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