Instruction Guides: Alphabetical List

A | B | C | D | E | F | G | H | K | L | M | N | O | P | Q | R | S | T | U | V | W

 

80/20 Suppression (PowerPlay)

A
Account Codes for Assets
Accrual Balances, Review
Acknowledging a FAR
Adding Activities
Adding a Position (9.1)  
Adding an Administrative Supplement for a Faculty Position
Adding an Individual to the UF Directory 
Adding and Deleting Proxies

Adding ChartFields to Multiple Transactions (Using the Distribution Template)
Additional Pay 
Additional Pay, Preparing for Cell Phones and Other Wireless Devices
Adjusting Committed Effort
Approve, Deny, or Recycle an eForm
Approve TransactionsHow to (Travel and Expense)
Approver Workflow Processes (Grants)
Approving a FAR
Approving a Job Requisition in GatorJobs 2012
Approving PCard Transactions, and/or Verifying 
Approving Requisitions in myUF Market  
Approving Requisitions with Multiple Dept IDs  
Approving Time & Leave (9.1)
Asset Decal Requests
Asset Listing by Building
Asset Listing by Department
Assets, Account Codes for

Assets, Receiving
Assets on Expiring Grants
Assign a Temporary Approver
Assigning My Cart to a Requestor
Attaching Images to PCard Transactions
Attaching Images to PCard Vouchers
Available Balance by Fund tab, Create an
Award Information, Looking Up 
Award Summary Page

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B
Balances, Where Are My Available? – Search Tips
Blanket Purchase Order, Voucher a
Budget Check, Completing a
Budget Exceptions, Checking for

Budget Information, Entering
Budget Inquiry: Completing a KK—APPROP
Budget Inquiry: Completing a KK—CASH_BASED
Budget Inquiry: Completing a KK—GRANTS
Budget Transfer, Completing an Upload
Budget Transfer
, KK
Budgets Overview Inquiry, Running a 
Budgets Overview, KK

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C
Calculations (Power Play)
Cash Advance, Create a

Cash Advance, Modify a 

Cash Advance, Print a 
Cash Advance, View a 
Cash/Check Deposit, Making a 
Cash Expense Refund, Processing a 
Cashing Out Leave

Certifying Security Roles
Certifying the Effort of Students and Staff
Certifying Your Effort
Change FTE: For all categories of OPS
Changing a Department ID (9.1)
Changing a Deposit Amount
Changing a Deposit Date
Changing a Salary Plan for a TEAMS/USPS Position (9.1)
Changing a JE
Changing FTE for a Position (TEAMS/USPS) (9.1)
Changing FTE for OPS (9.1)
Changing Jobs, Demoting, & Promoting Within a Department
Changing the Display
Charge for an Individual, Enter/Modify a 
Charge for an Individual, Reverse a 
Charges for a Group, Enter/Modify 
Charges for a Group, Reverse 
ChartFields, Adding to Multiple Transactions (Using the Distribution Template)
ChartFields, Customizing
ChartFields – Finding Account Codes
ChartFields – Finding Department Codes
ChartFields – Finding Program Codes
Chartfields: Using myUFL Account Codes, KK 
ChartFields for a KK Budget Inquiry
Charts, Displaying
Checking for Budget Exceptions
Checking Recycled Vouchers
Checking Vouchers for Errors and Match Exceptions 
Codes, Time Reporting
Commodity Codes, Searching for  
Completing a Budget Check

Completing the Payroll Distribution/Retro Request Form (PDRR)
Completing a Journal Edit
Completing a Requisition in myUF Market
Completing an Online Journal Entry
Completing Software and Book Inventory
Conflicting Roles, Handling
Consolidating Carts in myUF Market
Converting a Faculty Position from 9 to 12 months 
Converting a Faculty Position from 12 to 9 Months
Correcting Voucher Budget Errors 

Course Fee (M&S and EU), Delete a 
Create a Cash Advance
Create a Folder (Enterprise Reporting)
Create a Retro 
Create a Shortcut (URL) 
Create a Travel Authorization for a one day trip
Create a View, Set the Prompts and Schedule a report
Create an Available Balance by Fund tab
Create an Expense Report
Creating a Grant Proposal – One PI/Project 

