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Checklists

Overview:

The page contains checklists that are helpful to the UGA community.  Checklists highlight activities which will need to be completed as part of the transition to the new OneSource systems and ongoing operations.

Name Description Audience
UGA Financial Management System Quick Start Guide This document provides instructions for faculty and staff on steps to complete to get started with the UGA Financial Management System. Faculty and Staff
Approving Transactions Quick Start Guide This document provides instruction on how to use the UGA Financial Management System to approve transaction in your approvals que. Faculty and Staff
Account Codes Quick Reference Guide (Updated 8/16/18) This document provides a list of travel codes, equipment codes, and supplies and expense codes. Faculty and Staff
Travel Instructions This document provides instructions for faculty and staff who may be traveling in Summer 2018 and will need to submit travel
in the UGA Financial Management System  
Faculty and Staff    
Faculty Travel (Without Use of a Delegate) Quick Start Guide This document provides instructions to faculty on how to submit travel authorizations or travel-related expense reports without the assistance of a delegate. Faculty
Faculty Travel (With Use of a Delegate) Quick Start Guide This document provides instructions to faculty who would like to assign a delegate to help create travel authorizations, expense reports, and use the My Wallet feature. Faculty
Travel-Related Expense Types This document provides the description and lists some of the appropriate uses of the expense types offered within the UGA Financial Management System. Faculty and Staff
Non-Travel Expense Types This document provides the description and lists some of the appropriate uses of the expense types offered within the UGA Financial Management System. These expense types are Entertainment, Supplies, and Other. Faculty and Staff
Project Status Report The Project Status Report provides project financial information including budgets, actuals, encumbrances, remaining balances and burn rates. This report is now available for use. Faculty and Staff
Budget Status Report The Budget Status Report is a tool to find departmental budgetary balances and expenditures. Additional enhancements will be made as we collect feedback from users. Faculty and Staff
Queries

The Queries document is intended to help you work with queries in the system.  All employees with "view only" roles can access queries. If you don’t have access to Query Viewer, your supervisor can request access for you. 

Faculty and Staff
Finding Grants Budget Information

This document provides a listing of reporting tools available in the Data Warehouse.

Financial Practitioners
Journal Error Codes Quick Reference Guide

This document explains various status codes when reviewing General Ledgers Journals, Budget Journals, and Budget Transfers.

Faculty and Staff
Common Errors in OneSource Systems

This document explains common errors that users may come across in OneSource systems.

Faculty and Staff
Viewing Transaction Status

This document explains how users can find the status of a transaction (or several transactions for a department) in different ways, depending on a users role in the transaction and the available functionality of the system.

Faculty and Staff
Name Description Audience
Faculty and Staff Checklist

There will be several checklists developed to help provide details on specific steps that will need to be completed in the new system.  These checklists will be available in November 2018.

Faculty and Staff
Faculty and Staff Help Guides

The Training Team has created Help Guides for employees who may not be comfortable or always have access to a computer. These guides can be printed and placed in a location of their choice.

Faculty and Staff
Faculty and Staff Email November 5, 2018 This will outline important information for Faculty and Staff in preparation for the December 2018 transition to OneUSG Connect System. Faculty and Staff
Faculty and Staff Email December 4, 2018 This will outline important information for Faculty and Staff in preparation for the December 2018 transition to OneUSG Connect System. Faculty and Staff
Faculty and Staff Email January 2, 2019 This will outline important information for Faculty and Staff in  January as part of the transition to OneUSG Connect System. Faculty and Staff
Staff Bi-Weekly Email January 3, 2019 This will outline important information for staff paid bi-weekly as part of the transition to OneUSG Connect System. Staff (Bi-Weekly)
Staff Monthly Email January 10, 2019 This will outline important information for staff paid monthly as part of the transition to OneUSG Connect System. Staff (Monthly)
Faculty Email January 10, 2019 This will outline important information for staff paid monthly as part of the transition to OneUSG Connect System. Faculty
Name Description Audience
October 4, 2018: Go-Live Communication #1 This is a list of items to help prepare for the
December 16, 2018 transition to the OneUSG Connect System.
Project Coordinators
October 29, 2018: Go-Live Communication #2 This is a list of items to help prepare for the
December 16, 2018 transition to the OneUSG Connect System.
Project Coordinators
November 26, 2018: Go-Live Communication #3 This is a list of items to help prepare for the
December 16, 2018 transition to the OneUSG Connect System.
Project Coordinators
December 10, 2018: Go-Live Communication #4 This is a list of items to help prepare for the
December 16, 2018 transition to the OneUSG Connect System.
Project Coordinators
December 13, 2018: Go-Live Communication #5

Additional Details
Known Issues
This is a list of items to help prepare for the
December 16, 2018 transition to the OneUSG Connect System.
Project Coordinators
December 17, 2018:   Go-Live Communication #6 *Note:  A communication will not be distributed to project coordinators on December 17.  Please see the December 10, 2018 Project Coordinator email for additional information. Project Coordinators
December 31, 2018:   Go-Live Communication #7 *Note:  A communication will not be distributed to project coordinators on December 31.  Please see the December 10, 2018 Project Coordinator email for additional information. Project Coordinators
Name Description Audience
Project Coordinator Planning Checklist

This document contains high level planning activities
for project coordinators.

Project Coordinators
April 4, 2018: Financial Go-Live Communication #1

This is a list of items to help prepare for the
July 1, 2018 Go-Live of the UGA Financial Management System.

Project Coordinators
May 8, 2018: Financial Go-Live Communication #2

This is a list of items to help prepare for the
July 1, 2018 Go-Live of the UGA Financial Management System.

Project Coordinators
June 6, 2018: Financial Go-Live Communication #3 This is a list of items to help prepare for the
July 1, 2018 Go-Live of the UGA Financial Management System.
Project Coordinators
June 18, 2018: Financial Go-Live Communication #4 This is a list of items to help prepare for the
July 1, 2018 Go-Live of the UGA Financial Management System.
Project Coordinators
June 29, 2018: Financial Go-Live Communication #5 This is a list of items to help prepare for the
July 1, 2018 Go-Live of the UGA Financial Management System.
Project Coordinators
Name Description Audience
October 30, 2018: Go-Live Communication #1 This is a list of items to help prepare for the
December 16, 2018 transition to the OneUSG Connect System.
Unit Heads
November 27, 2018: Go-Live Communication #2 This is a list of items to help prepare for the
December 16, 2018 transition to the OneUSG Connect System.
Unit Heads
December 13, 2018:  Go-Live
Communication #3

Additional Details
Known Issues
This is a list of items to help prepare for the
December 16, 2018 transition to the OneUSG Connect System.
Unit Heads

 

  Page Last Modified:  02/21/2019