UAccess FINANCIALS Routing, Delegation, and Search
|
|
- Harry Hawkins
- 5 years ago
- Views:
Transcription
1 UAccess FINANCIALS Routing, Delegation, and Search Arizona Board of Regents, 2012 THE UNIVERSITY OF ARIZONA updated v.1.00 For permission to use our materials, please contact n PDFs available at
2 Routing, Delegation, and Search COPYRIGHT & TRADEMARKS Copyright 2012, Arizona Board of Regents All rights reserved.
3 Table of Contents Training Guide Routing, Delegation, and Search Introduction... 1 About this Session... 1 Mosaic Community... 1 Additional Resources... 1 Delegation... 3 Primary Delegation... 3 Secondary Delegation... 3 Routing... 5 Additional Routing Options... 5 Ad Hoc Routing... 5 Organization Review... 6 The Route Log... 7 Document Search Search Types Exercise: Practicing Search Advanced Search Parameters Page iii
4 Training Guide Routing, Delegation, and Search Page iv
5 Introduction About this Session This UAccess Financials brown bag demonstration is designed to improve your understanding of and familiarity with Fiscal Officer delegation, Ad Hoc routing and Organization Review, reading the Route Log, and document search workshops. This content has been excerpted from the Introduction to Financials workshop. This demonstration is not designed as a hands-on introduction to basic functions in UAccess Financials. For information on workshops in which you can learn more about using UAccess Financials and completing specific processes such as Travel Advances & Reimbursements or Reconciliation, please visit the Workshops and Training Team website at Mosaic Community The Mosaic Community is an online networking resource available to everyone on campus who uses UAccess systems. It s a great place for asking questions, accessing resources, and sharing information. If you have an official UA address, you can request membership in the Mosaic Community. Just go to and click the Sign Up link in the upper right corner of the screen. Once your membership is confirmed usually within a few hours you ll have access to valuable information about all of the UAccess systems. You ll want to join one or more of the groups within the Community, because that s where the value comes in. In each of the group areas, there are short videos showing you how to perform different tasks, discussion boards with questions from campus and answers from the experts, and information on upcoming workshops from the Workshops and Training Team. Please take advantage of the opportunity and become a member of the Mosaic Community. Additional Resources Financial Policies & Procedures Manual: The 24/7 IT Support Center: Basic application support UITS How-To Workshops: FSO Policy Training: Mosaic Community: Peer networking community and forum Page 1
6 Page 2
7 Delegation Fiscal Officers are automatically included in the routing for transactional e-docs that affect the account for which they are Fiscal Officer. Those documents route to the Fiscal Officer for approval and cannot move to Final status without approval from the Fiscal Officer or their delegate. However, not every Fiscal Officer wants to review every transaction on their account(s). They may want to review only certain types of e-docs or only transactions over certain amounts. Or they may not want to review any of them. That s where delegation comes into play. Delegation is set up by account and can be set for specific e-doc types, specific dollar ranges, and/or specific date ranges. Primary Delegation A Primary Delegate will receive e-docs in their Action List in place of the Fiscal Officer. In other words, if a Primary Delegate is assigned for an account, the Primary Delegate will receive e-docs that meet the delegation criteria. The Fiscal Officer will not receive those e-docs in their Action List. Secondary Delegation Fiscal Officers and Primary Delegates do get to leave the office occasionally. If they re on vacation, someone needs to be able to step in and review documents in their stead. Secondary Delegates are the people who can help out under those circumstances. E- Docs don t automatically route to the Secondary Delegate s principal Action List, but the Secondary Delegate can access the e-docs from the delegate drop-down menu on their Action List if they need to while the Fiscal Officer and/or Primary Delegate are unavailable. Fundamentals > Managing an Action List > Introducing Delegation Fundamentals > Managing an Action List > Viewing an Action List as a Secondary Delegate Fundamentals > Managing an Action List > Viewing Primary Delegate Action Lists Working with Maintenance Values > Workflow Maintenance > Assigning Primary Account Delegates Working with Maintenance Values > Workflow Maintenance > Assigning Secondary Account Delegates Working with Maintenance Values > Workflow Maintenance > Assigning Multiple Account Delegates Simultaneously Page 3
