Branch Planner and Profit Projections
|
|
- Ophelia Strickland
- 6 years ago
- Views:
Transcription
1 Branch Planner and Profit Projections In an attempt to streamline the job planning process, beginning March 1, 2017 the active job list section of the Branch Planner will be discontinued. This process has been incorporated into NetSuite. The projection tab in the job record has been renamed to Planner. Under the Planner tab, the old projection section has been discontinued and replaced with a new transaction based projection. This method will allow the job to be projected over multiple months. Each month will have its own entry. Once a job is created and saved, you are to select Planner from the center tabs of the job. You will then enter the projected billing month of the job. If the job will require billing in more than one month, you will need to enter a separate projection for that month. Instead of entering projections for the total expected revenue and cost, you will now enter the projections by job phase, same as the Branch Planner. To review the status of your billed and unbilled jobs for each month, new saved searches have been created to track job status. You can reference either the HC Planner Summary or HC Planner Summary by Phase searches to choose the period of transactions for review. The resulting list will allow you to enter each job s projected revenue and cost by the projected billing month date. As the job information in the planner section is updated daily, you will have an ongoing revenue and gross profit projection by job phase. The corporation will still perform a snap shot of the company s projected revenue and gross profit at 12:00 PM (CST) on the 20 th of each month. If the 20 th falls on a weekend or holiday, projections will be tallied the next business day. 3/1/2017
2 Once a job is created and saved, select Planner, then New Job Projections as Shown Below This section will no longer be seen. Use this View
3 This screen appears. Enter the projected Billing Month Date, then enter the appropriate phase revenue and cost amounts. Once finished entering the projection, select the Save button. If the job is expected to have billing in other months, select Save & New then enter the appropriate projected Billing Month Date repeating the steps listed above. Each month s projection will have its own entry.
4 HC Planner Summary Use this saved search to review status of jobs You can alter your results according to the filters you select. When you click on the desired period a detailed list of your projected jobs will appear. Select and the Planner for March 2017 will appear
5 What appears is similar to the old Branch Planner columns. This sample display is broken into three sections due to its length. Jobs can be filtered or Sorted by Job Status Jobs with one of the below listed Statuses will be flagged
6 A wider view of the Planner Summary Note that you can change the Billing Month Date, Add Comments, Revenue and Cost Amounts from this search list. You cannot change the job status field under the Planner Summary.
7 Since the Job can be Projected for several months, the Job Status cannot be edited from the Planner Summary. However, you can edit the Job Status from the Job List search without having to Open and Edit each Job.
8 Below is the HC Planner Summary Corporate will take their Snap Shot from this report on the 20 th of each month. Notes: 1. A Projection Entry must be created for each Projected Month of Job Billing. 2. The NetSuite HC Planner Summary saved search will replace your Branch Planner spreadsheet for Job Reviews. 3. The NetSuite HC Planner Summary projection amounts must be updated as Job Invoices are completed. 4. The NetSuite HC Planner Summary save search will be used by Corporate to tabulate Monthly Branch Projections. All jobs invoiced and/or projected for the stated period will be calculated. 5. Branch Managers can pull the Job Phase Totals to complete the Original Branch Planner Statement tabs. 6. It is suggested to use both the HC Planner Summary and the Job List during weekly branch meetings to Plan and Update Jobs. 7. The report HCSG Projections incls jobs billed w/closed status, saved search HCSG Projections for Branch Planner and HCSG Projections (excludes billing on jobs w/closed status) will no longer be available.
