uSOURCE Funds Center Approval Workflow
Use this form to request approval permissions for up to 15 Funds Centers with identical approval configurations. If approval rules differ by Funds Center, provide multiple forms.
Note: only users who will be approving orders (i.e. creating the Purchase Order) should appear on this form. For users requiring only Requisitioner permissions, see Getting Started on uSOURCE.
How to complete this form
Enter the Department Name and Number (Org#). For a full list, see the Department List tab.
Enter the Department’s Primary uSOURCE Contact name and email address.
Enter the 3-digit Purchasing Group. If you are unsure of your department’s Purchasing Group, ask your Business Officer, or your FAST Team representative.
Enter up to 15 Funds Centers that will have exactly the same workflow rules (i.e. Approvers and their maximum approval limit) listed in Section D.
For each user, enter their First and Last Name, and UTORid.
If the user can self-approve their orders (i.e. create the PO), enter the maximum amount in the “Self Approves” column. If they can self-approve their orders and approve orders from other users, enter the maximum amount in the “Approves All” column.
There are four approval thresholds for each Funds Center:
- $0 – $500
- $500 – $5,000
- $5,000 – $25,000
- $25,000 – $100,000
In the example below, Rachael can approve her own orders up to $500, but cannot approve orders from other users. Allan can approve his own and orders from other users up to $5,000. Amy can approve all orders up to $100,000*.
* Requisitions greater than $100,000 (before tax) are routed to Procurement Services for review.
Use this section to provide any additional information related to this setup.
- Enter the name and title of the Budget Owner or their Delegate (e.g. Director/Chair), and the date. If necessary, an additional signature can be included (faculty member, PI etc.).
- Obtain authorization signature(s).
- Send both the Excel file and PDF to the appropriate campus contact:
- St. George: uSOURCE@utoronto.ca
- UTM: email@example.com
- UTSC: firstname.lastname@example.org
Note: Handwritten copies will not be accepted.