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SAMUEL WONG

SAMUEL WONG

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Comment: Migrated to Confluence 5.3
Table of Contents
maxLevel5

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  1. Change able only as Administrator
  2. Select Welcome Page -> Options -> News Table (Under System category)
  3. It should lists all news stored in the database (Utilize expresso's DBMaint.do to perform the udpates)
  4. (plus) Add new News (select the blue Add sign on top)
    1. Fields with * are required
    2. New Type Code* - Same group codes will be grouped to be displayed, each group news will have a title
      1. Alert - Misc: title Alert
      2. Alert - Down Town: title Alert, PayQuest will be brought down on...
      3. NewsFlash - Misc: title News Flash
      4. NewsFlahs - New Form: title News Flash, the .... form is now available
    3. Subject: only use for data storage
    4. News Content*: allow html information (view past news as reference)
    5. Start/End Date*: duration of the News
    6. News Dispaly Flag*: indicate if this news should be displayed (checking flag aside from duration)
    7. Last Update Date/By: system use fields
    8. Select "Save New Record"
  5.  Update existing News (select the first column of the displayed table: News Id)
    1. Make changes
    2. Select "Update New Record"

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  1. Change able only as Administrator
  2. Select Welcome Page -> Options -> Group User Setting (Under System category)
  3. If leaving UCI Net ID empty and select View Current Setting, it will show full PayQuest admin access list, otherwise enter a specific ucinetid to lookup access
  4. Administrator Group Access
    1. Super User - ALL administration access
    2. Accounting Administrator - Accounting functions & Audit
    3. Campus Administrator - Reviewer to reports
  5. Forwarding Group
    1. Cashier Forwarding (no longer used)
    2. Foundation Forwarding (no longer used)
    3. Refund Forwarding - review refund forms forward
  6. (red star) Added User must be a valid user in PayQuest (pq_user_info) user needs to at least login to PayQuest once
Reset PQID status
  1. Reset PQID form status through Admin. Options/Form Status Change
  2. (red star) Certain forms status cannot be Reset through these step - due to complicated chain steps when an status is changed
    1. Agency Refund
      1. Refund forms are routed to the approver when it is submitted.  If there are any requested change post PQ form submission, agency needs to contact the department refund form approver who can reject the form.  Once the form is rejected, it will put back to status In-Progress in which agency users can update the PQID.

PayQuest Users

Update an Existing Payee Address

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  1. In the Travel Advance form when there are daily expenses in Meal and/or Lodging, an additional line may show up
    1. "Was there less than 24 hours between Business Departure and Return Times?"
    2. The Yes/No option is grayed out; system use the begin/end travel date time to determine the duration and set the options automatically
  2. If the travel was less than 24 hours and there are Meal/Lodging expenses, by policy user will need to provide a justification reason