Resources

1) There are many reports other than Financial Reports in Infoporte. This session will have a brief survey of the non-finance reporting areas in Infoporte and what you can do with them. 2) Are you getting a Recharge out of Infoporte? An overview of defining, selling, and reporting in Infoporte Cores, and how we make it easy for you to place an order that will feed into the Peoplesoft/ConnectCarolina system. To just view the slides from this presentation, click here.

In this presentation, attendees will receive tools and ideas used by the Vice Chancellor for Research’s Research Administration Service Center to provide customers with accurate and understandable reports from raw data exported from UNC Finance Systems (InfoPorte). These tools should provide (1) an increase in transparency by allowing Researchers to make informed financial decisions, (2) a reduction in reporting errors by eliminating and/or reducing manual entry and, (3) a reduction in the time taken to generate reports by increasing automation through the use of formulas. To just view the slides from this presentation, click here.

This session will cover the path that transactions such as campus vouchers, campus/GL journals, budget journals, and purchase requisitions take through the ConnectCarolina system. Understanding the steps that move a transaction from started to completed helps you understand when the transaction shows up in InfoPorte, how and when charges update your budget, and when they are posted to the General Ledger. This session is useful if you’re new to ConnectCarolina and also if you’d like to understand the paths transactions take considering the recent changes to the system. To just view the slides from this presentation, click here.

This session will define RNF, discuss the implications when using RNF, as well as how to process RNF through ePars. Recommended audience: anyone who processes ePar transactions for Postdocs/Clinical Fellows (Hire/Edit Existing Job/Fund Swap); PAAT users who want to understand more about RNF (session will not address PAAT transactions specifically). To just view the slides from this presentation, click here.

Confused about Cash Advances – When you can use one? How to submit one? Why was my journal denied? Come learn about the Cash Advance policy, procedure, and what you need to get your reconciling journal entry approved the first time you submit it. To just view the slides from this presentation, click here.

Campus billing areas, like Student Stores, EHS, Friday Center and the Carolina Inn, use the Customer Billing Management (CBM) system to charge campus customers, and the campus financial staff use CBM to review those charges. Come to this session to ask a panel questions about CBM, Bill Presentation, or about billing processes to include enhancement recommendations or how-to questions. Representatives from ITS-Enterprise Applications and Finance & Operation Service Center of Excellence are participating. To just view the slides from this presentation, click here.

This session will cover a wide range of topics to help Student Originators manage the life cycle of student employees. We will cover Position Management, Pre-hire and Hiring process, Job Changes, Short Work Breaks, Managing Expected End Dates/Terminations as well as some helpful pro tips to making these HR processes run smoothly. To view the live recording of this presentation, click here.

The GradStar session will cover an introduction to the system, the latest updates and enhancements, and how GradStar awards affect a student’s financial aid. To view the live recording of this presentation, click here.

1) There are many reports other than Financial Reports in Infoporte. This session will have a brief survey of the non-finance reporting areas in Infoporte and what you can do with them. 2) Are you getting a Recharge out of Infoporte? An overview of defining, selling, and reporting in Infoporte Cores, and how we make it easy for you to place an order that will feed into the Peoplesoft/ConnectCarolina system. To view the live recording of this presentation, click here.

The Office of Institutional Research and Assessment (OIRA), the Center for Faculty Excellence (CFE), and Information Technology Services (ITS) have collaborated on the development of information-driven resources in an effort to improve the quality of instruction and inclusiveness in the classroom. Using SAS Visual Analytics, IR has created an interactive dashboard for course instructors to access longitudinal information on student demographics and grade distributions for all courses they have taught since 2010. The institutional goals of this resource are to 1) increase faculty awareness about student diversity; 2) provide instructors with information they can use to improve student learning; and 3) to encourage a systematic approach to improving teaching and learning. In this presentation we will discuss the roles of IR, CFE, and ITS on the project, piloting and provisioning the dashboard, and what is coming next for this partnership. To view the live recording of this presentation, click here.