1 Created by: Mary A. Smith MSIS System Development Version 1.0 NEXT

2 Table of Contents Description PREVNEXT 2 ………….Table of ContentsTable of Contents 3 ………….IntroductionIntroduction 4 ………….Icon Descriptions TableIcon Descriptions Table 5 ………….Logon to SOMFRSLogon to SOMFRS 6 ………….Users Logon ScreenUsers Logon Screen 7 ………….Selecting the YearSelecting the Year 8 ………….Selecting the MonthSelecting the Month 9 ………….Selecting the Reporting PeriodSelecting the Reporting Period 10 …………Selecting the Reporting LevelSelecting the Reporting Level ……Selecting the ReportSelecting the Report 15 – 16 ……Report and How to Print a ReportReport and How to Print a Report 17 – 26 ……Download Snap Shot SoftwareDownload Snap Shot Software 27 – 29 ……Modify Report NameModify Report Name 30 – 32 ……Modify Group NameModify Group Name 33 – 34 ……Modify Report OrderModify Report Order 35 – 36 ……Modify Report Group OrderModify Report Group Order

3 INTRODUCTION Return to Table of Contents PREVNEXT 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 20 th of the following month. Reports will also be available for prior months in the fiscal year.

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

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

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

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

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

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

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

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

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

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 PREVNEXT

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

15 Report automatically generated for viewing only Report (generated) and How to Print Report 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 PREVNEXT Right click the mouse key, to bring up this menu. Make your selection for processing; Zoom, Print, Next Page and Last Page

16 (1) Click the printer icon, to bring up the print 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 Click the printer icon, to bring up the print menu, if not grayed out. If so, go to icon at the bottom of menu Report (generated) and How to Print Report (cont) Return to Table of Contents PREVNEXT

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

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

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

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

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

22 Double click icon 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’ Download Snap Shot Software (cont) Return to Table of Contents PREVNEXT

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

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

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

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

27 Modify Report Name Click ‘Modify Report’ Return to Table of Contents PREVNEXT

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

29 Modify Report Name (cont) (2) Click ‘Change’ (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 Message; ‘Report Added or Modify’ will appear, the report have changed. You must login again Return to Table of Contents PREVNEXT

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

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

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

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

34 (2) Click ‘Change’ (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 Message; ‘Report Added or Modify’ will appear, the report have changed. You must login again Modify Report Order (cont) Return to Table of Contents PREVNEXT

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

36 (2) Click ‘Change’ (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 Report Group Order (cont) Return to Table of Contents PREV