April 8, 2025
Effective this evening (4/8), there will be a new version of Financial Approvers and Related Metadata (FARM) with an updated user interface. While there are changes to the appearance and navigation of the application, the basic functionality of FARM remains the same: managing the maintenance of organization financial approvers within our transaction processing systems, as well as tracking financial delegations.
Changes you will see within FARM include:
- Screens are visually easier to view as a hierarchy and data is clearly aligned.
- Improved searching and selection of data through additional selection prompts at top of screen.
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Ease of use in scrolling through data through the ability to control when you expand to show child organizations or approvers.
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Allows on screen editing of dates instead of pop-up windows.
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Ability to add multiple approval levels for an employee at the same time.
- improved handling of dates when replacing approvers, so we don't encounter overlapping approvers.
In addition to the changes to the application, we have also updated the FARM materials available on the FARM homepage . In accordance with web accessibility standards, our Quick Reference Guides (QRGs) are no longer PDF documents, but are now available as webpages:
| Financial Approvers (FARM) – Overview | Provides an overview of the system |
| Financial Approvers (FARM) – Planning Unit Setup | How to add delegates to FARM |
| Financial Approvers (FARM) – Approver Setup | How to maintain approvers in FARM |
As a reminder, we also have an OBI dashboard, with a QRG available, that can be used to validate your set-ups.
Please feel free to reach out to financecustomercare@ohio.edu if you have any questions.