AAR, Award, Post-Award Process Maps v 4.19 Last Updated: May 3, 2016
|
|
|
- Francine Evans
- 8 years ago
- Views:
Transcription
1 , Award, Post-Award Process Maps v. Last Updated: - Award Action Request - No Cost Extension (Prior Approval Required) - No Cost Extension (Prior Approval Waived) - Extension to Closeout - Drawdown Request OCPR-.,. Org Profile Change Request ( Enrollment) ERA- Electronic Recipient Acceptance
2 Process Map Key Grants Online Hard Stop Codes RFA Creator RFA Publisher Grants Specialist Grants Online Document HS = Vendor and Funding HSP = Vendor and Funding POST HSFP = Funding Only - POST HSV = Vendor Only HSF = Funding Only Assigned Program Officer NOAA FALD Rep Competition Manager NEPA Official Multiple Grants Online Documents Process Step Interface User VV = Vendor Transaction Validate VC = Vendor Transaction - Create P = Procurement Request Transaction O = Obligation Transaction CBS C = Closeout Transaction Interface SN = SF-0 Non- Transaction Task SA = SF-0 Transaction Continue Data Quality Validator Requestor Notification Alternate Path Selecting Official Vendor Data Control Important Note Authorizer Finance Office CBS Error Notifier Bureau OLIA (OLA) Department OLIA
3 Award Action Request Workflow (-) Search for Awards via The Awards Tab Access Grants File page And Select Award Action Request from the Action Dropdown Menu Select Type of Award Action Request, Enter required fields And Workflow Review Award Action Request Forward to Authorized Note: If turns info an Amendment then the workflow will be the same except that the approval document will be an Amendment. Review Award Action Request Forward to Agency Assigned Program Officer 0.) Review Award Action Request.) Forward to Grants Specialist Grants Specialist Forward for Optional Review FALD and/or Director 0 or Amendment Approval Notification.) Review or Amendment.) Approve or Amendment.) Review Award Action Request.) Forward to Grants Specialist.) Review Award Action Request.) Forward to Grants Specialist Note: An amendment would have to be accepted by the Recipient Authorized before becoming effective.
4 Award Action Request Workflow (-) No Cost Extension Prior Approval Required INITIATER (Recipient Authorized, PI, Co-PI, or Finance ) Search for Awards via The Awards Tab Access Grants File page And Select Award Action Request from the Action Dropdown Menu Select Type of Award Action Request, Enter required fields And Workflow Review Award Action Request Forward to Authorized Note: If turns info an Amendment then the workflow will be the same except that the approval document will be an Amendment. Review Award Action Request Forward to Agency Assigned Program Officer 0.) Review Award Action Request.) Forward to Grants Specialist Grants Specialist.) Review Amendment.) Forward to O Accept HSP Unapproved profile update Authorizer 0 CBS st and nd Approval Date Extension CBS st/nd Approver/ CBS Interface Initiate Ob Mode Grants Online System Admin Accept/Decline Amd Approve Amd/ Extend Date in Grants Online Decline B A Acknowledge Decline (Grants Online award expiration date is rolled back.). Nightly Upload to CBS DW for ARRA. File generation for FAADS/USASpending
5 Award Action Request Workflow (-) No Cost Extension Prior Approval Waived aka Expanded Authority INITIATER (Recipient Authorized, PI, Co-PI, or Finance ) Search for Awards via The Awards Tab Access Grants File page And Select Award Action Request from the Action Dropdown Menu Select Type of Award Action Request, Enter required fields And Workflow Review Award Action Request Forward to Authorized o HSP Unapproved profile update Authorizer CBS st and nd Approval Date Extension CBS st/nd Approver/ CBS Interface 0 Initiate Ob Mode Grants Online System Admin Review Award Action Request Forward to Agency Extend Date in Grants Online. Nightly Upload to CBS DW for ARRA. File generation for FAADS/USASpending
