Quick Access
-
Now Live!
-
Office Hours
P2P Post Implementation Office Hours are now being offered 3-4 times weekly Tuesday-Thursday. Use the link(s) provided to sign up. Be sure to check the dates as offerings with an asterisk (*) alternate every 2 weeks.
Sign-up for office hours here:
- Tuesdays or
- Wednesday
- Thursdays or
Training Opportunities
P2P Post Implementation Training sessions are offered at the beginning of each month (4/30/26 Into Lab is an exception), and will be offered virtually. Intro Lab should be taken first and is recommended for all users. The other two sessions are role based. Please read the following two bullet points for information about the different P2P roles.
- P2P Shopper & Requester Roles are assigned to those who shop (fill a cart) and/or request (convert a cart into a requisition). Employees serving in these roles should attend the Intro Lab and the Shopping, Requesting, & Receiving training sessions.
- P2P Approver Roles are assigned to those who have an active Delegation of Authority (DOA) on record in CFS and/or are assigned to be a compliance reviewer in P2P. Employees serving in these roles should attend the Intro Lab and the Reviewing & Approving training sessions.
Sign-up for training here:
P2P Access
Access to P2P is restricted. You must have a business need to gain access. Access is controlled within CFS or CI Financials. Training is highly recommended for all new users.
New User Access- Employees may initiate their access request by sending an email to solutioncenter@csuci.edu. The subject line should include the first and last name of the new user followed by "P2P Access Needed." Include the user and their manager within the cc: field. Within the body of the email include the role that the new user will need to be assigned. Your choices are 1) Shopper, 2) Requester, and 3) Reviewer.
Updating User Access- Employees needing to change their P2P access may initiate this change by sending an email to solutioncenter@csuci.edu. The subject line should include the first and last name of the user followed by "P2P Access Change Needed" in the subject line. Include the user and their manager within the cc: field. Within the body of the email include the new role that is needed and why. If a shopper or requester is being changed to a reviewer, additional updates may be needed to ensure that the P2P workflows continue to work properly. DOA reviewers need to have an active Delegation of Authority assignment in CFS (CI Financials) and Compliance Reviewers need to be added (configured) to the appropriate workflow step.
- Visit the Delegation of Authority (DOA) webpage for more information about how to delegate authority.
- Submit a P2P Service Now ticket to initiate the system configuration needed to assign a user to one or more compliance review step(s). Note: this is only needed for the compliance review steps. It does not apply to the DOA review step. The link to "Open a Ticket using Service Now" is located under the P2P Quick Links (upper right corner of Home page).