« February 2009 | Main | April 2009 »

March 31, 2009

Proposal Review Basics (PDF)

This quick reference card provides instructions for reviewing PAF's in the eRPM system.

Posted by wro at 01:41 PM

PAF Creation/Completion (PDF)

This quick reference card provides instructions for creation, routing and submission of PAFs in eRPM.

Posted by wro at 01:38 PM

eResearch Regulatory Management Release 2.0

Highlights new features available in Release 2.0 of the eResearch Regulatory Management System.

Posted by wro at 01:30 PM

eRPM Getting Started

Provides a quick overview of the steps required to begin using the eResearch Proposal Management (eRPM) system.

Posted by wro at 01:24 PM

Proposal Management FAQs

Covers topics regarding general information; transitioning from the ePAFs to the Proposal Management System; and using eResearch Proposal Management.

Posted by lburgamy at 01:06 PM | Comments (0)

New Changes Coming to Wolverine Access

On April 20, 2009, a new Wolverine Access (WA) Gateway will “soft launch." This will prepare students, faculty, and staff for upcoming design and navigation changes to WA. Learn more about the MAIS vision and what it means to you.

So, what’s a soft launch?


Why is a soft launch a good thing?

As a Unit Liaison, do you have any action items?

What can you and WA users expect on April 20?

Future Phases (Dates TBD)

Posted by cstefans at 12:56 PM

March 30, 2009

eResearch Proposal Management is Live!

eRPM is now ready and available for all campuses. Remind your unit of the date you expect them to start using eRPM and any unit specific requirements for completing proposals, as needed. For more information, see the eResearch announcement.

Posted by cstefans at 08:24 AM

March 25, 2009

STUDENT March Action Items

One-page action item list for SA ULs from the March 2009 meeting

Posted by hengeshl at 03:59 PM

Predefined Reports Directory Now Located in M-Reports

Let your unit know the MAIS Predefined Reports directory has moved and improved!

Contents of Predefined Reports Directory were migrated to the new Report Library on March 26. The Report Library is available on the M-Reports website. (Wolverine Access > University Business > Reporting > M-Reports > Report Library). M-Reports is accessible to anyone with an MToken.

The Report Library includes descriptions of over 700 reports. You’ll see hyperlinks to BusinessObjects reports for the reports to which you have access. To access a hyperlinked report, click on the title. To request access to a data set for a report, click any Details hyperlink and use the Request Access link to access OARS, the Online Access Request system.

The Predefined Reports Directory will retire on May 1. Until then, it is still viewable in Lotus Notes, but will no longer be updated.

Posted by hengeshl at 02:29 PM

eRPM All Campus Release Announced

On March 30, 2009, eResearch Proposal Management (eRPM) will be available to investigators on all three U-M campuses. Timing to begin creating and routing proposals is determined on a unit-by-unit basis. Both the current paper system and the eRPM system will be used until Summer 2009 when eRPM will be required. See the eResearch announcement for official release information.

Posted by cstefans at 01:28 PM

March 24, 2009

E-mail Template for eRPM Campus-wide Launch

For Research ULs to share information with your unit regarding expectations for transitioning to eResearch Proposal Management.

Posted by cstefans at 06:07 PM

Unit Liaison Role

Web page explaining the role and responsibilities of a Unit Liaison

Posted by lburgamy at 02:01 PM | Comments (0)

March 23, 2009

Prepare your Unit for the eRPM Go-Live, March 30

eResearch provides necessary steps in a unit readiness checklist for ULs. See the message below for select usage dates and to learn what to do regarding communications, paper ePAFs, Manage Department information, and more.

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)

Posted by cstefans at 05:40 PM

HRMS March Action Items

One-page action item list for HRMS ULs from the March 2009 meeting


Posted by cstefans at 05:05 PM

STUDENT Mar. 25 Meeting Agenda and Materials

Posted by nge at 02:25 PM

March 18, 2009

Friend ID Process Change

New & Prospective Student Business on Wolverine Access now requires the use of a uniqname rather than a Friend ID to access information beginning March 18.

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

Posted by wro at 09:55 AM

March 17, 2009

HRMS Mar. 20 Meeting Agenda and Materials

Posted by nge at 02:17 PM

March 16, 2009

System to Capture Non-class Events in Classrooms

Current status on the project to record and maintain event data in a central system for all facilities used as classrooms.