NY HPNAP Reporting. Owner of this document is: Scott Wiacek Purpose of this document
NY HPNAP Reporting Owner of this document is: Scott Wiacek swiacek@feedingamerica.org Purpose of this document This document illustrates how to setup the HPNAP in order to comply with the reporting requirements
More information4 ENTERING PATIENT INFORMATION
CHAPTER 4 ENTERING PATIENT INFORMATION Learning Outcomes 4-2 When you finish this chapter, you will be able to: 4.1 Explain how patient information is organized in Medisoft. 4.2 Discuss how a new patient
More informationEmployment Ontario Information System (EOIS) Case Management System
Employment Ontario Information System (EOIS) Case Management System Service Provider User Guide: Reporting Youth Job Link Employers (SDS Level) #132 Version 1.1 September 2017 Table of Contents Youth Job
More informationSynergy Health Participant Guide v /30/2013
Synergy Health Participant Guide v. 3.0 07/30/2013 1 Introduction Prerequisites: Synergy 101 Audience: This training is intended for nurses or any other person responsible for entering health information
More informationPROMAS. Programme Management System. User manual for applicants. Published by the Managing Authority Publication date 30 January 2017
PROMAS Programme Management System User manual for applicants Published by the Managing Authority Publication date 30 January 2017 CONTENT 1. Introduction... 3 2. Registration... 4 3. Support... 6 4. User
More informationRetirement Manager Disbursement Monitoring Plan Administrator User Guide
Retirement Manager Disbursement Monitoring Plan Administrator User Guide Table of Contents 1.0 Guide Overview 2.0 Disbursement Eligibility Certificate 2.1 Hardship Withdrawal Certificate 2.2 Loan Certificate
More information2016 Summer Food Service Program Online Training Module 5 Meal Claim Submission. Understand general procedures in submitting an original claim
2016 Summer Food Service Program Online Training Module 5 Meal Claim Submission Learning Objectives Understand general procedures in submitting an original claim Understand the Child Nutrition Information
More informationVanderbilt University Medical Center
Vanderbilt University Medical Center Credentials Application Tracking System User s Guide Table of Contents Table of Contents... 2 Document Change History... 2 How to Use this Guide... 3 Need Help?...
More information2016 Wage Enhancement Funding Application Guidelines Centre-Based Child Care / Licensed Home Visitors
2016 Wage Enhancement Funding Application Guidelines Centre-Based Child Care / Licensed Home Visitors All licensed child care operators and licensed home child care agencies in the City of Hamilton may
More informationSelect Scheduling => Rounds Schedule => Patient Admissions and Rounds
Patient Admission and Rounds Introduction The Rounds Module allows providers to track patients who are being seen in off-site locations, keeps a record of all admissions and charges posted during those
More informationChapter Contents. Manage Résumé Screen
17: Manage Résumés Chapter Contents Create a Résumé... 17-1 Search for Résumés... 17-1 Staff-Specific Search Criteria... 17-2 Match Résumés to a Job... 17-4 Virtual OneStop includes tools to help staff
More informationGo! Guide: Patient Orders (Non-Medication)
Go! Guide: Patient Orders (Non-Medication) Introduction The Orders tab in the EHR is where all members of the healthcare team find orders, or instructions, to care for, diagnose, and treat each patient.
More informationGrant Reporting for Faculty Grant Expense Detail
Grant Reporting for Faculty Grant Expense Detail This report provides line item detail expenses for a user-specified Sponsored Program. The report allows faculty and department administrators to more easily
More informationWelcome to ebay, craigslist & PayPal
Welcome to ebay, craigslist & PayPal By: Frank Abegg Spring 2018 1 CLASS #1 OVERVIEW 1) ebay Review & Sign Up www.ebay.com 2) PayPal Review & Sign Up www.paypal.com 3) craigslist Review & Sign Up www.fairbanks.craigslist.org
More informationGuidance for the Texas Accountability Intervention System
Guidance for the Texas Accountability Intervention System Part 2: Implement and Monitor This guidance is for LEAs/campuses with a Professional Service Provider (PSP) and required monitoring interventions
More informationIntroduction to the Provider Care Management Solutions Web Interface
Introduction to the Provider Care Management Solutions Web Interface Release 0.2 Introduction to the Provider Care Management Solutions Web Interface Purpose Provider Care Management Solutions (PCMS) is
More informationResearchfish outcome reporting system. User Guide for Researchers
Researchfish outcome reporting system User Guide for Researchers December 2016 How Researchfish works Researchfish is a system used by research funders to gather information on the outcomes of the research
More informationEFFORT REPORTING SYSTEM (ERS)
EFFORT REPORTING SYSTEM (ERS) Revised January 6, 2012 http://www.efm.ucla.edu/effortrpt.htm ITEMS NEEDED: ERS, Excel QDB (PAR Detail Report), current/approved Budgets for all grants TO PULL UP ERS DATA:
More information14: Manage Labor Exchange
14: Manage Labor Exchange Chapter Contents Mass Job Referrals... 14-2 Assigning Referrals to Job Orders... 14-3 Finding a Candidate for the Job Order Referrals... 14-4 Referral/Notifications Details Screen...
