SC323 Umoja Requisitioning and Procurement Approvals
|
|
- Adam Cooper
- 6 years ago
- Views:
Transcription
1 SC323 Umoja Requisitioning and Procurement Approvals Umoja Requisitioning and Procurement Approvals Version 9.1 Last Modified: 16-August-13 Copyright (11 Jun United 14 update Nations to link on slide 29 only) 1
2 Course Overview The purpose of the Umoja Requisitioning and Procurement Approvals is to explain the standard Umoja Procurement Approvals process. Prerequisite Review You should have completed the following prerequisite courses: Umoja Overview Umoja Master Data and Coding Block Overview Umoja Requisitioning Overview Umoja SRM Navigation Course Duration: 2 hours 2
3 Course Objectives After completing this course, you will be able to: List the different types of documents that require approval in Umoja SRM Explain the concept of Workflow approvals Monitor the Work Overview for required approvals Approve a Shopping Cart, RFx, Purchase Order (PO) or contract 3
4 Agenda Course Introduction Module 1: Approvals in Umoja Module 2: Approve a Document in Umoja SRM Course Summary Course Assessment Course Survey 4
5 Module 1 Objectives After completing this module, you will be able to: List the different types of documents that require approval in Umoja SRM Explain the concept of Workflow approvals 5
6 Key Terminology Key Term Shopping Cart Workflow Account Assignment Work Overview Description It is a term used in Umoja SRM instead of Purchase Requisitions. It refers to Shopping Carts or other financial/procurement documents being automatically routed to the appropriate person(s) for review and approval. It is the funding information needed for all Shopping Carts (includes applicable Funds and Funds Center) before being submitted for approval. It is the screen in Umoja SRM which lists all the tasks (such as approvals) that require action by a user. 6
7 Key Terminology Key Term Low Value Acquisition Supplier RFx Collaboration Room Description It is the process through which a PO is used for requirements that are estimated to be up to $4000 USD. This replaces the Short PO process. It is a term used for all vendors in Umoja SRM. It is a generic term for a Solicitation document in Umoja SRM. The x signifies that this could involve a number of different types of Solicitations, such as ITB, RFQ and RFP. It is a file repository within Umoja SRM unique for each RFx where all bids received from vendors are uploaded after scanning. 7
8 Role & Responsibilities The following Umoja Enterprise role is involved in the Umoja Requisitioning and Procurement Approvals process: Approver Reviews and approves/rejects: Shopping Carts RFx s Purchase Orders Contracts Approvers are assigned items based on their position in the Umoja SRM Organizational Structure and on Delegations of Authority. 8
9 Workflow Approvals in Umoja SRM Users are assigned to the Approver Enterprise role in order to receive system access to approve documents in Umoja SRM Approvers are automatically assigned to these documents based on Delegations of Authority, the items being procured, their Purchasing Group or other information Almost all documents in SRM will initially have only one approver. Some documents, such as Shopping Carts, require only one approver. Others may require several levels of approval before they can be published You can think of the previous approvers in the process more as reviewers, since only the final approver in the chain decides whether a document is finally approved Note: All the hard copy signatures that are required for approval remain outside of Umoja for the time being. Submit Document Requisitioner/Buyer Approve Approve Approve Approver 1 Approver 2 (if necessary) Approver 3 (if necessary) Document Approved Reject Reject Reject 9
10 Umoja SRM Document Types Below is a list of the major document types in Umoja SRM and how their approval is aligned to the Requisitioning or Procurement functions. Requisitioning Procurement Shopping Cart RFx Contract Purchase Order Assigned based on Cost Center Assigned based on Delegations of Authority and Organizational Structure 10
11 Work Overview The Work Overview screen shows a personalized list of all documents waiting for approval or other action. Approvers can open documents to view more detail. Once the document is open, they can review and either approve or reject the document. 11
12 Learning Checkpoint 1 Which of the following documents the Approvers from Procurement may need to approve? Select all that apply. A. Shopping Cart B. RFx C. Purchase Order D. Contract 12
13 Learning Checkpoint 1 Which of the following documents the Approvers from Procurement may need to approve? Select all that apply. A. Shopping Cart B. RFx C. Purchase Order D. Contract Options B, C and D are the correct answers. Once approved, Shopping Carts may result in a PO or a Solicitation to vendors. 13
14 Module 1 Summary The key points covered in this module are: Users are assigned to the Approver Enterprise role in order to receive system access to approve documents in Umoja SRM Approvers are automatically assigned to these documents based on Delegations of Authority, the items being procured, their Purchasing Group or other information 14
15 Agenda Course Introduction Module 1: Approvals in Umoja Module 2: Approve a Document in Umoja SRM Course Summary Course Assessment Course Survey 15
16 Module 2 Objectives After completing this module, you will be able to: Monitor the Work Overview for required approvals Approve a Shopping Cart, RFx, PO or contract 16
17 Scenario: Shopping Cart for Engineering Supplies In this course, we will follow the Approval process for a Shopping Cart ordered by the Engineering section. This Shopping Cart contains the line items added by the Requisitioner as well as a line item for Freight. The Approver for the Engineering Cost Center must review each of the top two line items. The Freight line is reviewed and approved separately Note: All fields required or relevant for the approval of Shopping Carts will be discussed in the following slides. However, as SRM has not been built specifically for UN, there are some fields that are not currently being used for Umoja and which may not be discussed. 17
18 Navigate to Work Overview The Work Overview screen is the first screen that opens after logging into Umoja SRM. If you would like to return to the Work Overview: 1 Click the Approvals tab at the top of the screen 2 Click the Work Overview link in the left-hand menu. The Work Overview will open, listing all the documents awaiting your action 3 To review a particular document, click the task name link. The document will open in a new window or tab
