Add an Ad Hoc Approver or Reviewer to an Expense Report, Requisition or Payment Request

 

How to add an Ad Hoc Approver or Reviewer in a Payment Request:

  1. Validate all information for the transaction
  2. In the very bottom of the page, click Approval Chain  
  3. Click on ‘Start New Path’ ( initiate a completely new, parallel approval workflow for a single transaction)   or + icon ( adds user into the workflow for a specific approval instance)

 

  1. Enter NETID of Ad Hoc Approver or Reviewer, then Insert

Note: Users with a locked User Profile in NUFinancials could not be selected as an Ad Hoc Approver or Reviewer. Please contact FOIT Security to request a user to be unlocked. 

 

How to add an Ad Hoc Approver or Reviewer in an Expense Report:

  1. Validate all information for the transaction
  2. In the very bottom of the page, click Approval Chain  
  3. Click on ‘Start New Path’   

 

  1. Enter NETID of Ad Hoc Approver or Reviewer, then Insert

Note: Users with a locked User Profile in NUFinancials could not be selected as an Ad Hoc Approver or Reviewer. Please contact FOIT Security to request a user to be unlocked. 

 

How to add an Ad Hoc Approver or Reviewer in a Requisition:

  1. Validate all information for the transaction
  2. In the very bottom of the page, click Approval Chain  
  3. Click on ‘Start New Path’ ( initiate a completely new, parallel approval workflow for a single transaction)   or + icon ( adds user into the workflow for a specific approval instance)

 

  1. Enter NETID of Ad Hoc Approver or Reviewer, then Insert. 

Note: Users with a locked User Profile in NUFinancials could not be selected as an Ad Hoc Approver or Reviewer. Please contact FOIT Security to request a user to be unlocked. 

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