fmis 5.0 demonstration july 24, 2014

service I innovation I excellence

FMIS 5.0 DemonstrationJuly 24, 2014


Agenda

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FMIS 5.0 Introduction UAT Focus Areas and FMIS5 Test access Review of FMIS 5.0 User Interface Demonstration of Current Bill Functionality Demonstration of Projects Module EDS functionality Review of UAT Guidance Looking Ahead Questions


FMIS 5.0 Introduction

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Complete System Rebuild with Enhanced Functionality over FMIS 4.0

Web Based application accessible via web browser (No need for JRE or other plug ins)

New User Interface Business Objects and .NET reporting vs. Oracle Forms List Export Capability to Microsoft Excel Enhanced Look/Feel Customization for End User


UAT Focus Areas and FMIS5 Test access

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Focus Areas for this UAT: Current Bill (all State & Division functions) EDS Upload & Download functions Projects (View-only)

FMIS5 Test application access FMIS5 Test can be accessed via ORC (State testers) and via UPACS (Division testers) Your current privileges from RASPS Production will automatically be transferred to

FMIS 5T and will have the corresponding privileges in Current Bill module If you have access to FMIS4 production, you will have “View-Only” access to the

FMIS 5T Projects module FMIS5 EDS Test access

Individuals that currently have a RASPS or FMIS EDS SFTP account will automatically get an account for accessing FMIS 5 EDS Test site

Instructions on how to use EDS functions using SFTP are in the State Preparation document


Review of FMIS 5.0 User Interface

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The new FMIS 5.0 User Interface is a simple, intuitive screen that utilizes a tabbed drop-down menu design that is familiar to most end users. With only two clicks or less the FMIS user can reach all main functionality.


Demonstration of Current Bill Functionality

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New Functionality!

New Functionality!

Current Bill List screen functions – replaces Action Items screen.


Upload File Format Explanation Successful Upload Upload with Pre-validation Errors Reviewing Pre-validation Errors

using Transmission Error Status Screen

Validating Federal Holiday Schedules for requesting payment dates using Holiday Schedule Screen

Upload with Post validation (Project) Errors

Bill Correction/Modification Correct/Modify a bill detail Add a bill detail

State and Division Approval Sign Disapprove

Toolbar Reports Print Signature Report

Current Bill Functionality Demonstration

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Current Bill File Example

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Key Points:1. Column Header information should not be part of the actual pipe-delimited file that needs to be uploaded to Current Bill.2. Maximum Detail Amount allowed is 99999999.99 (No commas or $ symbols allowed).3. Transaction type has to be 10 for debits (zero and greater than zero detail amounts).4. Transaction Type has to be 20 for credits (less than zero detail amounts).5. No leading zeroes or spaces allowed on any of the fields.6. No Past Requested Payment Dates are allowed.


Demonstration of Projects Module

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New Functionality!

New Functionality!


Manage Projects Project List Manage Filters & Columns Quick Search

Project Screen Project Information screen (equivalent to the FMIS4 Project Header screen)

Details grid (equivalent to the Detail Summary)

Detail Screen (equivalent to the Project Detail)

GIS & Non-GIS location grid (new in FMIS5)

Toolbar Reports (FHWA-37, History Report, Document - Agreement/Modification)

User Defined Fields (Recipient & Division Defined Fields)

Projects Module Demonstration

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EDS downloads of projects data – Your State will receive the equivalent XML files to what is currently received from FMIS4 production

Currently, W43 (All Current Projects) Download Extract is available for download in the SFTP test site in the following folder: test/projects/extracts/

Users need a new FMIS5 SFTP account to access the FMIS5 EDS test site New FMIS5 SFTP accounts have been created for existing FMIS/RASPS SFTP user accounts

and the users will be receiving e-mails with information on the SFTP user account and temporary password

Users will need to access the “File Transfer Registration” function available as a menu in the UPACS Login page (https://fhwaapps.fhwa.dot.gov/) and follow the instructions to reset their SFTP password.

It takes about an hour for the SFTP account and the password to be registered in the SFTP server and so we suggest that the user wait at least an hour after they reset their SFTP password before trying to login to the SFTP server

Instructions on connecting to the SFTP Server using a FTP client and regarding the EDS Upload functionality is available in the State Preparation document

EDS Functionality

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https://fhwaapps.fhwa.dot.gov/


Key Points about GIS & Bridge# Validation

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Geospatial functionality (GIS) FMIS 5 uses FHWA’s Highway Performance Monitoring System(HPMS) as the source for

validating LRS data. So please contact your state’s HPMS coordinator to get information on the Route data submitted to HPMS and use that data for testing in FMIS5T.

NBI Bridge Number Validation FMIS 5 system uses the FHWA’s National Bridge Inventory (NBI) system to validate the Bridge

numbers. In addition to checking if it’s a valid bridge number, FMIS5 will also check if it’s the best bridge number.


Review of User Acceptance Test Guidance

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How to access FMIS 5.0 Test Environment Additional Guidance to Help With Testing Known Issues List

This list will document any known issues so that the users are aware of the issues that the development team is already working on fixing. The Known Issues List will be posted on the FUNI site and will be kept up-to date

Reporting Issues During Testing Follow-up After Reporting an Issue Planned weekend fix releases

Some of the releases could involve database refresh resulting in the deletion of any test data that the users might have created over the prior week.


Looking Ahead

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User Acceptance Testing Begins : Thursday, July 24 Current Bill EDS Projects (View-Only)

Upcoming Specialized Sessions Current Bill - Tuesday, July 29th (2 PM – 3 PM) EDS – Wednesday, July 30th (2 PM – 3 PM) Projects (View-Only capabilities) – Thursday, July 31st (2 PM – 3 PM)

Planned Load/Stress Testing – Wednesday, August 6th (2 PM – 3 PM) Current Bill module scenarios

FMIS 5.0 Go Live – Early October


Questions?

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fmis 5.0 demonstration july 24, 2014

Documents

fmis user

current bill moduleif

bill detailadd

bill detailstate

user interface4the new

excellence3review of

end user service

fmis eds sftp account