[Physstaff] FW: FMS: Training and Year End Arrangements

[Kirsten Munro]

Just a reminder of what's coming up, in particular note the end of year financial arrangements.

Thanks

Kirsten

From: acaheads-bounces at lists.strath.ac.uk<mailto:acaheads-bounces at lists.strath.ac.uk> [mailto:acaheads-bounces at lists.strath.ac.uk] On Behalf Of Hugh Darby
Sent: 16 July 2015 16:39
To: 'acaheads at lists.strath.ac.uk'; 'directors at lists.strath.ac.uk'
Cc: Gayle Wilson; Catherine Court; 'deans at lists.strath.ac.uk'; Bronagh Dallat; Lorna Dougall
Subject: [acaheads] FMS: Training and Year End Arrangements

Dear Heads and Directors

As we progress towards the go-live of the new Finance system, FMS, on 10 August, I wanted to highlight a couple of key areas.


Training

Delivery of classroom-based FMS training has now begun, with many staff already booked on courses.  Thank you for your support in facilitating their attendance.  We are monitoring uptake on the courses, which are currently scheduled until mid-August, and we will schedule further deliveries as required to ensure users have sufficient opportunity to attend.

We are keen to ensure that all staff are aware of the roles they will be undertaking on FMS and the training available to them in relation to those roles.  Through the account mapping and information gathering exercise, we have been agreeing which FMS roles apply to your Department's staff.  To help ensure staff attend the right courses for them, we would encourage staff with the roles noted below to attend the relevant courses:

Role / Authority

Course

Journals and Virements

Journals and Budget Transfers (Virements)<https://bookings.strath.ac.uk/courseDetails.asp?course=javw>

Sales Orders

Customers and Sales<https://bookings.strath.ac.uk/courseDetails.asp?course=scsi>

New Suppliers

Suppliers and Purchases <https://bookings.strath.ac.uk/courseDetails.asp?course=pppr>

Goods Receipt

Suppliers and Purchases <https://bookings.strath.ac.uk/courseDetails.asp?course=pppr>

Fast Track

Suppliers and Purchases <https://bookings.strath.ac.uk/courseDetails.asp?course=pppr>

Create sub project

Managing Projects and Sub Projects<https://bookings.strath.ac.uk/courseDetails.asp?course=rrwb>


The Training Team have noted that a small number of staff are attending courses that relate to roles that they do not appear to have been allocated during the information gathering exercise.  While staff are absolutely welcome to attend any of the courses to give them a fuller understanding of how the new financial processes will work, we are keen to avoid inadvertently setting expectations about staff members' roles on the new system.

I would therefore be grateful, if you have not already done so, if you could communicate to your staff their roles on FMS so they understand what activities they will be expected to perform on FMS, and also assist in ensuring staff undertake the appropriate training for their role.

Please note that online training resources continue to be developed to support the classroom-based training, and also to cover areas where classroom-based training would not be necessary or practical (such as approving transactions and claiming expenses).  Some material is already available through the FMS Knowledge Hub<http://www.strath.ac.uk/finance/generalinformation/fmslandingpage/> and the FMS training portal<https://moss.strath.ac.uk/developmentandtraining/FMS/Pages/Home.aspx>.  We will communicate through the Weekly Digest when additional resources are made available.


Year end arrangements

Details of the processing arrangements for the forthcoming year end<http://www.strath.ac.uk/finance/generalinformation/yearendprocessing/>, including the transition to FMS, have been publicised in the Weekly Digest and also directly emailed to Finance Forum members and Purchasing Coordinators.

I would be grateful if you could ensure that staff within your Department are aware of the arrangements in relation to the year end transition, to help support as smooth a transition as possible.


Your continued support for this key University-wide change is much appreciated.

Kind regards

Hugh



Hugh Darby
Financial Controller
University of Strathclyde
16 Richmond Street
Glasgow
G1 1XQ

Tel:     0141 548 2421
Email: hugh.darby at strath.ac.uk<mailto:hugh.darby at strath.ac.uk>

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