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    SWIFT Update November 18, 2021


    Request for Approval of Special Expenses Updated Form

    A revised form for Request for Approval of Special Expenses in now available on the Minnesota Management and Budget website in the Payroll Forms section. 

    EPM Data Warehouse Training  

    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.

    • One-On-One Sessions: Request a one-on-one session with a SWIFT trainer for SWIFT reports by emailing your request to: [email protected]
    • 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]

    Lab Topic

    Description

    Date 

    Time

    All Expenditures Report

    Learn about the standard All Expenditures Report from the Statewide Dashboard. Edit it, create filters, and save a customized report in My Folders.

    Dec. 07, 2021

    9:00 a.m. - 10:00 a.m.

    All Receipts Report

    Learn about the standard All Receipts Report from the Statewide Dashboard. Edit it, create filters, and save a customized report in My Folders.

    Dec. 14, 2021

    9:00 a.m. - 10:00 a.m.

    Additional Down Time for Self Service on Sunday, 11/21/2021

    From Statewide Payroll Services: Due to additional scheduled maintenance on Sunday, November 21, 2021, the maintenance window may extend beyond the normal hours of 6:00 a.m. to 12:00 p.m. Self Service may remain unavailable through 5:00 p.m.

    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.
    • Introduction to SWIFT eLearning: This online class demonstrates how to navigate SWIFT, find SWIFT resources, and use some SWIFT reporting tools. After learning this material at your own pace and passing the quiz, you’ll receive a Certificate of Completion.
    • 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 or eLearning class, 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 check your email later for an invitation. It will provide a link and instructions on how to attend the webinar.

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

    Module

    Webinars/eLearning

    Date 

    Time 

    INTRO

    Introduction to SWIFT eLearning

    Anytime

    Self-Paced Class

    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.

    AP

    Create Vouchers in the Accounts Payable webinar

    February 23, 2022

    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.

    Printing the SWIFT Update

    • If you are experiencing issues printing this update, download a PDF version and print that version
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