Access

PTA Manager Authority

Departments are responsible for granting and updating authority privileges. In anticipation of this change, we partnered with Budget Officers to assign and grant authority for PTA Manager users and approvers. Beginning April 2012, your school / department can grant PTA Manager authority using the Authority Manager application. The role and associated privileges you are assigned in Authority Manager determine the tasks you can perform in PTA Manager. If you have questions about individual assignments, please contact your school Budget Officer.

Note:  In PTA Manager, you will have access to accounts (PTAs) as defined in your Oracle Financials reporting authority (i.e., ReportMart3).

• PTA Manager User

  If you are responsible for requesting PTAs, you will need PTA Manager User authority. This role allows you to request new PTA accounts, upload documents, designate approval routings, and track PTA set-up progress. Using this role you can also add new project(s) and/or task(s) to existing accounts.

• PTA Manager Approver

  If you are responsible for review and approval of PTA requests, you will need PTA Manager Approver authority. PTA Manager Approver authority allows the same capabilities as PTA User authority along with the ability to electronically approve or return PTA requests to the initiator.

• PTA Manager View

  This role allows those individuals who do not request or approve PTAs, the ability to view and/or obtain status of requests submitted for their department.

Training

See the Training section for training opportunities and requirements.