Survey Feedback

As part of continued efforts to improve our finance systems and services, regularly surveys were distributed to capture ways to improve from a user perspective so all remaining issues can be addressed. Feedback gathered from the survey allowed our finance teams to:  

• Develop better solutions to on-going challenges,  
• Identify any new issues due to system upgrades, policy/process changes, and integrations, and 
• Focus on areas of concern that need further refinement or attention.   

Overall we are striving for sustained progress and successful resolution to on-going challenges and issues. This survey feedback highlighted process improvement opportunities and how to improve our operational efficiency. 

Survey Results & Archives

View the Survey Results and archives.

Note: UC San Diego Single Sign-On credentials required.  Health Sciences colleagues should login using their @ucsd.edu credentials.

February 2023 Quarterly Survey Results – Top Verbatim Comment Themes from Fiscal Management Staff

1. Need a single simple, comprehensive report for PIs (similar to MyFunds in FinLink).
2. Need to use multiple sources to get data needed for reconciliation
3. User interface is difficult to navigate
4. Reports are cumbersome and difficult to understand
5. Reports take too much time to run

October 2022 Quarterly Survey Results – Top Verbatim Comment Themes from Fiscal Management Staff

1. Searching for and editing information in Oracle is not intuitive and hard to find. Interface is slow and cumbersome
2. Have to pull several different reports to gather all the types of information needed
3. Hard to identify which reports are needed
4. Need more training with step-by-step instructions on how to do specific tasks. Would like more training on understanding data and best practices.
5. Having to validate the information on the report then do manual projections. Incomplete account reporting, inaccurate data, and lack of projections in existing reports.
6. Disconnects between Oracle and UCPath
7. Need more support staff

October 2022 Quarterly Survey Results – Top Verbatim Comment Themes from Faculty/PIs

1. Reports are difficult to interpret
2. Takes too long to receive requested reports
3. Need reports that accurately reflect current and projected balances
4. Information on faculty dashboard is sometimes inaccurate or outdated
5. Hiring process takes too long and candidates are being lost

July 2022 Quarterly Survey Results – Top 5 Verbatim Comment Themes

1. Issues with functionality (e.g., incompatibility with other systems, reports do not provide usable or needed information)
2. Concerns about reports (e.g., data accuracy and consistency)
3. Concerns about increases in workload overall for fiscal managers
4. Requests for more training
5. Inefficient approval workflows causing challenges

April 2022 Quarterly Survey Results – Top 5 Verbatim Comment Themes

1. Issues with functionality (e.g., incompatibility with other systems, reports do not provide usable or needed information)
2. Concerns about data accuracy, reconciliation with other sources
3. Takes too much time to produce reports, post recharges, close out grants, etc.
4. Not receiving needed reports at regular intervals
5. Need to be able to access balances and make projections

January 2022 Quarterly Survey Results – Top 5 Verbatim Comment Themes

1. Not receiving needed reports
2. Not confident in accuracy of report data
3. Reports are difficult to interpret, necessary information is not included
4. Processes are inefficient, takes much longer to retrieve and organize information
5. Principal Investigators need to be able to check grant balances and make projections

How Feedback Is Shared

Responses are anonymized, aggregated, and shared with the Chancellor’s Advisory Committee on ESR Finance Systems to ensure independent review and accountability are part of our overall improvement plan.