Department & Project Managers

If you are a department head or a grant or project manager, and you are responsible for approving the expenses or purchase orders charged to your department or project, this page
provides tools and resources to help you get started using the new self-service processes.

If you approve only Travel and Expenses, you may fulfill the training requirements using the Self-Service Online Instruction, for which a link is provided below. If you approve Purchase Orders, you must attend one of the instructor-led workshops for eProcurement Approval.

Documents

How-To Guides - Step-by-Step Procedures for working with Expenses and eProcurement
Training Expense Approvers 
Training TipSheet for Traditional Users (Purchase Order Approval) - Setting up your system for using the Vista and the UPK Player.

Instructor-Led Workshops

Contact Daphne Burch to arrange for one-on-one training in your office. Periodically, we will also offer group workshops. Look for these on the Training Schedule page.
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How-To Guides

All documents are in Microsoft Word format (.doc)

Training Expense Reports
Training Travel Authorizations
Training Assessing Travel and Expenses