Security & Workflow

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FAQS

Approvals/Rejections/Workflow FAQs

• Approvals/Rejections/Workflow

Access/Account Setup FAQs

• Access/Account Setup

Foreign Org Access FAQs

• Foreign Org Access

Security Roles FAQs

• Security Roles

UDOC Errors FAQs

• UDOC Errors

Job Aids

Accessing CORE

• Logging in with a Temporary Password

• Running the Workflow Groups Report

• Setting up a Security Question

• Updating Your Password 

• Using the Forgot Password Link

Approving/Rejecting Transactions

• Approving Transactions

• Identifying Users in an Approval Group

• Pulling a Transaction From An Approver's Worklist

• Rejecting Transactions

• Search Specific Transaction Type in CORE

• Search Specific Transaction Status By Department in CORE

• Search Pending Transactions for Specific Department in CORE

• Taking a Task on a Transaction from a Personal Worklist

• Using Track Work in Progress

Security Roles

• Searching Security Role Access Information

UDOC Entry and Approval Users

• Creating a UDOC to Add a New User

• Creating a UDOC to Reactivate or Modify a User

• Creating a UDOC to Disable a User

• Completing a UDOC for PB Access and Business Roles

• Foreign Org on a UDOC

• How to Identify Department Appointed CORE Security Administrator

• Resolving "Error occurred while performing workflow action"'

• Security & Workflow Desk Guide  (PDF)