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Home > Elevate: FIN Overview Learning Resources - Workflow

Elevate: FIN Overview Learning Resources - Workflow [1]

Notifications

PeopleSoft FIN 9.2 allows the system to send email notifications via a defined workflow criteria, such as for journal entry approvals.

Worklists

Worklists are prioritized lists of work items that are awaiting action by you.

  • How-To Video [2]
  • Quick Reference Guide [3]

Viewing Attachments from a Worklist

As an approver, you can view attachments from a transaction on your Worklist.

  • How-To Video [4]
  • Step by Step Guide [5]
Groups audience: 
Controller
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OUC - Elevate: FIN - Overview Learning Resources

Source URL:https://www.cu.edu/controller/elevate-fin-overview-learning-resources-workflow

Links
[1] https://www.cu.edu/controller/elevate-fin-overview-learning-resources-workflow [2] https://www.cu.edu/controller/elevate-fin-92-how-worklists [3] https://www.cu.edu/node/73904 [4] https://www.cu.edu/controller/elevate-fin-92-how-viewing-attachments-worklist [5] https://www.cu.edu/node/73905