Prior Approval Requests
11/16/2015
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0:08:35
The video will review the department review process for Prior Approvals - External Activities, Employment, Consulting, Board Membership or Related activities.
Prior Approval Requests
Created: 11/16/2015
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Dashboard - Review Summary; Disclosures and Prior Approval Requests tab.
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To access Prior Approval requests, click the Prior Approval Requests tab and the All Disclosures link under Received / Ready for Review.
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Prior Approvals - Ready for Review page will list all Prior Approval Requests that are awaiting review. To open the report, click the blue eye icon under the far right column, Actions.
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Effective December 25, 2015, the Final Approval button is no longer available to departments when a disclosure is deemed a Prior Approval.
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Add a Comment by clicking the blue comment button above the Disclosure title.
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Assign to a new reviewer by clicking the blue Next Reviewer button. (Effective January 4, 2016, the term Approve has been removed from this button)
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After you assign it to the next reviewer, that individual will receive an email notification the following morning, indicating their is action to be taken.
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The next steps show the final department reviewer accessing the Prior Approval, making comments and forwarding to the CFO office. Note: if you are in the School of Medicine, Gabe Hernandez first receive the Prior Approval then he will forward on over to the VP & CFO.
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VP & CFO logs in and reviews.
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Once the Prior Approval is approved, the individual who submitted the report will receive an email notification.
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How do I see my approved Prior Approval requests? Access the Dashboard and go to the Prior Approval Requests tab within Review Summary. Click All Disclosures in the column, Approved/Finalized.