OTHER SEARCH OPTIONS:
If the ATP Code is unknown, you can continue to search for external organizations by the External Org ID or a combination of Search Name and geographical information on the Organization Table page.

UPDATED DOCUMENT:
The 'Add and Update External Organizations - Step-by-Step' procedure has been updated and includes:
-- New instructions about how to search using an ATP Code
-- Examples of other search options
View the procedure at: <https://maislinc.umich.edu/mais/pdf/CC_EO_ExternalOrgs_AddUpdate_SS.pdf>

FOR ASSISTANCE OR QUESTIONS:
Contact the ITS Administrative Help Desk:
-- Phone: 734-936-7000, option 4
-- E-mail: maishelpdesk@umich.edu
-- Web: <http://www.mais.umich.edu/online_help_desk/>

To: "M-Pathways Users with the CC EXTERNAL ORG UPDATE USER Role"
Cc: Select Student Administration Unit Liaisons
From: ITS-Inform
Subject: Improved External Organization Search Capability
Date: Wednesday, November 18, 2009

View the HRMS Update:
http://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=30117

All HRMS Updates are on My LINC at https://maislinc.umich.edu. Type “HRMS Update” in the Search box and
click GO.

FOR ASSISTANCE OR QUESTIONS
Contact the ITS Administrative Help Desk:
-- Phone: 734-936-7000, option 5
-- E-mail: maishelpdesk@umich.edu
-- Web: <http://www.mais.umich.edu/online_help_desk/>

To: "HRMS Administrative Systems Users"
From: ITS-Inform
Subject: HRMS Update, Issue #41, November 2009
Date: Tuesday, November 10, 2009

View the SA Update:
<http://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=30116>

All SA Updates are on My LINC at <https://maislinc.umich.edu>. Type “SA Update” in the Search box and
click GO.

FOR ASSISTANCE OR QUESTIONS
Contact the ITS Administrative Help Desk:
-- Phone: 734-936-7000, option 4
-- E-mail: maishelpdesk@umich.edu-- Web: <http://www.mais.umich.edu/online_help_desk/>

To: "Student Administration Systems Users"
From: ITS-Inform
Subject: SA Update, Issue #66, November 2009
Date: Tuesday, November 10, 2009

NEW FEATURES
The course includes:
-- Tips about how to an enter Exchange Visitor's personal data
-- An official, completed DS-2019 form
-- Exercises that closely resemble how you complete a DS-2019 form by using an exchange visitor's documentation
(passport, invitation letter, the J1 Exchange Visitor Information form)

Register for the HEE212 - Process DS-2019 Data eLearning course by clicking the “Register myself” link
(left side of page) at: <http://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=1469>

FOR ASSISTANCE OR QUESTIONS
Contact the ITS Administrative Help Desk:
-- Phone: 734-936-7000, option 2
-- E-mail: maishelpdesk@umich.edu-- Web: <http://www.mais.umich.edu/online_help_desk/>

To: "M-Pathways Users Who Enter DS-2019 Forms"
From: ITS-Inform
Subject: New Features Added to HEE212 - Process DS-2019 Data eLearning Course
Date: Monday, November 09, 2009

The new Enrollment tab displays campus-wide class enrollment data that allows you to easily view the overall demand for a course for the specified term(s). Data is based on the the number of students enrolled in a course for a term(s), their academic level, and academic career.

WHAT CAN YOU DO?
Deans, Curriculum Managers, and Curriculum Maintainers can use this feature
to:
-- View enrollment trends by Total Enrollment or Freshman Cohort.
-- Select the desired term(s), subject(s), and catalog number(s).
-- See academic level and academic career statistics for each term by class.
-- View enrollment trends for any school or college.

ACCESS
You were granted automatic access to this data and can view it by logging into M-Reports.(The navigation path is: University Business > Reporting > M-Reports.) Others needing this data can request access via the Online Access Request System (OARS).

LEARN MORE
Learn more about this feature and the other content areas in M-Reports.

FOR QUESTIONS OR ASSISTANCE
Contact the ITS Administrative Help Desk:
-- Phone: 734-936-7000, option 7
-- E-mail: maishelpdesk@umich.edu
-- Web: http://www.mais.umich.edu/online_help_desk/

From: ITS-Inform [mailto:its-inform@umich.edu]
Sent: Thursday, November 05, 2009 12:35 PM
To: "M-Reports Users with Enrollment Trend Reporting Access"
Subject: NEW! Track Enrollment Trends in M-Reports

INSTRUCTOR DOCUMENTATION
Instructors can access step-by-step procedures and a guided simulation in Faculty Business Help at: https://heprod.dsc.umich.edu/htmldoc/eng/dftie/lsaa/htm/sr_fb_teachingeval.htm.

If your department allows instructors to add questions to their teaching evaluations, please also inform them that they must add their questions before November 23. For other key dates in the teaching evaluation process and who to contact for form or template revisions, see the October 9 e-mail below.

IMPORTANT NOTES
-- Only instructors designated as a primary instructor in M-Pathways can add evaluation questions.
-- Primary instructors can add questions only to the home section of a cross-listed class.
-- The ability for a primary instructor to add questions is associated with evaluation templates. Contact the Office of Examinations and Evaluations (E&E) to change template settings.

=======Forwarded Message=======

From: Office of Evaluations and Examinations
Send: Friday, October 9, 2009
To: "M-Pathways Users with the SR Evaluation Order Role"
Subject: Please Order Fall 2009 Teaching Evaluations

Department administrative staff should complete their orders for Fall 2009 end-of-course teaching evaluations in M-Pathways by October 23, 2009.

ORDERING PROCEDURES UPDATED
Ordering procedures from the Evaluation Summary page have been modified to ensure data validity. The supporting documentation for teaching evaluation order entry has been updated to reflect the system changes:
-- Assign Teaching Evaluation Templates by Subject Area - http://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=26826&
-- Assign Teaching Evaluation Templates by Class - http://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=30010
-- Modify/Delete Teaching Evaluation Orders - http://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=30011

KEY DATES
-- October 23, 2009: Departments must complete teaching evaluation orders for regular-term classes.
-- October 24 – November 23, 2009: Primary instructors may add optional questions to their evaluation orders if permitted by department policies.
-- November 24, 2009: No further changes permitted to Fall 2009 end-of-course evaluation orders.

NEED CORE FORM OR TEMPLATE REVISIONS?
To request that Evaluations and Examinations (E&E) make revisions before you assign templates, contact Anna Shih or Jim Kulik:
-- Phone: 734-764-3497
-- E-mail: EandE@umich.edu

FOR ASSISTANCE OR QUESTIONS
For evaluation assistance, contact E&E:
-- Phone: 734-764-3497
-- E-mail: EandE@umich.edu

For M-Pathways assistance, contact the Help Desk:
-- Phone: 734-936-7000, option 4
-- Web: http://www.mais.umich.edu/online_help_desk/

cc: Select Student Administration Unit Liaisons

To: "M-Pathways Users with the SR Evaluation Order Role"
From: Office of Evaluations and Examinations
Subject: Notify Instructors that Fall 2009 Teaching Evaluations Are Available
Date: Monday, October 26, 2009

TEXTBOOK ENTRY DOCUMENTATION
-- For class instructors entering textbook information in the Faculty Center, click the Help
link located on the Faculty Center pages or go to .
-- For staff entering textbook information in M-Pathways, search for "textbooks" in My LINC
at <https://maislinc.umich.edu>

FOR ASSISTANCE OR QUESTIONS
Contact the Help Desk:
-- Phone: 734-936-7000, option 4
-- Web: <http://www.mais.umich.edu/online_help_desk/>

To: "Winter 2010 Class Instructors and M-Pathways Users with the SR CLASS MAINTAINER and SR TEXTBOOK MAINTAINER Roles"
Cc: Select Student Administration Unit Liaisons, M-Pathways SR REGISTRARS OFFICE role
From: ITS-Inform
Subject: Textbook Order Entry Timeline for Winter 2010
Date: Wednesday, October 21, 2009

ORDERING PROCEDURES UPDATED
Ordering procedures from the Evaluation Summary page have been modified to ensure data validity. The supporting documentation for teaching evaluation order entry has been updated to reflect the system changes:
-- Assign Teaching Evaluation Templates by Subject Area - http://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=26826&
-- Assign Teaching Evaluation Templates by Class - http://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=30010
-- Modify/Delete Teaching Evaluation Orders - http://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=30011

SUPPORT LABS AVAILABLE
Support labs are being offered to acquaint users with the new procedures for order entry. Staff from the Office of Evaluations and Examinations and Information and Technology Services (ITS) will be available at lab sessions to:
-- Outline system enhancements
-- Answer questions
-- Assist users with order entry

To register for one of the available teaching evaluation labs, go to My LINC at https://maislinc.umich.edu and search on SRL303 Teaching Evaluation Lab.

