Approving an Order as a Business Manager

Summary

This article will walk you through the steps to approve an order as a Business Manager.

Body

   Overview   

After an order is submitted by the PI, the request goes to the designated business manager for review. The business manager is responsible for ensuring the accuracy of the financial information.

   Instructions   

  1. Step 1: Select the appropriate order from the list.
  2. Step 2: Click the Approve link to review Chart String details.
  3. Step 3: After reviewing the accuracy of the Chart String, click the OK button in the bottom right of the screen.

This article will walk you through the steps to approve an order as a Business Manager.

 

1. Step 1

step image

On the Animal Operations Portal homepage, under the My Inbox section, you will see a To Do List. The To Do List tab displays the order(s) waiting for your action.

Select the appropriate order from the list.

Example shown here: Click the _uga_order_import - 12/14/2018 4:27:11 PM link.

2. Step 2

step image

The order details are displayed.

Click the Approve link to review Chart String details.

3. Step 3

step image

After reviewing the accuracy of the Chart String, click the OK button in the bottom right of the screen to move the request to the next stage of approval.

Details

Details

Article ID: 150072
Created
Sat 9/24/22 11:32 PM
Modified
Fri 1/5/24 5:12 PM