U of T launches updated Degree Confirmation app

An exterior saturated and colourful photo of Convocation Hall shortly after the rain

The University of Toronto has launched a new version of the Degree Confirmation application, helping prospective employers, educational institutions and identity verification companies verify graduates’ credentials quickly and accurately.

The updated application provides an improved user experience along with automated search and matching capabilities that drastically reduce manual administrative processes.

“The previous application was complex and required organizations to enter a lot of information perfectly – keystroke for keystroke,” says Samantha Smith, assistant director with the Office of Convocation. “Now we’ve simplified the information required and we’ve streamlined processes to provide timely confirmation, ultimately helping graduates move on to their next steps.”

Instead of typing in a graduate’s full name, partial date of birth or student number, exact degree title and year of graduation, the updated application simply requires a graduate’s first and last name, partial date of birth, and if available, student number. Once personal information is provided, the application verifies credential information using U of T’s Student Information System.

If an organization is unable to verify a graduate’s credentials, due to multiple possible matches or a single partial match, the request is automatically sent to the Office of Convocation for follow up.

The streamlined process also allows organizations to submit multiple confirmations in one batch, pay for all confirmations at the same time and receive PDF and email receipt for their records.

To revamp the application, Enterprise Applications & Solutions Integration (EASI) worked in partnership with the Office of Convocation to research best practices at other educational institutions, analyze requirements and create prototypes for testing. They also worked closely with U of T’s Freedom of Information and Protection Privacy Office to ensure compliance with The Freedom of Information and Protection of Privacy Act (FIPPA).

“This project is a great example of collaboration between different areas of the university,” says Evan Moir, product manager with EASI. “It was really important to focus on a user-centred approach and to fully understand business needs through research and usability testing.”

This user-centred approach, and improved search and verification process, has drastically reduced manual workload for the Office of Convocation, which receives over 7,500 degree confirmation requests each year.

“In the past we would have between 600 to 780 follow-up requests per month. Now, we have between 250 and 350, and the system helps us conduct those follow ups quickly,” says Smith. “Degree confirmation requests peak in spring and fall which coincides with convocation and graduates applying for jobs. This updated application has reduced a significant workload during our peak time but as importantly, offers a fast, convenient, and reliable service.”

The Office of Convocation is responsible for the logistical details of the student and guest related elements of convocation for all university campuses and federated colleges. Annually, this totals 20,000 students and 40,000 guests. The office is also responsible for the reissue of degrees and diplomas, and certification of degree letters.

To date, the application has been highly successful. Since its launch in March 2022, 83 per cent of all degree confirmation requests were automatically resolved by the system, with only 17 per cent requiring manual follow up by the Office of Convocation.

“We’ve been really pleased with the updated application and we want a system that reflects well on the university,” says Smith. “The application provides quicker degree confirmations for organizations, lessens the workload for our staff, and ultimately provides timely support for our graduates to pursue further education and careers.”

EASI launches new Power BI Toolbox

Date: October 6, 2022
To: ROSI and RocketShuttle Users
From: EASI Communications
Re: EASI launches new Power BI Toolbox

 

Dear Colleagues,  

Enterprise Applications and Solutions Integrations (EASI) is pleased to announce the launch of a new online resource for University of Toronto (U of T) staff and faculty. The Power BI Toolbox will provide the community with on-demand access to documentation for onboarding to key enterprise reporting tools such as Power BI, Azure Data Studio and the ROSI-REPLICA database.

The Power BI Toolbox was developed to support an exciting new initiative in institutional reporting: the rollout of Power BI, a leading data visualization tool, to University staff and faculty. Read the information below to learn more about the toolkit, Power BI at U of T and how this project will benefit our community.

Community members who are interested in learning more are invited to attend an introductory session on Power BI at U of T on September 22: View session information | Add to calendar.Please note that the toolbox is an ongoing initiative and will be continually updated with new information and resources. To discuss onboarding to Power BI with EASI, please request support via the toolbox page.We look forward to introducing Power BI to the University community in the coming months.

Kind regards,

EASI Communications——————————— 

How should I use the Power BI Toolbox?    

