UR Financials Upgraded

This past weekend, the UR Financials system successfully underwent a scheduled upgrade.  Changes made will not impact end uses.

Workday 31 View Award page has a new award user interface. You’ll see a new, tabular view and all the essential award information will always be available at the award header. If you have questions regarding the location of specific award information, please contact either your Grant Accountant or Senior Grant Accountant in the Office of Research Accounting & Costing Standards.

If you have questions please email UnivITHelp@rochester.edu

UR Financials Gets an Upgrade

Twice a year, UR Financials has a scheduled upgrade, the next occurring on Saturday, September 8. It is expected that this edition will have no end user impacts.

Workday 31 will deliver a new award user interface to the View Award page on September 8, 2018. You’ll see a new, tabular view and all the essential award information will always be available on the award header.  More details to follow.

If you have questions please email UnivITHelp@rochester.edu

UR Financials Assistance Update

The UR Financials email address/mailbox (urfinancials@UR.Rochester.edu) has been decommissioned. Emails sent to urfinancials@UR.Rochester.edu can no longer be responded to. For any questions or concerns with UR Financials, please begin to follow the updated guidelines below.

If you experience an issue not addressed in the self-help materials or after consultation with a project champion, please call your Help Desk for assistance:

IT Help Desk
(585) 275-2000

Medical Center (ISD) Help Desk
(585) 275-3200

A member of the Project Team will contact you regarding your question or concern once a ticket has been opened.

Workday 28 Release

Twice a year, UR Financials has a scheduled upgrade, the next occurring on Saturday, March 11, 2017. This edition does not have any significant end user impacts, however there will be a few new features that we want to bring to your attention:

  • A new Toggle Full Screen Viewing Mode graphical button  has been added to most reports and other grids throughout the application. The button is located above the column headings with the export and filter buttons. The new mode makes better use of screen real estate by showing more rows.

With Full Screen Viewing Mode activated, the grid now consumes the entire browser frame. To exit Full Screen View Mode, click the button again. This will shrink the grid to its usual size, restoring access to the report header, global search, and navigation.

  • The Related Actions button in header areas has been replaced with a button labeled “Actions”. The new button is most prominently seen in the blue page header area.

In other areas, the Related Actions button is still displayed as a graphical button with three dots  that is shown when hovering over an actionable item.

If you have any questions related to the upgrade, please contact the University IT help desk at x52000. Thanks

FRS Retired Today August 10th

Our legacy Financial Records System (FRS) has been officially retired and taken offline as of today, August 10th, 2016.  It was held available for users in parallel to the UR Financials system so previous records could be retrieved directly from FRS.

For financial information prior to January 1st, 2015, please use your COGNOS account to run historical financial reports.  If access to COGNOS is needed, please complete the Cognos Access Form and follow submission instructions found on the form.

Questions, please send an email to the UR Financials Support Team.

UR Financials to Modify Its Look Today, March 14th

UR Financials will undergo some cosmetic and functional changes to the Home page, Reporting and Announcements. Changes are listed below in detail.

Home Page

UR Financials can now be branded with University of Rochester imagery. Below details how the home page will be customized in three different ways:

banner1.       The top center of the Home page will no longer show the Workday image, but will now show the University of Rochester logo.

2.       Below the UR logo, University images will appear that will periodically change. UR Financials Announcements will also appear in this area.

3.       The Home Button previously to the left of the Search bar will show the Workday “W” logo and performs the same function.

Reports

Grid (column) personalization will now be an option on most reports. This feature provides users the ability to visually modify columns shown in report results. Note: All columns will be visible in a grid by default.
Changing columns will not impact data as this is just a visual change and only seen by the user.

before grid

The Show/Hide Columns icon is located in the upper right of the report result grid.

1.       Select the icon to view a drop-down list of all report column titles.

grid

2.       Check only the columns desired to appear on the report.

3.       Select the Done button to save and see changes made. A quick message will appear stating “Changes have been saved” under the U of R logo.  These changes will persist and show the next time the report is run.

Tip: The icon turns light blue when selections have been made

4.       Return to the Show/Hide Columns icon (now blue) to make further changes

after grid

Note: This feature is not available on all reports

Announcements

Announcements will become more interactive and will now be able to link to items such as; reports, external links and tasks. After March 14th, when viewing announcements in the UR Financials system, select the announcement for further viewing of information or possible links.

Additional Changes for March 14th

Read more about changes to the FAO attribute location
Read more on new layout options for Awards (Grant Analysts)

If you have questions please email URFinancials@UR.Rochester.edu.

 

Alert: UR Financials Intermittent Sign On Issues Experienced in all Browsers

ALERT:  The UR Financials system is experiencing sporadic log on issues with all browsers at this time (Thursday, 3/10/16 3:12 PM EST).  This may prevent users from accessing the system. 

This issue is being diagnosed for resolution.  The UR Financials web site will be updated once the issue has been resolved.

Tip: If successfully logged in, the recommendation is to remain in the system to maintain connectivity. 

FAO Attributes Found in New Location on March 14th

Due to the UR Financials Upgrade on March 14th, the FAO attribute location will change.  When viewing FAO attributes (Including Grants), the related worktags will now appear differently within the UR Financials system.

For example, within the View Grant screen, the related worktags are no longer seen at the top of the page, but now can be viewed by either selecting the Related Actions button on that Grant, or opening the newly created Related Worktag tab at the bottom of the screen.

FAO location change 1FAO location change 2

Use this View Grant and Award Job Aid for detailed steps on this change.

For non-Grant FAOs, such as Operating Programs, worktags will now appear in the lower half of the screen after searching for the FAO using the UR Financials system search bar.

FAO location change 3

If you have questions please email URFinancials@UR.Rochester.edu.

 

Alert: Intermittent Sign On Issues Experienced in all Browsers

ALERT:  UR Financials is experiencing sporadic log on issues now using any browsers at this time (Monday, 2/29/16 10:30 AM EST) that may prevent users from accessing the system. 

This issue is being diagnosed for resolution.  The UR Financials web site will be updated once the issue has been resolved.

Tip: If successfully logged in, the recommendation is to remain in the system to maintain connectivity. 

Alert: Intermittent Sign On Issues Experienced in UR Financials

ALERT:  UR Financials is experiencing sporadic log on issues at this time (2/26/16 11:02 AM EST) that may prevent users from accessing the system.  This issue is being diagnosed for resolution.  The UR Financials web site will be updated once the issue has been resolved.

Tip: If successfully logged in, the recommendation is to remain in the system to maintain connectivity.