6 Award Action Request Workflow (-) Extension to Closeout INITIATER (Recipient Authorized, PI, Co-PI, or Finance ) Search for Awards via The Awards Tab Access Grants File page And Select Award Action Request from the Action Dropdown Menu Select Type of Award Action Request, Enter required fields And Workflow Review Award Action Request Forward to Authorized o HSP Review Award Action Request Forward to Agency Grants Specialist 0.) Review.) Forward to Approve Only Unapproved profile update o Authorizer/ CBS Interface Approved Only Extend Final Reports due date in Grants Online Approval/Denial Notification
7 Drawdown Request (-) Agency Review Recipients Only (Non-NOAA Bureaus) Drawdown Request created by Submitting Biz/Fin Rep can be forwarded directly to the Agency Business-Finance, Authorized Search Awards Click on Create Drawdown Request from the Grants File options and go to details page to fill out form Forward To Authorized Recipient Authorized Forward to Agency EDA Only a Forward to Optional Reviewer b EDA Director/ c Approve Assigned Grants Specialist Accept Drawdown Request Authorizer 0 Release Funds in Recipient Authorized Approval Notification
8 Organization Profile Change Request Workflow (OPCR-.) Enrollment OPCR INITIATER (Recipient Authorized, PI, Co-PI, or Finance ) Select Update Institutional Profile Under Awards Tab Review Award Action Request/ Forward to Authorized Review Award Action Request Forward to Agency Authorizer Initiate Enrollment Enrollment Checklist 0 Data Quality Validator Org Lookup / Provisional Org Workflow (if needed) Data Quality Validator Validate Org Profile (CCR) * Vendor Data Control V V Initiate get Vendor info Vendor Data Control Reject Vendor Info / CBS Errors Create New Vendor * Accept Vendor Info /Request New Vendor VC CBS Vendor Created Grants Online System Admin/ CBS Error Notifier 0 Link Vendor with Org Profile To Step OPCR-. * Not Separate Task, new action on screen. Choose Current Vendor AUTOMATED TASK * Certification Task has been automated
9 Organization Profile Change Request Workflow (OPCR-.) Enrollment From Step 0 OPCR-. Affected Grants Officers Approve Enrollment Checklist EACH Step (-) is completed once for one or multiple awards OPCR Finance Office/ CBS Interface Modify Oblig Vendor Info CBS st/nd Approver/ CBS Interface CBS st/nd Approver/ CBS Interface Authorizer Authorization Finance Office 0 * Certification * Certification Task has been automated Note: Approval (Notification Only)
10 Award: Electronic Recipient Acceptance Overview (ERA) Approve Award File CBS st Approver Approve CBS nd Approver Approve If NOAA, Grants > $00,000 only; or If other Bureaus, all Grants If NOAA, Grants > $00,000 only; or If other Bureaus, all Grants Authorizer Authorization Finance Office Certification Bureau OLIA (OLA) 0 Clear Award File Department OLIA Clear Award File Manage Award Complete Manage Award Users Recipient System Admin Accept Award
Grants Online Training Manual
Economic Development Administration Grants Online Training Manual Project Officer Training 2015 Updated: October 2015 Table of Contents Table of Contents... i Training Agenda... iv Day 1 Processing a Non-Competitive
Grants Management Division Manual. CBS-Commerce Business Systems (CAMS) Prepared by BearingPoint, Inc.
Grants Management Division Manual CBS-Commerce Business Systems (CAMS) Prepared by BearingPoint, Inc. June 13, 2006 Table of Contents Table of Contents TABLE OF CONTENTS...I DOCUMENT CONVENTIONS...I GRANTS
Grants Management Division Manual. Reviewing and Approving an Award File. Prepared by BearingPoint, Inc.
Grants Management Division Manual Reviewing and Approving an Award File Prepared by BearingPoint, Inc. May 5, 2006 Table of Contents Table of Contents TABLE OF CONTENTS...I DOCUMENT CONVENTIONS...I GRANTS
1. Introduction to the Automated Accounts Payable Development... 3. 2. Process Flows of Purchase Orders, Goods Receipts and Invoice Queries...
Contents 1. Introduction to the Automated Accounts Payable Development... 3 2. Process Flows of Purchase Orders, Goods Receipts and Invoice Queries... 4 2.1 Ideal MM Process... 4 2.2 Missing GRN process...
