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Requisition Approval Manager

Requisition Approval Manager. RAM Overview. Standalone system, separate from USAS Data exported from USAS and loads into RAM on an hourly basis Administrators log in and approve, decline, or comment upon requisitions

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Requisition Approval Manager

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  1. Requisition Approval Manager

  2. RAM Overview • Standalone system, separate from USAS • Data exported from USAS and loads into RAM on an hourly basis • Administrators log in and approve, decline, or comment upon requisitions • Email sent to Accounts Payable Clerk upon final approval – no data is loaded BACK into USAS

  3. Workflow Configuration • Set up as many workflows as you want • Up to 10 Approvers in a workflow (recently bumped from 6 to 10) • Two ways to direct a requisition to a workflow: • Attach user to a workflow, and all their requisitions go to that workflow by default • Use “Type” codes to direct a requisition to a specific workflow of choice

  4. Workflow Configuration – Example

  5. “View” Screen • Used to look up history of approvals on requisitions • Allows end users who enter requisitions to view status of their OWN requisitions • Allows auditors to review approvals, if you grant them access

  6. “View” Screen – Search Options

  7. “View” Screen – Requisition

  8. “Approve” Screen • Administrators have the following choices: • Approved • Declined • Comment Only – Add a comment which is emailed to the original submitter • Undecided – Skip for now

  9. “Approve” Screen - Example

  10. “View” Screen – After Approval

  11. What Happens when Approved? • Email goes to designated accounts payable clerk(s), letting them know the requisition numbers that are approved and ready for converting to a P.O. • Accounts Payable Clerk does the same process as currently doing today with paper approvals.

  12. Sample Approval Email

  13. Sample Accounts Payable Email

  14. Live Demo

  15. Question and Answer Time Chad Carson Director of Technology, LACA ccarson@laca.org 740-345-3400 x 215 RAM Support ram@laca.org https://www.laca.org/ram.aspx

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