Status and Updates
How Do I Stay Informed about PTA Manager?
The PTA Manager user mailing list includes all staff with access to PTA Manager. The mailing list will be used to communicate:
- New system features
- Planned system downtime
- Process change
- System issues
- Training opportunities
Updates will also be posted here. Visit the PTA Manager web site regularly.
Partial Save for Award, Project and Task Entry Screens
Partial Save in the Edit Award, Project and Task screens is now available. Before the update, users could not save partial entries; correctly entered information would be lost if the remainder of the fields were incorrect or unknown, causing the user to have to start over. Now users can enter partial data, save and go back to edit at a later time. A user can also use this functionality to partially complete data and re-assign to another user for completion.
|February 25, 2013|
Email notification will now be sent:
Note: To help with this initiative, please take the time to process or terminate any transactions older than 3 days that are currently requiring your action.
Easier and Expanded PTA Entry
Once an Award Short Name, Long Name and Org are entered, the corresponding Project and Task fields are automatically populated with the same information. This significantly cuts down on time spent manually inputting the same data for all 3 segments. However, after saving if any subsequent changes are made to the Award Short, Long name or Org code, these will not carry through to the project and task. Note that users can still edit these fields individually at the project or task level, if needed.
The Award Purpose Description field now allows entries of up to 2000 characters. Previously, the limit was 200 characters. The character limit now displays the number of characters remaining.
A new Agency award type has been added under the 'Award Type: Other' drop-down menu, for users that have involvement with Agency funds.
Terms & Condition Fields Now Mandatory Depending on Award Type and Award Principle Owner Selections
To allow for better reporting and more accurate input controls under the Terms & Condition section the School level of Control and Restriction have been conditionally formatted:
Note that depending on your Award Type, you may or may not see the red asterisk indicating that School Level of Control and School Level of Restriction are required fields.
New Converged Communications Award Fields (for School of Medicine Awards only)
Additional Award fields were added to support the Converged Communication initiative for bundled telephone, voice messaging and network services.
If the Award Owning Organization belongs to the School of Medicine, these additional entry fields may appear on the Edit Award screen:
For Gift Transmittal Users only
For Gift Transmittal transactions requiring a new fund, the user will now have the option to choose the award type from 2 categories: Gifts Expendable and Endowment. Before the change, the user was restricted to only one type 'Gifts Expendable'.
Any attachments from the Gift Transmittal System are automatically added into PTA Manager under the 'Attachments' tab. The user can now view all attachments directly into PTA Manager.
The 'Display Source Button' in PTA Manager is now displays on the left side of the screen.
Service Center and Misc AR Account Requests
PTA Manager updated to include two new links – Service Center and Misc AR Account. While the new links are available to all PTA Manager Users and Approvers, only authorized staff should use this new functionality to request new Service Center and Miscellaneous Accounts Receivables accounts (PTAs). We are communicating directly with staff authorized to request Service Center and Misc AR accounts to inform them about release plans and training opportunities for this new functionality.
The wildcard feature is now available for use on the Search screen (for fields that do not have a lookup button). This enhancement allows you to type "%" in place of characters you are unsure of, providing you with possible selections.
|May 21, 2012|