BFS Upgrade
Is there an introductory type of video available that explains the new navigation?
Yes. Please use the following link to view the 2018 Navigation Upgrade video.
When navigating to pages with Related Content via the tiles, the Related Content drop-down arrow is missing; where did it go?
Related Content is still available, but users must open up a new window from within BFS for it to be displayed. We are working with Oracle to resolve this issue.
Will the pages that I have saved in BFS as ‘favorites’ still be available to me once BFS is upgraded on April 3rd?
Yes, your favorites will be transferred to the new environment.
Where did my Worklist go?
There are now two different methods for approving transactions. A video describing these methods may be found at this link: Berkeley Financial System - Approving Transactions.
METHOD 1
Click on the ‘Approvals’ tile from the “BFS Home” homepage. The ‘Approvals’ tile has basic filter functionality (transaction type, date, requestor, from).
METHOD 2
Click on the ‘General Ledger’ tile from the “BFS Home” homepage. The ‘GL Approvals WorkCenter’ will only show journal entries. Use the ‘GL Approvals WorkCenter if you need to filter journals by Org Node or if you prefer to review the journal in the journal entry page format.
Sometimes my back to Home button does not appear? What do I do if this happens?
If this occurs, then click on the Home button twice. Then, when you navigate into the different tiles the back to Home button on the top left-hand side of the page will appear. We are working with Oracle to resolve this issue.
I sometimes get logged out of the system for no apparent reason.
There is a known Oracle issue where users are logged out of PeopleSoft systems when users are logged into multiple PeopleSoft systems such as BLU, HCM and Campus Solutions in the same browser at the same time. The workaround for this is to either login to only one of these systems at a single time or login to the systems via different browsers. We are working with Oracle to resolve this issue. There can happen when users are logged into multiple PeopleSoft systems (such as BLU, HCM and Campus Solutions) using the same browser at the same time. The workaround is to either login to only one of these systems at a single time or login to the systems using different browsers. We are working with Oracle to resolve this issue.
I have logged into BLU, but can no longer find the link to BFS there. Where did it go?
We had to remove the link due to a known Oracle issue with browser cache. To login to BFS you will need to navigate directly to BFS using the URL bfs.is.berkeley.edu. We are working with Oracle to resolve this issue.
I have logged into BLU, but can no longer find the link to the COA Validation page there. Where did it go?
We had to remove the link due to a known Oracle issue with browser cache. To login to BFS you will need to navigate directly to BFS using the URL coa.berkeley.edu. We are working with Oracle to resolve this issue.
What happened to the menu in BFS?
The list-driven menu has been replaced with a tile-based navigation method. Clicking on the various tiles will either take you directly to the page you need to access or it will open up a mini list-driven menu called a Navigation Collection.Please see the short video for a brief overview of the changes.
I see pages that I never saw before. Did my security change?
No, there has not been any changes to security. If you had access to certain menu items/pages prior to April 3, 2018, then you still have access to those items. The only difference is that those pages are more visible with the new navigation.
How do I delete my browser cache?
** Please make sure you are logged out of all systems, email, etc. and all but one window are closed before deleting your cache **
1. From within the web browser (in this example, Google Chrome), click on the “Customize and Control Google Chrome” icon in the top right-hand corner
2. Click on ‘History’
3. Click on ‘History’ again
4. Click on ‘Clear browsing data’
5. Select ‘All time’ from the drop-down menu
6. Click on ‘Clear Data’
How do I close a procurement card account?
If you are leaving the university or transferring to another department, you need to close your current card account. See the Program Management page for the appropriate Cardholder Account Form (CAF). The form must be signed by the Authorized Signer for your department and submitted to Card Program Services.
Provide a list of any pending charges that have not yet appeared in BFS to your supervisor, along with any related paperwork you have been holding. If you need to close the account because of fraudulent activity on the account, use the Loss-Theft-Fraud form and follow the procedures.
How do I establish a listserv for my department?
The manager who oversees procurement card activity in your department is responsible for ensuring that an electronic mailing list (a listserv) is established and maintained for the distribution of messages from Card Program Services. Subscribers must include all cardholders, BFS Reconcilers and BFS Approvers, in addition to the Authorized and Delegated Signers for the unit. Create or update the listserv at Manage your Mailing Lists on the bConnected website (you will need to Calnet authenticate to do this).
How do I know the card limits?
To find out your card limits, call US Bank at (800) 344-5696, or check with your Authorized Signer who has a copy of your Card Account Form (CAF). Purchase limits are set for each card by the department in accordance with program rules and are electronically enforced at the point-of-sale.
How do I request a new card or make changes to an existing account?
See Program Management for the appropriate Cardholder Account Form (CAF) and instructions. The form must be signed by the Authorized Signer for your department. If you need assistance determining who that person is in your unit, please contact Card Program Services.