There are a variety of ways that you can transfer funds and purchase goods at Case Western Reserve University.
Training Before Purchasing
Before you can begin purchasing, you will need to complete some online training modules.
CWRU Administrative Professional Series (CAPS) is the current system in use. It reviews the various ways in which one may purchase items and services at CWRU, as well as when to use each tool (e.g. accounts payable, card suite, internal billing, SmartCART and eProcurement).
Step 1: Online Security Form
The Online Security form is used to request and grant access to employees who will be using the PeopleSoft Financials system. Access can be requested for eProcurement, Accounts Payable, General Ledger, Reporting, Travel and Expense, and Petty Cash. Information that is entered on the security form includes contact information for the user and the identification of the user's supervisor and/or approver.
The form is available online through PeopleSoft Financials. A supervisor must complete the Online Security Form for employees to gain access. In the Division of Student Affairs, this is usually done by Todd Rasmussen.
- Instructions on how to complete the Online Security Form for PeopleSoft Financial Access
- Instructions on how to approve the Online Security Form for PeopleSoft Financial Access
Step 2: Complete Online Courses
Complete the course(s) that corresponds with the required module of PeopleSoft Financials.
Once you have completed your training you will have access to the various modules that PeopleSoft has to offer. There is additional training on UTech CAPS Curriculum.