FAQ's

No, not as part of the standard operating process.  It’s the responsibility of departmental and funding source approvers to look for this during the review process.   

Yes, it is supported up to Internet Explorer Version 11.

Please contact your Department Payroll Representative and have them initiate a Personal Data Change iForm to update this default.  

Expense report date ranges can be created based upon the receipt date associated with transaction that appears in Duke@Work.  The receipt date is based upon when a vendor batches and sends in credit card transactions to be processed by Bank of America (Duke’s credit card vendor).  This receipt date may or may not align with the actual date physically printed on the paper receipt. 

 No.  A single corporate card transaction cannot be split and reassigned to multiple people.  If the card holder is one of the travelers, best practice is to include the transaction as part of their travel expense report with detailed notes describing the other travelers.  If the card holder is not traveling, include the transaction on a corporate card nontravel expense report with detailed notes describing information about the travelers. 

In preparation for the upcoming write off on April 15, 2014, ET&R will be running the “Outstanding Transactions” report each Friday until the write off is complete. These email notifications will be sent to initiators, TRaC Reps, and Business Managers. The first attachment (cc1) will list outstanding transactions that have not been included in an expense report. The second attachment (cc2) includes a list of expense reports that include corporate card transactions which have not been routed for all levels of approval.

Please send an email to corporatecard@duke.edu or call 919-681-0648.

Applications for the individual programs and any deadline to apply are available on the Certification Program's website. Manager approval is required and, OERAF will review and notify you if you are accepted. 

Staff in specific positions are required to be certified as part of the job requirements.  Please consult your supervisor for specific requirements for your particular position.

You may view your continuing education credits in the RCC Training Tracker or the Duke LMS.

Certified Duke employees must renew their certification(s) by obtaining annual continuing education credits each fiscal year (July 1 – June 30).  Completion of these requirements renews the certification for another fiscal year.  However, failure to meet continuing education requirements invalidates all certifications. Please see the continuing education website for detailed information about continuing education requirements.

Failure to complete all continuing education requirements invalidates all certifications.  You will be required to re-enroll in order to regain certification(s). 

The LMS will not allow you to register for two offerings of the same class.  In order to register for a new offering, drop the offering you wish to cancel first, and then register for the new offering.  If you are unable to drop the class, contact the class owner to request to be dropped.  Learn about how to drop a class in the LMS User Guide for RCC Training.

The date, time, and location can be viewed prior to enrolling in a class in the LMS.  Class date and location are listed in the “Main” tab of a class offering, and the location is listed in the “Learning Assignments” tab.  View Searching and Registering for RCC Classes section of the LMS User Guide for RCC Training for further details about locating this information in the LMS.

If you took the class recently, see FAQ, “I completed the quiz, but the class still shows up in my ‘In-Progress Learning,’ not ‘Completed Learning.’”  You may also need to change the search criteria of the Completed Courses page.  To reflect all training you have completed during this fiscal year, enter the first date of the current fiscal year (July 1) in the Completion Date After field (example, enter 07/01/2014 to view all training to date during FY15).

This occurs when your elements are hidden. To unhide the elements, right click on your screen. Next click “User Settings”, then click “Invisible Elements”. This will allow you to restore the hidden elements.

Yes, an SAP job runs every 10 minutes, which generates an email to the person. The new approver would not get the email until 10 mins after the work item appeared in their UWL (Universal Worklist). 

The error message maybe caused by the desktop/laptop Java security setting. There are two options to work around the error.  Please contact your local support if you have questions about which option is recommended for your area or if you need assistance. 

 Option 1

Leave your Java security setting at “High” and add the https: url to your “Exception Site List”

Go to Start->Control Panel->Java. 

Click on the Security tab. 

Click the Edit Site List button. 

Click the Add button, and add the following url https://sweb.duke.edu:8081 , then click OK.

Once added, you will see the url link in the Exception Site List.

 

Change your Java security setting to “Medium”

Go to Start ->Control Panel ->Java. 

