Research

Proposals Basic Structure

• Proposal Structure: Business Unit, Proposal, Proposal Project
• Grants Business Units
• Contracts Business Units
• Project Costing Business Units

Proposal Creation

• Proposal Versions & Statuses
• PI's
• Sponsors
• Proposal Projects
• Proposal Budgets
• Resources
• Certifications
• Reports
• Attachments
• Locations
• Components
• Key Words
• Protocols, Attributes, Minorities, Trainees

Proposal Departments

• Departments, Addresses, Attributes

Proposal Institutions

• Institution Types
• Audit Types
• Certification Types

Proposal Sponsors

• Sponsor Types
• Sponsor Levels
• Sponsor Program Types
• Sponsor Guidelines

Proposal Professionals

• Honors & Awards
• Membership Information
• Publication Information

Proposal Professionals

• Honors & Awards
• Membership Information
• Publication Information

Proposal Other Business Rules

• Keywords
• Award Purposes
• Resource Types
• Components

Proposal Milestones

• Types
• Codes
• Statuses
• Notifications

Proposal Budgets

• Budget Id's
• Budget Types
• Budget Items
• Proposal Types/Products

Proposal Security

• Proposal Preparation by Department

Project & Activity Structure

• Pre-Award Post Award Structure
• Project Structure
• Activity Structure
• Project Types
• Activity Types

Project & Activity and COA

• Interdependency on Chart of Accounts design

Negotiating and Generating an Award

• Negotiations
• Award Generation
• Communications with recruits

Award Profile

• Award
• Funding
• Resources
• Certifications
• Terms
• Milestones
• Funding Inquiry
• Additional Information
• Keywords
• Award Modifications
• Notepad
• Attribute
• Department Credit
• Protocols

Project Set Up

• Project General Information
• Project Statuses
• Project Department & Contact
• Project Manager
• location
• Phases
• Approvals
• Justifications
• User fields
• Rates
• Attachments
• Project Valuation

Project Budgets

• Project Budgets
• Control vs. Track
• Project Teams

Activity Set Up

• Activity General Information
• Activity Definition
• Activity Locations
• Quality
• Rates
• User fields
• Rates
• Attachments

Overhead

Rate Sets & Rate Plans

• Rate Sets
• Rate Plans

Allocations

• Allocations  Types

Contracts

Contract Basics

• Statuses
• Types
• Rev & Bill Plan templates
• Hold Reasons
• Legal Entities
• Milestones
• Revenue Reconciliation Options
• Emails
• Products

Revenue Plans

• Amount based
• As Incurred
• Prepaid

Billing Plans

• Amount based
• As Incurred
• Prepaids

Accounting Rules

• Project Accounting Rules

HR Integration

• Pre-Award/Post Award

Project Costing/Payroll Integration

Project Costing /General Ledger Integration

• General Ledger Integration

Project Costing /Contracts

• Project Costing /Contracts

Project Costing /Billing/AR

• Project Costing /Billing/AR

Project Costing /AP

Project Costing /PO

• Project Costing /PO

Contracts/Billing/AR integration

• Contracts/Billing/AR integration

Project Costing /Commitment Control

• Project Costing /Commitment Control

Research Reporting

• Internal Reporting
• External Reporting

Finance

General Ledger

Chart of Account Structure

• Organization Model Understanding
• COA design Principles
• COA structure
• Fund Accounting
• Standardization and Naming Convention
• External COA mapping (where applicable)
• COA integration requirements

Journal Processing

• Journal Entries /Online and Upload
• GL Security
• Journal Workflow
• Allocations
• Reversals
• Intra-Unit Processing
• Closing

Commitment Control

• Encumbrance Accounting
• Commitment Control ledgers
• Budget Close

Financial Reporting

• Management Reporting
• Regulatory Reporting
• Inquiry/Reporting/Queries
• Data Validation Controls

Integration (Inbound/Outbound)

• Inbound Journals
• Sub-Ledger Journals
• Outbound Journals
• Journal generator processing

Financial Data Conversion

• Financial Conversion Strategy
• COA Mapping Approach and Controls
• Conversion Validation

Purchasing 

Vendor Management

• Vendor Maintenance
• Vendor Data Conversion
• Vendor Approval framework

Purchasing Control Data

• Ship to Locations
• Requestors/Buyers setup
• Item Categories
• Procurement Defaults
• Contracts

