Workday HCM Reports: Continuing the BI Portal Catalog Expansion

The BI Portal report catalog now includes Workday Human Capital Management (HCM) reports!

These updates were deployed to the BI Portal on 11/1/23.

Finding Workday HCM Reports Today

Historically, the Workday HCM Report Catalog was stored in Knowledge Navigator and supported by the Integrated Service Center (ISC) to reflect all custom reports available in Workday’s HCM module.

While these reports are now available in the BI Portal, they will remain in Knowledge Navigator until 11/30/23, along with a page announcement, to give users time to adapt to this change.

Understanding the “Why” Behind this Change

The goal of BI Portal reports, cubes, and dashboards is to:

Reflect data from various subject areas: academics, advancement and alumni relations, core data, finance, human resources, property and space management, and research.
Include historical data.
Allow users to discover any report in the catalog. While a user’s Workday security role determines which reports they can run, the BI Portal allows users to discover all available reports and view security information regardless of role.

Bringing Workday HCM reports into the BI Portal aligns with the broader reporting strategy for UW Academy, which is to provide users with a one-stop-shop for all reporting needs.

Accessing Workday HCM Reports in the BI Portal

Users can find Workday HCM reports in the same way they find other resources in the BI Portal. A couple tips:

Filter by the new tag – A new Workday HCM tile is now available on the Home page to quickly drill-down to applicable reports.

Workday HCM Tile on the Home Page

A Workday HCM tag is also available on the Catalog page.

Workday HCM Tag on the Catalog Page
Discover available Workday HCM reports and associated security information – In Workday, reports are assigned by security role. The security role not only determines which reports the user can run, but which reports they can discover. In the BI Portal, a user can discover any report in the catalog. While a user’s security role will still determine which reports they can run, this visibility allows users to identify potentially useful reports, check the Security Information tab to determine which roles have access, and then request elevated access, if warranted.

Note: Access to Workday HCM reports is determined by Workday HCM Security Roles. To learn more about these roles, including which HCM Security Roles you are currently assigned, refer to Workday HCM Security Roles 101.

Example of the Security Information for the R0321 Report

Questions?

Please submit questions as follows to ensure they reach the appropriate teams and get a quicker response.

If you have questions that relate to…	Then…
The actual HCM reports in Workday and associated data… Access to Workday HCM Reports..	Request help with Workday reports.
Entries for Workday HCM Reports in the BI Portal (for example, information on the report detail pages, metadata, links, etc.)…	Contact help@uw.edu with “BI Portal Workday HCM Reports” in the subject line.

UWSDBDataStore Reorg on October 21, 2023

UWSDBDataStore Reorg on October 21, 2023

The student database (SDB) will go through a reorganization on October 21, 2023 which will cause changes in the Enterprise Data Warehouse database, UWSDBDataStore. These changes to the objects will be available in the UWSDBDataStore on October 23, 2023
However, data on the new objects will be available as soon as the Data Custodians submit the security role definitions and the SIS team loads the data.

Last Updated – 10.19.23

Columns to be Added

Table	Column	DataType
SF_EDIT_DESC	SF_ED_Year_Code	smallint
SR_ADM_APPL	SEATTLE_PROMISE	char(1)
SR_TEST_SCORES	TEST_SCORE_DEC	decimal(4,1)
SYS_TBL_42_TEST_RANGE	TEST_MIN_SCORE_DEC	decimal(4,1)
SYS_TBL_42_TEST_RANGE	TEST_MAX_SCORE_DEC	decimal(4,1)
SYS_TBL_63_NONTUIT_CHANGES	AID_REPAY_FUND	int

Columns with datatype changes

Table	Column	DataType
SR_TEST_SCORES	TEST_PCTILE	smallint

Columns to be Removed

Table	Column	DataType
SYS_TBL_63_NONTUIT_CHANGES	ON_CHRG_DB_TAG	char(12)
	ON_CHRG_DB_NAME	char(12)
	ON_CHRG_DB_RCAT	char(6)
	ON_PAY_DB_TAG	char(12)
	ON_PAY_DB_NAME	char(12)
	ON_PAY_DB_RCAT	char(6)
	ON_PAY_CR_TAG	char(12)
	ON_PAY_CR_NAME	char(12)
	ON_PAY_CR_RCAT	char(6)

Columns to be Added in SF_EVALUATION*

SF_Evaluation will be split into multiple tables post reorg, splits will be available in this page as soon as determined 10.11.23 – see table split below column adds 10.18.23

	Column	DataType
SF_EVALUATION	EVAL_SPARE_36	int
	EVAL_SPARE_37	int
	EVAL_SPARE_38	int
	EVAL_SPARE_39	int
	EVAL_SPARE_40	char(4)
	EVAL_SPARE_41	char(4)
	EVAL_SPARE_42	char(4)
	EVAL_SPARE_43	char(4)
	EVAL_SPARE_44	int
	EVAL_SPARE_45	int
	EVAL_SPARE_46	int
	EVAL_SPARE_47	int

