I would like to share with you improvements made to the eRPM system, effective today 10/29/2009, and some helpful tips for working with the eRPM system.

Biggest Changes & Tips
-- Attach One PDF in Final Proposal Documents
-- Upload a new document versus a new document version
-- PAN/PAC changes
-- eRPM Emails - Better Subject Lines
-- Full list of eRPM Tips

To learn more about these changes and see a summary of all changes, go to:
<http://www.umich.edu/~eresinfo/erpm/rnotes/releasenote_v1.6.html>

Cathy Handyside
eResearch Proposal Management Project Manager

FOR QUESTIONS OR ASSISTANCE
Contact the Help Desk:
-- Phone: 734-936-7000, option 6
-- E-mail: maishelpdesk@umich.edu

To: eRPM-Info
Cc: Research Unit Liaisons
From: Cathy Handyside
Subject: What's New in eResearch Proposal Management
Date: Thursday, October 29, 2009

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

Online Help Desk
We’re asking Unit Liaisons to assist us by sharing information about the new Online Help Desk support option with their faculty and staff.
PowerPoint
Video
E-mail template - to use as a starting point for communicating with your faculty and staff.

MCommunity
MCommunity will replace the U-M Online Directory. This presentation contains information that impacts U-M students, faculty, and staff including:
• Minimum public information for students, faculty, and staff
• Changes in privacy options for students, faculty, and staff
• What you can change for your entry and where it can be changed
• How students, faculty, staff, alumni, and sponsored individuals get into MCommunity and when they are removed
PowerPoint
Video

Date for Your Calendar
The next Student Administration Unit Liaison Meeting will be held on Wednesday, October 28, at 8:30 – 10:30 a.m. in Room 2029 Kipke Conference Center.

Questions?
Jan Eckert, Unit Liaison Coordinator
Phone: 734-764-4352; E-mail: jeckert@umich.edu

------- Begin Forwarded Message --------
From: Eckert, Janice L
Sent: Wednesday, June 17, 2009
To: Sudent Unit Liasions
Subject: Action Item Replaces 6/24 Student UL Meeting

Hello Student Unit Liaisons –

The June 24 Student Administration Unit Liaison Meeting in the Kipke Conference Center is canceled and is replaced by the Action Item described below.

Action Item for Student Unit Liaisons
There are two presentations that are on the HRMS Unit Liaison meeting that have relevance for Student Unit Liaisons. The PowerPoints and videotape of these presentations will be available next week on the UL InfoCenter, and you’ll receive an e-mail communication from me when they’re available for viewing.

In the meantime, here are the descriptions of these presentations.

Introduction to the Online Help Desk
This new Web-based customer support option is available to administrative systems users. Andrea Stevens will describe this new option and show you how to access and use it. She will also tell you about the “getting started” resources that are available to you and staff members in your unit.

The MCommunity Directory and Sponsor System
Janet Eaton and Jeanne Horvath will describe the new MCommunity Directory and Sponsor System and how it will directly affect the work you do. MCommunity is a directory that will replace the U-M Online Directory. Janet and Jeanne will describe what you can change where about your entry, changes in privacy options for students, faculty, and staff, as well as the minimum public information for students, faculty and staff.

Date for Your Calendar
The next Student Administration Unit Liaison Meeting will be held on Wednesday, October 28, at 8:30 – 10:30 a.m. in Room 2029 Kipke Conference Center.

Jan
Jan Eckert, Unit Liaison Coordinator
Phone: 734-764-4352; E-mail: jeckert@umich.edu

From: Jan Eckert
Date: Wednesday, July 08, 2009
To: Student Unit Liasons
Subject: Information Now Available for Action Item That Replaced 6/24/09 Student UL Meeting

Update from University Payroll
Review the video, PowerPoint, and e-mail communication provided by Norel Tullier regarding a July 1, 2009 change for paying Human Subject Fees to U-M employees.

2009 Cutoff Dates and Reminders from HRRIS
• Submit GSA new hire forms by the week of 07/27/09.
• Review Faculty, Primary, & Clinical promotions in M-Pathways Total Picture processed by HRRIS on 06/26/09.
• If applicable, by July 8, review and return to HRRIS the file of temporary employees who will be purged from M-Pathways on July 15.
• Review the list of self-service work for faculty and staff that will occur during the fall and winter.

