User Guide How to Place an Order Date.

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Presentation transcript:

User Guide How to Place an Order Date

tickets@mydesk Access to the system Use the button to access tickets@mydesk

tickets@mydesk Access to the system Login using your KerberosID and password

tickets@mydesk Welcome: Searching for Tickets Select Search to look for available tickets

tickets@mydesk Search: Initial Results Search results will display GS owned tickets in your region

tickets@mydesk Search: Keyword search to find more options Use the Keyword search to look for additional options

tickets@mydesk Selection: Viewing available tickets Select View to see ticket details

tickets@mydesk Request: When to Place an Order Orders may be placed when: GS inventory tickets are listed as “Available” These first come first served tickets are open for all users to request Manager approval is required.** GS inventory tickets are listed as “Taking Requests” These tickets are open to all users to request via the wait list function Manager approval is required first.** The Wait List Approver will review all approved requests and determine who will receive the tickets. GS inventory tickets have been “Allocated” directly to you These tickets are given to a specific user based on special circumstances. ** Reference the “Business Approval Process” document for cost thresholds.

tickets@mydesk Request: Placing an Order – Selecting Tickets 1. Select the Quantity of tickets you wish to request. 2. Select Add to place the tickets in your shopping cart

tickets@mydesk Request: Placing an Order – Reviewing Selection Confirm the event and select Next to continue to the creation of your guest list.

tickets@mydesk Request: Placing an Order – Creating Guest List: Overview 1 2 3 4 Select Usage Category Select type of guest: Contact (Client); Associate ; Add Myself (when you are attending) Search for guest by entering first name and last name into the blank field box, select name from displayed list (You may create a new contact by using New) Once correct guest is selected, use the Add to Guest list button

tickets@mydesk Request: Placing an Order – Creating Guest List: 1 tickets@mydesk Request: Placing an Order – Creating Guest List: 1. Select Usage Category Select Usage Category Select type of guest Search for guest by entering name and selecting Find. (You may create a new contact by using Add New Contact.) Once correct guest is selected, use the Add to Guest list button If entertaining Clients or Prospects, select the Client Entertainment category that matches your division With an appropriate business justification, some tickets may be available for Recruiting.

tickets@mydesk Request: Placing an Order – Creating Guest List: 2 tickets@mydesk Request: Placing an Order – Creating Guest List: 2. Select type of guest Select Usage Category Select type of guest Search for guest by entering name and selecting Find. (You may create a new contact by using Add New Contact.) Once correct guest is selected, use the Add to Guest list button Contacts = Clients or Prospects Searches the names you have created under Contacts Associates = GS employees Searches the GS Directory for the Americas System Profiles = Generic guest types Most usage categories require specific names, so this should not be used frequently Add Myself = When you will be in attendance, select this option

tickets@mydesk Request: Placing an Order – Creating Guest List: 3 tickets@mydesk Request: Placing an Order – Creating Guest List: 3. Search for Contact Select Usage Category Select type of guest Search for guest by entering first name and last name into the blank field box, select name from displayed list (You may create a new contact by using New) Once correct guest is selected, use the Add to Guest list button Search for client contacts you have already created or for other GS attendees Select the name that is returned Use the Add To Guest list button to assign a ticket to the individual

tickets@mydesk Request: Placing an Order – Creating Guest List: 3 tickets@mydesk Request: Placing an Order – Creating Guest List: 3. Add New Contact Select Usage Category Select type of guest Search for guest by entering first name and last name into the blank field box, select name from displayed list (You may create a new contact by using New) Once correct guest is selected, use the Add to Guest list button Entertainment Policy Reminder: You (or another Goldman Sachs employee) and the Recipient both must attend the entertainment event. If no one from the firm attends the event with the Recipient, the cost of the event will be considered a gift and will fall under the limitations and restrictions applying to gifts. You may not offer any entertainment, no matter how nominal, to any Restricted Recipient unless it is specifically approved in advance by both your division’s Designated Business Approver and a Designated Compliance Approver. If you have not created a contact for your client or prospect, use New button Fill out the form as required and Save Client contacts you create will remain associated with your account and can be modified

tickets@mydesk Request: Placing an Order – Creating Guest List: Completing Details Complete Business Justification Avoid including non-public information Enter Project Code if applicable Complete Pre-Approved Compliance Officer question as appropriate See Policy Reminder below Select Next to continue Entertainment Policy Reminder: You may not offer any entertainment, no matter how nominal, to any Restricted Recipient unless it is specifically approved in advance by both your division’s Designated Business Approver and a Designated Compliance Approver.

tickets@mydesk Request: Placing an Order – Creating Shipments 2 1 3 4 Select All to ship all tickets to one address or to create multiple shipments, select guest(s) Select Shipping Method. Please note that if a PDF symbol of: is displayed next to your tickets they are available in digital format. Digital tickets can only be sent via email and therefore no other alternative shipping methods will be available to you. You can select which email address you want the tickets shipped to by following step 3. Select Shipping Address from list or add a New Address (If shipping via email, you can enter a new email address) Select Create Shipment

tickets@mydesk Request: Placing an Order – Reviewing Shipments Verify Shipments created and then select Next to continue.

tickets@mydesk Request: Placing an Order – Reviewing Order Details

tickets@mydesk Request: Placing an Order – Reviewing Order Details Review and Confirm Order Details, then select Submit.

tickets@mydesk Approvals: Review Status Once an order is submitted, use the View Approval History function to review approvers and status

tickets@mydesk Orders and Approvals: Sample Tickets at My Desk Emails

tickets@mydesk Orders and Approvals: Sample Tickets at My Desk Emails

tickets@mydesk My Orders: Access your events Use the My Orders tab to review Orders Needing Attention Incomplete Orders Completed Orders To access details, use the corresponding View link.