Student guide on how to use queries to identify open transactions and steps to take to close “stuck” transactions.
Student guide for the Purchase Requisitions and Receiving class. This document also contains useful information about searching by speedchart.
This guide is used for the class called, Requesting Vendors and Independent Contractors. This guide covers how to: request a new vendor and a new independent contractor request changes to how a vendor or independent contractor is set up work with foreign vendors and wire transfers complete the New Independent Contractor Predetermination Process
A look at who uses CBM and Bill Presentation, an explanation of the process for how payments move into CBM, form field guidelines, and access instructions.
This document shows the process for fixing project or grant-related campus journals with budget errors that route to OSR for approval.
OUTAGE: There will be a ConnectCarolina maintenance outage on Saturday, September 16, beginning at 5:00 a.m. and ending at approximately 12:00 p.m. This affects the Student Administration component of ConnectCarolina and the ePAR hire form for HR/Payroll as well as some services related to Onyen, PID and Guest ID. The Finance component is NOT affected by this outage. During the September 16 outage, the following functions may experience limited and/or no functionality: The following ConnectCarolina applications, including: Student Administration Third Party Proxy Access ePAR hire form TouchNet (students and third party proxies cannot pay bills; applicants cannot pay enrollment deposits) Some Guest ID and Onyen update services PID Create UNC Directory (lookups available, but not updates) UNC Online Applications for admissions (Summer School, Nursing, Part-time Studies, etc.) Friday Center Applications (CPPSReg, PDEPReg, CEU, FCCPS) Questions/Problems: Help Desk: 919-962-HELP or help.unc.edu For the most up-to-date system status, please go to https://status.its.unc.edu/ We appreciate your cooperation. https://ccinfo.unc.edu/files/2017/09/ConnectCarolina-Student-Administration-Maintenance-Outage.pdf
This document shows where the information on the original PI Dashboard is located on the new PI Dashboard in InfoPorte. For more information about the new PI Dashboard, refer to the Working With the PI Dashboard reference card.
Slides for the Financial Reporting with InfoPorte class.
Principal investigators (PIs) will automatically have access to the PI Dashboard in InfoPorte, as long as they are the lead PI for at least one sponsored project. Research administrators can have access to see the same view as the PIs that he or she supports. When you are setting up a research administrator’s access to dashboards, you need to grant access for each PI individually. Follow these steps to grant a research administrator access to a PI’s dashboard:
Webinar demonstrating a basic navigation through the new student admissions tool, Slate.