Resource UPST Process or Department Resource Type Brief Description of Training Resource
Accessing the Supplier Request Dashboard  Supplier Registration & Management Video Visually walks through all aspects of the Supplier Request Dashboard.
Adding Additional Line Items Requisition & Purchase Orders Job Aid Demonstrates how to add an additional line item when using a good or services form.
Airgas Punchout Training Guide Requisition & Purchase Orders Job Aid Provides instructions on how to use the Airgas punchout catalog in BuyWays.
Amend an Existing Contract Contracts Job Aid Demonstrates the process of submitting a contract amendment form in BuyWays.
Approving a Request & Contract Contracts Job Aid Describes the process of reviewing and approving a contract request.
Approving Employee Travel in PeopleSoft Travel & Expense Job Aid Demonstrates how to approve employee travel in PeopleSoft.
Bank Card Application Bank Card Job Aid Describes the process to apply for a Bank Card.
Bank Card Change Request Bank Card Job Aid Provides example of Bank Card change request form and describes form approval process.
Bank Card Change Request (Restricted/Grant Funded) Bank Card Form DocuSign form used to request a change on a Bank Card that is restricted/grant funded.
Bank Card Change Request (Unrestricted/Non-Grant Funded) Bank Card Form DocuSign form used to request a change on a Bank Card that is unrestricted/non-grant funded.
Bank Card Online Registration Bank Card Job Aid Describes the online registration process for the US Bank Access Online System.
Bank Card Reallocation - Single Transaction Bank Card Video Visually describes the procedure for approving and reallocating Bank Card transactions to the appropriate Account code and/or chartfield string (funding).
Bank Card Reallocation - Single Transaction Bank Card Job Aid Describes the procedure for approving and reallocating Bank Card transactions to the appropriate Account code and/or chartfield string (funding).
Bank Card Reallocation - Split a Transaction Bank Card Video Visually describes the procedure for approving and reallocating Bank Card transactions to the appropriate Account codes and/or chartfield strings (funding) for a split distribution transaction.
Bank Card Reallocation - Split a Transaction Bank Card Job Aid Describes the procedure for approving and reallocating Bank Card transactions to the appropriate Account codes and/or chartfield strings (funding) for a split distribution transaction.
Bank Card Travel Expenses - Creating an Expense Report Bank Card, Travel & Expense Job Aid Describes how to create an expense report in PeopleSoft for Bank Card travel expenses.
Bank Card Travel Expenses - Creating an Expense Report - Copy from Travel Autho… Bank Card, Travel & Expense Job Aid Describes how to create an expense report that includes a travel authorization in PeopleSoft for Bank Card travel expenses.
Bank Card Use Standard Bank Card Policy Policies and procedures applicable for all UMass issued bank cards.
BOT Policy on Codes of Conduct for University Vendor Relationships Supplier Registration & Management Policy Outlines the conduct of the University of Massachusetts and vendors when procuring goods and services.
Business and Travel Expense Policy Travel & Expense Policy Outlines the policy around business and travel expenses incurred by any University of Massachusetts employee while conducting University business.
BuyWays (Jaggaer) Mobile App Approval Process General Job Aid Details the steps needed to review and approve BuyWays requisitions and invoice transactions using the BuyWays mobile app.
BuyWays (Jaggaer) Mobile App Set-up General Job Aid Details the process for downloading and setting up the BuyWays mobile app.
BuyWays Mobile Approval General Video Visually details the steps needed to review and approve BuyWays requisitions and invoice transactions using the BuyWays mobile app.
BuyWays Notifications General Job Aid Demonstrates how to setup notifications in BuyWays.
BuyWays Profile Set Up General Video Visually demonstrates the most effective way to set up your BuyWays user profile before you start creating requisitions.