ADDING A NEW FUND

1) Create fund in Alma in the appropriate ledger for the current fiscal year. Add fund manager name to Description field in fund record.

2) GOBI –

1. Ask GOBI to add the fund to GobiSmart so that it will appear in the fund list in GOBI.
2. Add a template for the fund manager who will be managing the new fund.

3) No changes need to be made to the online order form, unless a new object code is also being created. If so, add it to the drop down list of object codes on the online order form - https://illinois.edu/toolbox

4) If an approval autoship account, ask Stephanie to set up new profile in WorldShare Collection Manager.

CHANGING A FUND FROM ONE FUND MANAGER TO ANOTHER

1) Update fund manager name in Description field of fund record in Alma.

2) Add/change GOBI templates to reflect the fund manager’s new responsibilities.

NEW FUND MANAGER CHECKLIST

1) Update fund manager name in Description field of fund record in Alma.

2) Create GOBI account and templates – www.gobi3.com

3) Grant permission to online order form - https://illinois.edu/toolbox