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Launching Online FECs!

Launching Online FECs!. Agenda Report out from Beta testing Walkthrough revised FEC process Review system features Preview the online & print FEC Discuss training approach & opportunities. Beta Testing Process/Outcomes. Jan 27 – Feb 24 test period 40 beta tester groups:

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Launching Online FECs!

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  1. Launching Online FECs! Agenda • Report out from Beta testing • Walkthrough revised FEC process • Review system features • Preview the online & print FEC • Discuss training approach & opportunities

  2. Beta Testing Process/Outcomes • Jan 27 – Feb 24 test period • 40 beta tester groups: • 21 quarterly reporters • 19 semi-annual reporters • Reported & fixed bugs (20) • System enhancement requests (30+) • Being prioritized by the UTG/PIT • User Task Group • Process Improvement Team

  3. Schools/Departments That Tested Arts & Sciences • Anthropology • Astronomy • Biology • Chemistry • Linguistics • Mathematics • Psychology • Political Science • Sociology College of the Environment • Atmospheric Sciences • Oceanography • Aquatic & Fishery Science Dentistry • Pediatric Dentistry • Engineering • Bioengineering • Computer Science & Engineering • Electrical Engineering • Human Centered Design • Nursing • Biobehavioral Nursing • Pharmacy • Pharmaceutics • Public Health • Env. & Occupational Health • Epidemiology • Small Schools/Other • Appliled Physics Lab • College of Education • Evans School • iSchool • School of Social Work • School of Medicine • Dept. of Medicine • Division of Oncology • Gastroenterology • General Internal Medicine • Genome Science • Hematology • Immunology • Laboratory Medicine • Physiology & Biophysics • Radiology • Surgery • Urology

  4. New! FEC Process MAA Emails FEC Coordinators Coordinators Login to Review FECs Check Status Using MAA Web Page (optional) FEC Process* Coordinators Print NEW FEC Report Coordinators Mail Reports to MAA Faculty Confirm/Sign NEW FEC Report *new process will go into effect after eFECS launches in 2010

  5. Screen Navigation Screen 1:My Faculty List Screen 3:Official FEC Print Screen 2:Online FEC • Faculty who must certify • Uses Org Codes included in ASTRA • Detailed transaction view including salary transfers and clinical salary info • Individual and batch print capabilities • New form design (horizontal layout)

  6. Screen Navigation Viewing an Online FEC Link to Online Help Compensation Distribution (Direct Charged Effort) Committed Cost Share Faculty Effort Report – John Longsmith Salary Source(s) longsm John Longsmith 123-546-921 Total Effort by Budget Embedded Salary Cap

  7. Expanded Details Expanded Transaction Details Shows Earn Type Salary Transfers Identified by TX

  8. Official Print FEC

  9. Training Approach • Target audience • Administrators and FEC Coordinators • Classroom Training* • Lecture Style • 1 hour session includes system overview/demoand Q & A • Hands-on (in computer lab) • 1 ½ hour session includes system overview/demo, guided activities using the live system and Q & A • *Management Accounting & Analysis will be present at each classroom training, to answer compliance related questions • e-Learning Tutorials • and additional resources • . • Intro to eFECS (5-10 mins) • Astra access, roles and actions (5 mins) • How effort is calculated • Anatomy of an Online FEC • Navigating the Printed FEC • eFECS Online Effort Quick Start Guide • Faculty Toolkit

  10. Training Objectives Introduce eFECS system Illustrate FEC's role in Grant life cycle Demonstrate system capabilities and features Navigate/Interpret/Print FEC’s How to make adjustments to FEC reports Locate important resources ASTRA description and roles

  11. Preparing for Training • Training begins on April 7th • watch for the training registration announcement in the March FEC newsletter • Prerequisites • Need to be generally familiar with FEC process & compliance requirements • ASTRA Access must be granted for ‘hands-on’ style classes • Have questions? Email efecshelp@uw.edu

  12. Timeline 8th

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