Creating a Job Requisition in GatorJobs 2012
Creating a Person of Interest
Creating & Applying Custom Exception Highlighting
Creating & Using SpeedCharts
Creating Charts (PowerPlay)
Creating, editing and retrieving a Travel Template
Creating Supervisor Groups (9.1)
Credit Card Deposit, Making a 
Customizing ChartFields
Customizing ChartFields (Paying Vendors)

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D
Data Warehouse Query Sheet
De-provisioning a Silver Profile
December Leave Cash Out, Reporting

Default Locations, Finding 
Delegate Entry Authority (Travel and Expense)
Delete a Course Fee (M&S and EU)
Delete an Expense Report
Delete Charges for a Section (Section Exceptions)
Deleting a JE attachment
Deleting a JE that has not posted to the General Ledger
Deleting an Administrative Supplement for a Faculty Position
Deleting Customizations Completely in PCard Approval Screens
Deleting Security Roles

Demoting, Promoting, & Changing Jobs Within a Department
Department ID, Change 
Department Next Exam Report, Health Assessments 
Deposit Amount, Changing a 
Deposit Date, Changing a 
Deposit Transmittal Form, Preparing a 
Depositing Multiple Checks
Description Field, Viewing Your – How to Customize the Reconcile Statements Page(PCard)
Displaying Charts
Downloading Template, Spreadsheet Journal Import
Drilling Through for the Details (PowerPlay)
DSA Reports in Enterprise Reporting, Running

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E
Editing a Retro
Editing the Approval Path
Effort Reporting Activity Categories
Effort Reporting Glossary

eFormApprove, Deny, or Recycle an
Electronic Funds Transfer (EFT) Deposit, Making an 
Emergency Advance Decals
Employee without a Social Security Number
Encumbered Vouchers – Using the Copy PO Option
Encumbered Vouchers – Using the PO Receipt Option
Encumbered Vouchers – Using the Purchase Order Only Option

Enter Equipment Usage Fees
Enter M&S Fees
Enter/Modify a Charge for an Individual
Enter/Modify Charges for a Group
Entering & Adjusting Time and Leave: Exempt TEAMS & Faculty (9.1)
Entering & Adjusting Time and Leave: Excempt USPS
Entering & Adjusting Time and Leave: Non-Excempt Hourly OPS
Entering & Adjusting Time and Leave: Non-Exempt TEAMS & USPS (9.1)
Entering and Submitting Effort
Entering Budget Information
Entering Effort Projections
Entering Managerial Budgets in myUFL
Entering Managerial Budgets Using the Excel Import
Entering New Assets
Entry Authority, Delegate (Travel and Expense)
ePAF Document Fax Imaging (9.1)
Equipment Usage FeesEnter 
Equipment Use Fee, Update an Existing 
Exceptions, Checking Vouchers for Errors and Match 
Expense History, Review
Expense Report, Create an
Expense Report, Delete an 
Expense Report, Print an
Expense Report, View an
Exporting Content (PowerPlay)

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F
Faculty Compliance Procedure, UF 
Faculty on Sabbatical 
Failing a Silver Profile
Fax Imaging, ePAF Document  
Fellows in ePAF
Find (PowerPlay)
Find a Group ID 
Find an Existing Voucher
Find Grant Dates 
Finding Account Codes, ChartFields 
Finding Department Codes, ChartFields
Finding Program Codes, ChartFields
Finding Project ChartFields – UF Project Cash Based
Finding Project ChartFields – Project Budgets page
Finding Purchases and Requisitions Using Queries
Fiscal Year Leave Issues, Preparing for 2012
FIT Cube
Fixing Rejected Requisitions
Folder, Create a (Enterprise Reporting)
Form for Service, Shopping With a

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G
GatorStart: Section 2 of I-9 for Departments
Generating FARs
Goods, Receiving in 9.1 

Graduate Letters of Appointment, UF  
Grant Proposal – Multiple PIs/Projects, Creating a 
Grant Proposal – One PI/Project, Creating a

Grant Security & Proposal Workflow Setup
Grants DeptID Security, Requesting
Grants Proposal Workflow Setup
Group ID, Find a

