Recon@UVA Alternates

How do I assign an Alternate in Recon@UVA?

Visit our Assigning an Alternate webpage for step-by-step instructions on completing this process in Recon@UVA.

Can all roles utilize the Alternate feature in Recon@UVA?

Yes, all 3 roles in the reconciliation workflow (Preparer, Examiner, and Approver) can assign an Alternate.

  • The assignment of an Alternate does not alleviate the fiscal responsibility of the Person of Record. 
How do I know if I am an Alternate or the Person of Record?

The descriptive information in the header (once the view details folder icon has been clicked) lists the designated reconcilers.  This information is also available on the Role Assignment Report found on the Reports Tab.

How many Alternates can be assigned to one project?

The number of alternates is not limited.

Why is a role I want to assign not displayed in the "Available to Assign" list?

This can happen for a variety of reasons:

  • A reconciler cannot be assigned as an Alternate Preparer if they hold the primary or Alternate Approver role, and vice versa.
  • An Alternate cannot be assigned to Examiner if there is no primary role holder (Examiner is an optional role).
Why isn't the project I assigned to an Alternate displayed in the "Assigned" list?

This can happen for a variety of reasons:

  • Select the "All" filter to view all primary or alternate roles assigned to you.
  • If a project has additional roles available to assign, it will remain in the "Available to Assign" list.
  • If you do not hold the assigned role, the project will not appear in the list. This can happen when you assign a role “below” the role you hold, i.e., you are the Approver assigning an alternate Preparer or Examiner. It will appear in the lists of the primary or alternate role holders.
  • An alternate cannot be assigned to Examiner if there is no primary role holder (Examiner is an optional role).
  • A reconciler cannot be assigned as an Alternate Preparer if they hold the primary or Alternate Approver role, and vice versa.