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September 29, 2011
BI Event: Streamlining the Data Flow Process with ETL Best Practices
On Monday, October 17, Carrie Shumaker and Fusen Li, from the ITS Data Delivery team, will demonstrate how ETL best practices and tools will make your ETL process fast, stable, adaptable, and automated.
October 17, 2011
8:30am – 10:00am
Palmer Commons
Great Lakes Room (4th Floor)
100 Washtenaw Ave. 48109
Map
Posted by mrschlei at 10:22 AM
September 27, 2011
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 2011 was extracted and loaded on September 27, 2011. As soon as the data has been checked for accuracy, an email will be sent indicating the counts are official.
FOR ASSISTANCE OR QUESTIONS
Contact the ITS Service Center:
734-764-HELP (764-4357)
4HELP@umich.edu
http://its.umich.edu/help
M-F, 7 a.m.-6 p.m. (phone and email); Sun, 1-5 p.m. (email)
To: Third Week Count Data Set Users
cc: Student Administration Unit Liaisons
From: ITS-Inform
Subject: Unofficial Information Available in Third Week Count Data Set
Posted by nancyf at 09:43 AM
September 22, 2011
DART Road Show - Recorded Session 08/11/11
Curious about the new Donor Alumni Relationship Tool (DART)? View the Road Show to see how to: navigate/get around different menus, screens, and pages; view information about constituents; and view gift information.
The 1-hour recording shows the presentation slides with the presenter's audio. (Follow this link to launch the recording from this page.)
Intended Audience
- Anyone that has used EIS or DAC in the past.
- Anyone from the Development Community that will use DART in the future.
The Road Show will cover the basic information that everyone from Development will be able to view in DART. Note: This session covers DART from a development perspective, rather than finance.
What is DART?
DART is the Donor & Alumni Relationship Tool replacing the Donor, Alumni, and Constituent Database (DAC). DART will help manage information about relationships and interactions that the University of Michigan has with colleagues, alumni, friends, foundations and corporations. Some big ways DART will help us manage lifelong relationships:
- Easy access to real-time donor information
- Ability to view information about people and organizations seamlessly & in one book of record. All the data you need to do your job is in one place, at your fingertips!
- Viewable connections and relationships between donors, organizations, and interests
- A holistic picture of a donor’s entire history with U of M, including communications, gifts, prospect plans, and wealth ratings.
Posted by lburgamy at 10:00 AM
What should you do to prepare for DART?
Unit Liaisons are helping with specific tasks to prepare schools/colleges/units for the transition. In the meantime, you can review some of these online resources.
Stay informed (DART website)
- DART Newsletters
- In the Know
- Unit Liaison updates
Get a glimpse
- Check out a recording of the August DART Road Show
- You’ll see how to: get around different menus and pages; view information about people (summary/quick views, contacts, gift information, portfolio management, events and more)
Know that training is coming
- Training will include online materials, eLearning, and instructor-led sessions
- Unit Liaisons will help identify the training needed for members of their school, college, unit
- Training schedule and course information coming in November
Posted by lburgamy at 09:47 AM
DART brings new Online and Events Management capabilities
The Office of Reunions and Reunion Giving (ORRG) provided a unique opportunity to explore some of the new online capabilities we will have when DART goes live. The site allows alumni to find and register for reunion events in one place. Specifically, the ORRG site used the new web-content editor to help staff create and edit site content.
Shannon Wilson, Associate Director of ORRG, says the site is getting great feedback from committee members and the alumni association. She also reported that the site is looked at as a model for some Big Ten universities – The Ohio State University’s alumni association contacted her for more information on how the ORRG site was created.
Highlights of Online and Events Management capabilities coming in DART
- Web-content editor – helps staff quickly create and edit content on events websites, without special graphic or web design coding skills
- Social media integration – enriches site content by allowing Flickr albums, Facebook pages and actions (e.g. likes, sharing), Twitter feeds and more to be incorporated into websites
- Guest list and registration management – helps staff create and manage guest lists, identify if/when someone registers for an event
- Events-related communications – automates registration confirmations, reminders, and follow-up communications
- Metrics and tracking – records messages and registrations directly in constituent records, offers email metrics, e.g. clickthroughs
Later this fall, the DART team hopes to demonstrate some of the new Events features that will be available after DART goes live.
