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September 30, 2010

Development: UL Program Kicks-off Oct. 22

This summer, the DART project team and Development Program Managers from across the university met to discuss a Development Unit Liaison Program. They agreed to designate unit representatives, a.k.a. Unit Liaisons (ULs), for each school, college and unit. ULs will start meeting on Oct. 22 to learn more about the kinds of changes DART will make to policy, work flow, and practice. Some of their responsibilities include:

For more background information on the UL Program, please review the UL Program Overview and the discussion with Program Managers

Posted by lburgamy at 10:33 AM

Getting Prepped for DART: Software preview

Does your team conduct direct mailings or annual giving communications? Here are some highlights of Direct Marketing functions in DART, which were shown at the September Dev Council meeting. This preview also includes a high-level review of how DART captures biographic/demographic data and revenue summary information (e.g., total giving received from a constituent, links to their spouse/partner, total giving received from the pair).

Launch the demonstration.

Note: This presentation is restricted to Development Community members. If you need access, please contact DART-Project@umich.edu

Posted by lburgamy at 10:13 AM

Finance Unit Liaisons Presentation

September 2010 DART Update

Posted by lburgamy at 09:38 AM

Dev Council Handout

September 2010

Posted by lburgamy at 09:34 AM

September 28, 2010

Unofficial Information Available in Third Week Count Data Set

The data in the Third Week Count data set and its related SA05 BusinessObjects universe for Fall 2010 was extracted and loaded on September 28, 2010. As soon as the data has been checked for accuracy, an e-mail will be sent indicating the counts are official.

FOR ASSISTANCE OR QUESTIONS
Information and Technology Services Help Desk
734-764-4357 (4-HELP)
itsadminhelpdesk@umich.edu

cc. Student Administration Unit Liaisons

To: M-Pathways Third Week Count Data Set Users
CC: Student Administration Unit Liaisons
From: ITS-Inform [its-inform@umich.edu]
Subject: Unofficial Information Available in Third Week Count Data Set

Posted by nancyf at 10:24 AM

September 27, 2010

Ordering Procedures and Key Dates for Fall 2010 Teaching Evaluations

NEW! M-Pathways teaching evaluation ordering pages have been improved. See the Teaching Evaluation Overview of Changes for more information.

Departmental administrative staff should now complete orders for Fall 2010 end-of-course teaching evaluations in M-Pathways. See the updated ordering procedures and key dates below.

After completing your orders, please notify instructors that their evaluations are ready for review in Wolverine Access Faculty Center. If your department policy allows, primary instructors can also add questions to their evaluations. Instructors with questions about their evaluations should contact their departments immediately.

M-PATHWAYS ORDERING PROCEDURES UPDATED
Ordering procedures from the Evaluation Summary and Evaluation Detail pages have been modified. The most up-to-date ordering procedures are available on My LINC:
-- Assign Teaching Evaluation Templates by Subject Area
-- Assign Teaching Evaluation Templates by Class
-- Modify/Delete Teaching Evaluation Orders

KEY DATES
-- October 22, 2010 - Departments must complete teaching evaluation orders for regular-term classes.
-- October 23 - November 22, 2010 - Primary instructors may add optional questions to their evaluation orders if permitted by departmental policies.
-- November 23, 2010 - No further changes permitted to Fall 2010 end-of-course evaluation orders.

Additional important teaching evaluation dates are available on the E&E website

FOR ASSISTANCE OR QUESTIONS
Evaluation template revisions?
Request template revisions before ordering evaluations! Contact E&E for assistance.

For evaluation assistance, contact Office of Evaluations and Examinations:
734-763-2482
EandE@umich.edu
http://www.umich.edu/~eande/tq/index.htm

For M-Pathways assistance, contact Information and Technology Services Help Desk:
734-764-4357 (4-HELP)
itsadminhelpdesk@umich.edu
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
Date: September 28, 2010

Posted by hengeshl at 08:09 AM

September 23, 2010

Research Regulatory Management system unavailable Sept. 24 - Sept. 27

The eResearch Regulatory Management system will be unavailable from 5:00 p.m., Friday, September 24, to 7:00 a.m., Monday, September 27, 2010. During this time the system will be updated. System generated notifications, including expiration notices, that were scheduled to be sent September 24-26, will be sent on Thursday, September 23.

The following change may impact study teams:
Merge fields should no longer included in informed consent documents and recruitment materials. The IRB offices will have updated templates posted on their websites and links to those templates will be in the human subjects research application. Study teams with a currently approved application do not need to take any immediate action; for new applications and amendments, the documents should not contain merge fields.

FOR ASSISTANCE OR QUESTIONS:
Information and Technology Services Help Desk
734-764-4357 (4-HELP)
itsadminhelpdesk@umich.edu
Online Help Desk

To: eResearch Study Team Members
From: eRes.Inform
Subject: Research Regulatory Management system unavailable 5 pm September 24 - 7 am September 27
Date: Thursday, September 23, 2010

Posted by cstefans at 11:01 AM

Learn About Accounting Change for Endowment Distributions

Historically, Endowment Distributions have been segregated into 2 buckets (accounts 420200 and 420250) when sent out to the unit’s related Expendable Chartfield.

