Mass Inactivate Accounts
Cleaning up accounts from prior fiscal years? Closing a building code? There are quite a few different reasons you may be cleaning up your account codes so there are multiple options that can be utilized depending on what you need! The best option may vary depending on the situation, user preference, or grouping of accounts.
Inactivate All Accounts Linked to a Cash Account
In Redesign, making a Cash Account inactive will prevent the underlying accounts from being used on transactions but you may also want to change them to an "inactive" status. This can easily be done with the Mass Change option.
- Summarize: The Mass Change definition can be used on the Expenditure and Revenue account grids. The Mass Change module would need to be installed for the district and then when you go to the Core > Accounts grid you can import this definition for the Expenditure and Revenue grids (will import and run separately for Rev & Expenditure). The Mass Change will look at any accounts where the Cash Account is inactive and then change the Active status on that record to also be inactive which will allow you to filter those from your account grid and account summary reports.
Click here for more information on Mass Change and to download this Mass Change Definition.
Inactivate All Accounts Linked to a Specific Account Parameter
ex. all attached to a building - filter by OPU apply mass change
Inactivate Accounts with a Spreadsheet
Mass Load
New option to select by Pay Groups, Added to 'Convert Personal Leave to Sick Leave'
The Select Pay Groups field allows you to select specific Pay Groups for reporting purposes. Highlight to select those pay groups that you wish to report on from the Available box and move it over 
to the Selected box. You can choose none or any number of pay groups to report on. To remove from the selected box use 
to move it back to the available box.
The report will include all employee's in Pay Group 29:
Job Calendars
Creating Job Calendars Using the Copy Option
The quickest means to create job calendars for the upcoming school year is to use the Copy option. In order to use this feature, one type of calendar should be created. This should be your most common job calendar - for example, the teachers.
- To create the new job calendars go to Core>Job Calendars and edit the calendar type.
- Using the Start Date and End Date fields, enter the date range for the calendars wanting to be added. Indicate whether weekends should or should not be included when the calendars are created by using the 'Include Weekends' checkbox. Click Mass Update.
- Once the days are added, a quick check of the days added can be made by using the job calendar grid.
- If changes are needed, use the << or >> to move to the correct calendar month and year.
- Right click on the day needed to be changed and select the appropriate type of day from the drop down.
- Using the Copy option, other job calendars can now be created.
- In the Copy From, select the calendar type just created. Enter the range of dates wanting to be created in the Start Date and End Date. Lastly, move all job calendar types wanting to be created to the Selected side. Click Copy.
- Repeat the process outlined above using the job calendar grid to verify the calendar is created correctly and make any changes if necessary.
Job Calendar Report
The Job Calendar Report is a canned report that can be found under Reports>Job Calendar Report. It can be run for a specific date range and all or specific job calendar types. The Job Calendar has recently been enhanced to include the following:
- the ability to print the report portrait or landscape
- the ability to print mid-month
- allow the ability to print a full year calendar on one page
- and the option to add an outline to the job calendar report.
- Example of a Job Calendar Report- Without Calendar Outline:
- Example of a Job Calendar Report - With Calendar Outline:
Useful links:
- SSDT Wiki
- February Releases Recap
- SSDT Redesign Documentation
- Inventory Documentation
- Redesign Implementation Details
- Redesign Recorded Demos
- SSDT YouTube Channel
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REDESIGN STATUS
Active Directory available for Inventory A 'Configuration' option has been added under the System menu allowing the enabling of external authentication (active directory service) in Inventory. Once this has been enabled, a user's account in SYSTEM>User must have the 'external authentication' box checked in order to use active directory.
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REDESIGN STATUS | |
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709 Sites Live on Redesign | 121113 Total Wave 8 9 Sites |
17 Participating ITCs | 649766 Total Districts Participating |
Please view the Current List of Districts & Status to see a comprehensive list of school districts along with their ITC, implementation status and the wave they are scheduled to migrate from Classic to Redesign.
The following terminology is used to determine where in the implementation process the entity is currently at:
Implementing: The ITC is running test imports and balancing reports on the entity. The district and ITC are working to schedule dates to begin dual processing and go live.
Paralleling: The entity is inputting all production transactions into both Classic and Redesign.
Live: The entity is using Redesign for production processing; no parallel processing is being performed; Classic is available in 'read-only' mode.
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If you would like to make adjustments to current year expendable figures via Budget Scenarios, SSDT has a step-by-step guide available to walk you through it. Listed below are a couple of other helpful tips. Regenerate Budgeting Sheets Within the Budgeting Scenarios, the Regenerate option is a helpful way to update an existing budgeting sheet. Locate this option by viewing USAS Public Library Reports - Budgeting Reports The USAS-R Public Reports Library has a section for Budgeting Reports. Users can easily view an example and description of each report and download the report definition right from the Library. A notable report is the Budget Transactions Initial Estimates. This report contains changes made to expenditure accounts initial estimates. The report is built so you can view changes made to initial estimates when applying proposed amounts for initial temporary (full year/not full year) and/or permanent transaction types. Click here to visit the USAS-R Public Reports Library Entering Adjustments You can enter your updated expendable amounts on the updated budget sheets by using the
Once promoted, the new amount will appear in the proposed amounts grid
When applying and selecting 'Adjustment' type, the system will calculate the difference between the current expendable and the amount displayed in the proposed budgets grid and will create an adjustment for the difference. In our example, if the current expendable is $27,500 but the new expendable is $28,500, a positive $1,000 will be added to the FY and Month adjustment fields on the account. The initial budget will not be affected. |