8 How many s are there per account? What happens when a views their Action List? When would a approve e-docs? What happens when a approves a document on their Action List? What happens when a disapproves a document on their Action List? How can a Fiscal Officer see docs awaiting approval by delegates? What happens when a initiates a document on their account? Fiscal Officer Primary Delegate Secondary Delegate One One per doc type As many as you need per doc type, but should be appropriately sparing. Sees documents Sees documents Does not see initiated on their that meet the documents unless account only if delegation criteria accesses the those docs do not Secondary meet any Primary Delegation list. Delegation criteria Then sees docs that meet delegation If no delegates, on a daily basis Routes to any other reviewers Returns to the initiator/reconciler depending on doc type Can view docs delegated to both Primary and Secondary Delegates through drop-down menus Auto-approves On a daily basis for e-docs that meet the delegation criteria Routes to any other reviewers Returns to the initiator/reconciler depending on doc type NA Auto-approves if it meets the delegation criteria criteria As needed when the Fiscal Officer and/or Primary Delegate are not available Routes to any other reviewers Returns to the initiator/reconciler depending on doc type NA Auto-approves if it meets the delegation criteria It is important to realize that a document initiated by the Fiscal Officer of an account will not route to that Fiscal Officer for approval. It will automatically be considered approved by the Fiscal Officer. The same is true of documents initiated by delegates. If a Primary or Secondary Delegate initiates an e-doc on an account they are a delegate for, that transaction will auto-approve just as it would if the Fiscal Officer had initiated it. Page 4
9 Routing Additional Routing Options In addition to the standard Fiscal Officer and FSO routing, you and your department have two other options for how to route documents. In either case, the document can be routed to an individual or to a group. Document Ini,a,on Fiscal Officer Review Org Review Central Review (FSO, SPS, etc.) Ad Hoc Ad Hoc Ad Hoc Ad Hoc Ad Hoc Routing Ad hoc routing is a one-time routing that you manually add to a document. You can ad hoc route an e-doc to anyone you would like to have review it. Before the document is submitted: you can have the ad hoc reviewer Acknowledge, FYI, or Approve the document. After a document is submitted: In most cases, you can only have the reviewer Acknowledge or FYI the document. o The exception is approvers. If a document has been routed to you for approval, you can ad hoc route it for approval before you complete your own approval. After you approve, you can only ad hoc route it for FYI or Acknowledgement. Ad Hoc FYI and Acknowledge can be added at any point, even after a document is Finalized. Ad Hocs are inserted in the routing before whatever the next regularly scheduled review would be. An Ad Hoc Approval must be completed before the doc moves on to the next stage. Ad hoc reviewers are added on the Ad Hoc Recipients tab of any document. Fundamentals > Completing Standard E-Doc Tabs > Sending an Ad Hoc Request Before an E-Doc is Submitted Fundamentals > Completing Standard E-Doc Tabs > Sending an Ad Hoc Request After an E-Doc has been Submitted Page 5
10 Organization Review Your department may want documents to automatically route to additional reviewers beyond the Fiscal Officer. You can set up Organization Review to add a customized route node to workflow. That route node will insert after the Fiscal Officer review and before the central administration reviews. Remember that not all documents route for Fiscal Officer and central admin reviews, so the routing may look slightly different for some document types. Review criteria can include specific document types, amounts, time periods, Fund or Sub-Fund groups, or Object Sub-Types. Org Reviewers cannot edit the Accounting Lines. They are only able to take the action that the document was sent to them for: Approve, Acknowledge, or FYI. Ideally Org Review should be set up for a group rather than an individual to allow for easier management of the reviewers. Organization Review is set up using the Organization Review maintenance e- doc. Groups are set up using the Group maintenance e-doc. If a document qualifies for multiple Org Reviews, by default, all of those reviewers will get the document on their Action Lists simultaneously. If you want Org Reviews to happen sequentially (e.g. Business Office Review before Dean s Review), you can set them to do so through identifying priorities (1-6). You can add Primary and Secondary Delegation for Org Review after the Org Review has already been created. Working with Maintenance Values > Workflow Maintenance > Creating a New Group Working with Maintenance Values > Workflow Maintenance > Creating an Organization Review Page 6
11 The Route Log Documents move around a lot in UAccess Financials. Since all of the approvals and reviews are completed electronically, you are able to see where a document has been, where it is now, and where it is going. Every document in UAccess Financials has a Route Log and reviewing it will tell you everything there is to know about the document s approval path. The Route Log includes sections for Actions Taken, Pending Actions, and Future Actions. Finished stages show in the Actions Taken section. The Pending Action Requests section lets you know what the document is waiting for right now. Future Action Requests tell you where the document is going next. Note that the individual lines in the Action Requests tabs can be expanded for more detail using the show buttons. Fundamentals > Completing Standard E-Doc Tabs > Reading the Route Log Page 7
12 Page 8 Reading the Route Log:
13 You can also tell when a Primary Delegate is acting on the behalf of a Fiscal Officer. Reading the Route Log: Page 9
14 Page 10
15 Reading the Route Log: Page 11
16 Page 12
17 Reading the Route Log: Page 13
18 Page 14
