March 18, 2014

March 19 - HRMS Unit Liaison Meeting Agenda

The HRMS unit liaison meeting is scheduled for Wednesday, March 19. The meeting will start at 8:30 and will end by 9:30.

The agenda includes presentations on:
--Changes to Monthly Payroll
--U.S. Department of Labor, Office of Federal Contract Compliance Programs (OFCCP) changes for capturing enhanced Veteran and Disability data

Full agenda

Posted by mrschlei at 03:11 PM

February 13, 2014

Impacts of February 2014 Technology Upgrade on Financials & Physical Resources

Details available in MyLinc:
February 2014 Technology Upgrade for Financials & Physical Resources

Posted by labarnes at 05:14 PM

January 10, 2014

Agenda Posted: January 15 Financials, HRMS and Student Administration Unit Liaison Meeting

Announcements:
--Reminder: Consent to online W2’s by January 26th.
--Implementation Dates for Self-Serve UMICH Password Reset and MToken Soft Tokens Changed
Presentations:
--PeopleTools Upgrades - Ann Tuttle (5 minutes)
--Deposit Location and Merchant Information - Dave Doyle & Bill LaCroix (15 minutes)
--Journal Entry Supporting Documentation - Debbie Talley & Holly Rose (10 minutes)

The topic descriptions and presentations are available on the Unit Liaison web page (http://www.mais.umich.edu/WebConferencing/hrms_ul_agenda_011514.html)

Two options to attend:
--Remotely using Adobe Connect. You can ask questions through the chat feature. Instructions on attending virtually are listed below.
--In person. The meeting will be broadcast from the Kipke Conference Center.

To attend virtually, you will need to log in to participate on Weds, January 15th.
· You do not need to register to view the webcast
· On the day of the event, click this link 5-10 minutes before the program starts to take you to the webcast: http://univofmichigan.adobeconnect.com/ul

· Select the "Enter as a Guest" option. Type your unique name, then click "Enter Room."

· Type questions in the chat pod


The meeting will be recorded and available 24 hours after the meeting.

Posted by labarnes at 03:26 PM

November 18, 2013

Nov. 20 - Financials & HRMS Unit Liaison Meeting Agenda Posted

The Financials and HRMS unit liaison meeting will be held on Wednesday, Nov. 20 at the Kipke Conference Center starting at 8:30. It will also be available online (instructions below) and it will be recorded for viewing after the event.

To help you with planning your attendance, approximate presentation times are listed below:

8:30 to 9:30 - HRMS
Non-Student Temps, GSA and Background Checks Update - Katie McCollum
AST for HRMS: Time Reporting in Current Month - Jim Mettlach
AST for HRMS: Personnel Action Request (PAR) - Kris Crawford

9:40 to 10:30 - Financial
AST for Financials: Accounts Receivable Overview / Jamie Zawistowski
AST for Financials: Accounts Receivable Technology Enhancements Preview - Kendra Dinsdale & Holly Rose
AST for Financials: JE Attach Functionality - Debbie Talley
AST for Financials: Service Unit Billing Updates - Debbie Talley

Presentations are posted here - http://www.mais.umich.edu/WebConferencing/hrms_ul_agenda_11202013.html

To attend virtually, you will need to log in to participate on Weds, November 20th.
Instructions to log in for the meeting:
--Please visit this site prior to the meeting to download the add-in, test your flash player, and test your connection speed. Use IE, Firefox or Safari (not Chrome) for your browser.
--You do not need to register to view the webcast
--On the day of the event, click this link 5-10 minutes before the program starts to take you to the webcast: http://univofmichigan.adobeconnect.com/ul
--Select the "Enter as a Guest" option.
--Type your unique name.
--Then click "Enter Room."
--Type questions in the chat pod
The meeting will be recorded and available within a week after the meeting.

Posted by labarnes at 02:20 PM

November 13, 2013

November 20 - Financials & HRMS Unit Liaison Meeting Tentative Agenda

The Financials and HRMS unit liaison meeting is scheduled for Wednesday, November 20 at Kipke Conference Center and online (instructions below). NOTE: There are no specific topics for Student Administration unit liaisons this month.

The meeting will start at 8:30 and will end by 10:30. The tentative agenda includes presentations on:
--Non-Student Temps, GSA and Background Checks Update
--AST for HRMS: Personnel Action Request (PAR ) and Time Reporting in Current Month
--AST for Accounts Receivable & Billing: General Customer Upload, General Billing Upload, and Invoice Conversion
--AST for Accounting: Journal Entry (JE) Upload and Service Unit Billing (SUB)

To attend virtually, you will need to log in to participate on Weds, November 20th.
--You do not need to register to view the webcast
--On the day of the event, click this link 5-10 minutes before the program starts to take you to the webcast: http://univofmichigan.adobeconnect.com/ul
--Select the "Enter as a Guest" option. Type your unique name, then click "Enter Room."
--Type questions in the chat pod

The meeting will be recorded and available 24 hours after the meeting.

If you are a person with a disability who needs an accommodation to participate in these meetings, please contact its.hr@umich.edu no fewer than ten business days before a scheduled meeting. Advance notice is required as some accommodations take additional time to arrange.

Posted by labarnes at 09:20 AM

October 04, 2013

Special Online HRMS Unit Liaison Meeting October 23

Topic: Changes to Non-Student Temporary Staff Hiring. It will be of interest to anyone whose unit processes hires for Non-Student Temporary staff. This is a continuation of the HRMS presentation given by Katie McCollum, UHR at the September Unit Liaison meeting with the same title. If you missed the meeting, please view the meeting recording prior to the October meeting. Information on participating in this online meeting will be sent a week before the meeting.

If you are a person with a disability who needs an accommodation in order to participate in these meetings, please contact ITS.HR@.umich.edu no later than ten business days before a scheduled meeting. Advance notice is required as some accommodations take additional time to arrange.

Posted by labarnes at 04:44 PM

September 12, 2013

Sept. 18 HRMS, Financials & Student Unit Liaison Meeting Details

This month's unit liaison meeting scheduled for Weds. 9/18 will be structured a bit differently. We have a few general topics and one HRMS topic. In an attempt to not waste your time, we suggest the following:
Financial unit liaisons - Attend virtually from 8:30 am to 8:55 am
HRMS unit liaisons - Attend in person at Kipke Conference Center (map) or virtually from 8:30 am to 10:00 am
Student unit liaisons - Attend virtually from 8:30 am to 8:55 am
Of course, all are welcomed to attend in person at Kipke Conference Center (map). There is plenty of room.

Tentative agenda:
8:30 - 8:55 General announcements:
MToken & Self-Service Password Reset Updates
Protect Yourself & the University from Spear Phishing
9:00 - 10:00 HRMS
Upcoming Changes to Employment Background Checks, Hiring Non-student Temporaries, and Excluded Parties Compliance Screening - Katie McCollum, UHR
NOTE: The HRMS presentation will start at 9:00, even if the announcements are done early.
A link to the presentation will be sent to you on Monday, 9/16.

To attend virtually, you will need to log in to participate on Weds, Sept. 18th.
Instructions to log in for the meeting:
· Please visit this site prior to the meeting to download the add-in, test your flash player, and test your connection speed. Use IE, Firefox or Safari (not Chrome) for your browser.

· You do not need to register to view the webcast

· On the day of the event, click this link 5-10 minutes before the program starts to take you to the webcast: http://univofmichigan.adobeconnect.com/ul

· Select the "Enter as a Guest" option.

· Type your unique name.

· Then click "Enter Room."

· Type questions in the chat pod
The meeting will be recorded and available within a week after the meeting.
You are receiving this email, because you are identified as a primary or backup Financial, HRMS and/or Student Administration unit liaison or you have requested to be informed of unit liaison meetings. If you feel you have received this email in error, please let me know.

The next Financials, HRMS & Student Administration unit liaison meeting is scheduled for November 20th. Meeting dates for next year are January 15, March 19, May 21, July 9, September 17, and November 19.

Posted by labarnes at 05:59 PM

August 26, 2013

New Infocast Illustrates the Unit Liaison Role!

Watch Now!

Posted by doughb at 01:54 PM

July 29, 2013

Student Unit Liaisons - New Curriculum Courses available

CUC101 Class Creation (instructor-led course) has been replaced by a three-part eLearning course:

CUE201A Class Creation – Part 1 (45 minutes)
CUE201B Class Creation – Part 2 (45 minutes)
CUE201C Class Creation – Part 3 (35 minutes)


The three eLearning courses introduce key class creation business processes.

-- CUE201A topics include creating and modifying classes, canceling a class, and course topics.
-- CUE201B topics include class associations and auto-enrollment, modifying class components, and wait lists and batch assign permissions.
-- CUE201C topics include reserve capacity and combined sections.

Completion of the three courses is a prerequisite for the SR Class Maintainer role. These courses are available in My LINC (https://maislinc.umich.edu) by searching on CUE201.

Posted by labarnes at 11:37 AM

July 22, 2013

Agenda & Presentations for Weds 7/24 FIN, HRMS & Student UL meeting

The agenda and presentations have been posted for Wednesday's Financials, HRMS and Student unit liaison meeting - http://www.mais.umich.edu/WebConferencing/fin-ul-meeting-20130724.html. The meeting will be held in the Rackham amphitheater. It is scheduled to start at 8:30 and will end by 11:30. Please see the online agenda for tentative presentation times.

If you can't attend in person, the meeting will be available virtually through Adobe Connect at this link- http://univofmichigan.adobeconnect.com/ul/ using the instructions below:
You do not need to pre-register to view the webcast. There is however a 200 person online limit for this event.
On the day of the event, click this link 5-10 minutes before the program starts to take you to the webcast: http://univofmichigan.adobeconnect.com/ul/
Select the "Enter as a Guest" option.
Type your unique name (note: this not a Umich log in).
Then click "Enter Room."
Send any questions to ITSwebconfsetup@umich.edu. Also see detailed instructions for attending a webcast or here.

The meeting will be recorded and posted to the meeting web page.

Posted by labarnes at 05:22 PM

June 12, 2013

FIN, HRMS, & Student Unit Liaison Meeting Scheduled for Weds. 7/24

The next Financials, HRMS and Student Administration Unit Liaison meeting will be held on Wednesday, 7/24 from 8:30 to 11:30 in the Rackham Amphitheater (4th floor). Topics will include Real Time Financials, AST (Administrative Services Transformation) and Student Admin mobile app projects. Additional information will be available closer to the meeting date.

Posted by labarnes at 08:41 AM

May 29, 2013

New Information on Upcoming M-Pathways SA & HRMS Database Split

The following email was sent to Student Administration and HRMS Unit Liaisons on May 28, 2013.

Hello M-Pathways Unit Liaisons,

We recently realized there is an important aspect of the upcoming M-Pathways SA/HRMS database split that has not been communicated to you. Effective Monday, June 3, 2013, any bookmarked or embedded URL links that refer to "HEPROD" will no longer work. Instead, there will be separate URLs for Student Administration (CSPROD) and the Human Resource Management System (HCMPROD). Most offices use links to the Wolverine Access gateway, where ITS will handle the change. However, if your local websites, office home pages, etc., link directly to HEPROD, you will need to update the URL as of Monday, June 3.

Here's an excerpt from the Overview of Changes document on My LINC that provides a little more explanation.