KEY DATES
-- October 23, 2009: Departments must complete teaching evaluation orders for regular-term classes.
-- October 24 – November 23, 2009: Primary instructors may add optional questions to their evaluation orders if permitted by department policies.
-- November 24, 2009: No further changes permitted to Fall 2009 end-of-course evaluation orders.

NEED CORE FORM OR TEMPLATE REVISIONS?
To request that Evaluations and Examinations (E&E) make revisions before you assign templates, contact Anna Shih or Jim Kulik:
-- Phone: 734-764-3497
-- E-mail: EandE@umich.edu

FOR ASSISTANCE OR QUESTIONS

For evaluation assistance, contact E&E:
-- Phone: 734-764-3497
-- E-mail: EandE@umich.edu

For M-Pathways assistance, contact the Help Desk:
-- Phone: 734-936-7000, option 4
-- Web: http://www.mais.umich.edu/online_help_desk/

To:"M-Pathways Users with the SR Evaluation Order Role"
Cc: Select Student Administration Unit Liaisons
From: Office of Evaluations and Examinations
Subject: Please Order Fall 2009 Teaching Evaluations
Date: Friday, October 09, 2009

Beginning today, you can complete and submit an electronic Access and Compliance (AC) form. This new electronic process offers benefits for both staff requesting access to administrative systems data, and for Access Services in processing access requests.

Benefits for University Staff
• Eliminates need to print and fax paper form.
• Enables electronic submission of form.
• Eliminates need to store paper forms.
• Provides a convenient link to the AC form on Wolverine Access > University Business <https://wolverineaccess.umich.edu/university_biz_secondary.jsp>.

Benefits for Access Services
• Reduces time required to process access requests for customers.
• Reduces storage by eliminating need to maintain paper forms.

Note: Instructors were also notified by e-mail today. View the message in the What else is happening? section of the Project
InfoCenter at (http://www.mais.umich.edu/project_infocenter/announcement_what.php?guid=20090917095816)

RETAINING DATA FOR YOUR RECORDS
-- If needed, please run the Individual Response Report or the View Instructor with Comments Report before October 9. Instructions
on running reports are available in My LINC (https://maislinc.umich.edu) Search on keyword “evaluations.”
-- To request access to archived data after October 9, 2009, or for assistance with running reports, please contact the administrative
systems Help Desk at:
---- Phone: 734-936-7000, option 4
---- Web: <http://www.mais.umich.edu/online_help_desk/>

FOR ASSISTANCE OR QUESTIONS
For report interpretation or information on the evaluation process, contact the Office of Evaluations and Examinations:
-- Phone: 734-764-3497
-- E-mail: eande@umich.edu

To: "M-Pathways Users with the SR EVALUATION ORDER USER and SR EVALUATION REPORT USER Roles"
From: Office of Evaluations and Examinations
Subject: Winter 2009 Archived October 9, 2009
Date: Thursday, September 17, 2009

RETAINING DATA FOR YOUR RECORDS
-- If needed, please run the Individual Response Report or the View Instructor with Comments Report before October 9. Instructions on running reports are available on the Faculty Business Help pages
at: <https://heprod.dsc.umich.edu/htmldoc/eng/dftie/lsaa/htm/sr_fb_teachingeval.htm>.
-- To request access to archived data after October 9, 2009, or for assistance with running reports,
please contact the administrative systems Help Desk at:
---- Phone: 734-936-7000, option 4
---- Web: <http://www.mais.umich.edu/online_help_desk/>

REPORT DESCRIPTIONS
-- Instructor with Comments Report includes a combination of statistical rating results and anonymous comments of each student responding to the evaluation.
-- Individual Responses Report provides the anonymous comments and ratings of each student responding to the evaluation.
-- Instructor Report provides statistical rating results.

FOR ASSISTANCE OR QUESTIONS
For report interpretation or information on the evaluation process, contact the Office of Evaluations
and Examinations at:
-- Phone: 734-764-3497
-- E-mail: eande@umich.edu

To: "WN09 Instructors with Evaluations Assigned"
From: Office of Evaluations and Examinations
Subject: Winter 2009 Individual Response Data Archived October 9, 2009
Date: Thursday, September 17, 2009

The Degree Audit Data tables in the Student Records data set and the associated SA03 BusinessObjects universe were refreshed on Saturday, September 12, for Fall 2009.

Note: This is the last refresh notification e-mail you will receive. In the future, refer to the Student Records Data Set Refresh Schedule for normal refresh dates and times at:
<http://www.mais.umich.edu/reporting/datasets_refresh.html#stu>

FOR ASSISTANCE OR QUESTIONS
Contact the Help Desk:
-- Phone: 734-936-7000, option 7
-- Web: http://www.mais.umich.edu/online_help_desk/>

We are now Information and Technology Services (ITS). Learn more about the new organization at: http://www.its.umich.edu>

From: ITS-Inform (formerly MAIS.Inform) [its-inform@umich.edu]
To: “M-Pathways Student Records Data Set Users”
cc. Student Administration Unit Liaisons
Subject: Degree Audit Data Tables in the Student Records Data Set Are Refreshed
Sent: Monday, September 14, 2009 11:17 AM

The athletic certification process is a partnership between the Compliance Services Office, the Office of the Registrar, and Schools and Colleges.

ADDITIONAL RESOURCES
For additional information on:
-- Student athletic participation information in M-Pathways, see the ‘Add/Update and View Athletic Participation Information - Step-by-Step Procedure’ in My LINC http://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=23497
-- M-Pathways Service Indicators, see the ‘Service Indicators - Quick Reference Sheet’ in My LINC http://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=1131
-- Athletic participation compliance at U-M, see the Compliance Services Office – The University of Michigan web page http://www.mgoblue.com/compliance/article.aspx?id=97424

FOR ASSISTANCE OR QUESTIONS
Contact the Help Desk:
-- Phone: 734-936-7000, option 4
-- Web: <http://www.mais.umich.edu/online_help_desk/>

To: "Select Staff from the Office of the Registrar, Compliance Services Office, and Admissions Advisory Group"
cc. Student Administration Unit Liaisons and SRCAA Advisory Group
From: MAIS.Inform [mailto:mais.inform@umich.edu]
Subject: Student Athletic Certification Improvements in M-Pathways
Date: Monday, August 31, 2009

Spring/Summer and Summer 2009 Teaching Evaluation final reports can now be run by staff in M-Pathways and by instructors in Wolverine Access, Faculty Business.

Note: Instructors were also notified by e-mail today. View the message in the What else is happening? section of the Project InfoCenter:
<http://www.mais.umich.edu/project_infocenter/what_else_home.php>

NEW REPORT
-- A new report that combines summary report data and individual comment data is now available in M-Pathways. This report is also available to instructors in the Faculty Center. View the updated ‘Run Teaching Evaluation Reports’ step-by-step procedure for more information at http://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=28164&.>

IMPORTANT REPORT GENERATION INFORMATION
When running reports, please keep this information in mind:
-- System enhancements require that you add a new Run Control ID for each report and ensure the server name field is equal to PSUNX. Please see the updated ‘Run Teaching Evaluation Reports’ step-by-step procedure referenced above.
-- During this time of heavy system usage, we ask that you run these reports in the M-Pathways HEODS reporting environment: Wolverine Access > University Business > Reporting > HEODS.
--Teaching evaluation data will be available in HEODS tomorrow morning.
-- Running the reports for an entire department may take several hours and will display all the results in one PDF file.
-- We recommend that you run large batches of reports in HEODS and later in the day. You can retrieve the PDF files the following morning.
-- Individual response data will only be available for a limited time. You will be notified before the individual response data is removed.

SHARED REPORTS
-- To facilitate department specific reporting needs, group reports of class medians are now available to those with access to the SA03 BusinessObjects universe. For more information, see the ‘Teaching Evaluations Data and Shared Reports Added to Student Records Data Set’ archived communication at <http://www.mais.umich.edu/project_infocenter/announcement_what.php?guid=20090518110222>

HELP DOCUMENTATION
-- Instructors access teaching evaluation reports in the Faculty Center. For details, see the Faculty Business Help pages at <https://heprod.dsc.umich.edu/htmldoc/eng/dftie/lsaa/htm/sr_fb_teachingeval.htm>
-- Staff access teaching evaluation reports in M-Pathways. For details, see the documentation in My LINC (https://maislinc.umich.edu). Search on key word “evaluations.”

FOR ASSISTANCE OR QUESTIONS

For report interpretation or information on the evaluation process, contact the Office of Evaluations and Examinations:
-- Phone: 734-764-3497
-- E-mail: eande@umich.edu

For assistance with running reports, contact the Help Desk:
-- Phone: 734-936-7000, option 4
-- Web: Online Help Desk

cc. Select Student Administration Unit Liaisons

From: Office of Examinations and Evaluations
Sent: Friday, August 28, 2009 9:23 AM
To: "M-Pathways Users with the SR EVALUATION ORDER Role and SR EVALUATION REPORT USER Role"
Subject: Now Available: Summer 2009 Teaching Evaluation Reports

Spring/Summer and Summer 2009 Teaching Evaluation Reports are now available in Wolverine Access, Faculty Business.

