Where to Go For IRIS and BW Help

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1 Where to Go For IRIS and BW Help Table of contents IRIS System Help... 2 Transaction Help... 2 myhelp Website... 2 IRIS Website... 3 Access Problems... 4 Authorization Issues... 4 BW System Help... 5 Report Help... 5 myhelp Website... 5 IRIS Website... 5 End-Users... 5 Power Users and Developers... 5 Reports... 6 Access Problems... 8 Assistance & Support... 8 Business Office Contacts... 9 Budget Contacts... 9 Campus Management Contacts... 9 Finance Contacts Grants Management Contacts Human Resource/Payroll Contacts Materials Management Contacts Plant Maintenance Contacts IRIS Wednesday, April 16, 2008

2 IRIS System Help Transaction Help myhelp Website o o Budget Help o Campus Management (FI) Help o Faculty Effort System (FES) Help o Finance (FI) Help o Grants Management (GM) Help o Human Resources/Payroll (HR) Help IRIS Wednesday, April 16, 2008 Page 2

3 o Materials Management (MM) Help o Plant Maintenance (PM) Help o Position Budget Control (PBC) Help IRIS Website o IRIS News and Updates IRIS-GMNews List archives IRIS-GMDiscussion List archives IRIS-HR-Users List archives IRIS Wednesday, April 16, 2008 Page 3

4 Access Problems First, you must be able to say Yes to the following questions: o Do I have an Active Directory (AD or MC) account and have I set my password? If not, contact your Business Officer to get the account and set your password at o Have I signed my Statement of Responsibility? If not, go to the IRIS website and sign the form: o Have my Business Officer (for SLCM, College Contact) and Area Security Officer (ASO) sent my training plan (including role request) to IRIS Training? If not, contact: Your Business Officer For SLCM, your College Contact: o Have I completed the required course/courses and passed the assessment? If not, register for your courses: or go to the myhelp website for web-based courses If you have answered Yes to all the questions above, o Contact the IRIS Training Team at Authorization Issues If you receive a not authorized message, check with your supervisor or business officer before reporting the denial of access as an authorization issue. Confirming that access to a particular transaction is required (necessary for performing job duties) is the first step. If the issue needs to be reported to IRIS, follow the steps provided on the IRIS website ( to report it. IRIS Wednesday, April 16, 2008 Page 4

5 BW System Help Report Help myhelp Website Business Warehouse (BW) Help o BW FAQs o BW Courses o BW Web Reports Basics Quick Reference Cards o BW Reports Quick Reference Cards o BW Simulations IRIS Website o End-Users BEx Web (Query Report View) Naming Standards o BEx Web Context Menus o BEx Web Find Saved View o BEx Web Operators o Power Users and Developers BEx Object Naming Standards o BEx Query Design Guidelines o BW Data and Reports o IRIS Wednesday, April 16, 2008 Page 5

6 BEx Query/Query Report View Change/Delete Instructions o ChangeDelete.pdf Reports BW Report Module Overviews o BW-Overview-FMBCS FMBCS.pdf BW Report Navigation o Attributes Report%20Navigation-Attributes.pdf o Hierarchies Report%20Navigation-Hierarchies.pdf o Structures Report%20Navigation-Structures.pdf BW Reports FMBCS (Funds Management/Budget Control System) o Budget Entry Doc Details BudgetEntryDocDetails.pdf o Budget Narrative Report BudgetNarrativeReport.pdf o Capital Budget, Expenses by Category CapitalBudget,ExpensesbyCategory.pdf o Capital Projects Ledger CapitalProjectsLedger.pdf o Encumbrance Details EncumbranceDetails.pdf o FM Actual Details FMActualDetails.pdf IRIS Wednesday, April 16, 2008 Page 6

7 o Funds Center Balances Budg vs Actual FundsCenterBalancesBudgvsActual.pdf o Funds Center Balances Budg vs Actual with Hierarchy FundsCenterBalancesBudgvsActualwithHierarchy.pdf o Original, Annual Budget, Expenses by Category Original,AnnualBudget,ExpensesbyCategory.pdf o Projected Tuition Revenue ProjectedTuitionRevenue.pdf BW Reports Special Ledger o Reports of Transactions by Dept and Period SpecLedger-ReportsofTransactionsbyDeptandPeriod.pdf BW - Xreferences o FMBCS IRIS Wednesday, April 16, 2008 Page 7

8 Access Problems First, you must be able to say Yes to the following questions: o Do I have an Active Directory (AD or MC) account and have I set my password? If not, contact your Business Officer to get the account and set your password at o Have I signed my Statement of Responsibility? If not, go to the IRIS website and sign the form: o Have my Business Officer (for CM, College Contact) and Area Security Officer (ASO) sent my training plan (including role request) to IRIS Training? If not, contact: Your Business Officer For CM, your College Contact: o Have I completed the required course/courses and passed the assessment? If not, register for your courses: or go to the myhelp website for web-based courses If you have answered Yes to all the questions above, o Contact the IRIS BW Team at IRIS-BWRequests@ .uky.edu Assistance & Support BW Issues o Documentation o BW Questions o IRIS Wednesday, April 16, 2008 Page 8

9 Business Office Contacts Budget Contacts Office of Planning, Budget, and Policy Analysis o o Campus Management Contacts Registrar o o Financial Aid o o The Graduate School o o Graduate Admissions o o Undergraduate Admissions o o IRIS Wednesday, April 16, 2008 Page 9

10 Finance Contacts Accounts Payable o o Faculty Effort System o o General Accounting o o Controller & Treasurer o o Office of Planning, Budget, and Policy Analysis o o Office of Sponsored Projects Administration o o Plant Assets o o Purchasing o o Sponsored Projects Accounting o o IRIS Wednesday, April 16, 2008 Page 10

11 Grants Management Contacts Office of Sponsored Projects Administration o o Sponsored Projects Accounting o o Human Resource/Payroll Contacts Benefits o opt 3 o Compensation o opt 6 o Employee Relations o o Employment o o Faculty Effort System o o I-9 Information o o Payroll o o IRIS Wednesday, April 16, 2008 Page 11

12 Materials Management Contacts Plant Assets o o Purchasing o o Plant Maintenance Contacts Campus Physical Plant Division (PPD) o o Medical Center Physical Plant Division (PPD) o o Housing Services o ext. 228 o Plant Assets o o Purchasing o o IRIS Wednesday, April 16, 2008 Page 12

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