19 Document Search When you want to search for a document in UAccess Financials, you have several options. Which option you use will depend on what you are trying to accomplish. In most cases, the pre-built Custom Searches will quickly get you to the right search fields for the type of document you are trying to find. Note that the Transactions Custom Search will allow you to search for all types of transactional (funds-related) documents. You can use the basic search/detailed search button to modify the fields available for the search. Specifically, detailed searches include more routing-related search fields, such as Status and Approver. Fundamentals > Data Entry Fundamentals > Using Wildcards to Find the Right Value Fundamentals > Searching for Documents > Conducting a Basic Document Search Fundamentals > Searching for Documents > Conducting a Detailed Document Search Fundamentals > Searching for Documents > Using Custom Document Searches Page 15
20 Search Types Search Type Basic Search Description Simple search criteria. Used when you are looking for a specific document by Document Number or all documents created by a specific user in a specific date range. You can enter a Document Type to get more search fields specific to that Document Type. Detailed Search More refined search criteria, including Approver, Status, and Approval dates. You can enter a Document Type to get more search fields specific to that Document Type. Custom Search Superuser Search Pre-built search screen for a specific Document Type. You have the ability to change the type of information you see between document details and workflow (routing). Can be used in conjunction with Detailed or Basic Search. Search function that allows users with high levels of access to administer documents and manage workflow. You will not use this search. Page 16
21 Exercise: Practicing Search You can use the three search methods to get the most out of the information you have. Depending on what you know and what you want to find, you can use different searches to arrive at the documents that you want. What you know What you want Which search to use Doc Type: DI Initiator: calderom Description: contains GI Pool The current routing status and location of the latest document T-Number (goes in the Org Doc # field): T All documents tied to that travel instance Employee: Ryan Duitman Account: The status of an expense reimbursement for that employee on that account Document Type: Requisition Requisition Status: Awaiting accounting lines All Requisitions in your department that did not have Accounting Lines added Fundamentals > Searching for Documents > Saving a Document Search Page 17
22 Advanced Search Parameters Standard wildcards ( * and % ) are used to create contains, begins with, and ends with searches. There are, however, plenty of other characters that you can use to refine your search. Note that many of these search parameters only work in fields without a magnifying glass next to them. Character Function Use with Example * Match on any character or characters? Match on any single character Alphanumeric characters Works in magnifying glass fields Alphanumeric characters Works in magnifying glass fields! Not equal to Alphanumeric characters 103* Matches on all account numbers that start with 103 ( , , etc.) 103?490 Matches on all seven-digit account numbers that start with 103 and end with 490 ( , , etc.)!*end* Or All types of data *End* *end* && And All types of data *David*&&*Garcia* In a Description/Title field, matches on all records that do not contain the word End. Wildcards (*) ensure that records containing End will be excluded no matter where the word falls in the field. In a Description/Title field, matches on all records that contain either End or end. (Some search fields are case sensitive.) Note that the wildcards (*) ensure that the record will be included no matter where the word falls in the field. In a Vendor Name field, will return records that contain both David and Garcia. In this example, it eliminates difficulty finding a vendor if you aren t sure exactly how their name is formatted in the system. > Greater than Alphanumeric characters You could also combine search terms to exclude two terms, such as both End and end:!*end*&&!*end* >1000 Matches on all dollar amounts greater than 1000 Page 18
23 Character Function Use with Example < Less than Alphanumeric characters, numbers, dates >= Greater than or equal to <= Less than or equal to.. Between (inclusive range) Alphanumeric characters, numbers, dates Alphanumeric characters, numbers, dates Alphanumeric characters, numbers, dates <100 Matches on all dollar amounts less than 100 >=1000 Matches on all dollar amounts greater than or equal to 1000 <=100 Matches on all dollar amounts less than or equal to Matches on dollar amounts equal to or greater than 1000 and on dollar amounts less than or equal to 1500 Page 19
UAccess FINANCIALS & ANALYTICS The Reconciliation Process
UAccess FINANCIALS & ANALYTICS Arizona Board of Regents, 2014 THE UNIVERSITY OF ARIZONA updated 11.13.2014 v.3.02 For information and permission to use our PDF manuals, please contact uitsworkshopteam@listserv.com
More informationUAccess FINANCIALS Arizona BuyWays & Requisitions
UAccess FINANCIALS Arizona Board of Regents, 2011 THE UNIVERSITY OF ARIZONA updated 09.30.2011 v.2.00 For information and permission to use our PDF manuals, please contact uitsworkshopteam@listserv.com
More informationUACCESS FINANCIALS. Subcontract Requisition and Purchase Order Amendment. Updated v.1.04
UACCESS FINANCIALS Subcontract Requisition and Purchase Order Arizona Board of Regents, 2016 THE UNIVERSITY OF ARIZONA For information and permission to use our PDF manuals, please contact uitsworkshopteam@list.arizona.edu
More informationUAccess FINANCIALS Travel Advances & Reimbursements
UAccess FINANCIALS Arizona Board of Regents, 2016 THE UNIVERSITY OF ARIZONA For information and permission to use our PDF manuals, please send an email to: uitsworkshopteam@list.arizona.edu Reviewed 0829.2016
