Can’t Log in? – Certification for UR Financials Requirements

Need access to the new financial system, or think you should?  Remember, training certification includes taking and passing both the Introduction to UR Financials eLearning AND the Non Company Level Reporting class for non company level users.

Certification to access UR Financials for non-company level users requires the following items to be completed:

  1. Has a current COGNOS account, or Workday Access Form submitted
  2. Taken training and passed all necessary training assessments in BlackboardThis includes the Introduction to UR Financials eLearning AND the Non Company Level Reporting class tests for non company level users.
  3. Submitted an approved COGNOS Security Verification Report

To check your grades in Blackboard for UR Financials Certification, follow these quick instructions.

Preparing For Go Live: How to Check Your Grades in Blackboard

It’s important to be aware of your grades for any UR Financials course in Blackboard.  Grades of an 80% or higher are necessary to fulfill training prerequisites and certification for the UR Financials system which goes live on Monday, January 5th.

How to Check your Grades in Blackboard:

  1. Inside the Blackboard system, in the upper right corner of your screen, select the dropdown arrow next to your name
    grade check3
  2. Then chose the Grade icon on the left navigation of the dropdown menu.
    grade icon
    This will take you to the My Grades page detailing all your grades in Blackboard.  Here is where you will find your UR Financials course grades as well.

If you received an 80% or higher on your assessments, congratulations – you have passed!  If you have not passed, and used all your attempts, please Contact Us.

Happy Holidays!

 

Preparing for Go Live: Sign Up for Training

To prepare for accessing your financial transactions using UR Financials, don’t forget to sign up for the UR Financials Non Company Level Reporting class.  Seating is limited to one registration per person with either a half-day, or full-day session option.

NOTE: If you don’t have a COGNOS account currently, you will need to request access to UR Financials before you take any training, or assessments.

Below are the prerequisites for class:

  1. Having a current COGNOS account, or completing the UR Financials Workday Access form
  2. Completing the Introduction to UR Financials eLearning course
  3. Passing the required Introduction to UR Financials Assessment with a grade of 80% is required prior to registering for this class
  4. Submitting your approved COGNOS Security Verification report with appropriate signatures to your Divisional Finance lead.  Details can be found on the UR Financials Access page

Remember, these are mandatory prerequisites and need to be completed before taking class.  We hope you enjoy class.

Post Go Live Support: Report and Tools Workshops Available

For several months, training has been offered to prepare you for the transition to our new financial system and we continue to offer training such as; UR Financials eLearning, Forms video training and instructor led reporting classes with training materials included.

To further enhance your learning experience after you have experience on UR Financials (Workday), we are offering two types of workshops post go live, January 5th. These include Reporting Workshops and Tools Workshops.

If you feel you need more hands on support after you explore your financial data in the production environment and practice the recommended self support suggestions, sign up for one of these sessions.  Choose the workshop that meets your needs.

Excel Class Sign Up

This two (2) hour Excel for UR Financials class is offered to supplement your UR Financials Reporting skills. Please review the course outline to determine if this class is appropriate for you. If so, you must complete all the prerequisites before taking the class.  Please visit the Sign Up page for complete details.

Seating is limited with ONLY be 250 seats offered for this class. When registering, ONLY take one seat per person as it’s first come first serve.

NOTE: A 48 hour cancelation policy is in place. If you cancel last minute, or do not show, you are taking a seat from another.

Announcements on Forms, Training and Conversions

To help you prepare for the UR Financials system going live on January 5th, we have posted these articles on the following topics:

Please cascade this information to interested parties and keep posted to this site as we announce more guidance and support for this transition.

Please Register (and Attend) UR Financials Training Classes

The UR Financials (Workday) application will be going live and available to trained users on January 5, 2015.   There are approximately 950 users that need to attend a report training class in order to be able to run financial reports.  The list of individuals to be trained is posted on the Training Page.   If you are one of the individuals that need to attend training, please Sign Up for one of the 50 class events as soon as possible.  There are a limited number of seats available per class and in total.  Once registered, please attend the class.  Attendance is mandatory for individuals to gain access to the production environment.

Note: eLearning Class Prerequisite Reminder
If you have not taken the eLearning course (and certification) “Introduction to UR Financials”, please do so.  As a reminder, you must take this course and pass the certification before attending any instructor led class. 

If you have questions, please use the Contact Us.

December UR Financials Classes to be held at Rochester Tech Park

Rochester Tech Park Training Center will be now available for UR Financials classes starting in December.  All Non-Company Level Reporting classes delivered in December through February will be held at this new training location in Gates.

Rochester Tech Park Training Center Address:  779-903 Elmgrove Rd, Bldg.1, Rochester Tech Park, Rochester, NY 14624

Parking is free and onsite with directions provided here.

For those that signed up for Non-Company Level Reporting classes to be delivered in December, please update your calendars to reflect this change.

If an Outlook invitation was sent to you for your specialized class, please follow the location details listed there.

We hope you enjoy your class.

 

Non-Company Level Report Training – November seating available

There are a few seats available for the Non-Company Level Reporting class in November.  Sign-Up now if you have completed all of the required Prerequisites!

Prerequisites:

  1. Currently have COGNOS access, or completed a COGNOS/Workday request form at http://www.rochester.edu/its/acs/dw_cognos_access_form.html
  2. Completing the 45 minute Introduction to UR Financials eLearning course in Blackboard.  Details on how to locate eLearning are found on UR Financials
  3. Passing the required Introduction to UR Financials assessment (test) with a grade of 80% or higher. Details on how to locate the assessment are found on UR Financials
  4. Submitting your approved COGNOS Security Verification report with appropriate signatures to your Divisional Finance lead.  Details can be found on UR Financials

Recent Change:  Please know that November classes ONLY will be at 315 Science Parkway with FREE/Onsite Parking.  No shuttle service will be needed, or provided.

