fmis 5.0 demonstration may 19, 2014

service I innovation I excellence

FMIS 5.0 DemonstrationMay 19, 2014


Agenda

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FMIS 5.0 Introduction Review of FMIS 5.0 User Interface Demonstration of Current Bill Functionality Demonstration of Projects & EDS Functionality Review of User Acceptance Test Guidance Modules and Functionality Not Available UAT Next Steps Looking Ahead Questions


FMIS 5.0 Introduction

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Complete System Rebuild with Enhanced Functionality over FMIS 4.0

New User Interface Introduction of a Fully Relational Data Model Database Migration from Oracle to Microsoft SQL Server Business Objects and .NET reporting vs. Oracle Forms List Export Capability to Microsoft Excel Enhanced Look/Feel Customization for End User


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!


Upload Successful Upload Upload with Pre-validation

Errors Upload with Post validation

(Project) Errors State and Division Approval

Sign Disapprove

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

Process Payments Schedule Payments Transmit Apply Project Expenditures

Toolbar Reports Payment Control Report Payment Summary Report SF1166 Report

Current Bill Functionality Demonstration

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Current Bill User Scenarios

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User Scenario Description Capabilities Demonstrated with New or Enhanced Features

Unsuccessful Bill File Upload

State, Division, HQ end user attempts to load a file with all 3 bill types (ARRA, HTF & Fedlands). The load is unsuccessful and FMIS 5.0 displays multiple pre-validation errors

• File Upload • Data Validations• Feedback Mechanism• Export Results• User Customizable Filters

Edit Bill Details End user successfully uploads a file and then edits all relevant details of the bill

• Inline data edit• Data Validations• Feedback Mechanism

Approve and Sign Bill

Following bill validation, end user can Approve/Disapprove and then sign the bill

• Integration with UPACS for signing• Data Validations• Feedback Mechanism

Initiate Bill Workflow

Following bill signature, end user can initiate workflow by assigning schedule numbers and ensuring Fox Control, Payment Summary and SF1166 Reports are retrieved for bills

• Data Validations• Feedback Mechanism

Run Billing Reports

Using this interface the end user can run reports to visually ensure accuracy of billing data

• Preformatted report generated to PDF• Feedback Mechanism


Demonstration of Projects Functionality

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New Functionality!

New Functionality!


Manage Projects Project List Add Project Required Field Validation

Add New Project Modify Existing Project Sign Project Toolbar Reports

EDS Upload via SFTP

Project Details Add Details Project Detail Locations

GIS Non GIS Convert AC Funds

User Defined Fields

Projects & EDSFunctionality Demonstration

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Projects User Scenarios

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User Scenario Description Capabilities Demonstrated with New or Enhanced Features

Managing Projects

End user can add & modify projects. • Export Results, Data Pagination, User Customizable Filters

• Add New Project & Details• Modify Project & Details• AC Conversion• Validations (Warnings & Errors)• Toolbar Reports

Signatures End user can sign, unsign and resign projects as well as provide justification for single signature or group projects for block signature.

• State and Division signatures• Block Signature• Integration with UPACS for signing with PIN

Adding Non-GIS & GIS Records

Using this interface the end user can add and modify geographic location for projects.

• GIS & Non-GIS data grids• Percent Funds entry at Detail level Vs Actual

Money amounts entry at Location level

Managing User Defined Fields

End user can create, modify and delete custom data fields to meet unique requirements.

• Inline data edit

EDS Upload via SFTP

Users will be able to upload Projects data into FMIS5 via SFTP server. The users will need to use the new XML File structure.

• Connect to SFTP FMIS5 folder using FTP client• Process an EDS projects file


Review of User Acceptance Test Guidance

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How to access FMIS 5.0 Test Environment Additional Guidance to Help With Testing Reporting Issues During Testing Follow-up After Reporting an Issue


Modules and Functionality Not Available

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EDS -Available 5/27 Emergency Relief Changes -Available 5/22 Known Issue List LRS Function Limitation


Looking Ahead

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End of User Acceptance Testing – May 30th

FMIS 5.0 Test Available to all Divisions and States June 2nd

FMIS 5.0 Go Live October 5th


UAT Next Steps

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User Acceptance Testing Begins : Monday, May 19 Current Bill Projects

Freelance Webinar - Thursday, May 22 EDS User Acceptance Testing Begins : Tuesday, May 27


Questions?

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fmis 5.0 demonstration may 19, 2014

Documents