viral vector core administrative options

Viral Vector CoreAdministrative Options

Cincinnati Children’s Research Foundationhelp-cores@bmi.cchmc.org

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How do I use the system?• Log in to CORES Billing• Select your role• Assign lab members to a particular budget number• Issue budget number corrections• Dispute invoices• Pull reports

CORES Billing: User Training

How do I use the system?• Log in to CORES Billing• Select your role• Assign lab members to a particular budget number• Issue budget number corrections• Dispute invoices• Pull reports

CORES Billing: User Training

Logging in to CORES Billing

Log in to CORES Billing using your CCHMC, UC or external* credentials:

https://cores-cchmc.mis.vanderbilt.edu

External users: *log-in credentials will be emailed to you when your account is created.

If you need to request an account or have trouble logging in, please contact help-cores@bmi.cchmc.org

CORES Billing: User Training

CORES Billing: User Training

CCHMC & External (non-UC) users enter credentials here

UC users click here

How do I use the system?• Log in to CORES Billing

• Select your role• Assign lab members to a particular budget number• Issue budget number corrections• Dispute invoices• Pull reports

CORES Billing: User Training

Selecting your role

Proxy to the PI

Lab member:• Technician• Grad student• Postdoc

CORES Billing: User Training

PI

If you need to: Choose the following CORES Billing role:

Place an order or reservation from a Shared Facility Principal Investigator, Lab Manager/Assistant, Resource User

Monitor order status Principal Investigator, Lab Manager/Assistant, Resource User

Grant a “Resource User” (lab member) access to a specific budget number Principal Investigator, Lab Manager/Assistant

Budget number corrections Principal Investigator, Lab Manager/Assistant, Business Director

Approve/dispute invoiced charges Principal Investigator, Lab Manager/Assistant, Business Director

Pull reports on all Shared Facility usage Principal Investigator, Lab Manager/Assistant, Business Director

Ask a question, or address other issues Please contact help-cores@bmi.cchmc.org

What role do I choose?

CORES Billing: User Training

Log in to CORES Billing

CORES Billing: User Training

How do I use the system?• Log in to CORES Billing• Select your role

• Assign lab members to a particular budget number• Issue budget number corrections• Dispute invoices• Pull reports

CORES Billing: User Training

Maintenance Menu: Resource User

CORES Billing: User Training

See current budget number assignments

CORES Billing: User Training

Select/Deselect All or set individually

CORES Billing: User Training

Customize budget number access for each lab member

CORES Billing: User Training

• This can be updated and/or monitored by:– Principal Investigator– Lab Manager/Assistant (proxy role)– Business Director of your Division (LMA role)– Research Administration (help-cores@bmi.cchmc.org)

• Investigators: if members of your lab use the RFCC, CIC or VVC, please check this in January.– Or send a list to help-cores@bmi.cchmc.org

CORES Billing: User Training

Assigning budget numbers to your lab members

How do I use the system?• Log in to CORES Billing• Select your role• Assign lab members to a particular budget number

• Issue budget number corrections• Dispute invoices• Pull reports

CORES Billing: User Training

Entry: Budget Number Correction

CORES Billing: User Training

Entry: Budget Number Correction

CORES Billing: User Training

How do I use the system?• Log in to CORES Billing• Select your role• Assign lab members to a particular budget number• Issue budget number corrections

• Dispute invoices• Pull reports

CORES Billing: User Training

How to Dispute Invoices

• CCHMC customers can dispute directly in CORES (see following slides).

• External customers: to dispute an order, please contact help-cores@bmi.cchmc.org

CORES Billing: User Training

How to Dispute Invoices

• CCHMC customers can dispute directly in CORES (see following slides).

• External customers: to dispute an order, please contact help-cores@bmi.cchmc.org

CORES Billing: User Training

CORES Billing: User Training

Invoice Menu: Approve/Dispute Invoices – CCHMC only

CORES Billing: User Training

Invoice Menu: Approve/Dispute Invoices – CCHMC only

Invoice Menu: Approve/Dispute Invoices – CCHMC only

CORES Billing: User Training

How do I use the system?• Log in to CORES Billing• Select your role• Assign lab members to a particular budget number• Issue budget number corrections• Dispute invoices

• Pull reports

CORES Billing: User Training

Reporting Features

CORES Billing: User Training

Reporting: Invoice Report

CORES Billing: User Training

Reporting: Active Budget Numbers

CORES Billing: User Training

Reporting: Budget Number Summary

CORES Billing: User Training

Reporting: Usage Report

- Order Number- Shared Facility- Budget Number- P30 Center

CORES Billing: User Training

Reporting: Query Function

CORES Billing: User Training

Options available to you in CORES Billing:• Log in to CORES Billing• Select your role• Investigators: assign lab members to a particular budget number• Issue budget number corrections• Dispute invoices• Pull reports

CORES Billing: User Training

We are here to help!

Please contact us at:

help-cores@bmi.cchmc.org

Find more information on Centerlink (CCHMC only) at:

http://centerlink.cchmc.org/content1/110696/

CORES Billing: User Training