Day One Edition Blatantly “borrowed” from two generous HSS July 2015 Welcome to the Wonderful World of IRIS Brought to you by IRIS the Wonder.

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Presentation transcript:

Day One Edition Blatantly “borrowed” from two generous HSS July 2015 Welcome to the Wonderful World of IRIS Brought to you by IRIS the Wonder Instructor and her dog, Spot.

Where is the link to IRIS? The IRIS Landing Page –

Logging Into IRIS If you need to find your employee ID visit and search for your name using the advanced search option. Your employee ID will be in the results. User ID = Employee ID number Password = LDAP/Outlook password

IRIS Homepage Basics Primary Menu Bar Secondary Menu Bar The menu bars will be explained further on the next few slides.

Primary Menu Bar The Jump To box is how you will navigate between pages. Use this button, the Pick List, on any screen to find input options. Use Go to take you to the page you’ve put in the code for in the Jump To box. Returns you to the IRIS main page. Shows you the customizable options. Accessibility features built into IRIS. The developer’s help guide to the standard features of the system. Version number information. Log off of IRIS button.

Secondary Menu Bar Find system alerts and your worklist here. Find page, document and report search features here. A history of the last 25 pages you’ve visited during this session of IRIS. Pages in IRIS you have saved as favorites for easy access. Additional settings associated with your IRIS account can be found here. Short cuts to sub-systems in IRIS for Admin, Financials, HRM and Vendors. An additional IRIS window can be opened by clicking on “Open Financials”

Taking Tasks Expand the Message Center section and choose Worklist. Select a Worklist to view. Taking Tasks is continued on the next slide. You have to do more than view the list. Woof!

Taking Tasks Click on the box next to the documents that you need to review. Click Take Task and the items you have put a check next to will move from the group worklist to your personal worklist. If a task is in your personal worklist, other group worklist members can no longer see it on their worklist.

Coding- IRIS Style AKSAS SpeakIRIS Lexicon Collocation CodeFor DEED, usually an AR Unit Account CodeObject WarrantCheck TransactionDocument Required Elements for a Transaction to Process Also Known As Fully Qualified Account Elements: 1)Fund 2)Department 3)Unit 4)Appropriation Unit 5)Object 6)Amount

Open Extra Sessions of IRIS Click on this option from the secondary menu to open another session of IRIS. The page history will only reflect the history from within a single session. History does not cross between sessions. Sessions time out after 30 minutes.

Attaching Files To IRIS Documents Please, attach all files to the header section of the IRIS documents so that we are consistent across the department. Click the drop down menu on the header section to view attachment option. Click here to open the attachment window.

You’ve Got Questions, We’ve Got Answers IRIS Training Manuals located at: is/materials.html and click “course materials”. is/materials.html Want additional training? Sign up at Learn Alaska. All courses will be waitlisted until training is available. Signing up will provide the IRIS team the information to determine which courses to offer and how many are needed. Check out the FAQ page on the IRIS website, is/faq.html?_ga= is/faq.html?_ga= Your DEED IRIS Help team can be reached at or IRIS Resources: Your CO-WORKERS! IRIS Training Manual Information in the IRIS Resources folder on R drive If we cannot answer your question, we will contact IRIS help desk. Please don’t call the IRIS desk directly.

You’ve Got Questions, We’ve Got Answers Chart of Account/Source of Funding documents are on the R drive, R\Finance Logs\FY2016. Begin with IRIS.SOF.xlsx and the “How to Use” tab. Various resources are also on the R drive, R\IRIS\Resource Documents.  AKSAS to IRIS COA is an example of AKSAS COA and the equivalent IRIS COA  Budget Structure shows all of the budget structures available in IRIS  COA elements are all of the IRIS elements, with their roll ups  Executive Training has information on the DEED COA, approving transactions and Budgets.  Grant Administrator IRIS Instructions has information specific to Grant Administrators and Program Managers

You’ve Got Questions, We’ve Got Answers IRIS Maintained FAQ, ePages/Home.aspx ePages/Home.aspx