More informationUAccess EMPLOYEE. Graduate Assistant-Associate Contracts (NOA) Updated v.1.00
UAccess EMPLOYEE Updated 08.13.2013 v.1.00 For information and permission to use our PDF manuals, please contact uitsworkshopteam@list.arizona.edu PDFs available at www.uits.arizona.edu/workshops Arizona
More informationThe Requisition Approval page provides a tool for identified CSUF employees to approve requisitions
The Requisition Approval page provides a tool for identified CSUF employees to approve requisitions directly in CMS. The list of requisitions that may be viewed by each Approver will be limited to requisitions
More informationEPAF User Guide. Your guide for navigating the EPAF System
EPAF User Guide Your guide for navigating the EPAF System This booklet outlines the use of Electronic Personnel Action Forms in the Banner Web for Employees. Office of Human Resources 12/7/2009 Frequently
More informationKFS Training Manual Labor Ledger Basics
KFS Training Manual Labor Ledger Basics Table of Contents University of Maryland Objectives... 1 Resources... 1 Kuali Financial System... 3 Logging into KFS...3 Creating a Salary Expense Transfer (Full
More informationUAccess EMPLOYEE. Hiring Request: Graduate Assistant-Associate. Updated v Arizona Board of Regents, 2016 THE UNIVERSITY OF ARIZONA
UAccess EMPLOYEE Hiring Request: Graduate Assistant-Associate Arizona Board of Regents, 2016 THE UNIVERSITY OF ARIZONA Updated 11.22.2016 v.1.01 For information and permission to use our PDF manuals, please
More informationPurchase Requisitions and Receiving
Purchase Requisitions and Receiving VERSION: February 2018 Table of Contents About the Purchasing Process 3 Working With Requester Preferences 5 Creating a New Purchase Requisition 9 Reporting a Misuse
More informationPurchase Order, Requisitions, Inventory Hands On. Workshop: Purchase Order, Requisitions, Inventory Hands On
Workshop: Purchase Order, Requisitions, Inventory Hands In this follow up session to the Operations Changes in Purchase Order, Requisition, and Inventory Theory course, this hands on session will look
More informationKUALI FINANCIAL SYSTEM (KFS) CHART OF ACCOUNTS TRAINING
KUALI FINANCIAL SYSTEM (KFS) CHART OF ACCOUNTS TRAINING WELCOME! SEPTEMBER 2016 KAREN OLSON ANALYST Introduction Introductions Name Department Experience at UC Davis and/or what you hope to learn today
More informationEmployer Guide: Interview Schedules
Employer Guide: Interview Schedules Interview Overview Types of Interviews Room Only: A room will be reserved in Handshake but the slots will be managed outside of Handshake. You can select students for
More informationReferral Training Exercise 3: Review and Hiring Manager
Referral Training Exercise 3: Review and Hiring Manager Now that you have completed the online portion of training for Referral, it is time to log into the Stage environment of USA Staffing to practice
More informationKFS Training Manual KFS Chart of Accounts Intermediate
KFS Training Manual KFS Chart of Accounts Intermediate Table of Contents University of Maryland Objectives... 1 Resources... 1 Kuali Financial Systems... 3 Determining Organizational Hierarchy on an Account...
More informationCreating an External Requisition through the Requisition and Number Generator in My UW
Creating an External Requisition through the Requisition and Number Generator in My UW 1. This section of the application allows you to use the requisition generator to create and print an external requisition
More informationPeopleAdmin HR Management Guide for Recruitments
PeopleAdmin HR Management Guide for Recruitments This document is intended to assist approving authorities (Managers, VPs, Deans, HR) in managing recruitments through the entire process; from creating
More informationKFS Purchasing A Procedural Guide for Kuali Financial Systems edocs Procurement Services Version 1/25/2017
KFS Purchasing A Procedural Guide for Kuali Financial Systems edocs Procurement Services Version 1/25/2017 2017 Table of Contents EDoc / Process Page Logging into KFS for the first time 3 Automatic Purchase
More informationUniversity of Wisconsin System SFS Business Process epro.1.03 Buyer Role Documentation. eprocurement Buyer Role... 2
CONTENTS eprocurement Buyer Role... 2 Buyer WorkCenter (New feature in 9.2)... 3 Options to Review Requisition for Approval... 4 Email... 4 Worklist... 5 Manage Requisition Approvals Page... 6 Buyer WorkCenter...
More informationKuali and edata Glossary of Terms
Kuali and edata Glossary of s Overview: This glossary is a compilation of the business and technical terminology relevant to the Kuali and edata. Purpose: The purpose of this glossary is to foster common
More informationMoveTime Guide for Supervisors
MoveTime Guide for Supervisors This guide will show you how to review, correct, and approve leave reports for your direct reports. Please use the Accessing Leave Report guide to log into SeaNet. Once you
More informationJob Assignment Default Labor Change Process Guidelines For Originators
Business Purpose Job Assignment Default Labor Change Process Guidelines For Originators The purpose of this process is to initiate, via UAOnline, a change to default labor distribution charges for employees
More informationField Service Lightning Mobile User Guide
Mobile User Guide Salesforce, Summer 18 @salesforcedocs Last updated: July 5, 2018 Copyright 2000 2018 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com,
More informationExpense Report Module v4.11.1
1 Expense Report Module v4.11.1 Page 1 2 Expense Report Module v4.11.1 Contents Frequently Asked Questions... 4 Q: We have a user who sent in their expense report, but their manager is out on vacation.
