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News & Updates

November 2007

New Budget Transfer Approval Feature in CMS Finance

Budget Transfer Approvers:
CMS Finance has modified the Budget Transfer Approval page in CMS in order to help Approvers identify the specific budget transfer request(s) that have been sent to them for approval.  When a budget transfer is pending approval by the Approver, he/she will receive a system-generated email notifying to approve the budget transfer in CMS.  Under this modification, only budget transfers in which the Approver has received an email to approve will display. The Approver will also have the option of displaying all pending budget transfers under his or her authority by checking a new “ALL JRNL’s” checkbox.

New Requisition Approval Feature in CMS Finance

Requisition Approvers:
CMS Finance will be modifying the Requisition Approval page in CMS in order to help Approvers identify the requisitions that have been sent to them for approval.  When a requisition is pending approval by the Approver, he/she will receive a system-generated email notifying to approve the requisition in CMS.  Under this modification, only requisitions in which the Approver has received an email to approve will display. The Approver will also have the option of displaying all pending requisitions under his or her authority by checking a new “ALL Req’s” checkbox.

Both Reference Guides for these new features can be found on the Finance Section of the CMS Training Website.

July 2007

CMS Reports Training – “Retrieving Financial Reports”

CMS Finance is busy finalizing CMS reports so you (the user) will be able to have accurate information available to you once Finance closes the month of July.  In order for this to happen we are postponing reports training to begin August 6 instead of July 25.

CMS Training will notify all users who have enrolled in any reports training classes between July 25 and August 5.  These users will need to re-enroll in a reports training class beginning August 6.  As a reminder, this is not a required class for identified users to receive access to reports.

To register for a training class, sign on to the campus portal and select the “Training” tab. If you do not see the training tab, you may need to add it to your profile. For step-by-step instructions on how to add a tab to your profile and how to register for a training class, see instructions at http://training.fullerton.edu/instructions/.  Please enroll for CMS Reports Training through the “My Required Courses” tab.

If this will be your first time attending any type of CMS access you will be required to view a CMS Basics Online Presentation before enrolling in a training class.

May 2007

Registration for CMS Finance Training is now available!

Identified users are now able to register for any of the following courses:

  • Requisition Data Entry and/or Approval and Inquiry – allows authorized users to enter requisitions and/or approve them in CMS, and view inquiry screens showing the status of their requisitions.
  • Budget Transfer Data Entry and/or Approval and Inquiry – allows authorized users to generate budget transfers and/or approve them at department and budget staff levels, and view inquiry screens on status of transfers.
  • Commitment Data Entry – allows authorized users to track funds and commitments before they are pre-encumbered, encumbered, and/or expensed.
  • Distributed Reports – allows authorized users to access reconciliation reports.

Please remember that CMS Finance is going live on July 1, 2007, and trained users will be able to enter 07/08 requisitions into the new system beginning June 1st. 

February 2007

8.9 Leave Accounting and Positive Pay (LAPP) Overview

CMS HR has upgraded from version 8.0 to 8.9.  In this upgrade you will be exposed to a new look and different navigation.  Those who have access to the Staff Timekeeping functionality through CMS are required to attend a 8.9 Leave Accounting and Positive Pay (LAPP) Overview before April 6, 2007

To reister for the above courses, sign on to the campus portal and select the “Training” tab.  Under the CMS heading, click “Register for Training”.  If you do not see the training tab, you may need to add it to your profile (see instructions Adding a Campus Portal Tab).

See Online Registration Instructions which provide step-by-step instructions on how to register and cancel using the online registration tool.  This guide will assist you in registering for CMS classes via the campus portal.

If you have any questions or require further assistance, please contact cmstraining@fullerton.edu

8.9 Student Worker Training

Staff who currently have access to the Student Worker functionality through CMS are required to attend the 8.9 Student Worker training before April 6, 2007.  If you have not attended Student Worker training by April 6 your access to CMS will be removed.

Some of the new Student Worker features include the ability to track your student’s expected work hours, and expected start/end date.

To register for the above courses, sign on to the campus portal and select the “Training” tab.  Under the CMS heading, click “Register for Training”.  If you do not see the training tab, you may need to add it to your profile (see instructions Adding a Campus Portal Tab).

SeeOnline Registration Instructions which provide step-by-step instructions on how to register and cancel using the online registration tool.  This guide will assist you in registering for CMS classes via the campus portal.

If you have any questions or require further assistance, please contact cmstraining@fullerton.edu

Archived Training News

 
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