Assigning Delegates

Purpose

The Role of Delegates

An officer can assign some aspects of the Fiscal Certification process to one or more delegates.

A delegate can:

Set due dates for direct rollups in the officer’s population
Monitor Fiscal Certification completions of direct and indirect rollups in the officer’s population
Monitor FIscal Assessment completions of direct and indirect rollups in the officer’s population Delegates cannot add or delete other delegates.

Delegates – with the exception of Controller delegates – cannot view Exceptions (comments made by the officer’s direct rollups). Delegates cannot complete the Fiscal Certification statement for the officer.

Download the Assigning Delegates Step-by-Step below