1. Viral Vector Core Administrative Options Cincinnati Children’s Research Foundation help-cores@bmi.cchmc.org

2. How do I use the system? Log in to CORES Billing Select your role Assign lab members to a particular budget number Issue budget number corrections Dispute invoices Pull reports CORES Billing: User Training

3. How do I use the system? Log in to CORES Billing Select your role Assign lab members to a particular budget number Issue budget number corrections Dispute invoices Pull reports CORES Billing: User Training

4. Logging in to CORES Billing Log in to CORES Billing using your CCHMC, UC or external* credentials: https://cores-cchmc.mis.vanderbilt.edu  External users: *log-in credentials will be emailed to you when your account is created.  If you need to request an account or have trouble logging in, please contact help-cores@bmi.cchmc.org CORES Billing: User Training

5. CCHMC & External (non-UC) users enter credentials here UC users click here

6. How do I use the system? Log in to CORES Billing Select your role Assign lab members to a particular budget number Issue budget number corrections Dispute invoices Pull reports CORES Billing: User Training

7. Selecting your role Proxy to the PI Lab member: Technician Grad student Postdoc CORES Billing: User Training PI

8. If you need to:Choose the following CORES Billing role: Place an order or reservation from a Shared Facility Principal Investigator, Lab Manager/Assistant, Resource User Monitor order statusPrincipal Investigator, Lab Manager/Assistant, Resource User Grant a “Resource User” (lab member) access to a specific budget number Principal Investigator, Lab Manager/Assistant Budget number correctionsPrincipal Investigator, Lab Manager/Assistant, Business Director Approve/dispute invoiced chargesPrincipal Investigator, Lab Manager/Assistant, Business Director Pull reports on all Shared Facility usagePrincipal Investigator, Lab Manager/Assistant, Business Director Ask a question, or address other issuesPlease contact help-cores@bmi.cchmc.org What role do I choose? CORES Billing: User Training

9. Log in to CORES Billing CORES Billing: User Training

10. How do I use the system? Log in to CORES Billing Select your role Assign lab members to a particular budget number Issue budget number corrections Dispute invoices Pull reports CORES Billing: User Training

11. Maintenance Menu: Resource User CORES Billing: User Training

12. See current budget number assignments CORES Billing: User Training

13. Select/Deselect All or set individually CORES Billing: User Training

14. Customize budget number access for each lab member CORES Billing: User Training

15. This can be updated and/or monitored by: –Principal Investigator –Lab Manager/Assistant (proxy role) –Business Director of your Division (LMA role) –Research Administration (help-cores@bmi.cchmc.org) Investigators: if members of your lab use the RFCC, CIC or VVC, please check this in January. –Or send a list to help-cores@bmi.cchmc.org CORES Billing: User Training Assigning budget numbers to your lab members

16. How do I use the system? Log in to CORES Billing Select your role Assign lab members to a particular budget number Issue budget number corrections Dispute invoices Pull reports CORES Billing: User Training

17. Entry: Budget Number Correction CORES Billing: User Training

18. Entry: Budget Number Correction CORES Billing: User Training

19. How do I use the system? Log in to CORES Billing Select your role Assign lab members to a particular budget number Issue budget number corrections Dispute invoices Pull reports CORES Billing: User Training

20. How to Dispute Invoices CCHMC customers can dispute directly in CORES (see following slides). External customers: to dispute an order, please contact help-cores@bmi.cchmc.org CORES Billing: User Training

21. How to Dispute Invoices CCHMC customers can dispute directly in CORES (see following slides). External customers: to dispute an order, please contact help-cores@bmi.cchmc.org CORES Billing: User Training

22. Invoice Menu: Approve/Dispute Invoices – CCHMC only

23. CORES Billing: User Training Invoice Menu: Approve/Dispute Invoices – CCHMC only

24. CORES Billing: User Training

25. How do I use the system? Log in to CORES Billing Select your role Assign lab members to a particular budget number Issue budget number corrections Dispute invoices Pull reports CORES Billing: User Training

26. Reporting Features CORES Billing: User Training

27. Reporting: Invoice Report CORES Billing: User Training

28. Reporting: Active Budget Numbers CORES Billing: User Training

29. Reporting: Budget Number Summary CORES Billing: User Training

30. Reporting: Usage Report -Order Number -Shared Facility -Budget Number -P30 Center CORES Billing: User Training

31. Reporting: Query Function CORES Billing: User Training

33. Options available to you in CORES Billing: Log in to CORES Billing Select your role Investigators: assign lab members to a particular budget number Issue budget number corrections Dispute invoices Pull reports CORES Billing: User Training

34. We are here to help! Please contact us at: help-cores@bmi.cchmc.org Find more information on Centerlink (CCHMC only) at: http://centerlink.cchmc.org/content1/110696/ CORES Billing: User Training