Finance Upgrade 9.2

Topics to Cover Welcome and Introductions Finance upgrade project What’s different in the new version? FAQs, tips and hints Changes Quick look at changes in Finance & eProcurement Quick look at changes for Approvers Quick look at changes for staff and managers in SSO Go Live Information What will happen? What do you need to do? Training, Support, Resources University of Adelaide

Finance Upgrade Project

About the Finance System Upgrade Analysis Oct-Dec 16 Build Dec 16-Mar 17 Test Apr-May 17 Go-Live June 9-13 2017 Why? The Finance system must be upgraded to maintain support and access to security and compliance related updates. Scope Review and remove customisations that are no longer required Implement new interface & functionality Interface with Campus Solutions and HR systems What we’re not doing Major process change or re-engineering No changes to other Financial systems (Campus Travel, Fraedom, Cognos reporting) Dani University of Adelaide

What’s different? For all users (Forms, Managers, eProcurement Requestors); New homepage with tiled look Easier access to self-service and role-based functions Movile device-friendly navigation University of Adelaide

What’s different: Tiles University of Adelaide

What’s different: Navigation University of Adelaide

What’s different: Navigation options University of Adelaide

What’s New: Approvals For people with a financial delegation who approve: Purchase orders Vouchers Journals Click on an item to access details including comments and attachments Sort and filter as required Dani Bulk approvals University of Adelaide

What’s New: Approvals Mobile friendly format allows for comments and attachments to be viewed with an extra click Dani University of Adelaide

What’s New: eForms WorkCentre All forms are aggregated into one place with convenient links to create and manage Dani University of Adelaide

What’s New: Requisition WorkCentre Dani University of Adelaide

What’s New: Requisition WorkCentre Dani University of Adelaide

What’s New: Requisition WorkCentre Dani University of Adelaide

What’s New: Requisition WorkCentre Dani University of Adelaide

What’s New: Requisition WorkCentre Dani University of Adelaide

What’s New: ePro Special Request page Unit of measure default Category default Amount only now on this page Dani University of Adelaide

What’s New: ePro Review and Submit page Dani University of Adelaide

FAQs on system changes Question Response Will my favourites be there? Yes – all existing favourites will be carried across and be available through the Navbar after the upgrade. Will the queries I use be there? Yes – all existing queries are being migrated across and will be available. Some will be accessible through WorkCentres but not all. Will my chartfield personalisations be there? No – these will need to be redone by each user after the upgrade. A link to a QRG will be sent by email to help guide people in how to do this. What browser is best for eProcurement? Firefox and Chrome are the recommended browsers Is there any change to online catalogues? No – the upgrade does not change anything about the online catalogues. Dani University of Adelaide

SSO Changes

SSO Employee and Manager Changes Need to have an user interface that is designed to be used on mobile devices, but can also be used on a laptop. Aims to roll-out the PeopleSoft Fluid interface. The menu will move from accordion style menu to Tiles. All changes impact the home page only, all other functionality of SSO remains the same (for now). Trisha

New look for SSO - Employee Trisha

New look SSO - Manager

Upgrade Go-live

What will happen during Go-live? Go-live for the Finance upgrade and patching will be on June 9-13 Lockout and shutdown of services will start from 3.30pm on Friday 9th All services will be unavailable from 4pm Friday June 9th Services will return on Tuesday 13th from 8am Dani University of Adelaide

What will happen during Go-live? There will be no access to the following systems from Friday 4pm through to Tuesday: PeopleSoft systems (Campus Solutions, HR and Finance) Access Adelaide Access Adelaide Admin SSO Online Store (including Print top up facility) Unified Course Planner CASPA Student mobile Scholarships site Student banking details site Course Credits and Transfers AROP/Academic Program Rules applications Admissions @ Adelaide Outage notices will be in place All interfacing to other systems will be paused over the outage Dani University of Adelaide

What do I need to do? Before 3pm on June 9th Clear your worklist & approval items Be mindful of anything urgent. Run and source any critical data or reports. Dani University of Adelaide

What do I need to do? Before 3pm on June 9th Clear your worklist & approval items Be mindful of anything urgent. Run and source any critical data or reports. On June 13th Restart your computer and clear your browser cache Be patient – the system can be sluggish eProcurement users update personalised Chartfields (via QRG) Dani University of Adelaide

Training, Support & Resources

Training and Support - Finance Website www.adelaide.edu.au/finance Video overview of Finance System Upgrade Interactive Guide Blog post Roadshow and Demonstration Schedule Quick Reference Guides and transactional videos Training for new users Technology Services training will run fortnightly for new users of eProcurement Who do I call after Go Live? Fin Pro Support (finprosupport@adelaide.edu.au) 33414 University of Adelaide

Support and resources Advice of changes via Staff News HR Website – SSO Website page updated with QRG’s and videos highlighting the changes HR Blog page, detailing the changes and updates as required. Trisha

Questions? Any questions for the team? University of Adelaide