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ePro FAST Template Training. August 20, 2007 September 10, 2007. Add connection: PROD PS8.8 FAB - ePro. Click on: Page 2. Assign Privilege. Prod PS8.8 FAB - ePro The scrollable display block below shows all available privileges for this connection.

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Epro fast template training

ePro FAST Template Training

August 20, 2007

September 10, 2007




Assign privilege
Assign Privilege

Prod PS8.8 FAB - ePro

The scrollable display block below shows all available

privileges for this connection.

If the user has any of the privileges, there will be a check

mark next to it and date assigned.

To request a new privilege for a user, click on the left

most box next to the desired privilege and an 'A' will

appear in this box.

To request removal of an existing privilege from a user

click on the left most box next to the desired privilege

and an 'R' will appear in this box.

For information on an privilege click on its description.

(you’ll see below message pop up)


Assign privilege continued
Assign Privilege (continued)


After assigning privilege scroll down to the request information section
After assigning privilege, scroll down to theRequest Information section:

Enter Chart Field Information for inquiry access:

(list dept. numbers individually, add rows as necessary)

ALL Department Access:

_______ ______ ______ ______

OR

Department/Program Access:

______/______ ______/______

Account level access - please select at least one:

__ Expenses __ Balance Sheet

***************************************************************

NOTE: Full 5 digit Dept. Number is required; Programs can be partially identified (ie. 203%)


Enter user information always fill this section out
Enter User Information: (always fill this section out)

***************************************************************

This request is for one individual only, enter a separate

FAST request for each requester or approver.

***************************************************************

User Information: (All fields required)

Name:________________

Department Name: ______________

Building:______________

Room Number:______________

Phone:______________

Fax:______________

Email:______________

Default Chart Fields (Optional)

Fund _ _ Department _ _ _ _ _ Program _ _ _ _ _

IS THIS USER A REQUESTOR ONLY?

Yes_____ No______

If yes, the request information section is complete, please

verify privilege is selected.

If no, continue.

Default Chart Fields: Pertains to online requisition entry only. A requestor can default one, two, or all three of the chart fields. If defaults are used they will appear on all requisitions entered by this requester, they can be over keyed.

Yes – user will only ENTER requisitions with no approval rights. FAST request is complete, click OK.

No – user will be responsible for approving requisitions and can also enter. Continue on with FAST request


Epro fast template training

Primary Approver: (fill out this section if all requisitions charging the indicated department program combinations must be approved by this user)

IS THIS USER A PRIMARY APPROVER?

Yes_____ No______

If yes, complete the primary requisition approver request section.

If no, complete the backup approver request section.

Primary Requisition Approver

Definition: ALL REQUISITIONS CHARGING THE INDICATED

DEPARTMENT PROGRAM COMBINATIONS MUST BE

APPROVED BY THIS USER.

Note: If multiple approvers are entered for the same

department/program combination, all must approve

requisition(s) prior to a purchase order being issued.

-------------------------------------------------

PRIMARY APPROVER SECTION

Department/Program Combination Authorized to Approve:

Department Number Program Code

(List department numbers individually, insert lines as needed)

_________ / ____________

_________ / ____________

_________ / ____________

(Note: if authorized to approve all programs for

a department then enter a % for the program

code. Ex: 31007 / %)

When a specific program code is indicated you

must assign a 'catch-all' approver for all other programs

under that department. Which will require a separate

FAST request.


Backup approver assign at least one backup approver different than the primary approver
Backup Approver: (assign at least one backup approver, different than the primary approver)

YOU MUST ASSIGN A BACKUP APPROVER FOR YOUR DEPARTMENT

IS THIS USER A BACKUP APPROVER?

Yes________ NO_________

If yes, complete the backup approver section.

If no, ensure that at least one FAST request has been submitted

for a backup approver

------------------------------------------------

BACKUP APPROVER SECTION

Definition: Each department is required to have at least

one backup approver for coverage during the primary

approver(s) absence. This allows requisitions to be

re-assigned and processed in a timely fashion.

Department/Program Combination Authorized to Approve:

Department Number Program Code

(List department numbers individually, insert rows as needed)

-------------------- / ----------------------

-------------------- / ----------------------

------------------- / ----------------------

(Note: if authorized to be a backup for all programs in a

department then enter a % for the program code.

Ex: 31007 / %)



Epro fast template training

  • Contacts: Sue Joyner x2500sejoyner@syr.edu

    Laura Lawson x1148lelawson@syr.edu