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Comprehensive Guide to PCard Approval Process at Palm Beach State College

This guide provides an overview of the PCard (Purchasing Card) approval process within Palm Beach State College's Employee Web. It explains how to access and manage current and future transactions, locate the approval buttons, and utilize various options to check the status of items. Learn how approvers can approve or reject transactions efficiently and understand the importance of viewing item details. This essential resource ensures you navigate the PCard system effectively, keeping track of your approvals and pending requests.

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Comprehensive Guide to PCard Approval Process at Palm Beach State College

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  1. Basic Web Approvals PCards Department Requests https://www.palmbeachstate.edu/employeeweb/

  2. Logon to Employee Web

  3. Home Screen Options

  4. Note Items Appear Only When Items are in a Queue Current and future designations and hyperlink to access queue

  5. Prior to any listing – One must ‘pull’ up the type of document – and for Whom…Or Select ALL An approver may have an ‘alias’ to approve for someone else (either routine or temporary)

  6. Sample of Current and Future PCard Transactions One may only approve current transactions. Future transactions are not yet in your queue.

  7. Some Details of a Typical PCard Item (Top Portion of Screen)

  8. Scroll Down-Bottom Portion of Screen Has MoreDetails – Along with the: Approve or Reject Buttons Buttons also appear on summary listing when items are “approve-able” or “reject-able”

  9. Once Approved – The Items are no longer in the queue / list Notice the buttons on future Items are “gray-ed” out (you cannot click) – They are view-able but not yet in your queue.

  10. Other Information Available for you. Check Status of Items – far right button to see where something ‘is’. Only the Approve or Reject Buttons/Actions will update the requests. Viewing status, details, and many other options are always available and wont change the items.

  11. Other Information Available for you. Check Status of Items – far right button to see where something ‘is’. Only the Approve or Reject Buttons/Actions will update the requests. Viewing status, details, and many other options are always available and wont change the items. See Details, See Where it “is” and Where it’s “going”.

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