March 2018
Update on First Wave Districts
Some of the first wave districts started their dual-processing period the beginning of February with additional districts starting this month. The SSDT has made continuous improvements and enhancements based on first wave feedback. We greatly appreciate the efforts our first wave districts and their supporting ITCs have made!
Documentation Videos and Crosswalks
SSDT is continually updating and improving the on-line Redesign documentation. We have created various crosswalks throughout the documentation, many of them printable so you can easily view the Redesign programs and their Classic counterparts. For example, at the beginning of the Report chapter in the USAS-R manual, there is a link to print a crosswalk of the SSDT Template Reports with the names of the Classic reports they replaced. You will also see many mini-videos throughout the documentation manual. The videos are designed to help step you through a program's options/features. For example, the purchase order chapter in USAS-R contains a video on how to create a purchase order. The videos were created to be simple and concise and just a few minutes in length We are in the process of moving the video links to the top of the chapters for easy reference. For example under the ACH Destination chapter in the USPS-R manual, the video link is denoted with an arrow (example below). You will then need to click on the 'here' link to view the video.
Creating Custom Fields in USXS-R
A Custom Field is a field that the district defines that can then be seen in the different programs when creating, editing, or querying a recorddistrict-defined field. For example, I you can create a custom field to help track mark if a vendor's W9 is on file. Once the custom field is created, it will be available for use in the program. Custom fields can also be added to your grid by selecting the field under the MORE option . They are also as well as available as a 'property' (aka field) that can be included on a custom report. Here is an example of creating If your district is using a user-defined field in Classic (i.e. ACA reporting), they will be imported into the Redesign. You can then rename the field.
Below are two examples of Custom Fields:
- Renaming a Classic User-Defined field in the Redesign
- Creating a custom field and using it in the system.
Example: Adding a W9 field in Vendors:
- In order to track if your district received a W9 from a vendor, create a custom field and place it in the '1099' section of the vendor record.
Vendor Screen Before
- Under SYSTEM, select 'Custom Field Definitions' and click on 'Create' to create your custom field. 'Display Name' is the field name. Pick from different types of field (boolean is a checkbox, text, date, etc). Order is sequence order (first field in the 1099 group section). 'Applies To' which
Vendor Screen After
- You can include the custom field on your grid by selecting it under the MORE option
- You can include the custom field on a custom report
Follow us:
Useful links:
- General Redesign FAQs
- Redesign Recorded Demos
- SSDT Public Wiki
- SSDT Redesign Wiki
- usasrdoc
- uspsrdoc
- USPS-R Demonstration Videos
- USAS-R Demonstration Videos
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Redesign Feedback Email If you have any questions on the Redesign, please email the SSDT at the following: |
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The Redesign's Production Release is available for the public. The demo instances contain anonymized training data allowing you to experiment with the Redesign software! Just a reminder, these are shared public instances so you should not enter any sensitive data that you would not want others to see. USAS-R Production Demo:
USPS-R Production Demo:
These databases will be periodically reset. In our User documentation, the USAS Appendix includes 'processing guides' on how to create accounts, vendors, transactions, etc. The USPS Appendix includes steps on how to add a new employee and process a payroll, etc. You are more than welcome to use these processing guides to assist in experimenting with the demo instances. If you wish to experience USAS-R or USPS-R with your own district's data, please contact your ITC and request they install an instance of the Production Release for you. |
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Upcoming Training and Demos |