More informationRelease 2.0 Revised July 2013
Banner Self Service - JSU PAWS Electronic Personnel Action Form (EPAF) End-User Training July 2013 Release 2.0 Release 2.0 Revised July 2013 1 JSU PAWS Electronic Personnel Action Form (EPAF), revised
More informationPeople First Staffing Training Tool. Frequently Asked Questions
People First Staffing Training Tool Frequently Asked Questions 1. Employee - Getting Started 2. Employee - Updating My Login Preferences and Contact Information 3. Employee - Searching for a Vacancy 4.
More informationMSI Purchase Orders Version 4.0
MSI Purchase Orders Version 4.0 User s Guide Municipal Software, Inc. 1850 W. Winchester Road, Ste 209 Libertyville, IL 60048 Phone: (847) 362-2803 Fax: (847) 362-3347 Contents are the exclusive property
More information1. SETTING UP REQUISITION APPROVAL LEVELS
APPENDIX C REQUISITION APPROVAL PROCESSING This process allows users the ability to key in their own purchase requests (aka requisitions). The system then processes the requests through the designated
More informationConsider the duties involved when assigning the type of 3G form to submit teaching, research, or other.
The purpose of this presentation is to provide a full training of the 3G process for department and SSC staff who have either not used the system before or have used the system but would like a refresher.
More informationPM Created on 1/14/ :49:00 PM
Created on 1/14/2015 12:49:00 PM Table of Contents... 1 Lead@UVa Online Training... 1 Introduction and Navigation... 1 Logging Into and Navigating the Site... 2 Managing Notes and Attachments... 9 Customizing
More informationEntering Purchasing 2000 Requisitions
SAN MATEO COUNTY OFFICE OF EDUCATION CECC Financial System This documentation provides an overview of the steps to enter a Purchasing 2000 requisition. More detailed information is available in the Financial
More informationCertify User Guide INVOICE REPORTS
Certify User Guide INVOICE REPORTS Copyright 2018 All Rights Reserved This version is current as of July 1, 2018 For continuously updated instructions, please visit our Help Center within the Certify Support
More informationPeopleSoft 9.1 NextGen Graduate Appointment System
NC STATE UNIVERSITY PeopleSoft 9.1 NextGen Graduate Appointment System User Guide The Graduate School Revised May 22, 2015 Table of Contents About the NextGen Graduate Appointments System... 4 NextGen
More informationPrepare QuickBooks Online for Job Costing
I m sure you re still hearing rumors that QuickBooks Online does not do job costing. This is simply not true. QuickBooks Online has been able to job costing for 1099 contractor costs and other expenses
More informationLewis & Clark College. Hiring in PeopleAdmin
Lewis & Clark College Hiring in PeopleAdmin What is PeopleAdmin? PeopleAdmin is an applicant tracking system which you can use to post your work-study positions. Students can apply for the position directly
More informationBA 302: Microsoft Dynamics NAV ERP Exercise/Walkthrough
BA 302: Microsoft Dynamics NAV ERP Exercise/Walkthrough v3.2 Michael Curry, Byron Marshall, VT Raja, René Reitsma, Kirk Wydner Whether you enter the workforce as a sales manager, financial accountant or
More informationElectronic Personnel Action Forms
Understanding and Using Electronic Personnel Action Forms Instructions for EPAF Users Office of Human Resources 314B Tyler Avenue Radford, VA 24142 Contents Section I Getting Start With EPAFs... 4 1. Introduction
More informationElectronic Personnel Action Form (EPAF) Originator Reference Guide
Electronic Personnel Action Form (EPAF) Originator Reference Guide 1 OSU Human Resources 6/2016 Table of Contents (Control + Click on Chapter for Link to Content) Introduction... 3 Logging In and Getting
More informationUAccess EMPLOYEE. Hiring Request: Student Employees. Updated v Arizona Board of Regents, 2016 THE UNIVERSITY OF ARIZONA
UAccess EMPLOYEE Arizona Board of Regents, 2016 THE UNIVERSITY OF ARIZONA Updated 11.22.2016 v. 2.03 For information and permission to use our PDF manuals, please contact uitsworkshopteam@list.arizona.edu
More informationRequisition Routing. In depth look into the structure of Requisition Routing
Requisition Routing In depth look into the structure of Requisition Routing Goals for this Presentation 1. Recreating manual routing and approval processes in QCC 2. Understanding the relationship between
More informationKuali Cashier Applications
Kuali Cashier Applications Kuali is a web-based financial services system tailored to a university s specialized accounting functions. The system uses electronic documents, e-docs, to enter information
More informationSupplyWEB Frequently Asked Questions (FAQ) for Suppliers
Contents Contents...1 Navigation... 2 Logging in...2 I can t remember my login and password....2 How do I answer my Security Questions?...2 I am a new user. How do I obtain login information?...2 I put
More informationMUNIS Financials Quick Reference Guide
MUNIS Financials Quick Reference Guide January 16, 2015 TABLE OF CONTENTS I. Adding Programs to My Favorites Page 3 How do I add frequently-used programs to My Favorites? II. Vendor Inquiry Page 4 How
More informationOnline Payment Requests
Table of Contents Requesting a Payment... 2 Additional Features... 5 Modifying a Saved or Denied Request... 6 Payment Request Notifications and Approvals... 7 Stopping a Payment Request... 8 Approving
More informationApproving Orders in PantherBuy
Approving Orders in PantherBuy Chapter 5 Chapter 5 - Page 1 Approving Orders in PantherBuy Section Objectives At the end of this section, you should be able to: Understand different approval levels Navigate
More informationCentral Stores User s Manual for AiM CMMS
Central Stores User s Manual for AiM CMMS NON STOCK PARTS ORDERING PROCESS Version 2.0 as of 05 November 2015 Page 1 of 16 System Access If you need to order non stock merchandise through Central Stores,
More informationKFS Administration. Presented By: Campus Services
KFS Administration Presented By: Campus Services 1 Campus Services Campus Services, a financial customer services unit within Business and Financial Services, partners with the campus community by providing
More informationConsider the duties involved when assigning the type of 3G form to submit teaching, research, or other.