Enterprise Data Management As-Is Process Flows and Narratives
Contents 6.3.1.1 Create & Update Materials... 2 6.3.1.3 Retire Materials... 8 6.3.2.1 Create SDAs and ITOs... 12 6.3.2.2 Create Customer Ship-To Locations... 14 6.3.2.3 Retire Customers... 16 6.3.3.1 Create
Vendor Management System Overview
Vendor Management System Overview RigUp s Vendor Management System provides a solution for managing all of your vendors compliance data, documents, and approval status in one location. With the requirement
Research Coordinator - PI s who have research coordinators or secretarial support can designate individuals to manage their IRB protocols in Mentor.
Mentor Online IRB System IRB s require lots of documentation and managing this process can get to be a burden for both investigators and the IRB committee and administrator. The Mentor IRB system is designed
Create a requisition for a job
Create a requisition for a job This quick guide describes the key steps in creating a requisition for a new job posting and creating teams. Other resources for hiring administrators are available at http://www.uvic.ca/hr/services/home/hiring/index.php
GiftWorks Online Donations
GiftWorks Online Donations Getting Started GiftWorks Online Donations delivers a fast, convenient tool for accepting online donations (through your website or through an email link) and downloading those
Items. Gain detailed knowledge of the item record and learn how to work with items in SuccessFactors Learning.
Items Gain detailed knowledge of the item record and learn how to work with items in SuccessFactors Learning. Items: Main Concepts An item is an assignable unit that can be tracked in the SuccessFactors
Performance Review Documentation for Duke University Employees
Performance Review Documentation for Duke University Employees At Duke, annual reviews are required. Mid-Year reviews may also be required by the department. Below are the steps in the performance management
Collaborate on documents
Collaborate on documents Work on documents simultaneously When Word, Excel, PowerPoint, and OneNote documents are stored in your Office 365 libraries, you can work together on them using Office Web Apps,
Covered Entities Guide for Public Users. Registering a Contract Pharmacy
Registering a Contract Pharmacy Major Sections in This Guide: To jump to a specific section in this guide, click one of these links: Searching for a Covered Entity (page 4) Terminating an Existing Contract
Closing An Account in the Finance System
Closing An Account in the Finance System Table of Contents 1. Getting Started... 2 Expiration Date and Continuation Account... 2 Closing an Account Checklist... 2 2. Transactions in the Finance System...
NOAA Administrative Standard Award Conditions
ATTACHMENT B During the Federal Government s Fiscal Year 2006, NOAA fully implemented NOAA Grants Online. Grants Online is the premier Federal solution for full life-cycle grants management processing.
KTS Data Exchange Course Setup
KTS Data Exchange Course Setup 2016 This document provides instructions on how both home high schools and technical schools will schedule courses. The document also provides descriptions of the new technical
Box Admin Best Practices: Everyday Collaboration
Box Admin Best Practices: Everyday Collaboration Sharing documents securely is easy with Box. You can configure sharing and collaboration settings to fit the needs of every person in your team, company
Managing Vendors on Procurement Management Portal
Managing Vendors on Procurement Management Portal Contents 1.0 Vendor registration... 4 1.1 Temporary Registration.... 4 1.2 Registration Verification... 5 1.3 Terms and Conditions... 5 1.4 Full Registration
License Management and Support Guide
License Management and Support Guide Salesforce, Winter 16 @salesforcedocs Last updated: December 8, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark
Salesforce Integration Version 1.2, published 15/04/2013 14:45
User Guide Version 1.2, published 15/04/2013 14:45 Improving results together 1 Introduction This document is the user guide for our integration which connects your PureResponse account to Salesforce.
