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Shared Financial Systems WISDM Training Manual

Shared Financial Systems WISDM Training Manual. September 2006. Agenda. Changes to WISDM Changes to the Main Page Department Rollups Department Search Field Custom View Authorization Changes New Features Favorites Help Features PO Encumbrance Search.

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Shared Financial Systems WISDM Training Manual

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  1. Shared Financial SystemsWISDM Training Manual September 2006

  2. Agenda • Changes to WISDM • Changes to the Main Page • Department Rollups • Department Search Field • Custom View • Authorization Changes • New Features • Favorites • Help Features • PO Encumbrance Search

  3. Changes to WISDMThe Main Page – Access WISDM Menu Move mouse over “Main Menu” to view WISDM menus. You can access main menu anywhere in the system. 3

  4. Changes to WISDMThe Main Page Move mouse over AP/PO and then “PO Encumbrance Search” to search for PO encumbrances. 4

  5. Changes to WISDMDepartment Rollups You can rollup Multiple Funds, separated by a comma. • Aggregate – Summarized report of all selected Departments and funds. • Individual – Reports of all funds by each Department. 5

  6. Changes to WISDMDepartment Rollup - Individual Report Example One department report per page. Click “Next”, “Previous” or use drop down list to view individual department reports. 6

  7. Changes to WISDMDepartment SearchSelection Options A department tree icon is added to allow users to select departments from the tree. 7

  8. Changes in WISDMModifications to Department SearchSelect Departments from the Tree Open divisions to select the Department. For example: “304000”. 8

  9. WISDM2 ChangesDepartment Summary Page OpensWithout “D”, “P” or “DP” Screen The default is Department only, but you can select other options using the drop down arrow.

  10. Changes to WISDMUpdating the Custom View Click 10

  11. Changes to WISDMUpdating the Custom View Custom Columns will have to be selected again in WISDM2. Here are the defaults. 11

  12. Changes to WISDMAuthorization Changes • All WISDM users have access to the campus-wide financial data in WISDM 2. • No need to specify department org codes on the WISDM Authorization Form. • No need to submit a WISDM Authorization Form if a user needs to access another department or project. • Students with limited access will be given that access as favorites, and limited to only the favorites. 12

  13. New FeaturesFavorites To save the search, click on “Add to Favorites”. 13

  14. New FeaturesFavorites You can also create file folders for different groups of reports. In this case a folder for Department Summaries and Queries have been set up. You are free to enter any name and description here. Click “Save”. 14

  15. New FeaturesFavorites You can access “Favorites” by clicking on this icon or through Main Menu as shown on next page. 15

  16. New FeaturesFavorites Or click under the main menu to get to Favorites Page 16

  17. New FeaturesFavorites Click on the link to view saved searches. Note: Accounting Period and Fiscal Year should be changed on the summary page if you want reports for different month or fiscal year. Click on check box to select a favorite or folder for modification. More than one favorite or folder can be selected at one time. 17

  18. New FeaturesFavorites • Up: To go back to previous folder. • New Folder: Use to create a new folder. • Move: To move selected folders or favorites to a new location. • Copy: To make a copy of selected folders or favorites to a new location • Share: To share selected favorites with another WISDM user. • Delete: To delete selected favorites or folders. 18

  19. New FeaturesHow to Access Help Pages Click to view the Help document on the page you are at. Click to access main help page. 19

  20. New FeaturesGlossary Page A glossary page has been added to WISDM 2. The glossary page will be updated as time goes on. Click 20

  21. New FeaturesGlossary Page 21

  22. New FeaturesGlossary You can also look for a definition of a field name. The item will be underlined when you put the mouse over it. When you click on it a pop up will appear. Click 22

  23. New FeaturesPO Encumbrance Search Click 23

  24. New FeaturesPO Encumbrance Search 24

  25. New FeaturesPO Encumbrance Search Click to view details. 25

  26. New FeaturesPO Encumbrance Search – Encumbrance Details 26

  27. Additional Information • The URL for WISDM2 is https://wisdm2.doit.wisc.edu • The current version of WISDM will be taken down November 1st, 2006. • Between September 1st and October 31st, both WISDM and WISDM2 will be accessible. Both will contain the same production data and use the same login ID and password. • Where to get help: • Contact a Financial Services staff: Trisha Barber (2877), Nina Ottman (5785), or Vonnie Buske (3903) • E-Mail SFS finsrv@uww.edu 27

  28. What questions do you have? 28

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