UNIT4 Business World
Access to UNIT4 and Trust Scheme of Delegation
Access to UNIT4 and amendments to the Trust Scheme of Delegation (Approvers) are covered by this form. There are two types of user defined in UNIT4:
- Requisitioners (Ordering)
- Approvers (Orders and Invoices)
Please ensure the form is completed correctly to reflect the:
- type of user
- for APPROVERS the level of approver AUTHORITY
Being an APPROVER on UNIT4 means that the individual has Financial Responsibility up to the authority level requested. Therefore the person will be added to the Scheme Of Delegation for the area(s) they have responsibility for.
More information on the Trust Scheme of Delegation and the associated policies can be found on our Financial Services intranet page (Internal only).
Download UNIT4 Access Request Forms
Download and complete the appropriate form for access to UNIT4. Please send completed forms via email to rcht.u4bw@nhs.net or to:
- Finance System Admin
- Finance Department
- Carlyon House
- Royal Cornwall Hospital
Please ensure that the form is authorised by the appropriate Authorising Officer.
- Scheme of Delegation – Access to Unit4 – Account Request Form (Internal only)
- Charitable Fund Authorised Signatory – Access to Unit4 – Account Request Form (Internal only)
Training
Details on how to book onto Requisitioning Officer training are distributed after the Finance System Admin Team have processed the appropriately completed ‘Scheme of Delegation – Access to Unit4’ form (Internal only).
Online approver training video can be accessed here:
- Unit4 Approver Online Training – Accessed via CITS Training Portal
- Select T-Z on the left of the page and choose Unit 4 – Approver. Then click Continue to learning…
UNIT4 Frequently Asked Questions
Download UNIT4 Frequently Asked Questions
- Frequently Asked Questions – Downloadable Guide
Requisitioners
The requisitioners by budget code spreadsheet lists all requisitioners and their associated departmental budget codes.
Info: This file is only available when your workstation is connected to the trust’s network.
Download Spreadsheets
- Requisitioners by Budget Code List – Downloadable Spreadsheet (Internal only)
'How to' Guides
- Authorising or validating a requisition – Downloadable Guide (Internal only)
- Checking and viewing workflows – Downloadable Guide (Internal only)
- How to cancel a requisition after approver rejection – Downloadable Guide (Internal only)
- How to cancel a requisition before approval – Downloadable Guide (Internal only)
- How to find an order number – Downloadable Guide (Internal only)
- How to look up a Supplier – Downloadable Guide (Internal only)
- How to order using a purchase list – Downloadable Guide (Internal only)
- How to raise a requisition – Downloadable Guide (Internal only)
- How to set up purchase lists – Downloadable Guide (Internal only)
- How to receipt a purchase order – Downloadable Guide (Internal only)
Unit4 Support
Requisitioning Queries
Type of Query
- Raising a requisition
- Urgent requisitions
- Receipting a requisition
- Searching for products
- Authorising Officers
Procurement and Supplies (01872 25****)
Sharon Smith – 5737
Hunt Group – 5733/35/30
Email/Website address
How to Guides:
http://intranet-rcht.cornwall.nhs.uk/services/cornwall-it-services-cits/apps-devices/unit4-business-world/ (Internal only)
rcht.cornwallprocurement@nhs.net
| Type of Query | Contact Group | Contact Number | Email/Website address |
|---|---|---|---|
|
System Analysis | 01872 258020 | Robert.harris16@nhs.net |
| Type of Query | Contact Group | Contact Number | Email/Website address |
|---|---|---|---|
|
CITS Training | 01872 254628 | http://elearning.cornwall.nhs.uk/ |
| Type of Query | Care Group Management Accounts Team: | Contact Number (01872 25****) | Email/Website address |
|---|---|---|---|
|
General Surgery & Cancer Care Group | 8044 | Caroline.naylor2@nhs.net |
| Clinical Support Care Group | 8044 | Caroline.naylor2@nhs.net | |
| Specialist Surgery Care Group | 8052 | ann-marie.wright@nhs.net | |
| Anaesthetics. Critical Care & Theatres Care Group | 8052 | ann-marie.wright@nhs.net | |
| Women, Children & Sexual Health Care Group | 8025 | Gemma.Mcintyre1@nhs.net | |
| Specialist Medicine Care Group | 8047 | andrew.coot@nhs.net | |
| Urgent, Emergency & Trauma Care Group | 8047 | andrew.coot@nhs.net | |
| Income | 8003 | Michelle.kellow@nhs.net | |
| St. Michaels Hospital Care Group | 8025 | Gemma.Mcintyre1@nhs.net | |
| West Cornwall Hospital Care Group | 8047 | andrew.coot@nhs.net | |
| Charitable Funds | 8015 | Stephen.hocking@nhs.net | |
| Research and Development | 6436 | Libby.gill@nhs.net | |
| Capital | 8013 | Sharon.phyall@nhs.net |
| Type of Query | Contact Group | Contact Number | Email/Website address |
|---|---|---|---|
|
Accounts Payable | 01872 258040 | Rch-tr.AccountsPayable@nhs.net |
| Type of Query | Contact Group | Contact Number | Email/Website address |
|---|---|---|---|
|
Accounts Receivable | 01872 258035 | Rch-tr.AccountsReceivable@nhs.net |
Download a Printer Friendly Contact List
- Unit4 Contact List – Printable List
Additional Resources
- Download FAQs
- Download Requisitioners by Budget Code List (Internal only)
