Reviewing/Editing fund roles, signing rules and policies
This can be done from the Fund tool as well.
Sinai Central policy systems (we have two - one for HR Personnel Actions, one for Finance Transactions) are user configurable. The fund level in the policy system is the first level that most requests will be challenged against.
Finance transaction policies are available for review and editing under the Funds|View Edit subservice. The policies are applied to the fund(s) via the Fund Manager subservice.
HR personnel action policies are available for review and editing under the HR Policy subservice.
Use this table to answer as a quick guide to the appropriate action with the policy systems:
Finance transaction policies are available for review and editing under the Funds|View Edit subservice. The policies are applied to the fund(s) via the Fund Manager subservice.
HR personnel action policies are available for review and editing under the HR Policy subservice.
Use this table to answer as a quick guide to the appropriate action with the policy systems:
| I want to…. | Add/Edit the role | Add/Edit the signing rule | Add/Edit a filter to a policy | Fund Manager | Policies |
| replace who currently signs on a policy, but I want to keep the steps the same. |  |
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| add to who currently signs on a policy, but I want to keep the steps the same. | |
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| add a signing step to an established policy. | |
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| apply a policy to a new fund. | |
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| use the system default policy. | |
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| change the dollar limit in the policy. | |
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| change the transaction type on the policy. | |
