Articles
UCF Financials System Upgrade
Over the weekend (May 15 and 16, 2004) there was an upgrade
implemented to UCF Financials. As a result, you will notice
changes to UCF Financials, both in appearance and functionality.
This document is intended to highlight and explain the
significant changes.
Access
- As a reminder, you must use the MyUCF Portal to access
UCF Financials. Also, password changes must be performed
from the portal, rather than from within the Financials
application itself.
New look
- There is a slightly new look to the Financials application.
Enhancements have been made to the signon page, the
menu pagelet, and various icons throughout the system
to make them more visually appealing. Menu items appear
more prominently in the menu pagelet.
Process Monitor
- The Process Monitor
page now has an additional column called Distribution
Status. When you run a process, you will first
see a status of N/A. When the process becomes successful,
this status will change to Posted.
A status of Posted simply
means that your process has been published to the Report
Manager.
Report Manager
- The View link is
no longer available on the Administration
page. To view a report, you can either click the Description
of the desired report, or click the Details
link and then click the report file name.
- New Select All and
Deselect All links now
appear at the bottom of the Administration
page. The purpose of the Select
All link is to select all your reports for deletion
at one time. Simply click the Select
All link and then click the Delete
button to clear your Report
Manager. The purpose of the Deselect
All link is to deselect all reports at one time.
Query
- Previously, to reorder the criteria for a query,
you needed to delete all criteria and redefine the criteria
in the desired order. Now, simply click the Reorder
Criteria button on the Criteria
page and enter the desired order.
- Now you can search for queries and records by using
the either the enhanced Basic
Search function or the new Advanced
Search function. Advanced searches enable you
to narrow your search by entering search strings for
any or all search criteria.
- The Run link in Query
has been replaced by two new columns; Run
to HTML and Run to Excel.
A third new column has been added called Add
to Favorites (see below).
- You can now store your most frequently used queries
in the My Favorite Queries
list. The My Favorite Queries
list will be created automatically when you select the
new, Add to Favorites
link. The My Favorite Queries
list will then automatically display each subsequent
time you use Query.
- The Search By drop-down
menu has expanded to include the following search criteria:
- Access group name
- Description
- Folder name
- Owner
- Query name
- Type
- Uses field name
- Uses record name
- For those users with Query
Manager access, the Search
By drop-down menu has expanded to include the
following search criteria:
- Record name
- Description
- Access group name
- Name of field included
in the record
nVision reports
The Enter Delivery Template
Options link has undergone a name change; it is
now called Scope and Delivery
Templates.
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