1 / 7

Office of the Controller

Office of the Controller. e-File Guideline. If it is System business, electronic files should be saved in the appropriate shared directories NOT in a user directory or on a local hard drive. Basis for File Structure. Based on business need Function oriented Consistency

clark
Download Presentation

Office of the Controller

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Office of the Controller December 2005

  2. e-File Guideline If it is System business, electronic files should be saved in the appropriate shared directories NOT in a user directory or on a local hard drive December 2005

  3. Basis for File Structure • Based on business need • Function oriented • Consistency • Easy to search/locate information December 2005

  4. File Structure • Top Level – Project/Report/Request • If a one time request, sub directory may be need to better organize the information • Second Level – Fiscal Year • Third Level – Institution if needed December 2005

  5. Academic Institutions ARL – Arlington AUS – Austin BRW – Brownsville DAL – Dallas ELP – El Paso P-A – Pan American P-B – Permian Basin S-A – San Antonio TYL - Tyler Health Institutions SWM – Southwestern Medical Center GMB – Medical Branch Galveston HHS – Health Science Center Houston SAH – Health Science Center San Antonio MDA – M D Anderson Cancer Center THC – Health Center Tyler File Structure December 2005

  6. File Structure • Other directories • E-Correspondence • Printing & Distribution • Templates • Instructions • Billing • Transfer Requests • Miscellaneous December 2005

  7. e-Records Retention • Although the e-files do not represent the “official” record – they are transitory information and must be accounted for when destroyed. • Goal – create a review schedule for e-files that meets the needs of the business process (i.e. audit work support, historical budget information etc.). December 2005

More Related