More informationFulbright Specialist Program: Host Institution Application Instructions
Fulbright Specialist Program: Host Institution Application Instructions Thank you for your interest in submitting a project for the Fulbright Specialist Program. These instructions are intended to guide
More informationTMS Platform Jobs JOBS
JOBS The tab gives you the ability to: View current and previous job postings Edit or refresh postings Post new positions Remove positions that have been filled Note: This feature may only be available
More informationVolunteer Community Centre Administrator User Guide Created: May 16, 2014
Volunteer Community Centre Administrator User Guide Created: May 16, 2014 Overview The Jumpstart Volunteer Administrator (Volunteer Administrator) manages the entire volunteer experience for an event.
More information19: Manage Labor Exchange
19: Manage Labor Exchange Chapter Contents Mass Job Referrals... 19-2 Assigning Referrals to Job Orders... 19-3 Finding a Candidate for the Job Order Referrals... 19-3 Referral/Notifications Details Screen...
More informationEFIS. (Education Finance Information System) Training Guide and User s Guide
EFIS (Education Finance Information System) Training Guide and User s Guide January 2011 About this Guide This guide explains the basics of using the Education Finance Information System (EFIS). The intended
More informationUser Guide on Jobs Bank Portal (Employers)
User Guide on Jobs Bank Portal (Employers) Table of Contents 4 Manage Job Postings... 3 4.1 Create Job Posting... 3 4.1.1 Publish Job Posting... 10 4.2 Create Job Posting As Third Party Employer... 11
More informationAIM Alberta Online Measurement Tool Manual. Instructions for Use Part 1: Set Up and Data Collection
AIM Alberta Online Measurement Tool Manual Instructions for Use Part 1: Set Up and Data Collection Spring 2015 Table of Contents Introduction... 2 Getting Started... 3 Set up your Clinic Profile... 4 Enter
More informationFY 2017 Continuum of Care Priority Listing
FY 2017 Continuum of Care Priority Listing e-snaps Instructional Guide Version 1 Table of Contents Introduction... 1 Objectives... 2 Overview of this Instructional Guide... 2 Highlights in e-snaps in FY
More informationEMIRATES FOUNDATION USER MANUAL. Interns Manual
EMIRATES FOUNDATION USER MANUAL Interns Manual Table of Contents 1. Registration.2 2. Create Your CV 4 3. Dashboard.9 4. Search Internships.11 5. Email Alerts 14 Interns Manual 1. Registration In order
More informationManaging Job Requisitions. Contingent Workforce Solutions Training for Client Users
Managing Job Requisitions Contingent Workforce Solutions Training for Client Users *************************************************************************** NOTE: Screen shots in this job aid are examples
More informationChapter 4. Disbursements
Chapter 4 Disbursements This Page Left Blank Intentionally CTAS User Manual 4-1 Disbursements: Introduction The Claims Module in CTAS allows you to post approved claims into disbursements. If you use a
More informationQOF queries in SystmOne
QOF queries in SystmOne For further help with QOF: 1. See the Primary Care Contracting (www.primarycarecontracting.nhs.uk) website for more information 2. Contact your PCT Information or Data Quality team
More informationHome Medication History in Horizon Health Summary (HHS)
Home Medication History in Horizon Health Summary (HHS) Medication history is longitudinal data which means it - Is retrievable (comes back) with each admission. Medications must be verified and confirmed,
More informationIntern Placement Tracking (IPT)
Intern Placement Tracking (IPT) How-To Guide for Students Binghamton University College of Community and Public Affairs Department of Social Work Sophia Resciniti Director of Field Education PO Box 6000
More informationAIRPORT SPONSOR USER GUIDE
AIRPORT SPONSOR USER GUIDE Table of Contents Section 1: Introduction... 2 1.1 What is BlackCat Grant Management System?... 2 1.2 This User s Guide... 2 Section 2: Getting Started... 3 2.1 User Access...