The purpose of this presentation is to provide a full training of the 3G process for department and SSC staff who have either not used the system before or have used the system but would like a refresher.
More informationRequisitioning Method of Inventory Control
Requisitioning Method of Requisitioning Method of Course description: Learn how to use emaint Online for inventory tracking, from establishing your inventory records and generating reorder lists through
More informationTime Entry/Leave Reporting
HOW DO I REPORT MY TIME? Students Web Time Entry begins December 6, 2010 o Time not in approved status by the deadline each pay period must be submitted to the Payroll Office on a paper timesheet. This
More informationThe Force is Strong With This One Darth Vader, Star Wars Episode IV, Quick Start Page 1 of 14 Workamajig
The Force is Strong With This One Darth Vader, Star Wars Episode IV, 1977 Quick Start Page 1 of 14 Workamajig Quick Start Guide This section is designed for users that wish to get started with Workamajig
More informationUAccess EMPLOYEE Hiring Request: Faculty/Appointed
UAccess EMPLOYEE Hiring Request: Faculty/Appointed Arizona Board of Regents, 2016 THE UNIVERSITY OF ARIZONA Updated 11.21.2016 v.3.02 For information and permission to use our PDF manuals, please contact
More informationExempt Leave Report Approvals
Please Note: These instructions are intended to provide the supervisors of exempt employees with basic information required to approve their employees leave reports each pay period. The screen shots are
More informationeumb Electronic Timesheets Exempt Employees
Exempt Employees Created on Monday, March 22, 2010 COPYRIGHT & TRADEMARKS Copyright 2003, 2007, Oracle. All rights reserved. Powered by OnDemand Software. Distributed by Oracle under license from Global
More informationBoard of Regents of the University System of Georgia etime Employee User Guide. Project View Time Card for Monthly Employees (Manager or Supervisor)
Board of Regents of the University System of Georgia etime Employee User Guide Project View Time Card for Monthly Employees (Manager or Supervisor) Contents REGISTERING FOR SELF SERVICE... 4 ADDING ETIME...
More informationElectronic Personnel Action Form (EPAF) Job Labor Distribution Changes
Electronic Personnel Action Form (EPAF) Job Labor Distribution Changes July 2015 Submitting a Job Labor Distribution (FOAPAL) Change... 1 Approving/Acknowledging a Job Labor Distribution (FOAPAL) Change...
More informationInitiating an Equipment Surplus Workflow
Initiating an Equipment Surplus Workflow Initiator User Guide December, 2014 NOTE: contact assets@gmu.edu for all workflow issues other than access issues ( For access issue, take a look at Accessing Banner
More informationStaff Web Time Entry Approver s Handbook
Staff Web Time Entry Approver s Handbook Office of Human Resources Go Live Date: July 8, 2012 Welcome to Phase II of Web Time Entry. Effective July 8, 2012, Bi-Weekly non-exempt staff will enter their
More informationApproving Orders in PantherBuy
Approving Orders in PantherBuy Chapter 4 Chapter 4 - Page 1 Approving Orders in PantherBuy Section Objectives At the end of this section, you should be able to: Understand different approval levels Navigate
More informationBuy A&M. Departmental Access Training. Direct Open Market. The new E-Procurement System. Requisition Type:
Buy A&M The new E-Procurement System Departmental Access Training Requisition Type: Direct Open Market Your Event Here Direct Open Market Equivalent to FAMIS Limited Document (L-Doc). Purchases under $5,000
More informationOnline Requesting and Receiving Training Manual
Online Requesting and Receiving Training Manual 4/18/2012 i University of Notre Dame. All rights reserved. Reproduction or translation of any part of this work without the permission of the copyright owner
More informationElectronic Personnel Action Form (epaf) Approver Reference Manual
Electronic Personnel Action Form (epaf) Approver Reference Manual July 2017 1 Table of Contents Introduction... 3 Approver (and/or Proxy) Responsibilities... 4 Logging In and Getting Started... 5 Viewing
More informationWORKFLOW APPROVER SUBSTITUTION
Purpose The workflow approver substitution process allows approvers to create, edit and delete substitute approvers. In most cases, this will eliminate the need for approvers to contact their Human Resources
More informationTaleo Talent Management System Training. Student Workers. 10/10/ P a g e
Taleo Talent Management System Training Student Workers 10/10/2017 taleohelp@temple.edu 1 P a g e Table of Contents Navigation..... 3 My Set-up 6 Quick Filters..7 Requisition... 9 Creating a Requisition
More informationeprocurement Requisitions
UNIVERSITY OF LOUISVILLE TRAINING MANUAL eprocurement Requisitions The University of Louisville Updated 1/23/13 This document will walk you through how to create non catalog and catalog orders, save Requestor
