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SOMFRS. (School of Medicine Financial Reporting System). Created by: Mary A. Smith MSIS System Development. Version 1.0. NEXT. Table of Contents. Description. 2 …………. Table of Contents 3 …………. Introduction 4 …………. Icon Descriptions Table 5 …………. Logon to SOMFRS

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Somfrs

SOMFRS

(School of Medicine Financial Reporting System)

Created by: Mary A. Smith

MSIS System Development

Version 1.0

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Table of Contents

Description

2 ………….Table of Contents

3 ………….Introduction

4 ………….Icon Descriptions Table

5 ………….Logon to SOMFRS

6 ………….Users Logon Screen

7 ………….Selecting the Year

8 ………….Selecting the Month

9 ………….Selecting the Reporting Period

10 …………Selecting the Reporting Level

11 - 14 ……Selecting the Report

15 – 16 ……Report and How to Print a Report

17 – 26 ……Download Snap Shot Software

27 – 29 ……Modify Report Name

30 – 32 ……Modify Group Name

33 – 34 ……Modify Report Order

35 – 36 ……Modify Report Group Order

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INTRODUCTION

The SOMFRS (School of Medicine Financial Reporting System) website was designed to provide management with access to reports summarizing financial activity for all financial sources affiliated with WSU School of Medicine. The consolidated report includes data from WSU, AHCS, FMRE, UniMed, and UPS, with input from other SOM affiliated organizations planned for the future. Additional reports show the breakdown of activity by entity, fund, and organizational unit. Activity is reported each month in three time frames: Current Month, Calendar Year to Date, and State Fiscal Year to Date. After login, authorized users select from a customized menu to view and print reports at the desktop.

1.The Executive Summary section includes top level reports

All Corporations – Consolidated

WSU and AHCS Activity By Fund

WSU Grant Activity by Fund Type

AHCS and FRME Cash Balances by Department

2. The Administrative Access section summarizes activity by Organization Group: Administrative Departments, Basic Science Departments, Clinical Science Departments, and Centers, Institutes, and Other. Individual reports by department are also available.

3. Reports are created after the close of each month, and are available by the 20th of the following month. Reports will also be available for prior months in the fiscal year.

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Icon Descriptions

=Action Process

= WARNING

=Keep in Mind

=Automatic Process

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Logon to SOMFRS

  • Logging On:

  • Open IE (Internet Explorer) web browser

  • Type in the URL on the address line https://oracle.med.wayne.edu/SOMFRS

  • Click ‘YES’ when the ‘Security Alert’ box appear

Click ‘Yes’

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Logon Screen

(1)

Type in your ‘User Name’, and ‘Password’

(2)

Click ‘Login’

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Select ‘Year’

(2)

Click ‘SELECT’

Viewed only by Administrators

(1)

Select the ‘Year’ from the drop down by clicking the arrow

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Select ‘Month’

(1)

Select the ‘Month’ from list

(2)

Click ‘SELECT’

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Select ‘Reporting period’

(1)

Select ‘Reporting period’ from list

(2)

Click ‘SELECT’

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Select ‘Report Level’

(1)

Select ‘Report Level’ from list

(2)

Click ‘SELECT’

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Select ‘Report’

(1)

Select a ’Report’ from the list

(2)

Click ‘SELECT’

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Select ‘Report’ (cont)

Click here, to generate report page(s)

Type of Report

Year

Month

F = Fiscal

Y = Year

T = To

D = Date

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Select ‘Report’ (cont)

Automatically generate the file download, name, and ask where to open the file

Make your selection, and click ‘OK’

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Select ‘Report’ (cont)

Click the window box on IE (Internet Explorer) to expand the window for viewing

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Report (generated) and How to Print Report

Report automatically generated for viewing only

Right click the mouse key, to bring up this menu.

Make your selection for processing; Zoom, Print, Next Page and Last Page

You must have Snap Shot downloaded to your computer to view the reports, if not continue to pages 16 – 25 for Snap Shot download instructions.

