Clickable staff directory icon.
Clickable forms icon.
Clickable org chart icon.
Clickable about us icon.

Group Document Help

Groups are a selection of FIS users who share the collective responsibility of reviewing and/or approving documents. Any member of a group can review or approve a document, thereby deleting it from the other members' Action Lists.

Groups are established at the departmental level, and consist of users that have the authority to approve transactions of the type that the group may receive.

When a document is routed to a group, all users in the group will receive it. The document will appear in their Action List with the name of the particular group to which it was routed. At this point, any member of the group may approve the document. When they do, the document will disappear from the Action Lists of the other group members.* The user ID of the group member approver will appear in the Actions Taken section of the document routing log.

Process Guides

Additional Resources