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Overview
Below is a listing of required and optional attachments for each type of Worktag Service Request. For any service you are submitting, please attach all required materials.
CAUTION: Please do not attach any confidential or sensitive documents into TDX; including but not limited to Foundation Memorandum of Understanding (MOU.)
New Program Worktag
If you are submitting the New Program service, please attach the following materials as specified.
- Generally
- For IDCR
- For Scholarships:
- Optional: Non-Confidential scholarship details, other supporting attachments
- For Fiduciary (Agency)
- Optional: Approvals, Function Questions, Any contract between 3rd party and UNLV, other supporting attachments
- For Service Center
- For P/S Accounts 1
- For P/S Accounts 85%
- For P/S Accounts 15%
- Required: Student Accounts Approval
- Optional: Other supporting attachments
- For Student Orgs
- For Debt Service
- Optional: Approvals, J&A consulting schedule, other supporting attachments
- For Federal Loans
- Required: Email from Debbie Honrath
- Optional: Federal Loan guidance, notice of award, other supporting attachments
- For State (only FPBA)
- Required: Contact Financial Planning, Budgets, and Analysis
New Gift Worktag
If you are submitting the New Gift Worktag, please attach the following materials as specified.
- For Scholarships
- Optional: Non-Confidential scholarship details, Other supporting attachments
- For Gift (Non-Scholarship)
New Project Worktag
If you are submitting the New Project, please attach the following materials as specified.
- Generally
- Required: Plant Budget Form, Approved Project Cover Sheet
- Optional: Approvals, any other supporting attachments
New Activity Code
If you are submitting the New Activity service, please attach the following materials as specified.
- Generally:
- Optional: any supporting attachments
New Unit or Cost Center
If you are submitting the New Unit or Cost Center service, please attach the following materials as specified.
- For Cost Center creation:
- Required: Office of the Executive VP & Provost Memo or Division approval
- Optional: Other support attachments
- For Unit creation:
- Required: Office of the Executive VP & Provost Memo or Division approval
- Optional: Any supporting attachments
New Revenue or Spend Category
If you are submitting the New Revenue or Spend Category service, please attach the following materials as specified.
- For Revenue Category creation
- Optional: Other supporting attachments
- For Spend Category creation
- Optional: Other supporting attachments