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 [email protected]
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