PI Approvals in Chrome River

[krist...@gmail.com]

Hi everyone,

For those who are using Chrome River, I'm curious how PI approvals are being handled. For example, if a grad student travels on a sponsored project, but the PI of the project is not the student's supervisor in HRMS, the ER will not route to the PI for approval. Are units documenting the PI approval outside of Chrome River?

Thank you!

[march016]

Does anyone have suggestions based on how their department handles this situation?

[march016]

We've discussed this with a few people and the suggested route was best summed up by Carrie Meyer in an email she sent me recently.  Please see her message below.  Thanks.

David, here are the suggestion we've made to units who want to add this approval step:

When the activity routes to the finance approver, the finance approver can forward the email from Chrome River to the PI to review/reply to. Then the finance approver makes a comment/notes the PI approval on their approval. The email has details about the expenses and copies of all the receipts attached--same stuff they might see on paper today.

[mcdo...@umn.edu]

Would the email with the project's PI's approval be required to be imaged? Or are we suppose to keep the email approval on file in the dept for however long the retention rate is? Or...?