SF_EVALUATION	FAFSA_UUID	char(36)
	TRANS_UUID	char(36)
	PERSON_UUID	char(36)
	FAFSA_APP_SRC	tinyint
	FAFSA_TRANS_SRC	tinyint
	FAFSA_TRANS_TYPE	char(1)
	FAFSA_TRANS_LANG	char(1)
	FAFSA_PROC_DATE	datetime
	FAFSA_TRANS_STAT	char(30)
	FAFSA_RENEW_DATA	char(3)
	FPS_CORR_REASON	char(1)
	SAI_CHANGE_FLG	char(1)
	SAI	int
	SAI_ADJ	int
	PROV_SAI	int
	PROV_SAI_ADJ	int
	FPS_SAI	int
	SAI_FORMULA	char(1)
	COMP_TYPE	char(2)
	MAX_PELL_IND	char(1)
	MIN_PELL_IND	char(1)
	STD_ITIN	int
	STD_COUNTRY	char(2)
	PURS_TEACH_CERT	char(1)
	PARENTS_DECEASED	char(1)
	WARD_OF_COURT	char(1)
	IN_FOSTER_CARE	char(1)
	PERSONAL_CIRC	char(1)
	UNACC_HMLS_GEN	char(1)
	UNACC_HMLS_TRIO	char(1)
	UNACC_HMLS_FAA	char(1)
	OTHER_CIRCUMSTAN	char(1)
	UNSUB_ONLY	char(1)
	A_NUMBER	int
	PARENT_ATTND_COLL	char(1)
	PARENT_LINE_DUTY	char(1)
	HS_EQUIV_DIP_NAME	char(1)
	HS_EQUIV_DIP_ST	char(2)
	STD_EITC_MAN	char(1)
	STD_FED_HOUS_MAN	char(1)
	STD_FREE_LNCH_MAN	char(1)
	STD_MEDICAID_MAN	char(1)
	STD_36B_CRED_MAN	char(1)
	STD_SNAP_BEN_MAN	char(1)
	STD_SSI_BEN_MAN	char(1)
	STD_TNF_BEN_MAN	char(1)
	STD_WIC_BEN_MAN	char(1)
	STD_FED_BEN_MAN	char(1)
	STD_1040_MAN	char(1)
	STD_NON_US_MAN	char(1)
	STD_JOINT_RET_MAN	char(1)
	STD_RET_STAT_MAN	char(1)
	STD_WK_INCOME_MAN	decimal (11,0)
	STD_INTEREST_MAN	decimal (11,0)
	STD_IRA_DIST_MAN	decimal (11,0)
	STD_IRA_ROLL_MAN	decimal (11,0)
	STD_PENSIONS_MAN	decimal (11,0)
	STD_PENS_ROLL_MAN	decimal (11,0)
	STD_AGI_MAN	int
	STD_TAX_PAID_MAN	int
	STD_DEDCT_PMT_MAN	decimal (11,0)
	STD_FL_ABDEFH_MAN	char(1)
	STD_SCHED_C_MAN	decimal (11,0)
	STD_GRNT_SCHL_MAN	int
STD_FRGN_EXCL_MAN	decimal (11,0)
STD_CHLD_SUPP_MAN	int
STD_CASH_MAN	int
STD_INVEST_MAN	int
STD_BUS_FARM_MAN	int
STD_FTI_CONSENT	char(1)
STD_SIGNED	char(1)
STD_SIGNED_DT	datetime
SPO_FIRST_NAME	char(35)
SPO_MID_NAME	char(15)
SPO_LAST_NAME	char(35)
SPO_SUFFIX	char(10)
SPO_BIRTH_DT	datetime
SPO_SS_NO	char(9)
SPO_ITIN	char(9)
SPO_PHONE_NO	char(10)
SPO_EMAIL	char(50)
SPO_ADDRESS	char(40)
SPO_CITY	char(30)
SPO_STATE	char(2)
SPO_ZIP	char(10)
SPO_COUNTRY	char(2)
SPO_1040_MAN	char(1)
SPO_NON_US_MAN	char(1)
SPO_RET_STAT_MAN	char(1)
SPO_WK_INCOME_MAN	decimal (11,0)
SPO_INTEREST_MAN	decimal (11,0)
SPO_IRA_DIST_MAN	decimal (11,0)
SPO_IRA_ROLL_MAN	decimal (11,0)
SPO_PENS_ROLL_MAN	int
SPO_AGI_MAN	int
SPO_TAX_PAID_MAN	decimal (11,0)
SPO_DEDCT_PMT_MAN	decimal (11,0)
SPO_EDUC_CRED_MAN	int
SPO_FL_ABDEFH_MAN	char(1)
SPO_SCHED_C_MAN	decimal (11,0)
SPO_FRGN_EXCL_MAN	int
SPO_FTI_CNSNT_MAN	char(1)