You can access three reports for each of your classes:
-- NEW! An Instructor with Comments Report: includes a combination of statistical rating results and anonymous comments of each student responding to the evaluation.
---- An Instructor Report: provides statistical rating results.
---- An Individual Responses Report: provides the anonymous comments and ratings of each student responding to the evaluation.

Note: Quantitative rating results will be available indefinitely. Student comment data will only be available for a limited period of time. You will receive notification before comment data is removed.

NAVIGATE TO REPORTS IN THE FACULTY CENTER
The basic steps to view reports are outlined below. More details are available on the Faculty Business Help pages at: <https://heprod.dsc.umich.edu/htmldoc/eng/dftie/lsaa/htm/sr_fb_teachingeval.htm>

1. Verify that your browser’s pop-up blocker is turned off.
2. Select the Spring/Summer 2009 or the Summer 2009 term to view your Summer 2009 classes.
3. Click the Teaching Evaluations icon on the row of the class you wish to view.
4. Select each of the evaluation reports links to view teaching evaluation data. If no evaluation report links display, it means one of the following conditions exists:
-- No student responses were submitted.
-- The class grade roster was not posted.
-- An evaluation was not established for the class.
5. When finished reviewing, close the PDF reports.
6. Click the Return to Faculty Center link at the bottom of the page, to return to your class list for Spring/Summer 2009. If you navigate to the Faculty Center via the left-hand menu, you will return to the current term information.

SHARED REPORTS
-- Group reports of class medians are now available to those with access to Student Records data in BusinessObjects. For more information, see the ‘Teaching Evaluations Data and Shared Reports Added to Student Records Data Set’ archived communication at: http://www.mais.umich.edu/project_infocenter/announcement_what.php?guid=20090518110222>

FOR ASSISTANCE OR QUESTIONS

For report interpretation or information on the evaluation process, contact the Office of Evaluations and Examinations:
-- Phone: 734-764-3497
-- E-mail: eande@umich.edu

For assistance with running reports, contact the Help Desk:
-- Phone: 734-936-7000, option 4
-- Web: Online Help Desk

cc. Select Student Administration Unit Liaisons

From: Office of Evaluations and Examinations [eande@umich.edu]
Sent: Friday, August 28, 2009 9:18 AM
To: Summer 2009 Class Instructors
Subject: Now Available: Summer 2009 Teaching Evaluation Reports

View the SA Update

All SA Updates are on My LINC. Type “SA Update” in the Search box and click GO.

FOR ASSISTANCE OR QUESTIONS
Contact the Help Desk:
-- Phone: 734-936-7000, option 4
-- Web: <http://www.mais.umich.edu/online_help_desk/>

To: "All M-Pathways Student Administration Users"
Cc: Student Administration Unit Liaisons
From: MAIS.Inform
Subject: SA Update, Issue #65, August 2009
Date: Wednesday, August 19, 2009

View the HRMS Update

All HRMS Updates are on My LINC. Type “HRMS Update” in the Search box and click GO.

FOR ASSISTANCE OR QUESTIONS
Contact the Help Desk:
-- Phone: 734-936-7000, option 5
-- Web: <http://www.mais.umich.edu/online_help_desk/>

To: "All M-Pathways HRMS Users and M-Pathways Human Resources and Payroll Data Set Users"
Cc: Human Resource Management System Unit Liaisons
From: MAIS.Inform
Subject: HRMS Update, Issue #40, August 2009
Date: Wednesday, August 19, 2009

PENDING (ANTICIPATED) AID DEADLINE:
Awards entered by the end of business on August 13, 2009, will appear as pending aid on students' accounts.
-- Pending aid is aid that students would receive if disbursement rules are met, and is intended to pay charges on students' accounts.
-- For pending aid to be reflected on account summaries and billing statements, award entry must be completed four weeks before the term starts.
-- The “Student Billing and Due Date Planning Calendar - Fall Term 2009” details processing due dates for tasks related to the billing schedule is in My LINC at:
<http://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=29695>

DEADLINES FOR DISBURSEMENT OVERRIDES:
A disbursement override is required when an awarding office determines a student does not need to meet a disbursement rule(s) for a Financial Aid Item Type. Disbursement override requests are due to OFA by noon on:
-- August 13, 2009, for the pending aid to display on students' fall billing statements.
-- August 28, 2009, for the beginning of Fall Term 2009 disbursement. This will ensure delivery of funds to the student on Thursday, September 3, 2009.

SPECIAL HANDLING REQUESTS FOR BEGINNING OF TERM:
Special Handling Requests must be received by Payroll no later then 5:00 p.m., on Friday, August 28, 2009.

FALL 2009 EXCEPTIONS TO DEADLINES AND FUNDS DELIVERY:
Enter awards by:
-- Friday, August 28; for funds delivery on Thursday, September 3.
-- Wednesday, September 2; for funds delivery on Tuesday, September 8.
-- Wednesday, October 7; for funds delivery on Tuesday, October 13.
-- Monday, November 23; for funds delivery on Friday, November 27.
-- Tuesday, December 15; for funds delivery on Friday, December 18.

MONTHLY STIPEND DISBURSEMENT DATES:
For Disbursement Plans 02 and 03, enter awards by:
-- Wednesday, September 16; for funds delivery on Monday, September 21.
-- Wednesday, October 14; for funds delivery on Monday, October 19.
-- Wednesday, November 11; for funds delivery on Monday, November 16.
-- Wednesday, December 9; for funds delivery on Monday, December 14.

IMPORTANCE OF EARLY AWARD ENTRY:
Departmental aid can impact a student's eligibility for need-based financial aid. It is very important that you enter departmental aid in advance of fund disbursement in order to:
-- Provide OFA with time to adjust aid packages, as needed
-- Prevent disbursement delays for students' need-based aid
-- Ensure students receive their funds at the beginning of the term to cover critical costs, such as book and supply purchases and living expenses

FINANCIAL AID FORMS AND INSTRUCTIONS:
To obtain resources related to these reminders, visit: <http://www.mais.umich.edu/student/faforms.html>

FOR ASSISTANCE OR QUESTIONS:
Contact OFA at: sfps@umich.edu.

To: "M-Pathways Users Who Enter and Monitor Financial Aid Awards"
CC: Student Administration Unit Liaisons
From: Office of Financial Aid
Date: Tuesday, August 11, 2009
Subject: Fall 2009 Disbursement - Important Information

These changes apply to both the production and HEODS reporting environments. You will still be able to run your existing queries, but the query results returned will change.

Changes include:
-- Structure changes to existing tables
-- Modifications to Ethnic Group values
-- Use of Primary Indicator
-- New table views

RESOURCES
-- For details about these changes see Race and Ethnicity Tables - Overview of Changes in My LINC at: <http://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=29725>
-- Find details about Race/Ethnicity modifications in the U-M Data Warehouse in My LINC at:
<http://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=29707>
-- Find information about the new IPEDS Race/Ethnicity data collection and reporting approach at:
<http://www.provost.umich.edu/reports/FAQ_Race_and_Ethnicity.pdf>
<http://www.provost.umich.edu/reports/RaceEthnicityDataCollection.pdf>

FOR ASSISTANCE OR QUESTIONS
Contact the Help Desk:
-- Phone: 734-936-7000, option 7
-- E-mail: maishelpdesk@umich.edu
-- Web: <http://www.mais.umich.edu/online_help_desk/>

To: "PS Query and Remote Data Access Users Who Use Race/Ethnicity Data"
CC: MAIS Unit Liaisons
From: MAIS.Inform
Subject: M-Pathways Race/Ethnicity Changes Effective August 10
Date: Monday, August 10, 2009

In various budget forum discussions across campus over the past year, including the Provost's Prudence Panel, discontinuing centrally printed and distributed reports was frequently suggested as a good opportunity for cost savings. In addition, the move to online GPRs and SOAs will support the university's green initiatives. Given the convenient online ways that are currently available to access and view GPR and SOA data, many units across campus, in fact, have already voluntarily suppressed central printing of these reports in an effort to reduce costs and benefit the environment.

In the near future, you'll begin receiving detailed information about this project, including the timing of the rollout and the different options that are available to you to get your GPRs and SOAs. These options, which include M-Pathways, Business Objects and others, will allow you to get your GPR and SOA data much faster than waiting for the actual printed reports to arrive.

Our team is committed to making this change as seamlessly as possible, with minimal impact to you and your department.
If you have any questions or would like more information, please don't hesitate to contact me. Thank you for your support of our efforts to be good stewards of the university's financial resources and for taking steps to positively impact the environment.

