Submit Technology Check Requests: Difference between revisions

From howdoi
No edit summary
Line 3: Line 3:
  | summary      = Instructions on how to access the RCS "Check Request Form", how to complete the form, attach receipts, and submit for payment.
  | summary      = Instructions on how to access the RCS "Check Request Form", how to complete the form, attach receipts, and submit for payment.
  | for_employees = Y
  | for_employees = Y
  | for_students  = N
  | for_students  =  
  | for_parents  =  
  | for_parents  =  
  | cat1          = Classroom Technology and Systems‏‎
  | cat1          = Classroom Technology and Systems‏‎
Line 11: Line 11:
}}
}}


It is requested that your Check Request From be submitted as a '''single file''' (receipts included).
Once you have been approved to purchase technology assets, we request that your Check Request From be submitted as a '''single file''' (receipts included).
[https://drive.google.com/file/d/1rpoCBgrnG7sVDfMkd5xXr6CIJJ605vnV/view?usp=sharing Here's a video] demoing how to combine your Check Request Form PDF and your receipt into a single file.  
[https://drive.google.com/file/d/1rpoCBgrnG7sVDfMkd5xXr6CIJJ605vnV/view?usp=sharing Here's a video] demoing how to combine your Check Request Form PDF and your receipt into a single file.  
Here are step-by-step directions:
Here are step-by-step directions:


'''Step 1 -''' Download the [https://drive.google.com/file/d/0B7Du3TU-AkmCcHA1anA1M2R2Y1U/view?usp=sharing&resourcekey=0-rTLDn3VCs6zIzENBWm3oKg Check Request Form] PDF from Google Drive.
# '''First confirm you have been authorized to purchase an item to ensure you will be eligible for reimbursement'''. If you do not obtain pre-approval, you cannot expect to be reimbursed. If you set up your payments to repeat monthly or annually, pay special attention to the renewal times, you cannot expect to be reimbursed if a service auto-renews prior to receiving authorization. See our [[Submit a technology purchase or upgrade request?]] article for more details.
 
# '''Download the [https://drive.google.com/file/d/0B7Du3TU-AkmCcHA1anA1M2R2Y1U/view?usp=sharing&resourcekey=0-rTLDn3VCs6zIzENBWm3oKg Check Request Form] PDF''' from Google Drive.
'''Step 2 -''' Fill out the Check Request Form.
# '''Fill out the Check Request Form'''.
*Using Preview on a Mac - From the top menu bar, select TOOLS, ANNOTATE, TEXT. This will add a text box to the page. You can move the text box where you want, so it lines up with the fields in the form.  
#* Using '''Preview on a Mac'''
Pro Tip! Once you get the font the size you want to fill the first line, simply copy and paste that line in order to fill out the rest of the form.
#** From the top menu bar, select TOOLS, ANNOTATE, TEXT. This will add a text box to the page. You can move the text box where you want, so it lines up with the fields in the form.  
 
#** Pro Tip! Once you get the font the size you want to fill the first line, simply copy and paste that line in order to fill out the rest of the form.
*Using Adobe Arobat Reader Pro - Select the TOOLS tab, and FILL and SIGN. Click [https://get.adobe.com/reader/ here] to download Adobe Acrobat Reader DC (free) for either Windows or Mac.
#* Using '''Adobe Arobat Reader Pro'''
 
#** Select the TOOLS tab, and FILL and SIGN.  
'''Step 3 -''' If there's a receipt involved, please include that receipt as a 2nd page in the Check Request Form file. There are two things involved in this step.
#** Click [https://get.adobe.com/reader/ here] to download Adobe Acrobat Reader DC (free) for either Windows or Mac.
a) Get a the receipt on you laptop.
# If there's a receipt involved, please include that receipt as a 2nd page in the Check Request Form file. There are two things involved in this step.
b) Combine the receipt file with the Check request Form.
## Get the receipt on your laptop.
*Including Receipt (using Preview on a Mac) -
## Combine the receipt file with the Check request Form.
##*Including Receipt (using Preview on a Mac) -

Revision as of 15:35, 29 September 2021

This article is...
Summary.pngInstructions on how to access the RCS "Check Request Form", how to complete the form, attach receipts, and submit for payment.
IntendedE.pngIntended for
Employees
Categories.pngCategorized under
Classroom Technology and Systems‏‎
MR.jpgMaintained by
Matt Ringh
2021-2022.pngin need of review.



Once you have been approved to purchase technology assets, we request that your Check Request From be submitted as a single file (receipts included). Here's a video demoing how to combine your Check Request Form PDF and your receipt into a single file. Here are step-by-step directions:

  1. First confirm you have been authorized to purchase an item to ensure you will be eligible for reimbursement. If you do not obtain pre-approval, you cannot expect to be reimbursed. If you set up your payments to repeat monthly or annually, pay special attention to the renewal times, you cannot expect to be reimbursed if a service auto-renews prior to receiving authorization. See our Submit a technology purchase or upgrade request? article for more details.
  2. Download the Check Request Form PDF from Google Drive.
  3. Fill out the Check Request Form.
    • Using Preview on a Mac
      • From the top menu bar, select TOOLS, ANNOTATE, TEXT. This will add a text box to the page. You can move the text box where you want, so it lines up with the fields in the form.
      • Pro Tip! Once you get the font the size you want to fill the first line, simply copy and paste that line in order to fill out the rest of the form.
    • Using Adobe Arobat Reader Pro
      • Select the TOOLS tab, and FILL and SIGN.
      • Click here to download Adobe Acrobat Reader DC (free) for either Windows or Mac.
  4. If there's a receipt involved, please include that receipt as a 2nd page in the Check Request Form file. There are two things involved in this step.
    1. Get the receipt on your laptop.
    2. Combine the receipt file with the Check request Form.
      • Including Receipt (using Preview on a Mac) -
Retrieved from "https://howdoi.riverdale.edu/w/index.php?title=Submit_Technology_Check_Requests&oldid=6064"