Preparer Instructions

Preparer Instructions

• CalATERS Presentation (Demo)
• CalATERS Work Flow and Forms Processing (Detailed)
• Forgot Your User ID or Password? (Quick)
• Work Queue Overview (Detailed)
• View User's Profile (Detailed)
  • Change Your Password (Quick)
  • Create Travel Advance (Detailed)
• Create Expense Reimbursement (Detailed)
  • Create Expense Reimbursement (Quick)
  • Specialized Account Coding (Detailed)
  • Specialized Account Coding (Quick)
  • Long Term Assignment (Detailed)
  • Non-Travel (Overtime Meals, Personal Auto...) (Detailed)

Instruction Formats:
(Detailed) - step-by-step instructions with detailed explanation.
(Quick) - major steps to complete a function in two to four pages.
(Demo) - an on-line presentation.