To: "Hardcopy GPR Recipients; Hardcopy SOA Recipients; BAG; SAPOCs; Financial and HRMS Unit Liaisons"
From: Cheryl L. Soper, Controller & Director of Financial Operations
Subject: Suppressing Central Printing of GPRs and SOAs
Date: Friday, August 07, 2009

UPGRADE TIMELINE
The upgrade will take eleven days and is scheduled for:
-- 5:00 p.m., Friday, August 14 - 6:00 a.m., Monday. August 24
-- ImageNow/WebNow v.6.1.6 available, Monday, August 24

WHAT YOU SHOULD KNOW
-- All users can view existing documents during the upgrade using the current version of WebNow with one exception: 5:00 - 9:00 p.m., Friday, August 14, to allow for completion of pre-upgrade tasks.
-- Please review the 'Change Applets in WebNow' procedure prior to accessing WebNow for the first time for information that can make using WebNow more efficient. View the procedure in My LINC at:
<http://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=29676>

ImageNow Scanners:
-- Please do not scan documents during the upgrade. To do so means that you will have to rescan them after the upgrade is complete.
-- Document Imaging will maintain their regular pickup schedule to allow time to prepare documents for scanning once the system is available.
---- If you need immediate access to specific documents during the upgrade, we suggest you keep them at your location and submit them to us at the regular pickup time on Friday morning, August 21.

ACCESS AND NEW WORK/ENHANCEMENT FREEZE
-- Access freeze August 10 - 24: Requests for ImageNow/WebNow access submitted during this time will be processed after August 24.
-- New Work/Enhancements freeze now through August 24: Requests for new work or enhancements to existing documents submitted during this time will be processed after August 24.

STAY INFORMED
-- Find information about version 6.1.6 under the ImageNow and WebNow subcategory in My LINC at:
<http://maislinc.umich.edu/maislinc/lang-en/taxonomy/TAX_NodeDetails.asp?RootNodeID=-1&UserMode=0&Action=show&NodeID=308>

Watch for upgrade announcements on:
-- Wolverine Access <https://wolverineaccess.umich.edu/uPortal/render.userLayoutRootNode.uP>
-- The What else is happening? page on the Project InfoCenter <http://www.mais.umich.edu/project_infocenter/what_else_home.php>
-- Citrix (for ImageNow users)
-- The Document Management and Imaging page <http://www.mais.umich.edu/docimaging/upgrade_form.html>

FOR ASSISTANCE OR QUESTIONS
Contact the Help Desk:
-- Phone: 734-936-7000, option 7
-- E-mail: maishelpdesk@umich.edu
-- Web: <http://www.mais.umich.edu/online_help_desk/>

To: "ImageNow/WebNow Users"
CC: MAIS Unit Liaisons
From: MAIS.Inform
Subject: Prepare for August 2009 ImageNow/WebNow v.6.1.6 Upgrade
Date: Thursday, August 06, 2009

ACTION ITEM
Please forward this e-mail to additional staff in your department who may need to know about these changes.

RACE/ETHNICITY MODIFICATIONS
Modifications will be made in response to the Higher Education Opportunity Act passed August 14, 2008, that requires all Postsecondary institutions to collect and report data on race and ethnicity in a substantially different manner than previously reported. Changes include:
-- Values in the Ethnic Group fields
-- New race/ethnicity reporting fields in several Student Administration data sets and their related BusinessObjects universes

TIMELINE
Changes will go into effect:
-- August 10, 2009, for Admissions Roster, Recruiting and Admissions and Student Records data sets.
-- August 14, 2009, for Financial Aid/Student Financials and the Human Resource data sets.
-- For all other impacted Student Administration and Human Resource data sets, the changes will be reflected the next time they are scheduled to be refreshed. View refresh schedules at:
http://www.mais.umich.edu/reporting/datasets_refresh.html#stu

RESOURCES
-- Details about upcoming changes to the data sets are on the MAIS website and in My LINC
-- Updated data dictionaries for the following data sets will be available on August 10:
Recruiting and Admissions, Student Records, Financial Aid/Student Financials and Admissions Snapshot.
Updates to other data dictionaries are not required.
-- Find information about the new IPEDS Race/Ethnicity data collection and reporting approach at:
<http://www.provost.umich.edu/reports/FAQ_Race_and_Ethnicity.pdf>
<http://www.provost.umich.edu/reports/RaceEthnicityDataCollection.pdf>

FOR ASSISTANCE OR QUESTIONS
Contact the Help Desk:
-- Phone: 734-936-7000, option 7
-- E-mail: maishelpdesk@umich.edu
-- Web: <http://www.mais.umich.edu/online_help_desk/>

To: "M-Pathways Student Administration and Human Resource Data Set Users"
From: MAIS.Inform
Subject: Ethnicity/Race Reporting Changes Coming Soon To Student Administration and Human Resource Data Sets
Date: Monday, August 03, 2009

IMPORTANT DATES
-- July 28, close of business: No changes will be made to reports in the UM-Maintained Reports folder after this date.
-- After August 11, close of business:
---- No changes will be made to BusinessObjects universes.
---- Any changes to items in the User Shared folder will not be saved.
---- Any changes made to your Inbox or Favorites will not be saved.
---- Access requests can be submitted after this date but will not be processed until after the upgrade.
-- August 17, 8:00 a.m.: Version XI 3.1 is available.

WHAT YOU CAN DO TO PREPARE
Please review and delete old or unused Inbox and personal Favorites items by August 10. This will help to ensure that obsolete items are not migrated to the new system.

BUSINESSOBJECTS XI 3.1 BENEFITS
-- Both InfoView and WebI access continue to be supported.
-- Enhanced report formatting capabilities for InfoView users that allows you to format text, columns,
and layout. Visit My LINC (https://maislinc.umich.edu) closer to implementation for details on changes.

ADDITIONAL INFORMATION
Resources available on Monday, August 17:
-- Plan on registering now and attending the BOTV Live webinar on What's New in BusinessObjects XI 3.1
on August 17. Visit My LINC to register for the session at:
http://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=29675
-- Getting Started Guide on My LINC.

NEXT STEPS
-- Watch for upgrade announcements on Wolverine Access (https://wolverineaccess.umich.edu) and the What
else is happening? page on the Project InfoCenter (http://www.mais.umich.edu/project_infocenter/what_else_home.php)
as we get closer to implementation.
-- BusinessObjects-related web updates are currently in progress.

FOR QUESTIONS OR ASSISTANCE
Contact the Help Desk:
-- Phone: 734-936-7000, option 7
-- E-mail: maishelpdesk@umich.edu
-- Web: <http://www.mais.umich.edu/online_help_desk/>

To: "U-M Data Warehouse BusinessObjects Users and MAIS Unit Liaisons"
From: MAIS.Inform
Subject: BusinessObjects XI 3.1 Upgrade Coming August 17
Date: Wednesday, July 22, 2009 11:14 AM

PREREQUISITES
To participate, users must have access to the Student Records and/or Third Week Count data sets, and also have a valid BusinessObjects ID and password. Users must also complete the associated eLearning courses listed below prior to attending the lab.

Student Records data set eLearning courses-
-- SRE003 Introduction to the Student Records Data Set:
<https://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=25780&CallerURL=/maislinc/lang-en/taxonomy/TAX_Search.asp?UserMode=0&NodeID=0&SelectedNodeID=0&VSC=ItemName&VSO=A&SourceRef=-1&DispMode=normal&AdvType=0&SearchStr=sre003&See=Search>

-- SRE013 Modifying a UM-Maintained Student Records Data Set Report:
<https://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=25781>

-- SRE023 Using the Academic Record, Enrollment, and Academic Degree Folders in the Student Records Data Set:
<https://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=25903>

-- SRE033 Using Course, Class, Transfer Credit, Personal, Test, and Other Data in the Student Records Data Set:
<https://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=25935>

Third Week Count data set eLearning course-
-- SRE004 Introduction to the Third Week Count Data Set:
<https://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=1223&CallerURL=/maislinc/lang-en/taxonomy/TAX_Search.asp?UserMode=0&NodeID=0&SelectedNodeID=0&VSC=ItemName&VSO=A&SourceRef=-1&DispMode=normal&AdvType=0&SearchStr=sre004&See=Search>

LAB DATES and TIMES
Monday, August 10:
8:00 - 10:00 a.m.
10:00 a.m. - noon
12:30 - 2:30 p.m.

Tuesday, August 11:
8:00 - 10:00 a.m.
10:00 a.m. - noon
12:30 - 2:30 p.m.

Thursday, August 13:
8:00 - 10:00 a.m.
10:00 a.m. - noon
12:30 - 2:30 p.m.

REGISTRATION
To sign up for a lab, please e-mail Candace Adams at candya@umich.edu. Please indicate your preferred date and time, specific information about the things with which you need help, and if you need directions. When you come to the lab, please bring your data dictionaries with you.

All labs will be held in the Registrar's Office at 500 S. State Street (1210 LSA Bldg). Each lab session can accommodate up to two individuals. You can sign up for a lab up to three days before the lab session if space is still available. If you have additional questions, please call Candace Adams at (734) 647-3621.

