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Suite 318 Franklin Building
3451 Walnut Street
Philadelphia, PA 19104
215.746.4357 (Phone)
215.898.0817 (Fax)

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[ Financal Systems Fast Facts ]

Financal Systems Fast Fact:

Authentication to an U@Penn secured site will expire if there is inactivity for at least 1 hour.


Financial Systems FastFact:

When an eForm is submitted, the form is assigned a unique Id #. You can click on the Id # to view the entire eForm. It does not allow you to edit any fields; the form is read-only. View any notes which have been added to the eForm.


Financial Systems FastFact:

When requesting ORG Secured Access in BEN Financials, select an ORG from the list of validated ORGs. For a range of ORGs, use the ‘Note’ section under “Form Routing” to indicate which ORGs should be granted.


Financial Systems FastFact:

Use the ‘My eForms status’ section to access the list of all eForms you have submitted


Financial Systems FastFact:

Use the ‘Action List’ to view any forms you have acted on (or forms awaiting your attention). Use the ‘Outbox’ to view any forms which you have acted on and are approved/ completed.


Financial Systems FastFact:

Click on the ‘Route Log’ to view the eForm Action History – for example, review the action(s) which have been taken on the form, by whom, the date & time of each action.

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Financial Systems FastFact:

From the ‘Action List’ or ‘Outbox’ use the “Searchable Headings” to sort data within the columns. Each column which has the ‘hyperlink’ under the heading name can be sorted (i.e. Document/ Notification ID, Date Created, etc.), just click on the heading name to sort the data in each column.

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Financial Systems FastFact:

Use the search fields at the top of the ‘My eForms Status’ page to narrow the list by Type of form, Document/ Notification Id number, Date Created (From/ To).

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Financial Systems FastFact:

There are several email notifications received during the eForms process. The ‘Initiator’ will receive an email once the eForm has been processed. The following individuals will receive an email notification when an eForm is submitted to them for approval - Supervisor, Access Administrator, Purchasing Services (if applicable) and Financial Systems; advising them that an “Action is Required”. Approvers will receive an email for each eForm requiring their approval. A reminder email is sent daily listing the pending number of eForms they have not acted on. An email notification is also sent to all Approvers when an eForm has been ‘Disapproved. Each Approver who acted on the form will be notified via email to acknowledge the disapproval.

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Financial Systems FastFact:

From the ‘eForms action list’, click on “Preferences” (located at the top right of the screen) to change some of the workflow preferences (i.e. Email Notification, Fields Displayed in Action List, etc.)

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Financial Systems FastFact:

Route Status Action Requested
Pending Statuses:  
Enroute
Saved
Initiated
 Approve
Return to Previous Route Level
Successful Statuses:  
Final
Processed
Approved
 Complete
Unsuccessful Statuses:  
Disapproved
Canceled
Disapprove - Cancel
  Acknowledge
Disapprove
In Action List
   
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Fast Facts


FastFacts are useful tips about BEN Financials. To see a complete FastFact, click MORE. To view all of the FastFacts click on 'FastFacts' from the left navigation column.
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