Welcome to the Procurement Users Group

1. Welcome to theProcurement Users Group Thursday, January 20, 2005 8:30 – 11:30 am

2. Today’s Agenda • Accomplishments • Announcements • Information Management Items • OLE • Changing Menus • Presentations • Help Desk Process • Exception Orders • Changing the Business Unit on Contract Order • Break out session 2

3. Accomplishments • Historical Purchasing Data • Tracking Contract Usage • Improvements to Purchasing Documents • From last meeting: • Split Coding Work Instructions (more in-depth) • Procurement Flash Memo List • Advanced Procurement Training • Simplify Menu Pathways • Modified Field Descriptions • Updated Website 3

4. Announcements • Information Management Items • OLE Issues • Changing Menus 4

5. Information Management Items WHY? • 81-1117 says “No state agency shall hire, purchase, lease, or rent any information management item listed in subsection (1) of this section without the written approval of the information management services administrator.” 5

6. Information Management Items HOW? • Driven by Document Types • O6 Purchase Order – Commodity on Contract • Z7 Purchase Order– Service on Contract • ON Requisition – Every other Information Management Item • OT Requisition – Communications equipment 6

7. Information Management Items ON Requisitions • Convert the ON document to the appropriate Purchase Order after IMServices approval • OP Commodity < $10K • OH Commodity > $10K • O9 Service 7

8. Information Management Items Use the Attachment Feature • Text Attachments • OLE Attachments • URL Attachments …The more information you can provide, the better. 8

9. Information Management Items Tell Us • What you propose to acquire • The purpose it is intended to provide • Who we can call with questions 9

10. Information Management Items Timing • Information Management items are reviewed at least once a day, usually more • If there is no contact identified for questions, we’ll ask the originator. • Feel free to inquire if it’s not moved by the end of the next day. 10

11. Help Desk Process

12. Help! Where do I go? • Work Instructions – NIS Website • www.das.state.ne.us/nis • Co-Workers • Agency Networks • Call DAS Materiel • IMS Help Desk 12

13. Trouble Shooting TechniquesSelf Check Before you call the Help Desk, these steps can facilitate a solution or a quicker resolution. 13

14. Has any work been done on my computer or software lately? • If you use Citrix, did you log into the WPD7333 environment? 14

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16. Log out of NIS and log back in • Log off PC and Restart • Can you perform the function on another PC? • Have you checked your Security? 16

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19. OFF TO THE HELP DESKWhat do they need to help you? • User ID • Screen shot of errors • Batch numbers, Document numbers, Purchase Order Numbers, • Menu path – also known as Bread crumbs 19

20. Exception Orders

21. *Process under evaluation. For more information, refer to Menus and Flows document in the Procurement Training Manuals 21

22. Changing Business Unit on Contract

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26. Break out Session

27. Breakout Session Instructions – 30 minutes blue • Task #1: Ask a question and work as a group to answer it. Write the question and its answer on the paper. • Task #2: Everyone share a tip or trick they have learned about the system. Write these on the paper. • Task #3: Discuss possible improvements to the system. Write the improvement with a possible resolution on the paper. • Task #4: Pick one person in your group to present what is on your paper and ONE tip from the paper to the large group. yellow orange blue yellow 27

28. Small Group Presentations

29. Thank you for coming!Please remember to fill out an evaluation!