| ISDS
Usability Task Force Activities
Contents
FUSS (Finance Usability and System
Solutions)
Mission:To promote the effective use of the Integrated System financial applications
with the University's School and Department
Business Models and enhance user confidence
through improved education, communication,
reporting, processes, policies, and procedures.
- Focus on Reports Presentations
- Initiatives
- Spring 2006
- A new report tab “Revenue Project
Managers” is currently being
developed for the GL_Revenue Project
Relationships
report that will list Revenue Projects
and their managers.
- Fall 2005
- Updated the Processing Funds web
page to include:
- Interactive main page, where
you can click on any of the bars
or symbols
to
drill down to additional information.
- Updated individual fund type
procedure flows that document who
does what,
when, with a new “How do I?” column
that is filled in only if the end-user
has an action item.
- Hyper links to the actual navigation/form/procedure
required to complete the “How do
I?” action.
- Listing of reports required
to manage accounts, verify, and/or
troubleshoot,
along with corresponding hyper
links to a Focus on Report session
that explains
the report.
- Completed work on Award
and Cash Management class and
Cost Transfer sessions.
- Summer 2005
- Reconstructing the Processing Funds
to clearly present, for each type of
money that comes in, who does what,
when, and
how.
- An Award and Cash Management class,
in conjunction with the Processing
Funds web
site, to help explain how to manage
cash accounts effectively.
- Cost Transfer class to explain what
is valid, common errors, how to,
etc.
- Winter 2005
- Fall 2004
- Improving the speed of running
FM reports for single projects
or awards
- Dropping prior year F&A
labor encumbrances from
the Expenditure Detail reports
(this would affect sponsored
programs,
i.e.
awards that begin with
G)
- Beginning to develop a
class on awards and
cash management.
- Spring 2004
- Reconciliation Course
- Period LOVs in Discoverer in
descending order
- Period Names in Discoverer sort
in date order
BACK
TO TOP
PI Usability
Task Force
- Spring 2006: The
issues that
affect
PI accurate reporting were identified by the
PI Usability Task Force (replaced the Grants
Usability Task Force), and have been taken
to Oracle, who is working with
a
multi-university
group, spear-headed by the University of Virginia,
to resolve the major issues. We are cautiously
optimistic that the following issues will be
resolved when encumbrances are generated for
the fiscal year 2006-07 budget period:
- correcting non-12-month encumbrances
- correctly encumbering Graduate Teaching
and Graduate Research Assistant salaries
- generating labor encumbrances that are
consistent with the sponsor’s budget
period
In anticipation of these changes, the PI
Usability Task Force has designed a
series of executive level reports that
provide PIs with more easily understandable
data
to aid in evaluation, analysis, and decision
making. A new Funding Summary report
will roll up budget, actual, and encumbrances
to categories that more closely resemble
the way the PI submits/relates to their
budgets.
A more streamlined PI Expenditure Detail
report will provide detailed expenses,
with references to tie to the PI budget categories.
A prototype of these two reports has
been
developed and is currently being piloted
by the team.
- Original Grants Usability Task Force initiatives
on new and modified reports
- Fall 2004
- FM_Expenditure Detail by Award
This report shows award managers,
or those
responsible for award oversight,
all expense
and encumbrance
transactions
at the PTAEO level for all awards
owned
by
a specified
organization
and period.
It contains all the same data
as its project
counterpart,
the FM_Expenditure
Detail by Project
report.
- FM_Award
BBA by
Expenditure Type
This
report shows
award managers,
or those
responsible for
award oversight,
the relationship
of award
budget to
actual and
encumbered expenses,
and calculates
a Budget Balance Available (BBA) for all awards owned
by a
specified organization
and period. It contains all the same data as its
project
counterpart, the
FM_Project BBA
by Expenditure
Type report.
- Summer 2004
- 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.
- Winter 2003
- To date the task force has created
five Discoverer
reports specifically for principal
investigators
and other grants administrators.
HR/Payroll
Usability Task Force
- New and modified reports
- Summer 2005
- LD_Labor Schedules: Adding Org default
and Suspense Account activity to
the current individual schedules in
the report.
- LD_Labor Suspense errors: Former
standard report will be a new Discoverer
report.
- LD_Pay & Distribution Adjustment
History: Adding a new tab - “by
employee-owning org.”
- Winter 2004
- End-dated employees and terminated
labor schedules dropped from the LD_Labor
Schedules
report
- New report: HR_Employee by Supervisor
and Organization
- Job Type and Salaried Hire Date columns
added to HR_Emp_Assign_Hist Noetix
view to aid
user-defined queries for analysis
- Copy Bank and Tax information made
simpler
- Fall 2004
- FM_Personnel Costs by Fiscal
Year
This is a cross tab (or pivot table)
report which lists personnel costs by
project,
task, award, expenditure type
and employee for each period in a specified
project
or award carrying out organization
and fiscal year.
- Initiatives
- Summer 2005
- Payroll Reconciliation sub-task
force of HR/Payroll Usability Task
Force is developing
a new Payroll Reconciliation report
: Allows
user
to see what hours and pay
elements
were
entered,
which
were paid
(after leave reversion), and at what
rate. When used in conjunction with
the new tab
on the LD Pay & Distribution Adjustment
History report (see above under HR/Payroll
Usability Group initiatives), allows
user to see full picture from what
hours were
entered to how pay was distributed.
- Fall 2004
- Explore dropping assignments that
have end-dated from Labor Schedule
reports.
- Added supervisor names to employee
label information view.
LSP Usability
Task Force
- Winter 2003: 11i
workstation sizing and any necessary desktop
upgrade (j-initiator,
Discoverer, etc) requirements.
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