Core-10 ApproversApprovers Role Actions

Requisition AmountApproval

ChartFieldApproval

PurchasingApproval

PurchaseOrder

2,500

10,000

1 Mil.

Over 1 Mil.

Budget Check

Exceptions

BudgetCheck Sourcing

Requisition Reconciliation

Workbench

DOIT Approval

Workflow• ITD-10 Workflow from Agency

Agency ChartfieldApproval

DOIT BDDApproval

CIO/CTOApproval

Over $10,000

ITD BuyerApproval Purchase

Order

Agency Purchasing

Approval Sourcing

ApproveDenyEditComment

ApproveDenyPushbackEditComment

ApproveDenyPushbackEditComment

Approve – Moves approval forward in workflow – Notification - Worklist – no email

Deny – Reinitiates approval process – sends back to requester at agency. Worklist - Generates email

Pushback – Pushes back to the previous approver. Generates email – not in Worklist

Edit – DOIT approvers may not edit price or quantities.

Comment – Comments may be added by any role without reinitiating the process.

+ADHOC +ADHOC +ADHOC

Workflow• DOIT ITD-10

• DOIT ITD-BID

Agency Purchasing

Approval

DOIT BDDApproval

CIO/CTOApproval

Over $10,000

ITD BuyerApproval

ITD CPD Director Approval

Convert to Contract

ITD CPD DirectorApproval

Worklist• Navigation – Finworklist > Worklist

FINWorklist

• Sorted by From

Searching your FINWorklist• Users can use Ctrl F on your keyboard to search by Requisition IDs or Description.

FinWorklistView All Navigation – Finworklist > Worklist

View Requisition Details

Viewing Attachments• Comments Bubble

View Attachments

Attachment Displays

Actions - Adhoc, Approve, Pushback or Deny • Adhoc

Actions - Adhoc, Approve, Pushback or Deny

• Approve, Pushback or Deny

Pooled Worklists• Approval Roles have Multiple Approvers

Pooled Worklist• Multiple Approvers in a Pooled Worklist

Multiple Roles • Auto Approval

Manage Requisitions• Navigation: eProcurement > Manage Requisition

Requisition Lifespan

Core-10 – Facts 328 Multi-Requesters statewide have ability

to create Core-10s. 1363 ITD-10s & ITD-BIDs have been

successfully created. EPM Core-10 Queries –

Navigation: EPM Reporting Tools > Query >Query Manager CT_CORE_FIN_CORE10_BU_REQ_DT

CT_CORE_FIN_CORE10_BY_FLG_DATE CT_CORE_FIN_CORE10_BY_REQ_NBR CT_CORE_FIN_CORE10_VNDR_REQ_DT

Core-10

Questions or IssuesPlease call theCore-CT Help Desk…

622-2300