New Fund Manager Checklist

  1. Request permission to the online order form.  Request can be sent to Stephanie Baker.
  2. Request access to YBP’s online ordering system, GOBI, by contacting Stephanie Baker.
  3. Fund Reports are available in Alma.  Access is dependent on having the Purchase Request Operator role in your Alma user profile.  If you do not have access, please log a ticket to IT.  If you are taking over the management of funds from another fund manager, your name will need to be added to the fund record in Alma.  Please contact Stephanie Baker to have these changes made.