Website Links to M-Pathways
Central Offices, Schools and Colleges that have websites with links to M-Pathways need to update the URLs to point to the correct database. In the URL, replace “heprod” with:
“csprod” in links to M-Pathways SA
“hcmprod” in links to M-Pathways HRMS

For example, the School of Art & Design’s website has a link to “Wolverine Access: Fall 2013 Course Schedule” with a URL of: https://heprod.dsc.umich.edu/services/schedofclassesag?strm=1960&acadgrp=art.
In this URL example, “heprod” needs to be changed to “csprod.”

Note: Links to the Wolverine Access Gateway (https://wolverineaccess.umich.edu) do not change.

Please share this information with staff who maintain your local websites.

As always, please contact the ITS Service Center if you have questions.
M-F, 7 a.m.-6 p.m. (phone and email); Sun, 1-5 p.m. (email)
-- Submit a Service Request Online: http://its.umich.edu/help/request
-- 734-764-HELP (764-4357)
-- 4HELP@umich.edu
-- http://its.umich.edu/help

Thanks in advance for your assistance!

Posted by labarnes at 03:56 PM

May 03, 2013

CANCELLED May Financials, HRMS and Student Admin Unit Liaison Meeting

The May joint Financials, HRMS, and Student Administration unit liaison meeting has been cancelled due to a lack of topics.

As always, you can find out the dates of the upcoming unit liaison meetings as well as find recordings and materials from past meetings on the UL info center.

Posted by labarnes at 05:21 PM

March 19, 2013

Cancelled - March FIN, HRMS, & Student Unit Liaison Meeting

The March joint Financials, HRMS, and Student Administration unit liaison meeting has been cancelled due to a lack of topics. The next meeting is scheduled for May.

As always, you can find out the dates of the upcoming unit liaison meetings as well as find recordings and materials from past meetings on the UL info center.

Posted by labarnes at 05:14 PM

January 10, 2013

Virtual FIN, HRMS & Student Unit Liaison Meeting 1/16

Weds., 1/16 Financial, HRMS and Student Administration unit liaison meeting will be held online using Adobe Connect starting at 8:30am. You will need to log in to participate. There will be no physical meeting space this month. Instructions on logging in provided in this email.

We have only one topic for this meeting in addition to announcements. Ken Heskett from ITS Access and Accounts will continue the discussion about OARS and M-Pathways security roles. This topic is based on your feedback, which let us know that there are more questions you have regarding these processes. Please feel free to send me any questions on this topic in advance, if you would like Ken to address them during the meeting. There will be time at the end of his presentation for additional questions. We appreciate you working with us to improve the entire process. More information and the presentation link will be available on Monday, 1/14.

Instructions to log in for the meeting:

• Please visit this site prior to the meeting to download the add-in, test your flash player, and test your connection speed. Use IE, Firefox or Safari (not Chrome) for your browser.
• You do not need to register to view the webcast
• On the day of the event, click this link 5-10 minutes before the program starts to take you to the webcast: http://univofmichigan.adobeconnect.com/ul
• Select the "Enter as a Guest" option.
• Type your unique name.
• Then click "Enter Room."
• Type questions in the chat pod

The meeting will be recorded and available within a week after the meeting.


If you are a person with a disability who needs an accommodation to participate in these meetings, please contact its.hr@umich.edu no fewer than ten business days before a scheduled meeting. Advance notice is required as some accommodations take additional time to arrange.

Reminder: Wednesday, January 16 starting at 8:30 online. There is no physical meeting place this month.


Posted by labarnes at 08:26 AM

November 01, 2012

Unit Liaison meeting November 14 at Rackham - please attend

Hello,
Please plan on attending the Financial, HRMS and Student Administration Unit Liaison meeting scheduled for Wednesday, 11/14 from 8:30 a.m. until 11:30 a.m. at Rackham or attend virtually - http://univofmichigan.adobeconnect.com/ul/. The tentative agenda is:

All Unit Liaison Topics
Tips: OARS (Online Access Request System) and M-Pathways Roles –
As an M-Pathways Unit Liaison, you are responsible for granting security access in your unit. This presentation will review the process and walk through some of the more complex access situations.

HE (Higher Education) Database Split Project and ODS (Operational Data Store) Retirement -
ITS is working on two projects that will separate U-M’s current M-Pathways system into two databases—Student Administration (SA) and Human Resources Management System (HRMS), and also enhance the future production environments so ODS will no longer be needed.

HRMS and Student Administration Unit Liaison Topic
eRecruit Graduate Student Appointment Processing -
A high level overview of the eRecruit Graduate Student Appointment processes, and the enhancements to eRecruit that were made in conjunction with the September, 2012 go-live.

HRMS Unit Liaison Topic
Temporary Termination -
This short presentation for HRMS Unit Liaisons will focus on recommendations for processing Temporary Terminations. It will discuss the problems caused when using retro termination dates.
***

You are receiving this email, because you are identified as a primary or backup Financial, HRMS and/or Student Administration unit liaison or you have requested to be informed of unit liaison meetings. If you feel you have received this email in error, please let me know.

If you are a person with a disability who needs an accommodation to participate in these meetings, please contact its.hr@umich.edu no fewer than ten business days before a scheduled meeting. Advance notice is required as some accommodations take additional time to arrange.

Please let me know if you have any questions or concerns.
Thank you,
Laurel

Laurel Barnes
U-M Information & Technology Services

Posted by labarnes at 08:41 AM

September 11, 2012

Cancelled - September FIN, HRMS & Student Unit Liaison Meeting

The September Financials, HRMS and Student Administration unit liaison meeting is cancelled. The next meeting is scheduled for Wednesday, 11/14 at Rackham Auditorium from 8:30 to 11:00. This is a change to our normal schedule due to the Thanksgiving break.

We recently asked you for topics for future unit liaison meetings. Some of you let us know that an OARS and access process refresher would be helpful. Please send me questions that you would like us to answer during the presentation. If you have other topics you would like to hear about, please let me know.

Reminder: Primary unit liaisons have access to the M-Reports Access Validation report. The report provides current system access information for each member of your unit.

Please let me know if you have any questions or concerns,
Laurel (labarnes@umich.edu)

Posted by labarnes at 09:07 AM

July 27, 2012

Fin: PR Department Manager Role Auto-assigned

Reminder: as of 07/23/12 Department Managers (or specifed alternate) are automatically assigned the M-Pathways role to approve ePro reqs and PO vouchers. Your unit should not be impacted. The M-Pathways procurement workflow process has not changed.

What has changed?
-- How to specify an alternate approver in OARS (optional method)
-- How to change the Department Manager for a Dept ID
-- An automated process now removes/assigns the PR Department Manager role when a change to a Department Manager occurs in M-Pathways.

How do I designate an alternate approver for a Department Manager?
The preferred method is for Department Managers to use the M-Pathways Approval Profile page to specify their alternate approver. See "The Department Manager Role in Procurement" My LINC doc for instructions.
An optional method is to complete a Secondary Security Only request in OARS for the Department Manager. Select the Alternate Workflow Recipient/User options from the Financials menu.

How do I look up a Department Manager for a Dept ID?
Review the Department page in the M-Pathways Financial and Physical Resources system. Navigation is: Set up Financials/Supply Chain - Common Definitions - Design ChartFields - Design Values. Search by Dept ID.

How do I change the Department Manager for my unit?
Submit a Department form to Financial Operations. The form and instructions are located on their web site at: http://www.finance.umich.edu/finops/accounting/chartfields/requesting.

Remember, when you change a Department Manager (or alternate) previous routed transactions are not sent to the new approver. If you need to transfer transactions to another person for approval, contact Accounts Payable at 764-8212.

Posted by lderomed at 02:50 PM

June 22, 2012

Canceled - July FIN, HRMS, & Student Unit Liaison Meeting

The July meeting has been cancelled. Please plan to join us for the next scheduled meeting will be September 15. The meeting will be available via web conferencing or you can attend in person at Rackham Amphitheater.

Visit the UL InfoCenter for additional information about the Unit Liaison program and events. Please let me know if you have any questions or concerns about the program.

Happy Summer!
Laurel

Posted by labarnes at 06:18 PM

June 13, 2012

IT4U live webinar July 11 on U-M Administrative Data

IT4U07: Getting Access to U-M Administrative Data--How It Works Wednesday, 7/11, 9-9:30 am. Getting access to the data you need in M-Pathways and the Data Warehouse can be a daunting process. Terry Gromacki (ITS) will shed light on the Online Access Request System (OARS), including how to request and remove access, track the status of your request, and check what access you have. Register in My LINC.

See the IT4U web page in My LINC for links to recordings of all webinars.

Posted by labarnes at 08:15 AM

Financial Unit Liaision Concur Survey

We invite you, as a unit liaison, to complete a brief survey to help us identify ways to support university faculty and staff in understanding and using Concur, the university's travel and expense management system. Your feedback will allow us to identify the tasks for which the ITS Service Center is contacted regularly, and determine best approaches and resources to increase user understanding about these tasks.

While it is important that we receive everyone’s feedback to determine our next steps, we want to be respectful of your time. The survey should take approximately 5 minutes to complete.

The survey will be available through June 30. To begin, click the following link:

Concur Call Volume
Thank you for your participation!

Posted by labarnes at 08:09 AM

May 21, 2012

Joint UL May meeting recordings and action items: email

The recordings from the Joint Unit Liaison meeting held on May 16 have been posted

Action items:
__ All: Review your Access Validation report in M-Reports - https://mreports.umich.edu

__ All: Please take a few minutes to fill out the meeting survey to help us improve your unit liaison experience
http://umichitsurveys.qualtrics.com/SE/?SID=SV_4Z0NL3EcpjdrqQs
__ Financial ULs: Communicate to your units how the Department Manager changes will impact them.

__ HRMS & Student ULs: Communicate impacts to your units regarding hiring of GSAs, 6 month policy and eRecruit purge.

__ HRMS ULs: Work with others in your unit to determine impacts to your unit regarding new performance rating option.

__ HRMS ULs: Submit Termination Workflow Security spreadsheet to vvanhaaf@umich.edu by May 25.

__HRMS ULs: Review and send out email informing staff of security and training for new Termination Workflow project.

__ HRMS ULs: Encourage attendance in your unit to one of the four Termination Workflow interchanges planned for June.


The next joint Financials, HRMS and Student Unit liaison meeting is scheduled for July 18 from 8:30 until 11:30.

Posted by labarnes at 08:39 AM

May 09, 2012

New UL Meeting Format Starts May 16

I am excited to announce that we are moving forward with restructuring the unit liaison meeting format. Starting on May 16, Financials, HRMS and Student Administration unit liaisons will meet jointly every other month from 8:30 until 11:30. We hope this new meeting structure will provide you with the resources you need to be an effective liaison for your unit.

Meeting structure highlights:

6 meetings a year – Meetings will be scheduled every other month on the 3rd Wednesday. Special meetings can be called if needed. We realize meeting on the 3rd Wednesday is a change for the HRMS and Student Administration unit liaisons, so thank you in advance for making this change to your schedule.

3 ways to attend -
- In person at Kipke
- Virtually using Adobe Connect on your computer. You will be able to ask questions through chat functionality.
- Watch the meeting recording after the fact. All meetings will be recorded and available on the unit liaison web page.

