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USXS-R Audit Reports

Pat - USAS Audit Report Bundle

Andrea - USPS Audit Report - additional objects added as well as single option explained

Michelle - USXS-R Audit trail, auditable events, etc.

USPS Single-Object Audit Reports

A new feature of Audit Reports has been added to many of the Core objects.  

        ACH Source
        Adjustments
        Attendance (do for both an Attendance and an Absence)
        Compensation
        Employee
        Job Calendar
        Leaves (do for both Leaves and an Accumulation)
        Pay Distributions
        Payee
        Payroll Accounts
        Payroll Item
        Payroll Item Configuration
        Position

When creating or editing one of the above objects, districts have the option to run an Audit Report, detailing the data that has been added or modified .

For example, if adding a new Direct Deposit to a Pay Distribution for an employee, after clicking on Save, the Audit Report button will appear:

Click on Audit Report and enter a Start and Stop Date and click on Generate Report:

Reports/Audit Report

The Audit Report listed under Reports, has many new Objects added in the last few months to help with tracking district changes:

  • ACH Source
  • Adjustment Journal
  • Attendance Journal
  • Check and Electronic Transaction
  • Compensation
  • Employee
  • Job Calendar
  • Leave Balance
  • Leaves
  • Pay Distributions
  • Payee
  • Payment
  • Payroll Accounts
  • Payroll Item
  • Payroll Item Configuration
  • Position

Have the option to run the report by:

  • Start and Stop Dates
  • Specific Users
  • Specific Employee
  • Operation
    • All
    • Added
    • Modified
    • Deleted
  • Sort Option
    • by Date
    • by Username

Useful links:


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Requisition Approval Workflow and Attachments

Requisitions in USAS-R can include attachments. However, did you know that the Requisition Approval Workflow module also allows Users in the workflow Group Chain to view attachments on requisitions while approving requisitions?  As long as the User has permissions to approve Requisitions, these attachments can be viewed.  The types of files that can be attached are also not limited to the type either.  You can attach a word document, a Quote in a pdf format, a Purpose & Budget excel spreadsheet, and even a picture of your school’s logo in a .jpg format. These files can be attached when the User enters the requisition items by locating the   button located below the requisition items to either drop or select the files needed.  After the requisition is converted to a purchase order, these attachments will still be attached to the requisition for easy access or to view again. 

Although these attachments are currently only attached to the requisition, the requisitions that include attachments can easily be identified on the Requisition Grid utilizing the Advanced Query.  By setting up the Advanced Query so the (attachment’s) Filename is Not Null (not empty),  the requisition grid will be populated with all requisitions that contain files attached once Apply Query is clicked.

You can also save this Advanced Query to use again by entering a name for your Query and clicking Save Query.  In the future, you can then click on Load Saved Query, choose your query using the dropdown, and Apply Query to populate the requisition grid with requisitions that include attachments.    

 





REDESIGN STATUS

619

Sites Live on Redesign

121

Total Wave 8 Sites

17

Participating ITCs

649

Total Districts Participating


Please view the Current List of Districts & Status to see a comprehensive list of school districts along with their ITC, implementation status and the wave they are scheduled to migrate from Classic to Redesign.

The following terminology is used to determine where in the implementation process the entity is currently at:

  • Implementing: The ITC is running test imports and balancing reports on the entity.  The district and ITC are working to schedule dates to begin dual processing and go live.

  • Paralleling: The entity is inputting all production transactions into both Classic and Redesign.

  • Live: The entity is using Redesign for production processing; no parallel processing is being performed;  Classic is available in 'read-only' mode.


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Spring Forecast Reminder - Michelle








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