Transcript E-reports Sept 2010

E-Reports
Overview September 2010
Agenda
1.
2.
3.
4.
5.
6.
7.
8.
9.
What are e-reports?
How do I get connected?
Application for E-report Access.
Implementation timetable.
End users, do they have access?
Demonstration of e-reports.
What else can I do with e-reports?
Contacts.
Questions?
What are E-reports ?
E-Reports
 Presently The FAS AM090 and AM091 (monthly summary and
detail statements) are sent via paper for 10,000 accounts to more
than 1000 users every month. This translates to 17 boxes of 500
sheets of 8.5 x 14 green lined paper 12 + times a year ! (plus the
time to sort, distribute)
 To support UTS green initiatives and practices FAS Month End
reports (AM090 & AM091) will only be available online via Ereports.
 E-reports is an online repository of reports
https://adweb.cis.mcmaster.ca/CIS/FASreports.
 Everyone who currently receives paper reports will now
receive them in the electronic format. – For Research accounts held
in ledger 8, Principal Investigators will also be automatically given
E-Report access to their respective Research Accounts.
Getting Connected to E-reports
Here is how it is going to work:
 Currently all operating FAS account holders
receive an automated e-mail message advising
that their new month-end reports are ready for
viewing and will include a link to the web site:
https://adweb.cis.mcmaster.ca/CIS/FASreports.
You will log in with your Mac ID and password to
get access to reports that are produced in the
Excel format.
 Online reports will be available immediately
following the processing of month-end.
Application for E-report Access
For Operating accounts,
Financial Services Web Page
http://www.mcmaster.ca/bms/BMS_
Financial_Services.htm
On the right hand side of the page, select :
Resources
What’s New
Training/Workshops
Forms & Documents Rates and Fees
Policies, Procedures & Guidelines
Schedules
Financial Systems Access
Contacts
Application for E-report Access
Financial Applications
Cheque Requisitions
Labour Distribution
Journal Entries
FAS Account Viewing Access
FAS E-Reports (AM090/091)
FAS E-Reports (AM090/091) 
Labour Distribution
SAS FM
Application for E-report Access
Application for E-report Access
For Research Accounts held in the 8 Ledger
 Automatic access will be given to those who
currently have on-screen access to FAS in
addition to the Account Holder (typically the
Principal Investigator)
 E-Report access for new Research accounts will
be initially granted for those individuals listed on
the HRS Checklist/Account Request form filled
out when opening a new research account. The
form can be found at
http://fhs.mcmaster.ca/healthresearch/administr
ation_forms.html
Application for E-report Access
Health Research Services (HRS)
HRS Checklist / Account Request
Available for download from HRS web site: http://fhs.mcmaster.ca/healthresearch/
ALL SECTIONS MUST BE COMPLETED OR FORM WILL BE RETURNED
Finance:
(For Office Use) Account #:
(For Office Use) HRS #:
Date:
Grantee (Must have Faculty Appointment)
Name:
Position:
McMaster Department:
McMaster Employee #
Address/Phone & Email:
Sponsor (Grantor) Name:
(For Training Awards only)
Name of Trainee:
Position:
Address/Phone & Email:
(Note: Accounts will be opened in supervisor’s name only)
Sponsor Award Number (if available):
TYPE OF GRANT (Check ONE only)
 Team
Research:
 New
 Renewal
 Resubmission
 Letter of Intent
 RFA Special Initiatives
Education:
 New
 Renewal
 Resubmission
 Letter of Intent
 RFA Special Initiatives
Clinical Trial:
 New
 Renewal
 Resubmission
Personnel:
 New Investigator
 Postdoctoral Fellowship
 Doctoral Award
 Scholarship
 Studentship
 Other:_________________________________________________________
Other:
 Internally Sponsored Research Account (2 or 7 acct)
 Transfer from HHS/SJH
 Transfer from Existing 8-Account
Application for E-report Access
ACCOUNT SIGNING AUTHORITY DELEGATION:
The originator (account holder or delegate) of electronic transactions is responsible for ensuring that the required
supporting documentation is readily available for internal and external audit. In addition, I hereby grant the following
people signing authority on my account. Any change in account signing authority will be authorized by me in writing or email, and sent to the applicable Research Finance Office for action.
Other Signing Authorities:
Name:
Name:
Name:
Employee #:
Employee #:
Employee #:
Campus Address:
Campus Address:
Campus Address:
E-REPORT DISTRIBUTION:
In addition to the Individuals granted Signing Authority above, the following individuals should be granted access to the EReports related to the Research Account. Access to E-Reports is being given only for review and monitoring purposes.
Employee #
Last Name
First Name
MAC ID
Application for E-report Access

For existing Research Accounts if there are
additional individuals to whom access to
E-Reports should be given, please have
Account Holder fill in the E-Report Access
permission form found at:
http://fhs.mcmaster.ca/healthresearch/ad
ministration_forms.html

For current Research accounts if there are
additional individuals to those who have
been given automatic E-Report access,
please have the Account Holder fill out the
following E-Report permission form. This
can be found at
http://fhs.mcmaster.ca/healthresearch/ad
ministration_forms.html:
Application for E-report Access

The database of Users who have access to EReports for Research Accounts only will be
administered by the FHS Research Finance Office
and not UTS. Forward any permission forms for
E-Report Access on Research accounts to FHS
Research Finance Office HSC 1B7 For nonresearch accounts, this function will remain with
UTS.
Implementation Timetable
Introduction to e-Reports September 2010
 Access given to all users – September to
December 2010


***DECEMBER 31, 2010**** , paperless
reporting !
End Users and Access



Where are they located and do they have access
to the website
Do they have Mac ID ? – Individual must have a
MAC ID before access to E-Reports can be given,
however they do not need to be a MAC Employee
to be given a MACID. Application for a MAC ID
can be found at
http://www.mcmaster.ca/uts/email_accounts/ma
cid.html
Technical Support and Testing will been provided
going forward
E-Reports Demonstration
E-Reports Demonstration
What Else Can I do with E-Reports?
Email statements to users
 Attach statements to reports
 Extract and manipulate data
 Electronic filing system-ten years of data

Contacts
E-Reports
https://adweb.cis.mcmaster.ca/CIS/FASreports
 UTS: [email protected]
 CSU: [email protected]
 FHS Finance :
Kathleen Blackwood : [email protected] ext 22663
Donna Walker: [email protected] ext. 22107
 Central Finance, System Access:
[email protected]

QUESTIONS?