There are now so many resources for our users, we’ve broken them up into categories to help you find exactly what you need.
Click on a category below to start learning!
Unsure where to start?
This chart will help you determine what type of proposal or service request will accomplish what you need to do.
Proposal Development
Snapshots for creating a PD & routing for approvals.
Service Requests
(Most of these will transfer over to Agreements as they are implemented)
Service requests type chart and Snapshots for creating a Service Request & routing for approvals.
**NEW** Agreements
(Snapshots will continue to be added)
Snapshots for creating, routing, approving Agreements.
General Topics
Snapshots for general things like approval delegation, customizing notificiations, unlocking.
Reference Guides
Comprehensive user guides: Compliance, Dept Users, PIs & Key Persons, ORA Staff, etc.
