Liaison Update
Description
Liaison assignments for Projects and Activities can be updated using the Activity Lookup and Project Lookup. This application is accessed by clicking on the Change Liaison/Phone button on the results page.
Navigation to Liaison Update
- Log in to CIS
- Financial & Business Services pagelet
- Resources & Information
- Chartfields
Definitions
Other Resources
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FS Web pages have helpful information about Chartfields which can be helpful in understanding Liaison Change:
- Activity Lookup
- Agency Class
- Allowable/Unallowable
- Directory by Funding Agency and Agency Identifier
- Custom Account Descriptions
- Non Personal Service Expenses
- Project Lookup
Financial Services Technology Support Quick Tips
Financial Services Technology Support has prepared a Quick tip regarding Chartfield Lookups
The Financial & Business Services Index and Glossary has information about Chartfields which can be helpful in understanding Liaison Change:
- Account
- ACT (Activity)
- AU (Allowable/Unallowable)
- Chartfields
- Custom Account Description
- FUND (Fund)
- Non Personal Services Chart of Accounts
- ORG (Organization)
- PRO (Project)
Activity Liaison Change
You can quickly and easily change the Liaison on an Activity, or simply update this Liaisons phone number. By navigating to the Activity Lookup page and searching for an Activity or List of Activities. Select the “Change Liaison/Phone” button to enter the application. Enter (or search for) the Employee ID. If an ID is typed directly into the input box, tabbing out will display the employee’s name and default phone number. Enter a new phone number if necessary. Select the Activities you would like for that person (Liaison information will highlight in yellow when row is selected). Click Submit Change.
- Check All button—appears if there are 50 or less Activities on the screen.
- Uncheck All button—deselects any check boxes.
- All of the columns, including the Select column, can be sorted.
Notice in the upper left that it tells you how many rows are returned, and keeps track of how many check boxes you select. If you see a red “X” icon in the Select column on a row, that means you either do not have access, the Activity is inactive, or both. Hover over the icon to see information.
Project Liaison Change
You can quickly and easily change the Liaison on a Project. Navigate to the Project Lookup page and search for a Project or List of Projects, then select the “Change Liaison/Phone” button to enter the application. Start typing the Employee ID or the last name, and it will begin filtering a list of employees to choose from. Select the Projects you would like for that person (Liaison information will highlight in yellow when row is selected), and then click Submit Change.
- Check All button—appears if there are 50 or less Projects on the screen.
- Uncheck All button—deselects any check boxes.
- All of the columns, including the Select column, can be sorted.
Notice in the upper left that it tells you how many rows are returned, and keeps track of how many check boxes you select. If you see a red “X” icon in the Select column on a row, that means you either do not have access, the Project is inactive, or both. Hover over the icon to see information.