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H
Handling Conflicting Roles
Handling Pre-Existing Role Conflicts
Health Assessments: Department Next Exam Report

Help, Find and Explain (PowerPlay)
Hide Data/Get Data Later
 (PowerPlay)
Hide or Show Columns or Rows (PowerPlay)
Hiding Totals and Subtotals (PowerPlay)
Hiring at UF 
Hiring Foreign Nationals
How to Approve Transactions (Travel and Expense)
HRMS Setup, Requesting an
HRMS Setup, Updating an

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I
Identity Assurance Profiles: Data Attributes, UF Directory Affiliations, &
EduPerson Affiliations

Importing Journal

Inquiry, Voucher

Inviting Search Committees & Interview Teams as Guest Users in GatorJobs

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J
Journal Edit, Completing a
Journal Entry, Completing an Online

K
KK Budget Inquiry: CASH_BASED
KK Budget Inquiry, ChartFields for a 
KK Budget Inquiry: GRANTS
KK Budget Inquiry: APPROP
KK Budget Transfer
KK Budgets Overview

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L
Leave, Approving Time &  

Leave Cash_Out (9.1)
Leave of Absence (9.1)
Looking Up Award Information

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M
M&S FeesEnter
Making a Cash/Check Deposit
Making a Credit Card Deposit 
Making an Electronic Funds Transfer (EFT) Deposit 
Manager Self Service: Notify Preferences

Managerial Budgets, Entering in myUFL
Managerial BudgetsEntering Using the Excel Import
Managerial Budgets, Understanding the Dimension Viewer
Managing a Conflicting Role Request
Managing a Person of Interest
Managing a Security Request
Managing Exceptions
Material & Supply FeeUpdate an Existing
Modify a Cash Advance
Modify a Travel Authorization
Monthly Time Calendar (9.1)
Multiple Assets on One Purchase Order Line, Receiving in 9.1
Multiple Checks, Depositing
Multiple Combination Codes 
My Favorites, Saving and Retrieving Items from
My Reports: Features, Functions and Searches
My Requisitions Page, Using the 
myUFL Account Codes, Using
myUF Market
myUF Market, Approving Requisitions in myUF Market
myUF Market, Approving Requisitions with Multiple Dept IDs
myUF Market, Assigning My Cart to a Requestor
myUF Market, Completing a Requisition in
myUF Market, Finding Purchases and Requisitions Using Queries
myUF Market, Fixing Rejected Requisitions
myUF Market, Processing a Cart from a Shopper
myUF Market, Requesting Security Roles
myUF Market, Returning Requisitions
myUF Market, Saving and Retrieving Items from My Favorites
myUF Market, Searching for Commodity Codes
myUF Market, Setting Up Your User Profile
myUF Market, Shopper’s Guide to
myUF Market, Shopping Using the Non-Catalog Item Form
myUF Market, Shopping Using the Punchout Web Sites
myUF Market, Shopping Using the Supplier Showcase
myUF Market, Shopping With a Form for Service
myUF Market, Splitting a Distribution in a Requisition
myUF Market, Temporary Substitution for Requestors
myUF Market, Using a PCard in myUF Market
myUF Market, Using the My Requisitions Page
myUF Market, Using the Product/Keyword Search
myUF Market, Working with Returned Requisitions

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N
Navigating 
Navigating Identity Access Management
Nesting Categories
Non-Catalog Item Form, Shopping Using the

Non-Employee Travel and Expense
Non-PeopleSoft Roles, Working with

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O
Off-Campus Certifications
OPS Hourly and Student Assistant, Changing between

