Inactivation Process

Before requesting worktag inactivation, ensure appropriate balances are zero, and confirm there are no pending transactions. Some reports to help:

  1. ISU Financial Summary - Actuals with Budget. The Available Spend balance must be zero.
  2. Trial Balance. Receivable and Payable ledger account balances must be zero.
  3. ISU in Progress Transactions Dashboard. Ensure there are zero pending transactions, P-card transactions, and allocations/journals.
  4. If balances or pending transactions remain, contact the Cost Center Manager and request that they work with Finance Service Delivery to clear them.

When you can confirm balances are zero and no transactions are in progress for the worktag, you may request inactivation. 

  1. Search for and select Create Request using the Workday search bar.
  2. Select Inactivate/Edit Worktag as the request type.
  3. Complete the questionnaire and select Submit.

Depending on the worktag type, your request routes to the appropriate stakeholder group for review and approval. Your request will be approved, denied, or sent back with comments if further action is needed. You will receive a notification in Workday when your request has been addressed and closed.

To view worktag inactivation approvers, visit the FDM Worktag Requests and Updates page and refer to the accountable stakeholders.

Key Considerations

  • Cost Center, Business Unit, IRT, Fund, and Function worktags
    • These are the default related worktags required on all drivers (grant, gift, project, and program). You may use the request process outlined above to request inactivation of related worktags, but there are potential downstream impacts of inactivating a related worktag that you must consider.
    • You cannot inactivate a default related worktag on an active driver worktag.
    • You cannot make adjustments to prior transactions with an inactivated related worktag.
  • Gift worktags
    • Only the ISU Foundation can authorize the inactivation of a gift. All campus units must work with the Foundation to inactivate a gift.
  • Grant worktags
    • Only the Sponsored Programs Accounting team can authorize the inactivation of a grant. All campus units must work with their SPA accountant to inactivate grants and awards.

If you need to discuss the potential impacts of inactivating a worktag, contact the Operational Committee.