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University systems

This section contains information and resources that will provide you with the knowledge you need to use University business systems effectively and securely, as well as take full advantage for standard desktop and mobile applications.

Campus Solutions (student administration system)

 

Campus Solutions is the University's student administration system, covering the full aspect of a student's lifecycle.

Use of the system generally falls into two main areas for staff – admissions and student records.  There are also aspects of the system that are dealt with by central offices only, e.g. student financials which is administered by the Student Services Centre.

For further information on individual areas of Campus Solutions and how to use them, please refer to the guidance and training courses listed below.

 

How to guides

General

Admissions

 

For Student Records related training, please visit the Operational support and guidance Staffnet site.

 

Classroom and online training

General Campus Solutions topics
  • CCCINT: Introduction to Campus Solutions
    This is a beginner's introductory session intended for staff who are completely new to Campus Solutions, and is a good foundation point before undertaking further Campus Solutions training.
  • CCCUIP: Course Unit Information Publishing
    The Course Unit Information Publishing component within Campus Solutions is closely associated to the Course Catalog and builds upon the data already maintained within that area of the system.  It allows for the input and maintenance of supplementary Course Unit Information for all courses within the Course Catalog (e.g. aims, learning objectives, feedback methods, etc.). Within the eTraining, you will complete interactive elements to understand the processes fully.

  • Creating a CAS: A guide for admissions colleagues
    This online course has been designed for admissions colleagues who are responsible for creating CASs for international applicants who need to apply for a Student Route Visa in order to come and study in the UK. The training will show you how to create a CAS record and help you to understand the overall CAS process.

 

Admissions

Staff who are new to admissions roles must complete the following mandatory training and provide proof of this to access the admissions processing pages in Campus Solutions:

  • Introduction to Campus Solutions
  • Data Protection
  • Getting Started in Admissions section of the Admissions training package in Blackboard

Access to Campus Solutions and other admissions systems must be requested through your line manager.

 

Please refer to the SMRA Hub website for further training opportunities and additional support. 

eProg

The eProg system offers an online platform for academic staff, administrative staff and PGR students to record and track key progression milestones throughout the student's programme from the point of registration to examination. This section contains resources that will help staff and students use the eProg system.

The Faculty-based skills training teams also provide eProg training for PGR students as part of the student induction or the Speed PhD course.  New academic staff will receive an introduction to eProg through the Faculty-led new academic programmes.

To find out more about eProg, contact your local eProg Faculty Lead.

Login to eProg

eProg roles and responsibilities

eProg for administrators

This online guide contains a suite of short how-videos and brief summaries that will help guide you through the administrative tasks within eProg.

eProg for supervisors

eProg for postgradute research students




 

My Placement

My Placement is the system the University uses to manage student placements across the full lifecycle, from promoting placement opportunities through to feedback and evaluation at the end of a placement.

Please request access to My Placement via the Support Portal. If you need further guidance, please visit the Student Systems & Business Support Student system access page.

If you are a member of PS staff, it is recommended that you sign up to the My Placement users Listserv. Please email myplacement@manchester.ac.uk to request to be added.

All University of Manchester users can access My Placement using their central username and password. The direct URL for My Placement is

 

How-to guides

Searching for students video

Searching for students PDF

Adding students to My Placement video

Adding students to My Placement PDF

Updating Campus Solutions records to ensure integration into My Placement PDF

Managing itineraries video

Managing itineraries PDF

Creating a brochure video

Creating a brochure PDF

Exchange balances video

Exchange balances PDF

Programme creation and setup video

Programme creation and setup PDF

Creating and deploying content video

Creating and deploying content PDF

Query watches video

Query watches PDF

Please note this section is still under construction. Content will be added as it becomes available. Some links may not be available.

 

Face-to-face training

Training for new admin users
This training is for new Administrative users of the My Placement system and covers:
An overview of My Placement; How to manage student records in My Placement; How to create and manage programmes; Using basic query and reporting tools

Content Management training
This training will cover creating, deploying and managing content though Questionnaires, Materials and Learning Content as well as covering App cycles.

Exchange balance training
This training is for My Placement users who manage study abroad programmes. It will cover using the Exchange Balance function to track the number of students being sent and receiving under each partnership.

Query Watch training
This training will cover using the Query Watch function in My Placement to receive updates on student records (e.g. newly submitted questionnaires or lists of outstanding submissions) as well as to send auto-emails to students appearing in these updates.

