BDM Purchasing Pilot

Project Goals and Objectives

• Implement Banner Document Management(BDM) for all ETS purchasing activities
• Automate ETS department purchase requisition process
• Complete ETS pilot using BDM for all purchase requisitions by fall quarter 2014

User Training Materials

• BDM - Indexing Batches in Web Access
• QuickScan Pro (QSP) Batch Cleanup Tools
• New User QSP Profile
• New Password in QSP Profile
• Retrieving Documents Guide
• Viewing Documents User Guide
• Annotation User Guide
• Current Workflow Interviews
• Manual Workflow

Technical Documents (for internal use)

• Banner Finance Purchasing/AP: B-F-DOCS
• Banner Finance Commons: B-F-ID

Project Team Organization

• Implementation Team
• Steering Committee

Key Milestones

• BDM Project Progress/Implementation Milestones

Project Meeting Information