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Initiator & Approver Training
PTA Manager
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• 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
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Introduction to PTA Manager
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• 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.
Introduction
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Related Terms
SAMS was the project name used during development - but will be completely phased out as Phase 4 of the project is completed.
Phase 2: Non
Sponsored &
Sponsored PTA Setup
Phase 4:Global
Attributes /ePTA
MaintenanceSAMS/PTA Manager – Phased Development
PTA Manager is the system which will automate the PTA creation process. It is integrated with Gift Transmittals when a new fund is required.
Introduction
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Initiators – Approvers - View Only
New PTA?
PTA ManagerGifts: Gift Transmittals
Initiators - Approvers
Initiators – Approvers - View Only
New PTA?
Non-SponsoredAwards
Initiators – Preparers –Approvers - View Only
Sponsored Awards: SeRA
Initiators – Preparers - Approvers
New or Amended
PTA?
Roles and Authority
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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
Objectives – Initiator & Approver
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Benefits include:
•Workflow
•Shorter Processing Time
•Transparency
•Accuracy
•Documentation Repository
Benefits
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Initiation Phase – Establishes Workflow
1. Receive request for new account
2. Complete PTA Request form
3. Assign Approvers (FYI, optional)
PTA Initiator
Workflow and Roles
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Approval Phase
PTAApprover
4. Review, Approve, Reassign request orTerminate / Cancel
Workflow and Roles, Cont.
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Account Setup Phase
5 . Complete setup for approved requests
Processed in Oracle
6 . Baselined in Oracle
Workflow and Roles, Cont.
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Sneak Peak – Approval Tab
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Roles and Responsibilities - ReviewPTA
Initiator
PTA Approver PTA FYI
Initiation Phase
Approval Phase
Account Setup Phase
Features and Efficiencies
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Demo
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Demos – Initiator and Approver
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What you can expect:
•Non Sponsored PTA setup –April 23rd
•Sponsored PTA setup – In process
•Web Support – PTA Manager Web Site
Next Steps
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PTA Manager Website
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Discussion and QA
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Thank you!