Online Help Desk
• Spend 10 minutes reviewing information about the new Online Help Desk.
• Use this e-mail template as a starting point for communicating with your faculty and staff about the new Online Help Desk support option.

MCommunity (will replace the U-M Online Directory)
Review information about:
• Privacy options that will change for faculty, staff, and students
• How people get into MCommunity
• How people get out of MCommunity
• The MCommunity sponsor system

eRecruit Project Update
• Contact Jane Miller (janekm@umich.edu) if you would like to participate in the applicant experience website design team
• Note the correct date for System Testing on the Timeline (Slide 9) is December 1-March 31. It was incorrectly identified as December 1-November 30 on an early version of the PowerPoint presentation posted on the web.

Future HRMS UL Meetings
HRMS UL Meetings are scheduled on the 3rd Friday of each month. Here are the remaining 2009 meeting dates for your calendar: July 17, August 21, September 18, October 16, November 20, December 18.

As always, please let me know if you have any questions.

Jan
Jan Eckert, Unit Liaison Coordinator
Phone: 734-764-4352; E-mail: jeckert@umich.edu

From: Jan Eckert
Date: Tuesday, July 07, 2009
To: ALL HRMS Unit Liasions
Subject: Action Items and Follow Up Information From 6/19/09 HRMS UL Meeting

• Vice presidents, deans, directors, department chairs, and/or key financial managers


• Any additional staff member with the M-Reports ICEmployment role


• Individuals with General Ledger data set access in the U-M Data Warehouse (M_GLDW1_SEL Oracle role)

You do not have to resubmit requests for these individuals in your unit because they already have access to the report through the M-Reports Fin MGMT tab (i.e., for Internal Controls-Employment or other reports).

For new user requests, select the SourceUseReports role from the M-Reports tab. Departmental security is not required. This role is intended for the additional unit financial manager who:

• Has a business need to view Source/Use financial data for your department/department

group, including payroll details (e.g., names, salaries, dates)

• Does not meet the requirements outlined above for automatic access to the Source/Use Year-to-Date report

For updated instructions, click 'Requesting M-Reports Roles in OARS' link in the Unit Liaison Document Repository at <https://private.www.umich.edu/~mais/ul/>.

*************
To: Departmental financial report users
From: Cheryl Soper, Controller and Director of Financial Operations
Date to send: April 30, 2009
Subject: New! M-Reports Source/Use Financial Reporting

M-Reports now offers Source/Use financial reporting online!

The Source/Use Year-To-Date report allows you to compare revenue (i.e., sources) to expenses (i.e., uses) for a department/department group over time to identify trends and anomalies. With M-Reports, you can:
-- Identify high-level balances by Fund/Fund Group for a fiscal year.
-- Analyze sources of revenue and spending by Fund/Fund Group over time.
-- Link to underlying transaction detail, including, payroll, benefits, student financials, invoices, and vouchers.
-- Select various groups of departments within a school, college, or department group to facilitate reporting and analysis.

Access M-Reports on Wolverine Access (http://wolverineaccess.umich.edu). The navigation path is: University Business > Reporting > M-Reports. Once in M-Reports, click the FIN. MGMT tab Reports, click the FIN. MGMT tab and select Source/Use Year-to-Date from the left navigation menu.

Remember, your uniqname, UMICH Kerberos password, and MToken are required to log into M-Reports. If you are a faculty member without an MToken, check the “I don't have an MToken” checkbox on the Weblogin screen. To obtain an MToken, visit an MToken Distribution Center <http://www.mais.umich.edu/mtoken/mtoken_distribution.html>

To learn more about M-Reports, visit the U-M Business Intelligence Web site at: <http://www.bi.umich.edu/products/web_reporting.html>.

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

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

The Per Org column has been added to the Total Picture Quick View, Work Location page.
-- This column allows users to view the relationship(s) the employee or benefit-eligible Fellowship student has with U-M.
-- There are two values in the Per Org column: Employee and Student Benefits. Student Benefits will appear for benefit-eligible Fellowship students who have their benefits processed using Workforce Administration, Job Data.

