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<body lang="EN-US" link="#467886" vlink="#96607D" style="word-wrap:break-word">
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<p class="MsoNormal"><b>Good morning All,</b> <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I am happy to announce a new Financial Reporting tool that <u>
is available to all of you for immediate use</u>! This tool was demonstrated in the last faculty/staff meeting and I know some of you are already using it, but I wanted to send out this email as a reminder the tool is active and live. The business office
will not be sending out monthly reports so please feel free to review your activity from the last month. My fellow business managers have developed a few tutorials to help you navigate to and utilize these reports. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">For those who may not have attended the last faculty/staff meeting here is a little background information. Over the past year,
<b>CALES Business Managers, ALVSCE Data Solutions Team, and UAIR </b>have collaborated to develop a new reporting tool designed to provide more detailed and accessible financial information tailored to faculty needs. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">This report was designed to address concerns regarding timely financial reporting due to business staffing shortages. It will provide current financial information, updated daily, via a summary of your accounts (and employees), as well
as allow you to gather detailed information for all that you supervise. Tutorials are
<b>attached</b> to get started and the links to the web versions are here:<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoNormal" style="mso-list:l0 level1 lfo1"><a href="https://scribehow.com/viewer/Accessing_the_PI_Report_and_Adding_FavoriteHomepage__wAGjJ23tSlurMZafOMRqAw"><span style="color:#467886">Accessing the Report in Analytics</span></a><o:p></o:p></li><li class="MsoNormal" style="mso-list:l0 level1 lfo1"><a href="https://scribehow.com/viewer/How_to_navigate_and_use_the_PI_Report__B8_DMDV2ThOyObeTY9XJXQ"><span style="color:#467886">Navigating and using the PI Report</span></a><o:p></o:p></li><ul style="margin-top:0in" type="circle">
<li class="MsoNormal" style="mso-list:l0 level2 lfo1">(Note - if you have the Scribe browser tool installed, it will provide a “Guide Me” function that we recommend using if possible)<o:p></o:p></li></ul>
</ul>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">At the bottom of this email, <u>I have created a Poll link to schedule time(s) for us to meet and review</u>. Please select times that work for you after reviewing this information.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div class="MsoNormal" align="center" style="text-align:center">
<hr size="1" width="100%" align="center">
</div>
<p class="MsoNormal"><b>Why Was This created:<o:p></o:p></b></p>
<p class="MsoNormal"><b><o:p> </o:p></b></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoNormal" style="mso-list:l3 level1 lfo2">To allow you to view your current financial account status
<b>on-demand</b>, to <b>facilitate</b> <b>monitoring</b> and allow <b>planning</b>.<o:p></o:p></li><ul style="margin-top:0in" type="circle">
<li class="MsoNormal" style="mso-list:l3 level2 lfo2">Initial <b>Summary Report</b> for complete overview, with the ability to drill down into
<b>Detailed Account/Employee reports</b>.<o:p></o:p></li></ul>
<li class="MsoNormal" style="mso-list:l3 level1 lfo2">Provide a starting point for
<b>communicating</b> <b>concerns</b> with business officers.<o:p></o:p></li><li class="MsoNormal" style="mso-list:l3 level1 lfo2"><b>Monitor employee status</b>, with details including Titles, Compensation rates, FTE, start/end dates, Visa status (if applicable), etc.<o:p></o:p></li><li class="MsoNormal" style="mso-list:l3 level1 lfo2">Review Designated Campus Colleague (DCC) that you supervise (if applicable).<o:p></o:p></li></ul>
<p class="MsoNormal" style="margin-left:.5in"><o:p> </o:p></p>
<div class="MsoNormal" align="center" style="text-align:center">
<hr size="1" width="100%" align="center">
</div>
<p class="MsoNormal"><b>What’s Changing:</b> <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoNormal" style="mso-list:l1 level1 lfo3"><b>Starting November 2025</b>, the new
<b>PI Monthly Reports</b> will be available <b>on-demand</b> via <b>UA Analytics</b>, providing up-to-date actuals. <o:p></o:p></li></ul>
<ul style="margin-top:0in" type="disc">
