Revised: 10/07/2024
Travelers may delegate an entry authority to enter Travel Authorizations or Expense Reports in OAKS FIN on the traveler's behalf. This process is performed by the traveler.
The traveler remains responsible for ensuring that the designated entry authority has accurate information and all receipts and supporting documentation on the expenses being incurred while traveling.
The traveler cannot delegate entry authority to the supervisor responsible for approving the Travel Authorization or Expense Report being created.
If someone is delegated as the entry authority, they will be able to enter the Travel Authorizations and Expense Reports on the traveler's behalf in the FIN Travel and Expense module.
A delegate entry authority whose HCM status becomes "inactive," then is re-activated, will lose all proxy roles delegated. To reestablish entry authority, submit a Helpdesk ticket which will be assigned to the Travel Administrator.
Steps for Adding New Authorized User(s)/Entry Authority
Click the Authorize User ID magnifying glass icon.
A Look Up Authorized User ID page displays.
If the User ID of the person to be added does not display, enter their User ID in the begins with field.
Select the authorized user.
Select authorized action.
Click the "plus" icon ( + ) to add another Authorized User.
Click the "minus" icon ( - ) to delete an Authorized User.
Click Save.
If an entry authority enters a Travel Authorization and/or Expense Report on behalf of a traveler, all email notifications for that document are still sent to the traveler. Authorized Users should regularly check the status of open Travel Authorizations and Expense Reports they have created by opening the documents in "View" mode.