19 Review Shopping Cart Shopping Carts are approved at the line item level. Different line items in the Shopping Cart may require separate review from other Approvers. At any point, line items in the Shopping Cart can be Accepted or Rejected by clicking the appropriate button and then clicking the Submit button However, the requirements in the Shopping Cart should be reviewed in more detail before a decision is made In the example below, only the top two line items are available for this Approver to confirm. The freight line item goes to another Approver. Note: To see the Total Value, you will have to scroll to the right. 19
20 Review Shopping Cart Some of the important fields and sections of the Shopping Cart screen are: 1 Approval Note: This field shows any notes or specific points that have been highlighted for the Approver by the Requisitioner. If a Shopping Cart is rejected, the Approver may add a comment instructing the Requisitioner on the issues that need to be rectified 2 Item Overview: To view the details of a line item, select it (by clicking the gray box next to it) and click the Details button
21 Review Item Data After clicking the Details button, the first tab that loads is the Item Data tab. On this tab, you can review fields such as: 1 Product ID: The unique ID for the Product in the Umoja Material/Service Master 2 Product Category: The general type of product/material. Product categories are assigned in accordance with UNSPSC classifications 3 Other fields, such as Quantity/Unit, Price/Currency and Delivery Date
22 Review Account Assignment The Account Assignment tab shows where costs are being distributed for that line item. The fields on this tab, with the exception of the Fund field, are automatically derived for the Requisitioner. These fields include: Funds Center: Every Cost Center is mapped to an identical Funds Center 1 2 Cost Center 3 General Ledger Account
23 Review Notes & Attachments The Notes and Attachments tab shows any additional information that the Requisitioner has included in the Shopping Cart. 1 Supplier Text: It is used when the Requisitioner would like specific text to be seen by the bidders during the Solicitation process. The Buyer will be able to edit this text 2 Internal Notes: They may be used to convey special instructions to the Buyer 3 Attachments: They are used for any files, such as an SOW, that are relevant to the Shopping Cart
24 Review Sources of Supply The Sources of Supply tab shows potential vendors for the line item. Vendors will appear on this tab if the Requisitioner added the item from a Systems Contract visible to them in the UN Contracts Catalog If the Requisitioner did NOT add the item using a contract, but one or more is available to procure from, those will appear as well For items that have no active Systems contracts, no vendors will appear on this tab If the Approver knows there is a contract available or does not agree with the Requisitioner s choice of contract, they can reject the line item, alerting the Requisitioner of which contract to select. 24
25 Review Approval History The Approval Process Overview tab displays the following field and section: 1 Current Status: The current approval status of the line item 2 Approval Status Details for Selected Item: Every line item shows the sequential decisions made by Approvers in the document s history In the example below, the Shopping Cart was created, then cancelled and revised. Now, it is waiting for approval
26 Approve Shopping Cart Line Items To approve a Shopping Cart Line Item: 1 Approve or reject the items in the Shopping Cart by clicking the Approve or Reject buttons for each line 2 Click the Submit button after you have reviewed all line items 2 1 Copyright United United Nations Nations 26
27 Rejected Shopping Carts If a Shopping Cart is rejected by the Approver, follow-up action from the Requisitioner may be necessary depending on the reasons for the rejection. The Requisitioner may: Accept the Approver s decision of rejection, resulting in the deletion of the Shopping Cart, or Make the required changes, corrections or edits and then re-submit (order) the Shopping Cart for approval Note: A Requisitoner cannot Reject the decision made by the Approver. The Requisitoner can only Accept the decision or revise the Shopping Cart and resubmit it for approval. Below are the steps a Requisitioner can perform after a Shopping Cart is rejected: Shopping Cart Rejected Requisitioner Accept Rejection Edit Shopping Cart Delete the Shopping Cart Order the Shopping Cart 27
28 Simulation Activities Throughout this training, users will have the opportunity to conduct activities in the form of simulations. Simulations are interactive recordings of the Umoja system used to help facilitate a hands-on learning experience. The simulation links are provided on the corresponding activity slides. Users can access simulations in three different modes: Show me: Users view a video of an entire transaction being conducted Let s do it together: Users will be prompted to input data at key points during the transaction (recommended) Try it: Users can complete an entire transaction on their own, with no additional instructions provided 28
29 Activity 1 Click the link below to view a simulation of the Approve Shopping Cart transaction. We recommend that you first watch the transaction and then participate in Do It Together. Transaction Name: Approve Shopping Cart Link to the uperform simulation: ?originalContext=
30 Approve Procurement Documents For SRM documents related to Procurement (RFx, Contracts, PO's), approvals are handled at the header level instead of the line item level. To approve these documents: 1 Review the relevant fields in different tabs for each line item, similar to the Shopping Cart. Click the Approve or Reject button at the top of the screen to approve or reject the document as a whole, instead of clicking radio buttons next to each line item 1 30
31 View Document Status In Umoja SRM, Approvers can only search for items that they have been previously assigned. In other words, they cannot search for Shopping Carts that they have not previously reviewed. However, if an Approver has also been assigned another Enterprise Role, such as a Buyer, they will have more visibility into viewing all documents related to Procurement. For the purposes of this course, we will assume that the Approver has no other Enterprise Roles. 31