More informationOffice of Clinical Research. CTMS Reference Guide Patient Entry & Visit Tracking
Se Office of Clinical Research CTMS Reference Guide Patient Entry & Visit Tracking Table of Contents Logging into CTMS... 3 Search and Recruitment / Quick Search... 4 How to Configure Quick Search Fields...
More informationCPOM TRAINING. Page 1
CPOM TRAINING Page 1 Physician Training For CPOM Patient list columns, Flag Management, Icons Icons added for CPOM: Columns added: Flags New Orders: GREEN - are general orders. RED means STAT orders included
More informationVolunteer Registration Step by Step Guide
Volunteer Registration Step by Step Guide 1 Volunteer Registration Sign Up or Log In with an existing account on the FIRST website: https://www.firstinspires.org/ 2 Volunteer Registration If you need to
More informationIntroduction to the Provider Care Management Solutions Web Interface
Introduction to the Provider Care Management Solutions Web Interface Release 0.2 Introduction to the Provider Care Management Solutions Web Interface Purpose Provider Care Management Solutions (PCMS) is
More informationState of Nebraska DHHS- Division of Developmental Disabilities
State of Nebraska DHHS- Division of Developmental Disabilities Quarterly Provider Incident Report Guidelines Implementation Date: 7/28/17 Purpose These directions are for completing Provider Quarterly
More informationGrants Application Completion Report Instructions. Table of Contents
Grants Application Completion Report Instructions Table of Contents Overview... 1 Step 1 - Logging into Grants Application Completion Report Portal... 1 Step 2 Loading a New Budget... 2 Step 3 Processing
More informationTrail s End Popcorn System for Unit Leaders
Trail s End Popcorn System for Unit Leaders Is it hard? How does it work? 1. Log In 2. Add your Scout List (optional but good!) 3. Approve Scout Orders (also optional) 4. Enter Unit Order 5. Submit to
More informationOnline Panel shortlisting
Online Panel shortlisting Go to https://jobs.reading.ac.uk/jobtrain6 The following screen will be shown Click on Sign in using Microsoft 365 The following screen will be shown Online Panel Shortlisting
More informationPCP and Specialist CAP Rosters Guide
PCP and Specialist CAP Rosters Guide Independence Blue Cross offers products directly, through its subsidiaries Keystone Health Plan East and QCC Insurance Company, and with Highmark Blue Shield independent
More informationPreliminary Application Submittal and Approval
Preliminary Application Submittal and Approval Three Part Preliminary Application (Administrator, Engineer, and Accountant) Once the Project Initiation Form has been accepted by the IJDC Director, the
More information724Access Viewer User Guide
724Access Viewer This explains how to access and use the 724Access Viewer application in the event of a COMPASS downtime. 724Access Viewer provides near real-time transfer of clinical data to workstations.
