Approving Transactions - Supervisor

Steps

• Navigate to pcard.obm.ohio.gov
  
  

1. Log in using State of Ohio (OAKS) user ID and password.
• The Main Menu displays.
  
  
  
• Options in the Main Menu will differ depending on the user role(s).
2. Click on Transactions.

   

    

• The transaction list displays.
  
  
  
• This list contains transactions to review/approve.
• A Cardholder that is also a Supervisor or Approver will see their own transactions as well as transaction that they need to approve.
3. Select a transaction to review/approve.
4. Click on each one of the attachments to review what the cardholder attached.

   

    

5. Click on View Comments to review any comments for the transaction.

   

    

6. If you have Supplier Information to enter, click here.
• Supervisors may not have access to this functionality.
7. To enter PO Information, click here.
• Supervisors may not have access to this functionality.
• ChartField coding is always optional for all users except the agency’s Final Approver, unless the agency process requires that other roles enter ChartField coding.
8. To enter Contract Information, click here.
• Supervisors may not have access to this functionality.
9. To edit MBE/ChartFields click Edit Line/Distribution.

   

    

1. Update the MBE and ChartFields.

   

   

    

• MBE may be locked based on Supplier/Contract information entered.
• If a purchase order was used for the transaction the ChartFields associated to the PO are locked.
• Supervisors may not have access to this functionality.
10. Click Approve, Update, or Hold Transaction.

    

1. Clicking Approve sends the transaction to the next approver’s list for review and approval.
2. Clicking Update sends the transaction back to the supervisor’s transaction list
• This option should be used when the supervisor is not ready to send the transaction to the next approver.
3. Clicking Send Back requires the user to enter a comment and select who to send the transaction back to for re-work.