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2019-07-12 iLab Updates

July 15, 2019 by mss207

Expand to see text of update image

Hello!

Over the last few weeks, the iLab team has released the following updates and enhancements:

Scheduling

Enhancement-Deleting Calendars

Going forward, we are disabling the option to delete a calendar if reservation confirmations are in queue. Once the confirmation process has been completed, the delete icon will reappear on the calendar interface.

Bug Fix-Reservation Confirmations

Users reported that future reservations were available for confirmation. This has been corrected.

Bug Fix-Timeline View

The Scheduling Timeline View displayed reservation owner information even though the equipment setting allowing that visibility is turned off. This is fixed.

Reporting

Bug Fix-Service Names

Updated service names will now be reflected in reporting immediately.

Broken Link

The tutorial link on the reporting panel was broken. The video is now available via the link and, step by step reporting instructions are also available on the iLab helpsite here.

Project Workflows

Clarification-Financial Approval Emails

Cores reported that their customer received additional financial notifications even though the customer had already agreed to the projected cost.

We have updated the email message to also make it clear that the notification is sent not only if the projected cost is exceeded, but also if the agreed cost is exceeded.

Reservation Approvals

The system required approval for an event even when the availability selected did not require it. This occurred on calendars with multiple availabilities per usage type with varying approval requirements. The approval requirement is now verified per availability.

Billing

Enhancement-Institution Billing Status Filter

We have shortened the delay between the time a billing file status is changed and the time that new status is available on the institution’s billing page. Filters will now show the correct status immediately.

Bug Fix-Invoice Filters

Invoices that had recently been marked as paid were appearing as unpaid on the institution’s invoice filter. This has been corrected.

Special Modules

Enhancement-Product Core Bar Codes

The ability to print a product barcode is now available at the core level from the product description module and the Product & Location kiosk. An icon is located near the product name in each screen that will open the option to enter the desired quantity to print.

Enhancement-Product Core Notes

Within the Storeroom Fulfillment kiosk, Delivery Locations and order Notes are now visible in the pick ticket summaries so that each pick ticket does not have to be opened to see these details

Bug Fix-Time Entry

We allow modifications to previous week’s time sheet before Tuesday night the following week, when the time sheet is processed. We have fixed a problem where an entire new role couldn’t be added to a past week, before it was processed. Staff can now add new roles in a previous week’s time entry sheet.

User Management

Bug Fix-Lab Member Expiration

When a user’s lab membership expires, cores should receive an email notification for any pending charges or reservations. This email will no longer be sent if the charges have been billed.

Filed Under: ilab, ilab new features, ilab news, ilab support

Core Billing in iLab – Blackout/Non-billing Dates

July 10, 2019 by mss207

The billing from iLab to IBIS can sometimes be tricky. Not only do you need to remember the process and all of the things to do, as well as any special requests from core customers, you need to remember which days you can and cannot bill on. 

IBIS restricts what days we can bill based on the Penn State Holiday schedule. Additionally, we cannot bill on weekends or any University Park Campus Closure days.

To help you remember what days to bill, or not bill, I have created the following infographic for you. This information was also sent out to all of the core administrators through the Core Admin listserv. It will also be posted on the CORES iLab information site.

 

Attached is an infographic that lists the blackout billing dates for iLab, as well as a basic billing timeline. This handout is a reminder for all core admins who perform the billing function to help them ensure that monthly billings are submitted only on days when they will be processed by IBIS, our financial system here at Penn State.

Text in the Core Billing in iLab Handout

2019 Billing Blackout Dates

  • All Weekend Days
  • Friday, August 30
  • Monday, September 2
  • Wednesday, November 27
  • Thursday, November 28
  • Friday, November 29
  • Friday, December 20
  • Monday, December 23
  • Tuesday, December 24
  • Wednesday, December 25
  • Thursday, December 26
  • Friday, December 27
  • Monday, December 30
  • Tuesday, December 31
  • ALL PSU UP Closure Days

Monthly Billing Steps

  1. Confirm Reservations
  2. Complete Service Tasks
  3. Create Event & Send Invoices
  4. Finalize Billing after 5 days
  5. Double check IBIS after 5pm the next day

Billing External (w/out IBIS Acct)

  • Do put charges in separate billing event; send invoices
  • Do not send to IBIS (don’t click Finalize Billing button)
  • Collect funds per department policies

Do Not Bill

  • Weekends
  • PSU Holidays
  • Blackout Dates
  • UP Campus Closure Days
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Filed Under: ilab, ilab news, ilab support, Uncategorized

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