FORMS Directory - Type in Accounting and go to Accounting Services - - PowerPoint PPT Presentation

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Dec 17, 2023 211 likes •469 views

CAIFE Cabinet Presentation: FORMS Directory - Type in Accounting and go to Accounting Services link. Click on forms - It is not there. Go back to Accounting, then Direct Pay Processing. Food Justification is here. Click on it. Takes me to

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CAIFE Cabinet Presentation:

FORMS

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Directory - Type in Accounting and go to Accounting Services link.

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Click on forms - It is not there.

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Go back to Accounting, then Direct Pay Processing. Food Justification is

here. Click on it.

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Takes me to another page that says I have to look at the policies. Click on it.

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Takes me to another page that says I have to look at the policies. Click on it.

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Takes me to another page that I have to find the correct policy. Click on it and it downloads the policy.

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I go back to Accounting and click on the Financial Matters tab. I see a Purchasing link.

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I am now on the Procurement page. I click on the purchasing forms tab.

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I am told that I need to go to the portal to the forms portfolio.

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Now I have three places I can contact. One is missing a phone number,

ne talks about BTA’s and the other leads to…

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Focus Groups

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Proposed Solution

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Central web page dedicated to forms used on campus

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Forms listed by area with links that take a user directly to the form

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Search on keywords

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Detailed information provided for each form

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FAQ’s, Checklists and other detailed information