This report shows all payments received from sponsors since go-live on 10/1/2014.
This webinar PPT demonstrates the OSR Payments Report, which shows all sponsor payment activity since go-live.
This webinar demonstrates the OSR Payments Report, which shows all sponsor payment activity since go-live.
Slides used in the November 2, 2016 OSR reports webinar. Webinar covers the OSR Invoice Listing report and the OSR GL Expense and Budget report.
This document shows the process for fixing project or grant-related campus journals with budget errors that route to OSR for approval.
Describes the Office of Sponsored Research process, ConnectCarolina navigation, job name, and performer for generating awards/grants to cash.
Memo to University Research Administrators describing upcoming changes to the way subcontract invoices are processed for payment.
PAAT adjustments can route to three different levels for final approval. The route an adjustment takes depends on which fund types are changed on the adjustment. This table is a quick reference for which levels are required for each fund type changed in a PAAT adjustment.
Webinar held to introduce PAAT the day before it went live. Provides an overview of the tool and best practices.
Q&A document generated from discussion during the October 2015 PAAT webinar.
A guide to using the Payroll Accounting Adjustment Tool (PAAT), including how to enter and manage payroll adjustment and how to run PAAT reports.
This is a recording of a webinar on the Payroll Accounting Report.
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 … Continued
Prior to this performance management pilot, managers completed performance plans and evaluations outside of ConnectCarolina, then entered overall performance and competency ratings in the system. Managers and employees in the pilot group will follow the traditional assessment process, but will complete the forms in ConnectCarolina instead of using paper forms. These forms include performance plans, off-cycle reviews, an employee self-assessment, and evaluations. There is a guide for managers and a guide for employees. Please make sure you select the correct guide since the instructions will be different for the two groups. Note: The instructions in the Performance Management Pilot Guide for Employees only apply to those employees participating in the pilot.
Prior to this performance management pilot, managers completed performance plans and evaluations outside of ConnectCarolina, then entered overall performance and competency ratings in the system. Managers and employees in the pilot group will follow the traditional assessment process, but will complete the forms in ConnectCarolina instead of using paper forms. These forms include performance plans, off-cycle reviews, an employee self-assessment, and evaluations. There is a guide for managers and a guide for employees. Please make sure you select the correct guide since the instructions will be different for the two groups. Note: The instructions in the Performance Management Pilot Guide for Managers only apply to those managers participating in the pilot.
Student Guide for the Person Creation class.
Slides from the Petty Cash Vouchers class.
These slides are intended for principal investigators and research administrators and can be presented at meetings to introduce the PI Dashboard.
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 email@example.com 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
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.
Principal Investigator (PI) Dashboard Coming in September! 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. Jackie Treschl, Senior Training and Documentation Analyst and Chris Minter, Instructional Designer, were on hand at the 2017 UNC Symposium for Research Administrators on August 3rd to give research administrators and PIs a sneak peek at the dashboard. “Dashboard Wins” for Principal Investigators and Research Administrators PIs will have direct access to information about their sponsored projects. Research administrators and other financial support staff will be able to see the same view as the PIs they support (their InfoPorte administrators can give them access). Salary projections accurately reflect employee funding information in ConnectCarolina. OSR will see the same view that PIs and research administrators see, making it easier to troubleshoot questions. In the next few weeks, please be on the lookout for additional PI Dashboard resource and training information on ccinfo.unc.edu.
Provides step-by-step instructions for printing an ePAR form.
This document lists the 20 most frequently used category codes.
Displays purchasing workflow for vendor catalog and non-vendor catalog 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.
Slides from the Purchase Requisitions and Receiving class.
Student guide for the Purchase Requisitions and Receiving class. This document also contains useful information about searching by speedchart.