Managing Financial Delegations

View Financial Delegations & History

 

1. You can look into the history of the Financial Delegations in 2 different ways. To look into the full Financial Delegations history select the blue View Financial Delegations History link on the top section of the Financial Delegations (See History section for more info.)
2. You can also select the individual Delegate listed by selecting the View History link located at the far right side of every Position.  This also routs you to the History section, but it only shows you the history of the selected Position of the Financial Delegations.

 

Edit Financial Delegations & Delegates

 

1. You can Edit a Financial Delegation by selecting the blue Pencil icon next to the name of the Financial Delegations.  From the new screen simply make any desired changes and click Save.  
2. You can Add a Delegate to Financial Delegation by selecting the blue Add a New Delegate icon on the top right side of the page.
3. You can Edit a specific Delegate by selecting the blue Edit icon in the right of the desired Delegate. 
4. To Delete a Delegate (Admin access required) click the red delete icon to the right of the associated Financial Delegation. then click the Delete icon in the bottom right of the associated Delegate.

 

Add a Delegate

 

1. You can Add a Delegate to Financial Delegation by selecting the blue Add a New Delegate icon on the top right side of the page.
2. Fill in the fields listed then select the Update icon  on the far right side.