To: "M-Pathways Student Records and Third Week Count Data Set Users"
From: MAIS.Inform
Subject: Student Records Data Warehouse Support Labs Available
Date: Monday, July 20, 2009

TEXTBOOK ENTRY DOCUMENTATION
-- For class instructors entering textbook information in the Faculty Center, click the Help link located on the Faculty Center pages or go to <https://heprod.dsc.umich.edu/htmldoc/eng/dftie/lsaa/htm/sr_fb_textbooks.htm>.
-- For staff entering textbook information in M-Pathways, search for “textbooks” in My LINC at <https://maislinc.umich.edu>.

M-PATHWAYS REPORTS FOR STAFF
M-Pathways reports allow staff to view textbook information entered for selected classes or a list of classes with no textbook information. For more information, see the “Run Textbook Reports Step-by-Step Procedure” in My LINC at <https://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=28952>.

FOR ASSISTANCE OR QUESTIONS
Contact the Help Desk:
-- Phone: 734-936-7000, option 4
-- E-mail: maishelpdesk@umich.edu
-- Web: <http://www.mais.umich.edu/online_help_desk/>

To: "Fall 2009 Class Instructors and M-Pathways Users with the SR CLASS MAINTAINER and SR TEXTBOOK MAINTAINER Roles"
From: MAIS.Inform
Subject: Textbook Order Entry Deadline July 28, 2009
Date: Monday, July 20, 2009

The calendar includes charts for each Disbursement Plan, with the anticipated financial aid disbursement dates for the 2009-2010 academic year. Each date represents the earliest date on which funds can be disbursed. As in the past, the calendar indicates exceptions to award entry deadlines and funds delivery dates.

AWARD ENTRY NOTES:
-- It is important to review the calendar for changes to award entry deadlines, particularly if you enter monthly stipends.
-- If you enter awards for a specific Disbursement ID AFTER the disbursement date has passed, funds will be disbursed on the next weekly cycle.
-- Students will be able to view their anticipated (pending) aid before the actual disbursements occur.

FOR ASSISTANCE OR QUESTIONS
Contact the MAIS Help Desk:
-- Phone: 734-936-7000, option 4
-- E-mail: maishelpdesk@umich.edu

To: "M-Pathways Users Who Enter or Monitor Financial Aid Awards"
Subject: Financial Aid Disbursement Calendar for Aid Year 2010 Available
From: MAIS.Inform
Date: Thursday, July 09, 2009

-- Financial aid budgets have been updated with the actual tuition rates. The tuition component of each student's financial aid budget is calculated based on full-time attendance.

-- Tuition-valued awards that were entered prior to June 22, 2009, or Aid Year 2010, have been updated based on the new rates. A tuition-valued award has its amount calculated automatically based on the value in the "Calc Flag" field. Tuition-valued awards entered on or after June 22, 2009, were calculated automatically with the updated tuition rates.

-- Awards entered after August 13, 2009, will not appear as aticipated (pending) aid on students' accounts. Please communicate accordingly with your students. Anticipated aid is aid that students would receive if disbursement rules are met, and is intended to pay charges on students' accounts.

-- The first posting to students' accounts for actual tuition charges for Fall 2009 for most students will begin on August 7, 2009. It will be calculated nightly thereafter based on student enrollment activity.

FOR ASSISTANCE OR QUESTIONS
Contact the MAIS Help Desk:
-- Phone: 734-936-7000, option 4
-- E-mail: maishelpdesk@umich.edu
-- Web: <http://www.mais.umich.edu/online_help_desk>

To: "M-Pathways Users Who Enter or Monitor Financial Aid Awards"
Subject: Tuition-Valued Awards Updated with Re-Budgeted Tuition Values
From: MAIS.Inform
Date: Wednesday, July 08, 2009

NOW, BOTH REPORTS:
-- Display all active rooms, regardless of utilization status, allowing you to better evaluate opportunities
for room use for the term or date range.
-- Can be run by Event Type (e.g, CRSE, CURR, NONC) to limit the results to a specific usage.
-- Contain a “Meetings” tab that lists details for classes/events occurring in each room (24 hours/7 days).

“AT-A-GLANCE” UTILIZATION DATA
Each report offers options to quickly view room utilization data for the specified term or date range:
-- The “Overall Utilization” charts in the Classroom Utilization by Dept or Dept Group reports show the seat or time utilization goal for the rooms and the variance from that goal.
-- The “High and Low” tab in the Classroom Utilization by Bldg report lists rooms by time utilization
percentage.

FOR ASSISTANCE OR QUESTIONS
Contact the MAIS Help Desk:
-- Phone: 734-936-7000, option 7
-- E-mail: maishelpdesk@umich.edu
-- Web: http://www.mais.umich.edu/online_help_desk/

Check out the look and feel of the NEW Wolverine Access. Make it your default Gateway: http://wolverineaccess.umich.edu/uPortal/render.userLayoutRootNode.uP.

Keywords: Classroom Utilization

To: "Space Management BusinessObjects Users"
Subject: Updated Classroom Utilization Reports
From: MAIS.Inform
Date: Tuesday, June 16, 2009

RESOURCES
Uploading Employee Supervisor Information Reference Document: <http://maislinc.umich.edu/mais/pdf/HR_UAW_supvID_RD.pdf>

FOR QUESTIONS OR ASSISTANCE
Contact the Help Desk:
-- Phone: 734-936-7000, 5
-- E-mail: maishelpdesk@umich.edu

Keyword: Supervisor ID

From: MAIS.Inform
Sent: Friday, May 29, 2009
To: "M-Pathways HR Total Appointment View User"
Subject: Retrieve Supervisor ID Data with New M-Pathways Functionality

WHAT YOU NEED TO KNOW
-- The June 1, BOTV episode, “What’s new in XI R3,” is cancelled and will be rescheduled closer to the new implementation date. You will receive a cancellation notice soon if you registered for this session.
-- The freeze on BusinessObjects access requests has been lifted until further notice.

We’ll notify you soon after a new implementation date is selected. Thank you for your patience.

FOR QUESTIONS
Contact the MAIS Help Desk
-- Phone: 734-936-7000, option 7
-- E-mail: maishelpdesk@umich.edu

Keywords: BusinessObjects Upgrade

To: U-M Data Warehouse BusinessObjects Users and MAIS Unit Liaisons
From: MAIS.Inform
Date: May 27, 2009
Subject: BusinessObjects Web Intelligence (WebI) Upgrade Postponed

After completing your orders, please let your instructors know that their evaluations are ready for review in the Faculty Center of Wolverine Access. Also, where department policy allows, primary instructors may add questions to their evaluation forms after department orders are complete, but all additions must be made by the Key Dates outlined below. Instructors with questions about their evaluations should contact their departments immediately.

If any of the core forms (or templates) used by your department need to be revised for these terms, you should ask Evaluations and Exams (E&E) to make the revisions before you assign the templates. You may contact Anna Shih or Jim Kulik by phone at 734-764-3497 or by e-mail at EandE@umich.edu.

KEY DATES
-- June 9, 2009: Last day changes are allowed to Spring 2009 TQ evaluation orders.
-- August 4, 2009: Last day changes are allowed to Spring/Summer 2009 TQ evaluation orders.
-- August 4, 2009: Last day changes are allowed to Summer 2009 TQ evaluation orders.

FOR ASSISTANCE OR QUESTIONS
Ordering procedures are unchanged from previous terms. If you need further information
on ordering procedures, search on “Teaching Evaluations” in My LINC at <https://maislinc.umich.edu>.

For evaluation assistance, contact E&E:
-- Phone: 734-764-3497
-- E-mail: EandE@umich.edu

For M-Pathways assistance, contact the MAIS Help Desk:
-- Phone: 734-936-7000, option 4
-- E-mail: maishelpdesk@umich.edu

From: Office of Evaluations and Examinations
Sent: Tuesday, May 19, 2009
To: "M-Pathways Users with the SR Evaluation Order Role"
Cc: Select Student Administration Unit Liaisons

SHARED REPORTS:
Group reports of class medians are now available to those with access to the BusinessObjects SA03 universe. The reports include median results for every question, instructor, and class and are available in Public Folders > User-Shared > Office of Evaluations and Examinations.
-- Eval Summary by Department Code
-- Eval Summary by Median Group
-- Eval Summary by Subject

DATA INCLUDED:
-- New teaching evaluation tables are located in BusinessObjects in Stand Alone Folders > Class > Evaluations. Refer to the updated Student Records Data Dictionary at http://www.mais.umich.edu/reporting/studentdatasets.html#sr.
-- Evaluation data collected via the online teaching evaluation system beginning with the Fall 2008 term.
-- Summary statistical data, including medians and quartiles, for each class, instructor, and question. Individual rating and comment data is not included.

DOCUMENTATION RESOURCES:
The following documents are available on My LINC at https://maislinc.umich.edu.
-- Student Records Data Set in the Data Warehouse - Quick Reference includes a summary of the Student Records data set.
-- BusinessObjects InfoView and WebI Resources – Web Page includes links to important training resources for BusinessObjects users.

DATA SET ACCESS
If you do not have, but would like access to the Student Records data set, see ‘How to Request Access’ on the MAIS System Access page at http://www.mais.umich.edu/access/index.html.