The Power BI Toolbox is your central hub for onboarding and using Power BI and connected tools like Azure Data Studio and the ROSI-REPLICA database. From the toolbox’s main page, you can:    

  • View comprehensive reporting documentation from EASI, including FAQs and troubleshooting help.  
  • Request Power BI and/or ROSI-REPLICA database onboarding and support. 
  • Access valuable resources from Microsoft such as the Power BI Microsoft Community and external documentation.  

What can Power BI be used for and what are its benefits?    

Staff and faculty assigned the full Microsoft 365 license can use Power BI for reporting tasks. Power BI offers many benefits, including:    

  • Data integration with other enterprise Microsoft tools such as Excel, SharePoint; integration with Azure Data Studio, a free cross-platform tool from Microsoft. 
  • The support of paginated reports. 
  • Access to the ROSI-REPLICA database, a new real-time and read-only copy of ROSI production data.

For a great overview of how Power BI’s capabilities can transform data, view Microsoft’s Power BI Data Stories Gallery.

Successful Launch – U of T Electronic Funds Transfer Payment Pilot Project

Date: August 12, 2022
To: Departmental Administrators
From: Electronic Funds Transfer Pilot Project Team
Re: Successful Launch – U of T Electronic Funds Transfer Payment Pilot Project

 

Dear Departmental Administrators,

We are pleased to announce that the University of Toronto has successfully launched Electronic Funds Transfer (EFT) payment pilot project. Pilot vendors started receiving EFT payments on August 11.

This pilot project vetted select Canadian currency vendors to transition from payments by paper cheque to direct deposit, offering increased payment speed while reducing processing costs for the University and vendors. Thirty-three vendors were selected for the EFT pilot due to their transaction volume and spend and have been onboarded to the Enterprise Service Centre.

In late August, we will be conducting a survey with participating vendors to gather feedback on potential improvements for future EFT rollout to additional vendors. Please stay tuned for more details on Phase 2 and future onboarding plans.

Interested in viewing participating vendors and learning more about changes for users? Visit Financial Services’ webpage for details.

Questions? Please contact Kirin Jeffery, EFT Project Manager, at kirin.jeffery@utoronto.ca for specific questions.

Thank you to everyone who has helped to make this project a success, and we look forward to future phases of this exciting project.

Sincerely,

EFT Pilot Project Team

Launch Aug. 11 – U of T Electronic Funds Transfer Payment Pilot Project

Date: August 8, 2022 
To:
Departmental Administrators
From:
Electronic Funds Transfer Pilot Project Team
Re: Launch Aug. 11 – U of T Electronic Funds Transfer Payment Pilot Project

 

Dear Departmental Administrators,

The University of Toronto is excited for the upcoming launch of Electronic Funds Transfer (EFT) payment on August 11, 2022.

This pilot project has vetted select Canadian currency vendors to transition from payments with a paper cheque to direct deposit payments, offering increased payment speed while reducing processing costs for the University and vendors. Vendors were selected for the EFT pilot due to their transaction volume and spend.

The onboarding process for this pilot project was highly successful, and we will conduct a survey in August with participating vendors to gather feedback on potential improvements for future EFT rollout to additional vendors.

The EFT pilot project represents minimal change to business processes for departments.

Details to Remember: 

  • As part of the process to move vendors on to EFT payments, a special final cheque run for EFT vendors will be processed on August 9, 2022.
  • All invoices (except holdback invoices) pertaining to the pilot vendors entered in the system before this special payment run (regardless of due date) will be paid via cheque. Any invoices entered in the system after this special run will be paid via EFT when due.
  • EFT vendors will start to receive EFT payments on August 11.
  • EFT vendors may be blocked from posting entries briefly for the payment method change process.

Interested in learning more about changes for users? Visit Financial Services’ webpage for details.

Questions? Please contact Kirin Jeffery, EFT Project Manager, at kirin.jeffery@utoronto.ca for specific questions.

Thank you to everyone who has helped to make this project a success.

Sincerely,
EFT Pilot Project Team

Launch Aug. 11 – U of T Electronic Funds Transfer Payment Pilot Project

Date: July 27, 2022
To: Departmental Administrators
From:
Electronic Funds Transfer Pilot Project Team
Re: Launch Aug. 11 – U of T Electronic Funds Transfer Payment Pilot Project

 

Dear Departmental Administrators,

The University of Toronto is pleased to announce that the pilot project for Electronic Funds Transfer (EFT) payment is scheduled to launch on August 11, 2022.

