Managing CFOAPALs

Important Notes

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  • Unless you accept a user into your lab AND assign them a payment method, they will not be able to request service
  • It is up to PIs and Business Managers to maintain CFOAPALs and user access to them
  • RRC Staff is not able to manage CFOAPAL lists of your lab
  • PIs can have multiple labs inside UIC as well as outside of UIC. In order to create them, please contact rrc-ilab@uic.edu
  • Business Managers can belong to multiple labs and manage all of them.

Adding CFOAPAL

After logging in:
1. Navigate to top left corner and click the “burger icon”
2. Click on “Manage Groups”
3. Once you are in the “Manage Groups” page, click on the group you will be adding the CFOAPAL right now.
Note. You might have multiple groups as a PI or as business manager.
4. Click on the “Membership Requests & Payment Sources” tab.
5. Click on “Manually add a new Payment Source.”
Note. This is also the area where you can assign an already existing CFOAPAL to users.
6. Choose either to add through Index Code or CFOAPAL String
**If you are adding the CFOAPAL through an Index Code**
1. Enter the Chart
2. Enter the Index Code
3. Enter Short Description.
**If you are adding the CFOAPAL not through an Index Code**
1. Click on FOAPAL
2. Enter “Chart”
3. Enter “Fund Code”
4. Enter “Organization Code”
Account code will be filled in automatically by the system, depending on what you are requesting from RRC Core Facilities (service vs. supplies)
6. Enter “Program Code”
7. If you have, enter codes for “Activity” and “Location”
8. Enter Short Description.
Note. Please make sure you use the “Short Description” field because most of your lab members will not know CFOAPALs but they know what projects they are working on. Description examples: “NASA Project” “Dr. Lee’s Project on Influenza”

Assigning CFOAPAL

After logging in:
1. Navigate to top left corner and click the “burger icon”
2. Click on “Manage Groups”
3. Once you are in the “Manage Groups” page, click on the group you will be adding the CFOAPAL right now.
Note. You might have multiple groups as a PI or as business manager.
4. Click on the “Membership Requests & Payment Sources” tab. Here you will see all your CFOAPALs and members.
**To give access**
Hover over the CFOAPAL to see its short description if needed. Then click on the box next to the member and the CFOAPAL you would like to give them access to.
**To remove access**
Hover over the CFOAPAL to see its short description if needed. Then un-click the check box next to the member and the CFOAPAL you would like to remove their access to.

Removing CFOAPAL

After logging in:
1. Navigate to top left corner and click the “burger icon”
2. Click on “Manage Groups”
3. Once you are in the “Manage Groups” page, click on the group you will be adding the CFOAPAL right now.
Note. You might have multiple groups as a PI or as business manager.
4. Click on the “Membership Requests & Payment Sources” tab. Here you will see all your CFOAPALs and members.
Note: You have to remove everyone’s access to the CFOAPAL in order to remove the CFOAPAL from your lab
**To remove access**
Hover over the CFOAPAL to see its short description if needed. Then un-click the check box next to the member and the CFOAPAL you would like to remove their access to.
6. Scroll down to Manage Payment Sources
7. Find the account that you want to remove and click the red “X”.
Note: If red “X” is not showing up, it means this account is still assigned to someone or you need to refresh the page.