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:

– 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

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

Schools/Departments That Tested

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

FEC Process*

Coordinators Login to

Review FECs

Coordinators Print NEW FEC Report

MAA Emails

FEC Coordinators

Check Status Using MAA Web Page

(optional)

Coordinators Mail Reports to MAA

Faculty Confirm/Sign NEW FEC Report

*new process will go into effect after eFECS launches in 2010

New! FEC Process

Screen Navigation

•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)

Screen 1:My Faculty List

Screen 2:Online FEC

Screen 3:Official FEC Print

Faculty Effort Report – John Longsmith

John Longsmith longsm 123-546-921

Link to Online Help

Compensation Distribution(Direct Charged Effort)

Committed Cost Share

Embedded Salary Cap

Salary Source(s)

Total Effort by Budget

Screen NavigationViewing an Online FEC

Expanded Details

Expanded Transaction Details Shows

Earn Type

Salary Transfers Identified by TX

Official Print FEC

Training Approach

• Target audience– Administrators and FEC Coordinators

Classroom Training*

Lecture Style•1 hour session includes system overview/demo and 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 Tutorialsand 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

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

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

Timeline

Jan Feb Mar Apr May June July Aug

Beta TestingPre-Launch CommunicationsSystem goes ‘LIVE’ -April 8, 2010**

Training for Quarterly reportersTraining For Semi-Annual reportersQuarterly FECs Due -MAA will announce due date

8th