File Name: Request-Tracker-Work-Instructions.pdf
File Size: 417.15 KB
File Type: Application/pdf
Last Modified: 5 years
Last checked: 4 days ago!
This Document Has Been Certified by a Professional
We recommend downloading this file onto your computer
Using the Request Tracker–Quick Reference GuideThe Request Tracking application provides expanded search capabilities and specific information about where a submitted request isin workflow. It also displays the contact information of the list of individuals/individual currently reviewing the request
Detailed information such as the request tracking number (9 digit ID that begins with “6”), request type, employee’s BUID number,Personnel Number and Position ID (including position IDs of newly created positions and personnel number of newly hiredemployees) is displayed on the Request Tracker
Transactions initiated in the last 30 days from a users’ current login date are displayed by default. Users can also view the anticipatedpath of approvals for a request as well as the history of actual approvals with time and date stamp
The Request Tracker’s expanded search capabilities include: - Ability to search for transactions according to the status of the request: In-process, Submitted, Completed etc
- Ability to search for transactions in a specific date period - Ability to search for specific Organizational Management (OM) and Personnel Actions (PA) or by BUID/Position Id
1. Log on to BUworks Central https://ppo.buw.bu.edu 2. Based on your privileges, you will see either the Manager Self Service OR the Payroll Coordinator tab. Click on the tab 3. The Request Tracker is automatically displayed 1 2/28/2018 Using the Request Tracker–Quick Reference Guide There are two parts to the Request Tracker: The upper half (labeled A) allows you to search for transactions
The lower half (labeled B) allows you to view transactions that are either submitted, in-progress, approved or rejected Click on the Change View button to toggle between a Form Initiator’s view and a Department’s view 4. You can enter a tracking number (6xxxxxxx) and click on Search to locate a specific transaction 5. You can specify a date range (e.g. From: 02/20/2018 To: 03/05/2018) and click on Search to locate transactions submitted in that period 6. You can select from Request Type drop-down, the specific name of transaction (e.g. Create Position or Maintain Position or Additional Payment) and click on Search to locate by the transaction name 7. You can search by Form approval Status (Submitted, In-Progress or Completed) and click on Search to locate by the form status 8. You can search all transactions in the system for a specific employee or position by specifying a BUID OR Position Id 2 2/28/2018 Using the Request Tracker–Quick Reference GuideHere are descriptions of the columns displayed in the transaction display area: 9. Click on the link in the Current Agent column. The contact information of an employee or list of employees currently reviewing a submission is displayed. You may contact any one of the approvers displayed on the list 10. To view the anticipated approval path for a transaction, click on a row to highlight a specific transaction to select it. Click on Display Approvals. To view a transaction, click on a row to highlight a specific transaction to select it. Click on Display Form
To exit from the displayed form, click on Exit. To refresh the screen to display the most up-to-date transactions, Click on Refresh 3 2/28/2018
Detailed information such as the request tracking number (9 digit ID that begins with “6”), request type, employee’s BUID number, Personnel Number and Position ID (including position IDs of …
You don’t have to create a total work of art to make a good quick reference guide. Sometimes a simple screenshot annotated with arrows, text, etc. can be enough to get someone the information they need.
Request Tracker 5 is Here! We are very excited to announce that Request Tracker (RT) 5.0 is now available! The latest and greatest RT comes with a new theme and a ton of new features. Check out our Intro to RT 5 video for an in depth run down of all that’s new with RT.
If you want to give Request Tracker a quick test drive, you can experiment on our demo site. Just click the “Login as Guest” button on the login page. Want to run RT on your own server for free? You can grab a copy of our latest stable release right here.
For over 20 years teams of all sizes have used Request Tracker to help get more done. Request Tracker 5 is Here! We are very excited to announce that Request Tracker (RT) 5.0 is now available!