FDM Governance

The Foundation Data Model (FDM) Governance Website provides comprehensive guidance on the structure, management, and reporting use of Workday financial worktags at the University of Washington. This site is designed to support shared environments, fiscal staff, and functional administrators in maintaining data integrity, ensuring compliance, and enabling meaningful financial reporting.

Planned or Recent Updates

TBD

 

FDM Website Contents Overview

1) FDM Definitions and Standards

This section establishes the structural and policy standards that govern how financial data is organized across UW. It includes:

  • An overview of the FDM framework and required worktags
  • Definitions of all worktag types
  • Explanation of driver worktags, defaulting logic, and account posting rules
  • Guidance on worktag hierarchies and how they support reporting and approvals
  • Naming conventions, effective dating standards, and annual review expectations

2) FDM Governance and Points of Contact

Users should reference this section when determining who owns a worktag, where to direct questions, or how governance decisions are made. It includes:

  • Governance roles and responsibilities (RACI structure)
  • Functional ownership of each worktag type
  • Shared Environment responsibilities
  • Escalation pathways for enterprise-level decisions
  • Primary points of contact for academic units and UW Medicine

3) Creating, Modifying, and Inactivating Worktags

This section provides procedural guidance for requesting changes to FDM worktags. It covers:

  • Requirements before inactivation (e.g., clearing net position)
  • UW Connect request forms and submission pathways
  • References for hierarchy updates and driver configuration

4) FDM Reporting

This section explains how worktags drive financial reporting and reconciliation in Workday. It includes:

  • Reconciliation expectations at the detailed worktag level
  • Extract reports for reviewing current worktag values and hierarchies

5) Other FDM Training and Crosswalks

This section provides supplemental materials to support understanding and transition. It includes:

  • Training materials and bootcamps
  • Crosswalks and mappings between legacy FAS structures and Workday worktags
  • Reference materials to support users adapting to the FDM framework

This section is particularly helpful for users transitioning from legacy systems or seeking additional learning resources.