3 groups will meet together – Financials, HRMS and Student Administration topics will be presented in the same meeting following a set agenda that will be provided on the Monday prior to the meeting. This will allow you to adjust your schedule to attend based on topics and their schedule time. This also addresses the need for units to share unit liaison meeting responsibilities across your unit. Your responsibilities as a Financials, HRMS and/or Student Administration unit liaison for unit security approval and communication conduit will continue.

Thank you for all of the great feedback you have provided to ITS over the years on how best to shape the ITS unit liaison program into a program that will benefit you, your unit and ITS. We look forward to sharing our new plans with you in detail on May 16. We will send out a detailed agenda on Monday, May 14 with links to the presentations. Please feel free to share this email with others in your unit.

If you are a person with a disability who needs an accommodation to participate in these meetings, please contact its.hr@umich.edu no fewer than ten business days before a scheduled meeting. Advance notice is required as some accommodations take additional time to arrange.

Please let me know if you have any questions or concerns about these changes or the unit liaison program.

Looking forward to seeing you on May 16!

Laurel

* This message was sent to Financials, HRMS and Student Administration Unit Liaisons on May 3, 2012.

Posted by bing at 11:00 AM

Invitation to Enriching Scholarship on May 10th

If it's not already on your calendar, we would like to personally encourage you to check out Enriching Scholarship, a week of workshops, discussions, and seminars for instructors, faculty, and staff to address the role of technology in fostering engaging, integrated, and effective teaching, learning, and research. More than 130 free sessions will be held this week across campus.

One session that you may find particularly valuable is a panel discussion on "NextGen Technology: What's next for IT in the classroom and across campus?" with some of our leaders for change in campus IT:

-Dan Atkins, Assoc VP for Research Cyberinfrastructure
-Paul Courant, University Librarian and Dean of Libraries
-Barry Fishman, Associate Professor of Education, School of Education
-Laura Patterson, Assoc VP and CIO

The panel will take place on Thursday, 5/10 from 1-2:30pm in the Main Gallery (100), Hatcher Graduate Library. To register for this or any of the Enriching Scholarship sessions, visit the Enriching Scholarship website.

We hope to see you there!

Sean DeMonner, Director of Teaching and Learning, Information and Technology Services
Laurie Sutch, Director of the Academic Technologies Group at the University Library, and Teaching and Technology Collaborative Chair

*This email was sent to all Unit Liaisons on May 7, 2012

Posted by labarnes at 10:28 AM

March 05, 2012

NEW! Access Validation Report in M-Reports

Greetings, Unit Liaisons!

ITS is pleased to announce the launch of the new web-based Access Validation report in M-Reports. This report provides system access information for the members of your department(s) and makes routinely validating that information easier.

The Access Validation report includes, for each department, all the roles each user is currently assigned in the following systems, as well as secondary security information where appropriate:

NOTE: Secondary security is another level of restriction applied in certain systems that limits your access to a subset of data that pertains to your job.

Logging in and Finding the Report

  1. Log into M-Reports. The navigation path is: University Business > Reporting > M-Reports.
    NOTE: You need an M-Token in order to log in to M-Reports.
  2. Hover your mouse over the Compliance tab and click Access Validation.

Additional Assistance

Learning Resources


Getting Help

If you have any questions or need assistance, contact the ITS Service:
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: Financial Unit Liaisons
From: ITS-Inform
Subject: NEW! Access Validation Report in M-Reports
Date: March 5, 2012

Posted by lcsteele at 11:46 AM

February 21, 2012

My LINC Outage 2/28-3/5

A My LINC system upgrade is scheduled for 4 p.m., Tuesday, February 28, 2012 - 6 a.m., Monday, March 5, 2012. My LINC will be unavailable during this time. It is recommended, but not required, that users complete any in progress eLearning courses by February 28.

Posted by doughb at 01:54 PM

August 05, 2011

FIN v.9.1 Approval Workflow -- Action Item

Greetings,

During recent testing for the M-Pathways Financials & Physical Resources System upgrade to v. 9.1, a business process gap was identified that requires your attention.

Background:  Procurement Approval Workflow Process

PO Vouchers ≥ $10,000 and eProcurement requisitions ≥ $100,000 are routed to the Department Manager (Dept. Mgr.) for approval. The system identifies the Dept. Mgr. from the M-Pathways Department table for the Dept ID in the transaction, and then sends an email notification and an M-Pathways Worklist entry to that person. To approve the transaction, the Dept. Mgr. must have the PR DEPARTMENT MANAGER USER system role.

In v.9.1, the procurement approval workflow process applies stricter controls.

Gap

Currently, 164 Dept. Mgrs. do not have the required “approver” role. In v.9.1, they will receive email notifications alerting them when a transaction needs approval, but they cannot approve it.

Action Item

To assign an alternate approver for a Dept. Mgr., submit the OARS request for the Dept. Mgr. and enter the alternate’s name, uniqname, and the date range (required) in the Comments section. Contact the ITS Service Center (734-764-4357) if you need help with the OARS request.

Communication Plan

We plan to send two emails to Department Managers. You will be copied on both emails.

For Assistance or Questions

We recognize that we are providing this information to you at a late point during the Fin v.9.1 upgrade project and apologize for the inconvenience. We don’t believe this issue requires urgent resolution, but recommend completing the Action Item as soon as possible to ensure that your unit continues to manage procurement approvals appropriately prior to the start of the academic term.

If you have questions or concerns, please contact me, Pam Fons, at pfons@umich.edu or 734-936-9910.

Sincerely,

Pam Fons

To: Financial Unit Liaisons
From: Pam Fons
Subject: FIN v.9.1 Approval Workflow – Action Item
Date: August 5, 2011

Posted by nancyf at 01:09 PM

July 26, 2011

Make a Note – Unit Liaison Program Management Change

Hello Unit Liaisons,

I am pleased to announce that on August 1, 2011, the UL Program will have a new home in the ITS Performance Support team, led by Laurel Barnes. As most of you know, I have been the interim UL program manager since the former UL program coordinator’s retirement in May 2010.

Laurel’s team of talented staff will make sure UL meetings continue as normally scheduled. They will keep you informed about important topics through emails and the web, and will facilitate changes to UL group membership without disruption to your unit. (Remember, any UL changes or questions should be directed to the ITS Service Center at 764-HELP.)

Most of this will happen behind the scenes, but here are a few changes you’ll notice:
• New meeting facilitators. I’ll attend as an audience member or as an occasional presenter.
• Emails about UL meetings and other pertinent UL topics will come from others in ITS.

On behalf of Laurel and me, thank you for your patience during this year of transition.

It’s been a pleasure to work with you, and I look forward to seeing at future meetings on the other side of the microphone!
--ml

To: FIN, HRMS, and SA Unit Liaisons
From: Margaret Loveless
Subject: Make a Note – Unit Liaison Program Management Change
Date: July 26, 2011

Posted by nancyf at 12:32 PM

July 05, 2011

New! Online Study Abroad Program and Application Management System

Hello Student Unit Liaisons, M-Compass is U-M's new online study abroad program and application management system. It tracks and manages the student global experience life cycle, from initial interest to program alumni status. Currently, M-Compass administration is only available to the five participating units. ITS will work individually with other units over time to transition their international experience programs to M-Compass. If your unit is interested, or you would like more information, please complete this short survey and let us know!

We encourage you to explore M-Compass! https://mcompass.umich.edu

What Do I Need to Know?

You may receive questions regarding the new system; the following information can assist you in answering any inquiries.

Important study abroad information applicable to all units/students is available on the M-Compass gateway page.

Anyone can search the M-Compass program inventory, but only UM-Ann Arbor students may apply to programs for which they are eligible. Students will apply to study abroad programs for travel beginning in the Winter Term 2012.

If your unit is not a participating unit, encourage your students to explore M-Compass to find other potential opportunities offered by the participating units.

Share a letter from U-M President Mary Sue Coleman about the new M-Compass system with the students in your department.

Your faculty may receive online requests for recommendations from M-Compass, which support student applications for study abroad opportunities.

If you would like more information, complete the survey and tell us how we can assist you.

Access and Training
M-Compass user groups (roles) are available in OARS. Only access requests received from the five participating units will be reviewed or approved for access at this time.

Online training courses for M-Compass will be available on My LINC in August 2011.

Assistance or Questions?
Contact the ITS Service Center:
734-764-HELP (764-4357)
4HELP@umich.edu
http://its.umich.edu/help

The ITS Service Center has expanded its service hours. Reach us Monday through Friday, 7 a.m. to 6 p.m. (phone and email); and Sunday, 1 to 5 p.m. (email).

To: Student Administration Unit Liaisons
From: ITS-Inform
Subject: New! Online Study Abroad Program and Application Management System
Date: July 5, 2011

Posted by nancyf at 02:35 PM

June 28, 2011

CTools Outage July 2 from 1:00 a.m. to 7:00 p.m.

Hello Student Unit Liaisons, We wanted you to be aware that CTools and UM Lessons will be unavailable on July 2 from 1:00 a.m. to 7:00 p.m. During this service interruption, the database that supports CTools will be upgraded for a number of reasons, including improving infrastructure and putting in place stronger system security. We realize that selection of a time to conduct an upgrade that will result in the least disruption to critical business processes is never easy.

Ann Arbor Spring, Spring/Summer, and Summer instructors were sent the email below today. Wolverine Access can be accessed to enter grades, view class rosters and/or view teaching evaluation reports.

The Service Status web page will be utilized as it normally is with this type of system maintenance to keep you aware of the upgrade. The CTools message of the day is another way to keep abreast of CTools maintenance and other system impacts.


For Assistance or Questions
ITS Service Center
734-764-HELP (764-4357)
4HELP@umich.edu

Please let me know if you have any questions.

Laurel

Laurel Barnes
ITS AIS Manager
University of Michigan
734-615-0115

-----Original Message-----
From: Laura Patterson, Chief Information Officer Associate Vice President, ITS [mailto:targetemail@umich.edu]
Sent: Monday, June 27, 2011 9:15 AM
To: Instruc
Subject: CTools Outage July 2 from 1:00 a.m. to 7:00 p.m.

Hello,

I am writing to inform you of a service interruption scheduled for 1:00 a.m. until 7:00 p.m., Saturday, July 2, that will affect the CTools system.

During this service interruption, the database that supports CTools will be upgraded for a number of reasons, including improving infrastructure and putting in place stronger system security. We realize that selection of a time to conduct an upgrade that will result in the least disruption to critical business processes is never easy.

CTools and UM Lessons will not be available during this outage. To enter grades, view class rosters and/or view teaching evaluation reports, log into Wolverine Access.

1. Type wolverineaccess.umich.edu into your web browser.
2. Under Faculty & Staff, click Faculty Business.
3. Authenticate using your uniqname and password.
4. Click Faculty Center.
5. Confirm the appropriate term is selected.
6. Click the appropriate icon for the task you wish to complete.

Please see the Faculty Center Help page for links to helpful information.

Thank you for your patience and understanding.

