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SWIFT Update November 1, 2019

SWIFT Training for the Limited Upgrade

To help you prepare for the December 2, 2019 launch of the limited upgrade, SWIFT is offering training prior to the upgrade. You can find the following training and informational materials on the SWIFT Training Guides and Resources webpage.

1. Tutorials

Tutorials describe how to access and use new features on the updated portals: Administrative Portal, Self Service Portal, and the Supplier Portal.

2. Recorded Webinars

Several recorded webinars cover the changes in a portal or module in SWIFT. You can find webinars on these modules:

  • General: Introduction to SWIFT and Supplier Maintenance
  • Accounting: Asset Management, Accounts Payable, Accounts Receivable/Billing, Commitment Control, General Ledger, Grants Management, and Project Costing
  • Procurement: EProcurement, Purchase Order, Supplier Contract, and Strategic Sourcing

3. Quick Reference Guides

All the Quick Reference Guides were updated to include the steps to complete a process in SWIFT after the upgrade. You can find them on the SWIFT Training web page by module. You can see the new look and feel of the system. Most processes remain the same. These reference guides will also be embedded on the updated SWIFT pages under the Need Help feature.

4. Overview of Changes

These documents provide a brief summary of the changes in each module. They are also featured in the SWIFT Update each week.

5. Quick Start Guides

These guides show you how to access the common pages within an updated module. They are also featured in the SWIFT Update each week.


Strategic Sourcing Upgrade Overview Class/Lab

The Strategic Sourcing SWIFT Upgrade Overview is an advanced class designed to help agencies be ready for the December 2, 2019 launch of the limited upgrade.

The class allows agency staff to gain an overview of the changes in the Administrative Portal and SWIFT. Staff will learn about the enhancements to the Strategic Sourcing module due to SWIFT's Limited Upgrade project. It is also a lab. Bring examples of your Strategic Sourcing transactions. You can explore the changes in a training environment. Functional leads will provide individual assistance with your questions.

This advanced class is not training on how to create or manage an event.

If you cannot attend one of these classes, you can view a webinar about the changes.

All classes are offered in Minnesota Management and Budget's Columbine training room in the Centennial Office Building, in St. Paul. Enroll in this training by opening Employee Self-Service and selecting the Enterprise Learning Management (ELM) folder. On the Find Learning section, enter the keyword “SWIFT” and select Search.
  elm class sign up
Seats are available in the following classes:
Class                                                                    Date                            Time
Strategic Sourcing SWIFT Upgrade Overview    November 7, 2019    9:00 am to 11:30 am
Strategic Sourcing SWIFT Upgrade Overview    November 12, 2019    9:00 am to 11:30 am
Strategic Sourcing SWIFT Upgrade Overview    November 13, 2019    1:00 pm to 3:30 pm
Strategic Sourcing SWIFT Upgrade Overview    November 19, 2019    9:00 am to 11:30 am
Strategic Sourcing SWIFT Upgrade Overview    November 20, 2019    9:00 am to 11:30 am
Strategic Sourcing SWIFT Upgrade Overview    November 21, 2019    9:00 am to 11:30 am
Strategic Sourcing SWIFT Upgrade Overview    November 25, 2019    1:00 pm to 3:30 pm
Strategic Sourcing SWIFT Upgrade Overview    December  10, 2019    9:00 am to 11:30 am
Strategic Sourcing SWIFT Upgrade Overview    December 11, 2019    9:00 am to 11:30 am
Strategic Sourcing SWIFT Upgrade Overview    December 18, 2019    9:00 am to 11:30 am
Strategic Sourcing SWIFT Upgrade Overview    December 19, 2019    1:00 pm to 3:30 pm 


Sneak Peek: Asset Management, Receipts and EProcurement Modules

When you login to SWIFT on December 2, 2019, you'll see a new look and navigation for the Asset Management, Receipts, and EProcurement modules. 

Asset Management Module

 The Asset Management module has a few new features and improvements, including the Review Cost page, Disposal Worksheet, and Asset Integration enhancements.
View the Overview of Changes and the Quick Start Guide to see more. 
  Asset Manangement 9.2

Receipts Module

The Receipts module offers a new look and feel with same the functionality.
View the Overview of Changes and the Quick Start Guide to see more. 
  Receipts Module
 
For more information about the project, see the SWIFT, Self Service, and Administrative Portal Upgrade website.


SWIFT Help Desk

  • Contact the SWIFT Help Desk for any questions, concerns or issues you have with SWIFT:
    651-201-8100, option 2 or by email  SWIFTHelpDesk.MMB@state.mn.us
  • Hours: 7:30 a.m. to 4:00 p.m., Monday through Friday; closed holidays.
  • When emailing the SWIFT Help Desk, be sure to include all details regarding the issue. Information to include with your message:
  • Issue Description
  • Business Unit
  • Module (Accounts Payable, Purchase Orders, etc.)
  • Transaction ID (Voucher ID, PO ID, etc.)
  • Error Message Print Screen
  • Additional assistance can be found on the SWIFT Reference Guide page.

SWIFT Update Mailing List

  • The SWIFT Update is sent to the SWIFT Newsletter subscription list. Use the links at the bottom of the page to subscribe or unsubscribe to the SWIFT Newsletter subscription list.

Printing the SWIFT Update

  • If you are experiencing issues printing this update, download a PDF version and print that version
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