|Readiness II||All users of Phase-II processes. What will (and will not) be changing, and a preview of the ways in which this phase will build on the first.||Available now|
|Grants Preview||This Power Point presentation is designed to be a good overview for people in your units who want a basic understanding of the PS Grants Functionality before the hands-on training later in June. It will also be good for faculty, deans, chairs or others who don't have the time or inclination to attend the hands-on training.||Available now|
|Grants Reporting||This Power Point presentation is an introduction to Grants Reporting. It is intended for people who run pre-written queries or write their own queries. The companion handouts should be downloaded and followed for the hands-on portion of the training at the end of the presentation:||Available now|
|Cash Transmittal||Effective 7/1/04 the PAPER cash transmittal form will no longer be accepted by the Cashiers Office. We strongly encourage all people who prepare or approve cash transmittal forms to attend one of the following training sessions for the new CASH TRANSMITTAL WEBFORM. You will receive handouts with complete instructions for using the new webform at the training sessions. Reserve your spot by email to Missy Keane in the Assoc. Treasurer's Office (firstname.lastname@example.org).||Available now|
|Non-Student Billing||Effective 7/1/04, non-student
(miscellaneous) billing is no longer done in SIS with "999"
numbers. The Bill Non-Student Customers Webform has replaced
the FFAR form (except for student billing) and the Single-Charge
Miscellaneous Billing EZ Form.
Training sessions have been conducted (starting 6/24/04) and handouts were
provided which are also available on this website:
|Crosswalk||The Crosswalk facility helps users to identify new PeopleSoft Purposes and Accounts based on legacy Account-Codes and Object-codes. First described in the Phase-I Basic Training, step-by-step instructions are also available.||Available now|
Going forward, it is anticipated that the primary ad-hoc reporting tool
users of the UD-Financial and UDSIS Student Records systems will be
"Cognos". This is a
web-based reporting tool, so does not require any particular software be
installed on your local computer. It does require that you use Internet
Explorer (5.5 or higher).
The url for Cognos reporting (Financial or Student Records) is: https://cognos.udel.edu/crn
If you cannot yet logon, but feel you want to be able to write and/or run Cognos reports for UD Financial data, you can request that access by emailing Carol Rylee.
Cognos includes two fundamental utilities for ad-hoc reporting. The simpler of these two is "Query Studio", the more powerful is "Report Studio". Two training documents are available that introduce users to these two components. They use a demonstration database unrelated to either the Financial system or Student Records. You will probably want to first work through the Cognos Query Studio Tutorial, and then follow with the Cognos Report Studio Tutorial.
From "Help" links in each Studio there also are Users Guides in pdf format that you can search or print out for more detailed reference.
To help you achieve some familiarity with the structure of real UD data, there are "Data Dictionaries" in the "Data & Terminology" area of this website.
|Readiness Training||All users of financial information||Available now|
|Basic Training||All users of financial information; especially users of paper statements, GA Query, and journal vouchers||Available now|
|Basic II||All who have taken the "Basic Training" above. Basic II includes updates since that first course. It elaborates on recently released features and additional public queries you can use.||Available now.|
|Know Thy Data||Query & Report Writers||Available now as the "Data and Terminolgy" tab on this site|
|Query Training||Report Writers: users needing to write and pull reports using financial data; those who currently use the data warehouse, and/or who manipulate financial data in spreadsheets or databases.||Available now.|
|Query Booster||Report writers who have mastered the Query Training class above and want to extend their skills in more advanced topics.||Three articles available now|
|Labor Allocation Module||People who allocate, review and report on employees' funding (frequently, HR liaisons)||Available now.|
|Procurement forms training||Anyone requesting Purchase Orders or Payment to Individuals or vendors.||Available now.|
|Obligations & De-obligations||The "Obligations" module enables users to enter obligations (anticipated expenditures) against Purposes for future accounting periods. This training document includes information about how the deobligations process works, and queries to help you see your remaining obligations along with your available balances. There are a few open issues around the obligations module; these are mentioned in the training document and are highlighted in bright green.||Available now|
If you would like to refresh your memory of the class, or download it to deliver to others, the Powerpoint presentation is here in its entirety, and so is a summary handout.
If you would like to refresh your memory of the class, or download it to deliver to others, the Powerpoint presentation is here in its entirety, along with a summary handout. There also are several optional slides, that go into a little more detail than some users will need regarding Labor Allocation data, Budget Journals, monthly statements, and running queries.
If you would like to refresh your memory of the class, or download it to deliver to others, the Powerpoint presentation is here in its entirety.
Introduction to the Query Tool
This training material introduces you to some of the basic functions
of the PeopleSoft (PS) Query tool as they are used at the University of
Delaware (UD). The Query tool is an end-user reporting tool, which allows
you to extract precise information using visual representations of your PS
database ówithout writing Structured Query Language (SQL) statements.
Queries can be used in the following ways:
Effective 8/24 at 4:00 pm LAM entry will no longer be done in the reporting database (FIRPT). We are moving the LAM and UD Obligations pages from the report database to the production database (FIPRD).
Starting 8/25 at 8:00 am you must use the following URL to enter LAM distributions. Your User Name and Password are the same as you used previously in FIRPT. Please create a new "favorite" or "bookmark" if you do not already have one for the production database. (Note: production is the same database used for Grants proposal entry.) www.udel.edu/lam = https://turvy.nss.udel.edu:4480/psp/fiprd/