1. How to create a requisition and obtain approvals in ISIS

2. CCS Procurement Workflow
School Treasurer or Administrative Assistant
Level #1 Approval
Creates requisitions in ISIS
Notifies supervisor of requisitions needing 2nd approval
Tracks Purchase Order
Principal or Director
Level #2 Approval
2nd approver of requisitions in ISIS
Verifies that information on requisition is correct, complete, and funds are available
Purchasing Agent
Level #5 Approval
Converts requisition into a Purchase Order
Sends Purchase Order to vendor
Finance Director
Level #4 Approval
4th approver of requisitions in ISIS
3rd verification that requisition is complete, correct, and funds are available
Notifies Purchasing agent that requisition can now be turned into a Purchase Order
Program Director
Level #3 Approval
3rd approver of requisitions in ISIS
Optional Level based on specific programs (i.e. Title I)
Ensure requisition meets program standards

3. Instructions for creating and initial approval of requisitions

4. Step 1: Choose Fund Management, enter your username & password, and click Sign In.

5. Step 2: Click on the Purchasing Menu.

6. Step 3: Click on New Requisition.

7. Step 4: Click on the down arrow box and select the vendor or use the Search feature to find the vendor by name.
The Location and Order Address should populate if there is only 1 location; otherwise you must select a location by clicking on the down arrow.

8. Step 5: Click on the down arrow box and select the location
Step 5: Click on the down arrow box and select the location. Depending on your access rights, it may be already populated.

9. Step 6: Type any additional information you wish to see in this area
Step 6: Type any additional information you wish to see in this area. (This step is optional.)

10. Step 7: Click Next.

11. Step 8: Complete the highlighted section below with all known information. The Tax box will automatically populate depending on whether Good or Service is chosen
Click the Add button below and repeat Step 8 for additional line items.

12. Step 9: Click “Next” when finished adding all line items.

13. Step 10: Review information then click “Approve”.

14. Step 11: Click “Ok”.

15. Step 12: Click “Save”, then “Close”.

16. The Requisition screen closes and it is time to notify the supervisor that a requisition needs their approval.
Requisitions will not be approved by the Finance Director until the supervisor has approved them!!!

17. Instructions for approving requisitions by the supervisor

18. Step 1: Choose Fund Management, enter your username & password, and click Sign In.

19. Step 2: Click on the Purchasing Menu.

20. Step 3: Click on Manage Requisitions.

21. Step 4: Click on the “Refresh” button.

22. Step 5: Click the box(es) of the requisition(s) needing supervisor approval.

23. Step 6: Click “Approve”.

24. Step 7: Click “Yes”.

25. Step 8: Click “Ok”.

26. Step 9: Click “Close”.

27. The Requisition screen closes and the school or department approval process is complete.
If the requisitions need urgent processing then please the Finance Director!!!