eVA Time Out – Is Your Workflow Working for You?

Presented by:Maureen DanielsJan Giffin

Managing Your Agency Data and Setup

• Agencies need to make sure that the data and setup in eVA stays current– Addresses – Billing and Shipping– Field– Field Data– Roles– Signer Rules– BSO Approvers, $ and Commodity Approvers– PR Field Defaults (managed on the BSO)

Managing Agency Data

• Addresses – Billing and Shipping– Keep all addresses current• Update addresses with any changes• Delete addresses that are no longer needed

* Remember to notify eVA Billing if a “billto” address is added or deleted and your agency does multiple eVA billing

Managing Agency Data

• FIELD– Keep all fields current• Label• Length• Visible• Editable• Mandatory

– Turn off any fields no longer needed and remove associated data

Managing Agency Data

• FIELD DATA– Keep all Field Data current• Delete field data that is no longer in use (i.e.

expired grants)– This is critical if the agency is using signer

rule(s) to trigger approval(s)–When adding data, it must be determined if

it needs to be added to signer rule data to trigger an approval

Managing Agency Data

• ROLES– Keep all Roles current• Remove roles no longer needed from assigned

user(s) and delete roles that are no longer in use (i.e. expired grant approvers)

Managing Agency Data

• SIGNER RULES– Keep all Signer Rule(s) Data current• Delete rule data that is no longer contained in

field data• Add rule data when field data that has been

added requires approval

Managing Agency Data

• BSO Dollar Approvers and Commodity Approvers– Keep all BSO approvers current• Delete or add commodity approvers as

required• Delete or add dollar approvers as required

• Also remember Receiving Approver, DPA Approver, PO Print Approver if used

Managing Agency Data

• BSO Field Defaults– Keep all BSO Field Defaults current

Managing Agency Approval Flow

• What Approvals are Used– Expenditure Limit Approver– Dollar Approvers– Commodity Approvers– Signer Rule(s) Approvers– Receipt Approvers– PO Print Approvers