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.

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

3/11/14 Summit Finance Unavailable on Friday 3/14/14

The Summit Finance System will be unavailable this Friday, 3/14/14, as a patch set is being applied to the Summit tool. One enhancement that users will notice immediately is the ‘bread crumbing‘ at the bottom of each Summit page. Users will now be able to see how they navigated to a particular page of a dashboard. (For example, FDM: Department Admin: Summary > FDM: Department Admin: Budget Balance Activity > Budget Balance ‘ Expense Summary ‘ All Accounts) While users can still use the ‘return’ link to go back to the previous page, users will also be able to use the ‘bread crumbing’ to return to a previous dashboard page.

2/26/14 TIme and Effort Certification due 3/14

Fall Semester 2013 Effort Certification and Reporting Technology (ECRT) certification period (August 25,2013 – Jan. 18,2014) opens up on March 4, 2014.

Certifications must be completed by March 14, 2014. Your user name and password is the same as the campus account name you use to login to your UMass Lowell email and/or work computer. To complete your certifications, you may go to theE*MPAC webpageand log into ECRT. Please be sure to certify your current and any past due cards in the system.

If you have any issues logging into the system please contact the ECRT Central Administrator Nancy Desjardins, in the Office of Research Administration at 978-934-4719.

All other questions should be directed to your Effort Coordinator, Suzanne Mahoney at 978-934-4726, Kevin Mascoll at 978-934-3646 or Danielle DeLuca at 978-934-3462.

1/22/14 Updates for UMass BuyWays – Phoenix View, Travel Services & Office Supplier

Over the next few months there will be several exciting new updates and changes coming to the UMass BuyWays system that include a new user interface, a change in office supply vendor and a new travel services program.

New User Interface:

The initial update will be in the form of a new User Interface (UI) called Phoenix. The new UI will automatically be applied at the end of the work day on January 31st. While the change is mainly meant to streamline the ‘look & feel’ verses functionality, Purchasing will be holding several informational sessions over the next week to review this new look and feel. The first of these sessions is scheduled for tomorrow, Thursday, in Southwick 240. Please register for this or any session at https://www.applyweb.com/public/register?s=25L027YU . Purchasing will also continue to offer general drop-in support every Wednesday and Thursday from 3 ‘ 4 p.m. in our offices on the 4th floor of Wannalancit.

We recommend BuyWays User’s take a few minutes to familiarize themselves with the new UI. We have added two new job aids to the E*MPAC Job Aids & Training pages (http://www.uml.edu/Admin/empac/Information-for/BuyWays.aspx) in order to help you make the transition to new UI called Phoenix. The first job aid, ‘Phoenix – Switching the User Interface’, shows you how to switch your user interface to Phoenix from the current ‘Classic’ UI. The second job aid, ‘Phoenix ‘ Navigation Job Aid’, shows you where to find and access items within Phoenix.

The recommended browsers versions that work best with the new interface are:

‘ Windows Internet Explorer (IE) 8, 9, 10

‘ Chrome ‘ latest version ‘ automatically updated by Google

‘ Macintosh Safari 4.0 and higher

‘ iPad Safari ‘ embedded browser within the iPad

‘ Opera 10 and higher

‘ Firefox ‘ latest version ‘ automatically updated by Mozilla

New Office Supply Vendor ‘ OfficeMax:

Purchasing, working in conjunction with the other UMass Campuses, has recently awarded the University wide office supply contract to OfficeMax. This decision was made after careful consideration of bids submitted by 4 major office supply companies, including our current supplier WB Mason. OfficeMax provided the best overall bid to the University that includes an estimated savings of 1.2 million dollars per year, excellent customer service plan and internships for UMass students. We expect the transition from our current provider to OfficeMax to be virtually seamless but ask for your cooperation and understanding as we make the transition. The exact date of transition has not yet been set but is expected to be sometime around the end of February or beginning of March. There will be more information to follow on this subject and an opportunity to come out to meet the team from OfficeMax over the next several weeks.

Travel Services Program:

Purchasing, working in conjunction with the UMass System Office and other campuses, is pleased to announce a new travel initiative that will provide new resources to the UMass Lowell community for their travel needs. These new resources will include an online booking tool and a traditional travel agency to assist with your travel bookings in the future. The online booking tool is known as Egencia, which is the corporate arm of Expedia.com and will be recommended for basic domestic travel bookings. The traditional agency is known as the Travel Collaborative, which will bring a high level of service to international travelers and some of the more complex domestic trips. All of this will be accessible from the catalog section of BuyWays or the Procurement web page. We expect to formally announce this exciting new program during the month of February and will be offering demonstrations, training and an opportunity to meet the teams from each of these new travel providers. Please keep an eye out for a more formal announcement and schedule of events over the next month.

Please call the Purchasing Office at ext. 4-3500 if you have any questions and one of the Procurement Specialists will be happy to assist you.