More informationWelcome to the Grants Processing Course
Welcome to the Grants Processing Course Monday, February 04, 2013 1 May 22, 2013 1 Introduction Instructor Instructor Welcome and Introductions Logistics Ground Rules Course Objectives Course Content Monday,
More informationUser Guide on Jobs Bank (Individuals)
User Guide on Jobs Bank (Individuals) Table of Contents 1 Individual Dashboard... 3 1.1 Logging In... 3 1.2 Logging Out... 5 2 Profile... 6 2.1 Make Selected Profile Information Not Viewable To All Employers...
More informationMONITORING PATIENTS. Responding to Readings
CHAPTER 6 MONITORING PATIENTS Responding to Readings This section covers the steps required to respond to patient readings within LifeStream. You can view patient readings on the Current Status or Tabular
More informationBulk Bill Claiming with MedicalDirector Blue Chip
Bulk Bill Claiming with MedicalDirector Blue Chip 2016 Health Communication Network Limited Contents Bulk Bill Claiming with MedicalDirector Blue Chip... 3... 3 Step 1 - Patient Details... 3... 3 Procedure...
More informationGrants Financial Procedures (Post-Award) v. 2.0
Grants Financial Procedures (Post-Award) v. 2.0 1 Grants Financial Procedures (Post Award) Version Number: 2.0 Procedures Identifier: Superseded Procedure(s): BU-PR0001 N/A Date Approved: 9/1/2013 Effective
More informationUser Manual.
User Manual www.orangescrum.org Table of Contents Time Log Add-on User Manual... 3 How Can I Install Time Log with Payment add-on?... 3 Requirements... 3 Installation... 3 Add-on Installation:-... 5 For
More informationGo IRISH: ND Career Services Management (CSM) System Guide
Go IRISH: ND Career Services Management (CSM) System Guide Go IRISH, is our primary career services web-based technology that connects ND Graduate Business students with employers and staff. Accessing
More informationARC-PA Program Management Portal. Directions for completion of Supervised Clinical Practice Experiences (SCPE) tab
ARC-PA Program Management Portal Directions for completion of Supervised Clinical Practice Experiences (SCPE) tab On the Program Detail page, select the SCPE tab. You can add, edit, or delete sites as
More informationEFFORT CERTIFICATION GUIDE
SOUTH DAKOTA SCHOOL OF MINES AND TECHNOLOGY EFFORT CERTIFICATION GUIDE 1/1/2011 WEB-BASED EFFORT CERTIFICATION Version 2 What is Effort Certification? Effort Certification is the institution s process
More informationUSCCB/MRS Migration &Refugee Information System Resource Guide
USCCB/MRS Migration &Refugee Information System Resource Guide R&P Remote Placement Program (RPP) Guide Reimbursements This MRIS Instructional Guide highlights the various types of reimbursements for activities
More informationPresentation Transcript
Presentation Transcript Maintenance of Financial Support (MFS) Toolkit: How to use the Data Collection Reporting Tool (DCRT) Introduction 0:00 Welcome. The Center for IDEA Fiscal Reporting, or CIFR, created
More informationSurgiVision Consultants, Inc. February 10, 2009
DataLink Alcon Edition Data Entry Tutorial February 10, 2009 DataLink Alcon Edition This is a web-based program, which means that - You do not have to install or update any software - You do have to remember
More informationUSDA. Self-Help Automated Reporting and Evaluation System SHARES 1.0. User Guide
USDA Self-Help Automated Reporting and Evaluation System SHARES 1.0 User Guide Table of Contents CHAPTER 1 - INTRODUCTION TO SHARES... 5 1.1 What is SHARES?... 5 1.2 Who can access SHARES?... 5 1.3 Who
More informationCare Planning User Guide June 2011
User Guide June 2011 2011, ADL Data Systems, Inc. All rights reserved Table of Contents Introduction... 1 About Care Plan... 1 About this Information... 1 Logon... 2 Care Planning Module Basics... 5 Starting
More informationUser Guide on Jobs Bank Portal (Employers)
User Guide on Jobs Bank Portal (Employers) Table of Contents 1 INTRODUCTION... 4 2 Employer Dashboard... 5 2.1 Logging In... 5 2.2 First Time Registration... 7 2.2.1 Organisation Information Registration...
