1. Campus Implementation Team CRAM – September 2017

2. 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

3. 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

4. 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

5. CONS SCHEDULE
Valerie

6. How can we make our notifications more beneficial to you?

7. Delegate your UWL
Best practice to delegate your UWL when out of office
Returns route to Tasklist intiator

8. 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
reminders from CIT if ETL approved, PIA awaiting approval

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

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