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P
Passing a Silver Profile
Pay Increase, Special  
Payable Time Summary
Paycheck and Leave Balances, View
Payments, Review (Travel and Expense)
Payroll Distribution, Creating a 
PCard Transactions, Verifying and/or Approving 
PCard, Using in myUF Market
Personal Leave Days 2012
Placing an Employee on Leave of Absence
Portal Tab, Create a
Position, Add a  
Position, Reclassifying a TEAMS/USPS 
Position, Reclassifying a Vacant TEAMS/USPS 
Post Doc Associates: New Hires and Current PDAs Transferring to New Benefits Program 
Posting Faculty Positions with GatorJobs
Posting OPS and Student Jobs with GatorJobs 
Posting TEAMS Positions with GatorJobs
PowerPlay Web Explorer screen shot with notations
Preparing a Deposit Transmittal Form
Preparing Additional Pay for Cell Phones and Other Wireless Devices
Preparing for Fiscal Year 2012 Leave Issues
Preparing Journal
Preparing Template
Print a Cash Advance
Print a Travel Authorization
Print an Expense Report 
Prior Employees
Problems Downloading a PDF in Enterprise Reporting
Processing a Cart from a Shopper
Processing a Cash Expense Refund
Processing a Termination or Retirement (9.1)
Project Budgets Page, Using the 
Project ChartFields, Finding – Project Budgets page
Project ChartFields, Finding – UF Project Cash Based
Promoting, Demoting, & Changing Jobs Within a Department
Prompts, Set the (Enterprise Reporting)
Proposal Project Summary Page, Viewing the
Proposal Summary Page, Viewing the
Proxies, Adding and Deleting 
Providing Additional Pay
Punchout Web Sites, Shopping Using the
Purchase Order Inquiry Page in 9.1, Using the

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Q
Queries, Finding Purchases and Requisitions Using

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R
Reclassifying a TEAMS/USPS Position (9.1)
Reclassifying a Vacant TEAMS/USPS Position (9.1)
Recording Attractive Items
Recycled Vouchers, Checking
Rejected Requisitions, Fixing 
Replace Nested Categories
Report, Create a View, Set the Prompts and Schedule a 
Report, Search for a 
Report of Survey for a Lost Asset
Report of Survey for a Stolen Asset
Report of Survey for Abandonment
Report of Survey for Cannibalization 
Report of Survey for Casualty Loss
Report of Survey for Donation
Report of Survey for Improperly Disposed 
Report of Survey for Recycled
Report of Survey for Return to Funding Agency
Report of Survey for Return to Vendor 
Report of Survey for Trade-In
Reported Time Audit 9.1
Reporting December Leave Cash-Out (9.1)
Reporting Time and Leave for Dept Processors
Request New Custodian or Contact
Requesting a Proxy Approval Role
Requesting an HRMS Setup
Requesting Effort Reporting Security
Requesting Grants DeptID Security
Requesting myUF Market Security Roles
Requesting Security Roles
Requestor, Assigning My Cart to a
Requestors, Temporary Substitution for 
Requisition, Splitting a Distribution in a 
Requisitions, Approving in myUF Market
Requisitions with Multiple Dept IDs, Approving 
Reserving Surplus Requests
Retirement or Termination, Processing a 
Returned Requisitions, Working with 
Returning a FAR to Draft Status
Returning Requisitions
Reverse a Charge for an Individual
Reverse Charges for a Group
Reversing a posted JE
Review Accrual Balances (9.1)
Review Expense History
Review Job Data
Review Payments (Travel and Expense)
Reviewing an Approved Position
Reviewing Applicants in GatorJobs 2012
Reviewing Exceptions for Approvers
Role Conflicts, Handling Pre-Existing 
Role Request, Managing a Conflicting 
Room Decal Requests
Run a Payroll a Payroll & Estimated Fringe Report 
Running a Budgets Overview Inquiry
Running DSA Reports in Enterprise Reporting
Running Security Reports in Enterprise Reporting
Running the Cost Share History by Project Report

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S
Saving a Security Role Request
Saving and Retrieving Items from My Favorites
Searching for a JE
Searching for an Individual 
Searching for Commodity Codes
Section (Section Exceptions), Delete Charges for a

Security Reports, Running in Enterprise Reporting
Security Request, Managing a 
Security Role Request, Saving a 
Security Roles, Certifying
Security Roles, Deleting