More informationUser Manual.
User Manual www.orangescrum.org Table of Contents Time Log Gold Add-on User Manual... 3 How Can I Install Time Log Gold add-on?... 3 2 Requirements... 3 Installation... 3 Add-on Installation:-... 5 For
More informationAbbVie Grant Management System (GMS) Requestor Training, Grant Request Training: General Program Support
AbbVie Grant Management System (GMS) Requestor Training, Grant Request Training: General Program Support After Reviewing this Module, You Will be Able to: Log Onto the GMS Setting up Your Security Password
More informationUSCCB/MRS Migration &Refugee Information System Resource Guide
USCCB/MRS Migration &Refugee Information System Resource Guide Cuban/Haitian Entrant Program Financial Forms Guide: Budgeted Sites* 1. Direct Assistance Request/Voucher (MRS-AD5)... 2 2. Summary of Direct
More informationVerification Collection Report (FNS-742) School Year
Verification Collection Report (FNS-742) School Year 2014-15 August 2014 Kevin Dawson Welcome! The new Verification Collection Report presentation will be presented by: Kevin Dawson Send Questions to:
More informationQuick-start Guide: Using the Chronic Illness Intensity Index Report
Provider Bulletin Quick-start Guide: Using the Chronic Illness Intensity Index Report Understanding the report The Chronic Illness Intensity Index (CI3) Report provides detailed demographic and clinical
More informationCreating The Export You Need To Submit A Gift Aid Claim
Creating The Export You Need To Submit A Gift Aid Claim This document describes the steps for creating the standard export with the information needed for the HMRC R68i. Here are steps on how to create
More informationIMPORTANT! Some sections of this article require you have appropriate security clearance to things like the System Manger.
Author: Joel Kristenson Last Updated: 2015-09-04 Overview This article is primarily for our nonprofit customers, but does contain useful information related to log notes and pivot reports for political
More informationVISIT NOTES QUIZ. C. Individually select each system, then select the negative box for each item
VISIT NOTES QUIZ 1. In the Examination section of the visit note template, how would you quickly mark all sections of the exam as normal? A. Select (-) at the top of the template B. Select the negative
More informationCertification of Employee Time and Effort
Procedure: Policy: Number: Completing a Personnel Activity Report (PAR) Certification of Employee Time and Effort GP1200.3 ( ) Complete Revision Supersedes: Page: ( ) Partial Revision Page 1 of 21 ( X
More informationHospice LOC Report User Guide (DeVero)
Hospice LOC Report User Guide (DeVero) The Hospice LOC Report generates Service Intensity Add-On (SIA) amounts and helps the hospice agency confirm the correct Levels of Care (LOC) and facility information
More informationYale Budgeting Tool (YBT) Entering an Operational Grant & Contract Budget into the Financial Planning Workbook
Quick Guide Entering an Operational Grant & Contract Budget into the Financial Plan, revised 12/09/2013 Yale Budgeting Tool (YBT) Entering an Operational Grant & Contract Budget into the Financial Planning
More informationRun Management Reports Tutorial
Run Management Reports Tutorial July 2014 Login to InstyMeds Go to the InstyMeds Web site at: http://webinstymeds.com Enter Username Enter Password Click Login button Click on Reports 2 Select the desired
More informationInstructions and Information for completing the electronic Personnel Effort Report (eper) University of Colorado Denver
Exhibit D-1 Instructions and Information for completing the electronic Personnel Effort Report (eper) University of Colorado Denver 1. Accessing an eper An e-mail will be sent indicating that the latest
More informationOCF Grants Portal Frequently Asked Questions
