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eVA Time Out – Is Your Workflow Working for You?

eVA Time Out – Is Your Workflow Working for You?. Presented by : Maureen Daniels Jan Giffin. Managing Your Agency Data and Setup. Agencies need to make sure that the data and setup in eVA stays current Addresses – Billing and Shipping Field Field Data Roles Signer Rules

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eVA Time Out – Is Your Workflow Working for You?

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  1. eVA Time Out – Is Your Workflow Working for You? Presented by: Maureen Daniels Jan Giffin

  2. Managing Your Agency Data and Setup • Agencies need to make sure that the data and setup in eVA stays current • Addresses – Billing and Shipping • Field • Field Data • Roles • Signer Rules • BSO Approvers, $ and Commodity Approvers • PR Field Defaults (managed on the BSO)

  3. Managing Agency Data • Addresses – Billing and Shipping • Keep all addresses current • Update addresses with any changes • Delete addresses that are no longer needed * Remember to notify eVA Billing if a “billto” address is added or deleted and your agency does multiple eVA billing

  4. Managing Agency Data • FIELD • Keep all fields current • Label • Length • Visible • Editable • Mandatory • Turn off any fields no longer needed and remove associated data

  5. Managing Agency Data • FIELD DATA • Keep all Field Data current • Delete field data that is no longer in use (i.e. expired grants) • This is critical if the agency is using signer rule(s) to trigger approval(s) • When adding data, it must be determined if it needs to be added to signer rule data to trigger an approval

  6. Managing Agency Data • ROLES • Keep all Roles current • Remove roles no longer needed from assigned user(s) and delete roles that are no longer in use (i.e. expired grant approvers)

  7. Managing Agency Data • SIGNER RULES • Keep all Signer Rule(s) Data current • Delete rule data that is no longer contained in field data • Add rule data when field data that has been added requires approval

  8. Managing Agency Data • BSO Dollar Approvers and Commodity Approvers • Keep all BSO approvers current • Delete or add commodity approvers as required • Delete or add dollar approvers as required • Also remember Receiving Approver, DPA Approver, PO Print Approver if used

  9. Managing Agency Data • BSO Field Defaults • Keep all BSO Field Defaults current

  10. Managing Agency Approval Flow • What Approvals are Used • Expenditure Limit Approver • Dollar Approvers • Commodity Approvers • Signer Rule(s) Approvers • Receipt Approvers • PO Print Approvers

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