Update to Logon Pages

The look and feel of the log in page for BuyWays, Financials, HR Direct, SiS, Summit and other systemsis changing so that it is mobile friendly. The URL’s are not changing and once you get into the system, there are no changes to the look and feel. It only effects the look of the log in page.

Changes go into place on Monday, October 26th.

Screenshots of the new login page and list of systems being updated are shown below.

SAL ipod.png

‘ SiS

‘ Salesforce

‘ HR Direct

‘ Finance

‘ Summit

‘ Document Imaging WebNow

‘ Effort Certificaiton

‘ UMass BuyWays

‘ Student Success Collaborative (SSC)

‘ Salesforce Employee

‘ Atomic Learning

New Training Dates for BuyWays and Summit

New training dates have been added for BuyWays and Summit.

BuyWays Training

Morning Sessions are from 9:00 to 11:00 in UCC-155 on the following dates:
09/30/2015
11/16/2015
01/12/2016
03/18/2016
05/12/2016
To register use this link -https://www.applyweb.com/public/register?s=25L02AML
Afternoon Sessions are from 1:00 to 3:00 in UCC-155 on the following dates:
10/19/2015
12/17/2015
02/17/2016
04/12/2016
06/10/2016
To register use this link -https://www.applyweb.com/public/register?s=25L02AMK
Summit Training
Morning sessions are from 9:00 -11:00 in UCC-155 on the following dates:
10/19/2015
12/17/2015
To register use this link -https://www.applyweb.com/public/register?s=25L02AM6
Afternoon sessions are from 1:30-3:30 in UCC-157 on the following dates:
09/22/2015
11/18/2015
To register use this link -https://www.applyweb.com/public/register?s=25L02AM7
For more complete information, job aids and training please go to
http://www.uml.edu/Admin/empac/Information-for/default.aspx

7/1/2015 Summit ‘ Year-End and New Fiscal Year

In July, prior to the close of the FY15 fiscal year, users may not see all of their Fiscal Year Fund Balance type funds (i.e. PI Overhead & Department Discretionary) in Summit. If the fund has not had any activity in FY16, the fund will not be listed on the Summary page in Summit. Once the initial close of FY15 is done on Friday, July 17th, the FY15 ending balances will be carried forward as the FY16 beginning fund balances and users will see all of their Fiscal Year Fund Balance type funds in Summit. If a user’s fund has had activity in July, the fund will be listed on the Summary page in Summit, but the beginning fund balance will be 0.00 until the initial close of FY15 is done on Friday, July 17th. If the user changes the ‘Through Fiscal Period’ back to 2015-12 (Jun, 2015), the user will see all of their Fiscal Year Fund Balance type funds and the ending balance at June 30, 2015.

3/30/2015 Finance & BuyWays Security Audit

Finance & BuyWays Security Audit

In accordance with new University Audit requirements, UMass Lowell Information Technology is conducting a review of user access to the PeopleSoft Finance and BuyWays systems. Managers will be required to recertify their employee’s access to these systems.

In an effort to complete this process efficiently and without paper, we will be utilizing an electronic signature tool called DocuSign.

Starting April 1st, managers will be sent an email from Docusign.net on behalf of UMass Lowell IT Security Administration. The email will contain a link to a DocuSign eForms document. Managers are asked to review the document, and then use the electronic signature feature to review and sign the form.

If you have any questions, please contact Ken Boisvert, IT Security Administrator. 978-934-3604 or Kenneth_Boisvert@uml.edu.

9/15/14 Summit and Buyways Training Schedule

Summit and BuyWays Training schedules have been added for the new academic year. Please check the UMass Lowell calendar or use the links below to register for the session that best fits your schedule.

7/9/14 – Summit Year End Reporting Tips

Users may not be seeing all of their Fiscal Year Fund Balance type funds (like PI Overhead & Department Discretionary) in Summit.

If the fund has not had any activity in FY15, the fund will not be listed on the summary page in Summit. Once theinitial close ofFY14 isdone on Friday, July 18th, theFY14 ending balances will be carried forward as theFY15 beginning fund balances and users will see all of their Fiscal Year Fund Balance type funds in Summit.

If a user’s fund has had activity in July, the fund will be listed on the summary page in Summit, but the beginning fund balance will be 0.00 until the initial close of FY14 is done on Friday, July 18th. If the user changes the ‘Through Fiscal Period’ back to 2014-12 (Jun, 2014), the user will see all of their Fiscal Year Fund Balance type funds and the ending balance at June 30, 2014.

