update series iv july, 2005. implementation update epic was placed in production on june 16 th to...
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Update Series IV
July, 2005
Implementation update
• EPIC was placed in production on June 16th • To date 16 orders have been placed
– 2 Southeast – 4 South Bend – 3 Northwest – 5 Bloomington – 1 East – 1 IUPUI
• Targeting Invitrogen as second vendor, plan to bring them up in the next couple of weeks
• First payment went out this morning (July 13) via ACH
Rozzie/Steve will set up Your routing requirements In FIS and workflow and notify
Purchasing when set up complete
Determine if you should participate in the EPIC pilot
Contact Rozzie/Steve for Your workflow setup
spreadsheet
Complete your workflow Setup spreadsheet
Review workflow setup withRozzie/Steve
Contact Jennifer in purchasing to alert her that
You intend to pilot
Purchasing will add your Users to the ads group and
Notify you that you are set to begin
Begin Creating Requisitions in EPIC
Department
Rozzie/Steve
Purchasing
EPIC Departmental Pilot Checklist
Fiscal Officer ALL REQS PREQ CREQ
RC
ORG I
Content routing workgroup ID's setup in Workflow
Account 1Fiscal Officer Delegate
setup in FIS
Sub Account 1.a
Sub Account Routing workgroup ID's setup in
workflow
Sub Account 1.b
Sub Account 1.c
Sub Account 1.d
Sub Account 1.e
Routing Worksheet
EPIC Departmental Pilot Checklist
The following check list should be used by departments in preparation for piloting EPIC
1) Determine if it is appropriate for your department to participate in the EPIC pilot implementation
– Does your department do business with any of the following vendors:• Canon IV• Invitrogen • Bell Tech.logix • Science Pack vendors • VWR • Fisher Scientific • LaserTech • CDW
2) Contact Rozzie Gerstman (for BA and BL accounts) or Steve Keucher (for UA accounts) for your workflow setup spreadsheet.
3) Contact Jennifer Foutty on EPIC purchasing team to notify her that you intend to begin piloting soon.
EPIC Departmental Pilot Checklist
4) Complete the workflow setup spreadsheet for your department– Org level – content routing resides here – identify the members of the
workgroup that will assign accounts and object codes to requisitions– Account level – Fiscal officer routing resides here – identify your
delegates for REQS and PREQ documents. Also verify that active users and delegates are correct for your accounts.
– Sub account level – Sub Account routing resides here – identify the members of the workgroup(s) for subaccount approvals for the REQS and PREQ.
– Considerations:• Content and sub account routing (org level and sub account level) will be
used primarily for larger departments• Workgroups rather than individuals are recommended for content and sub
account routing • Individuals are required for delegates in fiscal officer routing
5) Review your completed spreadsheet with Rozzie or Steve.
6) Rozzie/Steve will set up your routing requirements in workflow and FIS and notify purchasing once your area is set up and ready to go
8) Purchasing will add your users to the ads group enabling you to begin piloting and notify you that you are set to begin creating requisitions in EPIC.
EPIC Departmental Pilot Checklist
1. Internet Explorer (IE) only2. Windows only3. OnBase Active X components installed
– One must have administrator rights to install active x components
– Installation – Downloading/running MSI file from http://www.indiana.edu/~onbase/support.html
4. After installation, administrator rights are removed from your computer.
5. Adding https://onbase.iu.edu as a trusted site
Viewing OnBase Images
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