1. The New Electronic Distribution Form
Tina R. Fulton
Administrative Systems Instruction and Development
GA/GL

2. Presentation Outline Current Features New Features Form Demo
Locating Primary Recipients and their Electronic Distributions
Adding Secondary Recipients
Copying Criteria
End-dating Criteria
Removing End Dates
Running Reports

3. Presentation Outline Additional Information Questions
Criteria Maintenance
Changing Primary Recipients
Go-live Date
Training Dates
Questions

4. Electronic Distributions: Terminology
The electronic burst of monthly account statements to user worklists
Primary Recipient
The Deliver-to Person and Award Manager for GL and GA Account Strings
Secondary Recipient
A user assigned by the Primary Recipient to receive an electronic distribution of Account Statements/Reports
Criteria
Account Strings for which reports are burst to the Primary and Secondary Recipients
End-dated
The state in which Electronic Distributions for a specific Secondary Recipient or specific Criteria have been terminated
Manual Copy (or Manual End-date)
The process by which individual criteria is added or end-dated by keying directly into the form

5. Current Features: What Stays the Same
Update Capability- Primary Recipients Only
Copy Options
Manual Copy
Copy by Organization
Copy All
End-dating Options
Manual End-date
End Date All (specified Secondary Recipient)
End Date All (all Secondary Recipients)
Report Option

6. New Features Inquiry-Only View available More Reports Available
Report Groups
Grouping of account statements/reports that are related or used in conjunction with one another
Additional Copy Option
By Project
Criteria Maintenance
Copy by Org, Project, or All
End-dates
Viewable on-screen
Future dates allowed
Removable
Report Options
View distributions for Primary Recipients
Available to all users
Criteria Maintenance
Applicable to Copy by Org and Copy by All setups
New account strings that fall within selected parameters will automatically be added to the criteria list when set up

7. Locating and Adding Electronic Distributions
Information Needed
Primary Recipient
Report Group
Can Included End-dated distributions

8. Copying Criteria Copy Options By Account (Manual) By Organization
By Copy All
By Project

9. End-dating Criteria End-dating Options By Account (Manual)
By Secondary Recipient
By End-date All

10. Removing End-dates
Secondary Recipients can only be added to an Electronic Distribution once
Remove at least one End-Date to make updates
Select Include End-dated Records to retrieve
Options
By Criteria (Manual)
By Secondary Recipient

11. Running Reports Options Notifications Recipient Report Group
Primary-Only
By Primary Recipient for specified Secondary Recipient
By Primary Recipient for all Secondary Recipients
Report Group
Notifications
Notification
Personal Worklist Notification
Link accessible only once

12. Additional Information- What will happen at Go-live?
Go-live date: June 18th, 2007
Secondary Recipients already in system
Converted to new form
Setup Type: Manual
Activate the Criteria Maintenance Feature
End-date Manual setups
Use Copy All, Copy by Org, or Copy by Project Option

13. Additional Information
Changing Primary Recipients
The preceding Primary Recipient will be end-dated, and the Secondary Recipients will be placed under the new Primary Recipient when the maintenance routines are run

14. Additional Information
Training Opportunities
Presentation Schedule
Monday, June 11th and Tuesday, June 12th
Volker Hall Room E
1:00-3:00 PM
Monday, June 18th
West Pavilion Boardroom
9:00-11:00 AM
Online Instruction
Presentation also available
OATRAIN

15. Additional Information
Instructor-Led CLinics
Every Tuesday
AB B60 Computer Lab
2:00-3:30 PM
Ask-IT
Call Extension:

16. Questions?