This project has vetted select Canadian currency vendors to transition from payments with a paper cheque to direct deposit payments, offering increased payment speed while reducing processing costs for the University and vendors. Vendors were selected for the EFT pilot due to their transaction volume and spend. This pilot project will provide a foundation for future EFT rollout to additional vendors.

The EFT pilot project represents minimal change to business processes for departments.

As part of the process to move vendors on to EFT payments, a special final cheque run for EFT vendors will be processed on August 8, 2022.

All invoices pertaining to the pilot vendors entered in the system before this special payment run (regardless of due date) will be paid via cheque. Any invoices entered in the system after this special run will be paid via EFT when due.

Vendors may be blocked from posting entries briefly for the payment method change process.

Interested in learning more about changes for users? Visit Financial Services’ webpage for details about:

  • Participating vendors
  • An overview of the project
  • Highlights for Financial Administrators
  • Documentation and Simulations Related to the EFT Initiative and FIS reporting and processing
  • Contacts

Questions?

Please contact Kirin Jeffery, EFT Project Manager, at kirin.jeffery@utoronto.ca for specific questions.

Sincerely,
EFT Pilot Project Team

Please Limit Usage in ROSI and Related Systems on Friday, July 29

Date: July 25, 2022
To: ROSI Users; Registrar’s Offices
From: Student Information Systems
Re: Please Limit Usage in ROSI and Related Systems on Friday, July 29

 

To all ROSI / ROSI Express / Degree Explorer / Rocket Shuttle Users:

Friday, July 29 will be a very heavy enrolment day for students in ACORN, and we expect higher than normal system resource usage for most of the morning.

Please avoid running any ROSI or ROSI-related processes that might place any additional burden on the system between 8 am and 1 pm on Friday, July 29.

Processes to avoid include:

  • ROSI downloads
  • ROSI batch jobs
  • ROSI admissions correspondence batch printing
  • ROSI Express reports
  • Rocket Shuttle, Data Studio or Power BI queries against the ROSI production database (Queries against the ROSI Replica are permitted)
  • Degree Explorer reports and program assessments
  • Student Records Web Services (SRWS) API
  • RXP REST API

On this heavy enrolment day, students will be restricted from accessing some ACORN functions.

After 1 pm on Friday, restrictions on the systems will be lifted.

This email has been sent from a service account and does not accept replies. Please direct any follow up questions to the Enterprise Service Centre http://www.uoft.me/esc

Sincerely,

Student Information Systems

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Resources

Please do NOT process Change of POSt (CHOP) on Thursday, July 14 and Friday, July 15 

Date:  July 11, 2022
To:  ROSI Users
From: Student Information Systems 
Re: Please do NOT process Change of POSt (CHOP) on Thursday, July 14 and Friday, July 15 

 

Dear ROSI users,

*** This e-mail is sent on behalf of Student Receivable and Accounting Office ***

Please do NOT process any batch or online Change of POSt (CHOP) on Thursday, July 14 and Friday, July 15

If you process a CHOP for a student during this period, the student’s fees will be calculated incorrectly and in a manner that will be very difficult and time-consuming for Student Accounts to correct.

The student’s ACORN Financial Account may be blocked while the corrections are made.

If you must process a CHOP for a student during this period, then you must trigger fees assessment by viewing the student’s invoice, and forward an email message to bonnie.vincze@utoronto.ca.

Student Receivable and Accounting Office is testing the Fall 2022-Winter 2023 session fees assessment process during this period, and if the testing is successful, fees assessment will be turned ‘ON’ at 5pm on Friday, July 15 and fees will be available to view on ROSI on Monday, July 18.

Your co-operation is greatly appreciated.

Sincerely,
Student Information Systems

Summer 2022 – Count Procedures

Date: July 4, 2022
To: Faculty Registrars
From: Planning Analytics
Re: Summer 2022 – Count Procedures

 

In order to assist you in preparing for the Summer Count, please refer to the procedures below.

The RETRIEVAL DATE will be on August 10.   The COUNT DATES are as follows:

Subsession = F  à count date is June 1 (courses are active between May 9 and June 20)

Session       = Y à count date is June 30 (courses are active between May 9 and August 15)

Subsession = S  à count date is July 25 (courses are active between July 4 and August 15)

In other words, there will be a count date tied into the session or subsession indicating when the course is operating.

