ConnectCarolina Newsletter  |  September 2, 2015

Top News in Brief

Please read and share!

New ConnectCarolina Classes Added

New Customer Billing Management Training

Get an ePro Poster!

Pre-Register: ConnectCarolina User Conference

Watch the Video: July Activities Update

Update on Turning off Legacy Systems

Latest Training and Resources

Scroll down for more details!

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ConnectCarolina Classes Added to the Calendar

The ConnectCarolina training schedule was recently filled in through the end of the calendar year.  View the calendar to see all the Finance, HR/Payroll and Reporting classes available.

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New Customer Billing Management (CBM) Training

A new computer-based training, Using the Customer Billing Management (CBM) System, is now available.

This self-paced course describes how billing areas use CBM to charge campus customers and explains the reconciliation timeline. It also covers how to modify current charges, how to create and apply favorite chartfield strings and how to view and change default chartfield strings for your department. A self-paced course is in the works for Bill Presentation as well.

Visit the ConnectCarolina Computer-Based Training site for this and other courses.

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ePro Tips Preview Image

Get an ePro Poster!

Does your office buy from Staples, Fisher Scientific or any of the other catalogs available through ConnectCarolina ePro? Take a look at the resources on this page—they could save you a little time and make your orders go more smoothly.

Plus, find a cool new ePro Tips poster that you can order (for free) for your office!

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Pre-Register for the User Conference Scheduled for Oct. 21

By users, for users.  The ConnectCarolina/InfoPorte User Conference is a free, one-day event that provides an opportunity for you to learn how to get the most out of ConnectCarolina and InfoPorte.  Participants will:

• Discover tips and tricks for becoming more productive and efficient

• Find out how to use other tools (like Excel) to do more with your data

• Share your knowledge with colleagues and learn from their experiences

Registration will be required (but is not yet available).  Go to the User Conference page to sign up for a reminder when conference registration opens.

Tell Us What You'd Like to See at the User Conference!

What topics would you like to see covered at the ConnectCarolina/InfoPorte User Conference?  Fill out this quick survey to help us make sure that the User Conference is packed with useful, informative sessions that will benefit you.

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July Activities Update Video

The ConnectCarolina/InfoPorte team and the Finance and HR/Payroll business owners continue to work hard to address problems and make improvements.  Please take a few minutes to watch this video on July 2015 activities in ConnectCarolina and InfoPorte.

Miss our previous update videos?  Catch up with all the Summer 2015 update videos.

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Update on Turning Off Legacy Systems

A timetable for legacy system transitions and decommissioning has been published here. This table will be updated as new information comes available. 

The Legacy Systems page is your one-stop source for information on the transition of University administrative systems replaced by ConnectCarolina and InfoPorte. Some of these legacy systems have already been turned off and soon, more of these systems will be decommissioned.

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New Tools and Resources

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GradStar Webinar

This webinar covers two new error checks that have been put into the GradStar system, and what you can do to prevent such errors.  GradStar can no longer process entries with errors, which could affect whether recipients receive their awards.

Watch the webinar on YouTube, or download the webinar slides in PPT or PDF.

ePro Tips Page

ePro Tips Page

Do you buy from Staples, Fisher Scientific or any of the other catalogs available through ConnectCarolina ePro? Take a look at the resources on this page—they could save you a little time and make your orders go more smoothly.

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Budgeting Documents for FY 2016

Make sure you check out new budgeting documents that describe business processes, rulesets and budget definitions effective FY 2016.

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Quick Reference for Financial Reporting

Need to know what reports will help you find your budget balances? Or which reports are best to use when reviewing grants?  The Quick Reference to Financial Reporting provides that and more.

BOOKMARK IT!:  Go to the Resources page for documentation, recorded webinars, slideshows, student guides and more helpful information about using ConnectCarolina and InfoPorte.

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How to Request a New Report

Have an idea or need for a new report?  There is a new process in place for making those requests.  View this PDF for the three steps to take to request a new report.

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Grants Management Poster Thumbnail Image

Get a Grants Management Poster

Work in a lab, support researchers or manage grants?  Request a copy of this poster that provides helpful tips for grants management in the current system.

Follow the link to preview the poster and find out how to request your copy.  Copies are free and available to everyone.

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Timing of Transactions From ConnectCarolina to InfoPorte

Important Reminder: Transactions entered in ConnectCarolina appear in InfoPorte the next day, not immediately.  Some transactions -- particularly payroll and some procurement transactions such as canceling a purchase order -- may not be available in InfoPorte until the following Monday (because they are processed over a weekend).

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