Knowledgebase/FAQ : UTShare/PeopleSoft > Technical

QUESTION: Can documents in my worklist be removed or deleted? ANSWER: If the "Worklist" is used to review/approve/terminate documents, they will be removed from the Worklist upon an action. If an action is taken from the EMAIL notification then this wil...
QUESTION: I keep getting a blue ORACLE PeopleSoft screen and does not let me login to PeopleSoft. What steps can I take to get back into PeopleSoft? ANSWER: This is a browser issue. Clear the history in the browser, CLOSE out the browser completely then...
QUESTION: When I open a document it does not give me the option or buttons to approve the document. What should I do? ANSWER: This may be a browser issue. Here are the instructions on how to clear your history, depending on which browser you are using. ...
Business Information Services can reassign the document to another "approver" in that area. Create a SPOC ticket and provide the following information: * Approver's name * Reason for the reassignment
QUESTION: When reconciling my Procard charges I see employees that are no longer with the university. How do I remove these names from my view? ANSWER: It is highly recommended that these employees remain in the "Look up" Employee ID view. There may be ...
QUESTION: I deleted the email to approve a document in PeopleSoft. Where can I find the document? ANSWER: When logging in to PeopleSoft there is a "Worklist" link at the top right side of the page. Click on the link and it will take you to all documents...
QUESTION: I did not receive the emails to approve a document and I do not see it in the Worklist. What could be wrong? ANSWER: Check or try the following: 1) This sounds like a browser issue. The following link contains instructions on how to clear th...
QUESTION: Can all documents be seen in the Worklist no matter what status of the document? ANSWER: No, once they are in workflow they should not remain in your Worklist. If there are documents currently in your "Worklist" PSSC has a change request with ...
QUESTION: I did not receive or cannot find an email for a document in PeopleSoft that needs to be approved. What can I do? ANSWER: When documents are created in PeopleSoft the Approver will receive an email to approve the document. There are two optio...
QUESTION: When creating a Requisition the "Category Code" just keeps spinning and nothing comes up. What's wrong? ANSWER: You will need to clear the history, close out the browser and reopen. Navigate to create a requisition through the Main Menu and ch...
QUESTION: I am unable to upload an excel spreadsheet from PeopleSoft. ANSWER:  UT Shared Services upgraded PeopleSoft with PeopleTool 8.55 over the July 30 - July 31, 2016 weekend and as a result of this upgrade, some users may be affected due to the to...
QUESTION: What is the maximum upload size of an attachment that be uploaded to any Interim Workflow Solutions document? (eg. Travel Authorization, Non-PO Voucher, Expense Report) ANSWER: The maximum upload size is 50 MB.
QUESTION: When an Interim Workflow Solutions document needs to be deleted, what is needed? ANSWER: If an Interim Workflow Solutions document needs to be deleted, you may create a SPOC Ticket [http://hrsupport.utsa.edu/support/index.php?/SPOC/Tickets/Sub...
QUESTION: I am having trouble uploading documents in PeopleSoft. I have tried different browsers, cleared cache, and history. It still tells me that it failed to upload my document. What else can I try? ANSWER: When uploading documents into PeopleSoft y...
There is nothing to stop a person from having both the Interim Workflow Solutions form and PeopleSoft open at the same time. In some instances, a person may want to have PeopleSoft open initially to look up a vendor (to see if they are in the system). ...
QUESTION: Why does someone else's name show up in a yellow tab at the top of the document in the Interim Workflow Solutions page when creating a document? ANSWER: This occurs when the end user personalizes the Interim Workflow Solutions main page. This ...
QUESTION: When creating a Non-PO Voucher in the Interim Workflow Solutions the "Authorized Amount" and the "Invoice Amount" match but it gives me an error. ANSWER: When the two amounts are matching and it is a whole dollar, the .00 needs to be removed.
QUESTION: Will I still be using my UT EID to login to PeopleSoft? ANSWER: No. You will use your myUTSA ID (Network ID) to login.
QUESTION: How do we access SharePoint (Interim Workflow Solutions)? ANSWER: Accessing SharePoint will be through the UTShare at UTSA website. www.utsa.edu/utshare Click the UTShare/PeopleSoft Resources icon on the right side. The PeopleSoft Resource...
Question: What happens if people are using apple products, Does Safari work? Chrome or Firefox? Answer: Generally speaking PeopleSoft 9.1 works with most browsers. IE, Chrome, Firefox and Safari are compatible.
Question: SharePoint is best supported using? Answer: Given that SharePoint is a Microsoft product designed to work in an integrated fashion with other Microsoft products like Outlook, the preferred browser would be IE. This does not keep you from u...