On each COUNT DATE, all academic activities that were approved on or before the associated  COUNT DATE  (as shown above) will be picked up for each student.  Academic activities that do not have APProved status on or before the relevant COUNT DATE will be excluded.  Students without any APProved academic activities falling within the appropriate count dates shown above will NOT be included in the retrieval.  There is no need to “freeze” processing to ROSI records anytime during the count retrieval process as long as all amendments have the correct effective date associated with them.

  1. Please run the COUNT-DATE-PREPARATION programs in ROSI – direct command4 B B as early as you can before the count retrieval date (August 10).  These programs will help you identify student records that may require adjustments.  Examine the outputs and enter corrections/changes to the student records on or before the retrieval date.
  2. As in past years, it is essential that data such as LEGAL STATUS and COUNTRY OF CITIZENSHIP be complete.  We have very little leeway for ‘not reported’ data in DATE OF BIRTH and MOTHER TONGUE, so please make these as complete as you can.   It is also important that permanent address be available.  The ROSI program “Registrations Containing Anomalous Data – direct command 4 B B G will be of assistance in identifying records needing data adjustment.
  3. On the evening of the retrieval date (August 10), Planning and Budget (P&B) will run the retrieval program and will retrieve records of all students with academic activity within the start date and end date of each subsession and whose registration effective date is no later than June 30.  The registration effective date must be set to June 30 or earlier regardless of subsession.  For the Summer count, academic activities will be counted as follows:

 

F courses will be counted as at June 1

Y courses will be counted as at June 30

S courses will be counted as at July 25

 

PLEASE ENSURE THAT ALL ACADEMIC ACTIVITY APPROVAL DATES  ARE SET TO JUNE 1 OR EARLIER  FOR  ‘F’ COURSES, JUNE 30 OR EARLIER FOR ‘Y’ COURSES,  AND JULY 25  OR EARLIER FOR ‘S’ COURSES for those students who are legitimately in a course but whose ROSI records were not updated until after the associated count date. THE REGISTRATION EFFECTIVE DATE MUST BE SET TO JUNE 30 OR EARLIER REGARDLESS OF SUBSESSION.

 

  1. After the count retrieval, you will receive an e-mail notification that your division’s report datasets have been created.   This is an additional check in ensuring that no students have been missed.
  2. After the count retrieval and before August 17, please notify us if substantive changes need to be made to your division’s records.  You can also notify us of additional registrations between August 10 and August 17 although we cannot guarantee that they will be added to the count file.
  3. Documents supporting the exempt status of international students who have been exempted from paying international fees must be on file in your division and available for reference.  ROSI screen 4 B B D should help to identify such students.

If you have any questions or if you need clarification, please contact Planning & Analytics by email at planning.analytics@utoronto.ca.

This email has been sent from a service account and does not accept replies. Please direct any follow up questions to the Enterprise Service Centre http://www.uoft.me/esc

 

ROSI and other student systems maintenance Friday, August 19

Date: July 4, 2022
To:
ROSI Users
From: Student Information Systems 
Re:
ROSI and other student systems maintenance Friday, August 19

 

Dear ROSI users

We will need to take ROSI and all associated student information systems offline 5 p.m. to 9 p.m., on Friday, August 19 to perform quarterly maintenance on the database. We will return the systems to service sooner if the work is completed earlier than 9 p.m.  The following systems will be affected:

  • ACORN
  • ACORN Grant Application
  • Course Information System
  • Degree Explorer (Student and Admin)
  • EASI Institutional File Transfer
  • Elections
  • eMarks
  • Exam photo invigilation
  • Online Administrative Student Information System (OASIS)
  • Rocket Shuttle
  • ROSI
  • ROSI Express
  • ROSI Files
  • Safety Abroad Student Registry
  • Varsity Blues Registration System
  • Web services/APIs

A notice will be posted on the ACORN launchpad and social media so that students are aware of the outage.

Thank you for your patience as we make these improvements.

This email has been sent from a service account and does not accept replies. Please direct any follow up questions to the Enterprise Service Centre http://www.uoft.me/esc

Sincerely,
Student Information Systems