OCF Grants Portal Frequently Asked Questions For step-by-step instructions on how to use the Grants Portal and apply for a grant, please visit the grant program s web page at oregoncf.org or the sidebar
More informationReferred Patient Alerts & Online Recruitment Manager for Sites Instructions
Referred Patient Alerts & Online Recruitment Manager for Sites Instructions The following training documentation will explain how you will obtain Referred Patient Alerts (RPAs), update a patient s enrollment
More informationSchedule Inactive Duty for Training (IDT) Drills
Overview Schedule Inactive Duty for Training (IDT) Drills Introduction This guide provides the procedures for Commands to schedule and approve IDT drills. Topic See Page View Member Drills 3 Schedule IDT
More informationEXECUTIVE SUMMARY. Client Notes. VelociDoc. VelociDoc, 17.2 PRACTICE VELOCITY. Visit our website at:
Version: 17.2 VelociDoc Revision: Approved 1.2 Client Notes EXECUTIVE SUMMARY VelociDoc, 17.2 PRACTICE VELOCITY Copyright 2017. Practice Velocity, LLC. All rights reserved Practice Velocity, LLC. No part
More informationApplication Hub FAQ. Applications
Application Hub FAQ Applications 1. What is the Application Hub? The Application Hub is the replacement for the Application Manager and Transcript Manager. It is a central location from which you can manage
More informationGuide to Enterprise Zone Pre-Certification
This user guide provides web screen shots to reach the application portal from OEDIT s website, navigate the application portal, and complete an Enterprise Zone Pre-Certification application. The OEDIT
More informationPreventative Care (Patient Reminders) Stage 2 Core Measure - 12 of 17
Preventative Care (Patient Reminders) Stage 2 Core Measure - 12 of 17 Objective: Use clinically relevant information to identify patients who should receive reminders for preventive/followup care and send
More informationBusiness Energy Saving Incentives (BESI) Alliance of Energy Professionals User Guide
Business Energy Saving Incentives (BESI) Alliance of Energy Professionals User Guide This user guide is intended for Alliance contractors and distributors who use the BESI online application. Table of
More informationCSU STANISLAUS SCHOLARSHIPS REVIEWER S GUIDE
CSU STANISLAUS SCHOLARSHIPS REVIEWER S GUIDE 2018-2019 Last Updated: March 29, 2018 Scholarship Committee Reviewer Instructions The Stanislaus State Scholarship system allows scholarship committee members
More informationGrants Module Guide. Table of Contents
Table of Contents Welcome to the Grants Module... 2 Introduction... 2 Free Evaluation Trial... 2 Ordering the Grants Module... 2 Accessing the Module... 3 Getting Started... 3 Review Your Qualified Clubs
More informationKorus Ordering Frequently Asked Questions
Korus Ordering DEMOGRAPHICS Q. How do I transfer patients to sister facilities? A. Patients can be transferred to a sister facility from Patient Registration. Starting on the Dashboard, enter the patient
More informationCareFacts Frequently Asked Question FAQ O: How To Keep Your Care Plan Up To Date
This FAQ will help Version 3 and Version 4 clinical users who wish to: Change the interventions for an Omaha problem; or Change the Omaha problems that are on the care plan. This FAQ assumes that you have
More informationWeb-based Illinois Nutrition System (WINS) Child and Adult Care Food Programs - Centers Claim Instruction Manual
Web-based Illinois Nutrition System (WINS) Child and Adult Care Food Programs - Centers Claim Instruction Manual Illinois State Board of Education Funding & Disbursement Services October 2013 Introduction
More informationORIS Reports User Guide Catalog of Reports Coeus Premium Dated: October 22, 2013
ORIS Reports User Guide Catalog of Reports Coeus Premium Dated: October 22, 2013 1 List of Reports First-time users, start here: Pages 5-7. Returning users, this table is a complete listing of current
