In this topic you will learn how to Run Queries (Manager).

There are two queries that can be run using Manager Self-Service to inquire on CSOF status. Statuses can be viewed for CSOF for both Prospective and Retroactive forms. The queries are:

• ePAF Change in Source of Funds

• ePAF Chg Src of Funds Pending

Both will be demonstrated in this exercise.

The ePAF Change in Source of Funds query allows users to view the status of all Prospective and Retroactive requests, regardless of their disposition.

The ePAF Chg Src of Funds Pending will display the status of both Prospective and Retroactive requests as well. However, users will only see Pending, Saved or In Error requests.

The list of Pending/Saved Change in Source of Funds requests display.

The list of Change in Source of Funds requests displays.

NOTE: Click on the Form ID to view form information and Approval routes. Locate Form ID 10863

The View Change in Source of Funds: Details page displays.

Either a Prospective or Retro e-CSOF can printed by selecting the Print option at the bottom of the page.

Two printing options are available. By selecting PDF or XLS, users will print a summary report of the e-CSOF for either a Prospective or Retro request.

The Retro Change in Source of Funds for John Doe displays.

The Retro CSOF displays.

Select your print parameters.

For training purposes only, click the Cancel button.

Users can also have their print display in Excel format by selecting the XLS_CSOF option.

If the request is a Retro, users can select the Cost_Transfer_DEMO option to print the Cost Transfer questions and answers.

This CSOF has been Executed, so all Approvals have been received.

The View Change in Source of Funds: Details displays.

Either a Prospective or Retro e-CSOF can printed by selecting the Print option at the bottom of the page.

Two printing options are available. By selecting PDF or XLS, users will print a summary report of the e-CSOF for either a Prospective or Retro request.

NOTE: If it is a Retro request, the Cost Transfer information will also display for printing.

For training purposes only, click the Close button.

File Attachments must be printed separate from the CSOF Form.

Users will select their print parameters and then click the Print button.

For training purposes only, click in the Cancel button.

The View Change in Source of Funds: Results page displays.

Users can click the View Approval Route to determine what approvals have been received, if any. If the page is blank, all approvals have been received.

The Retro Change in Source of Funds for John Doe displays.

NOTE: Users can print the report by clicking the Print icon located at the top right corner of the page.

This completes Run Queries (Manager).