FinOps is pleased to announce that starting with the September distribution this fiscal year, they will be sending distributions from your endowments at account 624970 (previously sent from both account 624871 and account 624970) and placing them into your expendable funds at account 420200.

Name changes for these accounts (420200 and 624970) will be made to clarify that this is Endowment Distribution. The other 2 accounts will be inactivated. This will standardize Endowment Distributions to use one methodology.

If you have further questions or concerns, please contact your Accounting Services Coordinator in FinOps at AccountingServicesCustomerService@umich.edu.

Thanks,

Jarrod W. Van Kirk
Senior Financial Manager
Accounting Services Customer Service - Financial Operations
Phone: 734-647-3773

Please share with others in your unit, as appropriate. Thank you.

Posted by cstefans at 09:31 AM

September 15, 2010

Official 2010 Information Available in CRAS Data Set

The data in the M-Pathways CRAS data set and its associated CR01 BusinessObjects universe for Spring 2010, Spring-Summer 2010, and Summer 2010 are official as of September 8, 2010. You may use the data as necessary and/or use the queries in the BusinessObjects UM-Maintained reports folder for reporting purposes.

FOR ASSISTANCE OR QUESTIONS:
Information and Technology Services Help Desk
734-764-4357 (4-HELP)
itsadminhelpdesk@umich.eduOnline Help Desk

To: M-Pathways CRAS Data Set Users
Cc: Student Administration Unit Liaisons
From: ITS-Inform
Subject: Official 2010 Information Available in CRAS Data Set
Date: Wednesday, September 15, 2010

Posted by cstefans at 03:32 PM

Updates to eResearch Proposal Management data set

On Tuesday, September 14, 2010, changes were applied to the Proposal Management Research data set. A number of new tables and data elements were added. For a summary of the changes, please refer to http://www.umich.edu/~eresinfo/erpm/datasetsept2010.html.

The Proposal Management data dictionary has been updated to reflect these changes. View the dictionary on the ITS website at: http://www.mais.umich.edu/reporting/download/dwerpmdict.pdf.

FOR ASSISTANCE OR QUESTIONS:
Information and Technology Services Help Desk
734-764-4357 (4-HELP)
itsadminhelpdesk@umich.edu

cc: Research Unit Liaisons

-----Original Message-----
From: eRes.Inform [mailto:eres.inform@umich.edu]
To: eResearch Proposal Management data set users
Sent: Wednesday, September 15, 2010 2:03 PM

Posted by hengeshl at 02:45 PM

Update! Workaround for Punch Timesheet

The workaround that requires you to first click Submit on the Punch Timesheet is still required for punches made prior to 6:30 a.m. this morning, Wednesday, September 15.

The next time you open the Punch Timesheet for an employee, you should first click Submit to ensure the punches recorded prior to today have hours updated into the Punch Total fields. You may then update, approve, and submit time as normal.

You do not need to use the workaround for new punches recorded after 6:30 a.m., Wednesday, September 15, 2010.

FOR QUESTIONS OR ASSISTANCE
Information and Technology Services Help Desk
734-764-4357 (4-HELP)
itsadminhelpdesk@umich.edu
Online Help Desk

To: Campus Timekeepers
From: ITS-Inform
Subject: Update! Workaround for Punch Timesheet
Date: Wednesday, September 15, 2010

Posted by cstefans at 02:11 PM

New! Exam and Class Meeting Pattern Data Added

The Student Records data set and the associated BusinessObjects universe (SA03) were recently updated to include exam and class meeting pattern data. The data set enhancements include:

1. New! CLASS_EXAM table
Class exam data is entered into M-Pathways Curriculum Management pages by Curriculum and Exam Maintainers and Office of the Registrar staff. The new CLASS_EXAM table contains the following fields:
• CRSE_ID
• CRSE_OFFER_NBR
• TERM
• SESSION_CODE
• CLASS_SECTION
• CLASS_EXAM_SEQ
• EXAM_DT
• EXAM_START_TIME
• EXAM_END_TIME
• FACILITY_ID
• FACILITY_DESCR
• CLASS_EXAM_TYPE
• CLASS_EXAM_TYPE_DESCR

2. New! CLASS_MTG_PAT fields
The following fields have been added to the CLASS_MTG_PAT table to assist with reporting on classes that have multiple class meeting patterns.
• MEETING_START_DT
• MEETING_END_DT

The new CLASS_EXAM table and the new CLASS_MTG_PAT fields can be found in both the Enrollment and Stand Alone folders in the SA03 Business Objects universe.

Documentation and Support
• Refer to the updated Student Records Data Dictionary.
• The following documents are on My LINC:
Student Records Data Set in the Data Warehouse - Quick Reference includes a summary of the Student Records data set.
BusinessObjects WebI Resources – Web Page includes links to important training resources for BusinessObjects users.

