CENTRAL SUSQUEHANNA INTERMEDIATE UNIT. Application: Financial Information System (FIS) System Set Up Learning Guide

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1 CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Financial Information System (FIS) System Set Up Learning Guide 2015 Central Susquehanna Intermediate Unit, USA

3 Table of Contents Introduction... 1 System > Directories... 2 Agency... 2 External Websites... 3 Security Questions Definitions... 5 Announcement... 5 Zip Codes... 6 Countries... 7 Users... 7 Username Requirements... 8 Roles Archives... 9 System > Reports Accessible Account Codes User Permissions Role Permissions System > Settings System > Auditing Audit Configuration Central Susquehanna Intermediate Unit, USA

5 INTRODUCTION This Learning Guide will review: Agency External Websites Security Questions Definitions Announcements ZIP Codes Countries Users Username Requirements Roles Archives Revised: 09/24/ Central Susquehanna Intermediate Unit, USA Page 1

6 SYSTEM > DIRECTORIES Agency Enter general information regarding the agency. Below is an example of the information to be entered: NOTE: If you see a red asterisk (*) by a field, information is required. Select the "+" sign to add a new ZIP Code. Revised: 09/24/ Central Susquehanna Intermediate Unit, USA Page 2

7 External Websites This is a Directory of links to other websites outside of the FIS system which will display on the Homepage for all users. Administrators can make changes to the websites by the selecting the Title or select Add to add a new website. Select the red x to delete the website. TITLE: Enter the title of the website. URL: Enter the link for the website. DESCRIPTION: Enter the description of the website. SEQUENCE: Enter the sequence number; this will order the websites on the Homepage. ACTIVE: Enter the date the website is to be active for users. You have the option to Save & Close, Save, Save & Add or Cancel. Revised: 09/24/ Central Susquehanna Intermediate Unit, USA Page 3

8 Security Questions This directory maintains a list of Security Questions. The Security Questions will be used to verify the identity of a user when maintaining My Account data, as in the case of a forgotten system password. Three (3) standard questions will be pre-loaded during data conversion and are not available for maintenance by the user: 1. In what city were you born? 2. What is the name of your favorite pet? 3. What is your mother's maiden name? These questions are noted in black below. The questions in blue were added by a System user, this is done by selecting the Add button. You have the option to Save & Close, Save, Save & Add or Cancel. Revised: 09/24/ Central Susquehanna Intermediate Unit, USA Page 4

Email Definitions This directory lists the standard EMAIL DEFINITIONS that have been pre-loaded in FIS and can be edited by selecting the Email ID. In this example, email ID Welcome was selected.

9 Definitions This directory lists the standard DEFINITIONS that have been pre-loaded in FIS and can be edited by selecting the ID. In this example, ID Welcome was selected. Announcement The Announcement directory stores all announcements that are available for display within the FIS portal. You can edit an existing ANNOUNCEMENT by selecting that particular ANNOUNCEMENT or select the Add button to add a new one. Revised: 09/24/ Central Susquehanna Intermediate Unit, USA Page 5

APPLICATION: Select the application where you want the announcement to appear. SUPERVISORS ONLY: Not applicable at this time. EMPLOYMENT STATUS: Not applicable at this time.

10 DATE ENTERED: Defaults to the current date. START DATE: Enter the start date you would like the Announcement to begin to appear. END DATE: Enter the date the announcement will end or no longer appear to the users. ANNOUNCEMENT: Enter the announcement details. APPLICATION: Select the application where you want the announcement to appear. SUPERVISORS ONLY: Not applicable at this time. EMPLOYMENT STATUS: Not applicable at this time. EMPLOYEE CLASS: Not applicable at this time. FILE ATTACHMENT: Browse and attach information to go with your announcement. Zip Codes Zip Codes will be pre-loaded into the FIS for the client; user can maintain the list of Zip Codes. If you need to add a Zip Code, select the Add button. Revised: 09/24/ Central Susquehanna Intermediate Unit, USA Page 6

ZIP CODE: Enter the ZIP Code. CITY: Enter the city that reflects the ZIP Code. STATE: Enter the state of the ZIP Code. COUNTRY: Enter the Country of the ZIP Code.

