The actions that you take and the amount of information that you complete on the RPA form depend on the role that you're assigned and your agency's business practices. In general, only Personnelists are assigned all roles.
You can have more than one role for a given routing group and you may belong to more than one routing group. The following table describes the valid combinations of roles.
Valid Combination Roles
| Role | Can also be assigned role(s) as |
|---|---|
| Initiator | Requester Authorizer Personnelist Approver (if assigned as Personnelist) |
| Requester | Initiator Authorizer Personnelist Approver (if assigned as Personnelist) |
| Authorizer | Initiator Requester Personnelist Approver (if assigned as Personnelist) |
| Personnelist | Initiator Requester Authorizer Approver |
| Reviewer | Initiator |
| Approver | Initiator Requester Authorizer Personnelist (must be assigned this role to approve actions) |
Managers are often assigned the role of Initiator, Requester, Authorizer, or Reviewer. The roles of the Personnelist and Approver are usually reserved for employees in the Human Resource Office. In general, Personnelists and Approvers are assigned all the roles so that they can fully process an RPA.
The following table describes what actions a user can take when assigned a specific role.
Roles and Actions
| If your role is.... | You can... |
|---|---|
| Initiator | Create an RPA |
| Requester | Sign in the Requester field, edit data, indicate interim approval |
| Authorizer | Sign in the Authorizer field, review and edit data, indicate interim approval |
| Reviewer | Review the RPA, view data only |
| Personnelist | Indicate interim approval, edit the RPA, complete the RPA, submit the RPA to Update to HR after the RPA has been approved. |
| Approver | Indicate interim approval, edit the RPA, complete the RPA, approve the RPA, submit the RPA to Update to HR |
As a security precaution, if you have more than one role in a routing group, the role you have when opening an RPA from the groupbox determines the role level you have when re-routing the RPA to yourself.
For example, if you are assigned the role of Authorizer and Approver as an individual and assigned the role of Authorizer as part of a groupbox, if you route an action to yourself outside of the groupbox, you may only process the RPA as an Authorizer.