How to make Revisions in SAMS State Aid Unit NYSED

Areas Data Areas What is the Revision Data Area? –A separate data area in SAMS which is used to make changes to official data. When to use the Revision Data Area? –Use to make changes to data that has already been certified.

How to? How to Revise Data in SAMS –Revise Data Revise DataRevise Data How to submit your changes to SED –Submitting Changes to SED Submitting Changes to SEDSubmitting Changes to SED How to view the status of Revisions submitted – Activity Log Activity LogActivity Log

 Click “Revision Data” under Forms  Follow the steps below: (Same as entering Official Data) How to Revise Data Step 1: Select Form to revise from Forms tree (A, FB, FT or ST-3) Step 2: Make correction/change to desired fields Step 3: Save changes ( “Alt S”, Enter or Save) Step 4: Run Edit Exception Report Step 5: Address errors, make comments, “Save and Ready” Go Back

Submitting Changes to SED You must submit your changes to SED for each form set you revise.  Click on Change Submission for the form set revised  Click Change Submission for the form set revised. Go Back

Change Submission Summary The Change Submission Summary screen displays a summary of changes pending submission to SED.  To submit your changes to SED:  Click Submit Changes  Click Submit Changes Your changes have now been submitted to SED for approval.

Important Reminders You must submit your changes to SED for each form set you revise otherwise “Official Data” will not reflect your revisions. Changes will be reflected as “Official Data” after changes have been approved and accepted by SED. Changes to some form sets can affect other forms. – Examples are:  Changes made to the ST3 Capital Fund Expenditures Schedule G3 can affect Building Aid Form FB.  Changes made to the ST3 General Fund Expenditures Schedule A4c can affect Transportation Form FT. –If the changes you made do affect other forms:  Run and review the edit report for that form set.  Submit changes for the form sets affected in addition to the form set you changed.

Activity Log The Activity Log lets you view the status of your submitted revisions.  To view the Activity Log:  Click on Activity Log from the menu bar. Stage1: Revision Submitted (By District) Stage 2: Revision in Progress (SED Review) Stage 3: Revision Accepted (Revision data becomes Official) Go Back

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