Target Audience: MPS Employees in an Approver role
Estimated Time to Complete: 45 minutes
Overview
Welcome to the SRM Approver Training Course!
This is the second and final required training for approvers in SRM/WeBuy. Training is required per Board Regulation 3300 C. In this system, you will review and approve orders for goods, increases or changes to purchase orders, and possibly contracts depending on your role. As an approver, you play an important role in ensuring the appropriate use of funds for district purchases in addition to effectively managing your school or department’s budget.
Click on the section titles below to learn more about the course:
+ Course Details
In this course, you will learn what your roles and responsibilities are in regards to approving shopping carts. We will demonstrate how to approve shopping carts through the Supplier Relationship Management (SRM) system. This course is intended for MPS employees in the role of Approver to learn how to approve goods and services from a catalog, free text, or limit shopping cart in WeBuy/SRM.
+ Learning Objectives
- Know when clerks will use various types of shopping carts
- Know how to view shopping cart approval workflow and understand time requirements
- Know where to find resources helpful for reviewing shopping carts
- Know how to approve/reject shopping carts
- Know what tasks clerks need to complete for shopping carts
+ Resources
- MPS Policy 3300 (Purchasing)
- Budget Tie-Out Page on the Staff Intranet
- Delegation of Authority Matrix
- Purchasing Page on the Staff Intranet
+ Contact Information
- For questions related to WeBuy, contact Procurement at (612) 668-5400.
- For technical issues, please submit an eTicket (choose “Finance” category and select “SRM”) or call the MPS IT HelpDesk at (612) 668-0088.
Step 1: Sign in to Google Chrome
To receive credit for the course, you will need to first sign in to Google Chrome. Learn how to sign in to Google Chrome.
If you are not signed in to Google Chrome, you run the risk of your progress not being saved. Therefore, the course may not be marked as complete.
Step 2: Launch the Training Course
Troubleshooting
If you continue to experience technical issues, submit an eTicket or call the HelpDesk at (612) 668-0088.