Change to Layout Options for Awards on March 14th

There has been a change to the layout options for the Award Line tab, within the View Award screen. This Award Line enhancement improves user interface performance for awards with many award lines (Grants).

Enhancements contain the following:

  • Validations moved to the “submit” bar function
  • Error messages are actionable and specific
  • Alternate views available; single selection or grid view (see images below)
    o   Improves performance for managing awards with fifty plus award lines

 view award

How to change Award Line tab view

  1. Run the View Award report for an Award and select Award Lines Tab
  2. Select the Single Selection view optionSS icon
  3. Select the Grant to show the Grant details

Single Selection View:

view award 2

Grid View (traditional):

view award 3

If you have questions on these changes, 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. 

Security Audit Forms Due on Monday

The UR Financials Security Audit process is wrapping up.  All applicable documents are due by Monday February 29th, otherwise access will be turned off until received.

Ensure your access remains active by sending in your documents today.

Read more for instruction on how to complete this process.

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

UR Financials Conducts its Annual Security Audit

It’s time for our annual security verification process for all UR Financials users. Over the past year, employees may have transferred, or left the University without updating their security. This initiative is to validate security for accuracy and completeness within the system. This annual security audit is required for all current Workday users.

User accounts needing adjustment will require the completion of a Workday Security (Access) Form  to document changes needed.

All users should complete the steps below with a signed security verification form returned no later than February 29th.

To begin, complete the following steps:

  1. Run the View My Role Assignments report within the UR Financials system.
    view my role
  2. Once this report is run, select the Print button in the lower left corner of the screen to print this Role Audit report. This will automatically print as a PDF type form with approval lines for manager signature.Tip: This PDF report will also be saved to the Workday W: drive and can be retrieved there.
    role audit form
  3. Review the Organization Type, Organization and Roles Name assigned for appropriateness and accuracy.
  4. If security listed is correct, sign and date, then obtain manager approval. Follow instructions listed at bottom of the Role Audit report for submission. Skip to step 6.
  5. If a correction is needed, check the I need to add or remove access” check box on the Role Audit report then, complete a UR Financials Workday Access Form to document changes needed and gain all approvals necessary on that form.

Use this short list of Role definitions list below to determine if you have requested the correct role for access. Linked here is a complete list of roles and definitions.

role types

6.  Send form and/or report to:
UR Financials Security Attn: Traci Slingerland College Town
44 Celebration Drive
Box 278966 

–OR-
Email a scanned copy to URFinancialsSecurityTeam@UR.Rochester.edu

Note: For Role Audit reports with no corrections send the Role Audit report only.  For Role Audit reports that need corrections send both the Role Audit report and UR Financials Security form.

Remember, all users should have signed UR Financials user security verification forms by Monday, February 29th.

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

Sign Up for February’s User Group Meeting

Sign up for this month’s UR Financials User Group meeting.
February’s meeting will begin with announcements, followed a process demonstration on How to Request a Cost Transfer – The Journal Entry Process. Finally, there will be a discussion on the Reconciliation process for Non Grant FAOs.

There are still open seats left! Please sign up for an option of your choice:

Meeting date/time:
February 17th
from 1:30 – 2:30 PM.

Locations: 

  • In-person Participation:
    Medical Center:  2-7534, (view the second-floor CEL Department Map)
  • Remote Participation:
    WebEx 
    participants click hereand enter your name and e-mail if prompted.
    Meeting password is: Workday25 (updated password)

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

Presentation materials will be posted on Resource>User Group page.

Join Us – User Group Meeting on February 17th

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:
February 17th
from 1:30 – 2:30 PM.
Sign-up to participate in person, or remotely.

Locations: 

  • In-person participation
    Medical Center:  2-7534, (view the second floor CEL Department Map)
  • Remote participation.
    WebEx 
    participants click hereand enter your name and e-mail if prompted.
    Meeting password is: Workday25 (new password)

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

Meeting agenda is posted below:

  • Project Announcement and Accomplishments
  • Workday Updates
  • How to Request a Cost Transfer – The Journal Entry Process
  • Report Demonstration with Rebecca Hart (Part 1 of 3)
    – Reconciliations for Non Grant FAOs
  • Upcoming Events

Presentation materials will be accessible through this link.

Updated Authentication Screen for URF Remote Users

The Duo two-factor authentication security screen for remote access has a new look as of Monday, February 1st, 2016.

On Monday, remote UR Financials users will now see the updated screen below.

ur logo

This screen still requires the following information:

  1. Authentication device information selected from the dropdown menu
  2. Method of authentication (Duo Push, Phone call, or Passcode)
  3. Log in

Acceptance of the authentication request remains the same. Read more on this before logging in remotely.

For questions, please contact the IT Help Desk (585) 275-2000, univithelp@rochester.edu

 

Sign Up for January’s User Group Meeting

Sign up for this month’s UR Financials User Group meeting.
January’s meeting will begin with announcements, followed by a demonstration of the recently updated Operating Program Trends Summary (NCL) URF0958 report and an overview of more prompting options.

There are still open seats left! Please sign up for an option of your choice:

Meeting date/time:
January 20th
from 1:30 – 2:30 PM.

Locations: 

  • In-person participation
    Medical Center:  2-7520, (view the second floor CEL Department Map)
  • Remote participation
    WebEx 
    participants click hereand enter your name and e-mail if prompted.
    Meeting password is: Workday24

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

Presentation materials will be posted on Resource>User Group page.

Join Us – User Group Meeting on January 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:
January 20th
from 1:30 – 2:30 PM.
Sign-up to participate in person, or remotely.

Locations: 

  • In-person participation
    Medical Center:  2-7520, (view the second floor CEL Department Map)
  • Remote participation
    WebEx 
    participants click hereand enter your name and e-mail if prompted.
    Meeting password is: Workday24

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

Meeting agenda is posted below:

  • Project Announcement and Accomplishments
  • Workday Updates
  • Report Demonstrations
    – Operating Program Trends Summary (NCL) URF0958
    – Performance Prompting techniques using a few common reports
  • Upcoming Events

Presentation materials will be accessible through this link.

Sign Up for December’s User Group Meeting

Sign up for this month’s UR Financials User Group meeting.
December’s meeting will begin with announcements, followed by updates on the Workday 25 upgrade along with an updated Training and Support approach.

There are still open seats left! Please sign up for an option of your choice:

Meeting date/time:
December 16th
from 1:30 – 2:30 PM.

Locations: 

  • In-person participation
    College Town (44 Celebration Drive (2nd Floor)):  room 2007a and b, 
    (view the FREE 2-hour College Town Parking area.)  Building entrance adjacent to Constantino’s Market.
  • Remote participation
    WebEx 
    participants click hereand enter your name and e-mail if prompted.
    Meeting password is: Workday24

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

Presentation materials will be posted on Resource>User Group page.

Join Us – User Group Meeting on December 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:
December 16th
from 1:30 – 2:30 PM.
Sign-up to participate in person, or remotely.

Locations: 

  • In-person participation
    College Town (44 Celebration Drive (2nd Floor)):  room 2007a and b, 
    (view the FREE 2-hour College Town Parking area.)
  • Remote participation
    WebEx 
    participants click hereand enter your name and e-mail if prompted.
    Meeting password is: Workday24

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

Meeting agenda is posted below:

  • Project Announcement and Accomplishments
  • Training and Support Update
  • Report Demonstrations
    –View My Role Assignments
    –View My FAO by Cost Center URF0970
    –View FAO by Grant Attributes URF0313
    –Transaction Details Printable (NCL) URF0985 – Scheduled Report
  • Upcoming Events

Presentation materials will be accessible through this link.