Job Aid. Entering Payment Information - Test Center Supervisor. Step Action 1. Begin signed into ACT's Supplier Registration and Payment System.

Transcription

1 Entering Payment Information - Test Center Supervisor 1. Begin signed into ACT's Supplier Registration and Payment System. Click the Enter Test Date Payments button. Date Created: 1/25/2012 9:46:00 AM Page 1

2 2. The system will display the list of test dates assigned to you. Click the Create link to create payment details for a selected test date Page 2 Date Created: 1/25/2012 9:46:00 AM

3 3. Use the Test Date Payment Details page to: View the number of examinees assigned Indicate the number of number of examinees tested Specify the number of rooms used Identify the test center staff to be paid Identify the institution to be paid for the selected test date 4. Ahead of the Test Date Selecting and saving the names of test center staff prior to the test date provides an opportunity to verify that test staff have created accounts and registered as suppliers in the system. Contact those who have not registered before the test date to avoid delays on the day of testing. 5. Enter the expected examinee count into the Number of examinees tested field.. You may update this before submitting your final request for payment. 6. Enter the planned room count into the Number of rooms used field. 7. Individuals must have an Supplier Registration and Payment System (SRPS) account, and be registered with a test Center Worker supplier type to be paid. Date Created: 1/25/2012 9:46:00 AM Page 3

4 8. Identify the individuals you plan to pay. Click the Search Name button. 9. You may search using an individuals name, address, city, state or a combination of these values. 10. Enter the name of the first party you wish to pay into the Name field. 11. Click the Search button. Page 4 Date Created: 1/25/2012 9:46:00 AM

5 12. View the results. When you find multiple records, use the address, phone and street address to help identify the party you wish to pay. The unique address is useful to distinguish between people with the same name. Click the Select radiobutton for the person you wish to pay. 13. Click the Select button. Date Created: 1/25/2012 9:46:00 AM Page 5

6 14. You have created your first payment record. 15. Click the Expense Type list box to select the type of work being paid. Page 6 Date Created: 1/25/2012 9:46:00 AM

7 16. Click to select the party's Work Type. 17. Add all the staff you have planned for this test event. Click the Add a Row button to add another test center worker. 18. Click the Search Name button. 19. Enter the name of the second party to be paid into the Name field. 20. Click the Search button. 21. Click the radio button associated with the desired Supplier Name Click the Select button. 23. Click the Expense Type list box. Date Created: 1/25/2012 9:46:00 AM Page 7

8 24. Click the appropriate Type of Work list item. 25. Click the Add a Row button. 26. Add a record for yourself. Click the Search button. 27. Because you know your user ID/ address for the SRPS system, use it to find and insert a record for yourself. Click in the field. 28. Enter your account address into the field. Use all capital letters. 29. Click the Search button. Page 8 Date Created: 1/25/2012 9:46:00 AM

9 30. Click the radiobutton beside your Supplier Name. 31. Click the Select button. 32. Click the Expense Type list box. 33. Click the appropriate Work Type list item. 34. Click the Save button. 35. The system has saved your Pay Individuals entries. You must save the individuals' payment records before entering Pay an Institution. You may return and revise these values up to the time you submit a final payment request for this test date. Once you have submitted payments for a test event you may not make changes. Date Created: 1/25/2012 9:46:00 AM Page 9

10 36. Pay an Institution There is another method for finding a person or an institution. You may enter a keyword or fragment of a person's or institution's name with a % wildcard. The process to find an institution to pay demonstrates this option. 37. This example demonstrates the process to search for the University of Iowa. Enter the keywords with wildcards into the Approve field. Enter a valid value e.g. "uni%iowa%". 38. Press [Tab] to trigger the search. Page 10 Date Created: 1/25/2012 9:46:00 AM

11 39. View the search results. Click the UNIVERSITY OF IOWA option. 40. Click the Select button. 41. Click the Expense Type list box. Date Created: 1/25/2012 9:46:00 AM Page 11

12 42. Click the Rental list item. 43. Enter the rental amount into the Amount field. Page 12 Date Created: 1/25/2012 9:46:00 AM

13 44. Click the Save button. 45. You have entered and saved the preliminary payment information for this test event. You may return to this record to make change before or after the test date. Do not submit your payment record until after the test date and you have reviewed and finalized your payments. 46. Click the Logout link to exit Date Created: 1/25/2012 9:46:00 AM Page 13

14 47. End of Procedure. Page 14 Date Created: 1/25/2012 9:46:00 AM