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Department | Contact Person | AE xml config file name | Enabled Apps | Enabled screens | Pulls OnBase Doc Type | Keyword Lookup Field | How it is retrieved | AE config Enabled Screen Name |
|---|---|---|---|---|---|---|---|---|
| VP & Treasurer | Jane Rizzo | CarletonAEconfig.xml | Excel 64-bit | 7. Restricted Gift Accounting workbook | 7. STEW - Agreement 7. STEW - Correspondence | 7. Allocation Number (4 digit budget short-code) | 7. Ctrl + Double left-click | 7. Restricted Gift Accounting Format |
| Student Financial Services Office | Mike Kotchevar | CarletonAEconfig.xml | Colleague | 6. CRI - Communication Code Entry | 6. SFS - Parent Tax Return 6. SFS - Parent W2 6. SFS - Student Tax Return 6. SFS - Student W2 | 6. Colleague ID | 6. Alt + Double left-click | 6. coll - 6 - SFSO - CRI |
| Registrar's Office | Emy Farley | CarletonAEconfig.xml | Colleague |
2. STAC - Student Academic Credits 3. STRS - Student Terms Summary
5. CRSE - Courses 7. TSUM - Test Summary 8. EXTS - External Transcript Summary 9. SSUM - Section Summary |
2. REGR - Transcripts 3. REGR - Transcripts
5. REGR - Course Submission Form 7. REGR - AP Scores 7. REGR - Transcripts 8. REGR - Transcripts 9. REGR - Course Submission Form |
2. Colleague ID 3. Colleague ID
5. REGR-Course# 7. Colleague ID 7. Colleague ID 8. Colleague ID 9. REGR-Course# |
2. Alt + Double left-click 3. Alt + Double left-click
5. Alt + Double left-click 7. Alt + Double left-click 8. Alt + Double left-click 9. Alt + Double left-click |
2. coll - 2 - REGO - STRS 3. coll - 3 - REGO - STAC
5. coll - 5 - REGO - CRSE 7. coll - 7 - REGO - TSUM 8. coll - 8 - REGO - EXTS 9. coll - 9 - REGO - SSUM |
| External Relations | Shannon Schulz | CarletonAEconfig.xml | Advance | Entity Overview: "Advance at Carleton College" | Cuseom Custom Query: CR - Entity Research | Advance ID | Ctrl + Double left-click | Advance at Carleton College |
| Business Office | Kara Lloyd | CarletonAEconfig.xml | Colleague | 10. VENI - Vendor Activity Inquiry 11. VEND - Vendor Maintenance 12. PINQ - Purchase Order Inquiry 13. BINQ - Blanket PO Inquiry | 10. BUSI - Invoice/Check Request 11. BUSI - W9 12. BUSI - Purchase Order & BUSI - Requisition 13. BUSI - Purchase Order & BUSI - Requisition | 10. Colleague ID 11. Colleague ID 12. PO Number 13. PO Number | 10. Alt + Double left-click 11. Alt + Double left-click 12. Alt + Double left-click 13. Alt + Double left-click | 10. coll - 10 - BUSI - VENI 11. coll - 11 - BUSI - VEND 12. coll - 12 - BUSI - PINQ 13. coll - 13 - BUSI - BINQ |