Alerts Pane Headers... 3. Alerts Pane... 3 Workflow Status... 4. Workflow Key... 4 Activity Filter... 4. Document Search... 5
DocFast DocFast TECHNOTE Agent Cheat Sheet This technote can be considered a cheat sheet for providing a better understanding of the meaning and navigation behind the DocFast Distributor Environment. Contents
CCMS Bulk Claim Upload Pilot Use Only
The bulk upload facility in CCMS allows you to export data from your case management system and upload it directly into CCMS. This replaces the need for you to manually enter bills line by line. Your software
Multivendor Extension User Guide
Multivendor Extension User Guide About This Extension: The market place extension gives merchants the ability to sell products through multiple drop shippers, vendors, and suppliers. It allows vendors
Automate G/L Consolidation User Guide
Automate G/L Consolidation User Guide Important Notice TaiRox does not warrant or represent that your use of this software product will be uninterrupted or error-free or that the software product can be
Projectmates User Guide for Montclair State University Facilities Construction Projects
Projectmates User Guide for Montclair State University Facilities Construction Projects Systemates, Inc. Dallas, Texas 214.217.4100 www.montclair.edu/projectmates Copyright 2013 Systemates, Inc. Page 1
Admin Guide for Lead-Xpress
Admin Guide for Lead-Xpress Table of Contents Enabling Lead-Xpress... 2 Creating new Lead-Xpress Users... 3 Adding New Lead-Xpress Users Individually...3 Importing a Group of Sales Reps...4 Customizing
Club Offers Management
Club Offers Management Campaign Builder (Club Offers Management - 13/11/12) Page 1 Campaign Builder (Club Offers Management - 13/11/12) Page 2 Contents Contents... 1 Club Offers Management... 5 Tagging
Licensure Management & Application Online System
Licensure Management & Application Online System School System User Guide March/April 2015 Created by: Iron Data with NCDPI/Licensure Section March, 2015 1 School System User Guide NC DPI Online Licensure
Identifying Bid Opportunities
Vendor Quick Reference Guide Identifying Bid Opportunities There are several ways to identify bid opportunities based on the information you have available. This guide will provide you with step-by-step
INTEGRATED BUDGET INFORMATION SYSTEM (IBIS) USER GUIDE. Budget Code Form
INTEGRATED BUDGET INFORMATION SYSTEM (IBIS) USER GUIDE Budget Code Form Page 1 TABLE OF CONTENTS 1. General Navigation 2. How to Create a New Budget Code 3. How to Edit an Existing Budget Code Page 2 General
GRANT AND CONTRACT ACCOUNTING GRANT REVIEW TOOLKIT POST AWARD PROCESS
The below information is a brief overview of the Post Award Process that Grant and Contract Accounting follows in its post award administration of awarded sponsored projects. Please note that this overview
Auto Fill Functionality
Auto Fill Functionality Contents Configuration... 1 Creating Refill and Autofill Reminders... 1 Enabling Message Types and Escalations... 2 Enabling Communication Types... 3 Setting Prompting Options...
Office of Educational Programs Intern Request Form
Office of Educational Programs Intern Request Form January 2014 Rev. 1 Intern Request Form To provide a brief overview on how to complete an Intern Request Form Important: Before requesting a student from
Online Appointment Tracking System (OATS) Division/Department Admin User Reference Guide
Online Appointment Tracking System (OATS) Division/Department Admin User Reference Guide PGME Office Revised December 2015 Table of Contents Online Appointment Tracking System: Access & Responsibilities...
Web Content Management Training Manualv3
City & County of San Francisco Powered by Innovation DT City & County of Sa Departme Techno Powered by Innova DEPARTMENT OF TECHNOLOGYDT Web Content Management Training Manualv3 Department of Technology
1. In the Actions section of the home page, click on the Raise New Absence Request button.
(Imperial College Availability Management System) USER Guidance Notes Contents: Link to log in:... 2 How to raise a leave/absence request:... 2 How to amend an unapproved leave/absence request or delete
TIB 2.0 Administration Functions Overview
TIB 2.0 Administration Functions Overview Table of Contents 1. INTRODUCTION 4 1.1. Purpose/Background 4 1.2. Definitions, Acronyms and Abbreviations 4 2. OVERVIEW 5 2.1. Overall Process Map 5 3. ADMINISTRATOR
Office of the Chief Financial Officer Grant Award and Financial Management Information. Postaward Instructions
Office of the Chief Financial Officer Grant Award and Financial Management Information Postaward Instructions Postaward Instructions The following steps are provided as a tool for the financial administration
Banner Web Financial Aid
Banner Web Financial Aid This is the MSU Great Falls homepage. It is located at www.msugf.edu *Note that the Campus Announcements and News Releases in the center of the page will always be changing. Under
The Help Desk for SharePoint 2007 End User Guide
The Help Desk for SharePoint 2007 End User Guide Solution This solution is comprised of a single site that is used to process internal Help Desk requests. From the submittal of a request through the complete
MAKING PAYMENTS ONLINE. ELECTRONIC CHECKING (ACH) PAYMENTS PINLESS ATM DEBIT CARD PAYMENTS CREDIT CARD(only for Deposit Payments)
MAKING PAYMENTS ONLINE ELECTRONIC CHECKING (ACH) PAYMENTS PINLESS ATM DEBIT CARD PAYMENTS CREDIT CARD(only for Deposit Payments) On the Hofstra home page (www.hofstra.edu) click (myhofstra) to log onto
Sort Folders on Desktop 1. Right Mouse Click on Right Side of Workspace. 2. Select from Menu Sort Workspace
PARIS TIPS 1. Question How to sort folders in PARIS? Sort Folders on Desktop 1. Right Mouse Click on Right Side of Workspace 2. Select from Menu Sort Workspace You can sort by 1. Folder name 2. Type 3.
