April 26, 2012

RESEARCH Apr. 30 Meeting Agenda

(eRPM System updates, Proposal Management Training Courses, Conflict of Interest project update)

Posted by doughb at 05:40 PM

December 07, 2011

RESEARCH Dec. 13 Meeting Agenda & Materials

(Award Acceptance Process, eRPM Update, Conflict of Interest project)

Posted by nge at 12:47 PM

July 18, 2011

FIN Jul. 20 Meeting Agenda & Materials

Posted by nge at 02:37 PM

June 24, 2011

RESEARCH Jun. 28 Meeting Agenda & Materials

Posted by nge at 02:53 PM

June 09, 2011

HRMS Jun. 17 Meeting Agenda & Materials

Posted by nge at 02:45 PM

May 19, 2011

HRMS May 20 Meeting Agenda & Materials

Posted by nge at 09:54 AM

December 03, 2010

RES Dec. 7 Meeting Agenda & Materials

Posted by nge at 03:04 PM

October 22, 2010

DEV Oct. 22 Meeting Agenda & Presentation

Posted by lburgamy at 01:55 PM

October 06, 2010

New Travel Registry Interchange Invitation

As a member of the global engagement or UM travel health insurance administration community, please plan to attend:

New Travel Registry Information Interchange
Wednesday, October 27, 2010, 10AM – Noon
Fourth Floor Rackham Amphitheatre, Rackham Building
Ann Arbor Campus

The interchange will introduce you to the new M-Pathways Travel Registry. The new registry is designed to improve and increase collection of traveler information to ensure rapid U-M response in the event of an emergency for our increasing numbers of global travelers. The Travel Registry will serve students, faculty and staff on the Ann Arbor, Dearborn and Flint campuses.

See a demonstration of the new registry’s features, including individual, group, and quick copy registration. Information about the Travel Registry’s November rollout, as well as plans for expanded features for 2011, will also be discussed. Experts will be on hand to present the new registry and answer your questions. If you are not able to join us, the event will be recorded and distributed to you after the meeting.

You do not need to register for this event. And feel free to share this invitation with colleagues who are also responsible for international travel registration or travel health insurance enrollment.

We look forward to seeing you on October 27! If you have questions, please contact ckroot@umich.edu.

From: Nowak, Elaine
Sent: Wednesday, October 06, 2010 4:35 PM
To: hthtraveladmins@umich.edu
Cc: mpathways.studentliaison@umich.edu; hrms.uls@umich.edu; hrms.ul2@umich.edu;

Posted by hengeshl at 04:38 PM

September 23, 2010

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 10, 2010

FIN Sept. 15 Meeting Agenda & Materials

Posted by nge at 12:04 PM

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

June 21, 2010

RESEARCH Jun. 29 Meeting Agenda

Posted by nge at 10:55 AM

RESEARCH Jun. 29 Meeting Agenda

Posted by nge at 10:55 AM

June 15, 2010

HRMS Jun. 18 Meeting Agenda & Materials

Posted by nge at 01:20 PM

June 11, 2010

FIN Jun. 16 Meeting Agenda & Materials

Posted by nge at 10:08 AM

May 26, 2010

Research: DRDA Renovations

The offices of the Division of Research Development and Administration (DRDA) will be undergoing renovation beginning June 1. The renovation will be done in four phases and is expected to be completed in late July.

While DRDA intends to maintain full operations during the renovations, there may be a delay in response time. During this period, timely routing of proposals to DRDA will be particularly important to help insure proper review and on-time submission to sponsors. We ask for your patience and understanding during this time. Thank you.

~ Dennis

======================================================================
Dennis J. Cebulski
Assistant Director
Division of Research Development and Administration University of Michigan
PHONE: 734-764-7232 FAX: 734-764-8510
E-MAIL: cebulski@umich.edu
======================================================================


To: drda-net@umich.edu
From: Dennis J. Cebulski
Subject: DRDA Renovations
Date: Wednesday, May 26, 2010


Posted by cstefans at 03:10 PM

May 06, 2010

Communications for M-Pathways Student Administration and Human Resource Managemeent Tools Upgrade May 8-9

This is to inform you about some communications related to the M-Pathways Student Administration and Human Resource Management System infrastructure that will be upgraded this weekend, May 8-9, 2010.

1. The message below was sent earlier today to Spring and Spring Summer Instructors to remind them of the time that Faculty, Student and Employee Business will be unavailable on May 8 and 9.
2. You were copied on a message sent earlier today to Student Administration and Human Resource Management System Users to remind them of the dates/times of the upgrade and service interruptions that impact HEPROD and HEODS on May 8 and 9.
3. Yesterday afternoon a reminder message was sent to Laurita Thomas, Lester Monts, and Rowan Miranda about the Tools Upgrade this weekend.

