Campus Implementation Team CRAM – September 2017

Overview Avoiding Tasklist Returns Faciliate Closeout Using the Tasklist Utility Closeout Notifications – What’s the Schedule?? Delegating your UWL Working with Faculty Potential Learning Opportunities

Avoiding Tasklist Returns Main Reason for Tasklist Returns = Non Reportable Ledger Payroll (Project Obligations Report, Payroll Schedules) Credits in G/L Accounts (ZFR1E) Reach out to the CIT if you have any questions regarding your ledger prior to submitting Tasklist Late Activity/Transfer Off Tool still applicable when Tasklist has been returned

Use the ETL as a GUIDE Closeout Tasklist (ETL) was created to assist the GM in completing timely and accurate closeouts Intiate at project end or before Use the questions as a checklist Check/Validate often – outstanding items in closeout reports will populate Make comments/notes to assist you throughout closeout

CONS SCHEDULE Valerie

How can we make our notifications more beneficial to you?

Delegate your UWL Best practice to delegate your UWL when out of office Returns route to Tasklist intiator https://finance.duke.edu/procurement/documents/BuyatDukeApproverSubstitutes.pdf

Faculty and the PI Attestation PIA can be generated 90 days before Project End PI is leaving Duke and you know the project balance Submit the PIA early If PI has left Duke and closeout documents are due PI Delegation is an option – reach out to CIT and do not submit PIA until delegation is complete Follow up with the PI – Completion of PIA impacts timeliness of sponsor reporting Verify status of PIA is “Completed” on CONS report Email reminders from CIT if ETL approved, PIA awaiting approval

We want feedback from YOU What type of additional training would assist you the most in achieving clean close? We want feedback from YOU

Please email campus.implementation@duke.edu with any questions Thank You! Please email campus.implementation@duke.edu with any questions