uic college of medicine what schools and colleges are doing to develop effective management reports
TRANSCRIPT
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UIC College of UIC College of MedicineMedicine
What Schools and Colleges What Schools and Colleges are Doing to Develop are Doing to Develop
Effective Management Effective Management Reports Reports
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Need for Management Reporting Need for Management Reporting in the Wake of the Banner in the Wake of the Banner
ImplementationImplementation
► Financial reportsFinancial reports Detail transactionsDetail transactions Available balancesAvailable balances AccountingAccounting
► Income statements (period)Income statements (period)► Balance Sheets (snapshot)Balance Sheets (snapshot)
► HRHR Appointments (snapshot)Appointments (snapshot) Payroll (period)Payroll (period)
► Student SystemsStudent Systems
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EDWEDW
► What a great idea!What a great idea! Finally an INTEGRATED data management and Finally an INTEGRATED data management and
reporting systemreporting system True relational databaseTrue relational database
► But…But… Lack of coordination of business rules with Lack of coordination of business rules with
technical implementationtechnical implementation e-Fashione-Fashion
► So…So… Attempt to define business rules and reporting Attempt to define business rules and reporting
needs within available dataneeds within available data
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Financial Reporting – Fund Financial Reporting – Fund TypesTypes
►State funds (ledger 1)State funds (ledger 1)► Institutional Funds/ICR (ledger 2)Institutional Funds/ICR (ledger 2)►Self-supporting/Revolving (ledger 3)Self-supporting/Revolving (ledger 3)►Grants (ledger 4 & 5)Grants (ledger 4 & 5)►MSP & Gifts/Endowments (ledger 6)MSP & Gifts/Endowments (ledger 6)
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The Other Parts of the The Other Parts of the “FOAP”“FOAP”
► Org – who is spending/making the moneyOrg – who is spending/making the money ORG_CD_HISTORG_CD_HIST If transaction recorded under your org, it’s yoursIf transaction recorded under your org, it’s yours
► Account – what type of transaction is it?Account – what type of transaction is it? ACCT_CD_HISTACCT_CD_HIST
► ProgramProgram Uniquely identify state and inst./icr fundsUniquely identify state and inst./icr funds Used to embed NACUBO function on grantsUsed to embed NACUBO function on grants
► Inconsistencies create rougenessInconsistencies create rougeness
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Fund ManagementFund Management
► Fund Accounting (Budget Balance Available)Fund Accounting (Budget Balance Available) State appropriation (use it or lose it)State appropriation (use it or lose it) ICR Funds (budget entries)ICR Funds (budget entries) Ledger 1 and 2Ledger 1 and 2
► Cost Recovery (ITD Balances)Cost Recovery (ITD Balances) Grant fundsGrant funds Ledger 4 and 5Ledger 4 and 5
► Profit and Loss (Fund Balances)Profit and Loss (Fund Balances) MSP (maximize revenue, minimize expenses)MSP (maximize revenue, minimize expenses) Gifts/EndowmentsGifts/Endowments Revolving funds (“breakeven”)Revolving funds (“breakeven”) Ledger 3 and 6Ledger 3 and 6
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BYODbBYODb
EDW
(Oracle) COM
(SQL)
COM - AD
► MS AccessMS Access Ad hoc queriesAd hoc queries Formatted reportsFormatted reports
► MS ExcelMS Excel Manipulate dataManipulate data Charts and Charts and
graphsgraphs
► IntranetIntranet Anywhere accessAnywhere access User-friendly User-friendly
interfaceinterface
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FGIBDSR (ledger 1, 2)FGIBDSR (ledger 1, 2)
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FZIGITD (ledger 4, 5)FZIGITD (ledger 4, 5)
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FGITBSR (ledger 3, 6)FGITBSR (ledger 3, 6)
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ALL Financial and HR data ALL Financial and HR data available in relatively few derived available in relatively few derived
tablestables
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Underlying QueriesUnderlying Queries
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Financial Reports DemoFinancial Reports Demo
►Excel SpreadsheetsExcel Spreadsheets Export from AccessExport from Access SubtotalsSubtotals
►Ad hoc Access QueriesAd hoc Access Queries
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HR Reports DemoHR Reports Demo
►Formatted Positions ListingFormatted Positions Listing►Ad hoc queriesAd hoc queries
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College of Medicine College of Medicine Student Services Student Services Warehouse UseWarehouse Use
► Medical StudentsMedical Students UINUIN Admissions verificationAdmissions verification Program CodeProgram Code Mailing Address ChangesMailing Address Changes Phone number ChangesPhone number Changes Registration StatusRegistration Status
► GPPA Students GPPA Students Application Data CaptureApplication Data Capture
► GEMS StudentsGEMS Students Application Data CaptureApplication Data Capture DemographicsDemographics
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AMCAS
COMOracle
Medical School Applicant
Banner
GEMS Applicant
EDW
UIC Medical Student(Contact information changes)
Applicant Data
Applicant Data
Faculty and Staff
GPPA Applicant