In the right place? For step-by-step instructions on how to lift encumbrances, please see How to Use the Encumbrance Lifter.
Use this page to confirm that your Encumbrance Lifter journal has been created and transmitted to IFIS. You can use your browser's print button if you need a printed copy of this Encumbrance Lifter journal. Click a link for help on a particular part of the page:
Header Information
- Where Do You Want To Go? If you have run this report in error, you can immediately link to another report. Click the down arrow to view the available reports, and make your selection. Then click Go to proceed to the new report.
- Near the top of the screen, you will see the status for this document in IFIS. One of two possible messages will display:
- DOCUMENT APPROVED indicates that you are the final approver. No further changes can be made to this journal.
- DOCUMENT APRVD FOR CURRENT LVL indicates that others must approve this journal before it will be final.
- Below Encumbrance Lifter Confirmation, you will find your document number, the date the document was created, the total dollar amount, and the approval template that was used to create this document.
Template and Approval Information
This area contains a display of your approval hierarchy and the current state of the encumbrance lifter journal. If there are multiple approvers, you'll see the message "Awaiting Approval" or "Approved" next to the approver's name. See How to Approve an Existing Journal for more information.
Document details
This section of the page contains all the details of your Encumbrance Lifter journal, as you created it, including:
- Document Text
- Financial data
Email
Use the Email a link to this page option to notify your financial manager or the final approver that this document is ready for their approval. A new window will pop up, with the link to this page in the message body. Enter the "To:" e-mail address, add any further information to the message body, and click the Submit Form button to send the message.
Questions? Contact the ACT Help Desk, (858) 534-1853.
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