FOR ASSISTANCE OR QUESTIONS
For data-related questions, contact the Office of Evaluations and Examinations:
-- Phone: 734-764-3497
-- E-mail: eande@umich.edu

For system-related questions contact the MAIS Help Desk:
-- Phone: 734-937-7000, option 7
-- E-mail: maishelpdesk@umich.edu

cc. Student Administration Unit Liaisons

From: MAIS.Inform
Sent: May 18, 2009
To: "M-Pathways Users with the SR EVALUATION ORDER USER and SR EVALUATION REPORT USER Roles and M-Pathways Student Records Data Set Users"

When the approved rates are budgeted in M-Pathways, OFA will update the amounts of previously entered tuition-valued awards to reflect the approved rates.

BATCH DISBURSEMENT COMPLETED FOR AID YEAR 2008:
The weekly batch disbursement process that applies financial aid to student accounts and distributes refunds via payroll will no longer include awards for Fall 2007 through Summer 2008. You may still enter or submit awards for those terms, but you will need to request a manual override for each award that needs to be disbursed.

If applicable, a refund will be distributed to the student in the next weekly payroll cycle after the disbursement override is completed. To request a disbursement override, please e-mail OFA at sfps@umich.edu and include:
-- "DISBURSEMENT OVERRIDE" in the subject line
-- Student's name and UMID
-- Financial Aid Item Type number and description
-- Aid year and term of the award
-- Reason for disbursement override (e.g., batch disbursement ended)

FOR ASSISTANCE OR QUESTIONS
Contact OFA at 763-4303 or send e-mail to sfps@umich.edu.

From: Office of Financial Aid [mais.inform@umich.edu]
Sent: May 18, 2009
To: "M-Pathways Users Who Enter and Monitor Financial Aid Awards"
Subject: 2010 Budgeting and 2008 Disbursement Information
Keywords: Financial Aid, 2010 Budgeting, 2008 Disbursement

1) CRS_TOPIC_DESCRLONG field added to CRSE_TOPIC table
Schools/colleges that use the optional class Long Description (DESCRLONG) field in M-Pathways can now use the field to facilitate school/college specific reporting (i.e., LSA class sub-titles.)

2) SCHED_PRINT_INSTR field added to CLASS_INSTR table
This field can be used to indicate whether the class instructor(s) name appears in the schedule of classes.

3) DEPT_GRP and CAMPUS_EVENT_NBR fields added to CLASS_TBL table
The following fields allow for more detailed space management reporting.
-- DEPT_GRP
-- DEPT_GRP_DESCR
-- DEPT_GRP_VP_AREA
-- DEPT_GRP_VP_AREA_DESCR
-- DEPT_GRP_CAMPUS
-- DEPT_GRP_CAMPUS_DESCR
-- CAMPUS_EVENT_NBR

4) New fields added to the CLASS_TBL table
The following fields allow for detailed reporting on combined sections when working with space management and teaching evaluation data.
-- CLASS_HOME_IND_CD
-- CLASS_DESCR254
-- TOTAL_ENRL_CAP
-- TOTAL_ENRL_TOT
-- TOTAL_WAIT_CAP
-- TOTAL_WAIT_TOT
-- OVERALL_ENRL_STAT

DATA DICTIONARY
The updated Student Records Data Dictionary is available on the MAIS Web site at: <http://www.mais.umich.edu/reporting/studentdatasets.html>.

FOR ASSISTANCE OR QUESTIONS
Contact the MAIS Help Desk:
-- Phone: 734-936-7000, option 7
-- E-mail: maishelpdesk@umich.edu

cc. Student Administration Unit Liaisons

From: MAIS.Inform [mailto:mais.inform@umich.edu]
Sent: Friday, May 15, 2009
To: "M-Pathways Student Records Data Set Users"
Subject: Enhancements to Student Records Data Set
Key words: Student Records Data Set

WHAT’S NEW?
This new version retains all the functionality of the current version, delivers new report formatting functionality for InfoView users, and supports use of Safari and Firefox browsers for Macintosh users.

WHAT YOU NEED TO KNOW
-- No outage during normal hours of operation for BusinessObjects is expected.
-- There will be a freeze on BusinessObjects access requests beginning Wednesday, May 27, through Friday, May 29. Users can still submit requests through OARS but those requests will not be processed until the upgrade is complete.
-- Any changes you make to reports in your Favorites after 12:01 a.m., Thursday, May 28, will not be carried forward to the new environment.
-- Default user preferences will be set for all users as of Monday, June 1. Any custom preferences you have set (such as the number of reports to display per screen) will likely need to be reapplied.
-- After June 1, please review any reports you run which are not UM-Maintained Reports to make sure they return the expected results.

NEXT STEPS
-- Plan to join us on June 1, 2:00 – 2:45 p.m., for a new BOTV episode on What’s New in XI R3. Register now on My LINC. For those who are unable to attend, a recording of the episode will be available later that day for viewing at your convenience.
-- Watch for e-mail, Wolverine Access and MAIS Project InfoCenter announcements with additional information about available training and support materials beginning in June.

FOR ASSISTANCE OR QUESTIONS
Contact the MAIS Help Desk
-- Phone: 734-936-7000, option 7
-- E-mail: maishelpdesk@umich.edu

Keyword: BusinessObjects Upgrade

To: U-M Data Warehouse BusinessObjects Users and MAIS Unit Liaisons
From: MAIS.Inform
Date: May 15, 2009
Subject: BusinessObjects Web Intelligence (WebI) Upgrade Coming June 2009

The Timesheet web page may be used to view Reported Time for 7 months. It continues to be used to enter Normal Prior Period Adjustments for up to 6 prior months.

NEW HEODS QUERIES
Four new queries in HEODS are now available to review Reported and Payable Time from July 1, 2001 through the present:
-- Reported Time by Employee ID: ODS_MTL_RPTD_TIME_EMPL_ARC
-- Reported Time by Static Group: ODS_MTL_RPTD_TIME_GROUP_ARC
-- Payable Time by Employee ID: ODS_MTL_PAYABLE_TIME_EMPL_ARC
-- Payable Time by Static Group: ODS_MTL_PAYABLE_TIME_GROUP_ARC

Note: The queries by Employee ID run much faster than the queries by Static Group.

FOR ASSISTANCE OR QUESTIONS
Contact the MAIS Help Desk:
-- Phone: 734-936-7000, option 5
-- E-mail: maishelpdesk@umich.edu

To: Electronic Timekeepers and Time Approvers
From: MAIS.inform
Date: May 13, 2009
Subject: New Archive Impacts on Reported and Payable Time

Accepted materials include:

• computer systems


• monitors


• telephones/cell phones


• televisions


• VCRs


• stereos


• cords/wires

• All e-waste will be destroyed and 100% recycled in the United States in an environmentally sound manner by an Environmental Protection Agency-certified company.


• Security precautions are made throughout the recycling process to ensure all data is destroyed.

It's open to the general public

• Tell your friends and neighbors in southeast Michigan. Dearborn and Flint are also hosting events.


• Small businesses and non-profits with large quantities of equipment are invited to participate on May 7-8. Locations and times vary.


• All U-M-owned equipment must be disposed of through Property Disposition; items that cannot be resold by Property Disposition are responsibly recycled in accordance with state and federal regulations through Occupational Safety & Environmental Health at U-M.

• Protect the environment -- Keep hazardous electronic equipment out of landfills


• Conserve natural resources -- Materials in your electronics are highly reusable

Fully reconcile your Statements of Activity online by using eReconciliation to:
-- View transaction detail for all journals (e.g., Payroll, Vouchers).
-- Mark transactions as reconciled at the summary or detailed level.
-- Annotate transactions to provide unit information.
-- Obtain reports displaying reconciled/annotated transaction data.

5,782 payroll, benefit, and student financials transactions were marked as reconciled in the first week this detail was available. To date, your colleagues have reconciled over 287,000 lines on their SOAs using eReconciliation.

INDIVIDUALIZED DEMOS AVAILABLE
MAIS Financial BSAs and Financial Operations will work with you to determine how to use eReconciliation, RTF Toolkit options (http://www.mais.umich.edu/fin/rtf_toolkit.html), and other University reporting options to your benefit.

Join your colleagues in learning about eReconciliation and more! Contact mais.fin.contact@umich.edu to arrange your free, individualized consultation.

FOR ASSISTANCE OR QUESTIONS
Contact the MAIS Help Desk:
-- Phone: 734-936-7000, option 3
-- E-mail: maishelpdesk@umich.edu

For additional information about the Real-Time Financials project, visit the RTF pages on the MAIS Web site at http://www.mais.umich.edu/fin/rtf.html.

To view this message in HTML format, visit http://www.mais.umich.edu/project_infocenter/what_else_home.php.

To: Department Managers, Project Administrators, and Statement of Activity Reconcilers
From: MAIS.Inform
Date: May, 1, 2009
Subject: Take another look at eReconciliation and the RTF Toolkit!

