initiator & approver training pta manager. welcome, introductions & agenda – 5 minutes...
TRANSCRIPT
Initiator & Approver Training
PTA Manager
• 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
Introduction to PTA Manager
• 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
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
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
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
Benefits include:
•Workflow
•Shorter Processing Time
•Transparency
•Accuracy
•Documentation Repository
Benefits
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
Approval Phase
PTAApprover
4. Review, Approve, Reassign request orTerminate / Cancel
Workflow and Roles, Cont.
Account Setup Phase
5 . Complete setup for approved requests
Processed in Oracle
6 . Baselined in Oracle
Workflow and Roles, Cont.
Sneak Peak – Approval Tab
Roles and Responsibilities - ReviewPTA
Initiator
PTA Approver PTA FYI
Initiation Phase
Approval Phase
Account Setup Phase
Features and Efficiencies
Demo
Demos – Initiator and Approver
What you can expect:
•Non Sponsored PTA setup –April 23rd
•Sponsored PTA setup – In process
•Web Support – PTA Manager Web Site
Next Steps
PTA Manager Website
Discussion and QA
Thank you!