Laura Patterson
Chief Information Officer and Associate Vice President, ITS

Questions or concerns about this upgrade can be addressed to:
ITS Service Center
734-764-HELP (764-4357)
4HELP@umich.edu
http://its.umich.edu/help


To: mpathways.studentliaison@umich.edu
From: Barnes, Laurel
Cc: ITS HE Leads; Fitzgerald, Tracy; Collins, Lisa; Fuentes, Emily; Kopera, Stephen
Subject: CTools Outage July 2 from 1:00 a.m. to 7:00 p.m.
Date: Monday, June 27, 2011 10:18 AM

Posted by nancyf at 08:56 AM

March 04, 2011

Introduction to Yammer

Yammer is an informal online network. Many staff and faculty use Yammer to share information and/or resources related to their work. The Development Unit Liaison program created a special Yammer group. It is an online forum where Development ULs can ask questions of each other and the DART Project Team, as well as share resources, tips, etc.

The following are tutorials to help people learn how to use Yammer:

Intro to Yammer


Yammer groups tutorial

Posted by lburgamy at 04:08 PM

December 15, 2010

DART Go Live delayed to spring 2012

The following announcement went to ULs on 12/13. University leadership has agreed to delay DART Go Live until Spring 2012. Executive Officers will announce the delay in email communications. Specifically, Phil Hanlon will send an announcement to Deans. Jerry May will send an announcement to development community contacts. Tim Slottow’s announcement will go to financial community contacts.

You may receive questions from your staff on the announcements. Please use these talking points to help answer some of the most common questions. If you have questions about the delay that are not answered in the attached document, please feel free to email DART-Project@umich.edu. We will make sure to review and address your questions, some of which may be appropriate for our online FAQ.

Posted by lburgamy at 01:06 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 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:

  • Attending UL meetings (every 4-6 weeks)
  • Informing all levels of your unit, including key leadership
  • Reviewing processes your unit uses to complete work, as well as internal operating policies and procedures, system access roles, etc.
  • Identifying necessary changes your unit must make to assure successful transition
  • Sharing your unit’s feedback, special needs, and concerns with the DART team
  • Identifying staff members who will need training

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

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 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

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 07, 2010

Unit Data custom data fields now available in eResearch Proposal Management

This morning an enhancement was made to the Unit Data feature in the eResearch Proposal Management system. Two fields have been added to the Manage Unit Data information screen which allow you to enter custom data for your department. The new fields appear as a row with a “Description” and a “Value”. The “Add” button is used to add additional rows, if necessary. These fields are open text fields. You are strongly encouraged to develop unit standards for entering this information to ensure reporting consistency.

Data entered in these new fields will be available in the eRPM data warehouse in July 2010.

For additional details on Unit Data please refer to the message below which was sent to Research Unit Liaisons on February 1, 2010:

Hi all,
I am pleased to announce that the new Unit Data feature has been added to eResearch Proposal Management (eRPM). This feature allows departments to record department-specific information for each PAF entered in eRPM to accommodate specific reporting needs.

The availability of this feature is being communicated to Unit Liaisons only. You may choose to introduce this feature to your unit at any time starting today.

Please note: The Unit Data feature appears only to those individuals who are listed as Unit Data Managers for a given department. Use the Manage Department information screen to add Unit Data Managers.

To learn more about entering Unit Data in eRPM, please refer to http://www.umich.edu/~eresinfo/erpm/docs/PM_RV_Unitdata_SS.pdf

Additional Notes:
1. Information entered via the Unit Data feature is moved to the Proposal Management data warehouse. The data warehouse is refreshed nightly.
2. We have received requests to set the Unit Liaison as Unit Data Managers for all departments in his/her unit. We will perform a system update the evening on Tuesday, Feb. 2, to add this role for all Unit Liaisons. The Manage Unit Data link will appear for Unit Liaisons on Wednesday, Feb. 3.

Please let me know if I can provide further information.
Thanks,
Cathy

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

From: Handyside, Cathy
Sent: Friday, May 07, 2010 To: 'research.uls@umich.edu'; 'research.ul2@umich.edu'
Subject: Unit Data custom data fields now available in eResearch Proposal Management

Posted by cstefans at 08:50 AM

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 21, 2010

E-mail Message In Place Of March Student UL Meeting

New BusinessObjects Functionality
Listed below are three items related to new BusinessObjects functionality and where detailed information about them is located:
• E-mail Scheduling of BusinessObjects Reports
o View presentation by Laura Bollettino (also includes information on the Unit Maintained Folder in BusinessObjects described below).
o Review document in the UL Document Repository.
• Work-around for the “Save As” Slowness in BusinessObjects Edit Mode
o Review document in the UL Document Repository.
• Unit Maintained Folder in BusinessObjects
o View presentation by Laura Bollettino (also includes information on E-mail Scheduling of BusinessObjects Reports described above).
o Review document in the UL Document Repository.
o Refer to 3-11-2010 E-mail from me to all Unit Liaisons titled, Share Unit Specific WebI Reports With Unit Users.

Information Technology Governance
The new Information Technology Governance structure is available online. It includes a listing of the Councils, Committees, and Stewards and the charge to them. It also provides information about the February 2010 NextGen Michigan Town Halls including the PowerPoint, video, and Q&A. NextGen Michigan is featured in the Spotlight on the UL InfoCenter.

Reminder
All IST help desk support is now accessible by calling 734-764-4357 (4-HELP). This number combines support from the former 4-HELP, Administrative (MAIS) Help Desk, and Accounts Office. The iTS Help Desk provides a more seamless response to IT-related inquiries. Please note that callers will hear new prompts when calling the help desk.

My Retirement
I am retiring from U-M on May 31, 2010. At the June meeting, you’ll be meeting Traci DeBoer (tndeboer) an ITS Administrative Assistant who is handling some of the logistics related to UL meetings. A plan is being put together for transitioning the UL Program, so we’ll be sharing more information in the future. I’d like to thank each and every one of you for all that you have done, and continue, to do for ITS. We would be unable to deliver the systems and services we do without the assistance of Unit Liaisons. It’s been an honor and privilege for me to work with you.

2010 Meeting Dates For Your Calendar
Wednesday, June 23, 2010, 8:30 – 10:30 A.M., Room 2029 Kipke Conference Center
Wednesday, October 27, 2010, 8:30 – 10:30 A.M., Room 2029 Kipke Conference Center

To: Student Administration Unit Liaisons
From: Jan Eckert
Subject: E-mail Message In Place Of March Student UL Meeting
Date: Wednesday, April 21, 2010 2:51 PM

Posted by cstefans at 02:08 PM

April 19, 2010

New Student Exception Processing eLearning Course

AAE110 – Student Exception Processing eLearning course is now available on My LINC. This new course replaces the instructor-led course AAA101 – Exception Processing.

Users requesting access to the M-Pathways SR STUDENT EXCEPTION PROCESSOR role must complete the following training:
1. AAE101 – Introduction to Academic Advisement –http://tinyurl.com/MyLINC-AAE101
2. AAE110 – Student Exception Processing - http://tinyurl.com/MyLINC-AAE110
3. AAL301 – Student Exception Processing Access Review Lab - http://tinyurl.com/MyLINC-AAL301

Upon completing AAE110, staff will receive system access allowing them to participate in the access review lab, AAL301. This hands-on lab is administered by the Office of the Registrar. During the lab, staff will receive individual instruction on department-specific exceptions. Staff are encouraged to bring actual exceptions to enter in the system. If the staff member does not attend the lab, system access will be revoked and the access review lab must be rescheduled.

If you have new staff that need to complete this course as part of their M-Pathways training requirements, please forward this message to them.

FOR ASSISTANCE OR QUESTIONS:
Information and Technology Services Help Desk
734-764-4357 (4-HELP), option 4
itsadminhelpdesk@umich.edu
http://www.mais.umich.edu/online_help_desk/

Posted by tndeboer at 01:06 PM

April 14, 2010

U-M Regaining Leadership in IT (CIO Executive Report)

To see this report on the web, visit: ITS Executive Report
Click here to send this to a friend

Future of IT is bright, but it’s a long road to get there

Thanks to all of you who attended the NextGen Town Halls last month. It’s an exciting time for IT at the university. Some of the new IT Governance committees met for the first time to discuss our vision and some immediate decisions that we need to make.

Collaboration tools are a near-term IT Council decision
I recently visited Google and Microsoft to investigate creating a strategic partnership to provide a campus-wide collaboration suite. Other university and IT leadership joined me. We learned these vendors are aggressively moving their services to the cloud. As we learn more about the possibilities in coming months we will share our findings and solicit your feedback. In the meantime, I also encourage you to share your opinions with your respective IT Governance Members. This will help ensure the IT Council considers your perspective in the decision-making process.

The road is long and our partnership is critical
There is such great energy around the future of IT at the university. I see evidence of this energy in the new IT Governance structure, IT Rationalization, and products and services from ITS. I also hear it in the campus feedback I've received. This journey is long and sure to be a challenging one. I look forward to continuing our collaboration and know that our success depends on it.
-Laura Patterson, CIO


In this issue:
A message from Laura Patterson
Regaining leadership in IT: NextGen Michigan
IT Rationalization targets new funding and service delivery model
The future of collaboration tools and other technologies

Regaining leadership in IT: NextGen Michigan
This multi-year strategy for employing state-of-the-art technology to advance the U-M mission has several components, including:
http://www.mais.umich.edu/project_infocenter/executive_report/spring_2010/it_governance.php">Creating alignment that includes instituting an IT Governance Structure
IT rationalization and unit assessments
Enabling units to focus on technology that differentiates their school or college

Approximately 280 faculty and staff attended NextGen Michigan town halls in February. Watch town hall recordings and read attendee feedback on the new NextGen Michigan website.

IT Rationalization targets new funding and service delivery model
First Steps: Unit Assessment Project
The university is conducting a comprehensive assessment of information technology across campus. This effort examines how IT is currently distributed and provided at the unit and campus level.
An operational and financial inventory of each unit’s IT environment will be included in the final assessment report. Read more about the list of units being assessed, as well as what the inventory will include.

The future of collaboration tools and other technologies
What are collaboration tools? Learn more about categories, components and phases
Analysis of U-M Collaboration tools U-M needs tools that intertwine, aggregate, and integrate
Focusing on services to support U

Read about the ITS Products & Services in store for FY10
Learn how support for CTools will expand

Enabling units to focus on technology that differentiates their school or college
Across the university, units should be encouraged and empowered to pursue the kinds of technologies that can help them attract the very best students and faculty, as well as further their academic mission (e.g. Digital Fab Lab at Taubman College). A few examples of work in this area includes: Mobile Applications, Research Computing, and Data Centers.

Posted by tndeboer at 11:35 AM

April 12, 2010

New Time - FINODS Service Interruption and Refresh Schedule

I’m writing to advise you of some changes that impact the FINODS availability and refresh schedule resulting from the upgrade of the PeopleTools infrastructure taking place this weekend. If there are staff members in your unit who may be impacted by these changes, please share this information with them as we will not be sending a message with this information to the Financials operational users.

Dates/Times for Upgrade & Service Interruptions
• FINODS will be unavailable from 5:00 p.m., Monday April 12 – 6:00 a.m., Tuesday, April 13.
• FINODS data will be current as of 4:00 a.m., Saturday, April 10.
• Data will be refreshed per the normal refresh schedule beginning Wednesday morning, April 14.
• Dates/times for the Financials and Physical Resources Production System upgrade and service interruption have not changed.

During the upgrade periods, information on the PeopleTools 8.5 Upgrade page and Wolverine Access and Citrix announcements will be updated as needed.

