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The BOSS form can be found in the Department Workspace on the FASS website. Bookmark the form for easy access. This form will get you to all areas of Business Operations!

Requester Step-by-step guide

1. Access your department's BOSS form on the FASS website: https://fass.uoregon.edu/submit-request 

   1. Find your department workplace and bookmark the page.

2. Fill out the form
3. Travel Request - If you need help with a travel request, click on the Travel Request Form link. You will be redirected to the Travel Request form to fill out.
4. Contract Request - If you need help with a new contract or amendments to a contract, click on the Contract Intake Form link. You will be redirected to the Contract Intake form to fill out.
5. For all other Request Types, continue to fill out the form.
   
   
   
6. Select the Requester from the drop-down menu
   1. The requester is the person who is requesting the expense. This may be different
      than the person submitting the form. If correct name is not found in the dropdown, enter the
      requester’s email.
7. Select the Request type from the options below and fill in the populated feilds

   1. 
      

      Expand
      title Request Type Guide
      Travel Request Click on link to the Travel Request form. Use this if need to register for conference/training that will require travel. New Contract or Amendment to Existing Contract Click on link to Contract Intake form. A ticket will be created and assigned to the Purchasing Manager for review. Duck Depot - Cart Sent to Buyer to Complete Will be initiated by Buyer when requester submits a DD cart directly to assigned buyer Duck Depot - Cart/Purchase Completed Recordkeeping/Reconciliation – attach PO and packing slip, indicate received status, received date Invoice - Already Purchased, Submitting Invoice for Payment Invoices for payment – may have an existing BOSS entry or not, indicate received status, received date PCard - Already Purchased, Submitting Receipt Recordkeeping/Reconciliation – attach PO and packing slip, indicate received status, received date JV (Pay or Charge UO Dept) Requests to process JV or record of JV for recordkeeping purposes Employee Reimbursement Request for reimbursement, indicate received status, and date. Attach documentation. Event Related (Catering, Rooms, Etc) Furniture Membership Professional Development/Training (w/out travel) Professional Services (i.e. Consulting) Purchase Gas Purchase Goods Recruitment Advertising Subscription Type of purchasing assistance or expense approval needed. Credit Memo Process or recordkeeping UO Printing or Mailing (expense will be JVd by printing or mailing) USS Charge (expense will be JVd by USS) Recordkeeping – attach documentation

      
      

8. If you would like a copy of the form you filled, select the Send me a copy of my response box and enter your email address.
9. Select Submit
   

Budget Approver Role

1. After the request is submitted, the Budget Approver will receive an email to review and approve the request
2. Open the form in the email and update the Budget Approval status to Approved.
   

Unit Coordinator/FASS Service Center Role

1. The unit coordinator or the FASS Service Center (depending on the department) will assign the request to the appropriate FASS agent to process.
   

FASS Business Operations Agent Role

• Invoices for payment, PC/DD Receipts, JV requests go to FASS Accounting.
• Purchasing Assistance goes to the FASS service desk where a ticket is created and assigned to a FASS Buyer.
• Internal entries (such as catering, printing, mailing, telecom, USS) may also be entered for recordkeeping purposes.
• If “Deliver To” is not the FASS Warehouse, the requester will get an email with an update form to update received date, received status, and to attach packing slip.
• If item is purchased in unit, indicate the received status and received date.
• Units may continue to send Duck Depot carts directly to assigned buyer to complete. The Buyer will initiate a BOSS request to capture the budget approval and record expense. In the Notes section, please include the index/account code, delivery location preference, and budget approver name.

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