Create a New Position: Document Review
Pooled University Affiliate
Take me to the Create a New Position section of HRMS. 
Help sections available for the Create a New Position process for pooled university affiliates:
Start | General | Purpose & Functions | Document Review
The Document Review page allows you to view and edit all sections of the document before routing it for approval.
Document summary information and a link that enables you to change your desk/view appear just below the page header.
The Create a New Position: Document Review section is arranged as follows:
In the rectangular area near the top of the screen, a link enables you to access e-mail notifications; below that, any notes relating to the document are displayed.
In the area to the right are two large buttons and a drop-down menu.
- Use the Approve Document button to approve the document and route it forward. HRMS displays the name of the desk to which the document has been sent for additional approval.
- Click the Verify Document button to have HRMS conduct an audit review of the document. HRMS identifies any incomplete/incorrect entries.
- Use the drop-down menu to select one of four actions; a text box will appear with corresponding instructions:
- Send an information copy (FYI)– Designate the people who will receive an information copy of the document, if they have not already received it, by entering a desk and view or up to three mainframe logon IDs. Click the box to send an information copy to someone who has already seen it.
- Approve and route to person (FYA)– The document will be approved with your signature and routed to the desk or person whose mainframe logon ID, EID or desk you provide for approval.
- Put document on hold/release (HLD) – You can either hold the document, at which time no changes or actions can take place, or release it from hold. HRMS alerts you to the document's status when you select either option.
- Delete this document (DEL) – This action deletes the document entirely and removes it from all related inboxes.
CAUTION: Once you delete a document it cannot be recovered. Use this option judiciously.The routing history panel at the bottom of the section displays document information. The panel displays the following information: when the document was created and by whom, which desk is currently reviewing it, and the department and name of the next reviewer in the routing sequence.
Below the routing information, summary information of each section is displayed, and can be reviewed and/or edited.
- Enter Document Remarks to advise approvers up the routing chain of the purpose of the document.
- Click SHOW next to the section title to view expanded information; click HIDE to collapse the section.
- To make additional changes, open any section and modify the information.
- Reset clears all fields; any unsaved work will be lost.
- Click Save & Verify to save your changes. HRMS performs an audit of the entire document.
Take me to the Create a New Position section of HRMS.
Return to the initial Create a New Position Help page.