fmis 5.0 demonstration may 19, 2014
DESCRIPTION
FMIS 5.0 Demonstration May 19, 2014. Agenda. FMIS 5.0 Introduction Review of FMIS 5.0 User Interface Demonstration of Current Bill Functionality Demonstration of Projects & EDS Functionality Review of User Acceptance Test Guidance Modules and Functionality Not Available - PowerPoint PPT PresentationTRANSCRIPT
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FMIS 5.0 DemonstrationMay 19, 2014
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Agenda
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FMIS 5.0 Introduction Review of FMIS 5.0 User Interface Demonstration of Current Bill Functionality Demonstration of Projects & EDS Functionality Review of User Acceptance Test Guidance Modules and Functionality Not Available UAT Next Steps Looking Ahead Questions
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FMIS 5.0 Introduction
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Complete System Rebuild with Enhanced Functionality over FMIS 4.0
New User Interface Introduction of a Fully Relational Data Model Database Migration from Oracle to Microsoft SQL Server Business Objects and .NET reporting vs. Oracle Forms List Export Capability to Microsoft Excel Enhanced Look/Feel Customization for End User
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Review of FMIS 5.0 User Interface
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The new FMIS 5.0 User Interface is a simple, intuitive screen that utilizes a tabbed drop-down menu design that is familiar to most end users. With only two clicks or less the FMIS user can reach all main functionality.
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Demonstration of Current Bill Functionality
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New Functionality!
New Functionality!
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Upload Successful Upload Upload with Pre-validation
Errors Upload with Post validation
(Project) Errors State and Division Approval
Sign Disapprove
Bill Correction/Modification Correct/Modify a bill detail Add a bill detail
Process Payments Schedule Payments Transmit Apply Project Expenditures
Toolbar Reports Payment Control Report Payment Summary Report SF1166 Report
Current Bill Functionality Demonstration
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Current Bill User Scenarios
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User Scenario Description Capabilities Demonstrated with New or Enhanced Features
Unsuccessful Bill File Upload
State, Division, HQ end user attempts to load a file with all 3 bill types (ARRA, HTF & Fedlands). The load is unsuccessful and FMIS 5.0 displays multiple pre-validation errors
• File Upload • Data Validations• Feedback Mechanism• Export Results• User Customizable Filters
Edit Bill Details End user successfully uploads a file and then edits all relevant details of the bill
• Inline data edit• Data Validations• Feedback Mechanism
Approve and Sign Bill
Following bill validation, end user can Approve/Disapprove and then sign the bill
• Integration with UPACS for signing• Data Validations• Feedback Mechanism
Initiate Bill Workflow
Following bill signature, end user can initiate workflow by assigning schedule numbers and ensuring Fox Control, Payment Summary and SF1166 Reports are retrieved for bills
• Data Validations• Feedback Mechanism
Run Billing Reports
Using this interface the end user can run reports to visually ensure accuracy of billing data
• Preformatted report generated to PDF• Feedback Mechanism
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Demonstration of Projects Functionality
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New Functionality!
New Functionality!
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Manage Projects Project List Add Project Required Field Validation
Add New Project Modify Existing Project Sign Project Toolbar Reports
EDS Upload via SFTP
Project Details Add Details Project Detail Locations
GIS Non GIS Convert AC Funds
User Defined Fields
Projects & EDSFunctionality Demonstration
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Projects User Scenarios
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User Scenario Description Capabilities Demonstrated with New or Enhanced Features
Managing Projects
End user can add & modify projects. • Export Results, Data Pagination, User Customizable Filters
• Add New Project & Details• Modify Project & Details• AC Conversion• Validations (Warnings & Errors)• Toolbar Reports
Signatures End user can sign, unsign and resign projects as well as provide justification for single signature or group projects for block signature.
• State and Division signatures• Block Signature• Integration with UPACS for signing with PIN
Adding Non-GIS & GIS Records
Using this interface the end user can add and modify geographic location for projects.
• GIS & Non-GIS data grids• Percent Funds entry at Detail level Vs Actual
Money amounts entry at Location level
Managing User Defined Fields
End user can create, modify and delete custom data fields to meet unique requirements.
• Inline data edit
EDS Upload via SFTP
Users will be able to upload Projects data into FMIS5 via SFTP server. The users will need to use the new XML File structure.
• Connect to SFTP FMIS5 folder using FTP client• Process an EDS projects file
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Review of User Acceptance Test Guidance
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How to access FMIS 5.0 Test Environment Additional Guidance to Help With Testing Reporting Issues During Testing Follow-up After Reporting an Issue
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Modules and Functionality Not Available
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EDS -Available 5/27 Emergency Relief Changes -Available 5/22 Known Issue List LRS Function Limitation
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Looking Ahead
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End of User Acceptance Testing – May 30th
FMIS 5.0 Test Available to all Divisions and States June 2nd
FMIS 5.0 Go Live October 5th
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UAT Next Steps
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User Acceptance Testing Begins : Monday, May 19 Current Bill Projects
Freelance Webinar - Thursday, May 22 EDS User Acceptance Testing Begins : Tuesday, May 27
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Questions?
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