Lesson Materials Audience Comments Suggested Activities 1 Introduction to ePro and the GeorgiaFIRST Marketplace LP01_Intro to ePro and GAFirst Marketplace_With Shoppers PPT01_Intro to ePro and GAFirst Marketplace_With Shoppers All users for schools deploying the SHOPPER role Basic intro lesson N/A 2 Introduction to ePro and the GeorgiaFIRST Marketplace LP02_Intro to ePro and GAFirst Marketplace_Without Shoppers PPT02_Intro to ePro and GAFirst Marketplace_Without Shoppers All users for schools NOT deploying the SHOPPER role Basic intro lesson N/A 3 Being a Shopper in the GeorgiaFIRST Marketplace LP03_Being a Shopper in the GAFirst Marketplace PPT03_Being a Shopper in the GAFirst Marketplace Shoppers This is an introduction to being a shopper; the searching and shopping functionality is covered in LP09 Suggested Activities include: Verifying User Profile Assigning Default Requester Setting Color Theme Follow Home Page navigation 4 Requester Responsibilities in ePro and the GeorgiaFIRST Marketplace LP04_Requester Responsibilities in ePro and GAFirst Marketplace PPT04_Requester Responsibilities in ePro and GAFirst Marketplace Requesters Will also cover responsibilities of requesters that do not have assigned shoppers; Differences are noted within the lesson plan Suggested Activities include: Entering Marketplace through correct method Verifying User Profile Setting Color Theme Follow Home Page navigation
5 ePro Approvals LP05_ePro Approvals PPT05_ePro Approvals All Designed to provide the entire approval chain – each institution can remove the stages/paths they do not use N/A 6 Approving/Denying a Requisition LP06_Approving a Requisition PPT06_Approving a Requisition All Approvers For all approvers, including Buyer Approvers Suggested Activity: Stage 3 requisitions for each approver to work following the Approving Requisitions Job Aid; details on page 5 of lesson plan 7 Editing a Requisition in your Worklist LP07_Editing a Requisition in Your Worklist PPT07_Editing a Requisition in Your Worklist All Approvers with authority to edit requisitions For approvers with the authority to edit a requisition (i.e., Asset Approvers, Buyer Approvers) Suggested Activity: Stage a requisition for the approver to edit Ship To location or Chartfields 8 Assigning an Alternate Approver LP08_Assigning an Alternate Approver PPT08_Assigning an Alternate Approver Approvers who need approvers while out of the office Generally for approvers who are not part of a pool Suggested Activity: Have approvers assign each other as Alternate Approvers 9 Searching and Selecting Items in the GeorgiaFIRST Marketplace LP09_Searching and Selecting Items in the Marketplace PPT09_Searching and Selecting Items in the Marketplace Shoppers & Requesters Anyone who has the ability to create shopping carts Suggested Activity: Have users shop for various items Have users write down their cart name for use with LP10 or LP12 (depending on their role)
10 Assigning a Cart to a Requester LP10_Assigning a Cart to a Requester PPT10_Assigning a Cart to a Requester Shoppers Use in conjunction with LP09 Suggested Activity: Have users assign the cart they created in LP09 to their default user 11 Building a Marketplace Requisition from an Assigned Cart LP11_Building a Requisition from an Assigned Cart PPT11_Building a Requisition from an Assigned Cart Requesters For schools who are using SHOPPERS Suggested Activity: Have Requesters create Marketplace Requisitions from carts created and assigned to them from Shoppers in LP10 12 Building a Marketplace Requisition from a Personal Cart LP12_Building a Marketplace Requisition from a Personal Cart PPT12_Building a Marketplace Requisition from a Personal Cart Requesters Build off of lesson 09 for Requesters Suggested Activity: Have Requesters create requisition from cart they created in LP09 13 Building a Special Request Requisition LP13_Building a Special Request Requisition PPT13_Building a Special Request Requisition Requesters Suggested Activity: Have Requesters create multiple Special Request Requisitions Include lines for assets and split distribution lines
14 Managing Requisitions LP14_Managing Requisitions PPT14_Managing Requisitions Requesters/Buyers Suggested Activities: Have users review requisitions in various statuses Have users edit requisitions and cancel a requisition 15 Desktop Receiving LP15_Desktop Receiving PPT15_Desktop Receiving This lesson is for anyone who is responsible for creating desktop receipts Suggested Activities: Have users create a receipt for full quantity received and one for partial quantity received