eated by: Mary A. Smith
SIS System Development
1Version 1.0
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Table of Contents
Description
2 ………….
Table of Contents
3 ………….
Introduction
4 ………….
Icon Descriptions Table
5 ………….
Logon to SOMFRS
6 ………….
Users Logon Screen
7 ………….
Selecting the Year
8 ………….
Selecting the Month
9 ………….
Selecting the Reporting Period
10 ………… Selecting the Reporting Level
11 - 14 …… Selecting the Report
15 – 16 …… Report and How to Print a Report
17 – 26 …… Download Snap Shot Software
27 – 29 …… Modify Report Name
30 – 32 …… Modify Group Name
33 – 34 …… Modify Report Order
35 – 36 …… Modify Report Group Order
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INTRODUCTION
The SOMFRS (School of Medicine Financial Reporting System) website was designed to provide
management with access to reports summarizing financial activity for all financial sources affiliated with WSU
School of Medicine. The consolidated report includes data from WSU, AHCS, FMRE, UniMed, and UPS, with
input from other SOM affiliated organizations planned for the future. Additional reports show the breakdown
of activity by entity, fund, and organizational unit. Activity is reported each month in three time frames:
Current Month, Calendar Year to Date, and State Fiscal Year to Date. After login, authorized users select from a
customized menu to view and print reports at the desktop.
1.
The Executive Summary section includes top level reports
All Corporations – Consolidated
WSU and AHCS Activity By Fund
WSU Grant Activity by Fund Type
AHCS and FRME Cash Balances by Department
2. The Administrative Access section summarizes activity by Organization Group: Administrative
Departments, Basic Science Departments, Clinical Science Departments, and Centers, Institutes, and Other.
Individual reports by department are also available.
3. Reports are created after the close of each month, and are available by the 20th of the following month.
Reports will also be available for prior months in the fiscal year.
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Icon Descriptions
=
Action Process
=
WARNING
=
Keep in Mind
=
Automatic Process
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Logon to SOMFRS
Logging On:
•Open IE (Internet
Explorer) web browser
•Type in the URL on the
address line
Click ‘Yes’
https://oracle.med.wa
yne.edu/SOMFRS
• Click ‘YES’ when the
‘Security Alert’ box
appear
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Logon Screen
(1)
Type in your ‘User
Name’, and ‘Password’
(2)
Click ‘Login’
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Select ‘Year’
(2)
Click
‘SELECT’
Viewed only by Administrators
(1)
Select the ‘Year’
from the drop
down by clicking
the arrow
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Select ‘Month’
(1)
Select the
‘Month’ from list
(2)
Click ‘SELECT’
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Select ‘Reporting period’
(1)
Select ‘Reporting
period’ from list
(2)
Click ‘SELECT’
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Select ‘Report Level’
(1)
Select ‘Report
Level’ from list
(2)
Click ‘SELECT’
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Select ‘Report’
(1)
Select a ’Report’
from the list
(2)
Click ‘SELECT’
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Select ‘Report’ (cont)
Click here, to
generate report
page(s)
Year
Month
Type of Report
F = Fiscal
Y = Year
T = To
D = Date
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Select ‘Report’ (cont)
Automatically
generate the file
download, name,
and ask where to
open the file
Make your
selection, and
click ‘OK’
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Select ‘Report’ (cont)
Click the window
box on IE (Internet
Explorer) to expand
the window for
viewing
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Report (generated) and How to Print Report
Report
automatically
generated for
viewing only
Right click the
mouse key, to bring
up this menu.
Make your selection
for processing;
Zoom, Print, Next
Page and Last Page
You must have Snap
Shot downloaded to
your computer to
view the reports, if
not continue to
pages 16 – 25 for
Snap Shot download
instructions.
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Report (generated) and How to Print Report (cont)
Click the printer icon, to
bring up the print menu,
if not grayed out. If so,
go to icon at the bottom
of menu
(2)
Select printer
location, and
click print
(1)
Click the printer
icon, to bring up
the print menu.
