Agency GL COA Maintainer

Role Description and Responsibilities

The Agency GL COA Maintainer is responsible for managing the configuration of Agency-specific ChartField values, requesting Statewide ChartField values, and assisting with edit check errors. Role responsibilities include:

• Initiates, approves, updates, or denies ChartField Request Form for agency-specific ChartField values.
• Completes and loads ChartField mass spreadsheet upload.
• Completes and submits Budgetary Value Combination Edit Upload.
• Initiates, approves, or denies SpeedKey Request Form to configure SpeedKeys.
• Initiates the Fund Questionnaire Form.
• Initiates and updates ChartField Request Form for Statewide ChartField values.
• Reviews and assists with researching ChartField Edit Check errors in Florida PALM.

Role Functions

The following table describes what the Agency GL COA Maintainer 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 GL COA Maintainer, 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 the 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 GL Reporter and GL Viewer roles are automatically assigned to the Agency GL COA Maintainer role and do not require a separate assignment.
• The Agency GL COA Maintainer interacts with other agency roles, including:
  • creating agency-specific ChartField values and SpeedKeys requested by Agency GL COA Processor role;
  • assisting the Agency GL Journal Processor with edit check errors;
  • assisting the Agency GL Fiscal Approver with request for Fund and Account ChartField values; and
  • assisting the Agency GL Fiscal Approver with request for Fund and Account ChartField values.
• The Agency GL COA Maintainer interacts with other enterprise roles to complete ChartField value requests, combination edit updates, or tree updates, and creates SpeedKey requests for action by the DFS SpeedKey Approver.

Version History