SPO_SIGNED_MAN	char(1)
SPO_SIGN_DT_MAN	datetime
P1_FIRST_NAME	char(35)
P1_MIDDLE_NAME	char(15)
P1_LAST_NAME	char(35)
P1_SUFFIX	char(10)
P1_DOB	datetime
P1_SS_NO	int
P1_ITIN	int
P1_PHONE_NO	char(10)
P1_EMAIL	char(50)
P1_ADDRESS	char(50)
P1_CITY	char(30)
P1_STATE	char(2)
P1_ZIP	char(10)
P1_COUNTRY	char(2)
P1_EITC_MAN	char(1)
P1_FED_HOUS_MAN	char(1)
P1_FREE_LNCH_MAN	char(1)
P1_MEDICAID_MAN	char(1)
P1_36B_CRED_MAN	char(1)
P1_SNAP_BEN_MAN	char(1)
P1_SSI_BEN_MAN	char(1)
P1_TANF_BEN_MAN	char(1)
P1_WIC_BEN_MAN	char(1)
P1_FED_BEN_MAN	char(1)
P1_1040_MAN	char(1)
P1_NON_US_MAN	char(1)
P1_JOINT_RET_MAN	char(1)
P1_RET_STAT_MAN	char(1)
P1_WK_INCOME_MAN	decimal (11,0)
P1_INTEREST_MAN	decimal (11,0)
P1_IRA_DIST_MAN	decimal (11,0)
P1_IRA_ROLL_MAN	decimal (11,0)
P1_PENS_ROLL_MAN	decimal (11,0)
P1_AGI_MAN	int
P1_TAX_PAID_MAN	int
P1_DEDCT_PMT_MAN	decimal (11,0)
P1_EDUC_CRED_MAN	decimal (11,0)
P1_FL_ABDEFH_MAN	char(1)
P1_SCHED_C_MAN	decimal (11,0)
P1_GRNT_SCHL_MAN	int
P1_FRGN_EXCL_MAN	int
P1_CHLD_SUPP_MAN	int
P1_CASH_MAN	int
P1_INVEST_MAN	int
P1_BUS_FARM_MAN	int
P1_FTI_CONS_MAN	char(1)
P1_SIGNED_MAN	char(1)
P1_SIGN_DT_MAN	datetime
P2_FIRST_NAME	char(35)
P2_MIDDLE_NAME	char(15)
P2_LAST_NAME	char(35)
P2_SUFFIX	char(10)
P2_DOB	datetime
P2_SS_NO	int
P2_ITIN	int
P2_PHONE_NO	char(10)
P2_EMAIL	char(50)
P2_ADDRESS	char(50)
P2_CITY	char(30)
P2_STATE	char(2)
P2_ZIP	char(10)
P2_COUNTRY	char(2)
P2_1040_MAN	char(1)
P2_NON_US_MAN	char(1)
P2_RET_STAT_MAN	char(1)
P2_WK_INCOME_MAN	decimal (11,0)
P2_INTEREST_MAN	decimal (11,0)
P2_IRA_DIST_MAN	decimal (11,0)
P2_IRA_ROLL_MAN	decimal (11,0)
P2_PENSIONS_MAN	decimal (11,0)
P2_PENS_ROLL_MAN	decimal (11,0)
P2_AGI_MAN	int
P2_TAX_PAID_MAN	decimal (11,0)
P2_DEDCT_PMT_MAN	decimal (11,0)
P2_EDUC_CRED_MAN	decimal (11,0)
P2_FL_ABDEFH_MAN	char(1)
P2_SCHED_C_MAN	decimal (11,0)
P2_FRGN_EXCL_MAN	int
P2_FTI_CONS_MAN	char(1)
P2_SIGNED_MAN	char(1)
P2_SIGN_DT_MAN	datetime
STD_AFFIL_STAT	char(1)
STD_SP_AFFIL_STAT	char(1)
STD_P1_AFFIL_STAT	char(1)
STD_P2_AFFIL_STAT	char(1)
STD_CONS_GRNT_DT	datetime
SP_CONS_GRNT_DT	datetime
P1_CONS_GRNT_DT	datetime
P2_CONS_GRNT_DT	datetime
STD_TU_MATCH_DT	datetime
SP_TU_MATCH_DT	datetime
P1_TU_MATCH_DT	datetime
P2_TU_MATCH_DT	datetime
CORRECTION_APPLD	char(2)
FAA_SIGNED	char(1)
IASG_INDICATOR	char(1)
COFH_INDICATOR	char(1)
ETI_DEST_NUM	char(7)
STD_SIGNED_SRC	char(1)
SP_SIGNED_SRC	char(1)
P1_SIGNED_SRC	char(1)
P2_SIGNED_SRC	char(1)
SPEC_HAND_IND	char(1)
INCARC_APPL	char(1)