Reporting training
This training will cover using the reporting functionality within My Placement

 

Further information (MyPlacement)

For any further information, please contact the International Programmes Office.

Oracle Financials

Oracle Financials is the selected finance package for the University. There are a range of online training courses and how-to guides to support staff in using the system.  Staff are also encouraged to seek out support from their local Frequent Users within Faculties and Schools (Frequent Users/Local Trainers). Further information, online resources and guidance can be found on the Finance website:

Any further queries can be directed to the Finance helpdesk

 

How-to guides

A list of how-to guides related to the Requisitioner and Approver roles is available from the Finance website.

 

Classroom and online training

Procure to pay
  • CFOP2PREQ: Raising Requisitions
    This eTraining course provides explanations of the key tasks involved in the Requisitioner role. This involves how to raise requisitions in iProc (Internet Procurement), using eMarketplace, editing/cancelling requisitions, entering receipts for goods/services and various other Requisitioner tasks.
  • CFOP2PAPR: Approving Requisitions
    This online course provides explanations of the key tasks involved in the Approver role. This involves understanding the Financial Regulations and Procedures, how to check and approve requisitions in iProc (Internet Procurement), setting up rules to re-direct your requisition approvals in the event of planned/unplanned absences, monitoring spend and various other Approver tasks.
  • CFOPU002: Goods Receipting
    This training is provided locally (at Faculty/School level) via the appropriate Frequent User/Local Trainer. The training is not administered or booked via IT Services Training.
  • CFOPU001: Purchase Orders
    This training is provided locally (at Faculty/School level) via the appropriate Frequent User/Local Trainer. The training is not administered or booked via IT Services Training.
  • CFOMDSU: Master Data - Viewing Suppliers Details
    This eTraining course is for staff who are required to view supplier account details within the Oracle Financials system.

 

General ledger
  • CFOGL01: View Payroll Details in GL
    This training provides information regarding the General Ledger code structure and time periods within the Oracle financials system, it shows users how to use the core GL Enquiry screens and how to export data from these screens. Useful GL reports are also covered within this training.

  • CFOGL02: View GL Accounts Balances/Transactions
    This training provides information regarding the General Ledger code structure and time periods within the Oracle financials system, it shows users how to use the core GL Enquiry screens and how to export data from these screens.

  • CFOGL03: Enter GL Journals on Project Codes
    This training is available online as three eTraining courses: GL Basic Journal Entry Course, Project Journals and GL Journals on Project Codes

  • CFOGL04: Enter GL Standard Journals
    This training provides information on General Ledger Journals and shows users how to post, manipulate and check the status of the journal entries.

  • CFOGL05: Enter GL Pay Cost Journals
    This training explains the meaning and use of GL Journals and how to enter them, as well as the issues around posting journals to payroll cost codes.

  • CFOGL06: Enter GL Allocation Journals
    This training is available online as three eTraining courses: GL Basic Journal Entry Course, Project Journals and GL Allocation Journals

  • CFOGL07: Enter Budgets and Forecasts
    This training is available online as two eTraining courses: GL Basic Journal Entry Courseand GL Budget Journals. These training modules explain the meaning and use of GL Journals and how to enter them, as well as providing information about the various budget versions held in Oracle Financials and how to post budget journals.

  • CFOGL08: Create General Ledger Activity Codes
    This training is available online as three eTraining modules: Create Activity Codes Year End Statutory Reporting and HESA Cost Centres. The first module covers how to set up Activity Codes in Oracle Financials and how activity codes impact on management accounts. The second module covers the requirements of Statutory Reporting and how Actvity codes impact on these. The third module covers FSR and HESA Cost Centres.

  • CFOGL09: Reporting via Discoverer Plus
    This training shows you how to use Discoverer Plus reporting tool within Oracle Financials system.

  • Additional information and resources on Oracle General Ledger can be found on the Finance website.

 

Accounts receivable

 

Oracle Projects
  • CFOPR01: Projects Overview
    This training provides introductory information regarding the Oracle Projects module, and shows how users can view information about projects. If you are new to Oracle Projects it is recommended that you begin with this course.

  • CFOPR02: Projects Reporting
    This training provides introductory information regarding the reporting tool Discoverer Viewer and focuses on two particular Projects reports, PA02 and PA09. The course also shows you how to print and export the reports from Discoverer Viewer.

  • CFOPR03: Process Project Journals
    This training is available online as two eTraining courses, Project Overview and Project Journals. The first course provides introductory information regarding the Oracle Projects module, and shows how users can view information about projects. The second shows you how to raise manual and Web ADI (Excel spreadsheet) journals, how to enquire on project journals and the process for deleting future dated transactions.

