e-reports overview september 2010. 1. what are e-reports? 2. how do i get connected? 3. application...
TRANSCRIPT
E-Reports Overview September 2010
1. What are e-reports?2. How do I get connected?3. Application for E-report Access.4. Implementation timetable.5. End users, do they have access?6. Demonstration of e-reports.7. What else can I do with e-reports?8. Contacts.9. Questions?
Agenda
E-Reports Presently The FAS AM090 and AM091 (monthly summary and
detail statements) are sent via paper for 10,000 accounts to more than 1000 users every month. This translates to 17 boxes of 500 sheets of 8.5 x 14 green lined paper 12 + times a year ! (plus the time to sort, distribute)
To support UTS green initiatives and practices FAS Month End reports (AM090 & AM091) will only be available online via E-reports.
E-reports is an online repository of reports https://adweb.cis.mcmaster.ca/CIS/FASreports.
Everyone who currently receives paper reports will now receive them in the electronic format. – For Research accounts held
in ledger 8, Principal Investigators will also be automatically given E-Report access to their respective Research Accounts.
What are E-reports ?
Getting Connected to E-reportsHere is how it is going to work: Currently all operating FAS account holders
receive an automated e-mail message advising that their new month-end reports are ready for viewing and will include a link to the web site: https://adweb.cis.mcmaster.ca/CIS/FASreports. You will log in with your Mac ID and password to get access to reports that are produced in the Excel format.
Online reports will be available immediately following the processing of month-end.
Application for E-report Access
For Operating accounts, Financial Services Web Page
http://www.mcmaster.ca/bms/BMS_Financial_Services.htm
On the right hand side of the page, select :ResourcesWhat’s New Training/Workshops Forms & Documents Rates and Fees Policies, Procedures & GuidelinesSchedules Financial Systems AccessContacts
Application for E-report Access
Financial Applications Cheque Requisitions Labour Distribution Journal Entries FAS Account Viewing Access FAS E-Reports (AM090/091)
FAS E-Reports (AM090/091) Labour Distribution SAS FM
Application for E-report Access
Financial Applications (E-Reports)* *AM090/91 - departmental monthly Financial Statements and Report of Transactions
New E-Report User
Remove E-Report User
Update E-Report User
I'm a Non McMaster Employee
Surname * : Given Name
:
Employee ID
: Oracle
ID :
Department : Extension : Location : Mac ID E-Mail Address
:
FAS Account List Account #'s to report:
To be authorized by: -----Date:
E-mail address of the Department Head: Comments:
SUBMIT Clear this form
* By signature above, I warrant and affirm that the information provided herein is true and complete. I agree to personally indemnify and hold McMaster University harmless for any claim, damage or liability resulting directly or indirectly from reliance thereon. In completing and submitting this Financial Aplication, I acknowledge that McMaster University is collecting certain of my personal information. I authorize McMaster University to use the personal information I have provided for the purposes of assessing and verifying my legal status as an Application User with McMaster University. I understand that the information is used for the administrative, employment-related, financial and/or statistical purposes of the University. This information is protected and is being collected pursuant to section 39(2) and section 42 of the Freedom of Information and Protection of Privacy Act of Ontario (RSO 1990). I have read and understood the foregoing information, and authorize McMaster University to use the information collected on the
Application for E-report Access
For Research Accounts held in the 8 Ledger Automatic access will be given to those who
currently have on-screen access to FAS in addition to the Account Holder (typically the Principal Investigator)
E-Report access for new Research accounts will be initially granted for those individuals listed on the HRS Checklist/Account Request form filled out when opening a new research account. The form can be found at http://fhs.mcmaster.ca/healthresearch/administration_forms.html
Application for E-report Access
Health Research Services (HRS) HRS Checklist / Account Request
Available for download from HRS web site: http://fhs.mcmaster.ca/healthresearch/
ALL SECTIONS MUST BE COMPLETED OR FORM WILL BE RETURNED
Finance: Date: (For Office Use) HRS #: (For Office Use) Account #:
Grantee (Must have Faculty Appointment) Name: Position: McMaster Department: McMaster Employee # Address/Phone & Email:
(For Training Awards only) Name of Trainee: Position: Address/Phone & Email: (Note: Accounts will be opened in supervisor’s name only)
Sponsor (Grantor) Name: Sponsor Award Number (if available):
TYPE OF GRANT (Check ONE only)
Research: New Renewal Resubmission Letter of Intent RFA Special Initiatives Team
Education: New Renewal Resubmission Letter of Intent RFA Special Initiatives
Clinical Trial: New Renewal Resubmission
Personnel: New Investigator Postdoctoral Fellowship Doctoral Award Scholarship Studentship
Other:_________________________________________________________
Other: Internally Sponsored Research Account (2 or 7 acct) Transfer from HHS/SJH Transfer from Existing 8-Account
Application for E-report Access
ACCOUNT SIGNING AUTHORITY DELEGATION: The originator (account holder or delegate) of electronic transactions is responsible for ensuring that the required supporting documentation is readily available for internal and external audit. In addition, I hereby grant the following people signing authority on my account. Any change in account signing authority will be authorized by me in writing or e-mail, and sent to the applicable Research Finance Office for action.
Other Signing Authorities:
Name: Name: Name:
Employee #: Employee #: Employee #:
Campus Address: Campus Address: Campus Address:
E-REPORT DISTRIBUTION: In addition to the Individuals granted Signing Authority above, the following individuals should be granted access to the E-Reports related to the Research Account. Access to E-Reports is being given only for review and monitoring purposes.
Employee # Last Name First Name MAC ID
Application for E-report Access
For existing Research Accounts if there are additional individuals to whom access to E-Reports should be given, please have Account Holder fill in the E-Report Access permission form found at: http://fhs.mcmaster.ca/healthresearch/administration_forms.html
For current Research accounts if there are additional individuals to those who have been given automatic E-Report access, please have the Account Holder fill out the following E-Report permission form. This can be found at http://fhs.mcmaster.ca/healthresearch/administration_forms.html:
Application for E-report Access
The database of Users who have access to E-Reports for Research Accounts only will be administered by the FHS Research Finance Office and not UTS. Forward any permission forms for E-Report Access on Research accounts to FHS Research Finance Office HSC 1B7 For non-research accounts, this function will remain with UTS.
Implementation Timetable Introduction to e-Reports September 2010 Access given to all users – September to
December 2010
***DECEMBER 31, 2010**** , paperless reporting !
End Users and Access
Where are they located and do they have access to the website
Do they have Mac ID ? – Individual must have a MAC ID before access to E-Reports can be given, however they do not need to be a MAC Employee to be given a MACID. Application for a MAC ID can be found at http://www.mcmaster.ca/uts/email_accounts/macid.html
Technical Support and Testing will been provided going forward
E-Reports Demonstration
E-Reports Demonstration
What Else Can I do with E-Reports? Email statements to users Attach statements to reports Extract and manipulate data Electronic filing system-ten years of data
Contacts
E-Reports https://adweb.cis.mcmaster.ca/CIS/FASreports
UTS: [email protected] CSU: [email protected] FHS Finance :Kathleen Blackwood : [email protected] ext 22663
Donna Walker: [email protected] ext. 22107
Central Finance, System Access: [email protected]
QUESTIONS?