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EFIS Training Fall 2011

EFIS Training Fall 2011. Objectives of this segment. This segment will allow you to:. Learn what EFIS is and how to navigate in EFIS. Learn what a Document Set and a Submission is. Learn about different user types and submission status. Who to contact for support.

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EFIS Training Fall 2011

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  1. EFIS Training Fall 2011

  2. Objectives of this segment This segment will allow you to: Learn what EFIS is and how to navigate in EFIS Learn what a Document Set and a Submission is Learn about different user types and submission status Who to contact for support NOTE: Reference EFIS Training Guide January 2011

  3. What is EFIS ? • Education Finance Information System • https://efis.edu.gov.on.ca • A database application that allows users to create and submit their financial data to the Ministry using the internet: district school boards, CMSMs / DSSABs, FN Note: Secure website, don’t forget the “s” after http 3

  4. Types of Users 2 types of users in EFIS: MODIFIER = Person who will be completing the file Can have multiple users AUTHORIZER = Person who will be reviewing the file and submitting it to the Ministry of Education Can have multiple users NOTE:1 person cannot act as MODIFIER and AUTHORIZER See user request form (yellow) 4

  5. How to Login Step # 1 5

  6. EFIS Home Page Information Step # 2 EFIS Access Links Grant Calculation System Transfer Payment System Enrolment Verification System Asset Upload Projection Input Upload System Financial Reporting Website IMG School and Board Data Collection Website Reminders Important dates 6

  7. Financial Submissions Home Page Doc Set Submission Global Function • Bulletin Board (notes) • My Profile (change • password) • List All (Ministry) • List All (A) • Create New (B) • Reports (C) Step # 3 Document Set = Blank set of Forms (Estimates, Revised Estimates, Financial Statements) Submission = Document set you are working on or have completed List All: Lists all of your previously created submissions Create New: Creates a new submission Reports: Accesses the reports section of EFIS 7

  8. A) List All Submissions Submissions School Year: Cycle: School Board: Status: Step # 1 This will bring up all of your previously created submission that you can view 8

  9. B) Creating a New Submission Add New Submission School Year (fiscal year) School Board (organizational name) Doc Set Submission Name 2011-12 Alderville First Nation 2011-12 Child Care Revised Estimates 401_REV_1112_Alderville FN Step # 1 Submission Name: From EFIS Naming Convention 9

  10. B) Creating a New Submission Name the Submission Step #2 SAVE, SAVE, SAVE… 10

  11. B) Creating a New Submission Step #3 Select Sections 11

  12. White cells = data entry Cell formatting 0, 1, 2 decimal places Blue cells = no data entry B) Creating a New Submission Step # 4 Complete All Sections 12

  13. B) Creating a New Submission Step # 5 (as required) Make Changes to Submission 13

  14. B) Creating a New Submission Make Changes to Submission Edit: Make changes to the data on the submission summary page (file name, comments) Delete: delete submission Update to the latest version: Updates document set Copy submission: Make multiple version of your file Recalculate reference data: Changes Ministry of Education data in the file Change status: Working copy = draft Viewable by finance officer = Ministry can see it Ready for submission = ready for review Active = reviewed and submitted to the Ministry of Education Inactive = can be copied and printed but not deleted 14

  15. B) Creating a New Submission Step # 6 Modifier Role Changes Status to “Ready for Submission” 15

  16. B) Creating a New Submission Step # 7 Authorizer Role Changes Status to “Active” 16

  17. B) Creating a New Submission Step # 8 Print Submission 17

  18. Navigation Buttons Select & print sections of the submission Go to the previous screen (DO NOT USE THE BACK BUTTON ON YOUR WEB BROWSER) Exit EFIS Go to the home page Create a new submission List all previously created submissions Goes to the next page Launch the search 18

  19. Who to Contact for Support Julie Ramsaran Business Analyst (416) 325-2058 Julie.Ramsaran@ontario.ca Stephen Shek Team Lead (416) 325-8396 Stephen.Shek@ontario.ca 19

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