32 View Document Status To find a document: 1 Return to the Work Overview screen. 2 Click the drop-down menu under the Tasks tab. Select Completed Tasks. A list of all approved SRM documents will appear. Click the name of the document to open it
33 Create Substitution Rule It is possible to create a Substitution rule to forward tasks that are assigned to you to another colleague. For example, if you are going to be out of the office, it may be a good idea to create a Substitution rule to forward all incoming approvals to somebody else. To create Substitution rule: 1 Click the icon at the top right of the Umoja SRM Home Screen 2 Click the Manage Substitution Rules option. A pop-up window will open 3 Click the Create Rule button
34 Create Substitution Rule 4 Next, click the Select button to search for a Nominee 5 Enter a search for the user you would like to forward tasks to. Remember to use the * symbol if you do not know their exact username 6 Click Apply
35 Create Substitution Rule 7 Finally, select when the Substitution Rule will be turned on. You have the option to turn the Rule on immediately or on a certain date. Click Save to implement the Rule. All approvals that would have been sent to your Work Overview will now be forwarded to your designated replacement 8 On the Manage Substitution Rules window you can see the summary of the Rule. Click the Turn Off button when you d like the Rule disabled
36 Learning Checkpoint 1 What does the Work Overview screen show? Select the correct option. A. Personalized list of all documents waiting action B. Personalized address book C. All data elements in the SAP system D. Organization-wide list of all documents awaiting action 36
37 Learning Checkpoint 1 What does the Work Overview screen show? Select the correct option. A. Personalized list of all documents waiting action B. Personalized address book C. All data elements in the SAP system D. Organization-wide list of all documents awaiting action Option A is the correct answer. The Work Overview screen shows a personalized list of all documents waiting for approval or other action. 37
38 Module 2 Summary The key points covered in this module are: Shopping Carts are approved at the line item level. Different line items in the Shopping Cart may require separate review from other Approvers If a Shopping Cart is rejected by the Approver, follow-up action from the Requisitioner may be necessary depending on the reasons for the rejection The Requisitioner may accept the Approver s decision of rejection, resulting in the deletion of the Shopping Cart, or make the required changes, corrections or edits and then re-submit (order) the Shopping Cart for approval For SRM documents related to Procurement (RFx, Contracts, PO's), approvals are handled at the header level instead of the line item level In Umoja SRM, Approvers can only search for items that they have been previously assigned 38
39 Agenda Course Introduction Module 1: Approvals in Umoja Module 2: Approve a Document in Umoja SRM Course Summary Course Assessment Course Survey 39
40 Course Summary The key points covered in this course are: Users are assigned to the Approver Enterprise role in order to receive system access to approve documents in Umoja SRM Approvers are automatically assigned to these documents based on Delegations of Authority, the items being procured, their Purchasing Group or other information Shopping Carts are approved at the line item level. Different line items in the Shopping Cart may require separate review from other Approvers If a Shopping Cart is rejected by the Approver, follow-up action from the Requisitioner may be necessary depending on the reasons for the rejection The Requisitioner may accept the Approver s decision of rejection, resulting in the deletion of the Shopping Cart, or make the required changes, corrections or edits and then re-submit (order) the Shopping Cart for approval For SRM documents related to Procurement, approvals are handled at the header level instead of the line item level 40
41 Agenda Course Introduction Module 1: Approvals in Umoja Module 2: Approve a Document in Umoja SRM Course Summary Course Assessment Course Survey 41
42 Course Assessment Now that you have completed all the modules in this course, you can test your knowledge by completing the Course Assessment. To receive credit for completing this course, you must pass this assessment with a minimum score of 90%. To complete the assessment you must return to the Learning Management System: 1. Log into Inspira 2. Navigate to Main Menu -> Self-Service -> Learning -> My Learning 3. Search for the name of the course under the My Learning Activities section 4. Click the Start link of the course assessment 5. Click the Submit button once you have completed the assessment 42
43 Agenda Course Introduction Module 1: Approvals in Umoja Module 2: Approve a Document in Umoja SRM Course Summary Course Assessment Course Survey 43
44 Course Survey Your feedback is important to the continuous improvement of our training program. Please complete the evaluation for this course using the following steps: 1. Log into Inspira 2. Navigate to Main Menu -> Self-Service -> Learning -> My Learning 3. Search for the name of the course under the My Learning Activities section 4. Click the Start link of the course survey 5. Click the Submit button once you have completed the course survey 44
45 Congratulations! You have successfully completed the Umoja Requisitioning and Procurement Approvals course. 45
Supplier Relationship Management (SRM) is an SAP product that facilitates public procurement via a web based platform.
Supplier Relationship Management Approver MM_SRM_APP_300 Definition of SRM Supplier Relationship Management (SRM) is an SAP product that facilitates public procurement via a web based platform. Enables
More informationFI311 Umoja Grants Management Process Framework 1. Umoja Grants Management Process Framework 1 Version 17 1
FI311 Umoja Grants Management Process Framework 1 Umoja Grants Management Process Framework 1 Version 17 Last Copyright Modified: United 17-August-13 Nations 1 Agenda Course Introduction Module 1: Grants
More informationJob Aid. ESS Travel Request by Privately Owned Vehicle (POV)
ESS Travel Request by Privately Owned Vehicle Table of Contents Overview... 3 Objectives... 3 Enterprise Roles... 3 Create Travel Request by POV... 3 Fill in the General Data Page... 6 Fill in the Additional
More informationGrant Module Guide For Clubs
Grant Module Guide For Clubs 2014 2014 ClubRunner. All Rights Reserved. Table of Contents Welcome to the Grants Module... 3 Introduction... 3 Accessing the Module... 3 Getting Started... 4 Club Qualification...