If you have any questions, please contact Maura Shield at x43515 or PI’s may want to contact his/her Financial Administrator.

5/9/14 Welcome OfficeMax

Please join the Procurement Office this morning as we welcome OfficeMax to campus. Dennis Sullivan, our dedicated OfficeMax Sales Representative will be on campus for a meet and greet, to introduce himself and answer questions about OfficeMax. We will hold two welcome sessions:

South
Campus:
5/9/14
Dugan 204 9:00am ‘ 10:00am
North
Campus:
5/9/14
Alumni
Hall 10:30am’11:30am

Bring your old WB Mason catalog to trade in for an OfficeMax catalog. There will be coffee and pastries and a chance to win an OfficeMax gift basket!

Please remember that today Friday May 9th will be the last day to place WB Mason orders.

On Friday, May 16th OfficeMax will host web-based introduction session. Join us for this introduction right from your computer and learn valuable tips that will save you time and enhance your office supply ordering process. If you are unable to attend at this time, the webinar will be recorded and the link will be posted on the Procurement Website. Please see the meeting details below:

Meeting Name: UMASS – OfficeMax Webinar

When: 05/16/2014 10:00 AM – 11:00 AM

Audio Conference Details:

Conference Number: +1 866-257-2680

Conference Code: 5954756157

To join the meeting:

http://officemax.adobeconnect.com/umasstr/

We hope to see you this Morning.

Thank you,

-Mike

Michael E. Durkin
Senior Assoc. Director of Purchasing and Campus Services

5/2/14 – Fiscal 2014 Year-end Close

MEMORANDUM

To: Vice Chancellors, Deans, Directors, and Financial Administrators

From: Brent Morgan, Controller

Tom Hoole, Director of Procurement Services

Date: May 2, 2014

Subject: Fiscal 2014 Year-end Close

As we prepare for the end of the fiscal year, we ask your assistance in ensuring an orderlyfinancial closing process. The following memorandum provides important information andcut-off dates to be followed. While many administrators may be familiar with the pastclosing process, we ask all administrators to review the information below as someinformation has changed for this year.

The memorandum is divided into 3 sections: 1) Administrative Oversight 2) Cut-off Datesfor Campus Transactions, and 3) Training and Assistance.

Procurement Services will hold information sessions on year-end procedures onWednesday, May 28th at 1:00 p.m. Cumnock Hall, Trustees Room; and on Tuesday, June 3rdat 9:30 a.m. in the Health and Human Sciences Building, Room 150.

These sessions will also be broadcast live via GoToMeeting web conferencing. Please register two days in advance for these web sessions so we may send you the log-in information. For additional procurement information, demonstrations, and training sessions, please visit the Procurement Services website.

Please take a moment to review the following information and understand the impact onyour budget and area of your responsibility. We hope this information is helpful andappreciate your feedback concerning the year-end process and training programs.

Comments may be addressed to the Controller’s Office.

Read the full FY 14 Year End Close Memorandum with dates and deadlines here.

Thank you for your assistance to ensure a successful closing.

3/19/14 – Changes to Access Request Process

UMass Lowell is now using DocuSign as an electronic signature tool within the Access Request Process for the Finance System. This is intended to improve campus compliance with security access policies while doing so without the need for paper to shuffle from office-to-office.

As part of new procedures, all managers/supervisors must sign-off on access requests for any of their employees. The campus data custodians for each functional area will authorize the specific security roles and the Information Technology office will update the security settings once all approvals have been collected.

Managers may receive emails from Docusign and need to take action for these security requests to be processed. A sample of these emails is below:

docusignemail.jpg

New access request forms can be found at either of the following locations:

If you have any questions about this new process please email eforms@uml.edu .

3/17/14 Summit Update Complete

The Summit Financials update was successfully completed on Friday 3/14/14.

If you have any display issues the rule of thumb is to clear browser cache and history. If you continue to have issues, please contact Norma_Clark@uml.edu.

Here is a reminder of certified browser version, we have seen fine results with some advanced browser versions, but this is the official Oracle published list:

Browser Vendor

Browser Version

Firefox

3.5+

6+

13+

Google Chrome

19+

Internet Explorer

7.x

8.x

9.x

10.x

Safari

4.x

5.x