The Business Operations Smartsheet System (BOSS) is a collaboration tool used by FASS Business Operations that allows for the following:

Easy and effective collaboration between units and FASS
One Form that routes to Business Operations areas
Electronically document separation of duties and approvals with time stamped audit trail
Efficiently collect documents required for retention

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

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.
Fill out the form
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.
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.
For all other Request Types, continue to fill out the form.
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.

Select the Request type from the options below and fill in the populated feilds

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

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.
Select Submit

Budget Approver Role

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

Unit Coordinator/FASS Service Center Role

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 instructions in the ticket to reply with the received date, received status (full or partially received), and to attach a packing slip/receipt.
Units may continue to send Duck Depot carts directly to the 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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BOSS Resources (Internal)

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