Agency IU Spreadsheet Upload Processor

Role Description and Responsibilities

The Agency IU Spreadsheet Upload Processor is the agency or DFS role responsible for uploading IU transaction via Spreadsheet Upload. This role must also have an IU processor role to upload applicable transaction types. Role responsibilities include:

• Creates and updates IU transactions via IUI001 spreadsheet upload.
• Reviews Error Log and resolves errors.
• Reviews related reports.
• Accesses IU WorkCenter.

Role Functions

The following table describes what the Agency IU Spreadsheet Upload Processor does in each related Business Process and related workflows. The table also describes the related Topic and Activity found on the Florida PALM Topics and Activities list.

Conflicts with Other Roles

The table below includes the roles that conflict with the Agency IU Spreadsheet Upload Processor, including separation of duty (SOD) conflicts and system enforced restrictions. If an agency identifies a SOD conflict that cannot be resolved, the agency must submit justification and compensating controls to Division of Accounting and Auditing (A&A) to request an exception. A&A will review the agency’s submitted request to determine if an exception will be granted.

Learning Path

This table shows the available learning materials for each of the Topics and Activities this End User Role will be assigned.

Other Information

This section includes additional information about this role’s relationships to other roles.

• The IU Reporter role is automatically assigned to the Agency IU Spreadsheet Processor and does not require separate assignment.
• This role must also have an IU processor role to upload applicable transaction types:
• Transactions uploaded via IUI001 Spreadsheet Upload bypass agency approval, except for IU Encumbrances. The Spreadsheet Upload functionality allows users to designate IU Encumbrances for approval.

Version History