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Policies & Processes
Billing Policies
30-60-90 Aged Receivables Report
90 Day Memo Policy
Accepting Credit Card Payments
Excess External Revenue Policy
NUcore Journal Upload Form
Writing off bad debt
Bulk Email Policy
Collaboration Model
Core Identifiers and Contact Information
External Users
External Customer Workflow
NUcore Net ID Process
Lab Services Agreement Information
INVO Reimbursement for PI Start-ups using core facilities
NUcore Enrollment and Procedures
NUcore Split Charges Form
Quick How-To Guides
As an Account Manager
Account Manager — Create a Chartstring
Account Manger — Create a New User
Line Item Description
How to add a Certification to an Instrument
How to Send a Bulk Email
How to Take an Instrument Offline
New User Guides
How to Add a New External User
How to Add a New Internal User
On Behalf of a User Guides
How to Begin or End a Reservation on Behalf of a User
How to Create a Reservation on Behalf of a User
How to Create an Order on Behalf of a User
How to Modify a Reservation on Behalf of a User
Order and Reservation Guides
Backdating a Completed ‘New’ Order
How to Backdate an Order Detail added to an existing Order
How to Complete a New Order
How To Extend a Reservation
How to Modify a Completed Order
How to Modify a New Order
Payment Source Guides
How to Add a New Chartstring
How to Add a Purchaser to a Payment Source
How to Remove a Purchaser from a Payment Source
Release Notes
2014 Releases
20140908 Release
2015 Releases
20150714 Release
20150908 Release
20151007 Release
20151223 Release
2016 Releases
20160307 Release
20160405 Release
20160505 Release
20161101 Release
20161128 Release
2017 Releases
20170125 Release
20170425 Release
20170517 Release
20170620 Release
20170714 Release
20170824 Release
20170914 Release
20171016 Release
20171030 Release
20171102 Release
20171107 Release
20171129 Release
20171211 Release
2018 Releases
20180108 Release
20180131 Release
20180319 Release
20180326 Release
20180611 Release
20180914 Release
20181017 Release
20181030 Release
20181119 Release
2019 Releases
20190115 Release
20190206 Release
20190312 Release
20190516
20190916 Release
20191114 Release
2020 Releases
20200205 Release
20200226 Release
System Documentation
Account Manager (Global Role)
Billing Process
Business Administrators
NUcore Facility Role Permission Definitions
Orders (Items and Services)
Completing a new order
Creating an order on behalf of a new user
Modifying a completed order
Modifying a new order
PathCore User Workflow
Payment Source Documentation
Adding a ‘Business Administrator’ to a chart string
Adding a ‘Purchaser’ to a chart string
Creating a new chart string in NU Core
Removing a user from a chart string
Reservations (Instruments)
Beginning and ending a reservation on behalf of a user
Creating a reservation on behalf of a user
Modifying a completed reservation
Modifying a new reservation on behalf of a user
Problem Reservations
User Base Documentation
Adding a new external user
Adding a new internal user
Tech Talk and Presentations
Chicago Business Administrator Presentation February 21, 2017
Tech Talk Archives 2015
Tech Talk Archives 2016
Tech Talk Archives 2017
Tech Talk Archives 2018
Tech Talk Archives 2019
Videos
Contact Us
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As an Account Manager
NUcore.northwestern.edu