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Report (generated) and How to Print Report (cont)

Click the printer icon, to bring up the print menu, if not grayed out. If so, go to icon at the bottom of menu

To exit this window, click the (X) in the upper right corner of IE (Internet Explorer). Then click the Back arrow to view additional reports

(2)

Select printer location, and click print

(1)

Click the printer icon, to bring up the print menu.

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Download Snap Shot Software

Click ‘Download Microsoft Snap Shot’ to install the software for viewing report pages

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Download Snap Shot Software (cont)

(2)

Expand window

(1)

Click ‘Download Micro Soft Snap Shot”

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Download Snap Shot Software (cont)

Click ‘Download Snapshot Viewer’

Click ‘Download Now’

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Download Snap Shot Software (cont)

(1)

Select the drive to save the program Snapshot

Click ‘OK’ to save the program to disk

(2)

Click ‘Save’

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Download Snap Shot Software (cont)

Program automatically download to selected drive

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Download Snap Shot Software (cont)

  • After downloading the software to the driver:

  • Go to Windows Explorer

  • Select Driver

  • Select icon (SnpVw90.exe)

  • Double click the icon

  • Or

  • Click ‘ START’

  • Select ‘RUN’

  • Click ‘Browse…’

  • Select the icon (SnpVw90.exe)

  • Click ‘OK’

Double click icon

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Download Snap Shot Software (cont)

(1)

Read then, Click ‘Yes’ to the software agreement

(2)

The question, ‘Would you like to install the Snapshot Viewer’? will appear. Click ‘Yes’

(1)

Double click the icon

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Download Snap Shot Software (cont)

Snapshot automatic starts the setup process

Click ‘Continue’ to continue the installation process

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Download Snap Shot Software (cont)

Click ‘OK’ to begin the installation process

Click ‘OK’ to install the snapshot viewer to the designated folder

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Download Snap Shot Software (cont)

Snapshot installation process

Click ‘OK’ when installation is completed

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Modify Report Name

Click ‘Modify Report’

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Modify Report Name (cont)

(1)

Select the ‘Report Name’

(1)

Select a ‘Report Level’

(2)

Click ‘Select’

(2)

After selecting the report level, click ‘Select’

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Modify Report Name (cont)

Message; ‘Report Added or Modify’ will appear, the report have changed. You must login again

(1)

Type in the ‘New Report Name’, and the ‘New Report Code’ as demonstrated

Click ‘Report Added or Modify, Please Login again’ to log back into the system

(2)

Click ‘Change’

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Modify Group Name

(1)

Type in your User Name, and password

Click ‘Modify Group Name’

(2)

Click ‘Login’

You must repeat ‘Login’ process for each selection.

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Modify Group Name (cont)

(1)

Type in the name of the new report

(1)

Select the name of the ‘Select Report Group’

(2)

Click ‘Submit’

(2)

Click ‘Change’

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Modify Group Name (cont)

Message; ‘Report Added or Modify’ will appear, the report have changed. You must login again

(1)

Type in your User Name, and password

Click ‘Report Added or Modify, Please Login again’ to log back into the system

(2)

Click ‘Login’

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Modify Report Order

(1)

Select the ‘Report Level’

Click ‘Modify Report Order’

(2)

Click ‘Select’

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Modify Report Order (cont)

Message; ‘Report Added or Modify’ will appear, the report have changed. You must login again

(1)

Type in the number (1 – 5) which you would like the reports to appear

Click ‘Report Added or Modify, Please Login again’ to log back into the system

(2)

Click ‘Change’

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Report Group Order

(1)

Type in your User Name, and password

(2)

Click ‘Login’

Click ‘Report Group Order’

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Report Group Order (cont)

(1)

Type in the number (1 – 5) which you would like the reports group to appear

Click ‘Report Added or Modify, Please Login again’ to log back into the system

(2)

Click ‘Change’

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