Here is Some User Access Information
The new User Access Form, which includes the CTE ePlan access roles, is available for download in the Document Library. On the form, CTE Directors who work on the Perkins Basic (Local Plan) application will want to check the box for CTE Perkins Basic Director (under Funding Application Roles). If you are also the person who will be working on the CTE Reserve application, you must also check the box for CTE Perkins Reserve. Each funding application role is separate, so if you plan on working on both applications, please check both boxes. Additionally for users who will work on High Schools that Work applications, there is a separate box for that access.
Please note that the Fiscal Update role (bookkeeper) can request funds from any funding application. Many of the individuals who request CTE funds are already ePlan users. If your CTE bookkeeper is not already an ePlan user, please submit a form for access for that individual. Also please make sure that fiscal update users, particularly those who are new to ePlan, attend the Spring Fiscal Workshops.
Also note that users with Fiscal Representative approval access and LEA Authorized Representative Approval access can work in and approve any funding application in ePlan. Ultimately the LEA Authorized Representative should be your Director of Schools.
If you have any questions, feel free to contact the Help Desk at (615) 253-5209.