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Setup: How to Add a new PI/Other Approver to your CruzBuy Profile

Summary: Learn how to personalize your PI/Other Approver list in CruzBuy.

A PI (principal investigator) can be set up as an approver in a step before the Org/Budget Approver. Each Division defines their approval requirements. Contact your departmental Business Office for assistance determining approval requirements. Not everyone will have a PI. For example, when research staff have signature authorization, a PI or Other Approver is only necessary when purchasing DEA-controlled substances or Inventorial Equipment. If someone needs to see an order before it obtains budget approval, then you need to enter that person as a PI/Other Approver.

When a department decides to add a new PI/Other Approver to the CruzBuy system, they contact Financial Affairs: Enterprise Financial Systems for Account Setup.

1. Click the My Profile navigation tab.
2. Click the Purchasing sub tab, then the Custom Fields sub tab. Choose the Header (Int.) sub tab.
3. Click the Edit button across from PI/Other Approver.
4. Click the Search for Value button.
5. Search for the person to be added by *last name*.
6. Check the Select box.
7. Click Add Values.

Note: Do not add yourself, as this will only create an extra workflow step.

Last revised: September 08, 2009 (am)       [CruzBuy Reference Manual TOC ]