View: All Resource – Alphabetical
This Quick Reference Card provides instructions for changing or canceling an existing receipt for goods or services that have not yet been invoiced on a Purchase Order.
The Affiliates Report shows information on all active affiliates or affiliates who were terminated within the last year
Information on the new Affiliates Report in Infoporte
This Quick Reference provides instructions for processing airgas cylinder returns in ConnectCarolina.
“If I attend UNC, what Financial Aid package will I receive?” It’s a question that’s always remained unanswered for students and their families for a week, month or more after they receive their admission offer. That’s about to change thanks to a process improvement project led by The Office of Scholarships and Student Aid in collaboration with ITS Enterprise Applications. One of the primary objectives of the project is to make financial aid package information available to prospective students at the same time as they are offered admission. An equally important objective is to automate the processes for packaging financial aid as much as possible. Getting information for prospective students earlier, combined with automating routine work, will give the Enrollment and Scholarships and Student Aid staff more time to focus on their core mission: to help advise students and families so they can have a full Carolina experience and successfully complete graduation. The significant benefits of this project for the University were noted by Rachelle Feldman, Interim Vice Provost of Enrollment and Undergraduate Admissions and Associate Provost for Scholarships and Student Aid: “I think this will be one of the most important and transformative technology projects, affecting students and student … Read more
Can I swap this class to meet that requirement?” is an all too familiar request from students and, because Carolina has rich and diverse academic offerings, departments occasionally allow students to substitute courses for specific major requirements. In the past, processing “adjustments” meant additional steps for the directors of undergraduate studies. Adjustments were made by completing an online form in SharePoint, which was then manually processed by a team member in the Office of the University Registrar. Once processed, the change was reflected in the Academic Advisement record (The Tar Heel Tracker) and visible to the student. This manual process was both cumbersome and time-consuming, and we wanted to find a more efficient way to make the experience better for our faculty colleagues and our students. As it turns out, we were not the only university grappling with this issue and seeking a more student-centric option. Finding a simpler way to make requirement adjustments seemed a long way off until a strong collaboration between ITS and the Office of the University Registrar, along with some advice from colleagues at the University of California at Santa Cruz (UCSC) made this goal achievable. Enter the ConnectCarolina Student Administration team, led by Candy Davies, Director … Read more
This self-paced course describes the information to review when approving a budget transaction and how to make an approval action.
This self-paced course explains who can approve campus journals, how to navigate to the campus journal approval page, and what information to review when approving campus journals.
This self-paced course covers the uses of campus vouchers, the different approval levels and the requirements for each approval level.
This self-paced course covers the request and approval process for new chartfield values.
A quick guide about approving Finance transactions, which transactions require approval, the approval workflow, and more.
This self-paced course explains how to view a financial transaction that needs approval, the differences between an approver and a reviewer and the actions that an approver can take.
This PowerPoint presentation accompanied the “Approving Financial Transactions” live demo. This presentation was intended for those who approve financial transactions in ConnectCarolina,including approving journal entries, purchase reqs, budget journals, deposits, independent contractor and vendor requests, and campus vouchers. This approval process is not used for Web Travel requests, which use the FRED approval system.
This self-paced course explains how an individual qualifies as an independent contractor, the approval levels and the requirements to approve or deny an independent contractor in the predetermination process.
This self-paced course covers how approvers can use the P-Card system to modify existing line level detail and charge a transaction to a different chartfield string besides the card’s default string. It also covers how to approve, reject and save transactions.
This self-paced course explains the information you need to review when approving a PAAT adjustment. It also covers the step-by-step instructions to Approve or Recycle an adjustment and the approval route an adjustment follows.
This self-paced course describes the information to review when approving a vendor catalog requisition and a non-vendor catalog requisition.
This webinar teaches how associated budgets work, when it applies, and how it affects your available balance.
Slides to accompany the Associated Budgets webinar.
ho: Any administrative user who has the need to upload attachments in their work. What: The Document Management team will review some ‘tips and tricks’ that may be helpful in determining what scanner settings to use when creating documents (if you are scanning). We will look at which settings ensure the document is optimized in size and visual clarity. Will also show the same documents, scanned with different settings to demonstrate the options and implications of what might be used. This session should be beneficial regardless of which system you use!