Req/Purchasing Process

• Req creation process
• Procurement Approval framework and rules
• Purchase order creation and close
• Receipting
• PO Reconciliation

Purchasing Workflow

• Workflow Rules
• Procurement guidelines

 Payables

Payables structure

• Payables Business Units
• Payables default structures
• Payables -VAT/Tax Calculations

Vendor Setup

• Vendor Setup
• Vendor Inactivation Process
• Employee/Student Payment setup
• Vendor Conversion

Voucher Processing

• Invoice Processing
• Voucher Control Group Setups
• Voucher Accrual Processing
• Voucher-Invoice Interfaces
• Voucher-Closing
• Voucher-Inquiry and Aging Process

Payment Processing

• Payment Methods
• Manual Cheque processing
• Paycycle Processing
• Escheatment Process
• Bank Rec Process

 Cash Management

Cash Management

• Transfers Settlements
• Cash Position
• Investment Pools
• Bank Reconciliation
• Accounting & Cash Admin
• Reports
• Interface and Integration
• Approvals and Workflow

 AR/BI

Quote to Cash

• Customer Overview
• Creating Bills
• Processing Bills
• Pending Items
• Payments
• Reporting
• Refunds
• Direct Journals
• Interface and Integration
• Approvals and Workflow

 

Project Costing

Project Accounting

• Project ID Structure
• Project Control framework
• Project Accounting Attributes
• Interface and Integration
• Approvals and Workflow
• Project Inquiry/Reporting

Research Finance

General Ledger

• Chart of Account Structure
• Journal Processing
• Commitment Control
• Financial Reporting
• Integration (Inbound/Outbound)
• Financial Data Conversion

Purchasing

• Vendor Management
• Purchasing Control Data
• Req/Purchasing Process/Workflow

Payables

• Payables structure
• Vendor Setup
• Voucher Processing
• Payment Processing

Cash Management

• Cash Management

AR/BI

• Quote to Cash

Project Costing

• Project Accounting

Research Awards

• Pre-Award
• Project & Activity Structure
• Awards
• Project & Activity /Budget teams Set Up
• Overhead
• Contracts
• Amendments/Project CloseOut
• Integration
• Research Reporting

Student Administration

Campus Community

Person Data (Bio Demo Data)

• Student ID numbers
• Addresses
• Names
• Phone information
• Email addresses
• Residency and Citizenship

Non-Core Bio Demo, and Holds

• Emergency Contacts
• Decedent data
• Accommodation and Health Information
• Extracurricular activities and recreation
• Athletic Participation
• External Organizations (Schools, Sponsors, Corporate Partners)
• Holds (Service impacts)

Privacy

(including PIPEDA, R.S.Q., chapter A-2.1, FIPPA)

• Access to information

Integration with external systems

• Personal Data Integration (Other Systems)
• Affiliations (Relationship with Institution)

Advocacy and Support Services

• Centre for Native Education
  
• Access Centre for Students with Disabilities
  
• International Students Office
  

Data Conversion

• Bio / Demo Data
• Residency
• Communications
• Comments
• Service Indicators
• Organizations
• External Ids

Academic Structure

Academic Structure

• Campuses, Locations, Buildings, Facilities
• Careers (Grade, UGRD, etc.)
• Faculties, Departments, Schools
• Programs, Degrees
• Majors, Minors, Certificates, Specializations, Concentrations
• Organizing students
• Instructor/Advisors

Term and Calendar

• Academic Year, Terms, Sessions
• Academic Calendars
• Level and Load Rules
• Student Types - Full-time, Part-time, International, Distance, etc.
• Grading Schemes

Academic Structure Review

• Review of Academic Structure “skeleton”
• Discuss impacts on other modules

Recruiting

Recruiting

• Types/numbers of students recruited annually
• Methods used to recruit/track potential students
• Communications with recruits
• Recruiters
• Tracking recruits through admissions processes
• Reporting on recruits/recruiting efforts
• Managing Recruiters

Data Conversion (Recruitment)

• Current prospects
• Recruiters

Admissions

Applications

• Discovery Session (Review Current process, 'tour' of documentum and Admissions System)

Applications

• Overview of Admissions agencies activities
• Online Applications
• Application Centers
• Paper/Telephone Applications
• Quebec Central Admissions (Integration)

