Acting as a Delegate

Purpose

The Role of Delegates

An officer can assign some aspects of the Fiscal Certification process to delegates, who 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 Acting as a Delegate Step-by-Step below

Add new comment