Training Newsletter – May, 2014

Meet the BUworks Training Team

To begin with, we want to introduce Shuchita and Charoma, our newest Training Team members:

Shuchita Rao, Human Capital Management (HCM)

Shuchita RaoShuchita will be updating existing documentation, writing new help documents, and offering hands-on forms training for Personnel Administration, Organization Management, Retirement and Terminations, in addition to creating and maintaining positions. Her office is located in the Human Resources department at 25 Buick St and she can be reached at srao22@bu.edu or at 617-353-4466

 

Charoma Blyden, Supplier Relationship Management (SRM)

Charoma BlydenCharoma is taking over for Ike Babbitt and plans to offer training sessions for Shopping Cart Creation, Procurement Approval, and Catalog Ordering. In addition, Charoma maintains the Sourcing & Procurement Procure to Pay online help site, where shoppers can find training videos and help documents related to Sourcing and Procurement. Charoma can be reached by email cblyden@bu.edu or phone 617-353-6692.

 

Isabel Guillermo, Finance WebGUI ECC System

isabel_guillermo_photoIsabel is responsible for writing and updating finance-related help documentation. She develops Quick Reference Guides and Work Instructions that are available on the BUworks Online Help website in the Document Library 5 Finance folder. She also offers training sessions related to Boston University’s finance system.  Isabel can be reached at iguiller@bu.edu or 617-358-6829.

 

Bill Stewart: Business Warehouse (BW) Reporting

Bill StewartIn addition to creating and maintaining a full library of online help documents related to reporting, Bill offers hands-on introductory reporting courses for these areas: Funds Management (budget and actuals), Grants Management, Labor Distribution (payroll), and Supplier Relationship Management. Intermediate/advanced courses he offers include Funds Management, Grants Management, Position Budget, and Research/Sponsored Program reporting. If you have any questions about these courses or items related to BW reporting, contact Bill via email (wstewart@bu.edu) or call him at 617-353-6382.

Training Calendar

Calendar of Hands-on Training Sessions

We have updated the IS&T training calendar through May (and June, in some cases) with hands-on labs in the areas of Finance, Shopping, and Business Warehouse reporting. We will add the HR labs starting in June. Please browse this listing – which contains lab descriptions, target audiences, campus locations, dates and times, and prerequisites – and register for any sessions that are appropriate to your business role and experience level.

Please note that the experience requirement is important. Basic labs provide foundational information for new users or for employees who want a refresher in a particular functional area. Intermediate/advanced-level labs are intended for BUworks users who have attended the corresponding basic-level lab and have first-hand experience using the system.

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Are you new to Boston University or do you have a new role? Wondering what training you need?

We have posted the steps we recommend that you take to get you or members of your staff up to speed with BUworks via a range of online resources and instructor-led workshops. Recommendations are available for both new employees and for employees who have a new business role.

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Functional Area News Briefs

Finance

New Financial Affairs Policy Web Page

The Office of the Senior Vice President Chief Financial Officer & Treasurer has created a new Financial Affairs Policy Page for the BU faculty and staff communities. Make note of any applicable polices before accessing the WebGUI ECC System. Additional information and resources is found on the VPFA Web site.

Browser and System Requirements for BUworks WebGUI

Does your FV50 transactional screen look a bit off?  Before submitting a help desk ticket, confirm that you have the recommended browser and system requirements.  The recommended browser and java configuration provide best performance for WebGUI ECC System. Additional information and resources:  IS&T website http://www.bu.edu/tech/admin/buworks/ and BUworks Central Home tab.

 Human Capital Management (HR)

Retirement and Termination forms in Personnel Administration (PA) have recently undergone enhancements. Plans are currently being developed to provide training for the following:

  • How To Hire Consultants, Contractors, Freelancers and Agency Temps
  • Catalog Ordering (coming in June)
  • OM and PA forms (HCM) (Coming in June)
  • Nakisa Organization Chart(Coming in June)

Supplier Relationship Management (shopping and approval)

Shopping Cart Creation (Basic) labs are now scheduled throughout May

  • Wednesday, May 14, 10-11:30am — Medical Campus
  • Wednesday, May 14, 2-3:30pm — Charles River Campus
  • Thursday, May 14, 10-11:30am – Medical Campus
  • Thursday, May 14, 2-3:30pm – Charles River Campus

To register to attend a session, visit this Web page.

Business Warehouse (BW) Reporting

The BW Usability Project went live on April 7. The project introduced many changes to the BUworks Reporting portal and the highest-usage BW reports. Our goal was to make it easier to find reports and the data users told us they need. We accomplished this goal by removing obsolete reports, by reducing the number of reporting folders, and by making the most frequently used reports even better with requested variables and data. A detailed list of changes, including a short video that outlines the many changes, is available on the Usability Project Details page.

A schedule of May and June training offerings has been posted here.