1 shared financial systems wisdm2 difference training october 2006

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Shared Financial SystemsShared Financial Systems

WISDM2 WISDM2 Difference TrainingDifference Training

October 2006

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AgendaAgenda

• Changes to WISDMChanges to WISDM• Changes to the Main Page Changes to the Main Page • Modifications to Department Search FieldModifications to Department Search Field• Modifications to the Project SearchModifications to the Project Search• Modifications to the Summary Report & Modifications to the Summary Report &

Summary DetailSummary Detail• Department Rollup Modifications Department Rollup Modifications • Authorization ChangesAuthorization Changes

• New Features New Features • FavoritesFavorites• PO Encumbrance SearchPO Encumbrance Search• Help FeaturesHelp Features

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Changes to WISDMChanges to WISDMThe Main Page – Access WISDM MenuThe Main Page – Access WISDM Menu

Mouse over “Main Menu” to view WISDM menus. You can access main menu anywhere in the system.

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Changes to WISDMChanges to WISDMThe Main Page – Access WISDM MenuThe Main Page – Access WISDM Menu

Example: Mouse over “AP/PO” and then “PO Encumbrance Search” to search for PO encumbrances.

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Changes to WISDMChanges to WISDMModifications to Department SearchModifications to Department Search

Selection OptionsSelection Options

A department tree icon has been added to allow users to select departments from the tree.

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Changes in WISDMChanges in WISDMModifications to Department SearchModifications to Department Search

Select Departments from the TreeSelect Departments from the Tree

Click on Department name to select that Department. For example: “0305”, or “03”.

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Changes to WISDMChanges to WISDMModifications to Project SearchModifications to Project Search

Selection OptionsSelection Options

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The Project Search now has the Dept search field and the Dept Selection Tree.

When searching by Department in the Project Search only transactions posted to that Department will be included on the Summary Report.

Changes to WISDMChanges to WISDMModifications to the Department Summary Modifications to the Department Summary

ReportReport

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Apply button is no longer needed because any change made to the Report Options is reflected automatically in the results.

To view the Summary Report in PDF or Excel format, select corresponding option in the drop down box.

Changes to WISDMChanges to WISDMModifications to the Project Summary ReportModifications to the Project Summary Report

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The link to the Award Info is now located in the Project/Grant box.

Changes to WISDMChanges to WISDMModifications to Output SelectionModifications to Output Selection

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The option to view data in Excel or PDF is now contained in a drop down box. On the Summary Detail and the Summary Report pages, the selected option will automatically load.

Changes to WISDMChanges to WISDMModifications to Output SelectionModifications to Output Selection

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On some searches, the option to see the data in Excel or PDF is contained in the Search Criteria. Select the desired format from the drop down box and click on Submit after entering the search criteria.

Changes to WISDMChanges to WISDMUpdating the Custom ViewUpdating the Custom View

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Click

Changes to WISDMChanges to WISDMUpdating the Custom ViewUpdating the Custom View

Custom Columns will have to be selected again in WISDM2. Here are the recommended defaults.

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Changes to WISDMChanges to WISDMDepartment Rollup ModificationsDepartment Rollup Modifications

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You can rollup Multiple Funds, separated by a comma.

•Aggregate – Summarized report of all selected Departments and funds. This is similar to the results for the Rollup in the current version of WISDM

•Individual – Reports of all funds by each Department.

Changes to WISDMChanges to WISDMDepartment Rollup - Individual Report ExampleDepartment Rollup - Individual Report Example

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One department report per page. Click “Next”, “Previous” or use drop down list to view individual department reports.

Changes to WISDMChanges to WISDMDepartment Rollup – Chartfield Summary Page Department Rollup – Chartfield Summary Page

ExampleExample

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When drilling down from the Department Rollup Summary Report, you will usually be brought to an Chartfield summary.

To see all the transactions, click on the total amount. Please note this could take a while to run.

Transactions are organized by Funding String.

Changes to WISDMChanges to WISDMAuthorization ChangesAuthorization Changes

All WISDM users have access to the campus-All WISDM users have access to the campus-wide financial data in WISDM 2.wide financial data in WISDM 2.

No need to specify system access levels on the No need to specify system access levels on the WISDM Authorization Form.WISDM Authorization Form.

No need to submit a WISDM Authorization No need to submit a WISDM Authorization Form if a user needs to access another Form if a user needs to access another department or project.department or project.

Authorization for the Salary Encumbrance Authorization for the Salary Encumbrance application remains the same.application remains the same.

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New FeaturesNew FeaturesFavoritesFavorites

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To save the search, click on “Add to Favorites”.


You are free to enter any name and description here.

You can also create file folders for different groups of reports. See slides 21 – 22 on how to create and organize file folders.

Click “Save”.

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You can access “Favorites” by clicking on this icon or through Main Menu.

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Or click under the main menu to get to Favorites Page

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Click on the link to view saved searches or summary reports.Note: Accounting Period and Fiscal Year should be changed on the summary report after clicking on the favorite if you want the report for a different month or fiscal year.

Click on check box to select a favorite or folder for modification. More than one favorite or folder can be selected at one time.

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•Up: To go back to previous folder.•New Folder: Use to create a new folder.•Move: To move selected folders or favorites to a new location.•Copy: To make a copy of selected folders or favorites to a new location•Share: To share selected favorites with another WISDM user.•Delete: To delete selected favorites or folders.

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New FeaturesNew FeaturesPO Encumbrance SearchPO Encumbrance Search

Click

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Click


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Click to view details.

New FeaturesNew FeaturesPO Encumbrance Search – Encumbrance DetailsPO Encumbrance Search – Encumbrance Details

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New FeaturesNew FeaturesHow to Access Help PagesHow to Access Help Pages

Click to view the Help document on the page you are at.

Click to access main help page.

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New FeaturesNew FeaturesGlossary PageGlossary Page

ClickA glossary page has been added to WISDM 2. The glossary page will be updated as time goes on.

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New FeaturesNew FeaturesGlossary PageGlossary Page

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New FeaturesNew FeaturesGlossary Glossary

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Click You can also click on the search field name to view its glossary (A pop up window will appear.).

Additional InformationAdditional Information The URL for WISDM2 is The URL for WISDM2 is https://wisdm2.doit.wisc.eduhttps://wisdm2.doit.wisc.edu The current version of WISDM will be taken down The current version of WISDM will be taken down

November 1November 1stst, 2006., 2006. Between September 1st and October 31st, both Between September 1st and October 31st, both

WISDM and WISDM2 will be accessible. Both will WISDM and WISDM2 will be accessible. Both will contain the same production data.contain the same production data.

Where to get helpWhere to get help Contact a Divisional WISDM Expert in your division: Contact a Divisional WISDM Expert in your division:

http://www.bussvc.wisc.edu/acct/sfs/wisdm/wisdm_exphttp://www.bussvc.wisc.edu/acct/sfs/wisdm/wisdm_expert_list.htmlert_list.html

Visit SFS Training Website: Visit SFS Training Website:

http://www.bussvc.wisc.edu/acct/sfs/train.htmlhttp://www.bussvc.wisc.edu/acct/sfs/train.html E-Mail SFS Project Team: E-Mail SFS Project Team:

[email protected]@bussvc.wisc.edu..

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What questions do you have?What questions do you have?

E-Mail: E-Mail: [email protected]@bussvc.wisc.edu

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1 shared financial systems wisdm2 difference training october 2006

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