Step-by-step instructions for reassigning a PTA request transaction.

  • You can reassign the PTA request before the transaction is completed. You may review the request but you will not be able to edit the transaction if you are not the initiator or if the transaction has been submitted.
  • PTA requests can be reassigned to other users or approvers as long as they have the organization (org) authority on that transaction. 
  1. Go to ofweb.stanford.edu
  2. Enter SUNet ID and Password
  3. Select SU PTA Manager User

Please maximize your browser window from this step on as some buttons are located at the right of the screen.

From Dashboard
  1. On Accounts Requiring Your Action tab, select Reassign next to the transaction you want to reassign
  2. Enter the name (last name, first name)
  3. Enter reason(s) for reassignment in Comments box
  4. Select Reassign
In the Transaction
  1. Select the Transaction ID number
  2. Select Reassign under Action from the top-right menu
  3. Enter the name (last name, first name)
  4. Enter reason(s) for reassignment in Comments box
  5. Select Reassign
From Search
  1. Select Transaction Search from top-left menu
  2. Enter search criteria
    The wildcard feature allows you to type "%" in place of characters you are unsure about. This provides you with possible selections.
  3. Select Search
  4. Select Reassign link next to transaction you want to reassign
  5. Enter the name (last name, first name)
  6. Enter reason(s) for redesignation in Comments box
  7. Select Reassign
What Happens Next?
  • After the request is reassigned, the transaction will disappear from the Accounts Requiring Your Action tab and show in your Action Setup: In Progress tab.
  • To make changes to a completed PTA setup, refer to How-to instructions for updating PTA Attributes.

Questions?

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