This is a training module for Maximo Asset Management V7.1. In this module, you learn to use the E-Signature user authentication feature.
This is a training module for Maximo Asset Management V7.1. In this module, you learn to use the E-Signature user authentication feature. Page 1 of 16 When you complete this module, you can perform these
User Manual FOR KYC Registration Agency
User Manual FOR KYC Registration Agency DECEMBER 2011 About KRA: SEBI (Securities and Exchange Board of India) has formulated the KYC Registration Agency (KRA) Regulations, which have been notified vide
PROJECT in a box version 2.4 Server. Install guide
PROJECT in a box version 2.4 Server Install guide Install Guide V9 (2.4.1.001) Introduction This guide will take you step by step through the process of installing your PROJECT in a box Server and introduce
Copyright 2011 Business Management Systems. Web Based ERP/CRM Software
Web Based ERP/CRM Software INTRODUCTION... 7 Features... 8 Services... 9 INSTALLATION... 10 CUSTOMER FILE... 11 Add Customer... 11 Modify Customer... 13 Add Ship To... 14 Modify Ship To... 15 Reports...
Electronic Invoicing. InvoiceWorks Supplier User Guide For Atlas Air
Electronic Invoicing InvoiceWorks Supplier User Guide For Atlas Air Technical Support Check the Help Menu item for assistance with that screen and more links to more extensive Help. Questions and/or concerns
Navy Construction / Facilities Management Invoice
Invoicing Receipt Acceptance Property Transfer Navy Construction / Facilities Management Invoice To learn how to electronically submit and take action on irapt documents through simulations and step-by-step
Accounts Payable. Vendors and Vouchers
Accounts Payable Vendors and Vouchers 1 Agenda Searching for Vendors Entering Vouchers Budget Checking Submitting for Approval Viewing Workflow Viewing Voucher Status Approving Vouchers Denying (returning)
FedEx Billing Online PDF Help Guide Credit Card Customers
FedEx Billing Online PDF Help Guide Credit Card Customers Table of Contents Introduction... 2 Logging In/Your Account Summary... 3 Viewing... 4 Disputing... 8 Searching... 9 Downloading... 11 Managing
ipay88 Recurring Payments V1.0 CHAPTER GUIDE
CHAPTER GUIDE Overview 3 Login to Recurring Payments Page 4 Recurring Payments via Email 5 Recurring Payments via Website 10 Online Report 16 Modify or Terminate A Subscription 18 FAQ 22 OVERVIEW When
Online Requesting and Receiving. Training Manual
Online Requesting and Receiving Training Manual 1 Table of Contents Introduction 3 Logging In.3 Creating a Profile...3 Modifying a Ship to Address...3 FOAPAL and Commodity Codes 3 Code Favorites...3 Understanding
The purpose of this User Guide is to provide users with guidance on the following:
LEAD MANAGEMENT Introduction The purpose of this User Guide is to provide users with guidance on the following: Creating a Lead Importing Leads Managing Leads Completing a Lead Not Proceeding Re-opening
Grant Management System Training Guide Module 9 Notification Center Home Dashboard Ver 6.1 Updated: 2.13.2014
Grant Management System Training Guide Module 9 Notification Center Home Dashboard Ver 6.1 Updated: 2.13.2014 Prepared by: Table of Contents Module 9: Notification Center on the Home Dashboard This module
ProvisionPoint Delegate Admin
ProvisionPoint Delegate Admin Thursday, March 24, 2011 Contents ProvisionPoint Overview... 3 ProvisionPoint Login... 3 Invite New Users... 4 View New User Requests... 5 Quick Approve/Approve New User Requests...
