Replacing CUFS with EFS/PeopleSoft

1. Replacing CUFS with EFS/PeopleSoft Bio-Medical Library Emily Reimer 7/1/08

2. First of all, don’t panic!

3. You pushed the panic button, didn’t you?I said, “Don’t panic!”

4. Here’s what we used to see: These were the fields that we filled out. CUFS Number Number of pages Patron’s name Patron’s phone Your initials

5. Here’s what we’ll see now: EFS Number Patron’s Name Patron’s phone Number of pages Your initials

6. Obviously, the EFS number is a little more complicated than the CUFS number we were used to. Let’s break it down: Dept ID is required! Fund is required! Either Program OR Project = Required! Optional fields will vary – fill them in if they are provided!

7. What about patrons who don’t have their EFS numbers yet, hmmm?

8. Look them up! • Fine. Where do I look them up? • There will be two FileMaker Pro EFS databases to use: • EFS Monthly, which we’ve already viewed • EFS Master, which we can use to search for EFS numbers • To switch between the databases, click the Window menu in FileMaker, then select the database you wish to view from the menu.

9. Like this:

10. This is EFS Master, where we can look up EFS numbers. Click the CUFS Search button Enter the CUFS number in the CUFS Continuous field You will see the Corresponding EFS number on the right half of the window Press Enter or Return on the keyboard

11. Let’s review the fields found in our results: Fund = Required 1751 Dept ID = Required 11757 Account? NO! Program or Project? Choose one! 20298 PCBU or Act ID (Activity)? NO! (They populate automatically in sponsored accounts.) Optional fields? YES! In this case, we’ll enter the FINEE, which is the same as the EmplD. 2110652 Now we’ll use these numbers to add a transaction in CUFS Monthly. Switch databases by going to the Window menu in FileMaker and selecting CUFS Monthly.

12. Fund = Required 1751 Click Dept ID = Required 11757 Now we’ll add the information we just looked up in CUFS Master. 1751 11757 Account? NO! 20298 Program or Project? Choose one! 20298 2110652 PCBU or Act ID (Activity)? NO! (They populate automatically in sponsored accounts.) D Duck 65808 Let’s add a new transaction! Finally add the Patron Name, Patron Phone and # of Pages. You’re done! First, click the button for the type of transaction type we want to add. This works just like the old system! 47 Optional fields? YES! In this case, we’ll enter the FINEE, which is the same as the EmplD. 2110652

13. For the most part, you shouldn’t see this message. However, the database is still in development, so please bear with us. If you have any suggestions, PLEASE let me know. I can’t promise we’ll execute each one, but we’ll consider your feedback carefully. Oh, you noticed the Account Not Found note on the previous slide, eh? You want a cookie for that? Very well, head to the break room. I brought some in. I’ll wait...

14. Good luck, ask lots of questions & tell us what you think. Thanks for your efforts! ereimer@umn.edu