Click on the Security tab and slide the Security Level bar to “Medium”

1. Provide detailed notes in SAP explaining the number, value and reason for the purchase.

2. Fax IRB data disclosure forms (names, SSN, home address) to Employee Travel & Reimbursement.

3. Please include a copy of the Trip Summary Report with the fax so the documentation can be properly matched with the corresponding expense report.

If gift cards are being given for other reasons, fax names, SSN, and home address as this information may be required for tax purposes.

After receiving the SAP popup window, please clear the Cache in Firefox. Below are directions on clearing the Cache.

 

1. When presented with the “SAP Popup Window” in Firefox, close the Firefox window using the red X in the upper right corner.

 

2. To clear the Cache follow the menu path:  Firefox -> History -> Clear Recent History.

 

3. Confirm that the “Time range to clear:” is set to “Everything”.  Confirm the “Cache” box is checked, then click “Clear Now”.

 

4. On the next attempt to open a previously approved expense report, you should be presented with the correct pop up window.  

 

NOTE: You may have to go through the “Clear Cache” steps twice before being presented with the correct popup window.

 

No. Schemas can’t be changed. You can move corporate card transactions back to the “buffer”.

–For a travel expense report, put city and state/region.

 

–For a non-travel expense report, put purpose.

The following are reasons why ET&R would return an expense report:

-Missing documentation 
-Receipts
-Additional information outlined for specific expense type
-No clear business purpose
-Unallowable expense
-Exception to policy that requires Management Center Approval
-Expense reports that should be processed via another payment method 

For the "Credit Card Imports" tab to display transactions, it must be refreshed. Select the "Credit Card Imports" tab. In the bottom right hand corner of the screen, select "Refresh". Once refreshed, transactions will display.

If you will be a report developer/publisher, you need to obtain a Tableau Desktop license.  
If you will be a report viewer, a Tableau license is not required.

Users are able to log in to Tableau Server to view reports when access to a report has been granted by a report publisher. This does not require a license.

Most RCC classes can be dropped (cancelled) by the user up to 48-hours prior to the class date.  From your In-Progress Learning in the Duke LMS, click on the name of the class you wish to drop.  Click the “Drop” button.  On the next page you will be asked to confirm.  Scroll down and click the “Drop” button again.  You will get a thumbs-up after you successfully drop the class, as well as a confirmation e-mail.  Further details about dropping (cancelling) a class can be found in the LMS User Guide for RCC Training.

The LMS will not allow you to drop the class if you are attempting to cancel within 48 hours of the class time. The Financial Services No-Show Fee Policy can be viewed. 

 

Please contact OERAF at ResearchFinanceEd@duke.edu about dropping a research administration class after the “Drop" deadline. 

Users are able to log in to Tableau Server to view reports when access to a report has been granted by a report publisher. This does not require a license.

The current Tableau server is set up to leverage Duke’s infrastructure. Installing individual servers is highly discouraged as the barrier to entry is high in terms of cost and resources.

At this time students are not able to publish reports on the Tableau Server.

If you are unable to view a report, you should first contact the report publisher to verify you have been authorized. If you are still experiencing issues after being authorized, please open a problem ticket to the Tableau Support Team by contacting the OIT Service Desk.

For internal assistance, please open a problem ticket by contacting the OIT Service Desk or submit a request/problem ticket using ServiceNow, https://duke.service-now.com
NOTE:  See http://www.tableausoftware.com/support/known-issues for a list of reported product bugs. If your issue is not listed or you have a product enhancement request, please open a ServiceNow problem ticket.

The Tableau Server is currently available 24/7. Unscheduled outages and scheduled maintenance will be published to the OIT Help Desk website as an IT alert.

Please see our information regarding Tableau Public.

Please see our information regarding Gaining Access to Publish.

Please ensure the software version does not exceed the current server version.

All surplus property must be entered into the Online Surplus Asset Disposition Tool.  Step-by-step instructions for this site are available.  Please review the instructions thoroughly to assist you with entering your department’s profile information and surplus items.  Once you have registered your department with the Online Surplus Asset Disposition Tool, please enter each surplus item with as much detail as possible.