Dear Department SAAs,
The Impact23 Program Concur Phase II deploys on July 5th. As discussed in the User Groups and SAA Training sessions, Concur roles have been updated to accommodate the expanded functionality being deployed. Certain EACS actions require immediate attention to avoid disruption in workflows and reimbursement delays. While many Concur Phase I role assignments in EACS will transition automatically to Phase II, it is important to know that all Concur Phase I routing has been deleted to accommodate the changes to the Concur roles and resolve defects from the July 2022 deployment.
Please immediately take the following actions in EACS starting Monday, July 3rd:
- Review the attached guide and provision the new Concur Phase II roles as necessary
- Establish new Concur Routing assignments as soon as possible. A few friendly reminders about Concur routing assignments:
- Ensure to create a “default routing” (i.e., under Concur User enter “ALL” and use the most frequent routing used in the unit);
- Define specific routing for exceptions to the default routing; and
- An individual may only be designated as a Concur Delegate for up to 250 Concur Users across ALL Accountability Structures and roles
The program team is committed to providing you with the necessary support to establish the many new roles available for provisioning in EACS. This document contains a matrix of Department SAA actions, Concur Phase II role descriptions, and recommendations on routing to assist you in this process. This resource will guide you in assigning the appropriate Concur roles and routing to users.
SAA_Concur Phase II Role Provisioning - PowerPoint Presentation (ucr.edu)
Please begin assigning roles promptly to ensure users are ready to initiate transactions on July 5. Please note: Travelers (or their Delegate) must update pending Travel Expense Reports with the appropriate Accountability Structure and new Chart of Accounts (COA) information before submitting for reimbursement. If Concur routing has not been re-established in EACS, the Expense Report workflow will be disrupted and reimbursement may be delayed.
The Impact23 is a very large program with many new EACS applications and roles. Thank you for your ongoing commitment, dedication and support to ensure the requested EACS actions are completed. Your efforts play a significant role ensuring the our campus has the appropriate access to successfully perform their job responsibilities in the various Impact23 applications. Please email questions to saaupdate@ucr.edu
Sincerely,
Bobbi McCracken
Associate Vice Chancellor and Controller
Business & Financial Services
http://bfs.ucr.edu/
