Electronic Office Quick Guide Version 1.0 July 2023 FAMIS Services The Texas A&M University System ? 2023 The Texas A&M University System – All Rights Reserved Quick Reference Departmental Office Setup Office Level Create Office Screen 940 Type in: Name for the Office Description, Manager UIN, Delegates UIN, Default Signer UIN Add Units Screen 941 Type in: Dept and SubDept Office Name Executive Office Name (if required) Department Level Create View Add Units Screen 920 Type in: Office Name and Name for the View Function – Add (A), Update (U), Delete (D) Description, Dept and SubDept Creator Desk Add People Screen 924 Type in: Office Name, View Name and Form Description Function – Add (A), Update (U), Delete (D) UIN Approver Desks Add People Screen 922 (opt) Type in: Office Name, View Name and Desk Description Function – Add (A), Update (U), Delete (D) Type – blank or Substitute (S) UIN Signer Desk Add People Screen 923 Type in: Office Name, View Name and Form Description Function – Add (A), Update (U), Delete (D) Type – blank or Substitute (S) UIN Update Path Create New Paths Screen 921 Type in: Office Name Description Function – Add (A), Update (U), Delete (D) Form, Dept/SubDept Category, Desk(s) Quick Reference Executive Office Setup Office Level Create Office Screen 940 Type in: Name for the Office Description, Manager UIN, Delegates UIN, Default Signer UIN Executive Level Create View Add Units Screen 940 Type in: Office Name “Y” next to Executive View “EXEC” under View Name Add View to Units Screen 941 Type in: Dept and SubDept Office Name Executive Office Name Executive Desks Add People Screen 922 Type in: Office Name, View Name and Desk Description Function – Add (A), Update (U), Delete (D) Type – blank or Substitute (S) UIN Executive Paths Add Desks Screen 925 Type in: Office Name Description Function – Add (A), Update (U), Delete (D) Form, Dept/SubDept Category, Desk(s) Quick Reference Processing Office Setup Office Level Create Office Screen 940 Type in: Name for the Office Description, Manager UIN, Delegates UIN, Default Signer UIN Processing Level Create View Screen 940 Type in: Office Name “Y” next to Processing View Dept code or repeat Office Name under View Name Processing Desks Add People Screen 922 Type in: Office Name, View Name and Desk Description Function – Add (A), Update (U), Delete (D) Type – blank of Substitute (S) UIN Create New Paths Screen 926 Type in: Office Name Description Function – Add (A), Update (U), Delete (D) Form, Path Category, Desk(s) Quick Reference Departmental Office Delete Departmental Level Delete Desks Screen 921 Delete all desks on all paths except the default path by entering “U” in Function, and space out the desk name. Delete Paths Screen 921 Delete all paths except the default path by entering “D” in the Function. Delete Creator Desk Screen 924 Delete all Creator Desks for all Forms except the default Form (blank) by entering “Y” in Delete Desk field. Delete Approver Desks Screen 922 Delete all Approver Desks for that Office by entering “Y” in Delete Desk field. Delete Signer Desk Screen 923 Delete all signer Desks for all Forms except the default (blank) by entering “Y” in Delete Desk field. Delete Units in View(s) Screen 920 Delete all Dept/SubDept from the View(s) by entering “D” in the Function field. Delete the View(s) Screen 928 Delete the View(s) by keying in the View name. Screens 936 and 937 should have nothing to display. Delete Exec Level from Unit Screen 941 Delete the Exec Level from Unit(s) by spacing out the Exec Office name. Delete Office from Unit Screen 941 Delete the Office from Unit(s) by spacing out the Office name. Screen 935 should have nothing to display. Office Level Delete the Office Screen 944 Delete the Office by entering “Y” to Delete. Quick Reference Executive Office Delete Executive Level Delete Desks Screen 925 Delete all desks on all paths except the default path by entering “U” in Function, and space out the desk name. Delete Paths Screen 925 Delete all paths except the default path by entering “D” in the Function. Delete Approver Desks Screen 922 Delete all Approver Desks for that Office by entering “Y” in Delete Desk field. Screen 937 should have nothing to display Delete Exec Level from Unit Screen 941 Delete the Exec Level from Unit(s) by spacing out the Exec Office name. Units are listed on Screen 935. Office Level Remove View from Office Screen 945 Submit CE to FAMIS Services requesting View be removed. Delete the Office Screen 944 Delete the Office by entering “Y” to Delete. Quick Reference Processing Office Delete Processing Level Delete Desks Screen 926 Delete all desks on all paths except the default path by entering “U” in Function, and space out the desk name Delete Paths Screen 926 Delete all paths except the default path by entering “D” in the Function Delete Approver Desks Screen 922 Delete all Approver Desks for that Office by entering “Y” in Delete Desk field. Screen 937 should have nothing to display Office Level Remove View from Office Screen 945 Submit CE to FAMIS Services requesting View be removed Delete the Office Screen 944 Delete the Office by entering “Y” to Delete K:\FA\DOC\WRKNPRCS\ROUTING\Electronic Office Quick Guide Current.docx Last Revised: 7/18/2023 10:37 AM Electronic Office Quick Guide Page 2