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Viral Vector Core Administrative Options Cincinnati Children’s Research Foundation

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Presentation on theme: "Viral Vector Core Administrative Options Cincinnati Children’s Research Foundation"— Presentation transcript:

1 Viral Vector Core Administrative Options Cincinnati Children’s Research Foundation

2 How do I use the system? Log in to CORES Billing Select your role Assign lab members to a particular budget number Issue budget number corrections Dispute invoices Pull reports CORES Billing: User Training

3 How do I use the system? Log in to CORES Billing Select your role Assign lab members to a particular budget number Issue budget number corrections Dispute invoices Pull reports CORES Billing: User Training

4 Logging in to CORES Billing Log in to CORES Billing using your CCHMC, UC or external* credentials: https://cores-cchmc.mis.vanderbilt.edu  External users: *log-in credentials will be ed to you when your account is created.  If you need to request an account or have trouble logging in, please contact CORES Billing: User Training

5 CCHMC & External (non-UC) users enter credentials here UC users click here

6 How do I use the system? Log in to CORES Billing Select your role Assign lab members to a particular budget number Issue budget number corrections Dispute invoices Pull reports CORES Billing: User Training

7 Selecting your role Proxy to the PI Lab member: Technician Grad student Postdoc CORES Billing: User Training PI

8 If you need to:Choose the following CORES Billing role: Place an order or reservation from a Shared Facility Principal Investigator, Lab Manager/Assistant, Resource User Monitor order statusPrincipal Investigator, Lab Manager/Assistant, Resource User Grant a “Resource User” (lab member) access to a specific budget number Principal Investigator, Lab Manager/Assistant Budget number correctionsPrincipal Investigator, Lab Manager/Assistant, Business Director Approve/dispute invoiced chargesPrincipal Investigator, Lab Manager/Assistant, Business Director Pull reports on all Shared Facility usagePrincipal Investigator, Lab Manager/Assistant, Business Director Ask a question, or address other issuesPlease contact What role do I choose? CORES Billing: User Training

9 Log in to CORES Billing CORES Billing: User Training

10 How do I use the system? Log in to CORES Billing Select your role Assign lab members to a particular budget number Issue budget number corrections Dispute invoices Pull reports CORES Billing: User Training

11 Maintenance Menu: Resource User CORES Billing: User Training

12 See current budget number assignments CORES Billing: User Training

13 Select/Deselect All or set individually CORES Billing: User Training

14 Customize budget number access for each lab member CORES Billing: User Training

15 This can be updated and/or monitored by: –Principal Investigator –Lab Manager/Assistant (proxy role) –Business Director of your Division (LMA role) –Research Administration Investigators: if members of your lab use the RFCC, CIC or VVC, please check this in January. –Or send a list to CORES Billing: User Training Assigning budget numbers to your lab members

16 How do I use the system? Log in to CORES Billing Select your role Assign lab members to a particular budget number Issue budget number corrections Dispute invoices Pull reports CORES Billing: User Training

17 Entry: Budget Number Correction CORES Billing: User Training

18 Entry: Budget Number Correction CORES Billing: User Training

19 How do I use the system? Log in to CORES Billing Select your role Assign lab members to a particular budget number Issue budget number corrections Dispute invoices Pull reports CORES Billing: User Training

20 How to Dispute Invoices CCHMC customers can dispute directly in CORES (see following slides). External customers: to dispute an order, please contact CORES Billing: User Training

21 How to Dispute Invoices CCHMC customers can dispute directly in CORES (see following slides). External customers: to dispute an order, please contact CORES Billing: User Training

22 Invoice Menu: Approve/Dispute Invoices – CCHMC only

23 CORES Billing: User Training Invoice Menu: Approve/Dispute Invoices – CCHMC only

24 CORES Billing: User Training

25 How do I use the system? Log in to CORES Billing Select your role Assign lab members to a particular budget number Issue budget number corrections Dispute invoices Pull reports CORES Billing: User Training

26 Reporting Features CORES Billing: User Training

27 Reporting: Invoice Report CORES Billing: User Training

28 Reporting: Active Budget Numbers CORES Billing: User Training

29 Reporting: Budget Number Summary CORES Billing: User Training

30 Reporting: Usage Report -Order Number -Shared Facility -Budget Number -P30 Center CORES Billing: User Training

31 Reporting: Query Function CORES Billing: User Training

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33 Options available to you in CORES Billing: Log in to CORES Billing Select your role Investigators: assign lab members to a particular budget number Issue budget number corrections Dispute invoices Pull reports CORES Billing: User Training

34 We are here to help! Please contact us at: Find more information on Centerlink (CCHMC only) at: CORES Billing: User Training


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