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Office of Management & Finance

Office of the Chief Administrative Officer

Phone: 503-823-5288

1120 SW 5th Ave, Room 1250, Portland, OR 97204

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P&F Video Instructions

Below are video instructions showing Initiators and Approvers the various ways that an electronic form should be filled out.  

The first video "P&F:  What You Should Know About All Forms" contains several sections of information:  Portal Page, Prerequisites (What You Should Know Before Starting a Form), the Landing Page, Swim Lanes, & Favorites, Social Security Number Check, OM/PA Workflows, Attachments, Top-to-Bottom Process, Drop-Down and Match-Code Box Menus, and Form Messages.

The OM Casual Fill and PA New Hire instructions show how to approach filling in an OM and a PA form.  The process is the same for the different actions.

The Bureau Approvers instruction covers the basics of what Approvers should know:  workflow, what the initiators should be doing on the forms, and how to make comments and route the form forward to Business Partners for review or back to the Initiator for corrections/editing.

P&F:  What You Should Know About All Forms (18:27)

OM Casual Fill [ OM-PA Initiators ] (11:24)

PA New Hire [ OM-PA Initiators ] (12:16)

Bureau Approvers:  Reviewing OM or PA Forms (8:15)

Designating Substitute Approvers [ Bureau and Business Partner Approvers ] (3:41)


 P&F:  What You Should Know About All Forms

 

OM Casual Fill [ OM-PA Initiators ]

 

PA New Hire [ OM-PA Initiators ]

 

Bureau Approvers:  Reviewing OM or PA Forms

 

Designating Substitute Approvers [ Bureau and Business Partner Approvers ]