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SOMFRS

SOMFRS. (School of Medicine Financial Reporting System). Created by: Mary A. Smith MSIS System Development. Version 1.0. NEXT. Table of Contents. Description. 2 …………. Table of Contents 3 …………. Introduction 4 …………. Icon Descriptions Table 5 …………. Logon to SOMFRS

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SOMFRS

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  1. SOMFRS (School of Medicine Financial Reporting System) Created by: Mary A. Smith MSIS System Development Version 1.0 NEXT

  2. Table of Contents Description 2 …………. Table of Contents 3 …………. Introduction 4 …………. Icon Descriptions Table 5 …………. Logon to SOMFRS 6 …………. Users Logon Screen 7 …………. Selecting the Year 8 …………. Selecting the Month 9 …………. Selecting the Reporting Period 10 ………… Selecting the Reporting Level 11 - 14 …… Selecting the Report 15 – 16 …… Report and How to Print a Report 17 – 26 …… Download Snap Shot Software 27 – 29 …… Modify Report Name 30 – 32 …… Modify Group Name 33 – 34 …… Modify Report Order 35 – 36 …… Modify Report Group Order PREV NEXT

  3. INTRODUCTION The SOMFRS (School of Medicine Financial Reporting System) website was designed to provide management with access to reports summarizing financial activity for all financial sources affiliated with WSU School of Medicine. The consolidated report includes data from WSU, AHCS, FMRE, UniMed, and UPS, with input from other SOM affiliated organizations planned for the future. Additional reports show the breakdown of activity by entity, fund, and organizational unit. Activity is reported each month in three time frames: Current Month, Calendar Year to Date, and State Fiscal Year to Date. After login, authorized users select from a customized menu to view and print reports at the desktop. 1.The Executive Summary section includes top level reports All Corporations – Consolidated WSU and AHCS Activity By Fund WSU Grant Activity by Fund Type AHCS and FRME Cash Balances by Department 2. The Administrative Access section summarizes activity by Organization Group: Administrative Departments, Basic Science Departments, Clinical Science Departments, and Centers, Institutes, and Other. Individual reports by department are also available. 3. Reports are created after the close of each month, and are available by the 20th of the following month. Reports will also be available for prior months in the fiscal year. PREV NEXT Return to Table of Contents

  4. Icon Descriptions = Action Process = WARNING = Keep in Mind = Automatic Process PREV NEXT Return to Table of Contents

  5. Logon to SOMFRS • Logging On: • Open IE (Internet Explorer) web browser • Type in the URL on the address line https://oracle.med.wayne.edu/SOMFRS • Click ‘YES’ when the ‘Security Alert’ box appear Click ‘Yes’ PREV NEXT Return to Table of Contents

  6. Logon Screen (1) Type in your ‘User Name’, and ‘Password’ (2) Click ‘Login’ PREV NEXT Return to Table of Contents

  7. Select ‘Year’ (2) Click ‘SELECT’ Viewed only by Administrators (1) Select the ‘Year’ from the drop down by clicking the arrow PREV NEXT Return to Table of Contents

  8. Select ‘Month’ (1) Select the ‘Month’ from list (2) Click ‘SELECT’ PREV NEXT Return to Table of Contents

  9. Select ‘Reporting period’ (1) Select ‘Reporting period’ from list (2) Click ‘SELECT’ PREV NEXT Return to Table of Contents

  10. Select ‘Report Level’ (1) Select ‘Report Level’ from list (2) Click ‘SELECT’ PREV NEXT Return to Table of Contents

  11. Select ‘Report’ (1) Select a ’Report’ from the list (2) Click ‘SELECT’ PREV NEXT Return to Table of Contents

  12. Select ‘Report’ (cont) Click here, to generate report page(s) Type of Report Year Month F = Fiscal Y = Year T = To D = Date Return to Table of Contents PREV NEXT

  13. Select ‘Report’ (cont) Automatically generate the file download, name, and ask where to open the file Make your selection, and click ‘OK’ Return to Table of Contents PREV NEXT

  14. Select ‘Report’ (cont) Click the window box on IE (Internet Explorer) to expand the window for viewing Return to Table of Contents PREV NEXT

  15. Report (generated) and How to Print Report Report automatically generated for viewing only Right click the mouse key, to bring up this menu. Make your selection for processing; Zoom, Print, Next Page and Last Page You must have Snap Shot downloaded to your computer to view the reports, if not continue to pages 16 – 25 for Snap Shot download instructions. Return to Table of Contents PREV NEXT