Posted by hengeshl at 11:07 AM

March 12, 2009

Student Administration Update, Issue #64

The latest SA Update is on My LINC. It contains information about an enhancement to the Student FA Package Reports, and reminders about early registration, grade roster access, and resources for helping students and faculty.

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

Posted by cstefans at 10:25 AM

Human Resource Management System Update, Issue #39

The latest HRMS Update is now available on My LINC. It contains information about uploading Supervisors IDs and enhancements to Manager Desktop.

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

Posted by wro at 09:25 AM

March 11, 2009

Student Records Updates Event Scheduling Pages

New M-Pathways pages and Event Types are available. Learn more with informative support materials and step-by-step procedures.

The original message is as follows:

From: MAIS.Inform
Sent: Wednesday, March 11, 2009
To: "M-Pathways Users with the CC Events Update User and CC Events View User Roles"
Subject: Updates to M-Pathways Event Scheduling Pages

Updates to the M-Pathways Event Management Pages were successfully implemented this
morning. A summary of the changes and the impact to users is summarized below.

COE and RO USERS
College of Engineering (COE) and Registrar's Office (RO) users can begin entering
non-class event information held in classrooms as discussed in the specific implementation
meetings held with those departments.

INTERNATIONAL CENTER USERS
International Center users should begin using the new Event Types described below.
No other action is required.

NEW EVENT TYPES
The term-based event types are no longer valid. To better categorize data for space
management analysis, there are now three valid Event Types. Please use the appropriate
Event Type when scheduling, searching, or reporting on events.
-- CRSE, Course (for official classes scheduled through curriculum pages only)
-- CURR, Curricular Related Events (for non-class events directly related to a specific class)
-- NONC, Non-Curricular Related Events (for non-class events not directly related
to a specific class)

TWO NEW M-PATHWAYS PAGES
These two new pages will make event entry and facility viewing easier:
-- Meeting Data Entry: This page simplifies the entry required for a non-class event
with one meeting.
-- View Facility Schedule: This page allows you to view a facility's schedule in
a weekly calendar format.

DOCUMENTATION
Important information and step-by-step procedures are available on My LINC. For a
summary and M-Pathways navigation, view the Event Scheduling Documentation - Support
Material: <https://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=28395>

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

Posted by cstefans at 10:49 AM

March 05, 2009

Support Labs Available for Curriculum Users

SR Class Maintainers can register now for Curriculum Support Labs offered March 16-18. See the schedule and registration details.

The original message is as follows:

From: MAIS.Inform
Send: Thursday, March 5, 2009
To: "M-Pathways Users with the SR Class Maintainer Role"
Subject: March Curriculum Support Labs Available

The next curriculum labs will be offered March 16-18, 2009. To participate, users must have the M-Pathways SR CLASS MAINTAINER role.

The Registrar's Office offers these curriculum labs three times a year to assist individual users in creating and maintaining classes, to answer specific questions, to address concerns, or to refresh one's skills. The labs focus on curriculum tasks performed during the year, such as: Reserve Capacities, Associations, Class Set-up, and Independent Study sections.

CURRICULUM LABS SCHEDULE

Monday, March 16, 2009:
-- 9:00 - 10:30 a.m.
-- 10:30 a.m. - noon
-- 1:00 - 2:30 p.m.
-- 2:30 - 4:00 p.m.

Tuesday, March 17, 2009:
-- 9:00 - 10:30 a.m.
-- 10:30 a.m. - noon
--1:00 - 2:30 p.m.
-- 2:30 - 4:00 p.m.

Wednesday, March 18, 2009:
-- 9:00 - 10:30 a.m.
-- 10:30 a.m. - noon
-- 1:00 - 2:30 p.m.
-- 2:30 - 4:00 p.m.

TO SIGN UP FOR A LAB
Please e-mail Sara Wagner (slwagner@umich.edu) and indicate your preferred date and time. To help us make the best use of time during your lab session, please include your specific curriculum questions, concerns, or topics in your request.

Notes:
-- Each lab session can accommodate up to two individuals.
-- All labs will be held at the Registrar's Office (1210 LSA, 500 S. State Street) in Room 1216.
-- You can sign up for a lab up to three days before the lab session if space is still available.