Posted by lburgamy at 09:41 AM
Drive for Go Live
We are less than 200 days from our target Go Live: March 26, 2012. The project team has worked hard all summer in preparation for comprehensive testing this fall. The team, and others from the development and finance communities, will test DART to make sure it accommodates all our business processes. For example, they will test to make sure DART can handle all the ways we process gifts at the university.
Training is coming in early 2012- Training will be specific to the job/role responsibilities for each staff member.
- Training will include online materials, eLearning, and instructor-led sessions.
- Unit Liaisons will help identify the training needed for members of their school, college, unit.
- Training schedule and course information coming in November
Posted by lburgamy at 09:36 AM
September 14, 2011
New Features Added to DBE Workflow
In an effort to continually improve and align processes, new features have been added to the DBE Workflow pages. The new features ensure that the two current workflow processes, DBE and Additional Pay, look and function very similarly.
Approval Groups and the DBE Transaction Notification group box are now available when you create or update a DBE Workflow Transaction. If the transaction requires approval from Dearborn Campus, Flint Campus, Graduate Medical Education, or Sponsored Programs, simply select the group name in the Approver(s) field and then select the appropriate individual from the Lookup in the EmplID field. If an Approval Group is not required, simply select Individual and then either type the EmplID or use the Lookup in the EmplID field.
The DBE Transaction Notification group box enables you to add individuals (who are not listed as Approvers) that should be notified when the final approval for the transaction has taken place.
Comments are now required on all DBE Workflow Transactions.
Two new options are available when you use the DBE Data Selection: EmplID and Approver Area.
Training documents have been updated and are available on the HR Workflow Transactions page in My LINC.
For Assistance and Questions
Contact ITS Service Center:
734-764-HELP (764-4357)
4HELP@umich.edu
http://its.umich.edu/help
M-F, 7am-6pm (phone and email); Sun, 1-5pm (email).
To: DBE Workflow Users
cc: HRMS Unit Liaisons
From: ITS-Inform
Subject: New Features Added to DBE Workflow
Date: September 14, 2011
Posted by nancyf at 12:10 PM
September 09, 2011
Updated Project/Grant Financial Reports in M-Reports
To view the current financial status for your project/grants, access M-Reports on Wolverine Access http://wolverineaccess.umich.edu/reporting_secondary.jsp.
The navigation path is: University Business > Reporting > M-Reports. Once in M-Reports, click the appropriate tab(s), as follows, to view your reports:
-- If you are responsible for both sponsored research and non-sponsored projects, click the Research tab and toggle between the Sponsored P/G and UM-Funded/Gifts/Other P/Gs sub-tabs, as needed.
-- If you are responsible for only UM-Funded, Gift, or Other projects, click the Fin. Mgmt tab.
M-Reports provides:
-- Official balances, as of August 2011 business close.
-- Projected balances, recalculated daily to reflect recent activity and upcoming commitments (e.g., salary, financial aid, purchasing, departmental).
-- Links to underlying transaction details.
FOR ASSISTANCE OR QUESTIONS
Contact the ITS Service Center:
734-764-HELP (764-4357)
4HELP@umich.edu
http://its.umich.edu/help
M-F, 7 a.m.-6 p.m. (phone and email); Sun, 1-5 p.m. (email)
To: Principal Investigators and Project Administrators
From: U-M Financial Operations [its-inform@umich.edu]
Subject: Updated Project/Grant Financial Reports in M-Reports
Date: September 9, 2011
Posted by nancyf at 12:37 PM
August 2011 Business Closed
August business closed on Thursday,September 8, 2011. FINODS, the Financial data set and the associated BusinessObjects universes in the U-M Data Warehouse were refreshed early in the morning of Friday, September 9, 2011.
To run the monthly financial reports from FINODS, see the applicable My LINC documents at:
- ‘Run and View the Financial Report Package Using the “SOA Reports by” Options’
- ‘Run and View the Financial Report Package in M-Pathways’
To learn about additional Statement of Activity report options, see the Alternatives to Printed Statements web page.
