College of Agricultural Sciences
Internal Order Request webform/database

Login to IO Requests webform/database

These instructions outline how to use the Internal Order (IO) Request webform/database.

This webform/database is primarily for requesting new IO's. If you need to change or deactivate an IO, please email the list of IO's to Albert Nakpil (aln@psu.edu).

Users should login using their PSU Access ID (no need for "@psu.edu) and PSU password. If you are not able to login, please contact Albert Nakpil (aln@psu.edu) or Craig Story (crs3@psu.edu).

image of login dialog box

Once you have logged in, you will be presented with a list of SIMBA departments that you have access for submitting new IO requests. Click on a department to request an IO for that department.

image of home page / department listing

After clicking on a department, you will view a listing of current IO requests that you have created (if any). Click on the "New IO" button to create a new IO request.

image of home page / department listing

A blank IO form will be displayed. image of home page / department listing The fields will present a dropdown list when appropriate. Entering a justification is encouraged to help us understand why the IO is needed.

You have the option of a guided IO name (Assemble IO Name using template) or entering a complete IO name (Override template and enter a complete IO name). It may be helpful to follow the IO naming pattern for existing IO's (See the Ag SIMBA Search or the SIMBA Cost Objects Dashboard tile).

When you are ready, press the "Check for Errors" button. Once all errors have been resolved, click the "Submit Record "button.

You may find the General Instructions helpful for completing the webform. These instructions also have a link to an Excel template for submitting bulk IO requests.

If you need additional help, please contact Albert Nakpil (aln@psu.edu)

 

7/29/2024