Take the UR Financials Survey Before it’s Closed

Thank you to all that have taken the project survey opened on October 16th. As a reminder, there is only one week left before the survey is closed.  Your feedback is important.

Our first survey was distributed in April and we received positive and encouraging feedback. Your responses will allow us to continue to tailor project activities to your needs.

Please click here to take the anonymous survey by October 31st, 2014. 

Side note: we have had technical difficulties with releasing the survey for last week’s Demo Days.  We appreciate your patience as we resolve this and post accordingly.

More Date Added for Non-Company Level Reporting class

The remaining class offerings have been added to the Non-Company Level Reporting class for the months of January and February, 2015. Sign Up now for a session that is right for you.  Once on the signup page you will need to scroll down towards the bottom of the page to see the additional dates offered. Remember to update your personal calendars with the date and time you have selected.

To determine if you have selected the right session for your needs in the new system – either Basics or Basics+ Advanced reporting, refer to the Non-Company Level Reporting course outline.  As a suggestion, if you run monthly ledger reports in COGNOS for only a few FRS accounts, we recommend that you take only the Basic section.   If you support a department or multiple departments and perform detailed financial analysis, we recommend that you take the Advanced class which includes the Basic section.

Finally, please notice the new location for the December through February, 2015 classes: Rochester Technology Park Building 1, Elmgrove Road, Rochester, NY with free parking onsite.

 Tech Park Build1

Registration for Non-Company Level Reporting class – More seats to come

We have had tremendous response for the Non-Company Level Reporting class registration. Soon you will see adjustments in seating for current offerings of the Non-Company Level Reporting class Basics sessions and Advanced sessions.  Also more sessions will be offered in the January/February timeframe with another announcement coming soon.

As a reminder, please ensure you have selected the right session either Basics or Basics+ Advanced for your needs in the new system.  Refer to the Non-Company Level Reporting course outline to determine this.  As a suggestion, if you run monthly ledger reports in COGNOS for only a few FRS accounts, we recommend that you take only the Basic section.   If you support a department or multiple departments and perform detailed financial analysis, we recommend that you take the Advanced class which includes the Basic section.

Note:  Individuals on the User Training List who are assigned to the  Non-Company Level Report training in January with these dates below should not sign up for sessions using SigUpGenius website.

1/6/15 OR
1/7/15 OR
1/8/15 OR
1/12/15 OR
1/13/15 OR

These users will be invited via Microsoft Outlook invitation from UR Financials email mailbox directly.  If you are one of these users and have registered using SigUpGenius website, please cancel your registration in SignupGenius in December you will receive an Outlook invite for your January class.

Sign Up for Demo Days Today

As part of the UR Financials project effort, monthly Demo Days events are held to introduce UR Financials (Workday) and demonstrate its functionality as our new financial system.

Please join us for the October 22/23/24 installation focusing on Forms with a Project and Training Registration and Assessment update. Please review the presentation materials prior to the session.

We have heard your positive feedback and are pleased to be offering three identical sessions to make it easier to attend.

Wednesday 10/22 Alumni and Advancement Center Seminar Room 101

NOTE: Time is different than last month.  Meeting time is from 1:00 – 2:00 PM

For those partaking in this meeting via WebEx, please Click Hereand enter your name and e-mail if prompted. The meeting password is: workday

Conference call info is included below:
Dial in: 1-888-330-3581Access Code: 6534022

Thursday 10/23: River Campus, Gleason 318/418, 3 – 4 PM
Friday 10/24: Medical Center, Helen Wood Hall, 1W304 Auditorium, 3 – 4 PM

There are still open seats left! Please access this website to sign up for an option of your choice.

Registration Open for UR Financials Non-Company Level Reporting class

You have taken the Introduction to UR Financials eLearning course and passed the required associated assessment. Now it’s time to register for the Non-Company Level Reporting instructor-led training class.

Prerequisites:
Completing the Introduction to UR Financials eLearning course and a passing the required associated assessment with a grade of 80% is required prior to registering for this class.

When you are ready to register you will notice two offerings of the Non-Company Level Reporting class; a basic and advance session.  To determine the registration option that is best for you, please review the Non-Company Level Reporting course outline.

Sign-up:
There are several offerings, but you need only attend one, so Sign-Up for an class option that is most convenient for you.

Location:
Classes will be conducted at 315 Science Parkway, Building C for November classes only. This location no longer uses shuttle service due to the transition to their new facility next month.  Parking is now free and onsite at this location. Classes from December to February will be held at Rochester Tech Park.

Class times: (Don’t forget to add this to your calendar after registering of class)

Non-Company Level Reporting Basics Non-Company Level Reporting Advanced
Start time 8:30 AM 8:30AM
End Time 12:00 noon 4:00PM*

*Lunch will be provided for the Advanced Non-Company Level Reporting class only

Stay tuned for more information to come on classes and as always, Contact Us with any questions you may have.

Take the UR Financials Survey!

The UR Financials implementation is progressing towards its final phases.  As many of you are aware, this system will replace FRS, our aging legacy financial system, by January, 2015. 

 

Once again we solicit your feedback in an effort to ensure necessary levels of preparedness. Your continued response allows us to tailor project activities to your needs.  

UR Financials Survey

Please take five minutes to answer the anonymous survey through the link above. The survey will be available until October 31, 2014 .