More informationPurpose: To create a record capturing key data about a submitted proposal for reference and reporting purposes.
Kuali Research User Guide: Create Institutional Proposal Version 4.0: vember 206 Purpose: To create a record capturing key data about a submitted proposal for reference and reporting purposes. Trigger
More informationDevelopment Coeus Premium. Proposal Development
Development Coeus Premium Proposal Development Exercise Guide Day 1 [Type the company name] IS&T Training Coeus Premium: Proposal Development - Page 2 - Coeus Premium 4.3.2 Coeus Premium : Proposal Development
More informationVOUCHER APPROVALS COURSE
VOUCHER APPROVALS COURSE Transcript of the Online Course This is a transcript of an online course developed by Leadership and Talent Development. To access the online course, you must be enrolled in the
More informationA Guide On. Project Charter Process (PCP) Prepared by e-builder 31 January 2018
A Guide On Project Charter Process (PCP) Prepared by e-builder 31 January 2018 2 Process Description: The purpose of the Project Charter process is to review and approve project requests, identify configurations
More informationPatient Assignment Version 4.81
Patient Assignment Version 4.81 Contents Assigning Providers to Patients... 2 Patient Card... 2 Patient Assignment Manager... 3 Patient Needs... 3 Planned Treatment... 3 General Treatment Plan... 3 Unassigned
More informationProfessional Development Committee
STEP 1: Go to the Grants & Sponsored Projects page, on the KU website. 1. The application guidelines are also available on this page for detailed information on categories, funding levels and allowable
More informationEffort Coordinator Training. University of Kansas Summer 2016
Effort Coordinator Training University of Kansas Summer 2016 Agenda 1. Effort Reporting Overview 2. Effort Workflow and Basic Information 3. Effort Coordinator: Pre-Review 4. PI/Self-Certifier: Certification
More informationGo To The Employee s Page on dadeschools.net
Approver User Guide Overview Designated administrators will approve, reject, or request revisions to Agenda Items entered by the Item Authors prior to the scheduled Agenda Prep meeting. Getting Started
More informationIntern Placement Tracking (IPT)
Intern Placement Tracking (IPT) How-To Guide for Students Binghamton University College of Community and Public Affairs Department of Social Work Sophia Resciniti Director of Field Education PO Box 6000
More informationOnline Course Submission Instructions
Online Course Submission Instructions Contents Pre-requisite Checklist... 1 Procedure New Submission... 2 Procedure Continue an Existing Submission... 4 Procedure Upload a CSV... 6 Procedure Manually Enter
More informationEducational Grant and Outcomes Database User Guide
Educational Grant and Outcomes Database User Guide June 06 Table of Contents Getting Started System Tips and Useful Hints p.3 Where to Find Us p.4 Logging in as a Registered User p.5 Registering as a First-Time
More informationGrants Module Guide. Table of Contents
Table of Contents Welcome to the Grants Module... 2 Introduction... 2 Free Evaluation Trial... 2 Ordering the Grants Module... 2 Accessing the Module... 3 Getting Started... 3 Review Your Qualified Clubs
More informationAbbVie Grant Management System (GMS) Requestor Training, Grant Request Training: General Program Support
AbbVie Grant Management System (GMS) Requestor Training, Grant Request Training: General Program Support After Reviewing this Module, You Will be Able to: Log Onto the GMS Setting up Your Security Password
More informationFrequently Asked Questions
Frequently Asked Questions 1. I am unable to upload my proposal. I see a loading sign, but why does nothing seem to be happening? If you are uploading proposal documents and the attachments are large (10MB
More informationHOW TO SUBMIT AN APPLICATION TO THE AMERICAN HEART ASSOCIATION. Grants Officer Dashboard
HOW TO SUBMIT AN APPLICATION TO THE AMERICAN HEART ASSOCIATION The grants officer is responsible for completing the submission of the application to the American Heart Association (AHA). It is very important
More informationCreating your job seeker account
Job seeker manual Creating your job seeker account If the user hasn t created a job seeker account, it s a good idea to first create one. This way, the user already has it when setting up job alerts, applying
More informationInstructions for Navigating Your Awarded Grant
Instructions for Navigating Your Awarded Grant proposalcentral s Post-Award allows grantees to submit progress reports, project documents, financial/budget information, communicate with the funding organization,
More informationFind & Apply. User Guide
Find & Apply User Guide Version 2.0 Prepared April 9, 2008 Grants.gov Find and Apply User Guide Table of Contents Introduction....3 Find Grant Opportunities...4 Search Grant Opportunities...5 Email Subscription...8
More informationJUNE 2016 OVERALL CLASSIFICATION: UNCLASSIFIED THIS PAGE: UNCLASSIFIED
CSO Training for Installation NAF HR JUNE 2016 OVERALL CLASSIFICATION: THIS PAGE: Agenda Agenda & Objectives 10 Minutes Overview of Central Suitability Office (CSO) 30 Minutes CSO Purpose and Functions
More informationUser Guide on Jobs Bank Portal (Employers)
User Guide on Jobs Bank Portal (Employers) Table of Contents 7 Manage Interviews... 3 7.1 Send Interview Invite... 3 7.2 Sort Interview Invites... 6 7.3 Filter Interview Invites... 8 7.4 Confirm Applicant
More informationD. PROPOSAL DETAILS CREATE A NEW PROPOSAL GENERAL INFO ORGANIZATION ADD INVESTIGATORS AND KEY PERSONS CREDIT SPLIT SPECIAL REVIEW D.3.