11 ZIP CODE: Enter the ZIP Code. CITY: Enter the city that reflects the ZIP Code. STATE: Enter the state of the ZIP Code. COUNTRY: Enter the Country of the ZIP Code. Countries The United States will be pre-loaded; this directory is used to maintain or add new countries when entering a vendor located outside of the United States. To edit, select the COUNTRY or select Add to add a new country. Users USERS must be defined to gain access to the FIS and only USERS identified as a System Administrator can maintain roles and usernames. To edit a user, select the Username or select add to add a new user. Revised: 09/24/ Central Susquehanna Intermediate Unit, USA Page 7

12 Once the correct information is entered you can Save & Close, Save, Save & Add or Cancel. Username Requirements This information is pre-loaded for the System Administrator. The System Administrator can select and update data used to generate new usernames. Revised: 09/24/ Central Susquehanna Intermediate Unit, USA Page 8

The System Administrator would set up Security for roles including account masks, buildings and account codes.

13 Roles In order to maintain ROLES, the user must be identified as a System Administrator. A role can be thought of as a position in your district; for example: HS Principal, Business Manager, and Accounts Payable Clerk. The System Administrator would set up Security for roles including account masks, buildings and account codes. Roles are designed to be used to save time by configuring security permissions for multiple staff. To edit an existing Role, select the name or select Add to add a new role. Enter the name of the role and description. Archives s sent by the FIS may be archived and these archived records can be reviewed and resent. Revised: 09/24/ Central Susquehanna Intermediate Unit, USA Page 9

SYSTEM > REPORTS Accessible Account Codes This report will show which accounts codes a username and/or role has available to them for a fiscal year.

14 SYSTEM > REPORTS Accessible Account Codes This report will show which accounts codes a username and/or role has available to them for a fiscal year. Select ACCESSIBLE ACCOUNT CODES and the following run options will appear: Username: Use the dropdown to select the username. Role: use the dropdown to select the role. Year: Use the dropdown to select the fiscal year. Once the options have been entered select the Run. Revised: 09/24/ Central Susquehanna Intermediate Unit, USA Page 10

15 User Permissions This report will show a user's permissions. Select USER PERMISSIONS and the following run options will appear: User Select: Select a user or users from the dropdown that will be included on report, it defaults to include all. Include: Select which options that should be included for the report, it defaults to include all. Once the options have been entered select the Run. Revised: 09/24/ Central Susquehanna Intermediate Unit, USA Page 11

16 Role Permissions This report will show a role and/or multiple roles. Select ROLE PERMISSIONS and the following run options will appear: Role: Select a role or roles from the dropdown that will be included on report, it defaults to include all. Include: Select which options that should be included for the report, it defaults to include all. Once the options have been entered select the Run. Revised: 09/24/ Central Susquehanna Intermediate Unit, USA Page 12

Applications not chosen for usage are not visible throughout site, role or user setup. So you would select the application to activate. Uncheck to deactivate the application.

17 SYSTEM > SETTINGS Applications can be chosen for usage at the Site level. When an application is selected, menu options defined for the application are visible for selection at the role and user level. Applications not chosen for usage are not visible throughout site, role or user setup. So you would select the application to activate. Uncheck to deactivate the application. SYSTEM > AUDITING Audit Search by the various fields to bring up what information is needed. Start Date: Enter a start date to pull audited transactions. End Date: Enter an end start to stop pulling transaction. Table: Enter a table you want to see audited transaction or can default to All. User: Enter a user you want to see audited transaction or can default to All. Function: Select the function from the dropdown. Subject: Enter a subject, for example an employee ID to pull audited transactions. Once you have entered the information in the appropriate fields you can select Search and the information will appear in the grid. Revised: 09/24/ Central Susquehanna Intermediate Unit, USA Page 13

Configuration This will show which tables that are mandatory audited and those that are not.

18 The option is available to select the Subject to look at the detail of that transaction and/or select View History which will pull all transaction for that subject. Configuration This will show which tables that are mandatory audited and those that are not. The option is available to enable those tables that are not mandatory audited. Listed is the amount of days the system will retain the audited information. Revised: 09/24/ Central Susquehanna Intermediate Unit, USA Page 14

ACCOUNT REGISTRATION. SIS - Parent Portal Learning Guide

ACCOUNT REGISTRATION. SIS - Parent Portal Learning Guide ACCOUNT REGISTRATION Step 1: Parents will need to go to https://web4.schoolport.org/plexus/parentportal/ Parents will view this screen as their log on screen. If they already have accounts, parents will