By displaying the Student Benefits data on the Total Picture Quick View pages, both the HR and Fellowship Administrators can view a whole person, including those students who are also employees (GSI, GSSA, GSRA, Fellowship). Both the employed and Fellowship appointment information displays to help coordinate appointments and understand the total picture of an employee or student.

My LINC documentation for Total Picture Quick View has been updated:
-- Total Picture Quick View Field Descriptions <https://maislinc.umich.edu/mais/pdf/HR_UVD_TPQV_FD.pdf>
-- HRE102 Using Total Picture Quick View to Find Employee Date

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

Subject: New Treasurer's Office Category Available in My LINC

MyLINC now includes an additional Merchant Services category within the Treasurer's Office catalog. Financial Unit Liaisons are receiving this message as a courtesy notification of the change. There are no M-1 access roles or responsibilities related to the catalog at this time.

University employees who manage Merchant accounts and work with credit cards are required to complete annual training as part of a mandatory Industry certification process. My LINC contains the new Merchant Certification eLearning course which fulfills the training requirement. My LINC also contains a Merchant Resources document with links to simulations and documents which support
the training effort.

FOR ASSISTANCE OR QUESTIONS ABOUT MYLINC:
Contact the MAIS Help Desk:
-- Phone: 734-936-7000, option 2
-- E-mail: maishelpdesk@umich.edu

FOR QUESTIONS ABOUT THE DEPARTMENTAL CASH MANAGEMENT OR MERCHANT CARD PROCESS:
Contact the Treasurer's Office:
--Phone: 734-763-1299
--E-mail: TreasuryTraining@umich.edu

From: Jan Eckert, UL Program Coordinator
Sent: Monday, April 27, 2009
To: "Financial Unit Liaisons"

New Wolverine Access Gateway

So, what’s a soft launch?

• A low-profile and initial release of a new or re-designed website.


• During this soft launch phase, both the new WA Gateway and the original WA Gateway will be available for users.

• It’s the first stage of a phased rollout that will lead to an actual web portal with a well-publicized, more robust, and user-tested website.


• Use of the new gateway is optional for the time being. Anyone can visit and explore the new gateway at their leisure, but continue to use the current version if they prefer.


• There are no business process or user impacts with a soft launch


• We can get meaningful feedback through usability testing and fine tune the site as we go along.


• We can track usage and monitor performance, which helps us prepare for future phases.


• No updates to MAIS and central office online or print documentation are necessary.

• No preparation for the soft launch is needed. We just want you to be aware of the new Gateway soft launch.


• If you get questions on or after April 20, you can direct questions to the MAIS Help Desk as usual.

• A link to the new gateway in an announcement on the original gateway.


• A link to the new gateway from the Project InfoCenter on the MAIS website.


• Moderate changes to design and navigation on the new gateway, but no new functionality.

• Our vision is to create a system interface that uses sophisticated functionality in a consolidated view.


• At some point, everyone will transition to the new WA, how and when is to be determined.


• We’ll keep you informed, as change management will take more significant effort and we’ll look to you for help.

The orginial e-mail is as follows:

From: Handyside, Cathy
Sent: Monday, March 23, 2009 4:29 PM
To: 'research.uls@umich.edu'
Subject: UL Checklist for eRPM Proposal Management Go-Live

Hello,

I am pleased to announce that eResearch Proposal Management (eRPM) will be made available to all campuses on March 30, 2009, at http://eresearch.umich.edu.

We’ve appreciated your partnership throughout the project and would like to work with you to communicate the availability of the eRPM system and your unit-specific policies and expectations. On Wednesday, we will communicate the general availability of eRPM to the Research community.

As soon as possible, we ask that you share with your unit when they can/should start to use eResearch Proposal Management. Many individual units have set required dates for proposal routing in eRPM prior to the retirement of the paper ePAF in Summer 2009. Please remind your unit of the date you will require usage of eRPM and any unit specific requirements when creating and routing proposals in the system.