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To exit this window,
click the (X) in the
upper right corner
of IE (Internet
Explorer). Then
click the Back
arrow to view
additional reports
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Download Snap Shot Software
Click ‘Download Microsoft
Snap Shot’ to install the
software for viewing
report pages
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Download Snap Shot Software (cont)
(2)
Expand
window
(1)
Click ‘Download
Micro Soft Snap
Shot”
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Download Snap Shot Software (cont)
Click
‘Download
Snapshot
Viewer’
Click
‘Download
Now’
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Download Snap Shot Software (cont)
(1)
Select the
drive to save
the program
Snapshot
Click ‘OK’
to save the
program to
disk
(2)
Click ‘Save’
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Download Snap Shot Software (cont)
Program
automatically
download to
selected drive
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Download Snap Shot Software (cont)
After downloading the
software to the driver:
-Go to Windows
Explorer
- Select Driver
- Select icon
(SnpVw90.exe)
- Double click the icon
Or
• Click ‘ START’
• Select ‘RUN’
• Click ‘Browse…’
• Select the icon
(SnpVw90.exe)
• Click ‘OK’
Double
click icon
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Download Snap Shot Software (cont)
(1)
Read then,
Click ‘Yes’
to the
software
agreement
(2)
The
question,
‘Would you
like to install
the Snapshot
Viewer’? will
appear.
Click ‘Yes’
(1)
Double
click
the icon
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Download Snap Shot Software (cont)
Snapshot
automatic starts
the setup
process
Click
‘Continue’ to
continue the
installation
process
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Download Snap Shot Software (cont)
Click ‘OK’ to
install the
snapshot
viewer to the
designated
folder
Click ‘OK’ to
begin the
installation
process
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Download Snap Shot Software (cont)
Snapshot
installation
process
Click ‘OK’ when
installation is
completed
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Modify Report Name
Click
‘Modify
Report’
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Modify Report Name (cont)
(1)
Select the
‘Report Name’
(1)
Select a ‘Report
Level’
(2)
After selecting
the report
level, click
‘Select’
(2)
Click
‘Select’
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Modify Report Name (cont)
(1)
Type in the ‘New Report
Name’, and the ‘New
Report Code’ as
demonstrated
Message; ‘Report
Added or Modify’ will
appear, the report have
changed. You must
login again
Click ‘Report
Added or Modify,
Please Login
again’ to log back
into the system
(2)
Click
‘Change’
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Modify Group Name
(1)
Type in your
User Name, and
password
Click ‘Modify
Group Name’
(2)
Click
‘Login’
You must repeat ‘Login’
process for each selection.
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Modify Group Name (cont)
(1)
Type in the
name of the
new report
(1)
Select the name
of the ‘Select
Report Group’
(2)
Click
‘Submit’
(2)
Click
‘Change’
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Modify Group Name (cont)
Message; ‘Report
Added or Modify’ will
appear, the report have
changed. You must
login again
(1)
Type in your
User Name, and
password
Click ‘Report
Added or Modify,
Please Login
again’ to log back
into the system
(2)
Click
‘Login’
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Modify Report Order
(1)
Select the
‘Report Level’
Click ‘Modify
Report Order’
(2)
Click
‘Select’
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Modify Report Order (cont)
Message; ‘Report Added
or Modify’ will appear,
the report have
changed. You must
login again
(1)
Type in the number
(1 – 5) which you
would like the
reports to appear
Click ‘Report
Added or Modify,
Please Login
again’ to log back
into the system
(2)
Click
‘Change’
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Report Group Order
(1)
Type in your
User Name, and
password
(2)
Click
‘Login’
Click ‘Report
Group Order’
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Report Group Order (cont)
(1)
Type in the number
(1 – 5) which you
would like the
reports group to
appear
Click ‘Report
Added or Modify,
Please Login
again’ to log back
into the system
(2)
Click
‘Change’
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