ONLINE REPRESENTATIONAL ALLOWANCE FORM - PowerPoint PPT Presentation

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ONLINE REPRESENTATIONAL ALLOWANCE FORM

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The First Half of the Form. No significant changes from what you now use. ... The Second Half of the Form. The same certification: Alcohol or no Alcohol. You ... – PowerPoint PPT presentation

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Title: ONLINE REPRESENTATIONAL ALLOWANCE FORM


1
ON-LINE REPRESENTATIONAL ALLOWANCE FORM
  • The easiest way to prepare a Rep Allowance! On
    the Web.

2
Simple Procedures
  • Log in
  • Choose to
  • Enter a new form print
  • Find and print a previously submitted form
  • Change a recently submitted form print
  • Obtain signature on original and submit to
    Financial Services
  • Always log out when finished

3
Log In
4
Choose your activity
5
Enter a New Rep Allowance Form
6
The First Half of the Form
  • No significant changes from what you now use.
  • Just enter the information requested in the boxes
    provided.
  • You can split the cost between two accounts.

7
The Form (cont.)
8
The Second Half of the Form
  • The same certification Alcohol or no Alcohol.
    You MUST select one.
  • Submitted by Type in the Authorized Signers
    name, then a / followed by your university
    initials.
  • Example Kate Fenton/fnlsc
  • Click RESET if you need to clear the form.
  • Click SUBMIT when the form is completed.

9
Success!
10
Your form has been submitted
  • Now you need to print the form. Do this
    immediately it just takes a minute. Click where
    the Successful Submission page says to Click
    HERE. You will then see your form, along with
    your unique identifying number. Just click the
    print feature on your browser.
  • Then Click HERE at the bottom of the page to
    continue.

11
The printable form (top half)
12
The printable form (lower half)
13
After Printing
  • You now have a choice of where to go
  • Insert another form
  • Update a form
  • Log out

14
Choose to continue or log out
15
To Print a form
  • Scenario You submitted a form yesterday.
  • Today, you find that Casper absconded with it
    it is no where to be found.
  • No Problem! Just print it again!
  • Select the PRINT option on the Choices page.

16
Printing
  • Enter the information in the search fields,
    select the correct Rep Allowance Form, and print
    it. Its that easy.

17
Search first
18
Click on the ID link
19
Print the form
20
Now what?
  • You were able to find your form and print it.
  • Select Log Out or you may continue by selecting
    More Choices

21
Log Out or More Choices
22
What Next?
  • A Rep Allowance form has been submitted. A
    change needs to be made.
  • From the Choices page, select UPDATE
  • Search for the correct Rep Allowance.
  • Make changes, Print, and submit the original to
    Financial Services.

23
Search
24
Select
25
Revise
26
Revise form and click Submit
27
Print
28
Logging Out
  • On most pages you will see a link to LOG OUT
  • Clicking Log Out will remove your access to pages
    in the site.
  • REMEMBER Only bookmark the LOG IN page.
    Bookmarking other pages will not provide you
    access to those pages without logging in first.

29
Logged Out
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