This page brings together information and resources to help the UW research community navigate the July 2023 transition to Workday Finance.<\/p>\n
Recently updated or released:<\/strong><\/p>\n Refer to <\/i>Page Revisions<\/a><\/i> for more details.<\/i><\/p>\n Refer to the “What tools and resources are available for award data and reporting?” FAQ<\/a> for a full list of resources. Attend Enterprise Reporting & Analytics (ERA) office hours<\/a> for reporting assistance.<\/p>\n New! The following Workday reports are now available:<\/p>\n Read more about these Workday reports<\/a>.<\/p>\n BI Portal<\/strong><\/p>\n Dashboards<\/strong><\/p>\n ORIS RAD Group Reports<\/strong><\/p>\n Additional Resources<\/strong><\/p>\n The Grant Spend Verification report<\/strong><\/a> displays expenses by grant and fiscal period. It is the first step in a process that ensures centralized compliance for grant spend verification. After generating the report, it is reviewed in DocuSign, and then stored in DocFinity<\/a> for its retention period. Find instructions here<\/a> and send questions to datagrp@uw.edu<\/a>.<\/p>\n Embedded Workday reports<\/strong><\/a> are now available for viewing relevant worktag data in one place.<\/p>\n Explore\u00a0Workday Navigation Tips<\/strong><\/a> for best practices on navigating Workday.<\/p>\n Review GCA’s Recommended Reports<\/strong><\/a> for a list of Workday and BI Portal reports that GCA recommends to campus users.<\/p>\n Refer to the following pages for information about Award volume:<\/span><\/p>\n When you encounter problems with Workday Finance, or other integrated systems, please refer to the following guidance:<\/span><\/p>\n If you experience delays in getting the support you need, or for other pressing matters, r<\/span>efer to central office urgent request processes:<\/p>\n If your project is at risk of losing funding, collaborators, or vendors, refer to the “How do I escalate an urgent sponsored research problem?”<\/a> FAQ for a step-by-step escalation process.<\/p>\n Live events are great opportunities to ask questions and get help from experts.<\/span><\/p>\n\n
\nContents<\/h2>\n
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\nAward Data & Reporting<\/strong><\/h2>\n
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\nWeekly Volume<\/b><\/h2>\n
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\nEscalating Problems & Getting Help<\/h2>\n
Troubleshooting<\/strong><\/h3>\n
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Urgent Requests\u00a0<\/strong><\/h3>\n
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Escalation Process<\/strong><\/h3>\n
Attend Meetings, <\/strong>Office Hours, <\/strong>and Forums<\/strong><\/h3>\n