FOR ASSISTANCE OR QUESTIONS
Contact the Information and Technology Services Help Desk:
734-764-4357 (4-HELP)
itsadminhelpdesk@umich.edu
Online Help Desk


To: M-Pathways Student Records Data Set Users
Cc: Student Administration Unit Liaisons
From: ITS-Inform
Subject: New! Exam and Class Meeting Pattern Data Added
Date: Wednesday, September 15, 2010

Posted by cstefans at 10:54 AM

September 14, 2010

Webinar on GPR Payroll Reports

You are invited to “attend” a live 30-minute webinar on Gross Pay Register (GPR) payroll reports on Wednesday, September 22 from 9:00-9:30 a.m.

Matt Rose (ITS Payroll/Time & Labor) will demonstrate the different M-Pathways options for GPR payroll reports, from BusinessObjects to HEODS on-demand reports and public queries. Learn about the process and timing that creates GPR data, as well as how to access the different report options.

Virtual seats are limited! Register here for the live broadcast. A recording of the Webinar will be available on the BITV web page in My LINC after September 22.

Posted by hengeshl at 08:14 AM

September 10, 2010

FIN Sept. 15 Meeting Agenda & Materials

Posted by nge at 12:04 PM

Important! Temporary Timesheet Workaround Steps

Time entry fields on the M-Pathways Timesheet page will be grayed-out for select student employees in the current biweekly pay period. This impacts students whose workgroup changed from Temporary to Workstudy effective Tuesday, September 7, 2010. It also applies to employees who are hired on a day other than the first day of the pay period.

Workaround Steps
To open the grayed-out fields on the Timesheet page:
1. Select Week in the View By field.
2. Type the first date for which you need to report time in the Date field.
3. Click the Refresh button.
4. Enter hours in the editable date fields and select the appropriate Time Reporting Code(s).
5. Click the Submit button.
6. If necessary, click Next Week >> and complete the time entry and submittal steps for the remainder of the pay period.

If your department is a self-service time entry unit, please inform your student employees of the workaround steps.

This workaround is necessary when employees change workgroups or are hired mid-pay period. For this biweekly pay period, it is mainly required due to workgroup changes based on the date students became eligible to receive work-study earnings.

For Questions or Assistance
Contact the ITS Administrative Help Desk:
734-764-4357 (4-HELP), option 4
itsadminhelpdesk@umich.edu
Online Help Desk

To: Campus Timekeepers
Cc: TL CENTRAL OFFICE UPDATER role
From: ITS-Inform
Subject: Important! Temporary Timesheet Workaround Steps
Date: September 10, 2009

Posted by cstefans at 09:27 AM

September 09, 2010

Sept. 15 Financial Unit Liaison Meeting Reminder/Agenda

On behalf of ITS and the Financial Unit Liaison program, we hope you can join us at the September 15 meeting.

Time: 8:30 – 10:30 a.m.
Place: Kipke Conference Center, Rm 2029-2043
Hot beverages and water will be provided

Agenda

Concur update: Eric Kruse, Finance Project Management Office, will provide up-to-date information on the Concur Travel and Expense cross-campus implementation.

DART update: Deb Mero, ITS, and Jean Rauchholz, Financial Operations, will provide an overview of progress on the Donor & Alumni Relationship Tool project.

Month end close date change: Russ Fleming, Financial Operations, will share information about the new month end close date and other related changes/reminders.

New SPG 501.7-1 impacts Human Subject Incentives Program: Kathy Crawford, Treasurer’s Office, will review changes related to the November 1 HSIP implementation, including P-Card changes and Imprest Cash Fund closures.

We expect to post the agenda and PowerPoint presentations on Monday, September 13, so you can print any that you’d like to bring with you to the meeting on Wednesday.

Look forward to seeing you. --ml

Margaret Loveless
Marketing Communications Lead
Information and Technology Services
734.615-1253


To: 'mpathways.liaison@umich.edu'
Cc: 'mpathways.liaison2@umich.edu'; MAIS FINCPU BSA; MAIS FINCPU Lead Team;
From: Margaret Lovless
Subject: September 15 Financial Unit Liaison Meeting Reminder and Agenda
Date: September 09, 2010

Posted by cstefans at 12:31 PM

eResearch Proposal Management system unavailable 3:00 p.m., 9/14 - 7:00 a.m., 9/15

The Research Proposal Management data set and its related BusinessObjects universe will be unavailable from 3:00 p.m. Tuesday, September 14 through 7:00 a.m., Wednesday, September 15, 2010. During this time modifications and enhancements will be applied.

No other data sets in the U-M Data Warehouse will be affected by this outage. Details about the enhancements will be communicated when the update is complete.

FOR ASSISTANCE OR QUESTIONS:
Information and Technology Services Help Desk
734-764-4357 (4-HELP)
itsadminhelpdesk@umich.edu

To: eResearch Proposal Management Data Set Users
Cc: Research Unit Liaisons
From: eRes.Inform
Subject: eResearch Proposal Management system unavailable 3:00 p.m., 9/14 - 7:00 a.m., 9/15
Date: September 9, 2010

Posted by cstefans at 09:51 AM