New Wolverine Access Gateway

The original e-mail is a follows:

From: MAIS.Inform
Sent: Friday, April 17, 2009 11:58 AM
To: "M-Pathways eReconciliation Users"
Subject: New: eReconciliation Detail for Payroll, Student Financials, and Imaged Journals

M-Pathways eReconciliation now offers comprehensive transaction detail to fully reconcile your Statements of Activity (SOA) online!

TRANSACTION DETAIL:
From the SOA Detail page, click the following links:
-- Expense link for a PY journal - opens the Payroll/Benefit Detail page to display Name, EmplID, ShortCode and other transaction data similar to the Gross Pay Register reports.
-- Expense link for an SFN journal - opens the Student Financials Detail page to display Name, EmplID, Item ID, and other transaction data for the SFN journals similar to the SOA Aid Disbursement Detail report.
-- Journal ID link for JU or 000 journals - opens the journal Header page.
From there, click the Imaged Document link to access available imaged documentation for that journal.

eRECONCILIATION REPORTS:
Two new detail reports have been added to the set of eRecon reports:
-- eRecon Payroll Detail
-- eRecon Student Financials Detail

RESOURCES:

New and updated eReconciliation documentation is available in My LINC.

For information about eReconciliation and other Real-Time Financials (RTF) toolkit options, see the
RTF pages on the MAIS web site.

FOR ASSISTANCE OR QUESTIONS
Contact the MAIS Help Desk:
-- Phone: 734-936-7000, option 3
-- E-mail: maishelpdesk@umich.edu

Want to reference this message again? Find it in the NEW MAIS Project InfoCenter.

The original e-mail is as follows:

From: Office of Financial Aid
Sent: Thursday, April 9, 2009
To: "M-Pathways Users Who Enter and Monitor Financial Aid Awards
Subject: Spring-Summer Disbursement - Important Information

FIRST SPRING-SUMMER 2009 DISBURSEMENTS
Award entry deadlines for the first disbursements of Disbursement Plans 01 “Term” and 03 “Monthly Special” are the end of business on:
-- Wednesday, April 29, for delivery of Spring and Spring/Summer funds to students on Monday, May 4
-- Wednesday, June 24, for delivery of Summer funds to students on Monday, June 29

MONTHLY STIPEND DISBURSEMENT - SPRING-SUMMER 2009
For Disbursement Plans 02 and 03, enter awards by:
-- Wednesday, May 6, for funds delivery on Monday, May 11
-- Wednesday, June 3, for funds delivery on Monday, June 8
-- Tuesday, June 30, for funds delivery on Monday, July 6
-- Wednesday, August 5, for funds delivery on Monday, August 10

DISBURSEMENT OVERRIDES
A disbursement override is required when an awarding office decides a student does not need to meet a disbursement rule for a Financial Aid Item Type. The override requests are due to OFA between:
-- Thursday, April 23, and noon on Tuesday, April 28, for delivery of Spring and Spring/Summer funds on Monday, May 4
-- Thursday, June 18, and noon on Tuesday, June 23, for delivery of Summer funds on Monday, June 29

SPECIAL HANDLING REQUESTS - BEGINNING OF 2009 TERMS
Special Handling Requests must be received at the University Payroll Office no later than 5:00 p.m. on:
-- Wednesday, April 22, for Spring and Spring/Summer
-- Wednesday, June 17, for Summer

IMPACT OF SPRING/SUMMER ENROLLMENT ON DISBURSEMENT RULES:
On April 9, Financial Aid Item Types (FAITs) that require full-time enrollment for disbursement have their required credit hours reduced automatically for Spring- Summer 2009 disbursement. M-Pathways divides the minimum credit hours by two, and rounds down as needed (e.g., 9 hours revised to 4 hours).

As a result of this rule change you should:
-- Cancel Fall/Winter 2009 awards that were not disbursed because the students did not meet the Fall/Winter enrollment requirements. These awards must be cancelled by Wednesday, April 15, to prevent disbursement of these awards to students who will meet the lowered Spring/Summer credit hour requirements.

NOTE: Contact OFA by Friday, April 24, if you want to retain the Fall/Winter credit hour requirements for your Spring-Summer 2009 awards.

FINANCIAL AID FORMS AND INSTRUCTIONS:
To access resources related to these reminders, visit the MAIS web site.

FOR ASSISTANCE OR QUESTIONS
Contact OFA at sfps@umich.edu.

The original message is as follows:

From: Office of Undergraduate Admissions
Sent: Thursday, April 02, 2009 8:43 AM
To: "Select Staff and M-Pathways Users with the FA Award Entry User and FA Award View User Roles"
Subject: New Negative Service Indicator

A new negative Service Indicator called "Final High School Transcript Requested" has been added to M-Pathways. Please share this information with other affected staff in your unit.

IMPACT TO STUDENTS
This Service Indicator only impacts a small number of currently enrolled students. These students have been notified directly by the Office of Undergraduate Admissions. Students with this negative Service Indicator will not be able to enroll for classes, but may add and drop classes.

INFORMATION FOR OFFICES AND SCHOOL/COLLEGES
-- As with all student holds, information about the impact and instructions for releasing the hold is available in the Student Center through Wolverine Access.
-- Staff can view these same details on a number of M-Pathways pages.
-- Students who request assistance should be directed to the appropriate office based on the specific holds listed in the Student Center.

RESOURCE
An updated Service Indicators Quick Reference Sheet is available on My LINC

QUESTIONS ABOUT THIS NEW SERVICE INDICATOR?
Staff and students: Contact the Office of Undergraduate Admissions at (734) 764-7433
Students: Visit

cc: Select Student Administration Unit Liaisons

Want to reference this message again? Find it in the NEW MAIS Project InfoCenter.

The original message is as follows:

From: MAIS.Inform
Sent: Wednesday, March 18, 2009 10:03 AM
To: "Staff Who Can View and Update the Friend Account Profile"
Subject: Change to Friend ID Process as of MARCH 18, 2009

Effective today, changes have been made to the Friend account process that tighten security around the use of a Friend account ID. The newly enhanced process strictly limits the use of the Friend account ID to access the New and Prospective Student Business on Wolverine Access.

IMPACTS OF NEW PROCESS
First time, newly matriculated students have a one-day grace period to allow them to create a Campus ID (uniqname). After the grace period, these students are required to use their uniqname to access New and Prospective Student Business.
Current students and staff must use their existing uniqname to access New and Prospective Student Business.

This enhanced security may result in questions from applicants who cannot access New and Prospective Student Business using a Friend account ID. To help you assist them, there are new fields on the M-Pathways Friend Account Profile page. A procedure (see link below) has been updated to provide guidelines and more details.

NEW FIELDS ON FRIEND ACCOUNT PROFILE PAGE
-- The top of the page now includes the applicant's name, EmplID, and Campus ID/uniqname (if they have already created a Campus ID).
-- New fields have been added to the Friend Account section (lower half of the
page) that will help you determine if the student is eligible to use a Friend account or is eligible to create and use a Campus ID.
-- Earliest Term Activation and Most Recent Matriculation Date fields
-- All Wolverine Access Self-Service role(s) assigned to the applicant

UPDATED DOCUMENT
The 'View/Update a Student's Friend Account Profile Step-By-Step' procedure now
includes:
-- Details about the new Friend account process
-- Examples to help you interpret the new fields
-- Updated procedure to use the Friend Account Profile page

View the document at:

Want to reference this message again? Find it in the
NEW MAIS Project InfoCenter.

FOR ASSISTANCE OR QUESTIONS
Contact the MAIS Help Desk:
-- Phone: 734-936-7000, option 4
-- Email: maishelpdesk@umich.edu

cc: Student Administration Unit Liaisons

The original message is as follows:

From: MAIS.Inform
Sent: March 12, 2009
To: "All M-Pathways Student Administration Users"
Subject: SA Update, Issue #64, March 2009

The latest SA Update is on My LINC, and it contains information about:
1. Enhancement for Importing EmplIDs into Student FA Package Reports
2. Heavy System Usage During Early Registration
3. It’s Time to Check Grade Roster Access
4. Assisting Students? View Training Materials in Student Business Help Pages
5. Assisting Faculty? View Training Materials in Faculty Business Help Pages

View the SA Update:
https://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=28985
All SA Updates are on My LINC at https://maislinc.umich.edu. Type “SA Update” in the Search box and click GO.

FOR ASSISTANCE OR QUESTIONS
Contact the MAIS Help Desk:
-- Phone: 734-936-7000, option 4
-- E-mail: maishelpdesk@umich.edu

cc. Student Administration Unit Liaisons

The original message is as follows:

From: MAIS.Inform
Sent: Thursday, March 12, 2009
To: All M-Pathways HRMS Users
Subject: HRMS Update, Issue #39

The latest HRMS Update is on My LINC, and it contains information about:
1. Reminder: Delete Unchanged Spreadsheet Rows When Uploading Supervisor IDs
2. Enhancements to Manager Desktop
3. Leaving Your Desk? Remember to Secure Your Computer!

