Safari A quick tour for success - PowerPoint PPT Presentation

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Safari A quick tour for success

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  1. Safari A quick tour for success Note: Throughout this document I have attached notes for viewing. You can choose the Notes Page option From the View menu to see these.

  2. The Colleague or server side

  3. Colleague Menu Items - RUS

  4. RPGS – Reporting Utilities Setup

  5. MEPS – Metadata Export Parameters

  6. METP – Metadata Transfer Process

  7. RUVB – Specify View

  8. Now the client side or the Safari Reportwriter application

  9. Configuring a connection

  10. If this is a new report, I usually will use the row report the first time and select all fields. This way I can see what data is available to me. You can select all fields by clicking on the double-arrow or just click and drag or double-click on a field. The order of fields on the report initially, is the order you enter them here.

  11. The grouping is the break value.

  12. As you can see in this example, you may have a multiple sort. If there is a numeric field on the report you will be asked if you want to have totals.

  13. Example of Row report

  14. Example: Column report

  15. Results

  16. Other Print Options

  17. Webadvisor Beyond Student Why wait for Student to go live with Webadvisor?

  18. What Else Is There? • Financials Budget Information/Work Order Entry • Human Resources Position/Leave/Stipend • New Workflows Time Card Entry

  19. Financial Setup • My Budget - Populate GL.COMPONENT.SORT.FIELDS valcode - Verify that the GL.DETAIL valcode exists - Whoever will use this workflow must have an OPERS record and a STAFF record - Setup GL Security using RSGL to the accounts they may view • Work Orders PPWP – Physical Plant Parameters

  20. Requirements • Schedule DMI Install with ACS Implementation Team • Make sure the following modules are located in your REMOTES records: • CF :WWOE,PP,INV,WBEX • HR: WBEM

  21. Budgeting - Setup

  22. Work Orders – SetupPPWP – Physical Plant Parameters

  23. Human Resources Setup • There basically is none with the workflows that we will see today. When the Time Card Entry workflow becomes available, there will be some setup.

  24. HR Menu Options

  25. Budgeting

  26. My Budget

  27. My Budget - continued

  28. My Budget - continued

  29. My Budget - continued

  30. Employee Profile

  31. Position summary HR Forms Leave Plan summary My Stipends

  32. Work Orders

  33. Request work order for maintenance and repairs

  34. Request work order for maintenance and repairs - continued

  35. Request work order for maintenance and repairs - continued

  36. Time Entry and Approval

  37. Select Pay Period/Position

  38. Time Entry

  39. Time entry - cont

  40. More Web Time

  41. What Else? • Supervisor Approval • Overtime Calculation Subroutines • More Reports for HR • Time Outside the pay period