Questions or concerns about the upgrade can be addressed to the Information and Technology Services Help Desk, 734-764-4357 (4-HELP), option 4.

Posted by tndeboer at 09:03 AM

April 08, 2010

Rescheduled M-Pathways SA and HRMS Infrastructure Upgrade

I’m writing to advise you of some changes to the schedule for the PeopleTools infrastructure upgrade.

Dates/Times for Rescheduled SA and HRMS Upgrade and Service Interruptions
The upgrade for the Student Administration and Human Resource Management systems has been rescheduled to noon, Saturday, May 8, through noon, Sunday, May 9, to address concerns expressed across campus. As we get closer to this new implementation date, we will send an e-mail with additional details to you and SA and HRMS users in your unit. In the interim, visit PeopleTools 8.5 Upgrade for upgrade information and status.

Key HRMS and SA Impacts
1. The Payroll change announced last week in a message from University Payroll to staff will still happen. The end-of-month processing for the April monthly payroll is moved up from Tuesday, April 27, to Thursday, April 22. Visit the Payroll website for details.
2. This new timing coincides with the beginning of the Spring and Spring/Summer terms, so students will be unable to add and drop courses, review their financial aid disbursement, or view their student bill during the planned 24-hour period.
3. This upgrade does not affect CTools. Faculty and students will be able to use CTools during this service interruption.
4. Some of the key Faculty Business transactions, via Wolverine Access, that will be temporarily unavailable are: View Teaching Schedule, View Class Rosters, and View Teaching Evaluation Reports.
5. For a complete list of impacts and other resources visit the PeopleTools 8.5 Upgrade page.

Additional Communications
• An e-mail was sent earlier today to faculty from Provost Sullivan informing them of this date change.
• An e-mail to Student Administration and HRMS users will be sent this afternoon, and you are copied on the message.
PeopleTools 8.5 Upgrade webpages have been updated.

Questions or concerns about the upgrade can be addressed to the Information and Technology Services Help Desk, 734-764-4357 (4-HELP), option 4.

Posted by tndeboer at 09:13 AM

April 06, 2010

Learn how M-Reports helps in Admissions, Research and more!

We hope you are able to attend the M-Reports Open House on April 14—see detailed information below. Please share this information with your faculty, staff, and other administrators and encourage them to attend.


M-Reports Open House
Wednesday, April 14
Stop by anytime between 9:00-11:00 a.m.
Palmer Commons, 4th floor

From recruiting and admissions to academics and finance, deans, directors, faculty, and staff are using M-Reports to drive institutional excellence at U-M. Whether you’ve only heard of M-Reports or are a current user, this is the event for you!
• 9:00-9:30: “What is M-Reports?” and “The Future of M-Reports”
• 9:30-11:00 Browse the M-Reports booths in an open format
• 10:30-11:00: repeat of “What is M-Reports?” and “The Future of M-Reports"

Experts will be on hand to walk you through M-Reports' current functionality and explain how your unit's data can be put into the system.
• Admissions Dashboard
• Enrollment Trends
• Internal Controls - Employment
• Project/Grant Financials
• Source/Use Reports
• Tuition Attribution
• And MUCH more!

RSVP for this event online at http://www.bi.umich.edu/events/041410_M-Reports_open_house.html

Posted by tndeboer at 11:02 AM

April 02, 2010

Upcoming M-Pathways Infrastructure Upgrade and April Service Interruptions

I’m writing to inform you about the upgrade of the PeopleTools infrastructure that supports the M-Pathways Financials (FIN), Student Administration (SA), and Human Resource Management (HRMS) Systems planned for April 2010 that involves two service interruptions. The upgrade of the SA/HRMS environment will impact operational users, employees, faculty, and students (see below).

Dates/Times for Upgrade & Service Interruptions
Production Systems
• Financials and Physical Resources System: Noon, April 10 – Noon, April 11
• Student Administration & Human Resource Management System, including Employee Business, Student Business, and Faculty Business: Noon, April 24 – Noon, April 25
Operational Data Store (ODS)
FINODS and HEODS will be unavailable on the following dates and times while data is refreshed.
• FINODS: 9:00 p.m., April 12 – 7:00 a.m., April 13. Data will be current as of 4:00 a.m., Saturday, April 10.
• HEODS (SA/HRMS): 9:00 p.m., April 25 – 7:00 a.m., April 26. HEODS data will be current as of Saturday, April 24.

Key Impacts
• Faculty will not be able to enter grades online in Faculty Business on Wolverine Access. CTools will be available during the service interruption; however, the link to “Faculty Business” located on the Faculty Business tab within CTools will not be operational.
• Students will not be able to view their grades or perform course-related transactions in Student Business on Wolverine Access.
• The April monthly timekeeping deadline will change from April 27 to April 22 to accommodate the SA/HRMS upgrade.
• No impact for Financials users except FINODS refresh during upgrade weekend (see above). The upgrade will provide the required infrastructure to support the major application upgrade to version 9.1 of the M-Pathways Financials and Physical Resources System scheduled for 2011.

Additional Communications
March 31, 2010
• University executive officers, Laurita Thomas, Lester Monts, and Rowan Miranda from John Gohsman to announce the upgrade.
April 1, 2010
• Winter 2010 Instructors from Teresa Sullivan to notify them of impacts for faculty and students.
• M-Pathways Student Administration, Human Resource Management, and Financials Systems users from ITS-Inform.
• RDA Owners/Users from ITS-Inform.
April 5, 2010
• Department managers, electronic timekeepers, approvers from University Payroll announcing the adjustment of the end-of-month processing for the April monthly payroll from April 27 to April 22 to accommodate the SA/HRMS upgrade. Regularly scheduled April monthly time and labor reminders will be adjusted accordingly.

Helpful Resources
For details on benefits, what’s changing, impacts for students, faculty, operational, and self-service users, visit the PeopleTools 8.5 Upgrade page.

As we get closer to the scheduled upgrade dates, announcements will be posted on Wolverine Access, Citrix, and CTools as well as on the PeopleTools 8.5 Upgrade page on the ITS Administrative Computing website.

Questions or concerns about the upgrade can be addressed to the Information and Technology Services Help Desk, 734-764-4357 (4-HELP), option 4.

Posted by tndeboer at 09:48 AM

Got UL-related Questions? Call the ITS Help Desk

From time to time I receive questions related to your role as an Information and Technology Services (ITS) Unit Liaison (UL).

To enable us to provide the information you need as quickly as possible and identify trends for the types of questions you have, from now on please submit your UL Program related questions to the ITS Help Desk. The Help Desk provides stellar service, and they are eager to assist you.

Your questions related to initiating and authorizing requests for access to M-Pathways and other ITS-supported systems via the Online Access Request System (OARS), UL meetings, or how to set up or change an OARS alternate signer for your unit are all appropriate for the ITS Help Desk.

You may submit questions a variety of ways:
Phone: 734-764-4357 (4-HELP)
Email: itsadminhelpdesk@umich.edu
Online: http://www.mais.umich.edu/online_help_desk/

Posted by tndeboer at 09:45 AM

Exam Scheduling in M-Pathways

Effective Fall 2010, schools and colleges will be required to schedule final exams in M-Pathways. Please see the message from the Office of the Registrar for more information: http://ro.umich.edu/Final%20Exam%20Scheduling%20in%20M-Pathways.htm.

SR CLASS MAINTAINERS will automatically receive update/edit access for the exam page on March 31, 2010. They may begin scheduling exams in accordance with the Office of the Registrar policies: http://ro.umich.edu/exams/. It is recommended staff with this role complete the CUS202 Exam Scheduling Self Study in My LINC. To access the self study, use keyword search ‘exams’ in My LINC: https://maislinc.umich.edu/.

You can now request the following roles in the Online Access Request System (OARS) for those staff who do not maintain class schedules but do require access to the exam scheduling pages.
• The SR EXAMS MAINTAINER role allows staff access to update/edit the exam scheduling page in M-Pathways. Users requesting this role must complete the instructor-led (MPO101) OR the eLearning (MPE101) version of Introduction to M-Pathways and the CUS202 Exam Scheduling Self Study.
• The SR EXAMS VIEWER role gives staff view only access to the exam scheduling page.

Before scheduling exams, it is recommended that staff view the Final Examinations Policy and the Final Examinations by Term recommended schedule on the Office of the Registrar’s website: http://ro.umich.edu/exams/.

For questions or assistance, please contact the Information and Technology Services Help Desk:
734-764-4357 (4-HELP)
itsadminhelpdesk@umich.edu
http://www.mais.umich.edu/online_help_desk/

Posted by tndeboer at 09:32 AM

March 11, 2010

Share Unit-Specific WebI Reports With Unit Users

BusinessObjects users can now share WebI Intelligence reports with others in their unit. The service that provides this capability is called Department Access Administration (DAA). It allows the U-M unit to determine which reports it wishes to place in their “Unit Maintained Folder” and control who has access to them. Please feel free to share this information with others in your unit who may wish to take advantage of this new service.

For details about Department Access Administration, including how you can request a folder for your unit, view:

-- The “Unit Maintained Folder in BusinessObjects” document in the UL Document Repository.
-- A presentation, including a demo, given by Laura Bollettino at a recent UL meeting. Information about the Unit-Maintained Folder begins at 8:39 on the video.

FOR ASSISTANCE OR QUESTIONS
Information and Technology Services Help Desk
734-764-HELP (4357)
Itsadminhelpdesk@umich.edu
http://www.mais.umich.edu/online_help_desk/

Posted by tndeboer at 11:33 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

January 26, 2010

Learn next steps for IT at U-M

Laura Patterson invites you to join an upcoming town hall meeting. Learn about the university’s strategy for creating NextGen Michigan and how U-M is changing its approach to information technology at every level on campus. Specifically, I’ll share information on:

  • New IT Governance structure - a new university-wide decision-making body that will determine how to best allocate and prioritize shared information technology products and services.
  • IT Rationalization and Assessment Project – a university-wide initiative to determine the best way to provide IT services and reduce non-productive IT solutions across campus
  • Fiscal Year 2010 commitments - New, or enhanced, products/services from Information Technology Services
NextGen Michigan Town Hall Dates and Times:
  • Tuesday, Feb 2, 8:30-10:30 a.m.
    Rackham Auditorium
  • Wednesday, Feb 10, 8:30-10:30 a.m.
    Gerald Ford Library
  • Tuesday, Feb. 16, 8:30-10:30 a.m.
    Palmer Commons Auditorium

Please register online to attend and share this invitation with others. I look forward to your feedback and I'm excited to discuss how NextGen Michigan will employ technology and propel innovations in research, teaching and learning.

Posted by lburgamy at 12:14 PM

January 05, 2010

New! ePro Requisition File Attach Process

Use the new Add Attachment function in the Special Request eProcurement requisition (ePro req) to submit supporting documentation for an order that requires competitive bidding and/or additional handling, including
(but not limited to):
-- Specifications sheet (e.g., machinery specifications)
-- Supplier quotation (e.g., pricing)
-- Sole source justification
-- Associated agreements requiring Procurement Services approval

BENEFITS
-- The Add Attachment function is a recommended alternative to manually typing that information in the Justifications/Comments
field or sending documentation via e-mail or campus mail.
-- The supporting documentation provides the buyer from Procurement Services or other central organizations
the information required for the University's competitive vendor bidding process.

