Overview

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This articles guides you through the process of selecting your Approvers before submitting your Concur document.

Essential Information

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• This feature has been built to expand the capabilities for UC San Diego Concur users.
• This action can only be done when a document has not been submitted.
  
  • If your document has been submitted for approval, contact your Approver and ask them to edit the workflow or KB0032247 recall the document to make changes. 
• Please review our Concur Approvals Overview Blink page for more detailed information on approvals and Approver Roles.
  
  • Information on Supervisor Approvers can also be found on this page.
• Note that you cannot approve your own documents nor can the same person approve a Concur document twice.
• Financial Unit Approvers are selected based off of the Approver that is chosen when entering COA/POETAF information in the Request Header or Report Header.
• The Financial Unit selected in the Request Header or Report Header drives the available options for the Financial Unit, Department Head, and Special Entertainment Approver. 
• Department Head and Special Entertainment approval will be required depending on policy and submitted Expenses.
• To determine who to select as your Department Head and Special Entertainment Approver, please check with your Financial Unit Approver or Fund Manager.

Next Steps

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If you wish to always be asked to choose your approvers before submitting your Concur document

• If you do not require this, skip to the Manual Edit section below.
• Also if you are a Delegate, please ensure to act as a Delegate for your user before starting these steps.

1. Log into Concur

2. Select your Initials at the top-right corner.

3. Select Profile Settings

4. Select Expense Preferences

5. Check the box next to the Prompt… For an approver when an expense report is submitted.

6. Select Save

7. Repeat this process under Request Preferences if you wish to be prompted to add Approvers for Requests.

8. Once the setting has been turned on, you will receive a prompt to choose your Approvers every time you submit a Request or Expense Report.

9. If a name is already populated into the field, there is only one eligible Approver for the document.

a. For any fields in white, type % into the field to view a list of available Approvers.

10. Select your desired Approver.

11. Select Submit Report when finished to continue the Expense Report submission process.

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Manual Edit of Approval Workflow

1. To manually edit the workflow for an Expense Report, select Report Details and then Report Timeline from the drop-down menu.

2. Select the Edit button next to Approval Flow - the Edit Approval Flow screen will display.

3. If a name is already populated into the field, there is only one available Approver for the document.

a. For any fields in white, enter % into the field to view a list of eligible Approvers.

4. Select your desired Approver.

5. Select Save to save your selections.