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November 28, 2011

DART Update – Comprehensive Testing

In late September, the DART Team received and deployed the final version of Blackbaud’s software that will be used at go-live in March. The team, including representatives from the development and finance communities, have been involved in comprehensive testing of the system, to make sure it can handle all our complex business processes.

First Comprehensive Testing Cycle Completed

November – December: Comprehensive Testing Cycle 2

The third and final cycle of Comprehensive testing will begin in late January and end in February. The focus will be on retesting all areas, as well as any applied fixes to previously identified incidents, and to finalize data conversion routines.

Posted by lburgamy at 01:08 PM

Volunteer to Test Training

The DART team is looking for a pool of volunteers to test training materials between 12/5/2011 – 01/23/12. The time commitment for volunteers will vary from 1-5 hours depending on the course. Speak with your supervisor & complete this survey to volunteer.
http://umichitsurveys.qualtrics.com/SE/?SID=SV_cSFWZC5RMYzUGUY

Posted by lburgamy at 12:24 PM

What should you do to prepare for DART?

Unit Liaisons are reviewing who needs access to DART, and will assign security roles to each staff member who needs access. Each person’s security role(s) will determine what kind of training each person needs to complete before he/she is granted access to DART.

Watch for DART access and training information from your Unit Liaison and the DART team.

Posted by lburgamy at 12:14 PM

Who needs access to DART?

Unit Liaisons are reviewing who has access to EIS, DAC, and the DAC BusinessObjects Universe to determine what kind of access staff members will need in DART. Access to DART will be managed through “security roles.”

What are Security Roles in DART?

For more details on Security Roles and training, visit: http://www.mais.umich.edu/project_infocenter/announcement_dart.php?guid=20111128121404
For a list of Unit Liaisons, visit: http://www.mais.umich.edu/groups/liaisonlist.html

Posted by lburgamy at 11:58 AM

November 22, 2011

Unofficial Information Available in CRAS Data Set

The data in the CRAS data set and its associated CR01 BusinessObjects universe for Fall 2011 was loaded on 11/21/2011. The Office of Budget and Planning is performing a series of data checks and adjustments that may significantly change this preliminary data. It is strongly suggested you NOT consider the data "official" until notified. You will be notified via e-mail when the CRAS data 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: M-Pathways CRAS Data Set Users
cc.: Student Administration Unit Liaisons
From: ITS-Inform [its-inform@umich.edu
Subject: Unofficial Information Available in CRAS Data Set
Date: November 22, 2011

Posted by nancyf at 12:26 PM

November 21, 2011

Changes in Timing of Space Management Data Set Refresh

Beginning November 22, 2011 we will refresh the Space Management data set DAILY to facilitate reporting on space usage across campus. For updated information about the data set refresh schedule, see http://www.mais.umich.edu/reporting/datasets_refresh.html#phys.

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: U-M Data Warehouse Space Management Data Set Users
From: ITS-Inform
Subject Line: Changes in Timing of Space Management Data Set Refresh
Date: Monday, November 21, 2011

Posted by lcsteele at 04:20 PM

November 18, 2011

Identify Department Sponsoring Authority

Please identify a sponsoring authority for your department(s) as discussed in the HRMS UL meeting on 10.21.2011.

Posted by nge at 04:24 PM

November 16, 2011

PO Voucher Approval Process – Updates and Tips

The following updates have been made to the PO voucher approval process:

NEW WORKFLOW RULE
PO vouchers under $ 10,000 requiring approval will be routed to the PR Department Manager if the original ePro requester:
-- Has left the University, or
-- No longer has the PR EPRO USER role in M-Pathways.
In this case, you will see a “Skipped” step on the Approval History page to indicate that the original requester is not available to approve/deny the voucher; followed by a step showing your name.

SPECIFY AN ADDITONAL APPROVER
You can now specify an additional approver. We anticipate limited use of this function, but common uses may include:
-- As an ePro requester, you receive an approval request but you no longer work for that department.
-- As a PR Department Manager, you receive an approval request for a PO voucher under $10,000 because the original ePro requester is not available, but you prefer that an ePro user provide final approval.

Steps to add an approver:
1. Click the plus sign next to your name in the Requestor Approval box.
2. Enter (in capital letters) or select the uniqname of the person to approve the voucher.
3. Click the Approver radio button.
4. Click Insert.
5. Click Approve.

Tips:
-- The additional approver does not act as your substitute! You must approve the voucher to route it to an additional approver.
-- The system always tries to route a PO voucher under $10,000 requiring approval to the person who created the original ePro req.
-- The more approvers for a voucher, the longer it may take to pay the vendor.

EMAIL NOTIFICATIONS
-- To reduce the number of emails for the voucher approval process, you will no longer receive an email after the PO voucher is finally approved.
-- Look closely at the Subject line of the email notifications. “Review is requested” indicates the email is an FYI about the approval process. “Approval is requested” identifies that you need to take action for the voucher.

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 eProcurement Users and PR Department Managers
From: ITS-inform
Subject: PO Voucher Approval Process – Updates and Tips
Date: Tuesday, November 15, 2011

Posted by lcsteele at 08:01 AM

November 15, 2011

SA Update, Issue #73, November 2011

The latest Student Administration (SA) Update is on My LINC, and it contains information about:
• Heavy System Usage During Early Registration
• Students Able to View Textbook Data on November 8
• It's Time to Check Grade Roster Access
• Assisting Students? View Training Materials in Student Business Help Pages
• Assisting Faculty? Open Faculty Business Help Pages via My LINC
• Help New Instructors Avoid Log in Errors

Visit the SA Update Online.

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

FOR ASSISTANCE AND QUESTIONS
Contact the 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: M-Pathways Student Administration Users
From: ITS-Inform
Subject: SA Update, Issue #73, November 2011
Date: November 15, 2011

Posted by lcsteele at 01:52 PM

November 09, 2011

eResearch Regulatory Management update

The eResearch Regulatory Management system is being upgraded to version 2.6.7 Thursday morning, November 10, during the regular maintenance window. A summary of the system changes is available at: http://www.umich.edu/~eresinfo/errm/rnotes/releasenote_v2.6.7.html.

To: eResearch Regulatory Management System Users
From: eres.inform@umich.edu
Subject: eResearch Regulatory Management update
Date: November 9, 2011

Posted by nancyf at 10:23 AM

November 07, 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: Faculty & Staff > 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 October 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
Subject: Updated Project/Grant Financial Reports in M-Reports
Date: November 7, 2011

Posted by nancyf at 11:52 AM

October 2011 Business Closed

October business closed on Friday, November 4, 2011. FINODS, the Financial data set and the associated BusinessObjects universes in the U-M Data Warehouse were refreshed early in the morning of Sunday, November 6, 2011.

To run the monthly financial reports from FINODS, see the applicable My LINC documents at:

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 in MCommunity.

To: monthendclosenotification
From: ITS-Inform
Subject: October Business Closed
Date: November 7, 2011

Posted by nancyf at 08:54 AM