RESOURCE
See the “Attach a Data File for a Special Request ePro Requisition v.8.8” step-by-step procedure in My LINC at:
<http://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=30255>

FOR ASSISTANCE OR QUESTIONS
Contact the ITS Administrative Help Desk:
-- Phone: 734-936-7000, option 3
-- E-mail: maishelpdesk@umich.edu
-- Web: <http://www.mais.umich.edu/online_help_desk>

To: "M-Pathways eProcurement Special Request eProcurement Users"
Cc: Financial Unit Liaisons
From: ITS-Inform
Subject: New! ePro Requisition File Attach Process
Date: Tuesday, January 05, 2010

Posted by cstefans at 12:05 PM

December 14, 2009

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

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

September 17, 2009

Complete Your Access and Compliance Form Online

A new electronic Access and Compliance form that replaces the current paper form is now available on Wolverine Access > University Business.

Beginning today, you can complete and submit an electronic Access and Compliance (AC) form. This new electronic process offers benefits for both staff requesting access to administrative systems data, and for Access Services in processing access requests.

Benefits for University Staff
• Eliminates need to print and fax paper form.
• Enables electronic submission of form.
• Eliminates need to store paper forms.
• Provides a convenient link to the AC form on Wolverine Access > University Business <https://wolverineaccess.umich.edu/university_biz_secondary.jsp>.

Benefits for Access Services
• Reduces time required to process access requests for customers.
• Reduces storage by eliminating need to maintain paper forms.

Posted by wro at 03:12 PM

September 08, 2009

MAIS.Inform becomes ITS-Inform

On September 8, e-mails sent from MAIS.Inform will come from ITS-Inform. We will continue to archive e-mails on the Project InfoCenter.
Learn more about the new Information and Technology Services (ITS).

Posted by cstefans at 10:30 AM

August 10, 2009

M-Pathways Race/Ethnicity Changes Effective August 10

Changes to tables that store race and ethnicity data in M-Pathways were made to comply with new federal reporting requirements defined in the Higher Education Opportunity Act of August, 2008. This act requires all postsecondary institutions to collect and report data on race and ethnicity in a substantially different manner than reviously reported.

These changes apply to both the production and HEODS reporting environments. You will still be able to run your existing queries, but the query results returned will change.

Changes include:
-- Structure changes to existing tables
-- Modifications to Ethnic Group values
-- Use of Primary Indicator
-- New table views

RESOURCES
-- For details about these changes see Race and Ethnicity Tables - Overview of Changes in My LINC at: <http://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=29725>
-- Find details about Race/Ethnicity modifications in the U-M Data Warehouse in My LINC at:
<http://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=29707>
-- Find information about the new IPEDS Race/Ethnicity data collection and reporting approach at:
<http://www.provost.umich.edu/reports/FAQ_Race_and_Ethnicity.pdf>
<http://www.provost.umich.edu/reports/RaceEthnicityDataCollection.pdf>

FOR ASSISTANCE OR QUESTIONS
Contact the Help Desk:
-- Phone: 734-936-7000, option 7
-- E-mail: maishelpdesk@umich.edu
-- Web: <http://www.mais.umich.edu/online_help_desk/>

To: "PS Query and Remote Data Access Users Who Use Race/Ethnicity Data"
CC: MAIS Unit Liaisons
From: MAIS.Inform
Subject: M-Pathways Race/Ethnicity Changes Effective August 10
Date: Monday, August 10, 2009

Posted by cstefans at 08:22 AM

August 07, 2009

Suppressing Central Printing of GPRs and SOAs

After careful consideration and evaluation, we've decided to discontinue the central printing and distribution of Gross Pay Registers (GPRs) and Statements of Activity (SOAs) in lieu of online reporting. The last centrally printed and distributed GPRs and SOAs will be for the months ending September 30, 2009 and December 31, 2009, respectively.

In various budget forum discussions across campus over the past year, including the Provost's Prudence Panel, discontinuing centrally printed and distributed reports was frequently suggested as a good opportunity for cost savings. In addition, the move to online GPRs and SOAs will support the university's green initiatives. Given the convenient online ways that are currently available to access and view GPR and SOA data, many units across campus, in fact, have already voluntarily suppressed central printing of these reports in an effort to reduce costs and benefit the environment.

In the near future, you'll begin receiving detailed information about this project, including the timing of the rollout and the different options that are available to you to get your GPRs and SOAs. These options, which include M-Pathways, Business Objects and others, will allow you to get your GPR and SOA data much faster than waiting for the actual printed reports to arrive.

Our team is committed to making this change as seamlessly as possible, with minimal impact to you and your department.
If you have any questions or would like more information, please don't hesitate to contact me. Thank you for your support of our efforts to be good stewards of the university's financial resources and for taking steps to positively impact the environment.

To: "Hardcopy GPR Recipients; Hardcopy SOA Recipients; BAG; SAPOCs; Financial and HRMS Unit Liaisons"
From: Cheryl L. Soper, Controller & Director of Financial Operations
Subject: Suppressing Central Printing of GPRs and SOAs
Date: Friday, August 07, 2009

Posted by cstefans at 03:56 PM

August 06, 2009

Prepare for August 2009 ImageNow/WebNow v.6.1.6 Upgrade

Work is underway to upgrade ImageNow/WebNow to version 6.1.6. While there are “look and feel” changes, the basic functionality is the same. No new functionality will be delivered at this time.

UPGRADE TIMELINE
The upgrade will take eleven days and is scheduled for:
-- 5:00 p.m., Friday, August 14 - 6:00 a.m., Monday. August 24
-- ImageNow/WebNow v.6.1.6 available, Monday, August 24

WHAT YOU SHOULD KNOW
-- All users can view existing documents during the upgrade using the current version of WebNow with one exception: 5:00 - 9:00 p.m., Friday, August 14, to allow for completion of pre-upgrade tasks.
-- Please review the 'Change Applets in WebNow' procedure prior to accessing WebNow for the first time for information that can make using WebNow more efficient. View the procedure in My LINC at:
<http://maislinc.umich.edu/maislinc/lang-en/management/LMS_ActDetails.asp?UserMode=0&ActivityId=29676>

ImageNow Scanners:
-- Please do not scan documents during the upgrade. To do so means that you will have to rescan them after the upgrade is complete.
-- Document Imaging will maintain their regular pickup schedule to allow time to prepare documents for scanning once the system is available.
---- If you need immediate access to specific documents during the upgrade, we suggest you keep them at your location and submit them to us at the regular pickup time on Friday morning, August 21.

ACCESS AND NEW WORK/ENHANCEMENT FREEZE
-- Access freeze August 10 - 24: Requests for ImageNow/WebNow access submitted during this time will be processed after August 24.
-- New Work/Enhancements freeze now through August 24: Requests for new work or enhancements to existing documents submitted during this time will be processed after August 24.

STAY INFORMED
-- Find information about version 6.1.6 under the ImageNow and WebNow subcategory in My LINC at:
<http://maislinc.umich.edu/maislinc/lang-en/taxonomy/TAX_NodeDetails.asp?RootNodeID=-1&UserMode=0&Action=show&NodeID=308>

Watch for upgrade announcements on:
-- Wolverine Access <https://wolverineaccess.umich.edu/uPortal/render.userLayoutRootNode.uP>
-- The What else is happening? page on the Project InfoCenter <http://www.mais.umich.edu/project_infocenter/what_else_home.php>
-- Citrix (for ImageNow users)
-- The Document Management and Imaging page <http://www.mais.umich.edu/docimaging/upgrade_form.html>


FOR ASSISTANCE OR QUESTIONS
Contact the Help Desk:
-- Phone: 734-936-7000, option 7
-- E-mail: maishelpdesk@umich.edu
-- Web: <http://www.mais.umich.edu/online_help_desk/>

To: "ImageNow/WebNow Users"
CC: MAIS Unit Liaisons
From: MAIS.Inform
Subject: Prepare for August 2009 ImageNow/WebNow v.6.1.6 Upgrade
Date: Thursday, August 06, 2009

Posted by cstefans at 03:28 PM

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 16, 2009

Updated Classroom Utilization Reports

To aid in room scheduling and usage evaluation, the following BusinessObjects reports have been updated:
-- SM01 Classroom Utilization by Dept or Dept Group for Term or Date Range
-- SM01 Classroom Utilization by Bldg for Term or Date Range

NOW, BOTH REPORTS:
-- Display all active rooms, regardless of utilization status, allowing you to better evaluate opportunities
for room use for the term or date range.
-- Can be run by Event Type (e.g, CRSE, CURR, NONC) to limit the results to a specific usage.
-- Contain a “Meetings” tab that lists details for classes/events occurring in each room (24 hours/7 days).

“AT-A-GLANCE” UTILIZATION DATA
Each report offers options to quickly view room utilization data for the specified term or date range:
-- The “Overall Utilization” charts in the Classroom Utilization by Dept or Dept Group reports show the seat or time utilization goal for the rooms and the variance from that goal.
-- The “High and Low” tab in the Classroom Utilization by Bldg report lists rooms by time utilization
percentage.

FOR ASSISTANCE OR QUESTIONS
Contact the MAIS Help Desk:
-- Phone: 734-936-7000, option 7
-- E-mail: maishelpdesk@umich.edu
-- Web: http://www.mais.umich.edu/online_help_desk/

Check out the look and feel of the NEW Wolverine Access. Make it your default Gateway: http://wolverineaccess.umich.edu/uPortal/render.userLayoutRootNode.uP.

Keywords: Classroom Utilization

To: "Space Management BusinessObjects Users"
Subject: Updated Classroom Utilization Reports
From: MAIS.Inform
Date: Tuesday, June 16, 2009

Posted by cstefans at 03:12 PM

June 10, 2009

ePAF To Be Retired at End of June 2009

Over the last three months, most University units have adopted the use of the web-based eResearch Proposal Managment (eRPM) system for creating Proposal Approvals Forms, or PAFs, and subsequent routing for approvals. The time has come to retire the paper process for proposal approvals at the University of Michigan.

eRPM REQUIRED 7/1/2009

At the end of the day on June 30, 2009, the ePAF will no longer be available. From that time forward, new proposal approvals and routing will need to be completed in the eRPM system.

TIMELINE

1) The current ePAF option to create paper PAFs, will be retired at the end of the day on June 30. Access to the site will be eliminated by DRDA, as will access to that cache of old ePAFs.
2) All PAFs initiated on or after July 1, must be created in eRPM.
3) PAFs initiated in paper form before June 30, 2009 will be honored and processed by DRDA through the end of July.
4) No paper PAFs will be accepted by DRDA, effective Monday, August 3, 2009.

ELIMINATION OF DRDA DROP BOX

A related change will be the concurrent elimination of the DRDA Drop Box to upload final, completed Grants.gov packages to DRDA for submission.

The new eRPM PAF includes the capability of attaching thta final proposal or completing it within the system.

RESEARCH UNIT LIAISON & UNIT INVOLVEMENT IN DECISION

We have conferred with the Research Unit Liaisons on this timeline and they agree that the University is ready for this step. Many units already require eRPM use. Others are using the system, though its use has not been prescribed. Still others plan to retire use by July 1.

If you have general questions or comments about the transition, feel free to contact Cathy Handyside or me.