  16. Report (generated) and How to Print Report (cont) Click the printer icon, to bring up the print menu, if not grayed out. If so, go to icon at the bottom of menu To exit this window, click the (X) in the upper right corner of IE (Internet Explorer). Then click the Back arrow to view additional reports (2) Select printer location, and click print (1) Click the printer icon, to bring up the print menu. Return to Table of Contents PREV NEXT

  17. Download Snap Shot Software Click ‘Download Microsoft Snap Shot’ to install the software for viewing report pages PREV NEXT Return to Table of Contents

  18. Download Snap Shot Software (cont) (2) Expand window (1) Click ‘Download Micro Soft Snap Shot” PREV NEXT Return to Table of Contents

  19. Download Snap Shot Software (cont) Click ‘Download Snapshot Viewer’ Click ‘Download Now’ PREV NEXT Return to Table of Contents

  20. Download Snap Shot Software (cont) (1) Select the drive to save the program Snapshot Click ‘OK’ to save the program to disk (2) Click ‘Save’ PREV NEXT Return to Table of Contents

  21. Download Snap Shot Software (cont) Program automatically download to selected drive PREV NEXT Return to Table of Contents

  22. Download Snap Shot Software (cont) • After downloading the software to the driver: • Go to Windows Explorer • Select Driver • Select icon (SnpVw90.exe) • Double click the icon • Or • Click ‘ START’ • Select ‘RUN’ • Click ‘Browse…’ • Select the icon (SnpVw90.exe) • Click ‘OK’ Double click icon PREV NEXT Return to Table of Contents

  23. Download Snap Shot Software (cont) (1) Read then, Click ‘Yes’ to the software agreement (2) The question, ‘Would you like to install the Snapshot Viewer’? will appear. Click ‘Yes’ (1) Double click the icon PREV NEXT Return to Table of Contents

  24. Download Snap Shot Software (cont) Snapshot automatic starts the setup process Click ‘Continue’ to continue the installation process PREV NEXT Return to Table of Contents

  25. Download Snap Shot Software (cont) Click ‘OK’ to begin the installation process Click ‘OK’ to install the snapshot viewer to the designated folder PREV NEXT Return to Table of Contents

  26. Download Snap Shot Software (cont) Snapshot installation process Click ‘OK’ when installation is completed PREV NEXT Return to Table of Contents

  27. Modify Report Name Click ‘Modify Report’ PREV NEXT Return to Table of Contents

  28. Modify Report Name (cont) (1) Select the ‘Report Name’ (1) Select a ‘Report Level’ (2) Click ‘Select’ (2) After selecting the report level, click ‘Select’ PREV NEXT Return to Table of Contents

  29. Modify Report Name (cont) Message; ‘Report Added or Modify’ will appear, the report have changed. You must login again (1) Type in the ‘New Report Name’, and the ‘New Report Code’ as demonstrated Click ‘Report Added or Modify, Please Login again’ to log back into the system (2) Click ‘Change’ PREV NEXT Return to Table of Contents

  30. Modify Group Name (1) Type in your User Name, and password Click ‘Modify Group Name’ (2) Click ‘Login’ You must repeat ‘Login’ process for each selection. PREV NEXT Return to Table of Contents

  31. Modify Group Name (cont) (1) Type in the name of the new report (1) Select the name of the ‘Select Report Group’ (2) Click ‘Submit’ (2) Click ‘Change’ PREV NEXT Return to Table of Contents

  32. Modify Group Name (cont) Message; ‘Report Added or Modify’ will appear, the report have changed. You must login again (1) Type in your User Name, and password Click ‘Report Added or Modify, Please Login again’ to log back into the system (2) Click ‘Login’ PREV NEXT Return to Table of Contents

  33. Modify Report Order (1) Select the ‘Report Level’ Click ‘Modify Report Order’ (2) Click ‘Select’ PREV NEXT Return to Table of Contents

  34. Modify Report Order (cont) Message; ‘Report Added or Modify’ will appear, the report have changed. You must login again (1) Type in the number (1 – 5) which you would like the reports to appear Click ‘Report Added or Modify, Please Login again’ to log back into the system (2) Click ‘Change’ PREV NEXT Return to Table of Contents

  35. Report Group Order (1) Type in your User Name, and password (2) Click ‘Login’ Click ‘Report Group Order’ PREV NEXT Return to Table of Contents

  36. Report Group Order (cont) (1) Type in the number (1 – 5) which you would like the reports group to appear Click ‘Report Added or Modify, Please Login again’ to log back into the system (2) Click ‘Change’ PREV Return to Table of Contents

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