<li class="MsoNormal" style="mso-list:l4 level1 lfo4">You will receive <b>monthly email reminders</b> to review your report—please note that you will need VPN access to log into UA Analytics to view it when off campus. <o:p></o:p></li></ul>
<p class="MsoNormal" style="margin-left:.5in"><o:p> </o:p></p>
<div class="MsoNormal" align="center" style="text-align:center">
<hr size="1" width="100%" align="center">
</div>
<p class="MsoNormal"><b>What’s NOT Changing:</b> <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoNormal" style="mso-list:l2 level1 lfo5"><b>Account review and support from your business team:</b> While we are proud of the progress we’ve made, we understand this tool is not all encompassing, and we are continuously improving and adding features
where possible. Your business office will continue to monitor accounts, provide additional support where needed, and provide ad hoc reports when necessary.<o:p></o:p></li><li class="MsoNormal" style="mso-list:l2 level1 lfo5"><b>Meetings to review financial standing:
</b>We believe this tool will allow us the time spent manually transferring data to reports to be better served by hosting more regular financial meetings, improving communication and expanding shared understandings.<o:p></o:p></li><li class="MsoNormal" style="mso-list:l2 level1 lfo5"><b>Support for operational procedures and transactions:</b> Inquires for operational expenses, personnel, travel, capital, and other items should still be directed to business staff to advise on account
policies and general compliance.<o:p></o:p></li><li class="MsoNormal" style="mso-list:l2 level1 lfo5"><b>General communication and support:</b> We encourage you to reach out at any time with any questions/concerns you may have. We are still here to support you and your projects.<o:p></o:p></li></ul>
<p class="MsoNormal" style="margin-left:.5in"><o:p> </o:p></p>
<div class="MsoNormal" align="center" style="text-align:center">
<hr size="1" width="100%" align="center">
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Please take time to review the report now, if you have any questions or concerns there is a link below to schedule time with me, or you can reach out to Bonnie as well. Additionally in the following weeks, the CALES Business Managers will
be hosting office hours where anyone can drop in to review and ask questions (more details to come).<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thank you for your attention to these changes and for your collaboration!<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Sincerely,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<td width="96" valign="top" style="width:1.0in;padding:0in 0in 0in 0in">
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri",sans-serif;color:#403635"><img border="0" width="72" height="67" style="width:.75in;height:.7in" id="Picture_x0020_3" src="cid:image001.png@01DC4CCE.4DEB1C20" alt="The University of Arizona block 'A' logo."><span style="mso-ligatures:none">
<o:p></o:p></span></span></p>
</td>
<td width="524" valign="top" style="width:393.0pt;padding:0in 0in 0in 0in">
<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#0C234B;mso-ligatures:none">Jennifer Rascon,</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#495057;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#0C234B;mso-ligatures:none">Business Manager, Sr.
</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#495057;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#0C234B;mso-ligatures:none">Environmental Sciences/ Water Research Resource Center/School of Plant Science
</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#495057;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#495057;mso-ligatures:none">THE UNIVERSITY OF ARIZONA<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#495057;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#0C234B;mso-ligatures:none">Office: 520-621-1138</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#495057;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#0C234B;mso-ligatures:none">Cell: 520-904-4857</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#495057;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#0C234B;mso-ligatures:none"><a href="mailto:jrascon1@arizona.edu">jrascon1@arizona.edu</a><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Calibri",sans-serif;color:#EE0000;mso-ligatures:none"><a href="https://outlook.office.com/book/JenniferRascon@emailarizona.onmicrosoft.com/?ismsaljsauthenabled"><span style="color:#EE0000">Click
here to schedule meeting with me</span></a></span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#495057;mso-ligatures:none"><o:p></o:p></span></p>
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