Jim Randolph

HELPFUL RESOURCES TO ASSIST WITH THE TRANSITION:
-- eRPM Training
<http://www.umich.edu/~eresinfo/erpm/training.html>
Job Aids we recommend that you print out to keep by your side when first starting to use the system:
-- PAF Creation/Completion
<http://www.umich.edu/~eresinfo/erpm/docs/Reference_Card_PropPrep.pdf>
-- Proposal Review Basics
<http://www.umich.edu/~eresinfo/erpm/docs/Reference%20Card_REV.pdf>

CONTACTS FOR QUESTIONS AND ASSISTANCE
For technical support (e.g., navigation, connectivity, and system
errors), contact the MAIS Help Desk:
-- Phone: 734-936-7000, option 6
-- E-mail: maishelpdesk@umich.edu
For questions about Unit Business Policy/Requirements, contact your
Research Unit Liaison.

For sponsor-specific or submission questions, contact your
-- DRDA Project Representative.
-- DRDA Information line: (734) 764-5500

From: James Randolph
Sent: Wednesday, June 10, 2009 10:43 AM
To: eRPM Info; Research ULs; Research ULs Alt

Posted by wro at 12:20 PM

May 29, 2009

Retrieve Supervisor ID Data with New M-Pathways Functionality

The data/report used to upload an employee's supervisor is now available on the Supervisor ID Data Selection page in M-Pathways. The BusinessObjects report previously used to retrieve Supervisor ID data is no longer available.

The new Supervisor ID Data Selection page:
-- Allows retrieval of real-time data that can be used by the Supervisor ID upload process
-- Can be found through the same navigation as the Supervisor ID upload process:
Menu > Workforce Administration > Collective Processes >Supervisor ID Data Selection
-- Please note, as part of this enhancement, the Employee Supervisor Upload page name has been changed to Supervisor ID Upload.

RESOURCES
Uploading Employee Supervisor Information Reference Document: <http://maislinc.umich.edu/mais/pdf/HR_UAW_supvID_RD.pdf>

FOR QUESTIONS OR ASSISTANCE
Contact the Help Desk:
-- Phone: 734-936-7000, 5
-- E-mail: maishelpdesk@umich.edu

Keyword: Supervisor ID

From: MAIS.Inform
Sent: Friday, May 29, 2009
To: "M-Pathways HR Total Appointment View User"
Subject: Retrieve Supervisor ID Data with New M-Pathways Functionality

Posted by cstefans at 09:14 AM

May 27, 2009

BusinessObjects Web Intelligence (WebI) Upgrade Postponed

The BusinessObjects upgrade tentatively scheduled for June 1, 2009, is postponed until later this summer. The decision to delay was made in response to performance issues identified during system testing. We have received fixes for these issues but want to ensure that adequate time is available for testing before proceeding with the upgrade.

WHAT YOU NEED TO KNOW
-- The June 1, BOTV episode, “What’s new in XI R3,” is cancelled and will be rescheduled closer to the new implementation date. You will receive a cancellation notice soon if you registered for this session.
-- The freeze on BusinessObjects access requests has been lifted until further notice.

We’ll notify you soon after a new implementation date is selected. Thank you for your patience.

FOR QUESTIONS
Contact the MAIS Help Desk
-- Phone: 734-936-7000, option 7
-- E-mail: maishelpdesk@umich.edu

Keywords: BusinessObjects Upgrade

To: U-M Data Warehouse BusinessObjects Users and MAIS Unit Liaisons
From: MAIS.Inform
Date: May 27, 2009
Subject: BusinessObjects Web Intelligence (WebI) Upgrade Postponed

Posted by wro at 10:25 AM

May 05, 2009

Free e-Waste Recycling May 9

Drive-through and drop off old or unused electronics from 9:00 a.m.-2:00 p.m. at Pioneer High School (Main St. Entrance), 601 W. Stadium Blvd., Ann Arbor. Ann Arbor Public Schools and the Climate Savers Computing Initiative @ the University of Michigan (CSCI @ U-M), and other local partners are sponsoring a series of e-Waste Recycling Events in Ann Arbor, Dearborn and Flint.

Accepted materials include:

  • computer systems

  • monitors

  • telephones/cell phones

  • televisions

  • VCRs

  • stereos

  • cords/wires


See a complete list of materials.

Recycling responsibly is the right thing to do

  • All e-waste will be destroyed and 100% recycled in the United States in an environmentally sound manner by an Environmental Protection Agency-certified company.

  • Security precautions are made throughout the recycling process to ensure all data is destroyed.

It's open to the general public

  • Tell your friends and neighbors in southeast Michigan. Dearborn and Flint are also hosting events.

  • Small businesses and non-profits with large quantities of equipment are invited to participate on May 7-8. Locations and times vary.

  • All U-M-owned equipment must be disposed of through Property Disposition; items that cannot be resold by Property Disposition are responsibly recycled in accordance with state and federal regulations through Occupational Safety & Environmental Health at U-M.


Save our land and water systems and responsibly recycle your e-waste
  • Protect the environment -- Keep hazardous electronic equipment out of landfills

  • Conserve natural resources -- Materials in your electronics are highly reusable

Posted by cstefans at 02:35 PM

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:


  • Vice presidents, deans, directors, department chairs, and/or key financial managers

  • Any additional staff member with the M-Reports ICEmployment role

  • Individuals with General Ledger data set access in the U-M Data Warehouse (M_GLDW1_SEL Oracle role)

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:

  • Has a business need to view Source/Use financial data for your department/department

  • group, including payroll details (e.g., names, salaries, dates)
  • Does not meet the requirements outlined above for automatic access to the Source/Use Year-to-Date report

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

Swine Flu Preparedness

Plans are in place to keep essential University of Michigan central IT systems and services operating as normal in the event the swine flu outbreak expands to U-M campuses. Visit the U-M’s Swine Flu Preparedness page often for general information and updates.

Posted by cstefans at 09:37 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

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?


  • A low-profile and initial release of a new or re-designed website.

  • During this soft launch phase, both the new WA Gateway and the original WA Gateway will be available for users.


Why is a soft launch a good thing?

  • It’s the first stage of a phased rollout that will lead to an actual web portal with a well-publicized, more robust, and user-tested website.

  • Use of the new gateway is optional for the time being. Anyone can visit and explore the new gateway at their leisure, but continue to use the current version if they prefer.

  • There are no business process or user impacts with a soft launch

  • We can get meaningful feedback through usability testing and fine tune the site as we go along.

  • We can track usage and monitor performance, which helps us prepare for future phases.

  • No updates to MAIS and central office online or print documentation are necessary.


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

  • No preparation for the soft launch is needed. We just want you to be aware of the new Gateway soft launch.

  • If you get questions on or after April 20, you can direct questions to the MAIS Help Desk as usual.


What can you and WA users expect on April 20?

  • A link to the new gateway in an announcement on the original gateway.

  • A link to the new gateway from the Project InfoCenter on the MAIS website.

  • Moderate changes to design and navigation on the new gateway, but no new functionality.


Future Phases (Dates TBD)

  • Our vision is to create a system interface that uses sophisticated functionality in a consolidated view.

  • At some point, everyone will transition to the new WA, how and when is to be determined.

  • We’ll keep you informed, as change management will take more significant effort and we’ll look to you for help.

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

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 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

February 27, 2009

eResearch Proposal Management (eRPM) Update

The all campus eRPM release is scheduled for late March 2009 and the pilot phase is going well. Training resources and Award Notification process improvements are available. James Randolph sent a message to eRPM info on February 27. Learn more in the eResearch section.

Posted by cstefans at 10:08 AM

February 26, 2009

Role in OARS Changed to Benefit Financial M-Reports Users

The M-Reports role to request project/grant report access has been renamed, from SponsProjectGrant to ProjectGrantReports. This better reflects that users are able to view both sponsored and “non-sponsored” project reports in M-Reports, since it’s expanded to include financial reports for UM-funded, gift, and other projects .

M-Reports Project/Grant Access

  • You do not have to resubmit requests for individuals in your unit who already have M-Reports project/grant access.

  • For new user requests, select the ProjectGrantReports role from the M-Reports tab. Departmental security is not required. This role is intended for the additional non-faculty staff member who:

    • Has a business need to view the project/grant financial data, including payroll details (e.g., names, salaries, dates).

    • Is NOT the official Principal Investigator (PI) or the Project Administrator (i.e., SAPOC) on a project/grant.

  • Access is automatically granted to only one PI and one SAPOC for a particular project/grant.
  • Faculty can view only their project/grant(s).
  • Administrators (non-faculty staff) can view all project/grants from the FIN MGMT tab in M-Reports.

For updated instructions, click the ‘Requesting M-Reports Roles in OARS‘ link in the Unit Liaison Document Repository. Authentication is required.

Cheryl Soper, controller and director of Financial Operations, sent a message about this change.

The original e-mail is as follows:

To: Principal Investigators and Project Administrators
From: Cheryl Soper, Controller and Director of Financial Operations
Subject: Use M-Reports for your Project/Grant Financial Reporting
Date: February 26, 2009

I am pleased to announce that M-Reports, a business intelligence reporting application, now provides online financial reports for UM-Funded, Gift, and Other projects. These reports give you a more complete view of your "non-sponsored" projects' financial status.

BENEFITS
Research Project Investigators and Administrators who are already using M-Reports to view sponsored project financial reports, find the system intuitive and the financial detail beneficial. I encourage you to use these “at-a-glance” reports for your “non-sponsored” projects as they 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. Click this link and then select Project/Grant to open the form: <http://www.finops.umich.edu/accounting/chartfields/requesting>

FEATURES
M-Reports is located at: <http://wolverineaccess.umich.edu/reporting_secondary.jsp>.
The navigation path is: University Business > Reporting > M-Reports. 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.

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
-- Faculty: Uniqname and UMICH Kerberos password are required to log in. If you are a faculty member without an MToken, mark the “I don't have an MToken” checkbox on the Weblogin screen.
-- Non-Faculty: Uniqname, UMICH Kerberos password, and MToken are required to log in. If you do not currently have an MToken, visit an MToken Distribution Center <http://www.mais.umich.edu/mtoken/mtoken_distribution.html> to obtain one or to speak with an MToken administrator.

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 at: <http://www.bi.umich.edu/products/web_reporting.html>.

I'd like to thank the project administrator volunteers, and the members of Finance and MAIS who worked on this project. This tool is a significant step towards fulfilling the University's goal of providing you with ready access to timely information about the fiscal status of your project/grants.

FOR ASSISTANCE OR QUESTIONS
Contact the MAIS Help Desk:
-- Phone: 734-936-7000, option 1
-- E-mail: maishelpdesk@umich.edu


Posted by cstefans at 09:44 AM

February 10, 2009

Follow-Up Information for HRMS ULs from University Payroll

Earning Codes changed to a Supplemental Tax Method. See the message from Norel Tullier, University Payroll:

At an HRMS UL meeting last Fall, I announced that quite a few Earnings Codes would be changed to a Supplemental Tax Method which means that the payments under these Earnings Codes would be withheld at a flat tax rate of 25% for federal tax. The ULs attending the meeting asked me to let them know when this information was available on the Payroll web site.

It is now available. On the Payroll web site, choose the “Forms and Tables” selection in the navigation menu on the left side of the page. Scroll down to the bottom of the listing and choose the “Earnings/Time Reporting Codes” from the “Tables” section of the listing.