FOR ASSISTANCE OR QUESTIONS
Please contact Sara Wagner.
-- E-mail: slwagner@umich.edu
-- Phone: 734-936-9783
From: MAIS.Inform [mais.inform@umich.edu]
Send: Thursday, March 5, 2009
To: M-Pathways Users with the SR Class Maintainer Role
Subject: March Curriculum Support Labs Available

The next curriculum labs will be offered March 16-18, 2009. To participate, users must have the M-Pathways SR CLASS MAINTAINER role.

The Registrar's Office offers these curriculum labs three times a year to assist individual users in creating and maintaining classes, to answer specific questions, to address concerns, or to refresh one's skills. The labs focus on curriculum tasks performed during the year, such as: Reserve Capacities, Associations, Class Set-up, and Independent Study sections.

CURRICULUM LABS SCHEDULE

Monday, March 16, 2009:
-- 9:00 - 10:30 a.m.
-- 10:30 a.m. - noon
-- 1:00 - 2:30 p.m.
-- 2:30 - 4:00 p.m.

Tuesday, March 17, 2009:
-- 9:00 - 10:30 a.m.
-- 10:30 a.m. - noon
--1:00 - 2:30 p.m.
-- 2:30 - 4:00 p.m.

Wednesday, March 18, 2009:
-- 9:00 - 10:30 a.m.
-- 10:30 a.m. - noon
-- 1:00 - 2:30 p.m.
-- 2:30 - 4:00 p.m.

TO SIGN UP FOR A LAB
Please e-mail Sara Wagner (slwagner@umich.edu) and indicate your preferred date and time. To help us make the best use of time during your lab session, please include your specific curriculum questions, concerns, or topics in your request.

Notes:
-- Each lab session can accommodate up to two individuals.
-- All labs will be held at the Registrar's Office (1210 LSA, 500 S. State Street) in Room 1216.
-- You can sign up for a lab up to three days before the lab session if space is still available.

FOR ASSISTANCE OR QUESTIONS
Please contact Sara Wagner.
-- E-mail: slwagner@umich.edu
-- Phone: 734-936-9783

Want to reference this message again? Find it in the NEW MAIS Project InfoCenter: http://www.mais.umich.edu/project_infocenter/what_else_home.php.

cc. Select Student Administration Unit Liaisons
SRC RO CURRIC ADMINISTRATOR

cc. Select Student Administration Unit Liaisons
SRC RO CURRIC ADMINISTRATOR

Posted by cstefans at 04:06 PM

March 03, 2009

Prospect Data eLearning Course Available for Recruiting and Admissions Users

M-Pathways Recruiting and Admissions users who manage Prospect Data can sign up for a new eLearning course in My LINC.

The original message is as follows:

From: MAIS.Inform
Sent: Tuesday, March 03, 2009
To: "M-Pathways Recruiting and Admissions Users Who Manage Prospect Data"
Subject: New Prospect Data eLearning Course Available

The new eLearning course, RAE210 - Introduction to Prospect Data, available in My
LINC covers:
-- Entering and updating prospect records
-- Sending communications
-- Running reports

This course is not required however it provides an opportunity to refresh your skills
around working with prospect data and learning how to use M-Pathways to retrieve
data about prospects.

Register for RAE210 - Introduction to Prospect Data at:
<https://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=28892>.

Want to reference this message again? Find it in the NEW MAIS Project InfoCenter:
http://www.mais.umich.edu/project_infocenter/what_else_home.php.

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

This message has been sent to M-Pathways users with one or more of the following roles:
-- RA RECRUITING USER
-- RA ADMISSIONS USER
-- RA ADMISS CENTRAL OFFICE USER

cc. Student Administration Unit Liaisons


Posted by cstefans at 02:34 PM

Non-sponsored Projects Now Available in M-Reports

M-Reports, a business intelligence reporting application, now provides online financial reports for UM-Funded, Gift, and Other projects. These reports give Research Project Investigators and Administrators a more complete view of "non-sponsored" projects' financial status.

BENEFITS
Those who already use M-Reports to view sponsored project financial reports, find the system intuitive and the financial detail beneficial.

The “at-a-glance” reports for “non-sponsored” projects allow you to quickly:
-- Identify high-level balances for your project/grant(s)
-- Review revenue, expenditure, and projections for future project commitments (e.g., salary, benefits, financial aid)
-- Determine if UM-Funded, Gift, or Other project/grants should be closed due to inactivity. (To close a project, see the Unit Defined Project/Grant Maintenance Form on the Financial Operations Web site.)

