Tap into EFS Resources

Do you have questions about the new financial system? Curious about the meaning of the term “tree,” “requirement,” or “fit/gap”? You’ve come to the right place. We're continually updating this resources section to help you stay as well-informed as possible.

• UMConnect (formerly Breeze) Recordings of EFS Presentations
  
  
  
• Downloads
  
  
  
• Faculty Fact Sheet
  
  
  
• General Financial System Information
  
  
  
• FAQs
  
  
  • Budgets
    
    
  • COA
    
    
  • Expenses
    
    
  • General
    
    
  • Imaging (this link will take you to the EAD Imaging Web site)
    
    
  • Organizational Design and Clustering
    
    
  • Reporting
    
    
  • Requisitions and Receiving
    
    
  • Training and Competencies
    
    
  • Workflow and Approvals
    
    
    
• Glossaries
  
  
  • Change Management and Organizational Design Terms
    
    
  • Chart of Account Terms
    
    
  • PeopleSoft Terms
    
    
  • Technical Terms
    
    
    
• Links
  
  
  
• Phase 1 Archive
  
  
  
• Printing Needs for Purchasing
  
  
  
• Question of the Week Archive
  
  
  
• Questions and Answers
  
  
  • March 13, 2008, Training Online Chat Session Q&As (pdf)
    
    
  • January 25, 2008, Training Online Chat Session Q&As (pdf)
    
    
  • December 19, 2007, Training Online Chat Session Q&As (pdf)
    
    
  • December 12, 2007, Training Online Chat Session Q&As (pdf)
    
    
  • October 2007 Training Online Chat Session Q&As (pdf)
    
    
    
• RRC Resources
  
  
  • RRC Timeline of EFS Deliverables (9-18-07; pdf)
    
    
  • Approvals Matrix (from meeting on 10-17-07; pdf)
    
    
  • Workflow and Approvals Presentation (from meeting on 10-17-07; pdf)
    
    
  • Ship-To Locations Presentation (from meeting on 10-17-07; pdf)
    
    
  • Workflow and Approval Routing Processes grid (12-26-07; pdf)
    
    
  • Updated Workflow and Approval FAQs (12-7-07; html page)
    
    
    
• System Requirements
  
  
  • PeopleSoft Hardware/Software/Browser Requirements
    
    
  • Online Training and Assessments Hardware/Software/Browser Requirements
    
    
  • Imaging Hardware/Software/Browser Requirements