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Spotlight March 2016

Spring is fast approaching and with the new season also comes some important changes related to PeopleSoft as effective March 28, 2016, UTSA will be implementing workflow within PeopleSoft. Non PO Vouchers and ePro Requisitions are the first two financial (FMS) documents in the initial workflow rollout with other processes soon to follow. Workflow within PeopleSoft will eliminate the FMS SharePoint – Interim Workflow Solutions Forms (in phases) thus gaining time efficiencies and avoiding duplication by users. Included in the rollout for workflow will be another process to go paperless which means all supporting documentation will be scanned to the PeopleSoft document thus allowing everyone involved in the review/approval process to have all data in a single location.

This months’ Spotlight provides important announcements regarding the training available for both Creators and Approvers involved in the workflow process. Online training was developed for Approvers so there is familiarity with the process plus the Creators can take a refresher class or review online training materials for the latest updates. Also included are some key announcements for updating Workflow Approvers, Transition of Interim Workflow Forms, Browser Issues – Which browser works best with PeopleSoft?, and more “Tips” and “How To” information that can make using PeopleSoft easier. The goal is to provide UTSA with effective tools for operating the campus.


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