Additional Information
Please check the PeopleTools 8.5 Upgrade page where you will find information about minor menu changes and other details. Upgrade status will be posted on Wolverine Access, Citrix, CTools, and the PeopleTools 8.5 Upgrade page during the upgrade.

FOR QUESTIONS OR ASSISTANCE
Information and Technology Services Help Desk
734-764-43357 (4-HELP)
itsadminhelpdesk@umich.edu
http://www.mais.umich.edu/online_help_desk/

To: HRMS and Student Administration Unit Liaisons
From: Jan Eckert, Unit Liaison Coordinator
Subject: Communications for M-Pathways Student Administration and Human Resource Managemeent Tools Upgrade May 8-9
Date: May 06, 2010

----------------------Forwarded Message----------------------
To: Spring and Spring Summer Instructors
From: ITS-Inform
Subject: Faculty Business Service Interruption Starting Saturday, May 8 at noon
Date: Thursday, May 06, 2010

Reminder: Faculty Business Service Interruption Starting Saturday, May 8 at noon.

Noon, Saturday, May 8 - Noon, Sunday, May 9: Faculty, Student and Employee Business will be unavailable for an upgrade.

ITS Help Desk Open Sunday, 5/9 at noon
Since next week is the first week of the Spring term, faculty and students can get assistance on Sunday, May 9 by calling 734-764-4357 (4-HELP).
• ITS Help Desk staff will be available from Noon to 5 PM
• Limited phone support will be available after 5 PM
• Help Desk resumes normal hours of operation on Monday, May 10 at 8 AM
Visit Help:Self Service Menu to learn about minor upgrade related changes.
You can follow upgrade status on Wolverine Access

Posted by cstefans at 02:00 PM

April 13, 2010

HRMS Apr. 16 Meeting Agenda & Materials

Posted by nge at 05:52 PM

March 16, 2010

HRMS Mar. 19 Meeting Agenda & Materials

Posted by nge at 04:00 PM

March 11, 2010

FIN Mar. 17 Meeting Agenda & Materials

Posted by nge at 10:43 AM

February 05, 2010

HRMS Feb 19 Meeting Agenda & Materials

Posted by nge at 11:00 AM

February 03, 2010

HRMS Unit Liaison Role for E-Verify at U-M

Read the two messages below for important information about the implementation of E-Verify at U-M. HRMS Unit Liaisons will be the initial point of contact when their unit receives a federal contract requiring verification of the identity and work eligibility of all faculty and staff, including temporary staff, working on the contract.

----------
From: Day, David
Sent: Tuesday, February 02, 2010 3:54 PM
To: Eckert, Janice L
Subject: E-Verify

Dear HRMS Unit Liaisons,

Below is a copy of an e-mail from Tim Wood, Sr. Director, University Human Resources to Deans, Directors, and Department Heads with an update about the university’s implementation of E-Verify. If you are a HRMS Unit Liaison in a unit that currently has faculty or staff (including temporaries) identified as working on a federal contract containing the FAR E-Verify clause you have already been contacted about the E-Verify process. For those of you who have not been contacted, I will be providing information and updates about E-Verify at the next HRMS Unit Liaison Meeting on February 19, 2010. Awareness and understanding of this key compliance requirement is critical to ensure that U-M is able to continue to receive federal contract funding. For more information visit http://www.hr.umich.edu/everify/ or contact me directly.

Thank you,
David Day
Project Manager, E-Verification/Compliance Initiative
University Human Resources, University of Michigan
Phone: (734) 936-4523; Fax: (734) 763-6787

Dear Deans, Directors and Department Heads:

If your unit provides contracted services to the U.S. government, federal regulations now require the university to electronically verify the identity and work eligibility of all faculty and staff on the contract whenever the requirement (known as the FAR E-Verify clause) is specified. The verification system is known as E-Verify, and all federal contractors must use this new system when required. The university began using E-Verify in December and will continue using it to verify faculty, staff, and new hires working on federal contracts.

WHO IS AFFECTED
* Faculty, staff and temporary employees assigned to federal contracts must be validated through the government's E-Verify system, which cross checks information provided on I-9 Forms with data in Social Security Administration and Department of Homeland Security databases.
* Approximately 450 faculty and staff members university-wide are currently paid on federal contracts.
* Currently grants are not included in this requirement.

