Trust Fund Approval Form and Workflow

100%

Status

Completed / Closed [Completed]

100% complete, updated on Wed 5/28/25 10:41 AM by Pawn Sayphengsy

Changed Status from In Progress to Completed / Closed.
Changed Health from Green to None.
Changed Percent Complete from 95% to 100%.
Project completed/closed on 05/28/2025

Details

Dates
Mon 9/23/24 - Wed 5/28/25
Acct/Dept
Financial Services
Service
Additional Services / Technology Services Project Request
Type
Technology Services / IT Project Request
Health
None - No health has been set
Portfolio(s)
Classification
Projects
Requirements
Requirements documentation exist from when form was migrated to OnBase and needs to be reviewed by Student Accounts.
Created
Thu 6/27/24 1:56 PM
Modified
Wed 5/28/25 10:41 AM
Closed
Wed 5/28/25 10:41 AM
Which Strategic Priority does this Project Align with?
Please see this link: https://president.fresnostate.edu/strategic-pla...
Not Applicable
Funding Secured Yes/No
Not Required / Not Applicable
Ongoing Funds Yes/No
Example: License Fees, Upgrade Services, Support Fees, etc. Please Scroll to top of page to Save this request
Not Required / Not Applicable
Contact Number
Enter primary contact persons phone number. Please use the following format: xxx - xxx - xxxx
John Fugatt
Requestor Name
Trust Fund Approval Form
Division Delegate
Your delegate is your Division's VP or another member of your Division's staff who has the authority to approve this project request. Please select the delegate for your Division.
John Fugatt - Administration and Finance
If this project is not done, what is the Impact to the University, College, or Department?
Describe in as much detail as possible how this project supports the initiative.
The current Onbase Trust Fund Approval Form and Workflow is very time consuming to process and requires manually updating by staff.
Is it Mandatory, Regulatory, Compliance, or Accreditation? (Check all that apply)
Please check all that apply.
Not Applicable
Is this a Business Opportunity, Process Improvement, or Value-add? (Check all that apply)
Example: Redefining processes to make them more efficient; Reducing time it takes for a service; Improving cross campus department collaboration.
Business Opportunity
Process Improvement
Value-add
Estimated End Date
12/31/2024

Description

The current Onbase Trust Fund Approval Form and Workflow. The current Onbase Trust Fund Approval Form and Workflow is very cumbersome and time consuming to process by staff. This is part of the Financial Service project and initial requirements has been created back in Dec of 2023.

Manager

PS
Pawn Sayphengsy

Sponsor

JF
John Fugatt