SF_EVALUATION	IP_STD_FWS	decimal (15,0)
	IP_SP_FWS	decimal (15,0)
	IP_P1_FWS	decimal (15,0)
	IP_P2_FWS	decimal (15,0)
	IP_P_PTA	decimal (15,0)
	IP_P_PEEA	decimal (15,0)
	IP_STD_PTA	decimal (15,0)
	IP_STD_PNAAI	decimal (15,0)
	IP_STD_SEEA	decimal (15,0)
	IP_STAI	decimal (15,0)
	IP_SCI	decimal (15,0)
	IP_SAAI	decimal (15,0)
	IP_SC_SAAI	decimal (15,0)
	IP_A_SFS	smallint
	IP_A_PFS	smallint

SF_EVALUATION	CUI_BEGIN_STRING	char(11)
	CUI_STD_TAX_YEAR	smallint
	CUI_STD_FILE_STAT	char(1)
	CUI_STD_AGI	int
	CUI_STD_EXEMPTS	tinyint
	CUI_STD_DEPS	tinyint
	CUI_STD_INC_EARN	decimal (11,0)
	CUI_STD_TAX_PAID	int
	CUI_STD_EDUC_CRED	int
	CUI_STD_IRA_DIST	decimal (11,0)
	CUI_STD_IRA_PYMTS	decimal (11,0)
	CUI_STD_INTEREST	decimal (11,0)
	CUI_STD_PENSIONS	decimal (11,0)
	CUI_STD_SCHED_C	decimal (11,0)
	CUI_STD_SCHED_A	char(1)
	CUI_STD_SCHED_B	char(1)
	CUI_STD_SCHED_D	char(1)
	CUI_STD_SCHED_E	char(1)
	CUI_STD_SCHED_F	char(1)
	CUI_STD_SCHED_H	char(1)
	CUI_STD_IRS_RESP	smallint
	CUI_SPO_TAX_YEAR	smallint
	CUI_SPO_FILE_STAT	char(1)
	CUI_SPO_AGI	int
	CUI_SPO_EXEMPTS	tinyint
	CUI_SPO_DEPS	tinyint
	CUI_SPO_INC_EARN	decimal (11,0)
	CUI_SPO_TAX_PAID	int
	CUI_SPO_EDUC_CRED	int
	CUI_SPO_IRA_DIST	decimal (11,0)
	CUI_SPO_IRA_PYMTS	decimal (11,0)
	CUI_SPO_INTEREST	decimal (11,0)
	CUI_SPO_PENSIONS	decimal (11,0)
	CUI_SPO_SCHED_C	decimal (11,0)
	CUI_SPO_SCHED_A	char(1)
	CUI_SPO_SCHED_B	char(1)
	CUI_SPO_SCHED_D	char(1)
	CUI_SPO_SCHED_E	char(1)
	CUI_SPO_SCHED_F	char(1)
	CUI_SPO_SCHED_H	char(1)
	CUI_SPO_IRS_RESP	smallint
	CUI_P1_TAX_YEAR	smallint
	CUI_P1_FILE_STAT	char(1)
	CUI_P1_AGI	int
	CUI_P1_EXEMPTS	tinyint
	CUI_P1_DEPS	tinyint
	CUI_P1_INC_EARN	decimal (11,0)
	CUI_P1_TAX_PAID	int
	CUI_P1_EDUC_CRED	int
	CUI_P1_IRA_DIST	decimal (11,0)
	CUI_P1_IRA_PYMTS	decimal (11,0)
	CUI_P1_INTEREST	decimal (11,0)
	CUI_P1_PENSIONS	decimal (11,0)
	CUI_P1_SCHED_C	decimal (11,0)
	CUI_P1_SCHED_A	char(1)
	CUI_P1_SCHED_B	char(1)
	CUI_P1_SCHED_D	char(1)
	CUI_P1_SCHED_E	char(1)
	CUI_P1_SCHED_F	char(1)
	CUI_P1_SCHED_H	char(1)
	CUI_P1_IRS_RESP	smallint
	CUI_P2_TAX_YEAR	smallint
	CUI_P2_FILE_STAT	char(1)
	CUI_P2_AGI	int
CUI_P2_EXEMPTS	tinyint
CUI_P2_DEPS	tinyint
CUI_P2_INC_EARN	decimal (11,0)
CUI_P2_TAX_PAID	int
CUI_P2_EDUC_CRED	int
CUI_P2_IRA_DIST	decimal (11,0)
CUI_P2_IRA_PYMTS	decimal (11,0)
CUI_P2_INTEREST	decimal (11,0)
CUI_P2_PENSIONS	decimal (11,0)
CUI_P2_SCHED_C	decimal (11,0)
CUI_P2_SCHED_A	char(1)
CUI_P2_SCHED_B	char(1)
CUI_P2_SCHED_D	char(1)
CUI_P2_SCHED_E	char(1)
CUI_P2_SCHED_F	char(1)
CUI_P2_SCHED_H	char(1)
CUI_P2_IRS_RESP	smallint
CUI_END_STRING	char(11)

