Tagged: NewsLink

This is a friendly reminder to complete your Institutional Data Policy (IDP) training by Friday, April 24. Completing this training helps ensure we all understand our responsibilities when handling institutional data and stay aligned with evolving best practices. Check out the full post to read some of the great feedback received for our newly improved, shorter training for 2026.

The Controller’s Office is updating all FDM request forms to improve process efficiency, strengthen internal controls, reduce send-backs from the FDM Administrator, and ensure better security role alignment. These updates will also streamline inactivation requests and promote greater consistency in how worktags are used in the General Ledger. Changes are planned for production the last week of March. Read the full post for a summary of key updates, including clarified definitions, improved help text and job aids, workflow and security enhancements, and new Balancing Unit and Inactivation Request forms.

A new report group is now available to support worktag inactivation review. This report group enables users to run multiple reports from the "Worktag Inactivation Checklist" using a single set of prompts, streamlining the review process. See the full post for more details.

Several updates have been made to the “New Hires, Additional Job, and Change Job by Organizations” report to provide clearer visibility into changes entered and improve the user experience. Check out the full post for a complete list of enhancements.

For all post‑acquisition business asset lifecycle events (Transfer Asset, Dispose Asset, Maintain Asset Shares), a new Depreciation Adjustment Option prompt has been introduced. This option is not used by OSU. The prompt will be visible to end users and cannot be hidden. The Depreciation Convention will default on transactions and should not be changed by Cost Center Asset Tracking Specialists.

The first of Workday's two major releases in 2026 of enhancements and new functionality (Workday 2026R1) is scheduled to move to production on Saturday, March 14, from 2 a.m. to 5 a.m. Workday will be unavailable during the maintenance period. There are relatively few changes for this release, and the focus is on user interface changes to the Home and Search pages including repositioning the global search bar on the Home page and updating how pinned categories are displayed on the Search page. More details and a job aid link are available in the full post.

FY27 Blanket order entry can begin on Monday, April 20. Do not enter FY27 Blanket Orders prior to this date. See full post for details.

A downloadable year-end checklist for Finance and Supply Chain activities" is available under the "I want to..." heading found on the Business and Finance website's Controller page. The checklist includes important dates and action items to ensure a successful FY26 year end close.

A new dashboard has been developed to give users a quick, easy‑to‑understand view of key financials and a simple summary of operational transactions. This tool is designed specifically for budget managers who do not regularly use financial reports, with the goal of making financial information clearer, faster to review, and more intuitive. We are seeking up to 15 participants, particularly budget managers with limited financial reporting experience, to help test the dashboard and provide feedback. See the full post for participation details.

The "Sources and Uses – Annual Trending" report has been updated to include five years of data, expanded from the previous three. This enhancement provides users with greater visibility into longer‑term trends.