Addy Notes

Asset Management

Tips	Steps	Description	Updated
		Asset Management Workflow Queries Updated	11/18/2009
		Asset Transfers and Lost/Missing Requests: Approval Process Using the Worklist	11/18/2009
		Creating a Request to Declare an Asset Lost/Missing New	11/18/2009
		Creating an Asset Transfer Request New	11/18/2009
		Determining an Asset's Location, Making an Offsite Inquiry, and Reviewing the Asset's Cost History	04/02/2008
		Responding to a Request to Declare an Asset Lost/Missing New	11/18/2009
		Responding to an Asset Transfer Request New	11/18/2009
		Running Online Property Inventory Queries	02/28/2008
		Selecting an Asset Management Form	10/06/2009
		Using a Room Decal Code to Determine the Location of an Asset	04/08/2008

Tips	Steps	Description	Updated
		1.1 Inquiring on the DAL for Employee Authorizations	09/30/2008
		1.2 Inquiring on the DAL for Department/Project Authorizations	09/30/2008
		2.1 Completing the Employee Details Tab	10/14/2008
		2.2 Completing the PCA Details Tab	09/30/2008
		2.3 Viewing the Employee Training Tab	10/08/2008
		3.1 Viewing an Employee's Authorization Status and History	09/30/2008
		3.2 Adding a New SpeedType (Dept or Project) to Employee	09/30/2008
		3.3 Changing an Employee's Authorization	09/30/2008
		3.4 Using Bulk Copy by Employee	10/15/2008
		4.1 Viewing Employee's Authorization History/Status	09/30/2008
		4.2 Adding Employees to a SpeedType (Department or Project)	10/15/2008
		4.3 Activating/Inactivating an Authorization	09/30/2008
		4.4 Using Bulk Copy by Department or Project (SpeedType)	10/15/2008
		5.1 Using Bulk Approval	10/15/2008
		Conducting the Annual Employee Verification	04/01/2009
		Guidelines for Completing the Employee Details Page Fields	02/19/2009
		Viewing Employee Authorizations	11/12/2008

Tips	Steps	Description	Updated
		Adding Comments to an ePRO Requisition	06/09/2008
		Approval Process for Requisitions Needing Legal Review	12/13/2007
		Approving Requisitions in UCF Financials Updated	10/20/2009
		Canceling a Receipt Updated	11/18/2009
		Canceling a Requisition	09/23/2008
		Changing Account Codes in ePro	12/04/2007
		Choosing a Purchase Category in UCF Financials	02/19/2009
		Creating a Multiple Line ePRO Requisition	09/17/2007
		Creating a Requisition to Acquire an Asset Updated	10/20/2009
		Creating an ePRO Fixed Cost Service Requisition	09/04/2007
		Creating an ePRO Requisition	11/06/2008
		Creating an ePRO Special Item Requisition	09/04/2007
		Creating an ePRO Time and Materials Requisition	09/04/2007
		Creating an ePRO Variable Cost Service Requisition	09/04/2007
		Creating Templates and Favorites	09/05/2007
		Cycle of an ePro Requisition	09/05/2007
		Inspecting Requisitioned Items	10/31/2007
		New Year Requisition Tips	07/13/2009
		Printing a Purchase Order	03/09/2007
		Printing an ePro Requisition	11/13/2008
		Receiving in UCF Financials	03/18/2009
		Receiving on Rolled-over Purchase Orders	03/18/2009
		Using Templates and Favorites	12/10/2007
		Viewing Attachments in ePRO	06/09/2008

Tips	Steps	Description	Updated
		Checking Departmetal and Project Balances	05/13/2008
		Journal Inquiry	05/17/2006
		Two Ways to Optimize Your Interdepartmental (ID) Transfer Approval Process	02/25/2008

Tips	Steps	Description	Updated
		Adding Asset Information to a PCard Transaction	02/19/2008
		Approving PCard Charges - General Procedure	01/15/2008
		Disputing a Charge	10/24/2007
		Linking PCard Transactions to Multiple-line Purchase Orders	10/07/2008
		Locating a PCard Holder's Charges	10/24/2007
		Splitting PCard Transactions Between Multiple POs, Departments, or Projects	05/19/2006
		Using the Search Link to Manage Multiple PCard Transactions	09/24/2007
		Viewing and Updating Chartfield Information for a PCard Transaction	05/17/2006
		Viewing Level Three Transaction Details	09/16/2008

Tips	Steps	Description	Updated
		Displaying Query Results when Rows Exceed 65,000	09/25/2008
		Finding Receipt and Student EmplID Details in Drill-Down Reports	08/05/2009
		Running a Budget Position Report - Detailed Instructions	07/02/2008
		Running a Budget Position Report from within UCF Financials	07/02/2008
		Running a Budget Status Report	05/03/2006
		Running a Budget Transaction Detail Report	05/03/2006
		Running a General Ledger Activity Report by Department (or Project)	05/17/2006
		Running a Ledger Details Report	05/03/2006
		Running a Ledger vs. Journal Integrity Report	01/28/2009
		Running a PO Balance Summary Report	07/12/2006
		Running a PO Balances Detail Report	07/12/2006
		Running a Query on Department Expenses	05/04/2006
		Running a Query on Department Revenue	05/04/2006
		Running a Query on Project Expenses	05/04/2006
		Running a Query on Project Revenue	05/04/2006
		Running a Trial Balance Report	05/03/2006
		Running a User Preferences Report	05/03/2006
		Running an Expanded Budget Position Report	07/02/2008
		Running an Expenditure Report Updated	10/21/2009
		Running Inventory Reports	05/04/2006
		Running Queries Relating to PO's and Vouchers	05/04/2006
		Using Encumbrance DataMart	05/03/2006
		Using the UCF Financials DataMart	05/23/2006
		Viewing and Printing Financial Statements by Operating Unit	05/04/2006
		Viewing or Printing Reports from the Portal	05/03/2006

Tips	Steps	Description	Updated
		Adding Favorites	05/04/2006
		Gaining Access to UCF Financials	09/25/2008
		Identifying the End Date of Projects	05/03/2006
		Logging into UCF Financials through myUCF Portal	01/24/2008
		Processing OffLine Journals	11/18/2008
		Registering for UCF Financials Training Classes Updated	10/22/2009
		Using UPK	11/06/2008
		Viewing Employee and Travel Reimbursements	04/16/2008



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