RSA Security Analytics
RSA Security Analytics Event Source Log Configuration Guide Sourcefire Defense Center Last Modified: Thursday, July 30, 2015 Event Source Product Information: Vendor: Sourcefire Event Source: Defense Center
Using Naviance for the College Application & Transcript Request Process
1 Using Naviance for the College Application & Transcript Request Process Naviance is a crucial resource in the college application process... *Use this page as a checklist to make sure you have completed
FACILITES MANAGEMENT SERVICES PORTAL
FACILITES MANAGEMENT SERVICES PORTAL Table of Contents Overview Accessing the Facilitates Management Portal 2 Common Icons 2 Basic Navigation 2 Portal Features 3 Portal Sections 4 HOW-TOs HOW-TO Access
Our Tradition. Your Opportunity
Our Tradition Your Opportunity CREATING AN ADJUNCT FACULTY POOL OVERVIEW The PV TALENT System has a built in functionality that will allow an academic department to create an adjunct faculty pool By using
DocuSign for Salesforce Administrator Guide v6.1.1 Rev A Published: July 16, 2015
DocuSign for Salesforce Administrator Guide v6.1.1 Rev A Published: July 16, 2015 Copyright Copyright 2003-2015 DocuSign, Inc. All rights reserved. For information about DocuSign trademarks, copyrights
Texas Education Agency How to Create and Manage TSDS Web Service Accounts in TEAL
Texas Education Agency How to Create and Manage TSDS Web Service Accounts in TEAL Prepared by Michele Elledge August 28, 2013 Document History v.01 Michele Elledge Initial draft v.1 Michele Elledge Updated
ONLINE PROGRAM MANAGEMENT SYSTEM. Program Management System. Overview PRINTED ON 16/06/2009 PAGE 1 OF 10
ONLINE PROGRAM MANAGEMENT SYSTEM Program Management System Overview PRINTED ON 16/06/2009 PAGE 1 OF 10 Table of Contents PAGE TABLE OF CONTENTS... 2 PROGRAM MANAGEMENT SYSTEM... 3 KEY OBJECTIVE... 3 KEY
ARIBA Contract Management System. User Guide to Accompany Training
ARIBA Contract Management System User Guide to Accompany Training Technical Training Team 6/29/2010 Table of Contents How to use this Guide... 4 Contract Management Process... 5 ARIBA- Getting Started...
Santa Cruz Contracts End User Guide
Santa Cruz Contracts End 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 2011 SunGard Public
Getting Started and Administration
AUGUST 2015 Microsoft Volume Licensing Service Center Getting Started and Administration 2 Microsoft Volume Licensing Service Center: Getting Started and Administration Table of contents Microsoft Volume
10/28/2013. Partners Zixmail Web Portal. Provider Training. Let s Get Started!
Partners Zixmail Web Portal Provider Training Let s Get Started! 1 Setting Up Your Partners Zixmail Web Portal There are two methods to begin this process. Option #1 Use the link on the Partners Provider
ESS-Employee Self Service User Manual for OrangeHRM Version 3.0
ESS-Employee Self Service User Manual for OrangeHRM Version 3.0 All Rights Reserved. Published in the United States of America. This publication is protected by copyright, and permission must be obtained
E-Commerce Manual. A brief overview of your website s E-commerce system with screenshots. E-commerce Manual
E-Commerce A brief overview of your website s system with screenshots. 1 Contents Categories:...3 Products:...4 Adding a New Product:...5 Adding an Image to a Product:...7 Creating a New Attribute:...8
Perform this procedure when you need to add a recurring payment option, or when you need to change or withdraw it.
Purpose Use this procedure to add, change, or remove recurring payments. Trigger Perform this procedure when you need to add a recurring payment option, or when you need to change or withdraw it. Prerequisites
The United States Office Of Personnel Management eopf System Administrator Training Manual for eopf Version 4.0.
