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SWIFT Update December 7, 2023 

Someone New to SWIFT?

Do you have a new team member or know of someone who has new SWIFT roles? Suggest they subscribe to the weekly SWIFT Update to stay current on SWIFT news, help topics, and available training. Users can subscribe to the SWIFT Update here, or share this link: https://mn.gov/mmb/accounting/payroll/email-list/


Diverse Spend Reports Using the EPM Data Warehouse

Did you know that the EPM Data Warehouse can help your agency track supplier diversity spending to meet the Governor’s Equity Procurement Goal?

The Office of Equity in Procurement at the Minnesota Department of Administration created three sample reports for supplier diversity spending in the EPM Data Warehouse.

  • Diverse Spend Report
  • Equity Select Activity
  • Total Spend for Diversity Reporting – Adjusted Total Spend Using FY

You can find these sample reports in the Catalog from the global menu. Go to Shared Folders, Agency Report Exchange, ADMIN, Office of Equity in Procurement.

IMPORTANT! Do not run or save reports in an Agency Report Exchange folder. Save the reports to My Folders to update and use for your agency's needs.


Help Desk Hot Topic

The Help Desk Hot Topics feature Frequently Asked Questions answered by the SWIFT Help Desk. Use these as a friendly reminder of a process or as an opportunity to learn something new.

Q. What is a Run Control ID? 

A. A Run Control ID is a database record that remembers and provides values for a request you make in SWIFT. You use Run Control IDs to request scheduled queries, reports, processes, and process jobs. You can use a single Run Control ID to make a variety of requests. Alternatively, you can create multiple Run Control IDs to remember various sets of values for a single request. For example, if you have two business units for which you run processes and reports, you may want a separate Run Control ID to remember the desired values associated to each business unit. In addition, there are some requests that require unique and special Run Control IDs. SWIFT will prompt you when a special Run Control ID is required. You need at least one Run Control ID to make your first request in SWIFT. Please be aware that Run Control IDs cannot be deleted, and we suggest you create Run Control IDs sparingly.


SWIFT and EPM Data Warehouse Training

The SWIFT Training team offers training through a variety of methods. There are SWIFT training guides and training videos, EPM training guides, webinars, labs, eLearning, and individual sessions (by request through the SWIFT Help Desk).

Find current SWIFT training in Learning Management. Enter "SWIFT" in the Find Learning text entry box.

MODULE

WEBINARS/eLEARNING
Sessions run 9 a.m. - 10:30 a.m., unless otherwise noted.

DATES

INTRO

Introduction to EPM Data Warehouse/SWIFT webinar

1/3/24

INTRO

Introduction to SWIFT Navigation webinar

3/26/24

INTRO

Overview of SWIFT Reporting webinar

1/4/24

INTRO

Introduction to SWIFT eLearning

Anytime

AP

SWIFT Create Vouchers Overview in Accounts Payable webinar

3/6/24

BI

SWIFT Billing Part 1 webinar

1/24/24

BI

SWIFT Billing Part 2 webinar

1/25/24

EPM

Build a My Dashboard for SWIFT Reports in EPM lab
Time, 1:00 p.m. - 2:30 p.m.

3/5/24

EPM

Create a SWIFT All Expenditures Report in EPM lab

12/13/23

EPM

SWIFT EPM Create and Save a New Analysis lab

12/12/23

EPM

SWIFT EPM Create and Save the All Receipts Report lab

1/11/24

EPM

SWIFT EPM Formatting Your Report
PM session Time, 1:00 p.m. - 2:30 p.m.

12/13/23 am; 12/13/23 pm; 12/19/23 pm

EPM

Understand the SWIFT Data in the EPM Data Warehouse webinar

3/14/24

EPM

Use SWIFT Standard Reports in EPM lab

3/5/24

PO

SWIFT Create Purchase Orders webinar

3/13/24

SC

SWIFT Create a Supplier Contract Shell webinar

4/11/24

SC

SWIFT Import and Process Contract Document Electronically webinar
Time, 1:00 p.m. - 2:00 p.m.

4/11/24

SS

SWIFT Strategic Sourcing Part 1: Create, Post, and Approve Events webinar

12/14/23

SS

SWIFT Strategic Sourcing Part 2: Analyze and Award Events webinar
Time, 1:00 p.m. - 2:30 p.m.

12/14/23

SS

SWIFT Strategic Sourcing eLearning

Anytime


SWIFT Help Desk

Contact the SWIFT Help Desk for any SWIFT-related questions or issues.

EmailSWIFTHelpDesk.MMB@state.mn.us

Phone: 651-201-8100, option 2

Hours: 7:30 a.m. to 4:00 p.m., Monday through Friday (closed holidays)

When contacting the SWIFT Help Desk, make sure to include details about your question or issue, including:

  • Your Business Unit
  • Description of the issue/question
  • SWIFT 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 Training Guides and Resources page.


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