1. Update Series IV July, 2005

2. Implementation update EPIC was placed in production on June 16 th To date 16 orders have been placed –2 Southeast –4 South Bend –3 Northwest –5 Bloomington –1 East –1 IUPUI Targeting Invitrogen as second vendor, plan to bring them up in the next couple of weeks First payment went out this morning (July 13) via ACH

3. Rozzie/Steve will set up Your routing requirements In FIS and workflow and notify Purchasing when set up complete Determine if you should participate in the EPIC pilot Contact Rozzie/Steve for Your workflow setup spreadsheet Complete your workflow Setup spreadsheet Review workflow setup with Rozzie/Steve Contact Jennifer in purchasing to alert her that You intend to pilot Purchasing will add your Users to the ads group and Notify you that you are set to begin Begin Creating Requisitions in EPIC Department Rozzie/Steve Purchasing EPIC Departmental Pilot Checklist

4. Fiscal OfficerALLREQSPREQCREQ RC ORG I Content routing workgroup ID's setup in Workflow Account 1 Fiscal Officer Delegate setup in FIS Sub Account 1.a Sub Account Routing workgroup ID's setup in workflow Sub Account 1.b Sub Account 1.c Sub Account 1.d Sub Account 1.e Routing Worksheet

5. EPIC Departmental Pilot Checklist The following check list should be used by departments in preparation for piloting EPIC 1) Determine if it is appropriate for your department to participate in the EPIC pilot implementation –Does your department do business with any of the following vendors: Canon IV Invitrogen Bell Tech.logix Science Pack vendors VWR Fisher Scientific LaserTech CDW 2) Contact Rozzie Gerstman (for BA and BL accounts) or Steve Keucher (for UA accounts) for your workflow setup spreadsheet. 3) Contact Jennifer Foutty on EPIC purchasing team to notify her that you intend to begin piloting soon.

6. EPIC Departmental Pilot Checklist 4) Complete the workflow setup spreadsheet for your department –Org level – content routing resides here – identify the members of the workgroup that will assign accounts and object codes to requisitions –Account level – Fiscal officer routing resides here – identify your delegates for REQS and PREQ documents. Also verify that active users and delegates are correct for your accounts. –Sub account level – Sub Account routing resides here – identify the members of the workgroup(s) for subaccount approvals for the REQS and PREQ. –Considerations: Content and sub account routing (org level and sub account level) will be used primarily for larger departments Workgroups rather than individuals are recommended for content and sub account routing Individuals are required for delegates in fiscal officer routing

7. 5) Review your completed spreadsheet with Rozzie or Steve. 6) Rozzie/Steve will set up your routing requirements in workflow and FIS and notify purchasing once your area is set up and ready to go 8) Purchasing will add your users to the ads group enabling you to begin piloting and notify you that you are set to begin creating requisitions in EPIC. EPIC Departmental Pilot Checklist

8. 1.Internet Explorer (IE) only 2.Windows only 3.OnBase Active X components installed –One must have administrator rights to install active x components –Installation – Downloading/running MSI file from http://www.indiana.edu/~onbase/support.html http://www.indiana.edu/~onbase/support.html 4.After installation, administrator rights are removed from your computer. 5.Adding https://onbase.iu.edu as a trusted sitehttps://onbase.iu.edu Viewing OnBase Images