Public PayQuest Knowledge Base

Administrators

Update/Add News Flash to Welcome Page

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. 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"

Update/Add Group User Maintenance

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. Added User must be a valid user in PayQuest (pq_user_info) user needs to at least login to PayQuest once

PayQuest Users

Update an Existing Payee Address

1. Search Payee as usual from PayQuest forms
2. When the payee is found, do not choose "Select", but instead choose "Add New Address" 
3. New Payee/Address window should be displayed with pre-filled information of the payee.
4. User can update the address for this payee
5. After making changes, select "Enter"

Remove Trip/Event# from directory (do not see trash bin)

1. Logs/Travel Trip# Log or Logs/Event# Log
2. If the trash bin does not show up in the directory, there are business rules forbidding the actions
   1. If there are no advance(s) created; users have the option to remove
   2. However if advances are already created (not submitted), user will need to first remove the advances.