SF_EVALUATION1	SYSTEM_KEY	int
	YEAR_CODE	smallint
	PJ_STD_FILE_STAT	char(1)
	PJ_STD_WORK_INC	decimal (11,0)
	PJ_STD_TAXES_PD	decimal (11,0)
	PJ_STD_AGI	decimal (11,0)
	PJ_STD_UNTAX_IRS	decimal (11,0)
	PJ_STD_IRA_PMTS	decimal (11,0)
	PJ_STD_EDUC_CRED	decimal (11,0)
	PJ_STD_INTEREST	decimal (11,0)
	PJ_STD_EXMPTS	decimal (11,0)
	PJ_STD_SCHED_C	decimal (11,0)
	PJ_STD_UNTAX_PENS	decimal (11,0)
	PJ_STD_IRS_RESP	decimal (11,0)
	PJ_SP_FILE_STAT	char(1)
	PJ_SP_WORK_INC	decimal (11,0)
	PJ_SP_TAXES_PD	decimal (11,0)
	PJ_SP_AGI	decimal (11,0)
	PJ_SP_UNTAX_IRS	decimal (11,0)
	PJ_SP_IRA_PMTS	decimal (11,0)
	PJ_SP_EDUC_CRED	decimal (11,0)
	PJ_SP_INTEREST	decimal (11,0)
	PJ_SP_EXMPTS	decimal (11,0)
	PJ_SP_SCHED_C	decimal (11,0)
	PJ_SP_UNTAX_PENS	decimal (11,0)
	PJ_SP_IRS_RESP	decimal (11,0)
	PJ_P1_FILE_STAT	char(1)
	PJ_P1_WORK_INC	decimal (11,0)
	PJ_P1_TAXES_PD	decimal (11,0)
	PJ_P1_AGI	decimal (11,0)
	PJ_P1_UNTAX_IRS	decimal (11,0)
	PJ_P1_IRA_PMTS	decimal _NON(11,0)
	PJ_P1_EDUC_CRED	decimal (11,0)
	PJ_P1_INTEREST	decimal (11,0)
	PJ_P1_EXMPTS	decimal (11,0)
	PJ_P1_SCHED_C	decimal (11,0)
	PJ_P1_UNTAX_PENS	decimal (11,0)
	PJ_P1_IRS_RESP	decimal (11,0)
	PJ_P2_FILE_STAT	char(1)
	PJ_P2_WORK_INC	decimal (11,0)
	PJ_P2_TAXES_PD	decimal (11,0)
	PJ_P2_AGI	decimal (11,0)
	PJ_P2_UNTAX_IRS	decimal (11,0)
	PJ_P2_IRA_PMTS	decimal (11,0)
	PJ_P2_EDUC_CRED	decimal (11,0)
	PJ_P2_INTEREST	decimal (11,0)
	PJ_P2_EXMPTS	decimal (11,0)
	PJ_P2_SCHED_C	decimal (11,0)
	PJ_P2_UNTAX_PENS	decimal (11,0)
	PJ_P2_IRS_RESP	decimal (11,0)

Columns currently in SF_Evaluation and moving to SF_Evaluation1

Column
scholarship_apl
smart_progress_cd
sng_calc_dt
sng_dep_allowance
sng_grant_amt
sng_index
sng_osfa_qtrs
sum_only_costs
sum_stafford_fees
sumr_aid_apl
sum_housing
sum_class
sum_finish_prog
sum_credits
sum_term
sum_tuition
sum_books
sum_rm_bd
sum_trans
sum_personal_exp
sum_dep_mnt_allow
sum_foreign_stdy
sum_ay_housing
sws_accepted
sws_apl
sws_job_costs
total_budget
total_eligibility
remaining_elig
total_resources
misc_resources
total_equity
remaining_equity
sum_equity
sum_rem_equity
transportation
tuition
unassessed_pc
unusual_maint_all
unus_circumstance
uw_need
validate
verif_req_1_rcvd
verif_req_1_sent
verif_req_2_rcvd
verif_req_2_sent
verif_req_3_rcvd
verif_req_3_sent
xdrop_dt
spcl_program
sf_class
health_prof
sf_campus
deg_level
deg_type
pathway
college
major_abbr
resident
evening
commuter
budget_calculated
sumr_pr_stdnt
ser_corrected_rev
grad_minority
folder
appl_acknowledged
addl_unsub_elig
sf_boolean_20
sf_boolean_21
sf_boolean_22
sf_boolean_23
sf_boolean_24
cps_grad_prof
exclude_va_amt
tg_serve_flg
tg_counsel_flg
coa_accepted_flg
coa_accepted_dt
s_asla_cmplt
s_asla_cmplt_dt
s_asla_cmplt_id
u_asla_cmplt
u_asla_cmplt_dt
u_asla_cmplt_id
p_asla_cmplt
p_asla_cmplt_dt
p_asla_cmplt_id
g_asla_cmplt
g_asla_cmplt_dt
g_asla_cmplt_id
strt_qtr_ovrd
bridge_grant_amt
state_aid_only

Summer 2023 Content Manager Update

Hello IT Connect Content Managers,

Welcome to the Spring 2023 edition of the quarterly IT Connect Content Manager Update.

New style and formatting guide for IT Connect
Google Analytics 4 Update
Web content best practices: Use links effectively

WHAT’S NEW?

New style and formatting guide for IT Connect

A new style and formatting guide for IT Connect content is published on IT Connect. The new style guide provides updated guidance for writing IT Connect content. The guide is more robust and more prescriptive, providing advice on writing style and formatting guidelines for IT Connect content.
The new style guide goes into depth on how to:

Write for the web using plain language that avoids jargon and acronyms
Choose the best words for both user comprehension and search engine optimization
Ensure users know if the page has the information they need using audience tagging and describing a pages purpose at the top
What formatting options to use to enhance your page’s scannability and ensure consistency across the site.

The new guide is supplemented by a template that allows you to copy and paste some formatting options directly into your content.

Please reference and follow this guide when writing IT Connect content. If you have any questions about the guide, please fill out this form.

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Google Analytics 4 Update

Google Analytics 4 (GA4), the major update to web-based analytics from Google, launched last year, and Google has been busy enhancing the platform and getting analytics users ready to switch over to GA4 for their web properties. IT Connect switched to using Google Analytics this Spring, while concurrently collecting data from the legacy Universal Analytics system as well.