The United States Office Of Personnel Management eopf System Administrator Training Manual for eopf Version 4.0. Copyright 1994-2007 by Northrop Grumman. All rights reserved. Northrop Grumman, the Northrop
SharePoint Designer Workflow Driven
LHL SharePoint Help Desk Requestor Process Service Request list is restrictive A requestor can only see those requests created by him or her Managers and assignees can see / edit all requests SharePoint
Document Management. User Guide. Etz Support Team June 2012
Document Management User Guide Etz Support Team June 2012 This guide shows how to set up your Document Management module and explains how to apply and manage documents through your Etz system. Contents
Talent Management and Acquisition Training
Talent Management and Acquisition Training Performance Management July 2011 Dashboard Upon logging into the Talent Management system, the first screen is called the Dashboard. It is the HOME page for this
Unity 6. Dynamic Lists. LOCAL GOVERNMENT ASSOCIATION OF SA Unity (DCW Edition) Guide
LOCAL GOVERNMENT ASSOCIATION OF SA Unity (DCW Edition) Guide Unity 6 For support with using UnityTM (DCW Edition) contact: The Electronic Services Program (ESP) Team Local Government Association of SA:
Basic Smart Fax. For Support: (800) 925-1525 Support Hours: M-F 8:30 am 9:00 pm Sat-Sun: 10:00 am 3:00 pm www.crmls.org/support
Basic Smart Fax For Support: (800) 925-1525 Support Hours: M-F 8:30 am 9:00 pm Sat-Sun: 10:00 am 3:00 pm www.crmls.org/support All rights reserved. No part of this publication may be reproduced, stored
Click a topic in the Table of Contents to jump to a topic and use Ctrl + Home to return to this page.
Table of Contents Click a topic in the Table of Contents to jump to a topic and use Ctrl + Home to return to this page. RECRUITING WORKFLOW... 1 CREATE JOB OPENING... 2 TEMPORARY JOB OPENING... 2 POSITION
Quick Guide for e-submissions to Victorian Public Health Organisations
Quick Guide for e-submissions to Victorian Public Health Organisations 1. Submitting Applications to Victorian Human Research Ethics Committees or Victorian Research Governance Offices Electronic submissions
NEW FEATURE OVERVIEW SPRINGCM S APPROVAL WORKFLOW TOOL (AKA ROUTING AND APPROVAL WORKFLOW)
NEW FEATURE OVERVIEW SPRINGCM S APPROVAL WORKFLOW TOOL (AKA ROUTING AND APPROVAL WORKFLOW) SpringCM is deploying a new series of enhancements to the Approval workflow. Approval Workflows is a core platform
2. ACH Receipts for single ACH receipts or collections from a single recipient.
PAYMENTS March 2016 DFCU OnLine offers six different ACH Payment types: 1. ACH Payment for single ACH payments to a single recipient. 2. ACH Receipts for single ACH receipts or collections from a single
Timetable Manager School Timetabler User Guide
Timetable Manager School Timetabler User Guide IT Services November 2013 Contents 1. Getting Started... 3 1.1. Introduction... 3 1.2. Logging In... 3 1.3. Home screen... 3 2. Timetable Status... 4 3. Course
Creating a Dashboard & Company Search System - Overview
Online Recruitment Application Login To Control Panel Type www.e-rookie.com in your browser Click to Login then enter User Name & Password Process Steps Dashboard Customize Desktop Settings Dashboard User
Research Application Tracking System (RATS)
DEPARTMENT OF STATE Bureau of Oceans and International Environmental Scientific Affairs, Office of Ocean and Polar Affairs (OES/OA) Research Application Tracking System (RATS) User s Manual , OFFICE OF
DGS Prolog Manager & Prolog Converge User Manual
DGS Prolog Manager & Prolog Converge User Manual Table of Contents Prolog Overview Flowchart 1 Entering a New Project 2 Solicitations 7 Contracts Module 14 Change Orders 21 Change Order Workflow Diagram
Does the GC have an online document management solution?
