OBI Dashboard Enhancements
July 9, 2020
Over the last few months, we have deployed some new changes to the OBI dashboards.
FARM Approvers
The dashboard now provides the option for selecting ICD approval roles in the prompts. When using the Approvers by Org view, you can view the valid ICD approvers for any organization.
Many planning units have recently reorganized and reduced staff. So please make sure that your financial approvers in FARM are kept up to date. Failure to keep your financial approvers current, may delay your financial transactions from being processed in a timely manner.
GL Transaction Export
A new prompt has been added for Report Type. In the past when trying to export entries across a large number of account strings the query would run for a very long time, or, if there were too many sections, it would error out. Also, when you scrolled through the large results, it was very slow to get to the bottom of the page to export the data.
The new ‘Report Type’ prompt lets you choose to view the Sectioned Report that displays a section header for each account string or the new Tabular Report that just displays the transactions. The default for this prompt is the Sectioned Report. If the resulting report has too many sections to render the report, you will still receive an error, but now can just change the prompt to the Tabular Report.
Example of a Sectioned Report:
Example of a Tabular Report:
With either dashboard format, the user can still use the Export options at the bottom of the screen.
Upcoming Changes in July
The new Payments dashboard will provide additional options for both selecting and viewing both invoice and payments information.
The GL Transaction Export and Grants Expenditure Inquiry dashboards will have prompts added to view transactions for Journal Entry Tool (JET) Preparers and Processors. These fields will also be included in the dashboard export.
The Absence Management dashboard will include the Furlough days information.
Information about HR Dashboards and Furlough Salaries
The HR dashboards are undergoing changes to display furlough salary information more clearly. Currently, in the HR system, regular salaries have already been adjusted to reflect the appropriate furlough reductions. However, the reductions to the fiscal increment and additional salary elements will not be reflected in the element amounts. Those reductions are calculated during the payroll process.
The below chart shows how salary data is currently reflected on our dashboard pages, along with how the dashboards will be adjusted to show provide additional data useful for managing your salary budgets and planning.
As changes are made to the dashboards, the Quick Reference Guides (QRG) are updated and posted.
Questions? Contact Finance Customer Care at financecustomercare@ohio.edu.