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--- utilities:assigntravelaccounts [2021/05/18 18:56] – created emoreno
+++ utilities:assigntravelaccounts [2024/07/15 19:28] (current) – emoreno
@@ Line 5: / Line 5: @@
 //**District Administration > Utilities > Assign Travel Accounts**//
-<WRAP round intro>This page is used to mass assign account codes by campus ID and department code (optional) for travel reimbursement requests.  </WRAP>
+<WRAP round intro>This page is used to mass assign account codes by primary campus, department code (optional), and year for employees using the travel reimbursement request feature in EmployeePortal.
+After running this process, a user profile is created with the assigned account codes for each active person with the primary campus/dept on their Job Info record that matches the selection on this page.</WRAP>
-====Modify a record:====
+When submitting a travel reimbursement request in EmployeePortal, employees will be able to use these account codes to indicate the budget to be charged for a travel reimbursement request.
-Select a campus.
+<WRAP center round important>
+**IMPORTANT**: If you are creating records for users by campus and department, you must select a campus, indicate the department, and click **Retrieve**. This must be done upon initial retrieval. Otherwise, select a campus and click **Retrieve**.
+</WRAP>
+====Modify a record:====
-Indicate a department.
-Click Retrieve. The campus/department record is displayed
 ^ Field                                        ^ Description   ^  /*Table with two rows*/
-^Campus ID|++|{{page>general:campus_id}}++|  /*Folded include*/
+^Campus|Click {{:images:dropdown.gif|Drop Down Arrow}} to select a campus.|
-^ Pass/Fail|{{page>general:pass_fail}}|      /*Include, not folded*/
+^Dept|Type a one-character department code. This field is optional.|      /*Include, not folded*/
+VCV Click **Retrieve**. The campus/department record is displayed.
+VCV In the **CYR/NYR** field, click {{:images:dropdown.gif|Drop Down Arrow}} to indicate the year (Current or Next) to apply the changes.
+VCV Type an account code or mask (X) in each of the account code component fields. Click **+Add** to add rows as needed.
+VCV Click **Save** to save the record without executing the changes.
+VCV Click **Execute**. A preview report with a list of the account code changes is displayed.
+VCV Click **Process** to process the changes. A user profile is created for each active person with the selected primary campus/dept. The user is assigned the selected accounts for the primary campus/dept and the **Travel** checkbox is selected to indicate that the user will have access to the assigned accounts when submitting travel requests in EmployeePortal.
-Click **Save**.<WRAP box>**NOTE:</WRAP>
 ====Other functions and features:====
-^{{:tsds:images:trash_delete.gif|Trashcan Icon}} | ++ Delete a row.|{{page>general:delete_a_row}}++|  /*Table row with text link*/
+^{{:images:trash_delete.gif|Trashcan Icon}} | {{page>general:delete_a_row}}|  /*Table row with text link*/
+^Delete|Click to delete the entire account code record for the selected campus/department.|
+{{indexmenu_n>15}}

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