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Work in Progress
Drawing from Authentication User Manual
https://utexas.app.box.com/s/rlyzq78yefkez9oen19x6eflpqxgw0va
Per Emily, some of it is outdated with the scripts for new users
Lorem ipsum.
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How
toAdd aDepartment (own page. add further/refine further)In order for a user to have access to submit invoices, IDT bills, or letter bills, or to have permission to search as acredit ordebit department, that user's department must be on to the Department list.Onboarding of a department is a manual entry ofDepartment Name and Unit Code via the Django Admin. Thislist of departments isalsoutilized to updateusers inthe Billing accountsto allow them toutilize the search page.BFS AdminSupervisorsaccess theDjangoAdminvia the Admin tab on the Tracker home page. Thelistof departmentsshould includeallinvoice submittal, billing credit and debit departments. (need to clarify this list)Before adding a new department, begin by searching to see if the Department and Unit Code already exist. If they do not, follow these steps.Under Core, select Departments.SelectAdd Department +Enter Department Name. This namedisplays onallinvoice submittals department drop-downfields. (Emily, can we clarify this?)Enter Department Unit Code.Select Active. Save.Caution: When editing or inactivating departments, take into considerationinvoices in progress and historical data. (Can we say what happens to those, or what to do to avoid problems with them?)Inactivated departments no longer display on the Invoice Submittal department drop-down list when creating or editing invoices. An inactivated department'sBillingAccounts will remain activeuntilmanually inactivated.
To edit or inactivate a department:
Under Core, select Departments.HowDo Users GetAccessto BFS Tracker? (make sure its all explained in Managing Users; then cut)
Every employee of an onboardeddepartment is automatically assigned access to Invoice Submittals for their primary departmentafterthe employee logs in to Tracker for the first time. Once fully registered, the employee also has the ability to search Invoice Submittals.New or student employees may not have immediate access untilthe new employee’sdepartmentassignmenthas been updated in Workday orthestudent employee hasbeen added/assigned the appropriate departmentin the Django Admin Users Department.
IDT Billing and/or Letter Billaccess to view and/or submitisbased ona user’sprimary department.A user is added to the user list when they attempt to access Tracker for the first time. In addition, their department must be in the Department list and an Account with the same Department and Unit Code must exist.
Billinguserswill not have access andare not updated until several scripts have run to update department, account, and user information. If a user needs access to submit IDT and/or Letter bills for a department(s), Billing Credit must be assigned. When onboarding new billing users and/or departments, allow approximately 2–3weeks for all scripts to update See additional details about scripts, below.
How to Manage BillingAccounts
I think this is the only required part
If you are an Admin Supervisor, you can manually add Billing Credit Accounts via the Django Admin. Navigate to that page by selecting the Admin tab on your Tracker Home page.
On the Django Admin page, follow these steps to add Credit Accounts:
- Under Billing select Accounts.
- Search via Account Name, Number, or any column name to confirm that the Credit Account you would like to add does not already exist.
- If a Credit Account needs to be added:
- In the top right of the screen, select Add Accounts +
- Enter the Account Number, Name, and Purpose.
- Select Active and Is Credit Account.
- Enter Department Contact EID, CV3, Credit and Debit Object Code.
- Save.
- In the top right of the screen, select Add Accounts +
Debit Departments are automatically added to the Accounts table when a Debit department IDT Account is billed via the Submit New IDT billsubmissions.
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