This FAQ contains: Web File Services definition Access web file services Create a WFS folder Upload a document Email a link to a document folder Create WFS subscription Cancel existing subscription Create
SecureAnywhereTM Web Security Service
SecureAnywhereTM Web Security Service This document provides a general overview of the Webroot SecureAnywhere Web Security Service Partner Management Portal. Webroot Partners such as Managed Service Providers
Copyright 2006 Business Management Systems. Web Based ERP/CRM Software
Web Based ERP/CRM Software INTRODUCTION...8 Features... 9 Services... 10 INSTALLATION...11 CUSTOMER FILE...12 Add Customer... 12 Modify Customer... 14 Add Ship To... 15 Modify Ship To... 16 Reports...
eopf Release E Administrator Training Manual
eopf Release E Administrator Training Manual i The United States Office Of Personnel Management eopf Administrator Training Manual for eopf v5 eopf Version 4.1, July 2007, March 2008, March 2009; eopf
Online Statements. About this guide. Important information
Online Statements About this guide This guide shows you how to: View online statements, including CommBiz Activity Statements (Billing summaries) and online statements for Transaction Accounts, Credit
MMP QUICK REFERENCE Table of Content
MMP QUICK REFERENCE Table of Content Glossary.. 2 Accessing MMP... 3 Personalize Your Shopping Profile.. 4 Quick Steps for Creating Shopping Carts & Adding Products Creating and Renaming a Cart.. 4 Adding
Updated 08/2015. Wire Transfer User Guide
Updated 08/2015 Wire Transfer User Guide Wire Transfers The Wire section provides you with the ability to create one-time wires or set up template-based wires for ongoing use. Wiring Funds The tasks you
Integrating Autotask Service Desk Ticketing with the Cisco OnPlus Portal
Integrating Autotask Service Desk Ticketing with the Cisco OnPlus Portal This Application Note provides instructions for configuring Apps settings on the Cisco OnPlus Portal and Autotask application settings
Graduate Council Admissions Demo
Graduate Council Admissions Demo Contact Us: web email phone www.csus.edu/cms/training/training.stm cmshelpdesk@csus.edu (916) 278-2670 [CMS Help Desk] Last updated September, 22 nd. Overview This document
SpringCM Integration Guide. for Salesforce
SpringCM Integration Guide for Salesforce September 2014 Introduction You are minutes away from fully integrating SpringCM into your Salesforce account. The SpringCM Open Cloud Connector will allow you
mytraining INSTRUCTION GUIDE
mytraining INSTRUCTION GUIDE This guide is to be used as a resource for successfully completing training within the mytraining training management system LOGGING INTO MYTRAINING To log into mytraining:
TRAINING MANUAL FOR NATIONAL E-GOVERNMENT PROCUREMENT SYSTEM OF NEPAL
TRAINING MANUAL FOR NATIONAL E-GOVERNMENT PROCUREMENT SYSTEM OF NEPAL Bidders Group www.bolpatra.gov.np/egp Organized By: Government of Nepal Public Procurement Monitoring Office, Tahachal, Kathmandu Table
SCHOLARONE ABSTRACTS SPEAKER MANAGEMENT
SCHOLARONE ABSTRACTS SPEAKER MANAGEMENT TABLE OF CONTENTS Select an item in the table of contents to go to that topic in the document. OVERVIEW OF SPEAKER MANAGEMENT... 2 ACCESSING SPEAKER MANAGEMENT...
GRANT CLOSEOUT SYSTEM END-USER MANUAL
GRANT CLOSEOUT SYSTEM END-USER MANUAL Table of Contents Table of Contents... i List of Figures... ii 1. Introduction... 1 About this Document... 1 Grant Closeout System... 1 Closeout Package for Governmental
Oracle Taleo Business Edition Cloud Service. What s New in Release 15B2
Oracle Taleo Business Edition Cloud Service What s New in Release 15B2 October 2015 TABLE OF CONTENTS REVISION HISTORY... 3 OVERVIEW... 4 RELEASE FEATURE SUMMARY... 4 CAREERS WEBSITES... 5 Job Alerts...
Cloud Web Portal User Guide Version 2.0
Cloud Web Portal User Guide Version 2.0 Welcome to ncrypted Cloud! ncrypted Cloud is a Privacy, Security, and Collaboration application that uses Industry Standard Encryption Technology (AES-256 bit encryption)