To assist you with preparing your unit, we’ve included a checklist below and a customizable e-mail template that includes important go-live information with links to training and additional resources. The template is provided as a starting point. Feel free to edit as necessary when communicating this information to your faculty & staff.

Research Unit Liaison eRPM Preparation Checklist:
• Share information with your unit regarding your expectations for transitioning to the new system (template attached)
o Completion of paper ePAFs vs. proposals in the eRPM system
o Review of paper ePAFs vs. proposals in the eRPM system
• Verify your unit eRPM required usage dates. View usage dates at: http://www.umich.edu/~eresinfo/erpm/docs/eRPM_unitdates_web.pdf
• Review your Manage Department information in eRPM system.
Learn more: http://www.umich.edu/~eresinfo/erpm/docs/PM_UL_manageaccess_SS.pdf

When we go live on 3/30/09, we will send Research ULs a confirmation and ask you to pass this on to your units.

The eRPM project team and I would like to thank you for all of the assistance you are providing to make the transition to the new eRPM a success. Please feel free to contact me if I can provide further information.

Thanks,
Cathy

Cathy Handyside
MAIS Research Administration Systems
University of Michigan
1009 Greene Street
Ann Arbor, MI 48109
(734) 936-9586

(Attachment: E-mail Template for eRPM Campus-wide Launch)

The survey should take about 10 minutes to complete, and is available on the Web at:
http://www.zoomerang.com/Survey/?p=WEB228GLVHV897.

Please respond by Friday, November 21.

HOW SURVEY RESULTS WILL BE USED
Your input will help us improve the program, which we believe is a vital communication channel between campus units and MAIS.
Survey results will help:
-- Identify ways we can improve the program and increase its value to you and your unit as well as to the University.
-- Provide us with more information about the tools and support you need to fulfill your UL role and responsibilities.

Thank you in advance for sharing your thoughts about the UL Program. We will report results during upcoming UL meetings.

The Treasurer's Office catalog provides resources for departmental end users who conduct:

-- Departmental Cash Management activities: University units that deposit monies and/or use the online Cash Receipt Ticket must be certified prior to making deposits, and must recertify every two years. My LINC contains the new Depository Certification eLearning, simulation, and documentation materials for certification and training.
Note: Monthly instructor-led training will still be offered for Depositors by the Treasurer's Office, if desired as an alternative to the eLearning course. Registration for instructor-led sessions can be made online using My LINC.

-- (COMING SOON!) Merchant Card activities: University units that accept credit cards for payment of goods/services they supply must complete the merchant certification training. My LINC contains the new Merchant Certification eLearning and simulation materials. Optional lab sessions will still be offered annually for Merchant Contacts in need of assistance by the Treasurer's Office.
Note: The Departmental Cash Management resources are available today, but the Merchant Card materials will be available later this winter.

FOR ASSISTANCE OR QUESTIONS ABOUT MY LINC:
Contact the MAIS Help Desk:
-- Phone: 734-936-7000
-- E-mail: maishelpdesk@umich.edu

FOR QUESTIONS ABOUT THE DEPARTMENTAL CASH MANAGEMENT OR MERCHANT CARD PROCESS:
Contact the Treasurer's Office:
--Phone: 734-763-1299
--E-mail: TreasuryTraining@umich.edu

To request access, click the M-Reports tab and select the SponsProjectGrant role. Departmental security is not required. This new role is intended for additional non-faculty staff members who:

-- Have a business need to view the sponsored project/grant financial data, including payroll details (e.g., names, salaries, dates).
-- Is NOT assigned as the official Principal Investigator (PI) or the Project Administrators (i.e., SAPOC) on a sponsored project/grant by Financial Operations Sponsored Programs.

Please remember that access is automatically granted to only one PI and one SAPOC for a particular project/grant. Faculty can view only their sponsored project/grant(s). Administrators (non-faculty staff) can view all sponsored project/grants.

For instructions, click 'M-Reports: Requesting M-Reports Access' in the UL Document Repository <https://private.www.umich.edu/~mais/ul/>.

If you have any questions regarding this new role, please contact Jan Eckert.