MEETING HAS BEEN CANCELLED – User Group Meeting on March 15th

The User Group meeting scheduled for today has been cancelled due to weather.

 

Please join us for this month’s UR Financials User Group meeting. This group has been created to inform, discuss, and share UR Financials best practice with one another for continued learning and support.

Meeting date/time: March 15th from 1:30 – 2:30 PM. Sign-up to participate in person, or remotely.

Locations: 

  • In-person participation Medical Center:  room 2-7544, (view the second floor CEL Department Map)
  • Remote participation. Zoom participants click here, enter your name and e-mail if prompted. (no password required)

Conference call information: Dial in: 1-888-330-3581Access Code: 6534022

Meeting agenda is posted below:

  • UR Financials Announcements
  • Workday 28 New Features
  • The Life of a Project FAO
  • Upcoming Events

Presentation materials will be accessible through this link.

Join Us – User Group Meeting on January 18th

Please join us for this month’s UR Financials User Group meeting.
This group has been created to inform, discuss, and share UR Financials best practice with one another for continued learning and support.

Meeting date/time:
January 18th
from 1:30 – 2:30 PM. Sign-up to participate in person, or remotely.

Locations: 

  • In-person participation
    Medical Center:  room 2-7534
    , (view the second floor CEL Department Map)
  • Remote participation.
    Zoom participants click here
    , enter your name and e-mail if prompted.
    (no password required)

Conference call information:
Dial in: 1-888-330-3581Access Code: 6534022

Meeting agenda is posted below:

  • UR Financials Announcements
  • Cognos Reporting Update
  • UR Financials/Workday 28 Upgrade
  • Upcoming Events

Presentation materials will be accessible through this link.

Sign Up for January’s User Group Meeting

Please join us for this month’s UR Financials User Group meeting.
This group has been created to inform, discuss, and share UR Financials best practice with one another for continued learning and support.

Meeting date/time:
January 18th
from 1:30 – 2:30 PM. Sign-up to participate in person, or remotely.

Locations: 

Conference call information:
Dial in: 1-888-330-3581Access Code: 6534022

Meeting agenda is posted below:

  • UR Financials Announcements
  • Cognos Reporting Update
  • UR Financials/Workday 28 Upgrade
  • Upcoming Events

User Group slides will be posted just prior to meeting.

Join Us – User Group Meeting on November 16th

Please join us for this month’s UR Financials User Group meeting.
This group has been created to inform, discuss, and share UR Financials practice with one another for continued learning and support.

Meeting date/time:
November 16th
from 1:30 – 2:30 PM. Sign-up to participate in person, or remotely.

Locations:

  • In-person participation
    Medical Center:  room 2-7520
    , (view the second floor CEL Department Map)
  • Remote participation
    Zoom participants click here
    , enter your name and e-mail if prompted.
    (no password required)

Conference call information:
Dial in: 1-888-330-3581Access Code: 6534022

Meeting agenda is posted below:

  • UR Financials Announcements
  • Budget and Forecasting Update
  • Cognos Reporting Update
  • Sponsored Award Billing and Collection Efforts
  • Upcoming Events

Presentation materials have been posted on the Resource, User Group page.

Sign Up for November’s User Group Meeting

Please join us for this month’s UR Financials User Group meeting.
This group has been created to inform, discuss, and share UR Financials practice with one another for continued learning and support.

Meeting date/time:
November 16th
from 1:30 – 2:30 PM. Sign-up to participate in person, or remotely.

Locations: 

Conference call information:
Dial in: 1-888-330-3581Access Code: 6534022

Meeting agenda is posted below:

  • UR Financials Announcements
  • Budget and Forecasting Update
  • Cognos Reporting Update
  • Grants Billing Process
  • Upcoming Events

User Group slides will be posted just prior to meeting.

Sign Up for September’s User Group Meeting

Please join us for this month’s UR Financials User Group meeting.
This group has been created to inform, discuss, and share UR Financials practice with one another for continued learning and support.

Meeting date/time:
September 21st
from 1:30 – 2:30 PM. Sign-up to participate in person, or remotely.