More informationUsing Dolphin as a Management Tool BY: CHARLENE WHITE
Using Dolphin as a Management Tool You must have an excellent foundation for Dolphin to work as a management tool. Charlene White BY: CHARLENE WHITE After many years of working with the Dolphin software,
More informationChild Immunization Assessment MIIC User Guidance
Minnesota Immunization Information Connection (MIIC) PO Box 64975 St. Paul, MN 55164-0975 Web: www.health.state.mn.us/miic MIIC User Guidance The Reports in MIIC indicate the up-to-date immunization status
More informationLMR View Only Training
LMR View Only Training Sam Scott Training Specialist Ext. 3-3116 Samuel_Scott@meei.harvard.edu Jenna Forgione Training Specialist Ext. 3-3358 Jenna_Forgione@meei.harvard.edu Table of Contents LMR Description
More informationHoliday Grants Programme: Funding Guidelines 0
Holiday Grants Programme: Funding Guidelines 0 Introduction The purpose of the Holiday Grants programme is to provide access to recreational trips or holidays for groups of children who experience disadvantage
More informationUNIVERSITY OF NEVADA, RENO EXCESS CREDIT FEE Internal Audit Report January 1, 2016 through December 31, 2016
UNIVERSITY OF NEVADA, RENO EXCESS CREDIT FEE Internal Audit Report January 1, 2016 through December 31, 2016 GENERAL OVERVIEW The University of Nevada, Reno (UNR) implemented the Excess Credit Fee (ECF)
More informationResearch Administration & Proposal Submission System (RAPSS) Central Office Quick Reference
Research Administration & Proposal Submission System (RAPSS) Central This document is intended for Grants Specialists and Authorized Organization Representatives. Software Overview and Basic Navigation...
More informationWALLED GARDEN FOR QUALITY CENTRE USER GUIDE NOVEMBER 2014 CITY & GUILDS
CENTRE USER GUIDE NOVEMBER 2014 CONTENTS 1. What is the Quality Portal? Page 3 2. Logging in Page 4 3. Welcome page Page 5 4. My Approval Applications Page 6 5. My Qualifications Page 10 6. My Quality
More informationINTERGY MEANINGFUL USE 2014 STAGE 1 USER GUIDE Spring 2014
INTERGY MEANINGFUL USE 2014 STAGE 1 USER GUIDE Spring 2014 Intergy Meaningful Use 2014 User Guide 2 Copyright 2014 Greenway Health, LLC. All rights reserved. This document and the information it contains
More informationCAREERTECH INFORMATION MANAGEMENT SYSTEM (CTIMS) EDI PROCESS GUIDEBOOK IMD
CAREERTECH INFORMATION MANAGEMENT SYSTEM (CTIMS) EDI PROCESS GUIDEBOOK IMD June 27, 2017 Revised January 5, 2018 Table of Contents Logging in to CTIMS... 1 Help and Troubleshooting... 2 Roles... 4 Starting
More informationNavigate to the Application
PCORI Online Cheat Sheet: Application Submission Updated as of 12/1/2017 Important Reminders This Cheat Sheet provides guidance on how to: Navigate to an Application Update and Submit the Application for
More informationHome Clinic Portal Home Clinic User Guide
Home Clinic Portal Home Clinic User Guide Version 1.0 November 30, 2016 Table of Contents 1 Introduction... 3 1.1 Overview... 3 1.2 Getting Started... 3 1.3 Available Support... 3 2 Log On... 4 3 Home
More informationOracle. Project Portfolio Management Cloud Using Grants Management. Release 13 (update 17D) This guide also applies to on-premises implementations
Oracle Project Portfolio Management Cloud Release 13 (update 17D) This guide also applies to on-premises implementations Release 13 (update 17D) Part Number E89309-01 Copyright 2011-2017, Oracle and/or
More informationCommunity Involvement Platform Employee User Guide
Community Involvement Platform Employee Table of Contents Click on the section to learn more. Set up a Profile Find a Charity Log New Hours Create Event (Recruit) Search for a Volunteer Event Participate
More information