Initiator & Approver Training

PTA Manager

• Welcome, Introductions & Agenda – 5 minutes

• Introduction– 5 minutes

• Learning Objectives (Common and Role Specific) – 5 minutes

• Benefits – 5 minutes

• Workflow & Roles– 5 minutes

• Demo – 20 minutes

• What you can Expect – 5 minutes

• Resources – 5 minutes

• Discussion Session and Q&A – 5 minutes

Agenda

Introduction to PTA Manager

• PTA Manager is an online tool that will automate the process of requesting, approving, and tracking new account requests.

• The ability to request a new account is based upon authority roles in Authority Manager.

• Use PTA Manager during the first release for non-sponsored accounts.

Introduction

Related Terms

SAMS was the project name used during development - but will be completely phased out as Phase 4 of the project is completed.

Phase 2: Non

Sponsored &

Sponsored PTA Setup

Phase 4:Global

Attributes /ePTA

MaintenanceSAMS/PTA Manager – Phased Development

PTA Manager is the system which will automate the PTA creation process. It is integrated with Gift Transmittals when a new fund is required.

Introduction

Initiators – Approvers - View Only

New PTA?

PTA ManagerGifts: Gift Transmittals

Initiators - Approvers

Initiators – Approvers - View Only

New PTA?

Non-SponsoredAwards

Initiators – Preparers –Approvers - View Only

Sponsored Awards: SeRA

Initiators – Preparers - Approvers

New or Amended

PTA?

Roles and Authority

At the end of this course, you will be able to:

•Specify the configuration requirements for your PTA request.

•Identify timing of emails and respond to email requests

•Differentiate a ‘Reassign’ from a ‘Terminate/ Cancel’

•Describe the workflow for both initiators and approvers

•Indicate if an approver is or is not required

•Utilize the query function to find PTA requests

•Access related documentation

Objectives – Initiator & Approver

Benefits include:

•Workflow

•Shorter Processing Time

•Transparency

•Accuracy

•Documentation Repository

Benefits

Initiation Phase – Establishes Workflow

1. Receive request for new account

2. Complete PTA Request form

3. Assign Approvers (FYI, optional)

PTA Initiator

Workflow and Roles

Approval Phase

PTAApprover

4. Review, Approve, Reassign request orTerminate / Cancel

Workflow and Roles, Cont.

Account Setup Phase

5 . Complete setup for approved requests

Processed in Oracle

6 . Baselined in Oracle

Workflow and Roles, Cont.

Sneak Peak – Approval Tab

Roles and Responsibilities - ReviewPTA

Initiator

PTA Approver PTA FYI

Initiation Phase

Approval Phase

Account Setup Phase

Features and Efficiencies

Demo

Demos – Initiator and Approver

What you can expect:

•Non Sponsored PTA setup –April 23rd

•Sponsored PTA setup – In process

•Web Support – PTA Manager Web Site

Next Steps

PTA Manager Website

Discussion and QA

Thank you!