D. PROPOSAL DETAILS D. D. D.3. D.4. D.5. D.6. D.7. D.8. D.9. D.10. D.1 D.1 CREATE A NEW PROPOSAL GENERAL INFO ORGANIZATION ADD INVESTIGATORS AND KEY PERSONS CREDIT SPLIT SPECIAL REVIEW ABSTRACT OTHER YNQ
More informationECOS APPROVER TRAINING
ECOS APPROVER TRAINING This document will familiarize you with the roles and responsibilities of being an Educator Certification Online System (ECOS) approver along with the procedural steps in granting
More informationIntroduction to Cayuse424
Introduction to Cayuse424 In this training you will learn: How to: Navigate Cayuse424 Personalize your password Create Professional Profiles Create Budgets Create subcontract proposal, budget Initiate
More informationEnter a Subcontract in erpm
This procedure details the process of adding a subcontract (SUBK) to a project. I. PAF: indicating that a project will include a subcontract II. Subcontract Worksheet: Adding a subcontract III. PAF Workspace:
More informationSevocity v.12 Patient Reminders User Reference Guide
Sevocity v.12 Patient Reminders User Reference Guide 1 877 877-2298 support@sevocity.com Table of Contents Product Support Services... 2 About Sevocity v.12... 2 Icons Used... 2 About Patient Reminders...
More informationecrt System 4.5 Training
ecrt System 4.5 Training The Work List The Work List is displayed immediately after you log into the system. This screen lists the tasks that require attention. The Statements Awaiting Certification list
More informationGRANT MANAGEMENT SYSTEM USER GUIDE Submitting a final report task
GRANT MANAGEMENT SYSTEM USER GUIDE Submitting a final report task This user guide outlines the steps you need to follow to submit a final report task after your grant has been approved. Contact us anytime
More informationUser Guide on Jobs Bank Portal (Employers)
User Guide on Jobs Bank Portal (Employers) Table of Contents 4 Manage Job Postings... 3 4.1 Create Job Posting... 3 4.1.1 Publish Job Posting... 10 4.2 Create Job Posting As Third Party Employer... 11
More informationPeoplesoft Effort Certification. Participant s Manual
Peoplesoft Effort Certification Participant s Manual Version 1.3.7 Revised April, 2007 TABLE OF CONTENTS COURSE OVERVIEW... 3 INTRODUCTION... 4 LEARNING OBJECTIVES... 4 MODULE 1: WHY COMPLETE EFFORT REPORTS...
More informationCoeus Premium Institute Proposal Guide Overview & Field Definitions
Coeus Premium Institute Proposal Guide Overview & Field Definitions Johns Hopkins University Office of Research Information Systems Coeus 4.3.5, September 2009 Table of Contents Institute Proposal Overview...
More informationHow to create a Professional Profile How to add biosketches How to assign permissions to a Professional Profile How to avoid duplicate Professional
Module 3 Professional Profiles Professional Profile Basics How to create a Professional Profile How to add biosketches How to assign permissions to a Professional Profile How to avoid duplicate Professional
More informationBE A SCHOOL VOLUNTEER (For Parents and Community Members) TABLE OF CONTENTS
TABLE OF CONTENTS Getting Started... 1 Log Into the Community Portal... 2 Log Into the Parent Portal... 3 Volunteer Registration... 5 Select Volunteer Interests and Locations... 6 Edit Service Activities...
More informationRecruiting Solutions 9.1 User Guide
Recruiting Solutions 9.1 User Guide Updated 9/15/2015 www.hr.uconn.edu IMPORTANT: Hire Request is not submitted for approvals until both steps are completed. In order to submit the hire in SmartHR, the
More informationChapter 4. Disbursements
Chapter 4 Disbursements This Page Left Blank Intentionally CTAS User Manual 4-1 Disbursements: Introduction The Claims Module in CTAS allows you to post approved claims into disbursements. If you use a
More informationSoldier Quick Start Training Course Enrollment Guide
Soldier Quick Start Training Course Enrollment Guide General Information This step-by-step Course Enrollment Guide includes the following topics to assist you with enrolling in classes through GoArmyEd
More informationThe Project Application Appeal Process
e-snaps Training Series The Project Application Appeal Process 2012, Version 2 Project Application Appeal Process Page i Table of Contents Introduction... 1 Objectives... 1 Overview of this Training Module...
More informationApplicant Reviewer Quick Guide
Applicant Reviewer Quick Guide Creating a Hiring Proposal January 22, 2016 Contents Applicant Reviewer... 3 Logging In... 3 Changing User Groups... 3 Viewing Postings... 4 Viewing Applicants... 4 Hiring
More informationBI Financial Report to Donors (in USD) Table of Contents
Table of Contents Overview... 2 Objectives... 4 Chapter 1: Setting up Selection Criteria... 5 1.1 Navigation... 5 1.2 Prompts First Level of Filtering... 6 1.3 Input Controls Second Level of Filtering...
