Navigate to BOB

1. To access BOB - Business Office Buddy:
   1. Through MySHU Portal:
      1. Navigate to the MySHU Portal.
      2. Search for "BOB - Business Office Buddy" on the "Find cards" line
      3. First time users - click the chevron in the upper right hand corner of the tile to add the tile to your MySHU homepage  
      4. Click the tile to be taken to BOB, or
   2. Click Here to be taken to BOB
2. Add the BOB site to your Favorites or Bookmarks for easy future access

Sign In to BOB

To view your tickets or submit a new ticket, please sign in to BOB. Here is how:

1. Look in the top right corner to check if you are signed in.
   1. Often, you will already be signed in to the portal and do not need to sign in again.
2. Click Sign In.
   1. Often, this will auto-sign you in and will not prompt for a password.
3. A familiar Sacred Heart University sign in screen will open.
4. Fill in your full Sacred Heart University email and click Next. (For example: smithj@mail.sacredheart.edu or patelk@sacredheart.edu)
5. Provide your Sacred Heart University password and click Next.
6. If requested, perform the multi-factor authentication (MFA).
7. You will return back to the same portal page and your name will appear instead of the Sign In button.

Submit a Ticket to BOB

1. On the Home page, select Request Service.
2. Complete the fillable sections of the form.
   1. Requestor Details. The Requestor is the person affected by an issue or requesting access/assistance. Most of the time, this will be you. 
      1. Requestor
         1. If you are signed in, your name will already be filled in within the Requestor field.
         2. If you are submitting on behalf of someone, click the red 'X' at the end of the field and then type in the full name, last name, username, or SHU ID of the Requestor.
      2. Acct/Dept
         1. This field is often auto filled. 
         2. If you would like to change the department, click the red 'X' at the end of the field and begin typing the department name until you see it and can select it.
      3. Additional/Alternate Contact(s) If you would like additional users to be associated with this ticket, you can add them within the field. (can we add this?)
   2. Service Request Details. This section is for the details regarding the issue/request.
      1. Service Request Type. Choose the area of the Business Office you need assistance with from the drop down menu.
      2. Request Category.* After selecting a Service Request Type, a drop down menu will appear allowing you to further specify your request. 
      3. Description. Describe your issue/request in as much detail as possible within the field.
      4. Title. Provide a short, clear title that gives the Business Office staff a quick understanding of what the ticket is about.
      5. Attachments. (optional) Attach any documents, emails, screen shots, or other files relevant to your ticket.
      6. Requested Due Date. (optional) Enter a date this is needed by if it is time sensitive.
      7. Priority
         1. 🟢 Low - Non-urgent question, minor update, or future improvement idea.
            • Examples: Report formatting, informational inquiry, enhancement suggestion.
            • Response: Handled as time and resources allow.
         2. 🟡 Medium - Affects one user or process but does not stop business operations.
            • Examples: Access issue, clarification request, upcoming (not urgent) deadline.
            • Response: Addressed in standard queue order.
         3. 🔴 High - Major issue affecting essential Business Office functions or multiple departments.
            • Examples: Errors in SHU eBuy or Concur, time-sensitive vendor setup, issue delaying key reports or approvals.
            • Response: Prioritized same or next business day.
         4. 🚨 Critical - Immediate impact on university business, compliance, or financial obligations.
            • Examples: Payment deadline today, system blocking requisitions or vendor payments.
            • Response: Immediate attention until resolved.

*If you choose the Furniture Quote Request category in the Purchasing section, the fields will be different

1. Select Submit. 
2. After you select Submit, you will receive an automated email confirming the submission of the ticket.