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PTA Manager. Initiator & Approver Training. STANFORD UNIVERSITY. Welcome , Introductions & Agenda – 5 minutes Introduction – 5 minutes Learning Objectives (Common and Role Specific) – 5 minutes Benefits – 5 minutes Workflow & Roles– 5 minutes Demo – 20 minutes

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Presentation Transcript
slide1

PTA Manager

Initiator & Approver Training

STANFORD UNIVERSITY

agenda

Welcome, Introductions & Agenda – 5 minutes

  • Introduction– 5 minutes
  • Learning Objectives (Common and Role Specific) – 5 minutes
  • Benefits – 5 minutes
  • Workflow & Roles– 5 minutes
  • Demo – 20 minutes
  • What you can Expect – 5 minutes
  • Resources – 5 minutes
  • Discussion Session and Q&A – 5 minutes

Agenda

slide4

Introduction

  • PTA Manager is an online tool that will automate the process of requesting, approving, and tracking new account requests.
  • The ability to request a new account is based upon authority roles in Authority Manager.
  • Use PTA Manager during the first release for non-sponsored accounts.
slide5

Introduction

Related Terms

SAMS was the project name used during development - but will be completely phased out as Phase 4 of the project is completed.

PTA Manager is the system which will automate the PTA creation process. It is integrated with Gift Transmittals when a new fund is required.

Phase 3:

Capital

PTA Setup

Phase 1:

Gift

Transmittals

Phase 2:

Non Sponsored & Sponsored PTA Setup

Phase 4:

Global Attributes /

ePTA Maintenance

SAMS/PTA Manager – Phased Development

slide6

Roles and Authority

PTA Manager

Gifts:

Gift Transmittals

New

PTA?

Initiators – Approvers -

View Only

Initiators - Approvers

Non-Sponsored

Awards

New PTA?

Initiators – Approvers -

View Only

Sponsored Awards:

SeRA

Initiators – Preparers -

Approvers

New or Amended

PTA?

Initiators – Preparers –Approvers - View Only

slide7

Objectives – Initiator & Approver

  • At the end of this course, you will be able to:
  • Specify the configuration requirements for your PTA request.
  • Identify timing of emails and respond to email requests
  • Differentiate a ‘Reassign’ from a ‘Terminate/ Cancel’
  • Describe the workflow for both initiators and approvers
  • Indicate if an approver is or is not required
  • Utilize the query function to find PTA requests
  • Access related documentation
slide8

Benefits

  • Benefits include:
  • Workflow
  • Shorter Processing Time
  • Transparency
  • Accuracy
  • Documentation Repository
slide9

Workflow and Roles

  • Initiation Phase – Establishes Workflow

PTA Initiator

  • Receive request for new
  • account
  • 2. Complete PTA Request form
  • 3. Assign Approvers (FYI, optional)
slide10

Workflow and Roles, Cont.

Approval Phase

PTA

Approver

  • Review, Approve, Reassign request or
  • Terminate / Cancel
slide11

Workflow and Roles, Cont.

Account Setup Phase

Fund Accountant

Processed in Oracle

5 . Complete setup for approved requests

6 . Baselined in Oracle

slide13

Features and Efficiencies

  • Roles and Responsibilities - Review

PTA Approver

Initiation Phase

PTA FYI

Fund Accountant

PTA Initiator

Approval Phase

Account Setup Phase

slide16

Next Steps

  • What you can expect:
  • Non Sponsored PTA setup –April 23rd
  • Sponsored PTA setup – In process
  • Web Support – PTA Manager Web Site
slide19

Thank you!

Thank you!