Form Plans

Transcribed from notes taken during the F21 Business Goals Meeting

• Purchase Reimbursement form:

  • Required Info:

    • Item

    • Purchase Amount

    • Receipt

    • Allocation

  • Process:

    1. Purchase item and preserve receipts.

    2. Determine funding source for that item.

    3. Copy a template email and send it to the respective funding source with an attached receipt.

    4. Fill out the WARG Expense Claim Form, attaching your recipt and providing the above information.

  • Development of process:

    • Find the emails required to be sent for each funding source and develop templates, note down the attachments required and the email address it should be sent to.

    • Set up a google form, outline process in form description and add email templates, required attachments and email address for each funding source in form description.

    • Set up form fields to collect required information.