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Improved reporting performance that makes data available earlier in the workday has been achieved through recent changes to the process of copying data from the ConnectCarolina transactional system to the data warehouse for InfoPorte and SAS reporting. Additional performance upgrades are expected soon. Ensuring that the prior day’s transactions are available on InfoPorte and SAS reports as early during the work day as possible is a major goal of the Enterprise Reporting and Departmental Systems (ERDS) team. Improvement in When Data are Available in InfoPorte and SAS Due to recent process changes, the prior day’s data are now available earlier. The InfoPorte main reports are usually ready before business hours, typically before 7:30am. Secondary reports such as BMS are usually ready around 8:45am. This is primarily due to improvements in how ConnectCarolina financial transactions are loaded into the data warehouse. The ERDS team collaborated on this behind-the-scenes effort, devoting weeks to ensuring that ConnectCarolina data was accurately represented in the data warehouse. A recent upgrade of the SAS environment has helped to stabilize that environment. Additional load-time improvements are anticipated by the end of March for reports created in SAS Visual Analytics. More work is underway to further improve load … Read more
Student Guide for the Person Creation class.
Slides from the Petty Cash Vouchers class.
Hello, You are receiving this email because you have placed an order with Agilent through ConnectCarolina in the past year. Agilent has confirmed that there is an issue that is preventing orders from being placed correctly in any browser except Internet Explorer. They will be implementing a fix for the issue in mid-February, but until then, if you need to order from Agilent, you need to use Internet Explorer only. We will let you know when the issue has been corrected and you’re able to use other browsers again. If you experience any issues using Internet Explorer, contact the Business Systems Help Desk at (919) 962-HELP or at help.unc.edu. Thank you, The ConnectCarolina Team Information | ccinfo.unc.edu Questions | cc_communications@unc.edu Training | connectcarolina_training@unc.edu Subscribe | ConnectCarolina Newsletter Help | help.unc.edu | 962-HELP
ITS has planned maintenance for our SAS Production environment on March 2nd, 2017 from 6am until 8am. SAS VA Reports* will not be available during this time. Should you or anyone in your team encounter any issues with any of these reports after this outage, please contact the Infoporte team by sending an email to infoporte-support@unc.edu or by contacting the ITS Service Desk at 919-962-HELP Option 2. *SAS VA reports are reports that are located under the following tabs in Infoporte: School Reports Financial Reporting OSR Financial Reporting Dept Accounting > Grants > OSR Campus Reports Student Thrive GenEd Dashboard HR Reporting Student Reports
“An inclusive blue begins with you.” The message is front and center on the University Office for Diversity and Inclusion (D&I) home page and, earlier this summer, as part of this larger diversity and inclusiveness initiative, ConnectCarolina added a new page to give students the option to designate preferred pronouns and preferred gender identity (Personal Information tile > Pronouns/Gender Identity). Right now, the information is only available on the Pronoun/Gender Identity page in ConnectCarolina, but in the coming months, you’ll see the preferred pronouns displayed alongside preferred names in other locations. The Office of the University Registrar (OUR) is working with students and campus partners to define other areas where this information will appear. Peoplesoft, the software system that ConnectCarolina is built on, does not offer the Preferred Pronoun/Gender Identity option in the HR/Payroll system for employees, but we continue to advocate for it and will enable it once it’s available. “The use of Preferred Gender/Pronoun is a small step toward inclusion on our campus and it further supports the guiding principles for the Registrar, ITS, Student Affairs and the University. This is the first step in what we hope will be many phases of improved recognition and acknowledgment of … Read more
To: Voucher Preparers, Campus Unit Finance Leads Hello, Over the last few months, we’ve told you that beginning August 1, payments that directly benefit education-related expenses for undergraduate or graduate students will be paid through GradStar. They can no longer be paid through the campus voucher system. Last week, we held a webinar to give you more information about what that looks like as you work with student payments. If you weren’t able to attend the webinar or want to review it for clarification, we’ve included a link to it below, along with some other information you may find useful as you work with student payments. Where you can find more information You may find the following resources useful as you work with student payments: The recording of the Changes to Student Award Payments for Voucher Preparers webinar posted on CCinfo.unc.edu. The slides from the Changes to Student Award Payments for Vouchers Preparers webinar posted on CCinfo.unc.edu. Guidance for Training Awards and GradStar from the Office of Sponsored Research (link will be live on Friday, July 30). Where to get help As Janet Rupert, Director of Accounts Payable and Vendor Services, put it during the webinar “there may be some back and forth at the beginning while we’re … Read more
This webinar covers tools and methods to identify open transactions.
