Resources
| System | Purpose | Training |
|---|---|---|
| SAP CONCUR | A web-based application to submit and approve reimbursement requests | SAP Concur Or Online Approver Training |
| Data Warehouse | Provides information on students, employees, classroom facilities, applicants, and financial transactions | |
| IBIS | Electronic business system used at Penn State, composed of a variety of business applications and systems to provide financial and human resource information | IBIS Functions |
| iTwo | Oracle iTwo business intelligence dashboard tool. | Resources |
| FIT | Tool for budget administrators to perform management functions for one account with IBIS financial data | |
| Document Imaging | Centralized hosting service that allows departments to manage documents through the use of the University's site license for Optical Image Technology | |
| eCommerce | Centralized payment processing technology for secure eCommerce environment - Converge | Policy / Resources |
| PAWS | Tool for budget administrators to perform management functions for one account with IBIS financial data | Online |
| Workflow | Web-based hosting system for University academic, administrative, and financial management processes | Online |
| eDDS | Tool that enables users to access and view reports through the Web | Online |
| LionPath | Centralized student system that manages the records for all Penn State students at all Penn State locations | |
|
(Gifts and endowment) |
Database related to alumni biographical information, memberships, pledge data, and provides services to manage the stewardship of alumni gifts | Policy |
| eBuy | Online marketplace where Penn State faculty and staff can purchase everything from office and scientific supplies to furniture. | Online |
| webRAT | Web-based tool for assignment of roles. This system also provides the ability to establish approval and notification options for various University business processes. | Breeze Session |
| Authorized Approval System | No longer active-please use webRAT above. | |
| Pay and Effort | Documentation. Supplemental information can be found here. | Training Presentation |
| Resource | Purpose |
|---|---|
| AIS Systems Directory | Offers valuable information about University listed systems and data sources (contact information, access and security requirements, training opportunities, and direct links) |
| eBuy Approver Application | A web-based application for FOs to make changes to approvals in eBuy. |
| BOX Folder | This BOX folder contains resources for New FO training-if you don't yet have access and believe you should, please send a request to Kevin Spotts. |
| BS07 | Please review this policy in reference to eBuy requirements and procedures. |
| Budget Basics | These materials are based on an online course offered by Debbie Meder. These and additional trainings offered through OHR can be found here. |
| DocFinity Imaging | DocFinity 10 is a web-based enterprise content management (ECM) system used by the Corporate Controller’s offices that enables users to capture, store, index, retrieve, and manage information digitally. More information can be found here. |
| SAP Concur Approver Application | A web-based application for FOs to make changes to approval flows within SAP Concur |
| General Salary Increase (GSI) | Training related to annual general salary increases. Specific Instructions from October 2016 can be found here. Supplemental instructions for retroactive pay from October 2016 can be found here. |
| IBIS Approval Paths | A guide on changing approval paths within IBIS. Steve Koths can perform global changes. |
| myResearch Portal |
myResearch Portal provides Principal Investigators with real-time, web-based access to administrative data associated with their sponsored research. |
| Pinnacle for Telephones | Telecommunications and Networking Services billing site. |
| UBO FO Reference | Includes links to Budget Amendment instructions for GSI processing, Budget Development System (BudDev), Detailed Operational Calendar, and FAQs. |
| Unemployment Comp | An online system for the management of unemployment compensation. |
| X-Coding Guidelines | For costs not allowable under OMB Circular A-21, Guideline FNG05 has policy information related to this |
| Uniform Guidance | Office of Management and Budget:
|
| Merchant Management Website | Provides information regarding the acceptance of electronic payments and the related PSU policies, operational details, and training. |
| Airfare Booking Matrix | Provides guidelines for type of travel, payment options, and sources of booking. |
| policy.psu.edu | All University policies and procedures and forms. |
| Travel Policy | Policies discussing travel procedure. |
| International Travel Requirements |
This policy specifies additional practices and processes required for traveling internationally |
| Purchasing Cards | A link to the PCARD webpage including policies and training |
| BS07 - Purchasing policy | Policy related to authority and procurement processes |
| Budget Policies | All University policies relating to budgets. |