QUESTION: I am a new IBIS user. Is there training available that could help me become comfortable with the IBIS system?
ANSWER: Yes, IBIS training is provided through the Human Resources Professional Development Opportunities for Faculty and Staff, Rider Building. For more information, visit their Web site or call (814) 865-8216. Visit
Training Opportunities for Administrative Computing for additional training information and opportunities.
QUESTION: What is the difference between Form Actions: "RER" and "FWD"?
ANSWER: "RER" is used to reroute a form if it is sitting with a user and needs to be processed. "FWD" keeps the form moving and off of the user's screen, but will get returned to the user once the off path approves it.
For more detail, refer to the available IBIS Online documentation
QUESTION: On the ICAG screen, how do I read the net line view details?
ANSWER: There are two options for this question:
1. You may review the available Online documentation
OR
2. The calculation for the net line displayed on ICAG equals: Expense Balance minus Unrealized Income.
For accounts where the income received exceeds the amount budgeted, the calculation would be: Expense Balance minus Income Balance. This calculation works well for restricted accounts, but does not apply well for other account types.
If you would prefer to calculate net differently, it is recommended that you use the FIT software. This reporting tool provides a variety of options to calculate the net balance.
QUESTION: I am getting the error message "The next approver is not authorized to approve..." Why?
ANSWER: This message appears:
1. When the dollar amount exceeds that limit of the next default approver and PF4 has not been used to view the path.
OR
2. If you have forgotten to view users who are on the path and the default approver is out of the office, so is their proxy. Note: Review the available Online documentation on the IBIS Approval Path Maintenance System.