Download Training Guide - UBC Information Technology

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Exercise 5-2 – Accepting / Rejecting GPO Funding Transfer .............................................. 57
WORKFLOW ............................................................................................. 65
The Planning Unit .................................................................................................................... 65
Exercise 6-1 – Viewing the Status of a Planning Unit ........................................................... 66
Exercise 6-2 – Submitting a Plan ............................................................................................ 68
Exercise 6-3 – Reviewing / Approving a Planning Unit ........................................................ 69
THE TASK LIST – YOUR TO-DO LIST ..................................................... 73
What is a Task List? ................................................................................................................. 73
Exercise 7-1 – Viewing your Unit’s Task List ........................................................................ 73
WORKFORCE ........................................................................................... 79
Exercise 8-1 – Viewing the Status of Existing Positions ........................................................ 79
Exercise 8-2 – Viewing Existing Position Information .......................................................... 80
Exercise 8-3 – Planning Overtime for the Year ..................................................................... 83
Exercise 8-4 – Entering New Position Information ............................................................... 84
Exercise 8-5 – Making a high-level planning adjustment to salaries or benefits ................ 86
REPORTS.................................................................................................. 91
Financial Reporting vs. Web Analysis .................................................................................... 91
Financial Reporting ................................................................................................................ 91
Web Analysis ......................................................................................................................... 91
Planning Data Sources ........................................................................................................... 92
Access to report content ......................................................................................................... 92
Browsing the Repository ........................................................................................................ 92
Interacting with Web Analysis Report ................................................................................... 93
Exercise 9-1 – Access Web Analysis Reports in HTML ........................................................ 94
Exercise 9-2 – Interacting with Web Analysis Reports ......................................................... 96
Exercise 9-3 – Analysis Tools – Traffic Lights ....................................................................... 97
Exercise 9-4 – Analysis Tools – Calculation (self study) ....................................................... 99
Exercise 9-5 – Preview Financial Reporting Reports in HTML or PDF ........................... 102