Steps to Complete an EPA
Change Account Number
1.
Search for your department’s adloc.
2.
3.
Select the PIN by clicking on the PIN number.
This brings up the position detail screen. Click on Create
Document.
PIN number should be displayed. Make selections shown below.
4.
5.
6.
7.
8.
Enter the EPA document date (this is the date the account
number is to change). Leave the 8/31/11 end date as is.
Fill in the Justification section.
Skip to the Position Information. If you are changing from workstudy to regular or the reverse, or changing from a GANT to GAT
or GAR change the title code (per attached Code Sheet). If you
are only changing account number, skip this section.
Save the document.
9.
Edit the Fund Source information at the bottom of the document
by clicking on “Edit” on the right side. Change the account
number. If changing title code, object code must also be changed
(see Code Sheet). Accounting Analysis may also need to be
changed (see Code Sheet).
10. Save Funding Source edits.
11. Validate the document. If you have changed title, check Code
Sheet to see if you need to change Requirement Budget Pool.
12. Close the document. (If you skip this step, the document doesn’t
go any further than your desk.)