1. PCard RouteIT Process PCard Program Administrator: Eric Engelmeyer UWF Procurement and Contracts

2. What is RouteIT? RouteIT is a UWF system that sends a form or other online documentation to multiple employees who each do their part to complete a process. After one person completes his or her task, the route is sent to the next person in the process.

3. PCard RouteIT Cardholder Request The next person in the process receives an email notification and an item in their RouteIT inbox. They must take action before the route moves on to the next person in the process. The initiator clicks a link in Argus to open the RouteIT form. Once completed, the form is sent to the next person in the process. Initiator Next Steps Cardholder Request is completed and PCard is issued End of Route Inbox in Argus InitiatorNext Step End Process

4. Topics Starting a RouteIT process If you receive a route from someone else Tracking a route Getting Help Learn more about RouteIT

5. Starting a RouteIT Process You or someone else on your behalf is the initiator and may initiate a request. InitiatorNext Step End Process

6. Starting a RouteIT Process Click a link with a cog icon.

7. Starting a RouteIT Process Initiator form.

8. Starting a RouteIT Process Next page of form contains the RouteIT document and buttons to start the request.

9. Starting a RouteIT Process View Document

10. Starting a RouteIT Process Use buttons to start the request.

11. Starting a RouteIT Process Comments: Shared or private Start Routing: Sends form to next person in process Delete Request: Cancels request Detour Request: Sends to someone not normally included in the process Save and Return to Route List: Saves any information you entered so that you can complete the form later

12. If you Receive a Route… You are the next person in the route process and must take action. InitiatorNext Step End Process

13. If You Receive a Route… Two ways to receive a route. 1.RouteIT box on Directory tab in Argus 2.Email Notification

14. If You Receive a Route… Step One: Click the Route link in the main menu.

15. If You Receive a Route… Step Two: Click View Document to view full size document.

16. If You Receive a Route… Step Three: Respond. ◦Comments ◦Deny ◦Approve ◦Detour ◦Save and return to Route List

17. Tracking a Route Tracking allows you to see what stage the route is at and any comments that are entered. Anyone in the route process can track the route once it is past their part of the process. InitiatorNext Step End Process

18. Tracking a route Open RouteIT from the box on the Directory tab. Click on Services and click on RouteIT.

19. Tracking a route using search

20. Getting Help Help is provided at the RouteIT my home page in Argus. The “help” menu provides instructions for each step in the process. Click on help.

21. Getting Help The “help” menu provides instructions for each step in the process. Click on drop down to select PCard Route.

22. Getting Help The “help” menu provides instructions for each step in the process. Click on View Help.

23. Getting Help The “help” menu provides instructions for each step in the process. Click on Route Path to go directly to desired step.

24. Getting Help The “help” menu provides instructions for each step in the process. Click on the step number to enlarge Route Screen Shots.

25. Getting Help The Route Screen Shots correspond to each step in the process. Screen Shot displayed for Step 1.

26. Getting Help The Route Screen Shots correspond to each step in the process. Step 2.

27. Getting Help The Route Screen Shots correspond to each step in the process. Step 3.

28. Learn More About RouteIT Documentation and online tutorials available in the IT Knowledgebase or at http://uwf.edu/help/kb/routeit

29. PCard RouteIT Reference Guide Keep the PCard RouteIT Reference Guide handy to provide you with information.

30. PCard RouteIT Thank you for attending.