Tutorial Videos
The following videos are available to help you with your work in P2i.
Supplier |
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All topics related to supplier registration, contract set up and submitting acquittals. Set up a Contract - performed by the Supplier Administration Performance Based Acquittals and Milestone Reporting |
Supplier Registration
This video demonstrates the registration process for new suppliers in P2i. The term supplier refers to an organisation receiving funding via P2i to provide social services. Most suppliers will already be registered in P2i. New organisations are required to register to respond to a request for quote or to be set up in a new funding schedule or particulars.
Set up a Contract - performed by the Supplier Administration
Superuser or Mainuser are two other terms used.
This role is responsible for managing a Funded Organisation's individual user accounts and organisational activity assignments.
Other users may be elevated to be "Administrator" like.
This video demonstrates the process for setting up contracts in P2i. After receiving notification a contract with the Department is active, the Supplier Administrator is required to assign the Funded Organisation's users to the contract.
| Timestamp (mm:ss) | Description |
|---|---|
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00:00-00:43 |
Introduction and overview of a contents of video. |
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00:44-01:19 |
Overview of Roles within P2i. |
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01:20-01:53 |
Email notifying a contract is activated for the Funded Organisation |
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01:54-02:55 |
Adding more User Rights to the Organisation Director and Budget and Finance Officer |
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03:00-05:27 |
Assign Permission Roles and Applications (Apps) to a user |
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05:28-06:22 |
Allocate Assignment Details in a contract (i.e. assign a Data Entry person, Service Outlet Manager, and a Budget and Finance Officer for the contract) |
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06:23-08:06 |
Update a contract's Associated Outlet Details |
Performance Based Acquittals and Milestone Reporting
This video demonstrates the process for submitting your Performance Based Acquittals and Milestone reports in P2i. Outlet Data Entry users receive an email notification when acquittals or milestone reports are ready to submit.
| Timestamp (mm:ss) | Description |
|---|---|
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00:00-00:41 |
Introduction and overview of a contents of video. |
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00:42-01:21 |
Overview of PBA workflow. |
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01:22-01:52 |
Login and locate a pending PBA work item |
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01:53-02:53 |
Overview of the PBA work item's sections and fields. |
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02:54-06:45 |
Data Entry & submit PBA work item to Outlet Manager for endorsement. |
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06:46-07:22 |
Overview of Milestone workflow. |
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07:23-09:34 |
Data Entry & Submit Milestone work item to Department (Contract Officer). |
Unspent Funds and Financial Acquittals Reporting
This video demonstrates the process for reporting on unspent funds as part of the Performance Based Acquittals submission and Financial Acquittals.
Supplier Budget and Finance users will receive an email notification when they are required to report on unspent funds or submit Financial Acquittals.
| Timestamp (mm:ss) | Description |
|---|---|
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00:00-00:40 |
Introduction and overview of a contents of video. |
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00:40-02:50 |
Unspent Funds Reporting (PBA |
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02:50-06:55 |
Special Purpose Financial Acquittals including: 05:30-05:56 Excel download form 05:56-06:07 Excel upload form 06:07-06:55 Submit for approval |
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06:55-14:07 |
Annual Financial Statement (AFS) including: 06:55-07:42 Overview - Option 1 (combined statements) 07:42-08:12 Overview - Option 2 (separate AAFS 08:12-10:40 Option 1 - upload/submit combined statements 10:40-12:09 Option 2 - upload AAFS 12:09-14:07 Option 2 - submit AAS |
Endorsing and Approving Acquittals
This video demonstrates the process for endorsing Performance Based Acquittals submitted by the Outlet Data Entry user and all approvals by the Organisation Director.
| Timestamp (mm:ss) | Description |
|---|---|
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00:00-00:40 |
Introduction and overview of a contents of video. |
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00:40-02:45 |
Endorse a PBA 00:40-01:00 Overview 01:00-01:33 Login and locate Pending PBA 01:33-02:45 Review and endorse PBA data |
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02:45-06:12 |
Approve a PBA 02:45-03:20 Overview 03:20-04:00 Login and locate Pending PBA 04:00-05:10 Bulk Approve/Reject process 05:10-06:12 Approve a PBA |
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06:12-08:42 |
Approve a Special Purpose Financial Acquittal (SPFA) including: 06:12-06:44 Overview 06:44-07:30 Login and locate a Pending SPFA 07:30-08:42 Bulk Approve/Reject process (approval is show fully) |
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08:42-12:28 |
Approve Annual Financial Statement (AFS) including: 08:42-09:28 Overview 09:28-10:00 Login and locate a Pending AFS 10:00-10:20 Bulk Approve/Reject process 10:20-12:28 Approve an AFS (including both Option 1 and Option 2 methods) |