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  Req/ Travel / Contractual
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SEARCHING FOR AUTHORITIES

Two Search screens are available to users depending on what type of search is conducted. The first Search screen is the Requisition/Travel/Contractual Search submenu and the second is the Acting Search submenu. Both Search screens allow users to find authority information based on the cumulative search criteria that you enter. The Search feature allows users to search and review an array of authority information from all authorities for an employee to a specific authority for a specific account key, etc. The more search criteria identified by the user will result in a more narrow set of search results. The less search criteria identified by the user will result in a larger set of search results.

Requisition/Travel/Contractual Search Screen Example:

Requisition/Travel/Contractual Search Screen Fields and Buttons

Fields and Buttons: Description:
Requisition/Travel/Contractual Submenu Search screen defaults to this submenu. When searching for authorities under this submenu, results will display Requisition, Travel, and/or Contractual authorities based on the search criteria identified by the user.
Acting Submenu By clicking on this submenu, users are able to conduct searches for Acting authorities.
Employee ID or Name Defaults blank. Free form text box to enter in the numeric employee ID or the name of person for whom you want to conduct an authority search. Name can be entered by first, last or partial name. Field is not case-sensitive.

Find an Employee

 

 Once the user completes the entry into the Employee ID/Name field, upon click of this button, the application will conduct a search of all employees and return a result set. If the Name/ID search is unique, the application will populate the employee ID/Name field with the unique name. If the search comes back with more than one result, a drop down box will appear for the user to choose the appropriate name.
Account Key or Description Defaults blank. Allows user to enter a six-digit account key or an account key description. Account keys and descriptions can be entered in whole or by partial key or description. For example, 31*, 31312, 313 or IT*, SOARS, Budget, ACD*. When conducting a search, the application will present the user with a drop down box. If more than one account key is returned, the user will be presented with a drop down box in order to select the appropriate account key or description. All authorities can be searched for by account key or description EXCEPT for contractual authority. If a user conducts a contractual authority search that includes an account key, an error message will appear.
Date of Authority Defaults to the current date. Allows user to enter a date in which to verify authorities. Date format is MM-DD-YYYY. Users are also able to enter a date in the past to search for any historical authorities as necessary.
Authority Type

User must select an authority type by which to search. This is the only required field on the search screen. Types of authorities include: Requisition, Travel, Acting, and/or Contractual.
Amount Defaults blank. Allows user to enter in the amount of authority for which they wish to search. All authorities can be searched for by amount EXCEPT for Travel authorities. If a user conducts a Travel authority search that includes an amount, an error message will appear.
Travel Only Checkboxes Defaults blank. Allows users to check which type of travel authority for which they wish to search.
Authority Status

Defaults to Active. Values available include:

  • Active - shows all current active authorities
  • Expired - shows all expired authorities
  • Pending - shows all authorities waiting to be activated
  • Future - shows all authorities activated with a future effective date range
Search Conducts search based on entries in the Search screen, and then takes user to Search Results page.
Clear Search Criteria Clears all fields on the Search screen.

Upon completion of a search, users will be provided a Search Results list which will display the detail of the various authorities.

Acting Search Screen Example:

Acting Search Screen Fields and Buttons

Fields and Buttons: Description:
Employee ID/Name Defaults blank. Free form text box to enter in the numeric employee ID or the name of person for whom to conduct an authority search. Name can be entered by first, last or partial name. Field is not case-sensitive.
Date of Authority Defaults to the current date. Allows user to enter a date in which they would like to verify authorities. Date format is MM-DD-YYYY. Users are also able to enter a date in the past to search for any historical authorities as necessary.
Authority Status

Defaults to Active. Values available include:

  • Active - shows all current active authorities
  • Expired - shows all expired authorities
  • Pending - shows all authorities waiting to be activated
  • Future - shows all active authorities with a future effective date range

Search Results

Two Search Result screens are available to users depending on what type of authority was searched. If users conduct searches on Requisition, Travel or Contractual authorities, the Requisition/Travel/Contractual Search Result screen will appear. If users conduct searches on Acting authority, the Acting Search Results screen will appear. All users will be brought to the appropriate search results display after completing their search criteria. The results display will include all detailed authority information that matches the search criteria entered. Users are able to navigate the search results if many records are returned by clicking on the arrows at the top of each authority section.

Requisition/Travel/Contractual Search Results Screen Example:

Requisition/Travel/Contractual Search Results Fields and Buttons

Fields and Buttons: Description:
Modify Search Takes user back to original search screen which is populated with last search criteria used. User is then able to modify all, some or none of the search criteria.
Start a New Search Takes user back to original search screen which is reset to blank and/or defaulted fields.
Requisition Authority Section Displays detailed Requisition authority data based on search criteria entered.
Travel Authority Section Displays detailed Travel authority data based on search criteria entered.
Contractual Authority Section Displays detailed Contractual authority data based on search criteria entered.

Acting Search Results Screen Example:

Acting Search Results Fields and Buttons

Fields and Buttons: Description:
Modify Search Takes user back to original search screen which is populated with last search criteria used. User is then able to modify all or some of the search criteria.
Start a New Search Takes user back to original search screen which is reset to blank and/or defaulted fields.
Acting Authority Section

Displays detailed Acting authority data based on search criteria entered. When user searches for Acting authority on a specific person, the Acting Search Results will show all Acting authority granted to or granted by the person for whom they searched.

The details icon can be clicked by users to view detailed information regarding the Acting authority in question. See sample below.
Acting Authority Section Displays detailed Requisition authority data based on search criteria entered.

Acting Authority Details Screen Example:

To conduct a search:

  1. Navigate to the Requisition/Travel or the Acting Search screen submenu.
  2. Enter the search criteria.
  3. Click Search button.

To clear the search criteria and enter new search criteria:

  1. Click on the Clear Search Criteria button.
  2. Reenter search criteria.
  3. Click Search button.

To navigate search results:

  1. To navigate to the next set of authority records, click the forward arrow icon.
  2. To navigate to the previous set of authority records, click the back arrow icon.
  3. To navigate to the last set of authority records, click the forward double arrow icon.
  4. To navigate to the first set of authority records, click the back double arrow icon.

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