More informationPATHWAY MANUAL VERSION 1.0
PATHWAY MANUAL VERSION 1.0 1 INTRODUCTION Welcome and thank you for trying out Pathway, the internship reporting platform developed for the PROVIP project. Pathway is designed to help create meaningful
More informationDistrict Grant Final Report Submission and Approval Process
District Grant 2017-2018 Final Report Submission and Approval Process 2 Topics Critical dates Login to DACdb Budget tab Documents tab Final Report tab Signatures Final Report Submission District Grant
More informationGrant Reporting for Faculty Grant Expense Detail
Grant Reporting for Faculty Grant Expense Detail This report provides line item detail expenses for a user-specified Sponsored Program. The report allows faculty and department administrators to more easily
More informationModule Proposal Creation
Proposal Creation 1 Module 5 1 2 Objectives In this module you will learn how to: Create a new proposal Navigate the proposal Assign proposal permissions Validate and track errors Lock/Break Lock Copy/Transform
More informationSystem Performance Measures:
April 2017 Version 2.0 System Performance Measures: FY 2016 (10/1/2015-9/30/2016) Data Submission Guidance CONTENTS 1. Purpose of this Guidance... 3 2. The HUD Homelessness Data Exchange (HDX)... 5 Create
More informationQuanum Electronic Health Record Frequently Asked Questions
Quanum Electronic Health Record Frequently Asked Questions Table of Contents... 4 What is Quanum EHR?... 4 What are the current capabilities of Quanum EHR?... 4 Is Quanum EHR an EMR?... 5 Can I have Quanum
More informationINITIATION GRANT PROGRAM
Cleon C. Arrington RESEARCH INITIATION GRANT PROGRAM University Research Services & Administration Application Submission Deadline: Wednesday, January 17, 2018 PURPOSE & GENERAL INFORMATION ABOUT AWARD
More informationPCORI Online. Training for Pre-Award Management System April 2017
PCORI Online Training for Pre-Award Management System April 2017 2 Why Change? The new PCORI Online platform will enable Applicants to easily submit a Letter of Intent (LOI) and subsequent full Application
More informationPATIENT PORTAL USERS GUIDE
PATIENT PORTAL USERS GUIDE V 5.0 December 2012 eclinicalworks, 2012. All rights reserved Login and Pre-Registration Patients enter a valid Username and secure Password, then click the Sign In button to
More informationOptima POC PARTICIPANT GUIDE
Optima POC Point of Care PARTICIPANT GUIDE 2017 Optima Healthcare Solutions Page 1 CONTENTS CONTENTS... 2 ABOUT THIS GUIDE... 3 LEARNING OUTCOMES... 4 1. ACCESSING POINT OF CARE... 5 2. CLOCKING IN...
More informationAWCTS SYSTEM RELEASE NOTES
Release Date: June 2017 Release Number: v 2.8.12 Release Summary The 2.8.12 release of the Army Warrior Care & Transition System (AWCTS) consists of bug fixes and enhancements. If you have questions or
More informationUser Guide. Vocational Education - Teachers. PO Box World Square NSW (+61 2)
PO Box 20768 World Square NSW 2002 (+61 2) 9287 1555 cecnsw@cecnsw.catholic.edu.au www.cecnsw.catholic.edu.au ABN: 33 266 477 369 User Guide Vocational Education - Teachers Vocational Education Information
More informationUser Guide on Jobs Bank (Individuals)
User Guide on Jobs Bank (Individuals) Table of Contents 1 Individual Dashboard... 3 1.1 Logging In... 3 1.2 Logging Out... 5 2 Profile... 6 2.1 Make Selected Profile Information Not Viewable To All Employers...
More informationTAM REFERENCE GUIDE. Performing Search Committee Tasks TAM SERIES: GUIDE 4 ROLES: SEARCH CHAIR, SEARCH COMMITTEE MEMBERS, AND INTERESTED PARTY
TAM REFERENCE GUIDE Performing Search Committee Tasks TAM SERIES: GUIDE 4 ROLES: SEARCH CHAIR, SEARCH COMMITTEE MEMBERS, AND INTERESTED PARTY SEPTEMBER 2013, VERSION 2 REVISED FEBRUARY 2016 Professional
More informationRD Apply Automated Intake Application System for Water and Environmental Programs December 2015
RD Apply Automated Intake Application System for Water and Environmental Programs December 2015 Michele J. Cardwell, Acting State Director and Community Programs Director Jane Patchin, Rural Development
More informationTBR Service Center ACTIVATE/INACTIVATE GRANT
ACTIVATE/INACTIVATE GRANT Description: This process manual will walk the TCAT Fiscal Coordinator through requesting a new grant fund code after receiving a grant award. This process also provides instructions
More informationModule Professional Profiles
Professional Profiles 1 Module 3 1 2 Objectives In this module you will learn: Professional Profile basics How to create a Professional Profile How to add biosketches How to assign permissions to a Professional
More informationEntering an Electronic Proposal Routing Approval Form (epraf) Overview Understanding PantherSoft Proposals... 3
Entering an Electronic Proposal Routing Approval Form (epraf) Training Guide Contents Overview... 2 Understanding PantherSoft Proposals... 3 Proposal Internal Clearance... 3 Proposal Information... 3 Proposal
More informationUser Guide on Jobs Bank Portal (Employers)
User Guide on Jobs Bank Portal (Employers) Table of Contents 1 INTRODUCTION... 4 2 Employer Dashboard... 5 2.1 Logging In... 5 2.2 First Time Registration... 7 2.2.1 Organisation Information Registration...
