If necessary, you can delete an individual employee from an approver/auditor group, or you can delete an entire approver/auditor group. We provide separate instructions for these tasks below.
Caution: Before you delete an approver/auditor group, make sure that you have not already entered the group in an expense form. If you have, then change the group in all expense forms where it is referenced before you delete it.
To delete a detail record from an approver/auditor group
From the JAMIS Administration home page > Setup tab, under Expense Setup, click Approver/auditor groups. Or, from the top of any JAMIS Administration screen, click Expense Setup > Approver/Auditor Groups. The Approver/Auditor Groups screen appears.
In the Filters section, enter one or more search criteria for the approver/auditor group from which you want to delete a detail record. Your filter choices are: group ID, description.
Click Retrieve to list approver/auditor groups that match the criteria you entered. The results appear in the bottom section of the screen.
Click Edit to the left of the approver/auditor group from which you want to delete a detail record. JAMIS lists the approver/auditor group's detail records in the bottom section of the screen.
Click Delete to the left of the approver/auditor group detail record that you want to delete. A message asks you to confirm that you want to delete this approver/auditor detail record.
Click OK to commit your deletion.
To delete another detail record from this approver/auditor group, repeat from step 5.
To delete a detail record from another approver/auditor group that you retrieved, click Back, then repeat from step 4.
To retrieve a different approver/auditor group from which you want to delete a detail record, click Back, then repeat from step 2.
To delete an entire approver/auditor group
From the JAMIS Administration home page > Setup tab, under Expense Setup, click Approver/auditor groups. Or, from the top of any JAMIS Administration screen, click Expense Setup > Approver/Auditor Groups. The Approver/Auditor Groups screen appears.
In the Filters section, enter one or more search criteria for the approver/auditor group that you want to delete. Your filter choices are: group ID, description.
Click Retrieve to list approver/auditor groups that match the criteria you entered. The results appear in the bottom section of the screen.
Click Delete to the left of the approver/auditor group that you want to delete. A message asks you to confirm that you want to delete this approver/auditor group.
Click OK to commit your deletion.
To delete another approver/auditor group that you retrieved, repeat from step 4.
To retrieve a different approver/auditor group that you want to delete, repeat from step 2.