Last week we spoke of the procedure to request a new Colleague logon ID for those who will be entering purchase requisitions.  In this newsletter we'll discuss how to request that a person be granted the ability to approve Purchase Requisitions.

The first step in this process is to request that the Colleague Logon ID be created for the approver.  That process is outlined in the prior newsletter.  As part of that process you click on the Logon Request form and the form opens up to the actual Logon Request form itself.  It looks like (and is) an Excel spreadsheet.  You fill out the form as instructed in last week's newsletter. 

However, if you are requesting access for someone who'll also approve Purchase Requisitions, there is an extra set of steps you'll take.

1. Within that same logon request form, there's an additional tab at the bottom of the form.  That tab is marked "Purchase Approvers" and will display a form called "Designation of Purchase Requisition Approver."
2. You'll fill out the Purchase Approvers form for anyone who will approve Purchase Requisitions.
3. As with the Logon Request form, you'll need to print out the Designation of Purchase Requisition Approver form and get the new Approver to sign it, as well as the "Authorizer" of the request (the Chancellor, Deputy Chancellor, Dean or Division Director).

There are instructions on the Designation of Purchase Requisition Approver form; however, if you have questions, call Business Services at extension 1322.

Next week we'll discuss the latest online (and in-person) class in Colleague Basic Navigation.

Find out more about the CTC Colleague Implementation