District Admin Instructions to set up

 Purchasing Approval Level, Email Notifications, Electronic Signature

 

There are one-time setup actions required to be performed by the District Administrator in order to activate Email Notifications, Electronic Signature and the Purchasing Approval level.  

 

Purchasing Approval Level and User

  • Navigate to the Admin > District > Check/PO Settings screen.   Check the box “Require Purchasing Approval” to activate a second level of PO approval, then click the Save button. 

 

 

 

  • Navigate to the Admin > Users screen to designate the Purchasing users.   Select the appropriate user from the grid.  Change the user type to “Purchasing”. 

 

 

  •  A list of all schools will display to the right.  Put a check mark beside the schools the Purchasing user will have access to.  (If no schools are initially selected, checked, the Purchasing user will have access to all schools in the district.)  Click the Update button to save these changes.   

     

 

Email Notifications 

  • Navigate to the Admin > District > Other Settings screen.  Check the box “Enable Email Notifications", then click the Save button to turn on email notifications.

     

 

 

Electronic Signature 

  • Navigate to the Admin > Signature Settings screen.  Slide the button to the “ON” position to activate electronic signatures for Purchase Orders.  

 

 

  • The Report Signature line labels can be edited, if desired.  Each label can be up to 25 characters long. 

 

  • Select the appropriate user level for each signature line from the drop down box.  After making all changes, click the Save button.