WHAT IS THE PROCESS
1. The individual(s) responsible for administration of any federal contracts in your unit should monitor the contracts for inclusion of the E-Verify requirement.
2. DRDA and the Office of Sponsored Programs are assisting by providing notice in standard communications when a new or amended contract includes the E-Verify requirement.
3. When E-Verify is required, the contract administrator should notify their HR Unit Liaison who will partner with University Human Resources to complete the E-Verify process within required time parameters.

If your unit receives federal contracts, you can help ensure university-wide compliance by making certain that PI's and your unit's contract administrator are aware of the E-Verify requirement, routinely monitor all contracts for this new federal obligation, and inform your unit's HR Liaison immediately upon receipt of a contract with the E-Verify clause.

For more information about E-Verify, visit: <www.hr.umich.edu/everify> or contact E-Verify Compliance initiative Project Manager, David Day at 734/763-2387 or by Email at <dlday@umich.edu>.

Sincerely,

Timothy M. Wood
Senior Director, Human Resources

Posted by cstefans at 03:37 PM

December 14, 2009

FIN Dec. 16 Meeting Agenda & Materials

Posted by nge at 02:05 PM

Follow-up Items from 12/8/09 Research UL Meeting

During the 12/08/09 Research Unit Liaison meeting, we introduced the Manage Unit Data functionality in eResearch and a potential Grants.gov in eResearch Tips & Tricks meeting. I wanted to follow-up to confirm a few details.

MANAGE UNIT DATA
All Reviewers in eResearch will have the Manage Unit Data functionality starting 2/1/2010.

Action Required:
• Due 12/18/09 - E-mail erpm.contact@umich.edu, with your plans to use the Manage Unit Data function.
o Plan to use starting 2/1/2010
o Plan to use later
o Do not plan to use or do not know yet
• Due 1/15/10 - Notify your unit of your decision to use unit data
o Not ready yet – refrain from using until further notice although Reviewers will see Manage Unit Data as an option
o Start to enter unit data when released (Expectations, directions, and rules for entering data)
For more information, see: http://www.umich.edu/~eresinfo/erpm/uls/unitdata.html

TIPS & TRICKS – GRANTS.GOV IN ERESEARCH
We have set-up a web-meeting:
• January 11, 2010
• 3:00 - 4:30 pm
• Call in at: (734) 763-3881
• View session materials during the meeting: http://univofmichigan.na6.acrobat.com/erpm/

Topics:
1. Share tips & tricks for working in Grants.gov forms in eResearch
a. Tips for using your browser with eResearch
b. Data mapping - PAF to SF424 forms
c. 424 gotchas (e.g., strict validations)
d. Fellowship - Personal Profiles in the NIH Commons
e. Submission Pre-check
2. Give U-M eResearch Grants.gov users a chance to ask questions about working in Grants.gov forms in eResearch.

Register:
If you would like to attend this session, please register at: http://www.doodle.com/pzpvpwfbmxfsxas6
Forward this message to others from your area that would be interested in this topic.

We will send an invitation to members of the eRPM-info@umich.edu email group after the season days.

Thanks,
Cathy

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

To: 'research.uls@umich.edu'; 'research.ul2@umich.edu'
From: Cathy Handyside
Subject: Follow-up on Items from 12/8/09 Research Unit Liaison Meeting
Date: Monday, December 14, 2009

Posted by cstefans at 01:53 PM

December 10, 2009

New M-Pathways Role for Room Characteristics

As you may have heard at the October 28 Student Administration Unit Liaison Meeting, Information and Technology Services (ITS) created new Room Characteristics functionality in the M-Pathways Financial system to support shared scheduling of classrooms. The new component (three pages) was rolled out earlier this week. In order to support departmental scheduling and the Registrar’s Office Shared Scheduling process, your unit is expected to maintain room characteristics for classrooms. Optionally, you can record characteristics for any room type to meet the possible needs of your department.

By now you should have worked with your unit’s Financial Unit Liaison, budget administrator, curriculum maintainer, facilities manager, and/or IT manager to determine who should maintain room characteristics for your unit. Your Financial Unit Liaison can now request the SM ROOM CHARACTERISTIC USER role, including the required secondary security for the appropriate departments, in OARS for the individual you have identified. If your unit has not assigned an individual to this role by mid-January, your unit will be contacted individually.

The individual who will maintain room characteristics for your unit must take either the instructor-led (MPO101) or the eLearning (MPE101) version of Introduction to M-Pathways as the required training for this role (unless he or she has already taken it). Check the Training History Database to determine if this individual has already completed the required training. If not, once the individual has My LINC access, he or she can register for either course in https://maislinc.umich.eduMy LINC. My LINC also contains training and documentation for maintaining room characteristics. Type “Room Characteristics” in the Search field, then click GO.

