viral vector core administrative options

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Viral Vector Core Administrative Options Cincinnati Children’s Research Foundation [email protected]

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Viral Vector Core Administrative Options. Cincinnati Children’s Research Foundation h [email protected]. ™. 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 - PowerPoint PPT Presentation

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Page 1: Viral Vector  Core Administrative Options

Viral Vector CoreAdministrative Options

Cincinnati Children’s Research [email protected]

Page 2: Viral Vector  Core Administrative Options

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

Page 3: Viral Vector  Core Administrative Options

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

Page 4: Viral Vector  Core Administrative Options

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 [email protected]

CORES Billing: User Training

Page 5: Viral Vector  Core Administrative Options

CORES Billing: User Training

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

UC users click here

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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

Page 7: Viral Vector  Core Administrative Options

Selecting your role

Proxy to the PI

Lab member:• Technician• Grad student• Postdoc

CORES Billing: User Training

PI

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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 [email protected]

What role do I choose?

CORES Billing: User Training

Page 9: Viral Vector  Core Administrative Options

Log in to CORES Billing

CORES Billing: User Training

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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

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Maintenance Menu: Resource User

CORES Billing: User Training

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See current budget number assignments

CORES Billing: User Training

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Select/Deselect All or set individually

CORES Billing: User Training

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Customize budget number access for each lab member

CORES Billing: User Training

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• This can be updated and/or monitored by:– Principal Investigator– Lab Manager/Assistant (proxy role)– Business Director of your Division (LMA role)– Research Administration ([email protected])

• Investigators: if members of your lab use the RFCC, CIC or VVC, please check this in January.– Or send a list to [email protected]

CORES Billing: User Training

Assigning budget numbers to your lab members

Page 16: Viral Vector  Core Administrative Options

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

Page 17: Viral Vector  Core Administrative Options

Entry: Budget Number Correction

CORES Billing: User Training

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Entry: Budget Number Correction

CORES Billing: User Training

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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

Page 20: Viral Vector  Core Administrative Options

How to Dispute Invoices

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

• External customers: to dispute an order, please contact [email protected]

CORES Billing: User Training

Page 21: Viral Vector  Core Administrative Options

How to Dispute Invoices

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

• External customers: to dispute an order, please contact [email protected]

CORES Billing: User Training

Page 22: Viral Vector  Core Administrative Options

CORES Billing: User Training

Invoice Menu: Approve/Dispute Invoices – CCHMC only

Page 23: Viral Vector  Core Administrative Options

CORES Billing: User Training

Invoice Menu: Approve/Dispute Invoices – CCHMC only

Page 24: Viral Vector  Core Administrative Options

Invoice Menu: Approve/Dispute Invoices – CCHMC only

CORES Billing: User Training

Page 25: Viral Vector  Core Administrative Options

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

Page 26: Viral Vector  Core Administrative Options

Reporting Features

CORES Billing: User Training

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Reporting: Invoice Report

CORES Billing: User Training

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Reporting: Active Budget Numbers

CORES Billing: User Training

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Reporting: Budget Number Summary

CORES Billing: User Training

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Reporting: Usage Report

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

CORES Billing: User Training

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Reporting: Query Function

CORES Billing: User Training

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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

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We are here to help!

Please contact us at:

[email protected]

Find more information on Centerlink (CCHMC only) at:

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

CORES Billing: User Training