Assigning Submitters and Proxies to Locations

Each location is assigned a submitter and a proxy submitter (backup submitter). After all sections are reviewed, the submitter or proxy submitter submits the certification or assessment.

For certifications that are contingent on data loading, prior to submission, all data must be loaded and all sections reviewed.

  To assign submitters and proxies to locations:

  1. On the Financial Controls tab of the Locations screen, select the Submitter or Proxy menu.

  2. Select a user.

  3. Click Save.

Upon logging on to a FDM application, users that are configured in FDM security as submitters are routed directly to Process Explorer.