5 ePro Approvals LP05_ePro Approvals All Designed to provide N/A PPT05_ePro Approvals the entire approval chain – each institution can remove the stages/paths they do not use 6 Approving/Denying LP06_Approving a Requisition All Approvers For all approvers, Suggested Activity: a Requisition PPT06_Approving a including Buyer Stage 3 requisitions Requisition Approvers for each approver to work following the Approving Requisitions Job Aid; details on page 5 of lesson plan 7 Editing a LP07_Editing a Requisition in All Approvers with For approvers with Suggested Activity: Requisition in your Your Worklist authority to edit the authority to edit Stage a requisition Worklist PPT07_Editing a Requisition in requisitions a requisition (i.e., for the approver to Your Worklist Asset Approvers, edit Ship To location Buyer Approvers) or Chartfields 8 Assigning an LP08_Assigning an Alternate Approvers who need Generally for Suggested Activity: Alternate Approver Approver approvers while out of approvers who are Have approvers PPT08_Assigning an Alternate the office not part of a pool assign each other as Approver Alternate Approvers 9 Searching and LP09_Searching and Selecting Shoppers & Requesters Anyone who has the Suggested Activity: Selecting Items in Items in the Marketplace ability to create Have users shop for the GeorgiaFIRST PPT09_Searching and shopping carts various items Marketplace Selecting Items in the Have users write Marketplace down their cart name for use with LP10 or LP12 (depending on their role)
5 ePro Approvals LP05_ePro Approvals PPT05_ePro Approvals All Designed to provide the entire approval chain – each institution can remove the stages/paths they do not use N/A 6 Approving/Denying a Requisition LP06_Approving a Requisition PPT06_Approving a Requisition All Approvers For all approvers, including Buyer Approvers Suggested Activity: Stage 3 requisitions for each approver to work following the Approving Requisitions Job Aid; details on page 5 of lesson plan 7 Editing a Requisition in your Worklist LP07_Editing a Requisition in Your Worklist PPT07_Editing a Requisition in Your Worklist All Approvers with authority to edit requisitions For approvers with the authority to edit a requisition (i.e., Asset Approvers, Buyer Approvers) Suggested Activity: Stage a requisition for the approver to edit Ship To location or Chartfields 8 Assigning an Alternate Approver LP08_Assigning an Alternate Approver PPT08_Assigning an Alternate Approver Approvers who need approvers while out of the office Generally for approvers who are not part of a pool Suggested Activity: Have approvers assign each other as Alternate Approvers 9 Searching and Selecting Items in the GeorgiaFIRST Marketplace LP09_Searching and Selecting Items in the Marketplace PPT09_Searching and Selecting Items in the Marketplace Shoppers & Requesters Anyone who has the ability to create shopping carts Suggested Activity: Have users shop for various items Have users write down their cart name for use with LP10 or LP12 (depending on their role)
ePro_GAFirst_Marketplace_Train-the-Trainer_Toolkit_Contents.docx