WebITOMS Training: Maximizing Efficiency and Effectiveness

1. WebITOMS Training

2. Agenda • Training Purpose and Assumptions • Logging In • Navigation • Bookmarking • FedLearn Org Code • Modules • Orders • Funding • Invoices • Reports • Flat Files • Demographic Data (Clients, Regions, Employees) • Assigning Funds • Generating Accruals • Adjusting Accrual Dates • Certifying Invoices • Pending BFY Orders • Validation Errors • Additional Resources

3. Training Purpose and Assumptions • Purpose • Showcase WebITOMS screens • Show the new look and feel of ITOMS prior to deployment • Highlight differences between VB ITOMS and WebITOMS • Assumptions • Already familiar with RBA Workflow • Familiar with ITSS • Familiar with ITOMS

4. Logging In • Same rules as ITOMS • Single Sign-on between ITSS/ITOMS • Sign-on in ITSS and then use the ITOMS tab to access ITOMS functionality

5. Logging In – First Page preference • Select ITSS or ITOMS as the default application • Selectable through the ‘Registration’ Section of ITSS

6. Log in Demo

7. Navigation • My Options • Action Folders • Menu Bar • Message Area

8. Navigation • My Options Folders (Formerly ITOMS folders) • My Orders • My Funding • My Clients • My Employees • My Regions

10. Navigation • Action Folders • Assign Order Funding • Evaluate POP/Accrual Date • View NEAR Validation Errors: Orders • View NEAR Validation Errors: Funds • Generate Monthly Accruals • Certified Invoices • Pending BFY Orders • Process Advance Bill Funding

12. Navigation • Message Area • Release Notes • General Information • Informational Articles

13. Navigation • Menu Bar • Home • Orders • Fundings • Invoices • Reports • Flat files • Demographic Data

15. Navigation Drop-Down Menus

16. Bookmarking • Ability to bookmark Orders, Funding, Clients, Employees and Regions after searching • Bookmarks viewable through ‘My Options’ menu

17. Modules • Orders • Fundings • Invoices • Reports • Flat files • Demographic Data • Employees, Clients, Regions

18. Orders – Main Search

19. Orders – View Main Demo

20. Orders – Assign FundsMain Page Action Buttons

21. Orders – Assign Funds Demo

22. Orders – Accrual History

23. Orders – Accrual History Demo

24. Orders –Generate Accruals

25. Orders – Generate Accruals Demo

26. Orders – InvoicesSummary

27. Orders – Invoices Demo

28. Orders – Billing HistoryRebill

29. Orders – Billing History Demo

30. Orders – Hold Files Type Selection Status Selection

31. Orders – Hold Files Demo

32. Funding - Search

33. Fundings – Main Page

34. Fundings Demo

35. Invoices – Certify Normal

36. General Invoice Entry Demo

37. Reports – RBA Invoices

38. Invoice Reports Demo

39. Flat Files – View Ready For Trans.

40. File Transmissions Demo

41. Flat Files –ExportExport

42. Demographic Data – Clients

43. Demographic Data - Clients Demo

44. Demographic Data – Regions

45. Demographic Data – Regions Demo

46. Demographic Data – Employees

47. Demographic Data – Employees Demo

48. Assigning funds • Go to the Assign Funds Action Folder • Find the Order to fund from the grid • Click on the Order ID that you would like to fund • A new window opens displaying the Assign Funds Module • Click on the ‘Edit’ button • Adjust Dedicated amounts, add new FD’s and remove FD’s as necessary • Add the Act Number as necessary • Click the save button

49. Accruals - Generating • Go to the ‘Generate Monthly Accruals’ Action Folder • Find the Order to work with from the grid • Click on check box the Order ID(s) that you would like to generate Accruals for • Click on the ‘Generate Accruals’ button • A new window opens displaying the Accrual Generation • Make any adjustments to the Accruals as necessary • Click the ‘Validate to NEAR’ button when complete to generate the accruals and load them to the hold files

50. Accruals – Editing Dates • Go to the ‘Evaluate POP/Accrual Dates’ Action Folder • Click on the Order ID that you would like to work with from the grid • A new window opens to the Accrual History screen for that particular order • Click on the edit button at the bottom of the screen • Make any changes to the Accrual Start and End Dates • Click on the save button when changes are complete * Accrual amounts can also be adjusted through this screen