Core-10 Approvers
Approvers Role Actions
RequisitionAmount
ApprovalChartFieldApproval
PurchasingApproval
PurchaseOrder
2,500
10,000
1 Mil.
Over 1 Mil.
Budget Check
Exceptions
BudgetCheck
Sourcing
Requisition Reconciliation
Workbench
DOIT Approval
Workflow• ITD-10 Workflow from Agency
Agency ChartfieldApproval
DOIT BDDApproval
CIO/CTOApproval
Over $10,000
ITD BuyerApproval
PurchaseOrder
Agency Purchasing
ApprovalSourcing
ApproveDenyEditComment
ApproveDenyPushbackEditComment
ApproveDenyPushbackEditComment
Approve – Moves approval forward in workflow – Notification - Worklist – no email
Deny – Reinitiates approval process – sends back to requester at agency. Worklist - Generates email
Pushback – Pushes back to the previous approver. Generates email – not in Worklist
Edit – DOIT approvers may not edit price or quantities.
Comment – Comments may be added by any role without reinitiating the process.
+ADHOC +ADHOC +ADHOC
Workflow• DOIT ITD-10
• DOIT ITD-BID
Agency Purchasing
Approval
DOIT BDDApproval
CIO/CTOApproval
Over $10,000
ITD BuyerApproval
ITD CPD Director Approval
Convert to Contract
ITD CPD DirectorApproval
Worklist
• Navigation – Finworklist > Worklist
FINWorklist
• Sorted by From
Searching your FINWorklist• Users can use Ctrl F on your keyboard to search by Requisition IDs or Description.
FinWorklistView All
Navigation – Finworklist > Worklist
View Requisition Details
Viewing Attachments• Comments Bubble
View Attachments
Attachment Displays
Actions - Adhoc, Approve, Pushback or Deny • Adhoc
Actions - Adhoc, Approve, Pushback or Deny
• Approve, Pushback or Deny
Pooled Worklists• Approval Roles have Multiple Approvers
Pooled Worklist• Multiple Approvers in a Pooled Worklist
Multiple Roles • Auto Approval
Manage Requisitions• Navigation: eProcurement > Manage Requisition
Requisition Lifespan
Core-10 – Facts
328 Multi-Requesters statewide have ability to create Core-10s.
1363 ITD-10s & ITD-BIDs have been successfully created.
EPM Core-10 Queries – Navigation: EPM Reporting Tools > Query >Query Manager
CT_CORE_FIN_CORE10_BU_REQ_DT CT_CORE_FIN_CORE10_BY_FLG_DATE CT_CORE_FIN_CORE10_BY_REQ_NBR CT_CORE_FIN_CORE10_VNDR_REQ_DT
Core-10
Questions or IssuesPlease call theCore-CT Help Desk…
622-2300