More informationMEDICAL SPECIALISTS OF THE PALM BEACHES, INC. Chronic Care Management (CCM) Program Training Manual
MEDICAL SPECIALISTS OF THE PALM BEACHES, INC. Chronic Care Management (CCM) Program Training Manual September 2017 Table of Contents CCM PROGRAM OVERVIEW... 4 3 STEPS TO BEGIN CCM:... 5 Identify the Patient...
More informationLABAVN LOS ANGELES BUSINESS ASSISTANCE VIRTUAL NETWORK ADMINISTRATIVE FUNCTIONS
LABAVN LOS ANGELES BUSINESS ASSISTANCE VIRTUAL NETWORK ADMINISTRATIVE FUNCTIONS 8-16-2016 Table of Contents Introduction...2 Post an Opportunity...3 Step 1: Add Information to the Opportunity..3 Step 2:
More informationCertification of Employee Time and Effort
Procedure: Policy: Number: Completing a Personnel Activity Report (PAR) Certification of Employee Time and Effort GP1200.3 ( ) Complete Revision Supersedes: Page: ( ) Partial Revision Page 1 of 21 ( X
More informationOracle. Human Capital Management Cloud Using Volunteering. Release 13 (update 18A)
Oracle Human Capital Management Cloud Release 13 (update 18A) Release 13 (update 18A) Part Number E92269-02 Copyright 2011-2018, Oracle and/or its affiliates. All rights reserved. Author: Lakshmi VR This
More informationCHILDREN AND YOUTH SERVICES
Procedural Manual for Municipalities Using the Family and Community Support Services (FCSS) On-line System CHILDREN AND YOUTH SERVICES Table of Contents TABLE OF CONTENTS 2 THE FCSS PROGRAM HANDBOOK 3
More informationNURSINGCAS CONFIGURATION MANAGER HELP GUIDE
NURSINGCAS CONFIGURATION MANAGER HELP GUIDE The Configuration Manager Help Guide is designed to help you navigate through the NursingCAS Configuration Portal, which is the tool you will use to set up your
More informationKansas University Medical Center ecrt Department Administrator Training. June 2008
Kansas University Medical Center ecrt Department Administrator Training June 2008 KUMC Process Timeline Effort Reporting Period 3 Week Pre-Review Period 3 Week Certification Period Post Certification Period
More informationNonprofit Starter Pack Workbook
Nonprofit Starter Pack Workbook @salesforcedocs Last updated: March 16, 2016 Copyright 2000 2016 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com, inc.,
More informationGo! Guide: Medication Administration
Go! Guide: Medication Administration Introduction Medication administration is one of the most important aspects of safe patient care. The EHR assists health care professionals with safety by providing
More informationSoarian Clinicals View Only
Soarian Clinicals View Only Participant Guide Table of Contents 1. Welcome!... 5 Course Description... 5 Learning Objectives... 5 What to Expect... 5 Evaluation... 5 Agenda... 5 2. Getting Started... 6
More informationHospital Report Manager (HRM)
omd Hospital Report Manager (HRM) User & Admin Training Guide This guide provides an overview of how to retrieve and transfer data from the Hospital Information System (HIS) into the physician s InBox
More informationChild Immunization Assessment MIIC User Guidance
Minnesota Immunization Information Connection (MIIC) PO Box 64975 St. Paul, MN 55164-0975 Web: www.health.state.mn.us/miic MIIC User Guidance The Reports in MIIC indicate the up-to-date immunization status
More informationMobile App Process Guide
Mobile App Process Guide Agency Setup and Management Copyright 2018 Homecare Software Solutions, LLC One Court Square 44th Floor Long Island City, NY 11101 Phone: (718) 407-4633 Fax: (718) 679-9273 Document
More informationVOW Group Scheduling User Guide. Virtual OfficeWare, LLC 111 Ryan Court, Suite 200 Pittsburgh, PA Ph:
VOW Group Scheduling User Guide Virtual OfficeWare, LLC 111 Ryan Court, Suite 200 Pittsburgh, PA 15205 Ph: 888.950.0688 www.vowhs.com Table of Contents Summary... 2 Prerequisites... 2 Launch VOW Group
More informationTORA User Guide. How to Submit an Application on TORA for Institutional Approval
TORA User Guide How to Submit an Application on TORA for Institutional Approval Contents User Guide Objectives... 1 Logging in to TORA... 1 Menu Pages View... 3 Completing the Form... 3 Tab 1: Project
More informationTENNESSEE STATE UNIVERSITY. Banner Electronic Effort Certification Module User s Guide
TENNESSEE STATE UNIVERSITY Banner Electronic Effort Certification Module User s Guide Grants Accounting Office 02/01/2015 Contents Introduction... 1 Logging into mytsu and Accessing the Effort Certification
More informationPrincipal Investigator: Step By Step Proposal Approval Guide
Principal Investigator: Step By Step Proposal Approval Guide 1 Table of Contents Overview:... 3 1. PI Routing Approval:... 3 2. Forward to DRA:... 3 3. PI Submission Approval:... 3 Logging into RAPPORT...
More informationBulk Bill Claiming with MedicalDirector Blue Chip
Bulk Bill Claiming with MedicalDirector Blue Chip 2016 Health Communication Network Limited Contents Bulk Bill Claiming with MedicalDirector Blue Chip... 3... 3 Step 1 - Patient Details... 3... 3 Procedure...
