|
Current
Usability Task Force Projects
FUSS (Financial Usability & System
Solutions)
•
Focus on Reports: FUSS is leading
a series of sessions at the end
of each Fiscal Administrators meeting
to explain in detail specific aspects
of reports and how to read them.
Also included are hints and tips
on running and scheduling reports.
•
Report recommendations: FUSS has
recommended that ISDS implement
a Period Name list of values in
Discoverer in descending date order
rather than alphabetical order.
A related recommendation is that
ISDS provide a method to sort Period
Names in Discoverer reports in date
order and allow users to select
a fiscal year rather than selecting
multiple periods.
Grants Task Force
•
The Grants Task Force is prototyping
an Award Expenditure Detail and
BBA report with an Award carrying-out
org parameter rather than a Project
carrying-out org parameter.
HR Task Force
•
The HR Task Force is prototyping
a pivot/cross-tab table of employee
expenses over a fiscal year by
PTAEO that can be run by Project
carrying-out org or Award carrying-out
org.
HRD&T Goes On the
Road
HRD&T is taking Integrated
System training wherever it is needed,
including
into departments, according to Paul
Orange, Director of Integrated System
Training for the HR Division of Training.
“The
HRD&T is here to assist users with
any of their Integrated System training
needs, whether it is attending a
refresher course, setting up specialized
training, or even visiting a department
for some hands-on training,” he
says. “We are here to help
users succeed!”
If you would like to take Paul up
on his offer, you may contact him
at 4-8644 or email your specific
requests to him at pwo2c@virginia.edu
Reconciliation
Class Rolled Out
The Reconciliation class is now a
reality. Tommye Arnold of General
Accounting has taught five sessions:
two for the Curry School, two for
U.Va. Wise, and one for Internal
Medicine.
“We would like to hold the
class for groups of people who do
similar work, or who work in the
same department,” notes Arnold. “For
example, I would like to tailor a
class to people who work with grants,
or those who have revenue generating
projects.”
Departmental or school business
administrators may contact Arnold
at tca3k@virginia.edu to schedule
a class. If individuals are interested
and cannot schedule a class as part
of a larger unit, Arnold is maintaining
a list and will schedule a class
at some future date. The next class
will be scheduled in August.
Hints
and Tips
From Neal Grandy, College of Arts
and Sciences Dean's Office
To view the status of
any Integrated System request:
Click "View"
on the menu bar, then "Requests." Select
the appropriate radio button to see
all completed, in-process, or all
of your requests regardless of status
- and then click "Find."
From ISDS
View Notifications through your Navigator window: There are a number
of reasons your system notifications may not arrive via email. Security programs
such as Zone Alarm and Spyware, as well as some pop-up blockers, could interfere.
They may also be categorized as spam mail by spam blockers. Your best bet for
now, to make sure you see your notifications, is to view them through your Navigator
window.
From the Integrated
System Customer Support Center
Reports: Don’t use the Cancel
Query (“Press Cancel to end
this database operation.”)
feature unless you do not want the
query to run.
Purchasing:
•
You can place documents on the Navigator
(especially Payment Vouchers) while
getting behind-the-scenes approvals.
•
When approving purchasing documents,
always approve from the Notifications
Summary.
Timecards:
•
To get the timecard in query mode,
use F11 instead of View-Query By
Example-Enter.
•
To get the timecard to run for the
information, use Ctrl F11 instead
of View-Query By Example-Run.
•
To pull a timecard for a Terminated
Employee/Terminated Assignment, use
the Payroll End Date and the Employee
Number. (Terminated employees will
not show up if you use Organization.)
**8/10/04: It is now
possible to query timecards for
terminated employees/assignments by Organization.
Grants Management:
•
When creating a new Project in Grants
Management, you must copy a template,
not an existing Project.
•
When Concurrent Process is kicked
off during Submitting/Baseline Award
Budgets, be sure to view the concurrent
process by navigating to View>Requests>Find.
Select [Refresh] if the concurrent
process is Pending/Running until
completed; then close requests. Select
[Find Draft] in the Award Budget
to activate [Baseline] to confirm
your Draft and Current regions are
the same amounts. Repeat View Requests
for each concurrent process.
From Human Resources
Attachments on SITs:
Be careful when using the “attachment” feature
on the Special Information form (SIT).
You must first save your information
in the “Details” section
of the form before trying to add
an attachment to a particular SIT.
Then, click in the “Start Date” field,
and add your attachment.
Please send your hints and tips to Carole Horwitz at crh5y@virginia.edu so
they may be included in the next issue of IS Exchange. If your tips are published,
we will send you a thank you gift for helping out your fellow users of the Integrated
System.
BACK TO TOP
Questions and Answers From Users
We encourage you to send questions,
or answers to questions you have
heard, to be included in future
issues of IS Exchange. Please
send them to Carole Horwitz at
crh5y@virginia.edu. If your questions
or answers are published, we will
send you a thank you gift for
helping
out
your fellow users of the Integrated
System.
|
