Instructions to Add Attachment to Requisition
This document provides detailed instructions on how to add attachments to a requisition using the eFinancePLUS system. It includes step-by-step guidance for users to successfully upload their documents. Follow these instructions to ensure your requisition process is smooth and efficient.
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How do I fill this out?
To fill out this requisition form, start by viewing the attachments section in the Requisition Information screen. Follow the prompts to choose and upload your preferred files. Ensure that you enter the required information accurately for a successful submission.
How to fill out the Instructions to Add Attachment to Requisition?
1
Access the Requisition Information screen.
2
Click on the View Attachments icon.
3
Choose the file you want to attach by clicking CHOOSE FILE.
4
Enter a title for your attachment.
5
Click OK to upload the file.
Who needs the Instructions to Add Attachment to Requisition?
1
Employees submitting requisitions for approval.
2
Department heads needing to attach supporting documents.
3
Purchasing agents responsible for vendor interactions.
4
Finance personnel reviewing requisition compliance.
5
Administrative staff managing document submissions.
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What are the instructions for submitting this form?
To submit this form, email it to your department's procurement office or use the online submission portal available. You can also fax the completed form to the designated number provided by your organization. For physical submissions, make sure to deliver the requisition form to the appropriate department address. Always check with your organization for specific submission guidelines.
What are the important dates for this form in 2024 and 2025?
This form must be submitted by the end of each fiscal period. Please keep in mind the document deadlines for requisitions set by your department for the years 2024 and 2025.
What is the purpose of this form?
The purpose of this form is to enable employees to submit requisitions with all necessary documentation attached. It streamlines the approval process and ensures that all supporting information is provided upfront. Utilizing this form helps maintain organized records for future reference.
Tell me about this form and its components and fields line-by-line.
- 1. Requisition Number: A unique identifier for each requisition submitted.
- 2. Department: The department from which the requisition is being made.
- 3. Vendor: The vendor associated with the requisition.
- 4. Attachment Group: Category of documentation being attached to the requisition.
- 5. File Name: The name of the file to be uploaded.
- 6. Title: A descriptive title for the attachment.
What happens if I fail to submit this form?
If the form is not submitted, the requisition process will not proceed, potentially delaying approvals. This can lead to missed deadlines or insufficient documentation being provided. It’s crucial to ensure all required parts of the form are diligently completed and submitted timely.
- Delayed Approvals: Failure to submit may result in delays and hinder your procurement process.
- Inadequate Documentation: Insufficient information can lead to rejections and additional work.
How do I know when to use this form?
- 1. Department Purchases: When a department needs to make purchases exceeding a certain dollar amount.
- 2. Vendor Relations: To maintain proper relations and documentation with vendors.
Frequently Asked Question
How do I upload an attachment to my requisition?
Go to the View Attachments section and click CHOOSE FILE to select your document.
Can I upload multiple documents?
Yes, you can attach multiple documents to a requisition.
What file types can I attach?
You can only attach PDF documents.
Is there a size limit for the attachments?
Ensure your files are within the acceptable size limits set by the system.
What happens if I forget to add an attachment?
You can go back and add attachments at a later time.
Can I edit my requisition after submission?
Yes, you can return to edit your requisition including adding attachments.
What if my uploaded document is incorrect?
You can easily edit the requisition and update the attachments.
How do I know if my attachment has uploaded successfully?
A progress box will indicate that your attachment is being uploaded.
Do I need to reference attachments in my requisition?
No, the attachment icon will show once documents are uploaded.
Who can access the requisition?
Only authorized personnel with access to the system can view the requisition.
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