1. Strata Management Reporting Training
Presented by:
Stephanie Sealey, Manager Budget & Management Reporting
Maegen Ware, Senior Decision Support Analyst
Patrick McCauley, Financial Analyst II

2. Who we are and what we do Financial Planning & Analysis Team
Will be glad to assist with
Suzanne Wojtowicz, Director Financial Planning & Analysis Phone /
Strategic Planning
Stephanie Sealey, Manager Budget & Management Reporting /
Budget questions/issues Management Reporting questions KDI questions
Patrick McCauley, Financial Analyst II /
Budget questions/issues Management Reporting questions Monthly Statistics
Maegen Ware, Senior Decision Support Analyst /
Position Control Web Portal
Brian Moore, Decision Support Analyst /
Action OI Benchmarking
Cathie (Minnie) Hitt, Finance Business Analyst /
Departmental IT Support
Ann Marsh, Manager Decision Support /
Decision Support
Cost Accounting

3. Position Control Position Changes:
To request a new position: create a requisition in PeopleFluent using “New” as the position number. Once Finance receives the requisition an actual position number will be generated and attached to the requisition
If funding is coming from current position(s) Maegen Ware to explain the funding
FTE changes:
If position is vacant, changes directly to Maegen Ware
If position is filled, submit FTE Change EIF. Indicate in the remarks section where the funding is coming from or going to.
Title Changes and Salary Changes:
Work directly with HR

4. Position Control Web Portal:
Website for managers to view positions and budget in one location
Updated daily
Web Portal FY17 Link
Link also available in Strata on the Monthly Reporting dashboard under the section “Helpful Links” and Budget website under “Related Links”
For access or changes to cost centers, Maegen Ware

5. Management Reporting Where does the data come from:
General ledger (GL) data is received from Accounting and loaded into Strata
Payroll data is received from Payroll and loaded into Strata
Hours from payroll data are converted to FTEs at the job code level
Statistics gathered from:
KDI - Key Daily Indicators
MP840 – Charge Volume report (summary of KP840)
Departmental s (this is for stats that are not captured in the KDI or KP840)

6. Management Reporting Flexing:
Based off flexing unit of service (UOS) – Actual vs Budget
What in budget flexes as a result:
Patient Revenue
Variable Expenses - (medical supplies and drugs)
Variable Salaries and FTEs - (non-exempt job codes)

7. ERP Report Writer
Accounting’s report that provides the detail to the information in Strata
Generated from the GL
notification is sent when available
Export transactions to see detail
In Strata on Monthly Reporting dashboard under Helpful Documents there is a ERP Report Viewer training guide
For access or questions contact
Lauren Bethune –
Karen Key –
Kelly Odom –
Jennifer Coursey –

8. ERP Report Writer
Monthly

9. ERP Report Writer

10. Department Changes
Complete a New Department Change Request for the following:
Department name changes
Creation of new department
Form will be routed through appropriate departments to make sure changes are made everywhere that are necessary
Close a department

12. Questions

13. If access is needed request with
Links
Description
Login Link
If access is needed request with
Strata
Department Security Administrator
FY17 Web Portal
Maegen Ware
KDI
KP840
PeopleFluent
Angela Wilcox
Employee Information Form (EIF)