The Financial Unit Liaisons are also receiving a message today that indicates the Room Characteristics functionality is available in M-Pathways, provides information on submitting an OARS request for the new SM ROOM CHARACTERISTIC USER role, and reminds them to work with you and others in your unit to determine who should have this role.

Please do not hesitate to contact me if you have any questions or concerns. You may also contact the Space Utilization Initiative at space.utilization@umich.edu.

As always, thank you for your assistance.

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

To: mpathways.studentliaison@umich.edu
From: Eckert, Janice L
Subject: Reminder - New M-Pathways Role for Room Characteristics
Date: Thursday, December 10, 2009

Posted by cstefans at 12:06 PM

Room Characteristics Pages Now Available in M-Pathways And Related Action Items

We are pleased to announce that the Room Characteristics functionality needed to support shared scheduling of classrooms is live in the M-Pathways Financial system. As you may remember from the recent Financial Unit Liaison meeting, the Room Characteristics component contains pages that enable you to track room characteristics and associated contact information. In order to support departmental scheduling and the Registrar’s Office shared scheduling process, your unit is expected to maintain room characteristics for classrooms. Optionally, you can record characteristics for any room type to meet the possible needs of your department. To ensure that M-Pathways reflects accurate, up-to-date information needed for events and shared scheduling, units are expected to update characteristics for classrooms as changes occur.

Access and Security
By now you should have worked together with your unit’s Student Administration Unit Liaison, budget administrator, curriculum maintainer, facilities manager, and IT manager to determine who should maintain room characteristics for your unit. You can now request the SM ROOM CHARACTERISTIC USER role in OARS for the individual who was identified. In addition to the access role, the person selected as your Room Characteristics Maintainer must also have secondary security for the appropriate department(s). Units who do not have an individual assigned to this role by mid-January will be contacted individually.

Training and Documentation
The Room Characteristics Maintainer must take either the instructor-led (MPO101) or the eLearning (MPE101) version of Introduction to M-Pathways as the required training for this role (unless he or she has already taken it). Check the Training History Database to determine if this individual has already completed the required training. If not, once the individual has My LINC access, he or she can register for either course in My LINC. My LINC contains training and documentation for maintaining room characteristics:
• Working with Room Characteristics – reference document – Provides general information about maintaining room characteristics.
• Updating Room Characteristics in M-Pathways – step-by-step procedure – Contains specific instructions on how to use M-Pathways to maintain room characteristics.

Action Items• If you have not already done so, work with the appropriate individuals to identify the person in your unit who should maintain room characteristics.
• Forward this e-mail message to the person you have identified. That person will receive e-mail reminders to update classroom characteristics in mid-January and mid-September each year.
• Submit the access request in OARS for the person you have identified.
• Help to ensure that curriculum, facilities, and IT groups in your unit are informed and prepared for the system and business process changes.

I have also sent the Student Administration Unit Liaisons a brief message today that indicates the Room Characteristics functionality is available in the M-Pathways Financial system and that they should work with you to determine who should have this role.

Please do not hesitate to contact me if you have any questions or concerns. You may also contact the Space Utilization Initiative at space.utilization@umich.edu.

As always, thanks for your assistance.

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

To: mpathways.liaison@umich.edu
From: Eckert, Janice L
Subject: Room Characteristics Pages Now Available in M-Pathways And Related Action Items
Date: Thursday, December 10, 2009

Posted by cstefans at 11:38 AM

November 30, 2009

RESEARCH Dec. 1 Meeting Agenda & Materials

Posted by nge at 09:52 AM

November 16, 2009

FIN Nov. 20 Meeting Agenda & Materials

Posted by nge at 03:49 PM

October 29, 2009

What's New in eResearch Proposal Management

Improvements made to the eRPM system, effective today, plus other helpful tips. See the message from Cathy Handyside, eResearch Proposal Management Project Manager:

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

Posted by cstefans at 09:30 AM

October 26, 2009

Notify Instructors that Fall 2009 Teaching Evaluations Are Available

If your department has already ordered Fall 2009 end-of-course teaching evaluations, please notify your instructors that their evaluations are ready for review in the Faculty Center on Wolverine Access. Instructors with questions about their evaluations should contact their departments immediately.

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

Posted by cstefans at 09:58 AM

October 23, 2009

SA Oct. 28 Meeting Agenda & Materials

Posted by nge at 03:44 PM

October 13, 2009

HRMS Oct. 16 Meeting Agenda & Materials

Posted by nge at 03:34 PM

September 21, 2009

FIN Sept. 23 Meeting Agenda & Materials

Posted by nge at 10:20 AM

September 15, 2009

RESEARCH Sept. 15 Meeting Agenda & Materials

Posted by nge at 10:11 AM

July 16, 2009

HRMS July 17 Meeting Agenda and Materials

Posted by mrschlei at 10:34 AM

July 08, 2009

STUDENT June/July Action Items

The information you need to review the presentations on the Online Help Desk and MCommunity is available. Jan Eckert sent the following information to Student Liasons for review.