Locations: 

  • In-person participation
    Medical Center:  room 2-7544
    , (view the second floor CEL Department Map)
  • Remote participation.
    WebEx 
    participants click here, and enter your name and e-mail if prompted.
    Meeting password is: Workday25

Conference call information:
Dial in: 1-888-330-3581Access Code: 6534022

Meeting agenda is posted below:

  • UR Financials Announcements
  • Workday 27 Upgrade
  • May User Group Meeting Response
  • Accounts Payable Update
  • Resurrecting Financial Data Warehouse
  • Budget and Forecasting Update
  • Upcoming Events

Presentation materials have been posted on the Resource, User Group page.

Join Us – User Group Meeting on September 21st

Please join us for this month’s UR Financials User Group meeting.
This group has been created to inform, discuss, and share UR Financials practice with one another for continued learning and support.

Meeting date/time:
September 21st
from 1:30 – 2:30 PM. Sign-up to participate in person, or remotely.

Locations: 

  • In-person participation
    Medical Center:  room 2-7544
    , (view the second floor CEL Department Map)
  • Remote participation.
    WebEx 
    participants click here, and enter your name and e-mail if prompted.
    Meeting password is: Workday25

Conference call information:
Dial in: 1-888-330-3581Access Code: 6534022

Meeting agenda is posted below:

  • UR Financials Announcements
  • Workday 27 Upgrade
  • May User Group Meeting Response
  • Accounts Payable Update
  • Resurrecting Financial Data Warehouse
  • Budget and Forecasting Update
  • Upcoming Events

UR Financials Successfully Upgraded – Minimal Changes to User Interface

The UR Financials system upgrade completed successfully this past weekend with very few impacts to the user interface. Read further for more details.

  1. UPDATED Terminology change – Budget is now Plan: The system implemented a terminology change; “Plan” now refers to “Budget” in some areas within the system.  This impacts the following reports where Budget Structure (label) has been changed to Plan Structure (label) within the report filter criteria:
    1. Award Budgetary Balance Summary (NCL) URF0840 report
    2. Award Budgetary Balance Summary Printable (NCL) URF0987,
    3. Award Budgetary Balance Summary Printable URF0986
    4. Award Budgetary Balance Summary URF0331
      All QRCs will have been updated to reflect this change.
      An  alias that links these terms has been implemented. Therefore, when searching for “Budget”, appropriate “Plan” and “Budget” results will return.  Remember:  Using the established report unique identifier, such as URF0987 and/or full report name, will continue to provide best results when searching for reports.
      **This change does not affect the Create Budget Amendment task used by Company Level users with the Accountant role.
  2. Loading Screen: Users now see a Workday home page loading screen immediately after entering user log in credentials. This briefly appears prior to viewing the UR Financials Home page.splash
  3. Rich Text Editor Toolbar: Comment, or reply fields within the UR Financials system now allows rich text editing. Select the Format Text button to view the formatting window with a toolbar.
    format text
    format toolbar
  4. Guided Tour for Errors: If errors are encountered while using UR Financials, the system shows a streamlined error indicator. This location of the indicator has not changed, but no longer lists errors. Users will see only an error indicator showing Errors: quantifier. Users may also notice a tooltip appears when hovering over the quantifier.
    error indicator

    1. When selected, the indicator will collapse, small error indicator as not to impede viewing of information on screen.
    2. Select the indicator to be transported to the error location with a provided description. If multiple errors are present, the description window can cycle through all errors found, automatically relocating itself adjacent to each error.
      example of error indicator
  5. Accessibility Update: The user interface now offers more compatibility with assistive technologies.
    • Input Prompts – Input Prompts, such as single value selection, multiple value selection, and dropdown selection, now have enhanced keyboard navigation and screen reader support.
    • Checkboxes and Radio ButtonsCheckboxes and radio buttons are more accessible through enhanced keyboard navigation and screen reader support.
    • Page Navigation (Headers and Regions) – The system contains updated headers and regions on all pages to work with screen readers in order to assist users with navigation throughout Workday.
    • Multi-view Containers – The multi-view container, as seen in the system’s Inbox, has enhanced keyboard navigation and screen reader support.
    • Error Guided Tours – Error Guided Tours have enhanced keyboard navigation and screen reader support.
  6. UR Financials Announcements: Minor enhancements have been made to announcements within UR Financials.
    • The announcement image (i.e. green circle) has been brought back at first viewing and after selecting the announcement card.
    • The selected announcement shows a new layout that is no longer stacked, but rotates side by side.
    • External links, Custom Report links and Video links may now be included in any announcement.
      announ1announ2

