Step-by-step instructions for reviewing and acting on non-sponsored PTA close requests. Potential actions include approving or returning to the initiator.
Review and Act on Non-Sponsored PTA Close Requests
Before You Start
- Review the email notification requesting your review.
- Record the Transaction ID number.
- Go to ofweb.stanford.edu
- Enter SUNet ID and Password
- 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.
- Select Requiring Your Action
- Select Close PTA tab
- Select Action Item column heading to sort the transactions by action item
- Select a Transaction ID number for a transaction with Action Item labeled Close Segment - Department Review
Transactions are routed to approvers after all transaction errors have been resolved by the initiator. Therefore, there is no need for approvers to review the Check for Errors tab.
- Review Close PTA Segment details
- For Award close requests, review the Award Number and all related Project and Task Numbers reporting to the award that are included in the close request.
- For Project close requests, review the Project and all related Task Numbers that are included in the close request.
- For Task close requests, review all Project-Task Numbers that are included in the close request
As needed, you have the option of downloading project and task details for further review.
- Select Approval tab
- Review Approval Routing Report for all assigned approvers, approval status, and comments
Approve
- In the My Approval section, select the checkbox next to I approve the PTA Close Request
- Enter Instructions or Comments from Approver (optional) field
- Click Approve Close
The request is routed to the next approver in the approval setup or to Fund Accounting if you are the last approver in the approval routing.
Return to Initiator
- Enter reasons for returning the request in the Instructions or Comments from Approver (optional) field
- Select Return to Initiator
The request is returned to the PTA Manager user who submitted the request.
What Happens Next?
- Review other Close PTA requests assigned to you which are included in Requiring Your Action.
