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Web Req Guides

Citrix Guides

Information Guides

UPK Training

PeopleSoft is the administrative software used for major administrative computing systems by the Health Science Center. This software will help achieve organizational goals by improving service levels. PeopleSoft interacts with the Health Science Center community -- students can access their records and registrations, and faculty and staff can connect with the Human Resources, Financials, and Student systems. This system is part of a project called CACTUS, Centralized Administrative Computerized Technology for the University System.

Guides                                 
The following process guides are to assist users when using the Web Requisition system. It is recommended the user attend a class before attempting to print a guide and log into the system. Please visitThe Knowledge Centre, and enroll in one of the web requisition classes.

Web Req Guides                        <top>

Basic Web Requisition Guide(PDF)

General Stores Web Requisition Guide(PDF)

Pre-Travel Web Requisition Guide v.8(PDF)

Category ID Listing(XLS)-This listing will assist users when selecting a correct category ID for an item being purchased.

Citrix Guides                                <top>

Citrix Guide for OS9(PDF)

Citrix Guide for OSX(PDF)

Information Guides                    <top>

Quick Cheatsheet - Requisition Process Overview

This document can be used for a streamlined version of the areas that need to be completed in order to succesfully generate a Requisition and send notice to your approvers.

Procure-To-Pay Inquire

Presentation explains the various enhancements to existing panels, as well as provide a detailed explanation of the PTP panel.

Most Common Errors Cheatsheet

Used to assist users with a fix for the most commom Web Requisition errors.

Tips and Tricks -Power Point Slide Show(PPS)

Presentation reviewing the lastest tips when preparing a web requisition.

List of Expense Accounts(XLS)Excel document with a listing of the Expense Accounts and their associated descriptions.

List of Revenue Accounts(XLS)Excel document with a listing of the Revenue Accounts and their associated descriptions.

Excel Auto Filter Example(PDF)A how-to guide when using the"Auto Filter"in Excel reports.