Setting a Proxy

Setting a Proxy

Basic Proxy Rules :

• Must have an active account
• Proxy has to have the same approval rights as approver for Purchasing

Step 1:

Log onto the UNI e-Business Suite.

Step 2:

Select the UNI Workflow User folder on the left hand side. This will take you into ORACLE Workflow.

Step 3:

Select Vacations Rules.

Step 4:

Click Create Rule.

Step 5:

To activate Vacation Rule Item Type, follow below section 1, 2, or 3.

1. Select ALL to set one proxy for both purchasing approvals and UNI Time; click on the Next button, and skip to Step 3.
2. Select UNI Time Workflow Process to set a proxy for timecard approval only; click on the Next button and go to Step 2 and select ALL, click on the Next button and go to Step 3.
3. To set one proxy for Purchasing and a different proxy for UNI Time, select ALL and complete steps 6-7. Then, begin again, and complete the entire process only selecting UNI Time as type of notification this time.
   • Note: The person delegated for ALL notifications will receive Purchasing and the person delegated for UNI Time will receive UNI Time notifications.

Step 6:

Rule Response (see illustration)

1. Enter Start Date (when the proxy is supposed to start).
2. Enter End Date (when the proxy is supposed to stop).
3. Message field is optional.
4. Click on the magnifying glass to select the person you want to act as the proxy.
5. Search by last name, click Go.
6. Select the person by clicking the circle under Select, then, click the Select button.
7. The person selected will populate the delegate field.

Step 7:

Click the apply button, and the rule will display.

Step 8:

To update or delete the rule, click on the icons displayed.