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Chrome River – Delegate in Chrome River

This article provides step-by-step instructions on the Delegate functionality in Chrome River.

A Chrome River Delegate can create expense reports, reconcile expenses, and request reimbursements on behalf of another user and access their Settings menu, Home Screen, and Inquiry Reports.  

The Delegate will receive copies of any email notifications regarding rejection or adjustment of reports created for the user. However, the Delegate will not be able to approve expenses that are routed to the user. More than one Delegate may be assigned, if necessary.

Step One – Assign the Delegate

  1. Select your name in the upper right corner.
  2. Select Account Settings.
  3. Select Delegate Settings.
  4. Select Add New Delegates.
  5. Start entering the user’s name, then select the correct name from the drop-down list of potential Delegates.

Step Two – The Delegate Creates the ER or Pre-Approval

  1. Select your name in the upper right corner.
  2. A list of people you are a Delegate for will appear below your name.
  3. Select the appropriate user.
  4. Create Expense Report or Pre-Approval.
  5. Submit for approval.

Step Three – Document Owner Approves the ER or Pre-Approval

  1. The document owner will be the first stop for approval in the routing process when a Delegate completes an Expense Report.
  2. Locate the Expense Report or Pre-Approval to approve under the Approval ribbon.
  3. Select the Expense Report.
  4. Review the Expense Report or Pre-Approval details by selecting and reviewing information under the Overview, Summary, Items, Notes, Linked Documents, and Exceptions tabs.
  5. Select the Return or Approve button.

 NOTES:

  • To assign a Delegate, complete the steps one time for each Delegate.
  • The Delegate creates a Pre-approval or Expense Report on behalf of another person.
  • When other users have authorized you to work as their Delegate, you will see their names under your name in the upper right corner.
  • To the right of each user’s name, you will see the total number of their unused expense transactions and total number of their unsubmitted reports. You will not see these totals next to your own username. 
  • The Approval Delegate temporarily approves expenses for another user while out of the office for an extended period of time and is different from a Delegate role.


KeywordsChromeRiver, Delegates, Assign, Permission   Doc ID115104
OwnerLearning Systems SupportGroupUI Training and Development Resources
Created2021-12-03 11:34:34Updated2024-01-31 08:53:10
SitesUniversity of Illinois System, University of Illinois Training and Development Resources
CleanURLhttps://answers.uillinois.edu/training/chrome-river-delegate-in-chrome-river
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