  • CFOPR04: Project Set up and Project Billing
    This training is available online as five eTraining modules: Set Up in Oracle Projects, Set Up in the General Ledger (GL), Raising Project Invoices for Cost Based Claims, Raising Project Invoices for Event Based Claims and Raising Project invoices for EU Projects

  • Additional information and resources on Oracle Projects can be found on the Finance website.

 

Corporate Planner
  • CFOCPLAN: Projects Overview
    It shows you how to set up and log in to Corporate Planner, navigate through the tree structure and table report display, and also how to export reports to Excel and to PDF file formats.

  • Additional how-to guides can be found on the Finance website.

Power BI (business analytics data visualisation)

We are introducing a new reporting tool called 'Power BI', for use by staff across the University. You will be able to use this functionally rich tool to produce sophisticated reports and dashboards, simply and easily. Power BI will replace our current Discoverer reporting tool, which is now out of support.

 

Online learning

We would encourage staff to complete the relevant online training course listed below – Dashboard in a Day.

 

Downloading and installing Power BI

The desktop version of Power BI is available for University staff. See our Knowledge Base article for installation instructions:

 

Dashboard in a Day (Pragmatic Works)

Online training for Power BI Users

Dashboard in a Day covers the capabilities of Power BI. The goal of this informational course is to help you understand how to analyse your data in a rich and compelling way.

This training contains nine modules for a total of 7 hours 33 minutes of videos. These modules cover all the topics that would be covered in classroom based training.

Once you click on the link to the Dashboard in a Day, you will have to register, for free, to gain access to the training videos and manual. Once registered you will have unlimited access to the online training course.

You will need to download and familiarise yourself with the Power BI desktop application. See below for instructions on how to download and install the desktop version of Power BI, for free, to your University computer.

Advanced training – aimed at users who will be creating data models and workspaces for their specific business area

Introduction to Data Modelling for Power BI is an introductory video course about data modelling, which is a required skill to get the best out of Power BI, Power Pivot for Excel, and Analysis Services. The training is aimed at users that do not have a background knowledge in data modelling for analytical systems and reporting.

This training contains 27 modules for a total of 2 hours of videos. You will have to register, for free, to gain access to the training course materials.

 

How-to guides

Staff training events took place during April and May 2019 – a video podcast of these is available.

The best Microsoft documentation is Power BI documentation where you can browse the support by end user type - whether consumer, report designer, or developer.

Microsoft Power BI Guided Learning - a good place to start:

 

ResourceLink (HR/Payroll administration system)

ResourceLink is the HR/Payroll administration system at the University of Manchester; it currently covers core HR functionality, Payroll, HESA and Training Administration.

 

Online training

  • CCHRIR: Introduction to ResourceLink
    This online training is for staff who need to learn how to navigate around ResourceLink and to search for staff employment post details and post information. Within the material you will view demonstrations of these tasks to understand the basic processes and navigation.

    After this course you will be able to/use: Login/Logout, Dashboard, Employee information Banner, Display - summary, Navigation, Split Screen, Favourites, Search for an Employee, Use Outstanding Task

TERMINALFOUR Site Manager (web content management system)

TERMINALFOUR Site Manager is the University of Manchester's main web Content Management System (CMS).  It is used to add, edit and maintain online content ensuring consistency across the University website.

There are two levels of access to Site Manager:

  • Contributor – access to add and edit content on the web pages (grey boxes below).
  • Moderator – same as for Contributor, however can also approve/reject content created by others and manage the site structure (purple boxes below).

The most appropriate training available will depend on the style of the website - several are currently in use across the University's web presence:

 

FSE public-facing templates

A guide from the FSE Digital Team on the use of the templates for FSE public facing websites

 

Maths and Computer Science public-facing templates

A self-study guide on the correct use of the templates for the public facing websites for the Departments of Mathematics, Computer Science and the PSI

 

StaffNet templates

A self-study guides on the correct use of the templates for StaffNet and some intranet websites

 

StaffNet templates: FSE notes

A self-study guides on the correct use of the templates for FSE Staffnet and FSE intranet websites:

  • FSE StaffNet templates guide

 

Humanities templates

Short video guides on the correct use of the templates for Humanities and future public-facing FSE websites

 

PSS-Core superstyle

An introduction to the PSS-Core superstyle templates for PS websites