Specifications include, but are not limited to: Core directors/facility administrators can manage calendar rules, pricing, and service details without IT support End-users can view recent and upcoming activity End-users can search across all Core Facilities to identify instrumentation and services available WSU index number validation available Multiple price types (internal, external, corporate) can be setup Auditable service log available Technical Compatible across operating systems (Windows, Mac, Linux) Compatible with multiple web browsers API available for integration with other systems The Core Facility Management system shall also provide the following specific capabilities: Instrumentation scheduling with following attributes Core directors/facility administrators can set availability, control reservation lengths, varied pricing depending on user type, and access limits based on training status Actual usage of instrumentation time can be tracked, allowing for monitoring and hardware access control, while easily comparing scheduled and actual usage time End-users can be granted permission to create recurring reservations Limitations to end-users ability to create and edit reservations Service scheduling with following attributes Specific fund types can be set for individual users of PI’s lab System can generate a quote and require researcher’s approval prior to the start of work Core directors/facility administrators can bill for partial services Minutes/Hours spent on projects can easily be tracked Core directors/facility administrators can charge-back for ad hoc expenses and pass-through charges Billing and invoicing with following attributes Charges and split costs can be automatically pushed to financial system System can manage internal and external charges separately System can directly email invoices to customers PIs/lab administrators have the option to approve invoices prior to invoices submitted for payment Core directors/facility administrators have the option to approve invoices in place of PIs/lab administrators prior to invoices submitted for payment Reporting with following attributes Core directors/facility administrators can generate reports (revenue over period, usage, invoiced, etc.) Core directors/facility administrators can generate scheduled versus actual usage reports Core directors/facility administrators can generate aged trial balance report (accounts receivable by age and outstanding balance) Core directors/facility administrators have the ability to customize reports Export of data for additional analysis Authentication integration Must leverage WSU’s SSO system PeopleSoft integration with following attributes Robust and configurable Provided as a service with software solution Instrumentation access control with following attributes Ability to provide or restrict access to instrumentation Facilitates tracking schedule versus actual usage time Identifies "no show" and "early leave" events Available through software AND hardware interlock solutions so WSU Core Facilities may leverage either
