In preparation for new storage limits coming in June 2025 , OTDI is publishing articles that will help you take steps to reduce the number of emails and files you are storing. This article explains how to use retention tags and policies to manage folders or messages. University Libraries is offering a class to help you learn more on Thursday, Nov. 21. Bits and Bytes: Best Practices and Practical Tips for Managing Electronic Records and Email at OSU will equip you with skills to identify which emails, texts, and chats qualify as records, apply retention tags to streamline storage, create organized filing schemes, use standardized file naming, and access resources for further guidance.
The Office of Technology and Digital Innovation has been on a journey with the Office of Faculty Affairs team within the Office of Academic affairs to revolutionize the way Ohio State faculty members track and showcase their achievements using Interfolio, our Faculty Information Systems (FIS). Interfolio supports faculty throughout their entire lifecycle as they seek grants, submit journal articles, apply for awards, manage promotion and tenure materials, and share their contributions to the university and beyond.
Additional Quick Tip text will be visible for Create Spend Authorization, Create Expense Report, and Edit Expense Report tasks. The new Quick Tips will be visible to self-entry workers and provide guidance next to the fields being populated which can be accessed by clicking on the blue circled question mark icon.
Note: This functionality is not currently available on the related Expense Data Entry Specialist tasks of Create Expense Report/Spend Authorization for Worker and Non-Worker.
Effective immediately, the following unused fields will be hidden on a project’s summary Workday page: Billable, Customer, Include Project ID in Names, Optional Balancing Worktags, Optional Project Hierarchies, and Project Currency.
These fields will still appear on existing reports.
To facilitate ad-hoc financial reporting in Tableau, a new Tableau Data Source which contains Adaptive Operating plan lines data for UNIV from Workday has been created in the Reporting and Analytics Environment (RAE).
This data source will be updated as new plan lines are loaded in Workday. The Tableau Data Source name is Workday - Adaptive Operating Plan lines. This data source will be available to all Finance users who have access to this folder “Financial Accounting/General Ledger.” See the full post for the listing of data source items being loaded.
The "Plan Versus Actuals by Plan Worktag" and "Plan versus Actuals by Plan Worktag - With Ledger Account" reports have been enhanced with new dynamic column headings to provide greater clarity to the selections made at report runtime. Now instead of simply displaying "Plan," the column heading will display the Plan/Forecast Name that was selected at report runtime.
The "Find Purchase Order Details - OSU" reports has been updated to include two new fields for line level status details named "Purchase Order Line Status" and "Line is Cancelled" which provides insight to the statuses of specific Purchase Order Lines.
The "Find Purchase Order Summary - OSU" report has been updated to include the Purchase Order Reference ID Field. This field is can be used by Internal Service Providers to populate their EIB templates when processing credits on fully invoiced Purchase Order Lines.
During the months of November and December, multiple Procurement and Supply Chain reports will be enhanced to add a new prompt for "Projects." This prompt will provide additional search options on projects and is intended for areas managing large projects with multiple phases in Workday. See the full post for the list of affected reports and the date each report is expected to be updated.
A new report named "Business Processes Awaiting Action - Asset Detail" has been released to aid in locating where asset events are in workflow. This report displays one row per event awaiting action and will provide basic information about the asset as well as days awaiting action and days since assignment.
With the release of this new report, the older "Transactions in Progress - Asset Registrations and Transfers" report will be retired on Friday, November 15 .
Starting in December 2024 and annually thereafter, the Expense Office will be conducting the Miscellaneous Payment Request and Non-Travel Expense Report clean-up. The clean-up process will include the cancellation of any Miscellaneous Payment Requests or Non-Travel Expense Reports that are in "Draft" or "In progress" status for more than 365 days. Cancellation of these unfulfilled tasks will improve system performance and eliminate unneeded content. See the full post for details about actions that must be completed by November 27, 2024 .