NOTE: Microsoft’s Retirement of IE9/10 and UR Financials:  Internet Explorer version 9/10 will not be supported by Workday as noted at the bottom of the UR Financials Login page. For web browser upgrades and support, contact:
Help Desk: UnivIT: (585) 275-2000 or email: UnivITHelp@ur.rochester.edu
URMC: (585) 275-3200 or email: HelpDesk_ISD@urmc.rochester.edu

For questions on these changes, please email the UR Financials team.

Sign Up for May’s User Group Meeting

Sign up for this month’s UR Financials User Group meeting.
May’s meeting will begin with announcements, followed by a Reporting Strategy discussion.  

This will be the last User Group session before going on hiatus for the Summer. Sessions will resume Fall 2016.

Meeting date/time:
May 18th
from 1:30 – 2:30 PM.
Sign-up to participate in person, or remotely.

Locations: 

  • In-person participation
    Medical Center:  room 2-7520
    , (view the second floor CEL Department Map)
  • Remote participation.
    WebEx 
    participants click here and enter your name and e-mail if prompted.
    Meeting password is: Workday25

Conference call information:
Dial in: 1-888-330-3581Access Code: 6534022

Presentation materials have been posted on the Resource>User Group page.

Join Us – User Group Meeting on May 18th

Please join us for this month’s UR Financials User Group meeting.
This group has been created to inform, discuss, and share UR Financials practice with one another for continued learning and support.

Meeting date/time:
May 18th
from 1:30 – 2:30 PM.
Sign-up to participate in person, or remotely.

Locations: 

  • In-person participation
    Medical Center:  room 2-7520
    , (view the second floor CEL Department Map)
  • Remote participation.
    WebEx 
    participants click here, and enter your name and e-mail if prompted.
    Meeting password is: Workday25

Conference call information:
Dial in: 1-888-330-3581Access Code: 6534022

Meeting agenda is posted below:

  • Project Announcement
  • Reporting Strategy
  • Upcoming Events

Presentation materials will be accessible through this link.

Sign Up for April’s User Group Meeting

Sign up for this month’s UR Financials User Group meeting.
April’s meeting will begin with announcements, followed by Account Payable Process Updates.  The meeting will wrap up with a reporting discussion with Rebecca Hart on Trending and Analysis.

Meeting date/time:
April 20th
from 1:30 – 2:30 PM.
Sign-up to participate in person, or remotely.

Locations: 

  • In-person participation
    Medical Center:  room 2-7520
    , (view the second floor CEL Department Map)
  • Remote participation.
    WebEx 
    participants click here, and enter your name and e-mail if prompted.
    Meeting password is: Workday25

Conference call information:
Dial in: 1-888-330-3581Access Code: 6534022

Presentation materials have been posted on the Resource>User Group page.

Join Us – User Group Meeting on April 20th

Please join us for this month’s UR Financials User Group meeting.
This group has been created to inform, discuss, and share UR Financials practice with one another for continued learning and support.

Meeting date/time:
April 20th
from 1:30 – 2:30 PM.
Sign-up to participate in person, or remotely.

Locations: 

  • In-person participation
    Medical Center:  room 2-7520
    , (view the second floor CEL Department Map)
  • Remote participation.
    WebEx 
    participants click here, and enter your name and e-mail if prompted.
    Meeting password is: Workday25

Conference call information:
Dial in: 1-888-330-3581Access Code: 6534022

Meeting agenda is posted below:

  • Project Announcement
  • More on Accounts Payable Improvement Processes
  • Report Demonstration with Rebecca Hart (Part 3 of 3)
    – Trends and Analysis
  • Upcoming Events

Presentation materials will be accessible through this link.