The Earnings Codes that will be taxed at the 25% rate for federal tax have “S” in the “Tax Method” column in the spreadsheet.

For more information about this topic, watch Norel Tullier’s November 21, 2008 Payroll Announcement.

Norel also provided information about a PeoplePay change effective January 1, 2009.

Posted by cstefans at 07:53 AM

January 07, 2009

New ePAF Supplemental Information Page

On January 7, James Randolph addressed all Research ULs on adjustments made to the Proposal Approval Form (ePAF). He attached new versions of the forms and instructions.

The original e-mail is as follows:

From: James Randolph
Date: January 7, 2009 10:41:59 AM GMT-05:00
To: Research ULs , Research ULs Alt
Subject: ePAF Supplemental Information Page

I trust all of you received my campus-wide message earlier this week providing a brief status report on eResearch Proposal Management (if you did not, let me know and I can forward a copy). As I said in that message, so far, so good.

Several of you have started to use the Optional Supplemental Information for ePAF form. Based on early feedback, we made some minor adjustments:
- An additional notation near the top clarifies that all questions on the optional form are indeed optional. That is, you can complete only the additional fields of interest to your unit; you are not required to complete the entire form.
- We added the Uniqname field for item 4 - Key Personnel Effort (to accommodate this added field, we dropped the Department Name).
- The pdf version of the form was changed to be a bit more user friendly - the data fields to be completed were altered to permit more characters.

Attached are updated .doc and .pdf versions of the form. The pdf version expanded to a second page - annoying I suspect, but hopefully not a significant issue. The instructions were separated from the pdf version as well.

I encourage you to use these new versions, though DRDA certainly will accept the previous versions as well. Kelly will post these new versions to the Unit Liaison section of the eResearch Proposal Management homepage. Jim


Supp_ePAF.pdf
Supp_ePAF_directions.pdf
ePAF_supplement_directions.pdf

Posted by cstefans at 08:46 AM

January 05, 2009

eResearch Proposal Management Update

(eRes PM Project Update Jan. 2009) Visit the eResearch section to learn more about the pilot phase, release, and notifications.

Posted by cstefans at 01:16 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

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 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 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)

October 17, 2008

Transition to New P-Card Vendor

Email to ULs regarding communications efforts around the transition to a new P-Card vendor. Procurement Services will be communicating regularly with University faculty and staff in the coming weeks and months as we transition from GE P-Cards to the new P-Card vendor, American Express. A repository of information and tools will be posted on the Procurement Services web site.

The original email is as follows:

Procurement Services will be communicating regularly with University faculty and staff in the coming weeks and months as we transition from GE P-Cards to the new P-Card vendor, American Express. Communication will be in several forms—email, customer forums, targeted audience presentations, on site meetings with departments and units if requested, and a repository of information and tools posted on the Procurement Services web site.

Today’s message is to announce the launch of our new web page that will provide regular updates and information as we move through the transition period. We have modified our Home page to add a convenient link directly to the new "P-Card Transition" page:

Our web site home page is: www.procurement.umich.edu. Click the link called P-Card Transition in the lower left corner of the home page to jump to the P-Card Transition page.

While the P-Card Transition page is not quite complete, we want to share information and resources with you in as timely a manner as possible. You will find PowerPoint presentations outlining the decision-making process that led to the selection of American Express; and a general overview of how the American Express two-card program works. You will also find Frequently Asked Questions (which we will regularly update as new questions emerge); and a list of customer service contacts to assist you in the transition process. Soon you will see added to the page:

- a Calendar of events, schedule of communications, key dates
- a decision tree tool to help you determine which card type fits your business needs
- informational guides and tips

We have created a group email address (amxtransition@umich.edu), which you may use to submit questions or concerns to P-Card Transition team members.  Or, please feel free to contact any of us directly:
Michael Counts (mcounts@umich.edu)
Ron Youngblood (ryoungbl@umich.edu)
Carolynn Blankenship (cblanken@umich.edu)
Lyn Fyfe (lynfyfe@umich.edu)

Please share this information with staff in your area. This message will be sent to all Cardholders, Approvers, and Reconcilers on Wednesday, October 22, 2008. (We collaborate with MAIS to send messages to those with P-Card roles due to the great number of email recipients in that population.)

We appreciate your partnership as we move together through this transition. Thank you.

Posted by lburgamy at 11:24 AM | Comments (0)

September 18, 2008

Processing Time for HR Transactions

Email from Laura Patterson and Laurita Thomas about processing time for HR Transactions. The email was sent to people with the following M-Pathways roles: HR TOTAL APPOINTMENT VIEW USER; HR TERMPORARY EMPLOYEE UPDATER; HR TEMPORARY EMPLOYEE VIEW.

Original message is as follows:

From: Laura Patterson and Laurita Thomas [mailto:mais.inform@umich.edu]
Sent: Thursday, September 18, 2008 4:27 PM
To: Individuals who conduct HR transactions
Subject: Processing Time for HR Transactions

Colleagues,

We are writing to inform you about a system issue that is extending the length of time required to process HR transactions that are submitted on paper. These include submittals related to newly hired faculty and non-student temporaries, appointment changes, and leaves of absence. Since the issue has not affected the electronic submittal forms used in University units, you may be unaware of the impact on transaction turnaround.

You can avoid delays by using other options whenever possible. For example:
-- Use batch processing for transactions such as additional pay, pay rate changes, and work address and phone updates.
-- Process Ann Arbor student temporary appointments online.
-- Encourage faculty and staff to use Wolverine Access self-service to change their home address and work and home phone numbers online at any time.

Resolutions:
Our teams are actively engaged with resolving the delay and our goal is to provide the fastest turnaround possible during this busy start of a new academic year.
-- Michigan Administrative Information Services (MAIS) is working in collaboration with the vendor and other universities to determine the root cause, which is related to the PeopleSoft version 9 upgrade. We have already discovered there is a consistent reduction in system response time on several of the input panels exclusively used by University Human Resources (UHR) staff to process and finalize the transactions received from campus.
-- Human Resource Records & Information Services (HRRIS) has made temporary staffing adjustments in order to more quickly process your requests until a long-term solution is reached.

In the meantime, turnaround time to complete HR transactions has lengthened to an average of five (5) business days. You can expect this to be the standard processing time required for transactions until we are able to make further adjustments to systems and/or processes. Because this is longer than the processing time we have achieved in the past, we wanted you to be aware of the issue and to know the amount of time that is now necessary before you need inquire into the processing status of your submittals.

We appreciate your support and patience.

In partnership,

Laura Patterson, Associate Vice President for Administrative Information Systems

Laurita Thomas, Associate Vice President for Human Resources

This message has been sent to people with the following M-Pathways roles:
-- HR TOTAL APPOINTMENT VIEW USER
-- HR TERMPORARY EMPLOYEE UPDATER
-- HR TEMPORARY EMPLOYEE VIEW

Posted by lburgamy at 10:51 AM | Comments (0)

September 14, 2008

Access for New HR Metrics

Email to ULs about HR Metrics, the new Web-based tool that is available to University units beginning September 15, 2008. This new tool captures HR and financial data from M-Pathways that can be used to simplify the review and analysis of data used to make strategic decisions involving human capital management and staffing trends.

Original email is as follows:
I’m writing to provide you with information about HR Metrics, the new Web-based tool that is available to University units beginning September 15, 2008. This new tool captures HR and financial data from M-Pathways that can be used to simplify the review and analysis of data used to make strategic decisions involving human capital management and staffing trends.

You may recall In March 2008 you reviewed and updated the list of individuals in your unit who received early access to HR Metrics that replaced their existing access to its predecessor, CLC Metrics. A document containing the names of the individuals who received early access to HR Metrics with drill down capability is available in the UL Document Repository .

ACCESS for HR METRICS
You may now request access to HR Metrics for additional staff in your unit through the Online Access Request System (OARS). Use the descriptions below to determine the appropriate level of access for each individual. Information about optional instructor-led training and support documentation for HR Metrics is available in My LINC (keyword: HR Metrics). Please note that there are a limited number of licenses available for HR Metrics users.

HR METRICS DRILL DOWN – This role provides access to the HR Metrics system and includes the Drill to Detail option, making it easier to see the "people behind the numbers". Users can access, generate, and modify HR Metrics reports as well as produce a list of employees who comprise the report results. This role is typically assigned to Human Resources staff.

HR METRICS NO DRILL DOWN – This role provides access to the HR Metrics system. This role allows users to access, generate, and modify HR Metrics reports.

ADDITIONAL INFORMATION
On September 19, an article regarding the HR Metrics roll-out appeared in the University HR News. Additional information regarding HR Metrics can be found on the University of Michigan Business Intelligence Web site.

Posted by lburgamy at 11:10 AM | Comments (0)

September 08, 2008

M-Reports Information For Your Financial Department Administrators

Email sent to ULs about new M-Reports Sponsored Project/Grant Reports available for Principal Investigators (PIs) and Single Administrative Points of Contact (SAPOCs). Copies of messages sent to PIs and SAPOCs were included in the original email, which ULs should use as a starting point for providing information to department administrators who may field question from sponsored PIs. The original email text is as follows:

=====

I’m writing to share some information with you about the new M-Reports Sponsored Project/Grant Reports available for Principal Investigators (PIs) and Single Administrative Points of Contact (SAPOCs) and to ask for your assistance. As you recall, in July you reviewed and updated the list of PIs and SAPOCs for your unit (See attached 08-01-08 e-mail message to Financial ULs from me for related information).

Tomorrow, September 9, two e-mails will be sent – one to PIs and the other to SAPOCS. Attached is the e-mail for SAPOCs from Marvin Parnes, AVP for Research and Executive Director of Research Administration. His e-mail also includes the message for Sponsored Research PIs from Teresa Sullivan, Tim Slottow, and Stephen Forrest.

YOUR ASSISTANCE IS REQUESTED
Please read the attached communications to learn about the reports and for whom they are intended. Use this text as a starting point for providing information to your department administrators who may field questions from sponsored PIs.

IMPORTANT ACCESS REMINDERS


  • M-Reports Sponsored Project/Grant access is currently limited to PIs and SAPOCs designated on sponsored projects. Access is systematically granted based on these roles.

  • In the near future, MAIS will update you about a possible Online Access Request System (OARS) procedure for requesting M-Reports Sponsored Project/Grants access for other administrators.


As always, we appreciate your assistance in sending information to those individuals in your unit who need it.

Posted by lburgamy at 12:50 AM | Comments (0)

June 04, 2008

Student Administration Access Role Name Changes

Email to ULs regarding three types of Student Records and Curriculum access role name changes in the Online Access Request System (OARS) on June 9 due to the M-Pathways SA and HRMS upgrade to version 9. See OARS to view role descriptions.

Original email is as follows:

You will see three types of Student Records and Curriculum access role name changes in the Online Access Request System (OARS) on June 9 due to the M-Pathways SA and HRMS upgrade to version 9.

  • Student Records/Curriculum event roles will move to Campus Community roles
  • Version 8 Teaching Support roles will have name changes to reflect Version 9 navigation changes to functionality
  • Roles that began with SRC will begin with SR

The specific role name changes are below. The descriptions for these roles will remain the same. See OARS to view role descriptions.

Posted by lburgamy at 12:27 AM | Comments (0)