FEATURES
Once in M-Reports, click the FIN. MGMT tab to:
-- Obtain official and projected balances for your open “non-sponsored” projects from the Summary of Projects Report.
-- View a project's balance by revenue or expense account (appropriations, staff salaries, communications, etc.) on the Project Grant Activity Report.
-- Link to the underlying transaction detail, such as vouchers and estimated future salary expenditures. Detail is available for the current and the prior three fiscal years.

If you also use M-Reports to view Internal Controls – Employment reports, select Summary of Projects from the left navigation menu on the FIN. MGMT tab to view your UM-Funded, Gift, or Other project/grants.

ACCESS DETAILS
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” box on the Weblogin screen. To obtain an MToken, visit an MToken Distribution Center. Note: Reports are currently best viewed using IE 7 or Safari Web browsers.

To learn more about M-Reports, visit the U-M Business Intelligence Web site.

Posted by hengeshl at 10:03 AM

Join the BI Community of Experts (BICE)

Interested in learning more about BI? Join BICE: 400+ individuals across campus who network, share resources, and develop skills.

Posted by hengeshl at 09:48 AM

U-M Business Intelligence Wiki

A place to capture ideas, share knowledge, and promote your own BI initiatives.

Posted by hengeshl at 09:44 AM

Small Networking Groups Provide Peer Support

New small networking groups are forming around special BI topics! Members will closely interact with U-M professionals who share similar interests and goals. Apply for membership today!

Collaboration occurs at bi-monthly meetings and continues online at the BI Wiki. Check the BI event calendar to see when these groups are meeting.

Posted by hengeshl at 09:39 AM

Watch "Measurement and Systems Thinking" Event Replay

Edward Rothman discussed the critical questions of why we measure things, what we choose to measure, and how we measure them at the January Business Intelligence Community of Experts (BICE) event.

To watch a replay of the event or to view a summary, visit the BI Web site.

Rothman is a U-M Professor of Statistics and Director of the Center for Statistical Consultation and Research (CSCAR). He is a consultant to manufacturing firms and hospitals on quality management programs.

Posted by hengeshl at 09:28 AM

Free TDWI Membership for U-M Staff/Faculty

TDWI is a great resource for BI education, training, certification, news, and research.

Posted by hengeshl at 09:20 AM

March 02, 2009

Textbook Order Entry Deadline, Successes, and Improvements

Fall 2009 instructors and M-Pathways users with select textbook roles can begin entering Fall 2009 information. An update went out today.

The original e-mail is as follows:

From: MAIS.Inform
Sent: Monday, March 02, 2009
To: "Fall 2009 Class Instructors and M-Pathways Users with the SR CLASS MAINTAINER and SR TEXTBOOK MAINTAINER Roles"
Subject: Textbook Order Entry Timeline and System Updates

It's time to begin entering Fall 2009 textbook information into the Wolverine Access Faculty Center or M-Pathways Textbooks pages. For important Fall 2009 textbook order entry guidelines, please refer to the Office of the Registrar's Fall 2009 Textbook calendar at <http://www.umich.edu/~regoff/calendar/>.

WINTER 2009 SUCCESSES
The new textbook system has been adopted by faculty and students alike. For Winter 2009:
-- Approximately 3,000 textbooks were entered.
-- 62% of classes with enrollment greater than 100 had textbooks or course pack information entered.
-- Students posted 4,417 textbooks for sale on UBook.

SYSTEM IMPROVEMENTS
Based on faculty and staff feedback, the following system improvements have been made:
-- Increased number of characters allowed in Student Note field
-- Increased number of characters allowed in the Other Materials Title and Description fields

These system improvements are in progress, but the 2009 release dates are still to be determined:
-- New textbook entry option for textbooks not found in search results (currently entered as other material)
-- Display search criteria used at the top of the search results
-- New feature to copy prior-term textbooks to a future term

NEW M-PATHWAYS REPORTS FOR STAFF
New reports allow staff to view textbook information entered for selected classes or to view 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&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=Run>.

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> .

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

This message has been sent to:
-- Instructors assigned Fall 2009 classes
-- Staff with the M-Pathways Class Maintainer or Textbook Maintainer roles

cc: MAIS Student Administration Unit Liaisons

Posted by cstefans at 02:30 PM