What Is Finance Director Form (FDF)?
The Finance Director Form (FDF) is a County-wide workflow application used by departmental fiscal units to request budget changes that do not require CFO approval, but instead the Finance Director’s approval at the highest level. A single request can involve up to 8 steps/roles as it moves from department initiation through the Finance Department’s hierarchy to final decision.
Who Uses This Software?
Departmental fiscal units and related stakeholders involved in budget management (e.g., requestors, department managers, budget analysts, Finance leadership, and the Finance Director).
Key Features
- Guided workflow for budget change requests that do not require CFO sign-off
- Role-based routing (up to 8 steps) with approvals and audit history
- Notifications and reminders to keep requests moving
- Attachment support for supporting documentation (spreadsheets, memos)
- Status tracking and dashboards to monitor progress and cycle times
Common Uses at the County
- Initiating department-level budget changes within established thresholds
- Reallocations/transfers within a department or fund that do not escalate to the CFO
- Correcting budget line entries and documenting Finance Director approvals
- Routing requests through the Finance chain of command for timely decisions
How Do I Get This Software?
Access is provided to authorized fiscal staff involved in budgeting activities. Use a web browser to access FDF and sign in with County credentials. If you need access or a role change, submit a request through your department or the IT Service Desk.
Training & Help
- Contact the IT Service Desk if you have any questions.