myUFL Role: N/A – System access is granted based on completion of the Introduction to UF GO course. You will not see a security role displayed in your Security Roles page in myUFL.
Required Training: Introduction to UF GO (UGO100)
This role is required for all users of the UF GO system who will not be financial approvers in the system. This role is for travelers, PCard holders, supervisors, delegates, and travel arrangers.
A Traveler is a person who incurs expenses while traveling on behalf of UF. They can submit a travel request, book air/rail, hotels and rental cars — and submit travel, non-travel, and general reimbursements expense reports — through UF GO.
A PCard holder is a person whose name is printed on the PCard for UF business purchases.
A Supervisor is an individual listed on the Supervisor ID field in myUFL Job Data. An individual in this role is approving the business need for the trip. If asked to serve as a delegate for a financial approver, the financial approver training (UGO200) will need to be completed.
A Delegate is an employee who is given access to be able to perform work on behalf of another user in the UF GO system. This includes creating and preparing travel requests; booking travel; creating and preparing travel, non-travel, and general reimbursements expense reports on behalf of a traveler, PCard holder, and guests.
A Travel Arranger in UF GO has the ability to book travel for students, other employees, or guests of the University.
myUFL Role: UF_N_TPS_APPROVER – This is a new role and requires the training below before it can be requested.
Required Training: UF GO: What Approvers Need to Know (UGO200)
To Request the Security Role:
- Contact your Department Security Administrator (DSA) to enter the request in the ARS system.
- Once the role is requested, complete one of the following forms:
- Submit completed form to the UF GO Contact Form.
Types of users that required the UF GO security role:
A Financial Approver is an individual with the financial authority to approve travel requests, cash advances, expense reports (travel and non-travel) and general reimbursements for faculty and staff within the unit and ensure the request or expense is appropriate, valid, within budget, and compliant to university policy and directives.
An Ad-hoc Approver is an additional approver manually included to the existing Travel Request or Expense Report workflow when needed. To be included as an Ad-hoc approver, an individual must be a supervisor or have completed the financial approver training and be granted the myUFL security role.
A Delegate Approver, is an individual who has additional permissions in UF GO to approve travel requests, cash advances, expense reports (travel and non-travel) and general reimbursements on behalf of a supervisor or a financial approver. To obtain this role, an individual must complete the financial approver training and be granted the myUFL security role.