FastFacts Feature Presentation

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FastFacts Feature Presentation

FastFacts Feature Presentation

FastFacts Feature Presentation

FastFacts Feature Presentation

FastFacts Feature Presentation

FastFacts Feature Presentation

FastFacts Feature Presentation

FastFacts Feature Presentation

FastFacts Feature Presentation

FastFacts Feature Presentation

FastFacts Feature Presentation

FastFacts Feature Presentation

Presentation transcript:

FastFacts Feature Presentation November 3, 2016 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code: 182500 To participate via VoIP… You must have a sound card You must have headphones or computer speakers © 2016 The Johns Hopkins University. All rights reserved. 1

JHBox – Static Financial Reporting Today’s Topic We’ll be taking a look at… JHBox – Static Financial Reporting 2

Today’s Presenter Keri Miller Accounting Systems Manager, JHHS 3

Session Segments Presentation Keri Miller will address the transition from the Management Reporting Portal (MRP) on SharePoint to JHBox. During Keri’s presentation, your phone will be muted. Q&A After the presentation, we’ll hold a Q&A session. We’ll open up the phone lines, and you’ll be able to ask questions. Keri will answer as many of your questions as time allows. 4

Contact Us If you would like to submit a question during the presentation or if you’re having technical difficulties, you can email us at: fastfacts@jhu.edu As noted earlier, we will be watching out for your questions and concerns through our e-mail account: fastfacts@jhu.edu We will also be monitoring three instant message services during the presentation. So you can communicate with us on GoogleTalk, AOL Instant Messenger, and Microsoft’s MSN product. For GoogleTalk, the screen name is HopkinsFastFacts@gmail.com On AOL Instant Messenger, the screen name is HopkinsFastFacts On MSN, use FastFacts@jhu.edu Remember, you can use these services for your questions and to report any difficulties you might be having with the system. 5

Survey Survey At the end of this FastFacts session, we’ll ask you to complete a short survey. Your honest comments will help us to enhance and improve future FastFacts sessions. 6

How To View Full Screen Click Here Click Here

JHBox – Static Financial Reporting

Agenda Why we are transitioning from SharePoint to JHBox How to Access JHBox Financial Reporting on a computer How to Navigate JHBox Financial Reporting on a computer How to Access JHBox Financial Reporting through an iPad App How to Navigate JHBox Financial Reporting through an iPad App Conclusion Questions

Why we are transitioning from SharePoint to JHBox In order to better assist with providing static financial reporting in a timely and efficient manner, a change in the posting process is being implemented. The current MRP site is no longer supported because it’s operating on outdated software that cannot be upgraded due to extensive prior customization.

Overview – Connecting

Overview – Landing Page Navigation Menu Your Favorites Your Main Folders Folder – Files Globe – Updates Bell - Notifications

Landing Page - Buttons Upload Files, Add Files, and Write Notes Create Tags, View Options, Select Actions on a File Resources for Help

Landing Page – Financial Reporting Financial Reporting Sub-Levels Contributors and their level of access

1 – Financial Statements - Monthly Financial Statements - Monthly Sub-Levels

1 – Current Fiscal Period – Most Recently Closed Month Individual Files The naming convention has been established as such: Calendar Month and Year – 0816 Affiliate Abbreviation – BAD Arrow – Download Envelop – Send Tag Move Copy Trash - Delete

Naming Convention - Details Affiliates: ACH - All Children's Hospital ACHComb – ACHS & ACHS Combined ACHS - All Children's Health System BAD - Broadway Acquisition and Development EHP - Employer Health Program HCGH - Howard County General Hospital HCGHOB - HCGH - OBGYN HCGHSUPPLEMENTAL - Howard County General Hospital HSI - Health Services Inc Imaging - Johns Hopkins Imaging INTRA - Johns Hopkins Medical Management Corporation Intrastaff Division IRS - Integrated Renal Solutions JHBMC - Bayview Medical Center JHCP - Community Physicians JHEMS - Johns Hopkins Emergency Medical Services JHHC - Johns Hopkins Health Care JHHCG - Johns Hopkins Home Care Group JHHospExp - Johns Hopkins Hospital JHHS - Johns Hopkins Health System JHI - Medicine International JHM - Johns Hopkins Medicine Consolidated JHMMC - Johns Hopkins Medical Management Corporation Consolidated JHMMCgreen - Johns Hopkins Medical Management Corporation Greenspring Division JHMMCSuppCoNs – Johns Hopkins Supply Chain JHUTIL - Johns Hopkins Utility, LLC MedB - Medbiquitous MSC - Medical Services Corporation Ophthal - Ophthalmology Associates PF - Patient First PP - Priority Partners PSMBV - Parking - Bayview PSMComb - Parking Consolidated PSMEast - Parking - East Baltimore SHC - Surburban Health Center SHHS - Suburban Hospital Healthcare System SHI - Suburban Hospital SMH - Sibley Memorial Hospital SOM - School of Medicine WB - Women's Board WCMC - West County Medical, LLC

Additional Search Options Searching - Overview Main Search Bar Additional Search Options

Available Search Filters Searching - Overview Available Search Filters

iPad – App

iPad – App

iPad App – Landing Page All Files

iPad - Overview

iPad

iPad

iPad

iPad

iPad

iPad

iPad

Swipe across an item to see more actions iPad Swipe across an item to see more actions

iPad Enable Offline Access Rename Share Add to Favorites Delete

iPad

iPad Favorites

iPad Recent

iPad Offline

iPad Updates

iPad - Search Search

iPad - Shortcuts All Files Favorites Recent Offline Updates Search Settings

Easy Steps for iPad Favorites Folders and files can be added to favorites The star icon signifies favorites. Click the star on the left-most menu to see your current list of favorites Favorites To create a folder favorite click the file folder icon and select the star icon ‘Add to Favorites’ To create a file favorite swipe left on any file name. A shortcut bar will appear. Click the star button to add to favorites

Conclusion The SharePoint MRP will be decommissioned as of January 31, 2017. JHBox will be the only online source for monthly Financial Reporting going forward. JHBox is currently available for use by those individuals actively accessing the MRP. If you do not currently have access are in need of it, please submit a service request to finance@jhmi.edu.

Q&A We’re going to open the phone lines now! There will be a slight pause, and then a recorded voice will provide instructions on how to ask questions over this conference call line. We’ll be answering questions in the order that we receive them. We’ll also be answering the questions that were emailed to us during the presentation. If there’s a question that we can’t answer, we’ll do some research after this session, and then email the answer to all participants. 42

Thank You! Thank you for participating! We would love to hear from you. Are there certain topics that you would like us to cover in future FastFacts sessions? Would you like to be a FastFacts presenter? Please email us at: fastfacts@jhu.edu 43

Survey Before we close, please take the time to complete a short survey. Your feedback will help us as we plan future FastFacts sessions. Click this link to access the survey… http://connect.johnshopkins.edu/fastfactssurvey/ Thanks again! 44