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STANFORD UNIVERSITY

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STANFORD UNIVERSITY

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  1. PTA Manager Initiator & Approver Training STANFORD UNIVERSITY

  2. 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

  3. Introduction to PTA Manager

  4. 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.

  5. 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

  6. 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

  7. 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

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

  9. Workflow and Roles • Initiation Phase – Establishes Workflow PTA Initiator • Receive request for new • account • 2. Complete PTA Request form • 3. Assign Approvers (FYI, optional)

  10. Workflow and Roles, Cont. Approval Phase PTA Approver • Review, Approve, Reassign request or • Terminate / Cancel

  11. Workflow and Roles, Cont. Account Setup Phase Fund Accountant Processed in Oracle 5 . Complete setup for approved requests 6 . Baselined in Oracle

  12. Sneak Peak – Approval Tab

  13. Features and Efficiencies • Roles and Responsibilities - Review PTA Approver Initiation Phase PTA FYI Fund Accountant PTA Initiator Approval Phase Account Setup Phase

  14. Demo

  15. Demos – Initiator and Approver

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

  17. PTA Manager Website

  18. Discussion and QA

  19. Thank you! Thank you!