Last month a major milestone was reached in the worldwide switchover to GA4, when Google started turning off data collection for the legacy Universal Analytics platform. This means that the legacy system that IT Connect used to collect analytics information for nearly two decades is no longer gathering analytics data.

The next milestone is slated for the end of this year: access to all analytics data on the legacy Universal Analytics platform will be turned off for users of the service. When that happens, you will no longer be able to access any legacy analytics data through the Universal Analytics platform.

The IT Connect team has been working to save high-level platform usage data from the system before it goes away, but there are actions you must take if you want to save metrics specific to your content on IT Connect. Read more about what actions you can take from a message sent to all content editors in June:

Learn more about these changes and actions you must take to save data.

Web content best practices: Use links effectively

Linking is a powerful tool in the web content toolkit. Linking lets you easily and effectively share information with readers and can help reduce both reader frustration at finding information, and keep pages concise while still providing helpful information.

For example, if you mention a UW policy or a technology tool is documented elsewhere on IT Connect, link to it. Don’t make readers have to go searching for something you mention if it already has content somewhere and you can provide a link.

For example, if a public transportation website said to check the bus timetable for arrival times, it would create a positive user experience if the words “bus timetable” linked directly to that information, rather than the reader having to find that information on their own.

Links should be descriptive to the information they take users to. Using words like “click here” or “read more” don’t make contextual information for that link apparent with minimal thought. This is especially important for screen readers users, who often need to navigate the links on a page without the context of the surrounding text.

DOCUMENTATION, TRAINING & CONSULTATIONS

Do you need some help creating IT Connect content, another head to brainstorm content organization and layout, or want to learn how to use the features available in IT Connect? There are several ways to get help:

- Content Manager Documentation: Extensive documentation, ranging from the basics of WordPress to advanced features for pages, is available on the IT Connect Content Manager Documentation.
- Guide to writing documentation: Use the Getting started with documentation guide to help you start writing documentation. The guide breaks down the documentation process that will benefit your end users.
- Training: One-on-one training for managing content on IT Connect is available from the IT Connect service manager, Nick Rohde, over Zoom or in person. Get tips on correctly formatting content using the tools in IT Connect or learn how to organize your content. To arrange training, fill out this intake form.

Consultation: Consultation sessions for individuals or teams are available from the IT Connect product manager, Nick Rohde. To schedule a consultation, fill out this intake form.

New Version of FWS Deployed for Finance Transformation

We recently deployed Financial Web Service (FWS) v2 to Production (PROD) to support UW Finance Transformation (UWFT) and the implementation of Workday Finance!

Check out our new customer portal!

We’ve updated the Financial Web Service | FWS customer portal to reflect the current status of the service:

Removed v1 content to streamline the customer experience.
Updated the Memorandum of Understanding to communicate key resources, environment considerations, and release policies.
Migrated FWS Inbound to a new (and separate) customer portal: Secure Workday Integration for Transactions | SWIFT. To learn more about this change, refer to Secure Workday Integration for Transactions (SWIFT) Launches to Support Finance Transformation.

Please watch this space for updates. To do so, display the portal, click Watch in the upper right corner, and then select Watch all content in this space to be notified of updates related to SWIFT.

Engage with us!

We want to hear your questions, comments, and solutions! Please engage with us via the following channels:

Financial Web Service | FWS customer portal – We’re always looking to improve our documentation. Please use the page comment feature to provide feedback on any page within this space.
fws-users Mailman List – Subscribe to receive important communications and maintenance notices for FWS. Note: The fws-ft-users and fws-client-app-dev mailman lists are now retired—all users have been migrated to the new list.
EWS Office Hours – Enterprise Web Service (EWS) Subject Matter Experts are available every Friday from 10:00am to 11:00am to answer your questions. If possible, please submit questions ahead of time to ews-support@uw.edu.
Support – Refer to this page for guidance on who to contact for various support scenarios.

Secure Workday Integration for Transactions (SWIFT) Launches to Support Finance Transformation

Secure Workday Integration for Transactions (SWIFT) is a secure Application Programming Interface (API) that enables business units from across the University to post Accounting Journals and Internal Service Deliveries (ISD) to Workday via either REST API or Secure File Transfer Protocol (sFTP). This service was developed to support UW Finance Transformation (UWFT) and the implementation of Workday Finance.

Check out our new customer portal!

SWIFT documentation was previously embedded within the Financial Web Service customer portal. We’ve since created a new (and separate) Secure Workday Integration for Transactions | SWIFT customer portal, including an updated Getting Started guide, to reflect this standalone service.

Please watch this space for updates. To do so, navigate to the portal, click Watch in the upper right corner, and then select Watch all content in this space to be notified of updates related to SWIFT.

Engage with us!

We want to hear your questions, comments, and solutions! Please engage with us via the following channels:

Secure Workday Integration for Transactions | SWIFT customer portal – We’re always looking to improve our documentation. Please use the page comment feature to provide feedback on any page within this space.
swift-users Mailman List – Subscribe to receive important communications and maintenance notices for SWIFT. Note: We have migrated users who had previously subscribed to the fws-inbound-ft-users mailman list to this list.
EWS Office Hours – Enterprise Web Service (EWS) Subject Matter Experts are available every Friday from 10:00am to 11:00am to answer your questions. If possible, please submit questions ahead of time to ews-support@uw.edu.
Support – Refer to this page for guidance on who to contact for various support scenarios.

