eRETA Training Materials

Using eRETA and not sure what to do and still can’t find an answer in any of the user guides or videos below? Contact eRETA@gsa.gov.

Select any of the sub-categories listed below to jump to a particular section of the page where you can download detailed user guides, quick tips, promo guides, and more.

• Submitting RWA Work Requests (for projects)
• Submitting RWA Work Requests (for above standard services*)
• Digital signatures
• Submitting RWA amendments
• Search features
• eRETA releases
• Video training demos

Submitting RWA Work Requests (for projects)

• Submitting RWA Work Requests to GSA in eRETA [PDF - 2 MB] (November 2019)
  • Detailed user guide outlining how GSA customer agencies can enter and submit new RWA Work Requests (for projects) to GSA via eRETA.
  • See a visual of the Work Request-RWA process [PDF - 15 KB]
• Work Request Category Updates Coming February 2021 [PDF - 267 KB] (January 2021 Quick Tip)
• Timelines for RWA Work Request Processing [PDF - 107 KB] (December 2020 Quick Tip)
• Treasury Symbols and Multiple Lines of Accounting [PDF - 388 KB] (June 2020 Quick Tip)
• Determining if your Work Request or RWA can be Edited [PDF - 249 KB] (May 2020 Quick Tip)
• Entering Billing Information and Where to View Billing Statements [PDF - 234 KB] (January 2020 Quick Tip)
• Work Request-RWA Workflow and Status Labels [PDF - 443 KB] (November 2019 Quick Tip)
• Choosing your Agency POC on RWA Work Requests [PDF - 199 KB] (October 2019 Quick Tip)
• How to Upload Documents in eRETA [PDF - 475 KB] (June 2019 Quick Tip)
• Difference Between Work Requests and RWAs [PDF - 83 KB] (November 2018 Quick Tip)

Submitting RWA Work Requests (for above standard services*)

• How to Create and Send Overtime Utility Requests via eRETA [PDF - 981 KB] (July 2019)
  • Detailed user guide outlining how GSA customer agencies can enter and submit new RWA Work Requests for above standard services (e.g. Overtime Utilities) to GSA.
• Processing Overtime Utility RWAs during a Continuing Resolution [PDF - 2 MB] (January 2020)
  • Detailed user guide outlining how to process overtime utility RWAs during a Continuing Resolution (CR) and after a full budget has passed.
• Overtime Utility RWAs During a Continuing Resolution [PDF - 96 KB] (October 2020 Quick Tip)
• Treasury Symbols and Multiple Lines of Accounting [PDF - 388 KB] (June 2020 Quick Tip)
• Determining if your Work Request or RWA can be Edited [PDF - 249 KB] (May 2020 Quick Tip)
• Entering Billing Information and Where to View Billing Statements [PDF - 234 KB] (January 2020 Quick Tip)

*Examples of above standard services include the following: utilities and HVAC (above office standard), cleaning services (above office standard), O&M and additional utility costs related to special tenant agency program equipment or fixtures.

Digital signatures

• Requesting and Applying Digital Signatures [PDF - 1 MB] (December 2019)
  • Detailed User Guide outlining how GSA customer agencies utilize the RWA Digital Signature Solution integrated with eRETA.
• Digital Signature Reminders [PDF - 240 KB] (December 2019 Quick Tip)
• Using eRETA’s Digital Signature Functionality [PDF - 243 KB] (December 2018 Quick Tip)

Submitting RWA amendments

• Submitting RWA Amendments to GSA in eRETA [PDF - 2 MB] (December 2019)
  • Detailed user guide outlining how GSA customer agencies can enter and submit amendments to existing RWAs via eRETA.
  • Crosswalk listing editable fields by Input Code [PDF - 18 KB] (January 2020)
• Send RWA Amendments to GSA via eRETA [PDF - 980 KB] (March 2019 Quick Tip)

Search features

• My Favorites Feature (March 2020 Quick Tip) [PDF - 781 KB]
• The PBS Customer Dashboard and eRETA [PDF - 86 KB] (February 2020 Quick Tip)
• How to Search for Work Requests and RWAs in eRETA [PDF - 750 KB] (May 2019 Quick Tip)
• Search and Shortcut Features: Magnifying glass, My Favorites, Pending Action Filter [PDF - 758 KB] (April 2019 Quick Tip)
• View and Request Estimates using eRETA [PDF - 339 KB] (February 2019 Quick Tip)
• How to Archive retired or incorrect POC emails from eRETA drop-down lists [PDF - 572 KB] (May 2018)
• Crosswalk: eRETA Fields to 2957 Form Block Number [PDF - 26 KB] (June 2017)
• eRETA Quick Reference Guide [PDF - 540 KB] (May 2014)
• Understanding eRETA Financial Information [PDF - 509 KB] (May 2014)
• How to use eRETA to lookup VCSS Account Codes/BOACs [PDF - 619 KB] (August 2013)

eRETA releases

The following promo guides preview new features included with each release.

• eRETA 9.1 Enhancements [PDF - 1 MB] (November 2020)
  • Ability to copy WRs/RWAs, Micropurchase Authority pop-up on WRs < $2,000, updated automated communications for estimates linked to new RWAs and amendments, and more.
• eRETA 8.9 Enhancements [PDF - 1 MB] (January 2020)
  • Removed the manual signature option for federal customers, updated the Pending Action filter logic, updated the Agency Accounting Details help text, and several Export to Excel improvements.
• eRETA 8.8 Enhancements [PDF - 1 MB] (October 2019)
  • Automated communication when an approved estimate has been linked to your WR/RWA, disallowed clicking "Send to GSA" button until approved estimate is linked, revised Treasury Account Symbol instructions, and more.
• eRETA 8.7 Enhancements [PDF - 985 KB] (June 2019)
  • Amendment Summary tab viewable at all times, renamed RWA statuses, added an "Estimated Fiscal Year Needed" field to Work Requests, and more.
• eRETA 7.0 Enhancements [PDF - 1 MB] (October 2015)
  • New features included with the three search screens: RWA Search, Financial Review Search, and Estimate Search.

Video training demos

We frequently offer live training demo sessions to customers to give them an opportunity to see the three electronic tools utilized in a test environment and ask questions beyond what the user guides provide. Below are recordings of these demonstrations which serve as alternatives to the PDF user guides listed above.

• eRETA Advanced (In eRETA, how do I …?) — June 2019 (70 minutes)
• Using eRETA to submit RWAs and RWA Work Requests — July 2018 (120 minutes)
• How to use the NEW RWA Digital Signature Solution — May 2017 (60 minutes)

Note: All videos are closed captioned. Users can turn captions on or off by selecting the symbol at the bottom right of the video.