View the HRMS Update.

All HRMS Updates are on My LINC. Type "HRMS Update" in the Search box and click GO.

FOR ASSISTANCE OR QUESTIONS
Contact the MAIS Help Desk:
-- Phone: 734-936-7000, option 5
-- E-mail: maishelpdesk@umich.edu

The original e-mail is as follows:
From: Office of Financial Aid
Sent: Monday, February 23, 2009
To: "M-Pathways Users Who Enter and Monitor Merit Aid Awards"
Subject: First 2010 Award Notices for Entering Students

AWARD ENTRY DEADLINE
OFA will send the first award notices for Aid Year 2009-2010 to entering students beginning the first week of March. To add your scholarships on these notices, enter your awards by the close of business on Monday, March 2, 2009.

This includes tuition-valued awards, which may now be entered in M-Pathways using the “Calc Flag” field. Scholarships entered after March 2, will be included on notifications to students at a later date.

OVERVIEW OF AWARD NOTICE PROCESS
OFA sends e-mail notifying all students when they have a financial aid award notice available. Students who have not supplied the University with a valid e-mail address will receive a paper copy of the award notice sent via U.S. Mail. Students may view and print their award notices on Wolverine Access > Student Business, or they may request a paper copy from OFA.

Entering students, who may not have their uniqname and UMICH (Kerberos) password, can establish a Friend account to log in to Wolverine Access > New & Prospective Student Business to view their award notices. Students also may authorize access for parents and others to view a selection of their financial aid data, which includes award notices.

QUESTIONS OR ASSISTANCE
Please contact OFA via e-mail at sfps@umich.edu.

The original e-mail is as follows:

From: Office of Financial Aid [mailto:mais.inform@umich.edu]
Sent: Thursday, February 12, 2009
To:"M-Pathways Users Who Enter and Monitor Financial Aid Awards"
Subject: Award Entry for 2009 Spring - Summer Terms

AWARD ENTRY REMINDERS FOR SPRING - SUMMER TERMS:
To be entered correctly, merit aid awards for the upcoming Spring, Spring/Summer, and Summer terms need values of “2009” for the Aid Year and “Non-Standard” for the Award Period.

It also is important to use the appropriate Disbursement Plan and Split Code values. If a student needs to receive funds prior to the first scheduled disbursement dates, e-mail a request for a disbursement override to OFA at sfps@umich.edu. This enables the payment to be processed for the student in the next weekly off-cycle payroll.

Do not select “Winter term disbursement” values for Spring, Spring/Summer, or Summer term awards. This could result in adjustments to students' need-based financial aid eligibility in the Winter term.

ANTICIPATED (PENDING) AID DEADLINES:
For awards to display as anticipated aid on student account statements, enter the awards by:
-- April 8, 2009, for Spring and Spring/Summer anticipated aid to display on the April 12, 2009, statements.
-- June 3, 2009, for Summer anticipated aid to display on the June 8, 2009, statements.

Instructions on how to request disbursement overrides and the “2008-2009 Aid Disbursement Calendar” are available on the MAIS web site at: <http://www.mais.umich.edu/student/faforms.html>

Note: OFA will begin sending award notices for the Spring, Spring/Summer, and Summer terms during the first week of April.

-- Want to reference this message again? Find it in the What else is happening? section of the NEW MAIS Project InfoCenter: <http://www.mais.umich.edu/project_infocenter/what_else_home.php>.

FOR ASSISTANCE OR QUESTIONS:
E-mail OFA at sfps@umich.edu

The original e-mail is as follows:

From: MAIS.Inform [mais.inform@umich.edu]
Sent: Monday, February 09, 2009 10:43 AM
To: BusinessObjects Users of Admissions Roster Data
Subject: BOTV Episode on Admissions Roster Data Set on February 12

Join us for a special episode of BusinessObjects TV (BOTV) on Thursday, February 12, at 9:00 a.m.

In this live 30-minute webinar, Mark Davis-Craig (MAIS) will demonstrate how to modify an Admissions Rosters report to eliminate high schools and schools from which the applicant didn't receive a degree. You can ask questions during the session via a chat tool. Level: Intermediate.

Register for this session at My LINC.

The recording of the session will be available in My LINC within 24 hours after the broadcast. For recordings of previous BOTV episodes and other upcoming sessions,
visit My LINC.

FOR ASSISTANCE OR QUESTIONS
Contact the MAIS Help Desk:
-- Phone: 734-936-7000, option 7
-- E-mail: maishelpdesk@umich.edu

MAIS-maintained systems will be available during normal hours of operation.

Limited assistance is available from MAIS during this time:

• To report a suspected outage or other urgent system issue, call 734-763-4000.


• For assistance with MTokens, call 734-763-4000.


• For other non-emergency questions, call 734-936-7000 and leave a message after the prompts. A Help Desk consultant will return your call on January 5.

Happy Holidays from MAIS!

• Students can view textbooks entered for Winter 2009 classes in Wolverine Access (on their class schedule and in the class search/class details), CTools, and UBooks.


• Students have started using UBooks to find other U-M students with books to buy or sell. As of December 12, over 1,400 textbooks have been listed for sale.


• Bookstores are successfully accessing class textbook orders.

Planned improvements for 1st Quarter 2009 are:

• For staff using M-Pathways, a new report page will identify classes with and without textbook data and textbook details for classes with data.
• For both faculty and staff entering textbook data:
• If a search for an ISBN returns no results, you can manually enter the ISBN in a Textbook field. This eliminates the need to enter an ISBN not found in the Other Materials field (the procedure used for Winter 2009 textbooks).
• If the textbooks are the same for a class as those used in a previous term, you can copy the textbook information and then make edits if desired.

Note: When the improvements are released, an e-mail will be sent to applicable faculty and staff.

For textbook documentation and simulations, visit My LINC and search "textbooks".

For Fall Term 2009 textbook timelines, see the Textbook Calendar on the Registrar’s Office web site.

For background information, see the 10/18/2008 Textbook functionality announcement.

Staff and faculty from across U-M gathered for the full day conference on November 19, from 8:00 a.m. - 5:00 p.m. at the Michigan League. The event featured 30 break-out sessions presented by 51 staff members and keynotes presentations by Tim Slottow, Executive Vice President & Chief Financial Officer; Robert Kelch, Executive Vice President for Medical Affairs; and Teresa Sullivan, Provost and Executive Vice President for Academic Affairs.

See the MAIS Connection Conference Website for more information regarding this event.

Starting this fall, the Teaching Questionnaire (Evaluation) system coordinated by the U-M Office of Evaluations and Examinations will use an online format instead of paper forms. The process uses tools in M-Pathways, the Wolverine Access Faculty Center, and CTools to complete the following steps:

• Early in the term, a School/College evaluation coordinator assigns an evaluation template to each class in M-Pathways. Note: Evaluations can include mid-term or half-term evaluations as well as final full-term evaluations. Evaluations can also be assigned to each class instructor.
• After a template is assigned, class instructors can view the class evaluation in the Wolverine Access Faculty Center. If allowed by the department, primary instructors can add questions to the evaluation.
• Three days before the evaluation start date, evaluations are loaded into CTools where students will complete the evaluations.
• Approximately three days after the evaluation end date, report generation is complete. Grades for a class must be submitted before instructors can view the final evaluation report results. Note: For half-term classes, final evaluation reports will not be available until the end of the full term when University wide median data is added.

While changes can be made after this date, the early deadline will help improve the used book market and help reduce book costs for students. For more timeline information, see the Textbook Calendar on the Office of Registrar’s web site.

The Office of the Provost, MAIS, and Information Technology Central Services (ITCS) collaborated to provide the new textbook functionality.

See the Research and Recommendations Concerning the Cost of Textbooksdocument on the U-M Office of the Provost’s web site for details about the research behind the scenes that resulted in this new functionality.

Functionality includes:

• Ability for class instructors to enter textbook information in the Wolverine Access Faculty Center.
• Ability for department support staff to enter class textbook information in M-Pathways.
• Ability to view textbook information for individual classes in the Student Schedule in Wolverine Access (WA), the U-M Course Catalog, and in CTools/MyWorkspace.
• An interface that booksellers will use to pull textbook orders from M-Pathways.
• An exchange tool (Ubook) that provides lists of textbooks and search functionality to enable students to buy/sell used textbooks in CTools.

Planned Textbook Functionality Release Schedule:

• 10/06/08 -- Faculty and M-Pathways users with the SR CLASS MAINTAINER or SR TEXTBOOK MAINTAINER roles can enter Textbook data online
• 10/15/08 – Bookstores can pull available textbook information from M-Pathways
• 11/10/08 – Textbook data can be viewed in the U-M Course Catalog, CTools Class Sites/MyWorkspace and Ubook
• 1/5/2009 – Textbook data can be viewed in students’ Wolverine Access Class Schedule

Note: These dates are also available on the What else is happening calendar