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

Posted by cstefans at 11:19 AM

July 07, 2009

HRMS June/July Action Items

Follow-up information and action items from the June 19, 2009 HRMS Unit Liaison Meeting are available. Jan Eckert sent the following information to all HRMS Liasons for review. The meeting agenda has been updated to include a link to the video of the entire meeting as well as links to each individual presentation.

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

Posted by cstefans at 01:35 PM

June 12, 2009

HRMS June 19 Meeting Agenda

Posted by nge at 11:22 AM

April 30, 2009

New M-Reports Role in OARS

The Online Access Request System (OARS) now allows you to request M-Reports access to view the Source/Use Year-To-Date report. The e-mail below was sent to the people in your unit(s) who were automatically granted access to this report. Recipients included the following:


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:

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>.


Posted by cstefans at 11:19 AM

April 29, 2009

Enhancements Made to M-Pathways HRMS Systems

Beginning April 29, Total Picture Quick View displays benefit-eligible Fellowship students and their related Job Data and Department Budget Earnings. Users with HR Quick Appointment View User and HR Fellowship Benefits Updater roles can access this page in M-Pathways. Here are some details:

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

Posted by cstefans at 01:03 PM

April 27, 2009

FIN: New Merchant Services Category

Learn about the new category in the Treasurer's Office catalog with resources on MyLINC in this message from Jan Eckert:

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"

Posted by cstefans at 09:59 AM

April 20, 2009

Visit the New Wolverine Access Gateway!

Log in to the systems you usually use by navigating to familiar links. Explore the look and feel. Use it every day or just stop in for a visit.

New Wolverine Access Gateway

Posted by cstefans at 11:17 AM

April 13, 2009

FIN Apr. 15 Meeting Agenda and Materials

Posted by nge at 05:12 PM

March 31, 2009

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 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

STUDENT Mar. 25 Meeting Agenda and Materials

Posted by nge at 02:25 PM

March 17, 2009

HRMS Mar. 20 Meeting Agenda and Materials

Posted by nge at 02:17 PM

December 18, 2008

Textbook Functionality Positively Impacting Campus

(Textbook Project Update Dec. 2008) Visit the What Else is Happening? section for an update on the new process and upcoming improvements.

Posted by cstefans at 09:22 AM

December 15, 2008

FIN Dec. 17 Meeting Agenda and Materials

Posted by nge at 11:42 AM

November 14, 2008

Can we improve the UL Program?

MAIS wants to improve its communication and collaboration with you. We need your ideas on how the UL Program can serve you better. If you think we need to improve the program, please take the time to participate in a survey about the MAIS Unit Liaison (UL) Program. If you think we don't need to change a thing, please tell us that too. Even if you don't attend UL meetings regularly, we want to hear from you.

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.

Posted by lburgamy at 10:29 AM

November 04, 2008

Joint UL Meeting Materials & Webcast

View a recording of the meeting (10/27/08) and download presentation materials

Posted by lburgamy at 09:53 AM

November 03, 2008

New Treasurer's Office Catalog Available in My LINC

My LINC now includes an additional catalog with training resources for the Treasurer's Office. 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.

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

Posted by lburgamy at 11:40 AM

October 31, 2008

New M-Reports Role in OARS

The Online Access Request System (OARS) now allows you to request M-Reports system access to the sponsored research financial reports online. These reports give a complete view of the sponsored project's financial status, including official and projected balances from the Summary of Projects Report, as well as a project's balance broken out by budget category (research salaries, equipment, etc.) on the Project Grant Budget Status Report.

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.

Posted by lburgamy at 11:36 AM

October 21, 2008

STUDENT Oct. 22, 2008 Meeting Agenda & Materials

Web page with links to PowerPoints and other meeting materials for the October 22 meeting

Posted by lburgamy at 08:11 PM | Comments (0)

October 20, 2008

Emails to ULs Archived in InfoCenter Announcements

Looking for a recent email sent to ULs? Email communications will be posted here in the Announcements section. This section provides easy and quick access to recent important information we shared with you through email. Messages in this section are organized by date, with the most recent announcement appearing first. You can browse the postings by date, or use the search box at the top of this page to find a specific message by keyword.

Posted by jeckert at 07:13 PM | Comments (0)