Security Roles, Requesting
Set the Prompts (Enterprise Reporting)
Setting up sections to charge an approved DL Fee or “Tagging” sections
Setting Up Your User Profile (myUF Market)
Shopper, Processing a Cart from a 
Shopper’s Guide to myuf Market
Shopping Using the Non-Catalog Item Form
Shopping Using the Punchout Web Sites
Shopping Using the Supplier Showcase
Shopping With a Form for Service
Shortcut (URL), Create a 
Show Report Values as Percentages
SpeedCharts, Creating and Using
Splitting a Distribution in a Requisition
Sponsored Programs Reports, Using
Spreadsheet Journal Import – Downloading Template
Student Job Appointments (Summer 2009), Managing
Submitting a Special Pay Increase
Submitting a Title Change for a Faculty Position
Subscription Dues, Unencumbered Vouchers for 
Summer Job Review File, Preparing 
Supervisor Groups, Creating in Time & Labor
Supervisors, Associating with Dept IDs
Supplier Showcase, Shopping Using the
Surplus Property Pickup Request
Swap Columns and Rows (PowerPlay)

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T
Template Vouchers, Creating and Using
Temporary Approver, Assign a 
Temporary Substitution for Approvers
Temporary Substitution for Requestors
Termination or Retirement, Processing a  
Time Calendar, Weekly
Time, Entering: Non-Exempt OPS
Time, Entering & Adjusting: Exempt TEAMS & Faculty
Time, Entering & Adjusting: Exempt USPS
Time, Entering & Adjusting: Non-Exempt TEAMS & USPS 
Time & Labor, Managing Exceptions
Time & Labor Launch Pad 9.1
Time & Leave, Approving 
Time Reporting Codes (9.1)
Time Summary, Payable
Timecard Report (9.1)
Tracking Your Requests
Transferring Property
Travel & Expense, Non-Employee 
Travel Authorization, Cancel a
Travel Authorization, Modify a 
Travel Authorization, Print a 
Travel Authorization, View the status of a 
Travel Authorization for a one day trip, Create a 
Travel Template, Creating, editing and retrieving a

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U
UF Faculty Compliance Procedure
UF Graduate Letters of Appointment
Understanding the Salary Cap
Unencumbered Vouchers for Subscription Dues
Unencumbered Vouchers – Paying for Wireless Device Allowances
Unscanned Inventory by Building
Unscanned Inventory by Department
Update an Existing Equipment Use Fee
Update an Existing Material & Supply Fee
Update Requests
Updating a Position Description (9.1)
Updating an HRMS Setup
Updating F&A and Pricing Setup for a Non-Federal Rate
Updating Missing Serial Numbers
Upload Budget Transfer, Completing an
Using a PCard in myUF Market
Using a Query to Find Vouchers with Budget Errors
Using Fax Imaging in Vouchers
Using Online Inquiry 
Using Reports in GatorJobs 2012
Using Sponsored Programs Reports

Using Subsets (PowerPlay)
Using the Asset Location History
Using the Asset Lookup Utility
Using the Copy PO Option (Encumbered Vouchers)
Using the Identity Credential Proof Log
Using the LoA Log
Using the My Requisitions Page
Using the Product/Keyword Search (myUF Market)
Using the Project Budgets Page
Using the Purchase Order Inquiry Page in 9.1
Using the Purchase Order Only Option (Encumbered Vouchers)
Using the Voucher Search

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V
Verifying and/or Approving PCard Transactions
View a Cash Advance
View an Expense Report
View Explanations (PowerPlay)
View Paycheck and Leave Balances (Employee) (9.1)
View Payable Time Summary 
View the status of a Travel Authorization
Viewing Exceptions for Approvers
Viewing My Profile
Viewing the Proposal Project Summary Page
Viewing the Proposal Summary Page
Viewing Your Description Field – How to Customize the Reconcile Statements Page(PCard)
Voucher a Blanket Purchase Order
Voucher Budget Errors, Correcting
Voucher Inquiry
Voucher Search, Using the
Vouchers, Using Fax Imaging in
Vouchers with Budget Errors, Using a Query to Find

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W
Weekly Time Calendar
Where Are My Available Balances? – Search Tips

Wireless Device Allowances, Unencumbered Vouchers – Paying for
Work Break, Short 
Workflow Setup, Grants Proposal 
Working with Non-PeopleSoft Roles
Working with Returned Requisitions

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