More informationONESolution Accounts Payable Special District User Guide
ONESolution Accounts Payable Special District User Guide SunGard Public Sector 1000 Business Center Drive Lake Mary, Florida 32746 Phone: (800) 695-6915 Fax: (407) 304-1005 Web site: http://www.sungardps.com
More informationFINANCE TRAINING. Procurement Card Transactions Verification
FINANCE TRAINING Procurement Card Transactions Verification CONTENTS: 1. VERIFY PROCUREMENT CARD TRANSACTION 2. VIEW AND EDIT PROCUREMENT CARD TRANSACTION VERIFICATIONS 3. SPLIT COST OF A PCARD TRANSACTION
More informationTaleo Manager Guide How to create a Requisition
Taleo Manager Guide How to create a Requisition The Hiring Manager will initiate the hiring process by logging into the online system to create a requisition. He/she will log in, identify what type of
More informationBGSU/ PeopleSoft Financial Management Solutions (FMS) Principal Investigator s Training Guide
BGSU/ PeopleSoft Financial Management Solutions (FMS) Principal Investigator s Training Guide Principal Investigator s Training Guide 1 Financial Management Solutions Requisition Approval Workflow for
More informationMyFloridaMarketPlace Contracts Seminar
MyFloridaMarketPlace Contracts Seminar AGENDA MyFloridaMarketPlace Overview Contracts Overview Contract Requests and Creating Contracts Changing a Contract Adjusting a Contract Amount Creating Invoices
More informationSupervisor Overview for Staffing and Scheduling Log In and Home Screen
Supervisor Overview for Staffing and Scheduling Log In and Home Screen On the login screen, enter your Active Directory User Name and Password, and click the Sign-in button. You will then be taken to your
More informationApprover Responsibilities Within PeopleSoft. A Quick Reference Guide for Approving in PeopleSoft Procurement May 2016
Approver Responsibilities Within PeopleSoft A Quick Reference Guide for Approving in PeopleSoft Procurement May 2016 Today s Agenda Why is the Approver Role so Important How to Receive the Approval Role
More informationManage Employee Access
University of Maine System PeopleSoft Financials 8.4 Manage Employee Access General Ledger Page 1 of 33 GL Inquiry Pages TABLE OF CONTENTS 1. OVERVIEW...3 2. EMPLOYEE ACCESS TO FINANCIALS...3 3. SETTING
More informationApproval Process Basics for ADP Workforce Now Instructor Guide
Approval Process Basics for ADP Workforce Now Instructor Guide W017_WFN13_04172017 Copyright ã 2017 ADP, LLC ADP Trademarks The ADP logo and ADP are registered trademarks of ADP, LLC. ADP Workforce Now
More informationTable of Contents. Getting Started 3 Family Account 3. Using Your Wallet 18 ScripNow in the Wallet 18 Reload in the Wallet 19
Family User Guide Welcome to the world of scrip fundraising! This guide will teach you how to navigate our website, and walk you through our ordering process. Using ShopWithScrip.com, you ll be able to
More informationKey Changes: Add/Update Purchase Order
Key Changes: Add/Update Purchase Order The purpose of this job aid is to provide a visual overview of the Add/Update Purchase Order pages in PeopleSoft version 9.2. The numbers on the images are associated
More informationConnecting Time Matters/Billing Matters and QuickBooks. 35*45 Consulting - Global 7 Second System
Why Choose QuickBooks... 3 Why Use Billing Matters... 3 Question to Ask... 3 Getting Started in Billing Matters... 4 Getting Started in QuickBooks... 11 Linking Billing Matters and QuickBooks... 14 Using
More informationDavid Douglas School District #40 Secretary Training November 19, 2014 SmartFindExpress (SFE)
David Douglas School District #40 Secretary Training November 19, 2014 SmartFindExpress (SFE) Table of Contents General Information... 3 How to set up a Priority/Preferred list... 4 Issues to look for
More informationPEOPLEFLUENT APPLICANT TRACKING SYSTEM
PEOPLEFLUENT Create a personnel requisition when you have obtained departmental approval and funding and are ready to post the position and start the recruitment process. START THE REQUISITION 1. From
More information5.0 User Guide. C/S Work Order Manager. Toll Free Phone:
5.0 User Guide C/S Work Order Manager www.goteamworks.com Email: support@goteamworks.com Toll Free Phone: 866-892-0034 Copyright 2012-2013 by TeamWORKS Solutions, Inc. All Rights Reserved Table of Contents
More informationV9 Jobs and Workflow Administrators Guide DOCUMENTATION. Phone: Fax:
V9 Jobs and Workflow Administrators Guide DOCUMENTATION Phone: 01981 590410 Fax: 01981 590411 E-mail: information@praceng.com CHANGE HISTORY ORIGINAL DOCUMENT AUTHOR: MICHELLE HARRIS DATE: APRIL 2010 AUTHOR
More informationBANNER SELF SERVICE Requisition Manual (updated April 23, 2010)
BANNER SELF SERVICE Requisition Manual (updated April 23, 2010) This manual guides you step by step through the process of creating a purchase requisition for an order you that you would like to place.
