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

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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

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. 

MESSAGE FROM:  Thomas S. Hoole, C.P.M., Director of Procurement Services

 

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 known as Egencia is the corporate arm of Expedia.com and will be recommended for basic domestic travel bookings.  The traditional agency known as the Travel Collaborative 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.

 

Please join us on Thursday, March 13th at one of two presentations as we unveil this new travel program.  You will get to hear more about the program, meet representatives from both agencies and see a demonstration of the Egencia tool.  We will be offering a session on North campus in the morning and South Campus in the afternoon.  Details below:

 

Date:     Thursday, March 13th
Time:     10 – 12
Place:    North Campus; Cumnock Hall; Trustee Room


Date:     Thursday, March 13th
Time:     1 – 3
Place:    South Campus; Health and Social Sciences  Building (HSSB)  Room 150

 

We look forward to seeing you next week.


Tom

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 the E*MPAC webpage and 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. 

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.

11/13/13 BuyWays Home Depot Returns

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Issue with returns for Home Depot. 

 

WHAT’S HAPPENING: Users return their goods directly to a store.

ISSUE: the credits are being applied to the UMass account, versus against the purchase order.

After having a conference call with Home Depot, here is what needs to happen for returns:

 

RETURN PROCESS:

Do not return the item to the store.  Users should call Customer Service at 800-292-4208, advise PO# and item(s) they are returning.  Home Depot will arrange for pickup.  The item(s) will be credited back to the Purchase Order.  Home Depot does support electronic credits for catalog orders.   It is important that users follow this return procedure, or the credits will not be applied back to their Purchase order.11/

Due to a planned server maintenance event happening early Saturday morning ,10/26/13, all Summit Dashboards will not be available on Saturday morning until about 10:30am.

Summit will not be running our normal Finance and HR Batch processes on Friday evening as well so when the systems are available on Saturday the data will be as of Thursday night’s batch run.

Batches will run as normal on Sunday evening.

Hardware maintenance is scheduled for Wednesday, October 16, from 4-7:00am.  You will be able to enter transactions during this time but batch processes and Integration Broker(IB) will be on hold for the Production and Reporting environments until the maintenance is completed.  
UITS has released the following list of browsers and versions that are compatible with Summit.  
Chrome 12+
Internet Explorer 9.x 
Firefox 6+
Firefox 17+




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