emis-r overview data collector roles flat file editors submitting period h data

EMIS-R OVERVIEW DATA COLLECTOR ROLES FLAT FILE EDITORS

SUBMITTING PERIOD H DATA

North Coast Council – Valley View – June 2013

What is EMIS_R?

EMIS_R – ODE Project Redesign method of getting data to ODE

No more intermediate system Old “EMIS” system will be obsolete Data is pulled directly from source system

in most cases District controls process, not ITC

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SIF Agent vs. Flat Files

USAS SIF Agent SIF = Schools Interoperability Framework SIF Agent allows USAS data to be reported to ODE Pulls data directly out of USAS via USAS SOAP

service

Flat Files Files in EMIS “Chapter 5” format Used for information not pulled directly out of USAS Files get uploaded into Data Collector Then treated as just another source for the data

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USAS SIF Agent

Data is pulled directly from USAS using USAS SOAP Accounts Operational Units

Pulls from USAHIST.IDX if fiscal year closed Dollar Amounts Fund Type, Description

Other data always pulled from ACCT.IDX Controlled by new “EMIS Reporting Year” in

USASDAT/USACON

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Flat Files for Financial Reporting USAEMS_EMISR.SEQ

Cash Reconciliation Federal Assistance Summary and Detail Civil Proceedings District and Building Profile information

EISEMS.SEQ or File exported from EMIS-FFE Capital Assets

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Data Collector Roles

Major Functions [Roles] Upload “Flat Files” [Collector] Collect and Prepare Data [Collector] Review Error Reports and Data [Reviewer] Certify and Submit Data [Submitter]

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Collector

Can: Upload flat files Collect data Review error reports Generate preview of reports Review reports Monitor status of collections and

submissions Cannot:

Submit data

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Reviewer

Can: Review error reports Generate preview of reports Review reports Monitor status of collections and

submissions Cannot:

Upload flat files Collect data Submit data

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Submitter

Can: Review error reports Generate preview of reports Review reports Certify and Submit data Monitor status of collections and submissions

Cannot: Collect data Upload flat files Prepare data

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Uploading Flat Files

Data Sources tab Click “Other Data Sources” Locate Data Source (folder) for correct

period Click “Manage” Click “Upload File” Browse to the file and click open Click “Upload”

Can remove files by checking box and click “Delete Selected”

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Will see Data Source for each reporting period. Locate the correct one for Financial (Period H) and click “Manage”

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Should end up with just two files in here for Period H

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/documents/usaems_emisr.seq

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Data Collection Process

Collect (pulls data from source system/flat file)

Check Collection Progress Prepare Level I Validations Preview (data in HTML or CSV format) Repeat steps above as needed Certify & Submit Level II Validations (ODE cross-checks) Repeat as needed

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Test

Test

TestTest

Test

Test

Test

Make sure both SIF Zone and correct Data Source are checked.

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Test

Test

Test

Test

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When data is loaded and verified, click on certify and submit.

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Useful ODE Documents

From ODE Home Page Select Data EMIS from top menu Select EMIS Redesign from left menu Select EMIS Redesign Documentation

LEA Data Collector Checklist Data Collector User Guide

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Questions?

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