More informationSage ERP Accpac 6.0A. SageCRM 7.0 I Integration Update Notice
Sage ERP Accpac 6.0A SageCRM 7.0 I Integration Update Notice 2010 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and all Sage ERP Accpac product and service names mentioned herein are registered
More informationTraining Guide UAccess Employee. Please Note:
Please Note: The lessons in this workbook are designed to guide users through specific examples. You will not have the same examples and information in front of you if you are using this material outside
More informationUser Guide For Dealer Associate Shippers
User Guide For Dealer Associate Shippers MOTOR SALES, U.S.A. Last Updated May 2014 User Guide for Dealer Associate Shippers 2014 Bureau of Dangerous Goods, Ltd. All Rights Reserved Introduction 1 S hiphazmat
More informationNote that anyone from the lab with access to Chematix can upload the barcodes for reconciliation.
Reconciling Chematix Inventory with Chemicals in the Lab --- One Storage Unit at a Time One way of making sure that the data stored in the chemical inventory system is up-to-date is to perform an inventory
More informationBuy A&M. Departmental Access Training RPA. (Request for Payment Authorization) The new E-Procurement System
Buy A&M The new E-Procurement System Departmental Access Training RPA (Request for Payment Authorization) Buy A&M Terminology Reqisitioner Overview - Terminology PVAMU Terminology Definition Creates requisition
More informationHiring a UCCS Student Employee from Beginning to End. B: Complete Student Employee Position Offer (SEPO)
1 Hiring a UCCS Student Employee from Beginning to End This guide is intended for use at UCCS specifically for the hire of student employees. This guide will be used in the case of any new hire, rehire
More informationDennis McGuire Custom Solution Developer VI-32
Improve Collaboration with Vision Approval Workflows Dennis McGuire Custom Solution Developer VI-32 Agenda Approval Workflows Overview Planning the Approval Process Creating Approval Workflows Enabling
More informationNote that anyone from the lab with access to Chematix can upload the barcodes for reconciliation.
Reconciling Chematix Inventory with Chemicals in the Lab --- Multiple Rooms Simultaneously One way of making sure that the data stored in the chemical inventory system is up-to-date is to perform an inventory
More informationicims Instructions for Hiring Managers Secondments, Temporary Reassignments and Temporary Appointments (Contract)
Contents 1.0 Overview... 2 1.1 Required pre-work... 2 1.1.1 Accessing an employee s position number in Manager Self Service... 2 1.1.2 Accessing your own position number in Employee Self Service... 3 1.1.3
More informationKFS Cash Operations and Accounts Receivable A Procedural Guide for Kuali Financial Systems edocs Office of the Bursar
KFS Cash Operations and Accounts Receivable A Procedural Guide for Kuali Financial Systems edocs Office of the Bursar 2015 Table of Contents edoc / Process Page Cash Receipt (CR) 3 Advance Deposit (AD)
More informationUAccess EMPLOYEE. Hiring Request: Classified Staff. Updated v Arizona Board of Regents, 2016 THE UNIVERSITY OF ARIZONA
UAccess EMPLOYEE Hiring Request: Classified Staff Arizona Board of Regents, 2016 THE UNIVERSITY OF ARIZONA For information and permission to use our PDF manuals, please contact uitsworkshopteam@list.arizona.edu
More informationBelow is a diagram that outlines the steps from beginning to end on processing PS Catalog Orders.
~ Sourced to Stores and Vendor The University maintains several Inventory Business Units (also known as Stores or Warehouses) throughout campus that offer commonly used supplies. Over 70,000 items are
More informationAccounts Payable PARTICIPANT WORKBOOK
Accounts Payable PARTICIPANT WORKBOOK INTEGRATED SOFTWARE SERIES Accounts Payable PARTICIPANT WORKBOOK Version 3 Copyright 2005 2009 Interactive Financial Solutions, Inc. All Rights Reserved. Integrated
More informationArizona s First University. Managing Accounts
Arizona s First University. Managing Accounts General Points Expenditure Approval Cost Transfers Topics Distribution of Income and Expense Error Certifications Backstops SPS Analytics: Dashboard Reports
More informationKFS Cash Operations and Accounts Receivable A Procedural Guide for Kuali Financial Systems edocs Office of the Bursar
KFS Cash Operations and Accounts Receivable A Procedural Guide for Kuali Financial Systems edocs Office of the Bursar 2017 Table of Contents edoc / Process Page Cash Receipt (CR) 3 Advance Deposit (AD)
More information