FOR ASSISTANCE OR QUESTIONS
Contact the ITS Service Center:
734-764-HELP (764-4357)
4HELP@umich.edu
http://its.umich.edu/help
M-F, 7 a.m.-6 p.m. (phone and email); Sun, 1-5 p.m. (email)
_______
This message is sent monthly to the monthendclosenotification e-mail group. This is a joinable group, which means you can add or remove yourself from this group.
To: monthendclosenotification
From: ITS-Inform
Subject: August 2011 Business Closed
Date: September 9, 2011
Posted by nancyf at 10:10 AM
Additional Pay Workflow Transactions - Interchanges and Implementation Schedule
You are receiving this email because you are a member of the HRMS UL or HRCG email groups or you have a security role in HRMS M-Pathways that permits you to view and update Additional Pay data.
Effective November 21, 2011, most “Additional Pay Submittal Form” transactions and all “Special Payment Form” transactions will be discontinued. In place of these two forms, departmental representatives will transition to using Additional Pay Workflow transactions.
To learn about Additional Pay Workflow, please attend one of the following Interchanges. You will learn about the new functionality, see a demo and be given information to assist you with the transition to using Additional Pay Workflow in your department.
INTERCHANGE SCHEDULE
You do not need to register to attend an Interchange. Please contact Norel Tullier at norel@umich.edu if you have questions about the Interchanges.
All sessions are held from 3:00 to 4:30 p.m.
-- September 15: Wolverine Tower, Room G18
-- October 17: Central Campus, Rackham Amphitheater, 4th floor Rackham Building
-- October 21: North Campus, Johnson Rooms, 3rd floor Lurie Engineering Center
-- November 10: Wolverine Tower, Room G18
Remember! Process changes and security roles must be in place by November 21, 2011. Thank you.
FOR ASSISTANCE OR QUESTIONS
Contact the ITS Service Center:
734-764-HELP (764-4357)
4HELP@umich.edu
http://its.umich.edu/help
M-F, 7 a.m.-6 p.m. (phone and email); Sun, 1-5 p.m. (email)
To: Additional Pay Workflow Transaction Users
From: ITS-Inform
Subject: Additional Pay Workflow Transactions - Interchanges and Implementation Schedule
Date: September 9, 2011
Posted by nancyf at 09:11 AM
September 08, 2011
Official Spring 2011, Spring-Summer 2011, Summer 2011 Information Available in CRAS Data Set
The data in the M-Pathways CRAS data set and its associated CR01 BusinessObjects universe for Spring 2011, Spring-Summer 2011, and Summer 2011 are official as of September 6, 2011. 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
Contact the ITS Service Center:
734-764-HELP (764-4357)
4HELP@umich.edu
http://its.umich.edu/help
M-F, 7 a.m.-6 p.m. (phone and email); Sun, 1-5 p.m. (email)
To: M-Pathways CRAS Data Set Users
cc: Student Administration Unit Liaisons
From: ITS-Inform [its-inform@umich.edu]
Subject: Official Spring 2011, Spring-Summer 2011, Summer 2011 Information Available in CRAS Data Set
Date: September 8, 2011
Posted by nancyf at 11:37 AM
September 07, 2011
Timesheet Steps for Student Employees with Workgroup Changes
The data entry fields on the M-Pathways Timesheet will be grayed-out for select student employees in the current biweekly pay period, which began September 4, 2011. This is because their Workgroups changed from Temporary to Workstudy effective Tuesday, September 6.
If your department is a self-service time entry unit, please inform your student employees of the workaround steps detailed below.
Workaround Steps on the Timesheet Page
1. Select Week in the View By field.
2. Type the date the employee became active or had a Workstudy change in the Date field.
3. Click the Refresh button.
4. Enter hours in the open 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.
Note: The data entry fields on the M-Pathways Timesheet are grayed-out for employees when, in mid-pay period, they become newly active (e.g. new hire) or have an appointment change that results in a change to their Time and Labor Workgroup.
For Assistance and Questions
Contact ITS Service Center:
734-764-HELP (764-4357)
4HELP@umich.edu
http://its.umich.edu/help
M-F, 7am-6pm (phone and email); Sun, 1-5pm (email).
To: Electronic Timekeepers, Self-Service Time Approvers, and Punch Time Approvers
cc: HRMS Unit Liaisons
From: ITS-Inform
Subject: Important! Temporary Timesheet Workaround Steps
Posted by nancyf at 10:47 AM