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Financial Reporting Project Update: Smart Closeout Tool and Training Sessions

Join us for updates on the Financial Reporting Project, focusing on the Smart Closeout Tool and the RAPID Upload Tool. Scheduled deployment of these tools will take place on May 14, and they are designed to streamline closeout processes by replacing email submissions. Training sessions will be held on multiple dates in locations across campus, including the Semel Institute and Physics/Astronomy Building. Make sure to save the dates and acquire further knowledge to ensure a smooth transition. Access via ORA Portal. User assistance will be available.

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Financial Reporting Project Update: Smart Closeout Tool and Training Sessions

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  1. Financial Reporting Project RAF Update May 13, 2010 1 1

  2. Agenda • Smart Closeout Tool • RAPID Closeout Upload Tool • Smart Closeout Tool Training Sessions

  3. Smart Closeout Tool • Interim Excel-based Quick Win Tool • Scheduled Deployment 5/14 • Use of the tool is strongly encouraged • Accessible from ORA Portal

  4. Accessing the Closeout Tool • NOTE: SOM users do NOT download • Will be pushed via Mednet network automatically on 5/19.

  5. RAPID Upload Closeout Tool • Online tool to Submit Closeout files to EFM • Closeout packets • Certification forms • Other supporting docs • Replaces email submission • Deployment Scheduled 5/14 • Accessible from ORA Portal

  6. Accessing the Upload Tool Requires UCLA Logon ID

  7. Smart Closeout Tool Training Sessions Save the Date and attend training! • Wednesday, May 19th 9:00 am – Noon • Louis Jolyon West Auditorium Room C8-183 Semel Institute • Thursday, June 3rd1:00 pm – 3:30 pm • Physics/Astronomy Building Room 1425 • Tuesday, June 8th1:00 pm – 4:0 0pm • Neuroscience Research Building Auditorium • Friday, June 18th9:00 am – Noon • Public Policy Rooms 2343 and 2355 • Thursday, June 24th1:00 pm – 4:00 pm • Louis Jolyon West Auditorium Room C8-183 Semel Institute

  8. Q&A 8 8

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