Evaluation and Admissions decisions

• Application Evaluation
• Test Scores
• References / Resumes / Portfolios / etc.
• Tracking Missing Information
• Transfer Student processing
• Admissions decisions
• Wait-listing for Admission

Communications

• Communications with applicants and admitted/denied/waitlisted students
• Letters / Email / Phone / Other

Self-Service, Reporting, and Orientation

• Admissions Self Service
• Admissions Reporting requirements
• External Systems (ex. Housing)
• Admitted student financial award recommendations

Data Conversion

• Applications
• Previous Education
• Test Scores

Transfer Credit

Transfer Credit

• External schools
• External subjects, courses
• External transcripts
• Transfer credit rules
• Transfer process timing
• Self Service (and Self declare)

Data Conversion

• External schools
• External subjects, courses
• External transcripts
• Transfer credit rules
• Transfer process timing
• Self Service (and Self declare)

Student Records

Scheduling

• Course Catalog
  • Maintaining Courses
  • Review/modify existing curriculum
  • Create new curriculum
  • Reports
• Class Scheduling
  • Schedule class sections
  • Components
  • Self-paced/Online
  • Define requisites/reserves
  • Assign facilities
  • Assign instructors
  • Learning Management Systems (Moodle, Blackboard, etc.)
• Instructors
  • Workload
  • Department/subject assignment
• Facilities
  • Scheduling
  • Resources
  • Events
  • Third Party Scheduling software
• Exams
  • Scheduling
  • Common exam period
  • Third Party Scheduling software

Enrollment

• Enroll students
• • Web enrolment
  • Block enrolment
  • Appointments
  • Load calculation
  • Pre-requisite checking
  • Repeated courses
  • Enrolment Restrictions
  • Permissions
  • Overrides
  • Audit
  • Student Exchange
  • Non-institution students
  • Class Rosters
  • Work study and Co-op
  • Learning Management Systems (Blackboard, Moodle, etc.)
  • Communications
  • Reports
• Class enrollment changes
• • Add/Drop period
  • Refunds
  • Withdrawals
  • Program changes
  • Change in load

School of Extended Learning

• The Centre for Continuing Education
• Credit courses & certificates

Enrollment (Graduate)

• Graduate student lifecycle
  
• Intricacies of Graduate level enrollment processing
  

Assessment

• Attendance
• Grading
• Assignments
• Non-coursework
• Approval
• Mid-term/Final
• Incomplete grades
• Grade Lapse
• Grade Rosters
• Transcripts
• Communications
• Reports

Academic Progression

• Academic level
• Academic standing
• Declaration of major
• GPA calculation
• Class rank
• Repeated courses
• Communications
• Reports
• Re-admission

Graduation

• Applying for graduation
• Degrees
• Convocation
• Alumni
• Communications
• Reports

Data Conversion

• Enrollments
• Course Catalog
• Schedule of Classes

Transcripts

• Transcript Requests
• Transcript content

Student Center

• Student Centre
• My Advisor
• My Academic Requirements
• My Planner
• What-if Report

Academic Advising

Academic Advising

• Setup
• Academic Requirements
• Program Guide Requirements
• Student Advisement
  • Request Advisement Report
  • Substitutions
  • Exceptions
• Advisement Processes
• Advisement Reports
• Summaries
• Instructor/Advisor
• Student Advisor
• Summaries
• Instructor/Advisor
• Student Advisor

Self-Service

• Self Service
• Advisor Centre

Data Conversion

• Advisor Notes
• Exceptions/Substitutions/Agreements

Student Financials

Orientation / General Structure / Accounting Structure /Students Accounts / Tax Reporting

• Accounting Structure - Chart of Accounts
• Campus Solutions as a Receivables System
• Tracking Revenue / Revenue Splitting
• A/R and Deferred Revenue Accounts
• Integration with Financial System (GL)

• Student Accounts - Structure / View / Student View / Detail
• Self Service (Account view / Make a payment / Request information)

• Tax Reporting - T2202A / Online Options / T4A process

• Reporting - Trial Balance and Aging Report
• Interfaces and Electronic Data Loads (Incoming and Outgoing files / Third Party Systems)

Tuition and Fee calculation / Entering Receivables

• Fee Calculation - Course, Class, Program, Institution Fees / Triggers / Timing / Overrides / Rules / Waivers

• Mandatory, Optional, Miscellaneous Fees - Health Fees / Parking / Drop and Withdrawal Fees / Transcript Fees / Late Fees / Other

