CoreResearch@Duke - Core Personnel Resources

Service Requests

Service Requests User Guide for Core Personnel
How to Create a Service Request
How to Create an EForm Service Request
How to View an Existing Service Request
How to Edit an Existing Service Request
How to Add Services to a Service Request
How to Cancel a Service Request
How to Reject a Service Request
How to Delete Services Performed from a Service Request
How to Delete a Service Request
How to Prepare a Service Task Request for Invoices

Reservations

Reservations User Guide for Core Personnel
How to Create a Reservation Request
How to Edit a Reservation Request
How to Cancel a Reservation Request
How to Reject a Reservation Request
How to View Historical Reservation Requests
How to Approve a Reservation Request
How to Modify Actual Usage in a Reservation
How to Add Services Performed to a Reservation
How to Prepare a Reservation for Invoicing by Updating Actual Usage

Invoicing

Billing Process User Guide for Core Personnel
How To Update a Service Task Rate
How to Split Charges Between Two Fund Codes
How to Change the Fund Code on an Invoice
How to Create a New Invoice Manually
How to Manually Force Invoice Locking
Automated Monthly Billing Deadlines - Current Fiscal Year

External Clients

External Billing Set-up User Guide

Reporting

Reports User Guide

System Functionality

Quick Overview
General FAQ's and Common Issues
Get IT Help
How to Manage Email Notifications
LastPass Configuration with CoreResearch@Duke
How to Set a Yearly Calendar for Auto Invoice Locking
How to View a Fund Source