More informationBanner Finance Research Accounting Training Workbook
Banner Finance Research Accounting Training Workbook January 2007 Release 7.3 HIGHER EDUCATION What can we help you achieve? Confidential Business Information -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
More informationHow to Document Unmade Visits
What is an Unmade Visit? A visit is considered an unmade visit when it is not made and cannot be made up within the Medicare week. Consequently, the patient s ordered visit frequency is not met for that
More informationA Guide to the Alzheimer s Research UK (ARUK) Grant Application System (Grant Tracker )
INTERNAL USER GUIDE A Guide to the Alzheimer s Research UK (ARUK) Grant Application System (Grant Tracker ) A Quick Guide for Applicants applying for funding from the Alzheimer s Research UK ARUK web page:
More informationTrigger / Timing / Frequency: When a new award is received by the University and OSP determines that the award can be accepted.
Kuali Research User Guide: Create a New Parent Award Version October 06 Purpose: To create a new parent award record in the system. Trigger / Timing / Frequency: When a new award is received by the University
More informationGrants Ontario Application Instructions Step by Step Guide
Grants Ontario Application Instructions Step by Step Guide These steps are designed to help you to submit your Grants Ontario application, attach documents to your application, view payments, and retrieve
More informationServices Website Enrollment
Secure HELP A NEW Start PATIENT ENROLL Services Website Enrollment Use this step-by-step guide to create your Secure Start services online profile, facilitate a new online ostomy patient enrollment, and
More informationHOW TO DO BUSINESS WITH THE STATE. State of Louisiana Office of State Procurement
HOW TO DO BUSINESS WITH THE STATE State of Louisiana Office of State Procurement Discussion Topics OSP Overview Methods of Procurement Types of State Contracts Vendor Registration Louisiana Small Entrepreneurship
More informationNeshoba County Board of Supervisors. Electronic Bidding / Reverse Auction Administration Policy
Neshoba County Board of Supervisors Electronic Bidding / Reverse Auction Administration Policy The Neshoba County Board of Supervisors has retained the services of U.S. Next, our website hosting provider,
More informationImproved Process Flow for Returned Batches
Improved Process Flow for Returned Batches Version of this document (date) 12. July 2011 Author Robert Bieber, SAP AG SAP note 1598633 Component FIN-FSCM-BNK Copyright 2011 SAP AG. All Rights reserved
More informationMissed (Unmade) Visit Definition and Process
Definition of a Missed (Unmade) Visit: Missed (Unmade) Visit Definition and Process All patient visits are scheduled according to the physicians ordered visit frequency based upon MSA s Medicare week.
More informationCare360 EHR Frequently Asked Questions
Care360 EHR Frequently Asked Questions Table of Contents Care360 EHR... 4 What is Care360 EHR?... 4 What are the current capabilities of Care 360 EHR?... 4 Is Care 360 EHR an EMR?... 5 Can I have Care360
More informationTexas Commission on Environmental Quality
Texas Commission on Environmental Quality Instructions: Applying for a Use Determination for Pollution Control Property through STEERS There are now two ways to apply for a Use Determination for Pollution
More informationHow to Guide Talent Acquisition - Mobility. January 2016
How to Guide Talent Acquisition - Mobility January 06 SUMMARY Internal mobility Introduction Application form Career Tab How to access? Job Application tab Searching for a job Job Alert tab Apply to a
More informationCayuse IRB for Researchers
Cayuse IRB for Researchers 2 Table of Content What is CayuseIRB.. 3 Submission Workflow Chart. 5 Logging In.. 6 Dashboard. 8 Creating an Initial Review Request 10 Completing Forms.13 Determinations.. 29
More informationPeopleSoft Recruiting Solutions
PeopleSoft Recruiting Solutions Student Job Posting January 22, 2013 Recruiting Solutions (Rec Sol) replaced Y-Careers for all on-campus job postings effective December 10, 2012 o Y-Careers is now the
More informationLOGIN TO INFINITE CAMPUS: A. In Chrome or Firefox, copy and paste the following URL and hit return and the IC login window will open
A staff member that has been given IC rights to review and approve the application. Usually Office Support or staff member certified in Census/Enrollment. The staff member can only approve applications
More information12d Synergy and 12d Model
12d Synery Getting Started Guide 12d Synergy and 12d Model Version 2.0 November 14 12d Solutions Pty Ltd ACN 101 351 991 PO Box 351 Narabeen NSW Australia 2101 (02) 9970 7117 (02) 9970 7118 support@12d.com
More informationWelcome to the Grants Processing Course
Welcome to the Grants Processing Course Monday, February 04, 2013 1 May 22, 2013 1 Introduction Instructor Instructor Welcome and Introductions Logistics Ground Rules Course Objectives Course Content Monday,
More informationHELLO HEALTH TRAINING MANUAL
HELLO HEALTH TRAINING MANUAL Please note: As with all training materials, the names and data used in this training manual are purely fictitious and for information and training purposes only Login/What
More informationPEOPLEADMIN 7. FACULTY/LIBRARIANS ADMINISTRATORS User s Guide
PEOPLEADMIN 7 FACULTY/LIBRARIANS ADMINISTRATORS User s Guide Introduction Welcome to the George Washington University PeopleAdmin 7 Faculty/Librarian Employment System (PA7). Schools, academic departments
More information