SWIFT Update October 21, 2021

EPM Warehouse - SWIFT Data Training Now Available

Are you new to the EPM Data Warehouse and need basic information about SWIFT reports? Do you have questions about which EPM Data Warehouse reports can give you the SWIFT information you need? The SWIFT training team is offering support for SWIFT reports in the EPM Data Warehouse.

1. One-On-One Sessions: Request a one-on-one session with a SWIFT trainer for SWIFT reports by emailing your request to: [email protected]
2. Online Labs: Sign up for an informal, online lab based on a SWIFT topic. These informal, online labs provide training on a SWIFT topic and then allow you to try it along with the SWIFT trainer. Request to be added to the online lab by emailing [email protected]

SWIFT Lab Topic	Description	Date	Time
Use Standard Reports	Get an overview of the SWIFT reports on the Statewide dashboards. Learn about how to edit a standard report, create filters, and save a customized report in My Folders.	Nov 02, 2021	9:00 a.m. - 10:00 a.m.
Create and Save the MFR	Learn about a standard Manager’s Financial Report (MFR) from the Statewide dashboard. Edit the MFR, create filters, and save a customized report in My Folders.	Nov 09, 2021	9:00 a.m. - 10:00 a.m.
Set up My Dashboard	Gain an overview of My Dashboard. Learn how to add SWIFT reports to it.	Nov 17, 2021	9:00 a.m. - 10:00 a.m.

New Self-Paced Online Class

Since the pandemic, the SWIFT Training Team has introduced new methods of delivering training, including live webinars, an extensive library of video tutorials, in addition to our written guides. Now, we’re pleased to announce the release of a new eLearning course, which you can find in Learning Management. Online courses are self-paced and include a series of video demonstrations, followed by learning interactions and a short quiz. Learning Management tracks successful completion so they can be used in learning plans to ensure employees stay current in SWIFT.

Introduction to SWIFT eLearning

If you are new to SWIFT and need to learn how to use the Financial Management System, this online class is for you. It takes about one hour to complete (consisting of four parts, each 10-20 minutes) and demonstrates how to navigate SWIFT, find SWIFT resources, and use some of the reporting tools, including Inquiries, Queries, and Process Monitor reports.

After learning this material at your own pace, make sure to take and pass the assessment at the end to receive an official Certificate of Completion!

The SWIFT training team will launch more eLearning courses in Learning Management in the next several months. Stay tuned!

SWIFT Training

The SWIFT Training team offers online training through webinars, training guides, video tutorials, and one-on-one sessions.

• Webinars: Enroll in upcoming webinars on Learning Management. See Upcoming Webinars below. Webinars run 60 to 120 minutes and include live demos of SWIFT processes.
• Training Guides and Video Tutorials: Find quick reference guides and a user guide on our Training Guides page and video tutorials on our Training Videos page.
• One-On-One Sessions: Request a one-on-one session with a SWIFT trainer by emailing your request to: [email protected]

Upcoming Webinars

To enroll in a SWIFT webinar, sign in to the Self Service or Admin Portal and select the Learning Management tile.

1. On the Find Learning tile, enter “SWIFT” in the search field, and press the Search button.
2. From the Search Results, select the webinar you would like to take.
3. Press the Enroll button to enroll in the webinar.
4. For webinars, make sure to check your email later for an invitation, which will provide a link and instructions on how to attend the webinar.

Currently, there are seats still available for the following webinars.

Module	Classes/Webinars	Date	Time
INTRO	Introduction to SWIFT eLearning	Anytime	Self-Paced Class
PO	Purchase Order Overview	Oct 19, 2021	9:00 a.m. - 10:30 a.m.
SC	Supplier Contracts System-Generated Documents	Oct 28, 2021	9:00 a.m. - 10:30 a.m.
KK	Budget Journal Administration	Nov 04, 2021	9:00 a.m. - 11:00 a.m.
AP	Accounts Payable Overview	Nov 09, 2021	9:00 a.m. - 10:30 a.m.
BI	Billing Part 1	Nov 10, 2021	9:30 a.m. - 11:00 a.m.
BI	Billing Part 2	Nov 10, 2021	1:00 p.m. - 2:30 p.m.
AR	SWIFT Create, Correct and Verify Direct Journal Deposits	Nov 11, 2021	9:30 a.m. - 11:00 a.m.
SC	Supplier Contracts Import Contract Documents	Nov 16, 2021	9:00 a.m. - 10:00 a.m.
AR	SWIFT Enter Deposits and Apply Payments for SWIFT Invoices	Nov 16, 2021	1:00 p.m. - 2:30 p.m.
SS	Strategic Sourcing, Part 1: Create, Post, and Approve Events	Nov 17, 2021	9:30 a.m. - 11:30 a.m.
AR	SWIFT Use Maintenance Worksheets to Manage Customer Accounts	Nov 18, 2021	9:30 a.m. - 11:00 a.m.
SS	Strategic Sourcing, Part 2: Analyze and Award Events	Nov 24, 2021	9:30 a.m. - 11:30 a.m.
PO	Purchase Order Overview	Dec 02, 2021	9:00 a.m. - 10:30 a.m.
SC	Supplier Contracts Create Contract Shell	Dec 08, 2021	9:00 a.m. - 10:00 a.m.

SWIFT Help Desk

Contact the SWIFT Help Desk for any SWIFT-related questions or issues.

Email: [email protected]

Phone: 651-201-8100, option 2

Hours: 7:30 a.m. to 4:00 p.m., Monday through Friday (closed holidays)

When contacting the SWIFT Help Desk, make sure to include details about your question or issue, including:

• Your Business Unit
• Description of the issue/question
• SWIFT Module (Accounts Payable, Purchase Orders, etc.)
• Transaction ID (Voucher ID, PO ID, etc.)
• Error message print screen

Additional assistance can be found on the SWIFT Training Guides page.

SWIFT Update Newsletter

The SWIFT Update is sent to everyone on the SWIFT Update subscription list. To subscribe or unsubscribe to this newsletter, use the links below.

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