Reassigning a Chrome River report allows another individual to review it and removes it from your Approvals ribbon. It is not necessary for the assignee to have an existing approver role in place to have a report reassigned to them.
Reassigning reports is not a mandatory process, but is useful if your department requires multiple levels of approval on a Trip Authorization (request to travel) or any other type of Chrome River report.
On the Chrome River dashboard, click the type of report you wish to reassign in the Approvals ribbon.
In this example, we are reassigning a Trip Authorization for additional review.
Select the report you wish to reassign from the left pane. The report opens in the right pane.
Click the three-dot menu in the upper right-hand corner of the right pane, then select Reassign.
Search for the full first and last name of the assignee, or search for them using their 10-digit university ID number. Select their name from the list that appears.
Use the Person Lookup in the Kuali Financial System (KFS) to locate an individual’s university ID number. This lookup is accessible to all IU staff.
Enter the individual’s username in the Principal Name field and click Search.
University ID numbers are in the Employee ID column.
Enter this 10-digit number in the search field in Chrome River.
In this example, we are reassigning this Trip Authorization to Stephen Miller, the Director of Payroll, so we will select his name from the list.
Finally, enter a comment in the text field explaining why you are approving this report and reassigning it to the assignee.
When reassigning a report, you will not be able to formally approve the report, using the Approve button, in Chrome River. Logging a comment allows you to capture your approval for auditing purposes.
Click Reassign to complete reassigning the report.
A pop-up window confirms the report was reassigned. It is now available in the assignee’s Approvals ribbon and no longer accessible to you.
Additional links and resources
INDIANA UNIVERSITY Financial Training & Communications
Cyber Infrastructure Building (CIB) 2709 E 10th St Bloomington, IN 47408 Email:estc@iu.edu
