OHIO BOARD OF REGENTS 

Important Memos
General Memos

M E M O R A N D U M

To: HEI Capital Planning Liaisons

From: Stephanie McCann, Assistant Director, HEI

Date: May 21, 2003

Re: Capital Projects Request Form Submissions

Cc:  Harold Horton, Director, HEI
   
    Suzanne Holycross, Administrative Assistant, HEI

Capital Planning Liaisons,

You have been identified as the capital planning liaison for your institution. As you are probably aware, we will be having the Capital Planning Workshop on May 27th. At this workshop, we will be demonstrating the new electronic interface for submitting the Capital Projects Request Form. We have worked with campus representatives to develop the system and hope that this new process will save you much time and effort.

As the capital planning liaison, you will need to identify who at your institution is eligible to submit the capital request forms. Those persons will be identified as Capital Projects Request Form Data Reporters. We need for you to enter the persons who should be designated Capital Request Form Data Reporters using an electronic web page. After those persons are entered, they will be contacted by HEI staff with their user names and passwords.

The instructions for entering data reporters are as follows:

Go to web address: http://regents.ohio.gov/hei/

At the lower right of the page is a section titled "HEI Outputs"

Click on the "Queries" hyperlink under HEI Outputs

Click on the "Restricted Outputs" hyperlink under Queries (you will be prompted to enter your username and password here)

Click on the "Liaisons Only" hyperlink

On the "Liaisons Only page," click on the "Administer HEI Web Accounts" hyperlink - This is a basic, 2 page form. The first page you enter all the contact information for the new reporter (or edit an existing account) and specify if they are a data reporter, have access to restricted outputs, or both. For the purposes of submitting the Capital Projects Request Form, you will need to identify the data reporter as having access to restricted outputs. The second page consists of file names and restricted output names, simply check the box next to the words Capital Planning.

There is a step by step instruction sheet posted in the liaisons only area with directions to add a new reporter if you need further instructions.

If you have any trouble entering the capital planning liaisons area, please contact Suzie Holycross at 614 466-5045 or at sholycro@regents.state.oh.us.

Stephanie McCann
Assistant Director, HEI
Ohio Board of Regents

 

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Last updated: February 12, 2004