How To:  Review, Approve or Reject PCard Verifications

Step 1 – Log in to Oracle Workflow Notifications

1. Go to https://ofweb.stanford.edu
2. Enter your SUNet ID and Password
3. Click SU Workflow Notifications
4. Click Notifications
   
   
   Note:  Notifications can also be received in email. The notification contains a link to the Notifications Worklist.

Step 2 – Find and Review PCard Transaction

1. Click PCard Transaction [X] Requires Approval link in the Subject column
2. Review transaction details and backup documentation. Approval should be granted only after:
   • Review of receipts for the charges (receipts are not required for charges less than $75.) If a receipt is missing, the approver must follow-up with the card custodian and person who incurred the charge to understand why the receipt is missing and verify that good/services were received;
   • Confirmation that the expenditure is reasonable, necessary and complies with all relevant University policies;
   • Verification that the charges are correct (match receipts), allowable for the account, allocable, and properly coded (appropriate PTAE used);
   • Ensuring that charges are appropriately documented and are recorded in a consistent manner; and funds are available in the account being charged.

1. Click Approve button once you have confirmed that transaction satisfies review criteria
   
   
   Note:  Clicking Approve returns the screen to the Notifications Worklist.

1. Enter an explanation in the Note box at the bottom of the notification
2. Click Return button to return the verification to the originator for resolution
   
   
   Note:  Clicking Return returns the screen to the Notifications Worklist.

Step 4 – Complete Additional PCard Transaction Reviews

1. Click the appropriate link to review another transaction
2. Click logout at the top if finished