Request an Activity Request (AR)

2. On left side
1. Log in as navigation bar, 3. Select AR as 4. Input the amount
choose AR/ATC request type and fill
Operating Unit out the following being requested in
(OU) then click the Activity/ies
information

6. Addt’l amount
within threshold 7. Identify the
5. Click button activity/ies and 8. Click button
Input the amount amount to be
requested in the bumped-off
activity/ies

9. Addt’l amount
exceeds threshold 10. Activity 11. Identify the
converts into an activity/ies and 12. Click button
Input the amount Authority to amount to be
requested in the Conduct (ATC) bumped-off
activity/ies

DEPARTMENT OF EDUCATION
 Review an Activity Request (AR)

2. On left side navigation 3. From the list of request

1. Log in as Reviewing bar, select shown, click AR code to view
Account the details
AR/ATC

5. As Budget Unit,
4. As Progress Monitoring 6.To revert status to
Unit, click
Click the button Submitted, click button

or
To review status “Submitted” To review status
“For Approval”

DEPARTMENT OF EDUCATION
 Request an Authority to Conduct (ATC)
3. Select a specific
2. On left side funding year and 4. Switch tab from
1. Log in as navigation bar, then click Dashboard to
Operating Unit select
(OU) WFP with
Programs/Line Item to view workplan Expenditure
online

5. Click drop down

button under 7. Provide Physical,
Output level where 6. Select and click Obligation, 8. Click button
the additional Disbursement &
activity/ies fall Activity/ies to be
bumped-off

9. On left side
navigation bar, 10. Select ATC as 11. Input the
request type and fill amount being 12. Click button
choose AR/ATC
then click out the following requested in the
information Activity/ies

DEPARTMENT OF EDUCATION
Review an Authority to Conduct (ATC)

2. On left side 3. From the list of

1. Log in as navigation bar, request shown, click
Reviewing Account select ATC code to view
AR/ATC the details

4. As Progress 5. As Budget Unit, 6. As Accounting

Monitoring Unit, click Click the button Unit, Click the button

To review status To review status “For To review status

“Submitted” FO Verification” “For AO Verification”

7. As Approving 8. To revert status to

Authority, click Submitted, click
button

To review status or
“For Approval”

DEPARTMENT OF EDUCATION
 Uploading of Recipients
3. Individual
1.Logged in as 2. Select Activity Encoding
Operating Unit level, click drop
(OU) down button and Select Expense Item, 4. Click button
select click crop down
Go to WFP with button and select
Expenditure

7. Bulk Uploading 8. Select Expense

5. Fill out the Item, click crop
6. Click button Click button
following down button and
information select

10. Fill out the

following
9. Click button information 11. Click button
Recipients
Option: Upload
Recipients

DEPARTMENT OF EDUCATION
Uploading of CSE Master list
2. On left side
navigation bar, click 3. To download the
1. Log in as Supply template for PS and
APP-CSE and Non-PS, click button
Officer (CSE) select
Masterlist of Items

6. Click
5. To upload the
4. Fill out the template for PS and
following Non-PS, click button Then select option
information “New” or
“Additional”

7. Click button

DEPARTMENT OF EDUCATION
 Download Sub-Allotment Release Order
(Next Level Governance)
3. Individual
2. Left side Encoding
1. Log in as Budget navigation bar, click Click button 4. Fill out the
Unit (FO) next level Financial then following
governance select information
and select
Sub-ARO
Add Sub-ARO

5. Click button 8. Bulk Uploading

Click button
6. Fill out the 7. Click button
additional
once Activity information and select
Code is entered Download Sub-ARO
correctly Template

10. Save
9. Fill out the accomplished file 11. Click button
following and then click
information

DEPARTMENT OF EDUCATION
 Accept/Receive downloaded Sub-ARO and
reallocate to Operating Unit

3. Select a specific Sub-ARO

2. On the left side and then click button
1. Log in as Budget Unit navigation bar, click
(FO) Receiver Financial then select
Sub-ARO
(Accept and Assigned OU)

4. Fill out the following 5. Click button

information

DEPARTMENT OF EDUCATION
Financial Accomplishment (ORS Data)

2. On the left side 3. Click button

navigation bar, click
1. Log in as Budget Financial then
Unit (FO) select and choose
ORS Data Download Template

4. BMS to generate 5. Click button

data and fill out the 6. Select Fiscal
following Year, Choose File,
information in and choose and Uploading
template and save Option
file Upload ORS Data

7. Click button

DEPARTMENT OF EDUCATION
Financial Accomplishment (Disbursement)

2. On the left side 3. Click button

1. Log in as navigation bar, click
Accounting Financial then
Unit/Cash (AO) select and choose
Disbursement Download Template

5. Click button
4. BMS to generate
data and fill out the 6. Select Fiscal
following and choose Year, Choose File,
information in and Uploading
template and save Upload
Disbursement
Option
file
Data

7. Click button

DEPARTMENT OF EDUCATION