Workday Update 2023 R2 Test Environments Now Available

Workday releases a major update twice a year. The next update (R2023 R2) will be in production 09 Sep 2023. A special Workday Sandbox Preview tenant is now available that contains the upcoming changes and is available for testing. We have an FWS and HRPWS environment pointing to this tenant to support testing. We will run our own internal regression testing and do not anticipate any need for our web service users to test or adapt to these changes. If you have been asked to participate in Workday Update 2023 R2 testing or would like to run some testing on your own, please use the following environments:

https://wseval.s.uw.edu/hrp_preview/

https://wseval.s.uw.edu/financial_preview/

**NEW OFFER: eSignatures Service Office Hours

eSignatures Service team is happy to announce that beginning 8/18/2023, we will be opening eSignatures Service Office Hours session every first and third Friday of each month from 11:00am to 12:00pm to answer your questions about DocuSign at the University of Washington.

The information on how to join this session is posted on eSignatures Service Office Hours and will be regularly updated with upcoming sessions’ dates and times in the Support section.

If you already have specific questions you would like to ask, please submit them ahead of time to eSignatures Help with the subject line “eSignatures Office Hours”.

We look forward to talking to you then!

ACTION REQUIRED: Use of UW Google with Shared UW NetIDs ends August 29, 2023 (Reminder #6)

A version of this reminder message was sent to owners and administrators of Shared UW NetIDs with a UW Google account on August 8, 2023. Messages included a customized list of Shared UW NetIDs, owned or administered by the recipient, and associated with UW Google services.

What is happening?

Due to changes to the UW Google service, UW Google will be removed from all Shared UW NetIDs, effective August 29, 2023. Shared UW NetID owners—recipients of this message—must migrate UW Google content or delete data that is no longer needed (according to the UW Records Retention schedule and the UW Medicine Records and Information Governance).

Any data that is not removed from these services will be deleted after August 29, 2023.

Please note that Shared UW NetIDs are not being deleted; only UW Google accounts and services for Shared UW NetIDs are being deleted.

What is affected by this change?

ALL Google and third-party products and services associated with a Shared UW NetID are affected. The following is a short list of critical services and/or uses that are impacted by the change:

YouTube channels

ALL YouTube channels set up using a Shared UW NetID are affected.
To save the channel, including all stats (views, likes, comments, etc.), you must convert to a YouTube Brand account.
The YouTube Brand account conversion process requires ten (10) days to complete, do not wait until the day before the shutdown to start this process!

UW Google email (Gmail)
Google Drive content
3rd party apps, websites, and services that the Shared UW NetID is used to log into

What do I need to do?

At the end of this message, review the list of Shared UW NetIDs that you own.

Create a migration plan for email, files and business processes that must be retained.

Review alternatives to UW Google for Shared UW NetIDs.

If the UW Google account is no longer needed, the owner should revoke access to UW Google services for the account using the Provisioning Request Tool (PRT). This will delete the UW Google account and data.

An important note about email:

If the Shared UW NetID account is used for communicating via email, the mail forwarding needs to be changed prior to August 29, 2023. Otherwise, the mail forwarding will be set to the owner’s personal UW email address on August 29,2023. Learn how to change the email forwarding from UW Google to UW O365.

Is it possible to pay to keep services associated with Shared UW NetIDs?

No, it is not possible. The removal of Shared UW NetIDs from use with Google services is driven by the requirement to comply with Google’s new terms of service, which define the use of Shared UW NetIDs as a violation of Google’s acceptable use policy.

When do I need to migrate my data?

All data that needs to be preserved in UW Google accounts for Shared UW NetIDs must be moved to a new location by August 29, 2023. All UW Google accounts and data for Shared UW NetIDs will be deleted after that date.

WARNING: YouTube channels must be converted to a YouTube Brand account which requires ten (10) days minimum to complete. This process should be started no later than August 12, 2023.

Can UW-IT help me migrate my data?

Unfortunately, due to limited resources, UW-IT is unable to offer individualized data migration consulting or assistance. Your department’s IT group is your best resource for assistance and recommendations.

Review alternatives to UW Google for Shared UW NetIDs and data migration guides.

Can I stop receiving these reminders?

You will receive periodic reminders about moving content from the affected UW Google accounts. If you prefer not to receive these messages, the owner of a Shared UW NetID can delete the UW Google account for a Shared UW NetID using the Provisioning Request Tool (PRT) by clicking “Revoke” next to the service. This will delete the UW Google account and all data.

Please note that only an owner of a Shared UW NetID will see it listed in the PRT and can act; Shared UW NetID administrators will not see the Shared UW NetID listed in the PRT and cannot perform this action.

ACTION REQUIRED: Use of UW Google with Shared UW NetID ends August 29, 2023 (Reminder #5)

A version of this reminder message was sent to owners and administrators of Shared UW NetIDs with a UW Google account on July 25, 2023. Messages included a customized list of Shared UW NetIDs, owned or administered by the recipient, and associated with UW Google services.

What is happening?

