Is Your eVA Workflow Working for You? Presented by Jan Giffin, CPPO, CPPB, VCO Sandra Gill, CPPO, CPPB, VCO Procurement Management Account Executives, DGS/DPS

Managing your Agency Data and Setup Agencies need to make sure that the data and setup in eVA stays current Addresses – Billing and Shipping Field Field Data Roles Signer Rules BSO Approvers, $ and Commodity Approvers PR Field Defaults (managed on the BSO)

Managing Agency Data Addresses – Billing and Shipping – Keep all addresses current Update addresses with any changes Delete addresses that are no longer needed * Remember to notify eVA Billing if a “billto” address is added or deleted and your agency does multiple eVA billing.

Managing Agency Data Field – Keep all fields current Label Length Visible Editable Mandatory – Turn off any fields no longer needed and remove associated data.

Managing Agency Data Field Data – Keep all Field Data current Delete field data that is no longer in use (i.e. expired grant) – This is critical if the agency is using signer rule(s) to trigger approval(s). – When adding data, it must be determined if it needs to be added to signer rule data to trigger an approval

Managing Agency Data Roles – Keep all Roles current Remove roles no longer needed from assigned user(s) and delete roles that are no longer in use (i.e. expired grant approver)

Managing Agency Data Signer Rules – Keep all Signer Rule(s) Data Current Delete rule data that is no longer contained in field data. Add rule data when field data that has been added requires approval

Managing Agency Data BSO Dollar Approvers and Commodity Approvers – Keep all BSO approvers current Delete or add commodity approvers as required Delete or add dollar approvers as required Also remember Receiving Approver, DPA Approver, PO Print Approver if used.

Managing Agency Data BSO Field Defaults – Keep all BSO Field Defaults up to date

Managing Agency Approval Flow What Approvals are Used – Expenditure Limit Approver – Dollar Approvers – Commodity Approvers – Signer Rule(s) Approver(s) – Receipt Approvers – PO Print Approvers