Business Planning & Reporting

Service Description

The service gives staff access to quick, flexible business reporting and functionality to prepare budgets and plans

Features

  • MyWorkPlace Portal reports including:
    • Undergraduate and Postgraduate Admissions
    • Registration and Module Booking
    • Student Data Quality
    • Full Time Equivalent (FTE)
    • Student Finance
    • Registration Statistics including Degree Programme Statistics and Cohort Analysis
    • Student Planning
    • Key Information Statistics (KIS)
    • UK Border Agency (Visa Reporting)
    • Programme and Module Master Data including MOFS
    • Student Fees
    • CRM Enquiries
    • P2P Shopping Cart
    • Accounts Payable Workbench (APW)

For a list of portal reports with more detail see http://saptraining.ncl.ac.uk/guides/bw_reporting/bw_report_list.pdf

  • Downloads to the Hobsons Marketing System:
    • CRM Enquirer Data
    • Keep Warm target data
  • Student Planning:
    • Student Headcount Entry
    • Planned Student Fee and FTE calculation from planned headcount
  • Finance Reports:
    • Profit and Loss         
    • HR/Payroll
    • General Ledger
    • Accounts Payable
    • Contract Accounting (FICA)
    • Sales             
    • Materials Management
    • Space management
    • Bed space management
  • Finance Planning:    
    • Profit and Loss         
    • HR/Payroll
    • Space
    • Bed Spaces

Users

Portal Reporting: Student and Academic Services staff, School and Faculty administration staff, Finance staff, INTO staff.

Student Planning: Finance staff (Planning Office), School and Faculty administration staff.

Financial Reporting: Finance Staff, HR & Payroll Staff, Procurement Staff.

Financial Planning: Finance Staff, School and Faculty administration staff.

Service Hours

Systems are available and supported during core business hours 08:30-17:00 Monday to Friday, excluding University closure periods. Certain systems are available outside of the above hours but not normally supported.

The ISS “at risk” period is 07:00-09:00 every Tuesday. Further planned maintenance times will be publicised in advance if there will be a disruption to the service.

Level of Service

 

Data is refreshed from source systems overnight. All data is securely held and backed-up daily.

Support and Documentation

An introduction to the University’s business systems starts at www.ncl.ac.uk/itservice/adminsystems.

Training guides, frequently asked questions and information about training courses are available from www.ncl.ac.uk/itservice/sap-training.

Additional support is available via the ISS IT Service Desk on 5999 or it.servicedesk@ncl.ac.uk.

All incidents relating to this service will be handled according to the ISS Incident Management and Major Incident Management processes.

Request Process

Access:

  1. The process for requesting access to SAP including access to MyWorkPlace Portal reports, Finance reports and Planning and is www.ncl.ac.uk/itservice/adminsystems/sap/accesstosap

Link for Portal reporting:

  1. Portal reporting can be accessed via https://myworkplace.ncl.ac.uk/irj/portal
  2. Log in using your usual Login ID and your SAP Portal password.

To request changes to any of the systems:

  1. A request form needs to be completed using the following link or at the relevant development group meeting:https://crypt.ncl.ac.uk/helpdesk/business-systems/NU-Change-Request-Template.pdf

Requests for any other aspect of the service should be made via the ISS Service Desk on 5999 or it.servicedesk@ncl.ac.uk.

User Responsibility

Users are expected to comply with the regulations that are specified on the relevant User Registration form.

Users are expected to make use of the documentation before contacting the Service Desk for help.

Costs

N/A

Systems are available and supported during core business hours 08:30-17:00 Monday to Friday, excluding University closure periods. Certain systems are available outside of the above hours but not normally supported.

The ISS “at risk” period is 07:00-09:00 every Tuesday. Further planned maintenance times will be publicised in advance if there will be a disruption to the service.