Definition

This reference guide provides information for FDM (Foundation Data Model) maintenance, including:

• • Creating, editing, and inactivating driver (gift, grant, program, project) and cost center worktags
  • Assigning driver or cost center managers and PIs to worktags

Related Reference Guide(s): UW–Madison Worktag Attribute Definitions (excel)

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Who

Department/Unit Initiators

• • Gift, Program, Project Cost center
    • Anyone can create or edit a gift, program, or project worktag or cost center within their cost center hierarchy in the FDM Maintenance tool.
    • Anyone can update a driver or cost center manager or a PI (Principal Investigator) on a gift, program, or project worktag within their cost center hierarchy in the FDM Maintenance tool.
  • Grant
    • The “Grant Reviewer” role in RAMP can create or edit a grant worktag in RAMP, including cost center, function, and PI.
      • When new grants are set up through RAMP, the “Grant Review” role can populate the driver manager on a grant worktag.
      • If the driver manager on an established grant worktag needs to be changed, the Workday Role-Based Access Requester can submit the change in Workday through the “Add or Remove a Workday Security Role – Requester” process.

Department/Unit Approvers

• • Gift, Program, Project, Cost Center
    • Departments and large centers/institutes have one or more department approvers in the FDM Maintenance Tool.  Approvals for all other units go directly to the Dean’s Office. Once a request is submitted, the approvers name(s) will be listed.
  • Grant
    • Your department/unit Grant Reviewer and SMPH Research Administration Office approves all changes made in RAMP to grant driver worktags.
    • Your department/unit Role Based Access Requester can update a grant worktag manager on an established worktag in Workday.

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Obtaining Access

FDM Maintenance Tool

All UW employees have access to the FDM Maintenance Tool. An employee can only request edits to worktags within their own department/unit. To request a change to your department/unit approver, reach out to the Dean's Office- Fiscal Affairs (smphfiscal@med.wisc.edu).

Workday

If you need any security roles to complete this process, discuss with your next level leader. If approved, reach out to your department/unit’s Workday Role-Based Access Requester.  

To check your security role access set up prior to Workday: 

1. 1. 1. Click on the Employee Lookup tab in Tableau.
      2. Enter your name in the legal name field. 

To find your department/unit’s Workday Role-Based Access Requester:  

1. 1. 1. Go to your Workday profile and click "Job” in the left navigation menu.
      2. Click “Support Roles” in the top header. 
      3. In the Assignable Role column, scroll to find the Role-Based Access Requester.

RAMP

To add a new Grant Reviewer the department/unit research administrator must email the SMPH Research Administration office.

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Training

• N/A

Prerequisites

• • • N/A

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How

SMPH Standardized Process

• • Gift, Program, Project, Cost Center
    • SMPH Requesting a New Gift, Program or Project Worktag or New Cost Center 
    • SMPH Requesting an Edit to a Gift, Program or Project Worktag or Cost Center
    • SMPH Requesting Removing or Inactivating Worktags or Cost Centers
      
      
  • Grant
    • The “Grant Reviewer” role in RAMP can create or edit a grant worktag in RAMP, including cost center, function, and PI.
    • For Driver Managers ONLY:
      • When new grants are set up through RAMP, the “Grant Review” role can populate the driver manager on a grant worktag.
      • To update the driver manager on an existing grant worktag through Workday, follow the Grant Manager Role Assignments after the Initial Award Integration from RAMP

Core Workday Job Aids

• • N/A

Related Workday Job Aids

• • N/A

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Questions

For help with content questions or technical issues in Workday, please reach out to the SMPH Research Administration office.

For help with content questions or technical issues in Workday, please visit the ATP in SMPH – How to Get Help section. It includes instructions for submitting tickets and connecting with SMPH subject matter experts or technical support teams.

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References

Policies

• • N/A

Guidelines

• • N/A

Forms

• • N/A