March 20, 2007

Unsubscribe | Printer friendly | Send this to a friend

In this issue:
• Happy (Fiscal) New Year!
• What's the Status?
• Centres, U are the APPOL of my eye
• Cleared for take off
• eTRAINING

Happy (Fiscal) New Year!

Fiscal Year End Communication

The University's fiscal year ends March 31st. Did you know:

Annually at year-end, RSO produces and distributes approximately 4,500 financial reports and produces more than 1,500 invoices, claims, and advances of funding
At the beginning of the new fiscal year, RSO processes over 1,000 new grants, contracts, and PeopleSoft research projects

Should you require assistance with year-end preparations, please contact your Faculty's Research Facilitation Office (RFO) as your first point of contact with the Research Services Office.

For those units without an RFO, please contact the Research Services Office directly.

In order to ensure the successful and timely accomplishment of obligations to research Sponsors, please print and review the year-end requirements below.

^back to TOC

>> research year-end requirements

What's the Status?

New Process for Closing Research Projects – PEOPLESOFT version 8.9

The recent upgrades to PeopleSoft version 8.4 and version 8.9 have necessitated a change to the manner in which Projects in PeopleSoft are closed upon reaching their end date.

PeopleSoft Projects now have a new status field that can control the processing of revenues and expenditures, as well as allowing for the close out of the Project.

The additional status field, called the Project Status, is now used to close Projects, preventing the further processing of revenues and expenditures, and will also determine the "Active" or "Inactive" status of Projects. This process will continue to run 10 days after the Project End Date has been reached and IBM will continue to issue a bulletin indicating when the process will be run.

If you have any questions, contact your faculty's Research Facilitation Office (RFO) as your first point of contact for assistance, or contact the Research Services Office directly.

For details on the new process and procedures, click on the link below.

^back to TOC

>> details of new process to close research Projects

Centres, U are the APPOL of my eye

Policy changes for U of A and affiliated centres and institutes

The policy affecting centres and institutes (both U of A and affiliated) has been retooled and posted to UAPPOL. For normal U of A centres and institutes, the policy is unchanged, with the following exceptions:

centres and institutes must now send annual reports to the dean and the provost
new proposals must include a clause that considers the possibility of eventual wind down.

If you have any questions, you can contact Art Quinney or Von Whiting in the Provost's office.

^back to TOC

>> UAPPOL Policy on Centres and Institutes

Cleared for take off

University Fleet Safety program

The University Vehicle Pool is also available to assist your research team by providing rental vehicles best suited to your research purposes.

Additional commercial rental insurance information, defensive driving course information, driver evaluations and authorization FAQs can be found on the University Fleet Safety's U Drive Safe website.

Evaluations can be booked through the Fleet Safety Officer or contact Kenji Kinoshita.

^back to TOC

eTRAINING

Finance Learning Initiative eTRAC courses

The Finance Learning Initiative is offering "eTRAC for administrators and researchers".

These courses provide an overview of financial management practices and related business processes at the University of Alberta as they relate to research administration. The courses also provide instruction on how to log in, navigate, inquire and print financial reports in eTRAC (electronic Tracking of Research Awards and Contracts).

There is still space available in the following Finance Learning Initiative eTRAC training courses:

eTRAC for Researchers
March 26, 2007
eTRAC for Administrators
May 11, 2007
eTRAC Web Course
online modules

Visit the Finance Learning Initiative for more information and to register, or contact your Faculty's Research Facilitation Office to book a one-on-one eTRAC training session.

^back to TOC

Research FUNDamentals

Subscribe | Unsubscribe | Printer friendly | Send this to a friend

www.rso.ualberta.ca
Research Services Office
Research Services Office | University of Alberta | 222 Campus Tower | Edmonton, AB T6G 2E1

This email was created and delivered using MyMailout