• Receivable Maintenance - Adjustments / Reversals

Payment Processing / Cashiering / Payment Plans and Third Party Contracts (Sponsors)

• Cashiering - Tenders / Cash Office / Registers / Cashier Setup / Voids / Balancing Registers
• Self Service Credit Card Payments other web payments 
• Interfaces

• Payment Plans - Setup / Assign / Student Account Impacts / Receivables / Self-Service
• Deferral Contracts

• Third Party (Sponsorship) Contracts - Organization Setup / Create / Assign / Cancel
• Organization and Student Accounts (Transferring receivables)
• Billing for Corporations / Sponsors

Refunds

• Integration with A/P (Cheque Processing)
• Credit Card Refunding / Cheque Refunding / Information of Voucher / Financial Aid Cheques
• Refunding Rules and Restrictions

Billing / Account Statements

• Student Invoice - Layouts / Automation / Information on Bills / Bill Generation and Print

• Student Account Statements - Layouts / Online options / Information on Statements / Statement Generation

Collections

• Collections - Collectors / Collection Criteria / Collection Agencies
• Students in Collections (impacts)
• Communications with students in Collections
• Write-Offs

Data Conversion

• Open balances and account details
• Service Indicators (Holds)
• T2202A or T4A tax data
• Invoice amounts

Financial Aid

Financial Aid Structure

• Financial Aid Office Structure
• Key Time lines/Deadlines
• Business Cycle

Needs Analysis

• Government Student Aid (Data Loads, Scholarships, Government Assistance Programs, etc.)
• Bursaries (Application Process, Bursary groupings - undergraduate, graduate, part-time, etc.)
• Scholarships (Criteria/Eligibility, Groupings - entrance awards, undergraduate, graduate, etc.)
• Budgeting process (individual, batch, adjustments)

Awards

• Types of awards (bursaries, scholarships, etc...)
• Discuss Criteria for Awarding and Process
• Early Awarding
• Awarding process (individual, batch, manual, auto)
• Anticipated Aid
• External Awards

Disbursements and Satisfactory Academic Progression (SAP)

• Disbursement process (individual, batch, timing)
• Disbursement terms and splits
• Disbursement rules (hold if withdrawn, etc.)
• SAP process (manual, auto)
• Work Study

Self-Service, Reporting, Security

• Self Service
• Reports
• Security
• Automated workflow

3C's and Taxes

• T4A
• Comments & Checklists
• FA notification (manual, auto, letters, emails, etc.)

Data Conversion

• Awards
• Notes
• Financials GL Information
• Conversion timing considerations

Government Reporting and Other

Government Reporting

• Legislation
• Reports
• Data flow

Integration

• Inbound interfaces
• Outbound Interfaces

Human Resources

Core HR

• Base HR
• Workforce Administration
• Salary Admin & Compensation
• Seniority & Svc
• Position Management
• Certifications
• HR Reports/Interfaces

Benefits

• Base Benefits Setup
• Benefits Plans
• Benefits Enrollment
• Open Enrollment - Annual Enrollment
• Eligibility & Event Rules
• Remittance
• Retro Benefits
• Dependents & Beneficiaries
• Employee Benefits Data
• Leaves Processing
• Pension Processing
• Benefits Billing
• eBenefits
• BEN Reports/Interfaces

Time and Labor

• TL Setup/Common Definitions
• Employee Groups
• Time Periods
• Time Reporting
• Rules & Grouping
• Schedules
• Task Elements
• Task Configuration
• Validation Criteria
• Time Collection Devices
• Manage Time Reporters
• Work Schedule Assignments
• Compensatory Plans
• Report Time
• View Time
• Approve Time
• Manage Exceptions
• Manage Attendance
• Integration (Projects/Payroll)
• TL Reports/Interfaces

Payroll

• Payroll Setup/Common Definitions
• Payroll Processing
• Retroactive Payroll
• Year-end Processing
• Employee Pay Data
• Payroll Distribution & GL
• Payroll Reports and Interfaces

eCompensation

• Employee and Manager

TAM/Recruiting

• Talent Acquisition Manager
• Talent Acquisition Manager 2
• Candidate Gateway

Succession Planning

• Careers
• Succession Planning

e-Performance

• e-Performance (Performance Appraisals)
• Manage Competencies (PS definition)