Ideas that came out of our Imagine FI$Cal workshops this past April are helping us create, update and prioritize tools and services our end users want most, including support options. FI$Cal has a range of options; from self-help tools to interactive sessions led by subject matter experts. Below is a list of support options that end users can take advantage of to help with using the FI$Cal system.

Self-Service Tools

Password Reset

End users can reset passwords instantly from the Access FI$Cal login page, eliminating unnecessary delays caused by system lockout.

Automated Role Request

Departmental Authorities/Designees can use the automated Identity Self-Service Portal for all role changes.

Business Analysis

The Operational Insights Dashboard is a powerful tool for end users to filter and analyze their department transactions. This tool helps departments determine what tasks need to be completed to reconcile and close books.

Department 360 Dashboard

The Department 360 Dashboard is available to end users in the FI$Cal PeopleSoft application. This tool provides quick access to several tools and reports displayed in user-friendly tiles. Currently there are six tiles on the dashboard: FSC Tickets, FI$Cal Dashboard, Encumbrances, Expenditures, Receivables and GL/KK Data Sync. FI$Cal will continue to improve the Department 360 with new tiles. Coming soon, end users will have access to an “Errors” tile that will provide information on AP module errors, with more modules being added to that tile in the future. Follow the progress here and go to  the Consolidated Error Resolution Screen.

 Automated Service Request

The ServiceNow portal, available when logged into the system, allows users to create service requests directly to the FI$Cal Service Center. In addition to guiding users through the ticketing process, the portal displays open tickets and requests and includes a searchable database with “how to” information and solutions for common issues.

Online and Instructor Learning

How-to Help

Online job aids provide step-by-step instructions for common transactions. Users may subscribe to receive job aids on specific topics.

Online Training System

Users may visit the University of FI$Cal webpage for general tutorials on various business transactions.

Video Tutorials

FI$Cal publishes how-to videos on YouTube that are designed to help address common issues and frequently asked questions.

Virtual Chat Agent – FI$bot

When transacting in the procurement module, users can interact with FI$bot, our chatbot, to receive answers to common questions. This functionality will expand through all transactional modules of FI$Cal.

Instructor-Led Assistance

User Support Labs take place at FI$Cal headquarters every week, and are staffed by FI$Cal subject matter experts. End users make appointments and receive help completing work assignments they bring from their departments. Numerous end users have reported the sessions help close previously unreconciled months on the spot.