Financial Management Systems Inventory
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Reporter Information

1. Where is the Financial Inventory web site? The financial management system inventory web site is:

2. What is a Reporter? What are the duties and responsibilities of a reporter? An agency Reporter is a person assigned by the POC the report the information about a group of financial systems. Based on a Reporter's email and password the FMS Inventory system presents only the Reporter's systems.

Reporters are responsible for the information provided into the FMS Inventory system and  responsible for keeping their contact information up to date.

Reporter's should communicate all questions about the FMS inventory system to their POC  via the Mail link.

3. What does the FY link do? The FY link allows you to look at data reports in various Fiscal Years.

For example, assume that FY 2001 is the current reporting year. It would be the default FY after you login in. If you wanted to see data reported in 1999, then click FY and select 1999. Now all data will be from 1999.

4. What is the Mail link all about? The FMS system have built-in mail features that are customized to FMS. For example, if Jean at OMB needs to contact all of the POC's with a message, she just logs on chooses Agency Reps-POCs and the mail is sent. She does not have to individually add each POC's email, because the system has it stored for her.

 It also allows the addresses to reply, and to allows Jean to track the responses. When we first sent out an email to test the reply feature. Only 15 of 52 people replied.

As everyone gets used to this feature, they will find that it saves a lot of time.

5. What is the FAQ link for? The FAQ link provides answers to the most common questions asked about the system.
6. What is the Help link for? The Help link provides access to the Guidance for the Current FY's report and POC, Reporter and Administrator Information.
7. What is the Score300 link all about? The Score 300 report allows everyone to see how they are doing in comparison to other agencies. When all reports are validated and marked complete for all systems, then the agency get the maximum score of 300 points.
8. What does Not Logged On and FY200x in green mean? The green labels on either end of the Menu links represent visual clues to the user.

For example, once a user logs on his/her name shows on the left. The current fiscal year shows on the right. If the user changes FY then the right visual clue will be the FY chosen.

9. What do I need to logon to the system? You need a valid logon. This is normally a valid email address.

You also need a valid password.

If you think that you should be able to logon and can't, then contact your POC for direction.

10. Oops! I forgot my password. What do I do? Go to the web site and click logon. Enter your correct email address and click I forgot my password, then click Continue. Your password will be emailed to you.

If you don't have the correct email either then contact your POC. The POC can look up your information from the system and help you.

If you don't know your POC, then click Logon and then Agency Points of Contact.

13. There does not seem to be a Logoff option. Did I miss something? On the Internet there is no need to log off. Just save your changes and close your browser or go to another web site. The system will automatically disconnect you after 20 minutes of inactivity.
14. I need to be added to the system so that I can log on. Who do I contact? Contact your agency's POC. He/she has the ability to add you to the system. If you are a member of the public or need global access, please use the Mail link to contact the Administrator and make your request.
15. How long does it take before a newly added person can logon without an error? After the POC saves a change the database is updated instantly. No delays. The new person must enter the email and the password correctly and will be shown the information about Agency/Bureau that they were assigned.
16. How do I add a new financial system / application? New systems can be added by a POC or any other agency reporter.

To do this logon and click on Add a New System /Application, fill in the fields and Save Changes. The System will now show up in your systems list.

17. What do the buttons mean on every system's information page. SAVE button - Always saves your changes. It does not validate.

REPORT button - Displays the system information in a printable format. It also shows the changes from the previous fical year's report.

VALIDATE button - Checks all saved data against the validation rules. If something is incorrect, you a told about the error. When everything is correct, you can Mark the system information Complete. An email will be sent to the POC, Score300 will be updated and the information will be locked for all users.

EMAIL button - Allows you to send copies of the system's information to other's for their review and comments. (Note: This button has been moved under the REPORT button above.)

ALWAYS CLICK THE SAVE BUTTON - The Back Button does not Save.

18. I am finished with my report. How do I mark it complete? Click on the Validate button. If their are any errors, fix them and click Validate again.

When everything is correct, you can Mark the system information Complete. An email will be sent to the POC, Score300 will be updated and the information will be locked for all users.

19. Oops! I clicked Marked Complete on a system and everything is read only. Now I need need to change something. What do I do? Contact your POC. The POC can unmark the system complete.
20. I entered some information into the form, then went to lunch without saving. When I returned, I tried to save but the information was lost. What happened? The system automatically disconnects you after 20 minutes of inactivity.

A good tip is to save often. This will prevent these problems.

21. Would like to download all of the data that I am responsible for. How do I do it? Logon and click the ALL DATA link. The data will be loaded into your browser and you will be able to download it to a Spreadsheet or in XML or ASCII formats.


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