Slides for the Reviewing Open Transactions demo.
Student guide on how to use queries to identify open transactions and steps to take to close “stuck” transactions.
Have you heard that a redesigned PI Dashboard is rolling out in September? Based on feedback and requests from principal investigators across campus, the new dashboard provides a snapshot of grant funding and expenses, including salary projections at both the award level and the project level. The information on the dashboard is pulled directly from ConnectCarolina and RAMSeS
Provides step-by-step instructions for printing an ePAR form.
This document lists the 20 most frequently used category codes.
Displays purchasing workflow for BuyCarolina and non-BuyCarolina purchase requisitions.
This Quick Reference Card provides instructions for viewing the receiving and invoicing activity associated with your Purchase Order using the Activity Summary page in ConnectCarolina.
This Quick Reference Card provides instructions for accessing the PO inquiry page to gain access to details related to your Purchase Orders including how they are structured and their current status.
Student guide for the Purchase Requisitions and Receiving class. This document also contains useful information about searching by speedchart and for submitting invoices using the Vendor Invoice Submission Page (VISP).
Useful inquiries and tips for purchasing and receiving.
If part of your day includes entering purchase requisitions or vouchers, you’re familiar with having to enter a category code for each item you are buying or paying for. The categories help the University track spending and negotiate better pricing, but it was difficult and time-consuming to choose the correct category from a list of 55,000 choices.
Top 10 Tips for Purchasing
These slides accompany the Queries training.
This quick reference guide lists the available queries you can run to find open transactions at month-end and year-end close.
Steps for running a query in ConnectCarolina and the queries currently available to campus.
The Research Administration Service Request (RASR) tool is a workflow tool developed by the Office of Research Information Systems to aid processing units in the receiving and processing of all types of transactions including but not limited to Vouchers, Journals, Travel, and Requisitions. In this presentation/demonstration, attendees would learn (1) how a client could use the RASR tool to submit (and later view) a request to a processing unit, (2) how an administrator would review/approve transactions at a pre-audit level, (3) how a processor would take information from RASR and enter the transaction/request in UNC FInance Systems and, (4) how the system communicates to UNC Finance Systems to automatically complete the request notifying the client of process completion. This tool provides increased transparency to clients, a worklist of action items to the processing unit, and valuable metrics to the leadership of the processing unit. To view the live recording of this presentation, click here.
The Research Administration Service Request (RASR) tool is a workflow tool developed by the Office of Research Information Systems to aid processing units in the receiving and processing of all types of transactions including but not limited to Vouchers, Journals, Travel, and Requisitions. In this presentation/demonstration, attendees would learn (1) how a client could use the RASR tool to submit (and later view) a request to a processing unit, (2) how an administrator would review/approve transactions at a pre-audit level, (3) how a processor would take information from RASR and enter the transaction/request in UNC FInance Systems and, (4) how the system communicates to UNC Finance Systems to automatically complete the request notifying the client of process completion. This tool provides increased transparency to clients, a worklist of action items to the processing unit, and valuable metrics to the leadership of the processing unit. To just view the slides from this presentation, click here.
From supporting the Athletics department to giving ConnectCarolina a makeover, you can read about some of what the ConnectCarolina team has done over the last year in the ConnectCarolina and other Administrative Systems Academic Year Report. Click here to see report.
IMPORTANT UPDATE FOR FINANCE USERS: A fix has been implemented and validated for the problem with how ConnectCarolina was recording transactions in various ledger groups. This is the final spreadsheet of missing journal transactions that we will provide. (last updated 7/13/16, 8:45am)
Slides from the Receiving and Inquiries, Part II large venue demo.
An overview of changes to creating receipts with step-by-step procedures for ConnectCarolina receiving.
Handout providing an introduction to reconciling in InfoPorte with information on how to view balances and reconcile transactions.