DEPARTMENT OF ADMINISTRATION PURCHASING DIVISION ... 31.4 CREATING A BID - ADDITIONAL TABS TO...

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Transcript of DEPARTMENT OF ADMINISTRATION PURCHASING DIVISION ... 31.4 CREATING A BID - ADDITIONAL TABS TO...

  • DEPARTMENT OF ADMINISTRATION PURCHASING DIVISION

    NevadaEPro User Manual

    Revised: September 2020

  • Revised: September 2020 NevadaEPro User Manual Page 1 of 209

    TABLE OF CONTENTS

    1. NEVADAEPRO GENERAL INFORMATION ............................................................................................... 7

    2. TERMS/DEFINITIONS ................................................................................................................................... 7

    3. SYSTEM OVERVIEW ................................................................................................................................... 10 3.1 FUNCTIONAL USER ROLES ........................................................................................................................ 10 3.2 SYSTEM HIERARCHY ................................................................................................................................... 11 3.3 GENERIC PROCUREMENT LIFE CYCLE – SIX (6) STEPS ....................................................................... 12 3.4 DOCUMENT OVERVIEW .............................................................................................................................. 12 3.5 DOCUMENT STATUS OVERVIEW .............................................................................................................. 13 3.6 REQUISITION TYPES .................................................................................................................................... 15 3.7 APPROVAL TYPES/PATHS ........................................................................................................................... 16

    4. ACCESSING THE WEBSITE ....................................................................................................................... 17 4.1 INITIAL USER ACCOUNT PASSWORD ...................................................................................................... 17 4.2 PASSWORD REQUIREMENTS ..................................................................................................................... 17 4.3 LOGIN – PRODUCTION WEBSITE .............................................................................................................. 17 4.4 LOGIN – TRAINING WEBSITE ..................................................................................................................... 17 4.5 LOGIN SUPPORT ............................................................................................................................................ 17

    5. NAVIGATING THE HOMEPAGE ............................................................................................................... 20 5.1 USER FUNCTIONAL ASSISTANCE/SUPPORT .......................................................................................... 20 5.2 GENERAL ........................................................................................................................................................ 20 5.3 HOMEPAGE .................................................................................................................................................... 20 5.4 SYSTEM CLOCK ............................................................................................................................................ 21 5.5 ORGANIZATION ACCESS ............................................................................................................................ 21 5.6 USER ACCOUNT ............................................................................................................................................ 21 5.7 USER ROLE ..................................................................................................................................................... 22 5.8 MY ACCOUNT ................................................................................................................................................ 22 5.9 LOGOUT .......................................................................................................................................................... 23 5.10 SYSTEM HELP ................................................................................................................................................ 23 5.11 ALERTS............................................................................................................................................................ 24 5.12 NEWS ............................................................................................................................................................... 25 5.13 NEW DOCUMENTS ........................................................................................................................................ 26 5.14 EXISTING DOCUMENTS............................................................................................................................... 26 5.15 REPORTING AND SUPPORT FUNCTIONS ................................................................................................. 29

    6. DOCUMENT ACTION TYPES ..................................................................................................................... 33 6.1 GENERAL ........................................................................................................................................................ 33

    7. DOCUMENT STATUS TYPES ..................................................................................................................... 34 7.1 GENERAL ........................................................................................................................................................ 34 7.2 DOCUMENT ABBREVIATION, NAME AND STATUS DEFINITION ....................................................... 34

    8. DOCUMENT TYPE AND SUB TYPE FUNCTIONALITY ......................................................................... 37

    9. COMMON TABS ........................................................................................................................................... 39 9.1 GENERAL INFORMATION ........................................................................................................................... 39

    10. ITEMS TAB/GENERAL SUBTAB - COMMON TABS .............................................................................. 39 10.1 GENERAL ........................................................................................................................................................ 39 10.2 CREATING ITEMS .......................................................................................................................................... 39 10.3 SEARCH ITEMS .............................................................................................................................................. 40 10.4 ADD ITEMS ..................................................................................................................................................... 41 10.5 DELETE ITEMS ............................................................................................................................................... 42

    11. ITEMS TAB/VENDOR SUBTAB - COMMON TABS ................................................................................ 43 11.1 GENERAL ........................................................................................................................................................ 43

    12. ITEMS TAB/ADDRESS SUBTAB - COMMON TABS ............................................................................... 43 12.1 GENERAL ........................................................................................................................................................ 43 12.2 ADD ADDRESSES TO SELECTED ITEMS .................................................................................................. 44

    13. ITEMS TAB/ACCOUNTING SUBTAB - COMMON TABS ....................................................................... 44 13.1 GENERAL ........................................................................................................................................................ 44 13.2 ADD ACCOUNTING TO AN INDIVIDUAL ITEM ...................................................................................... 44 13.3 COPY ACCOUNTING TO SELECTED ITEMS ............................................................................................. 45

  • Revised: September 2020 NevadaEPro User Manual Page 2 of 209

    13.4 DELETE ACCOUNTING FOR SELECTED ITEMS ...................................................................................... 45 14. ITEMS TAB/ATTACHMENTS SUBTAB - COMMON TABS ................................................................... 46

    14.1 GENERAL ........................................................................................................................................................ 46 14.2 ADD ATTACHMENTS TO AN INDIVIDUAL ITEM ................................................................................... 46 14.3 DELETE ATTACHMENTS FOR AN INDIVIDUAL ITEM .......................................................................... 47

    15. ITEMS TAB/NOTES SUBTAB - COMMON TABS .................................................................................... 47 15.1 GENERAL ........................................................................................................................................................ 47 15.2 ADD NOTES TO AN INDIVIDUAL ITEM .................................................................................................... 47 15.3 DELETE NOTES