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

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

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

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

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

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

Now I have three places I can contact. One is missing a phone number, one talks about BTA’s and the other leads to…

Focus Groups

Proposed Solution

Central web page dedicated to forms used on campus

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

Search on keywords

Detailed information provided for each form

FAQ’s, Checklists and other detailed information