Costs Database and SharePoint Site

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Presentation transcript:

Costs Database and SharePoint Site Wisconsin Job Centers Costs Database and SharePoint Site Introduction Steve Noll & Bob Czarny Wisconsin Department of Workforce Development Job Center Database Intro 3/14/2017 DOL Presentation

Why Redesign the Process? Problem Solution Too many spreadsheets Every Job Center is unique Information is hard to get to Centralized Data Automation Standardization Document Management

Opportunities Internal External Increase Efficiency Alignment between Facilities and Divisions Information Sharing Alignment between Divisions and Partners WIOA Implementation Single Source of Information

WIOA Alignment Improved Repeatable Budget Process Standardized/Automated documents for budgets, cost allocation and funding agreements Supports Cost Allocation methodologies based on: Space FTEs Space/FTE combinations Manual Access to Documents

SharePoint Site Overview Use the Database Budget application Every WDA has a folder A team member will only see the folders that they have permissions for Store, Check In/Check Out, Version Control, and Collaborate on Documents

SharePoint Site Overview You will only see the folder that applies to your WDA

JCcosts Database Overview After you install……. Open the Database

JCcosts Database Overview Add Partners

JCcosts Database Overview

JCcosts Database Overview Add Cash Contributions and Print Reports

Job Center Budget Summary

Job Center Cost Allocation Summary

Infrastructure Funding Agreement

Detailed Cost Allocation

Web User Computer Requirements MS Word 2007 or later MS Excel 2007 or later MS Access 2010 or MS Access 2010 Runtime (free) or later Broadband Internet connection

Non-DWD Computer JCCostsDatabase install Detailed installation steps are located at: To Run the installation unzip the JCcostsDatabase file and launch the setup.exe file.

SharePoint Document Library System Design WDAs Job Centers Partners Costs Revenues Edit Data & Create Reports Reports Attain Data & Documents Data Storage Budgets Cost Allocation Funding Agreement SharePoint Lists Archive SharePoint Document Library DWD SharePoint Server Web Users

JCcosts Database Setup Initial List Setup

Is The Design Reusable? Yes Create an External SharePoint Site Add Users and Assign Permissions Obtain a Copy of JCcostsDatabase (Stand-Alone Version) Move the Tables in the JCcostsDatabase to SharePoint Lists Initialize the SharePoint Lists Start Using It

Department of Workforce Development Questions? Steve Noll Leasing Specialist Department of Workforce Development 608-266-8455 Stephen.noll@dwd.wisconsin.gov http://dwd.wisconsin.gov