HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences

1. HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences Version 1.2 Revised 10-11-13 www.procurement.vt.edu

2. Creating and Managing Your User Profile www.procurement.vt.edu

3. Creating and Managing Your User Profile • Each HokieMart user has a “personalized” profile which must be created prior to performing functions in HokieMart. www.procurement.vt.edu

4. Creating and Managing Your User Profile • Each HokieMart user has a “personalized” profile which must be created prior to performing functions in HokieMart. • You need to do this in the following location: • Production URL where orders are entered • http://www.hokiemart.vt.edu • You can pause and go there now or continue to follow the module. www.procurement.vt.edu

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8. Creating and Managing Your User Profile If you have trouble logging in…… Hint: It’s the same password that you use to log into to view your e-mail. www.procurement.vt.edu

9. Creating and Managing Your User Profile User Profile: • Navigation in HokieMart is done by using Tabs. www.procurement.vt.edu

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11. Creating and Managing Your User Profile User Profile: • Navigation in HokieMart is done by using Tabs. www.procurement.vt.edu

12. Creating and Managing Your User Profile User Profile: • Navigation in HokieMart is done by using Tabs. • Not every tab is pertinent to every user. www.procurement.vt.edu

13. Creating and Managing Your User Profile User Profile: • Navigation in HokieMart is done by using Tabs. • Not every tab is pertinent to every user • Tabs that are not pertinent to the Requestor will not be discussed in this module. www.procurement.vt.edu

14. Creating and Managing Your User Profile User Profile: • The Profile tab allows the user to view and manage personal information. www.procurement.vt.edu

15. Creating and Managing Your User Profile Tabs under User Profile: User Settings www.procurement.vt.edu

16. Creating and Managing Your User Profile Tabs under User Profile: User Settings • The first tab “User Settings” is divided into various sub tabs. www.procurement.vt.edu

17. Creating and Managing Your User Profile Tabs under User Profile: User Settings • The first tab “User Settings” is divided into various sub tabs. www.procurement.vt.edu

18. Creating and Managing Your User Profile Tabs under User Profile: User Settings • The first tab “User Settings” is divided into various sub tabs. www.procurement.vt.edu

19. Creating and Managing Your User Profile Tabs under User Profile: User Settings • The first tab “User Settings” is divided into various sub tabs. www.procurement.vt.edu

20. Creating and Managing Your User Profile Tabs under User Profile: User Settings • The first tab “User Settings” is divided into various sub tabs. www.procurement.vt.edu

21. Creating and Managing Your User Profile Tabs under User Profile: User Settings • The first tab “User Settings” is divided into various sub tabs. www.procurement.vt.edu

22. Creating and Managing Your User Profile User Identification: www.procurement.vt.edu

23. Creating and Managing Your User Profile User Identification: Is the first sub- tab User Settings www.procurement.vt.edu

24. Creating and Managing Your User Profile User Identification: Is the first sub- tab User Settings www.procurement.vt.edu

25. Creating and Managing Your User Profile User Identification: The sub tab, “User Identification,” allows users to: www.procurement.vt.edu

26. Creating and Managing Your User Profile User Identification: The sub tab, “User Identification,” allows users to: • view their name • phone number • e-mail address • department and • user name www.procurement.vt.edu

27. Creating and Managing Your User Profile User Identification: Is the first sub- tab User Settings www.procurement.vt.edu

28. Creating and Managing Your User Profile User Identification: Is the first sub- tab User Settings www.procurement.vt.edu

29. Creating and Managing Your User Profile User Identification: Is the first sub- tab User Settings www.procurement.vt.edu

30. Creating and Managing Your User Profile User Identification: Is the first sub- tab User Settings www.procurement.vt.edu

31. Creating and Managing Your User Profile User Identification: If changes are needed, send an email to: Penny Falck at plfalck@vt.edu. www.procurement.vt.edu

32. Creating and Managing Your User Profile Roles www.procurement.vt.edu

33. Creating and Managing Your User Profile Roles • Click on the “Roles” tab. www.procurement.vt.edu

34. Creating and Managing Your User Profile Roles • Roles are assigned to a particular user based on information received from departments www.procurement.vt.edu

35. Creating and Managing Your User Profile Roles • Roles are assigned to a particular user based on information received from departments • Levels of responsibilities within individual departments and are controlled within the HokieMart application. www.procurement.vt.edu

36. Creating and Managing Your User Profile Roles • Users can view their assigned roles. www.procurement.vt.edu

37. Creating and Managing Your User Profile Roles If roles need to be changed, complete the HokieMart Departmental Functions form found at: http://www.procurement.vt.edu/HokieMart/forms.html Mail the form to: Penny Falck Mail Code: 0312 in the Controller’s Office. www.procurement.vt.edu

38. Creating and Managing Your User Profile Email Preferences Let’s go back to the HokieMart Home page Click on the Profile Tab again www.procurement.vt.edu

39. Creating and Managing Your User Profile Email Preferences Let’s go back to the HokieMart Home page Click on the Profile Tab again profile www.procurement.vt.edu

40. Creating and Managing Your User Profile Email Preferences Let’s go back to the HokieMart Home page Click on the Profile Tab again profile www.procurement.vt.edu

41. Creating and Managing Your User Profile Email Preferences: Now click on the “Email Preferences” tab: www.procurement.vt.edu

42. Creating and Managing Your User Profile Email Preferences: Now click on the “Email Preferences” tab: www.procurement.vt.edu

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44. Creating and Managing Your User Profile Email Preferences: • This will bring up options for you to personalize the email notifications that you can receive from the system. www.procurement.vt.edu

45. Creating and Managing Your User Profile Email Preferences: • When actions are performed in HokieMart, emails can automatically be generated to notify users of these actions. www.procurement.vt.edu

46. Creating and Managing Your User Profile Email Preferences: • By placing the cursor over the description, a brief definition will be displayed to assist users in making a decision. www.procurement.vt.edu

47. Creating and Managing Your User Profile Email Preferences: • We recommend users check the following email notification boxes to increase the level of individual notification. www.procurement.vt.edu

48. Creating and Managing Your User Profile Email Preferences: Place check marks in the Override Role boxes. www.procurement.vt.edu

49. Creating and Managing Your User Profile Email Preferences: Place check marks in the Override Role boxes. www.procurement.vt.edu

50. Creating and Managing Your User Profile Email Preferences: This will activate the Role box. www.procurement.vt.edu