Due to changes to the UW Google service, the use of UW Google with Shared UW NetIDs will be eliminated, effective August 29, 2023. Owners and administrators of Shared UW NetIDs must migrate UW Google content or delete data that is no longer needed (according to the UW Records Retention schedule and the UW Medicine Records Retention schedule).
Any data that is not removed from these services will be deleted after August 29, 2023.
Please note that Shared UW NetIDs are not being deleted; only UW Google accounts and services for Shared UW NetIDs are being deleted.

What is affected by this change?

ALL Google and third-party products and services associated with a Shared UW NetID are affected. The following is a short list of critical services and/or uses that are impacted by the change:
YouTube channels

ALL YouTube channels that were set up using a Shared UW NetID are affected.
- To save the channel, including all stats (views, likes, comments, etc.), you must convert to a YouTube Brand account.
- The YouTube Brand account conversion process requires ten (10) days to complete. Do not wait until the day before the shutdown to start this process!
  UW email.
Google Drive content.
Third-party apps, websites and services that the Shared UW NetID is used to log into.

What do I need to do?

Review the lists of Shared UW NetIDs that you administer at the end of this message.

Create a migration plan for email, files and business processes that must be retained.

Review alternatives to UW Google for Shared UW NetIDs.

Contact the owner of the Shared UW NetID(s) to complete any retention work that you cannot do as an administrator.

IMPORTANT: Many Shared UW NetIDs were set up by an owner who is not actively using the account, relying instead on administrators to maintain. Please do no assume that the owner of a Shared UW NetID has taken necessary action for the upcoming changes. Contact the owner to confirm a plan of action for Shared UW NetID(s) before August 29, 2023.

An important note about email

If the Shared UW NetID account is used for communicating via email, the mail forwarding needs to be changed prior to August 29, 2023. Otherwise, any emails sent to the Shared UW NetID email address will bounce back to the sender as undeliverable after the UW Google services are removed on August 29, 2023. Learn how to change the email forwarding from UW Google to UW O365.

Is it possible to pay to keep services associated with Shared UW NetIDs?

When do I need to migrate my data?

All data that needs to be preserved in UW Google accounts for Shared UW NetIDs must be moved to a new location by August 29, 2023. All UW Google accounts and data for Shared UW NetIDs will be deleted after that date.

WARNING: YouTube channels must be converted to a YouTube Brand account which requires ten (10) days minimum to complete. This process should be started no later than August 12, 2023.

Can UW-IT help me migrate my data?

Review alternatives to UW Google for Shared UW NetIDs and data migration guides

Can I stop receiving these reminders?

You will receive periodic reminders about moving content from the affected UW Google accounts. If you prefer not to receive these messages, the owner of a Shared UW NetID can delete the UW Google account for a Shared UW NetID using the Provisioning Request Tool (PRT) by clicking “Revoke” next to the service. This will delete the UW Google account and all data.

Please note that only an owner of a Shared UW NetID will see it listed in the PRT and can act; Shared UW NetID administrators will not see the Shared UW NetID listed in the PRT and cannot perform this action.

UWODS and WDFinDataMart Databases now offering Workday HR/Payroll and Finance data

The Enterprise Data Warehouse (EDW) is a secure central repository that integrates data from many sources across the University. It stores current and historical data that are used to support operational reporting and strategic analysis. The goal of the EDW is to support better and faster data-informed decision making. For more information about the EDW and how it fits within the Enterprise Data Platform, refer to Enterprise Data Platform.

Introducing Workday Finance data to the EDW

The EDW is now providing Finance and HR/Payroll data from Workday with the introduction of two new databases: UWODS and WDFinDataMart. These databases went live in Production on 7/6/2023 as part of UW Finance Transformation (UWFT), and are now available for your reporting needs! For more information on how the EDW has been supporting UWFT, including dispositions of affected databases, refer to EDW for Finance Transformation.

New WDFinDataMart Database

The EDW’s FinancialSumMart will no longer be updated after the completion of FY2023 biennium. The new Workday Financial Data Mart (WDFinDataMart) is now providing the following data from Workday:

Accounting & Operational Journal Transactions
Grant & Financial Budgets
Current Budget Balances
Payroll Journal Line Detail

To learn more about WDFinDataMart, request access, or get support, refer to the WDFinDataMart Customer Portal.

New UWODS Database

The EDW’s Operational Data Store (ODS) will no longer be updated after the completion of FY2023 biennium. The new UW Operational Data Store (UWODS) is now providing the following data from Workday:

Financial Reference Data
HR/Payroll Data

To learn more about UWODS, request access, or get support, refer to the UWODS Customer Portal.

Additional Resources for Support

In addition to the customer portals noted above, there are a number of resources available to help users stay informed, ask questions, and get support with these new databases and the data they provide.

Join Us for Office Hours

Subject matter experts are available to answer any questions you may have about about the EDW and BI Portal every Friday from 9 am to 10 am.

You can either sign up ahead of time or drop by during the session:

Drop by – Zoom (During session only)

Subscribe to Our Email Lists

Join our email lists to receive periodic updates for these new databases.

Email Us

If you have questions or would like to provide feedback, please write to edw-help@uw.edu with “UWODS” or “WDFinDataMart” in the subject line.