CSMA Batch Processing Clinic

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CSMA Batch Processing Clinic
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Course Goals

• At the end of this course, you will be able to
  use the Chart Security Maintenance Application
  (CSMA) Batch Upload Process to request the value
  changes in selected Chart of Accounts (CoA)
  segments. Batch uploads can process the
  following requests for all segment types
• ADD
• MODIFY
• DISABLE

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Course Goals, continued

• You will also be able to
• Use the batch processing function to view and
  print the Batch File Upload Results Report.
• Use the CSMA Reports function to view and print
  the Batch Summary Report.
• Use the CSMA Manage/View function to view
  requests created by the Batch Upload Process

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Course Contents

• Unit 1 CSMA Batch Upload Process
• Unit 2 CSMA Batch Reports
• Unit 3 Managing Your Requests

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CSMA Batch Processing Clinic
Unit 1 CSMA Batch Upload Process
Activity
Activity
Root
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Learning Objectives

• At the end of this unit, you will
• Understand how to log on and navigate to CSMA
  Batch Processing
• Understand who should use CSMA batch processing
• Understand the features of CSMA batch processing

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What Is CSMA Batch Processing?

• CSMA batch processing is an Excel tool that
  allows you to submit multiple requests for the
  same segment and request type
• CSMA batch processing features include
• Robust request validation on upload (same as
  individual requests)
• Same derived fields and inter-field dependencies
  as individual requests
• Customized Excel templates for specific segments
  and request type
• Customized reports to identify request errors and
  to summarize successfully loaded requests

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Who should use CSMA Batch Processing?

• You should use CSMA batch processing if you
• Routinely submit multiple requests for the same
  segment and request types
• Have a thorough understanding of validation
  requirements
• Are familiar with the codes that underlie the
  CSMA picklists
• Can work with Microsoft Excel and know how to
  save Excel worksheets in different formats

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What Does CSMA Batch Allow Us to Do?
ADD MODIFY DISABLE
Child, Budget-only, Parent
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How Does CSMA Batch Work?

• Navigation
• CSMA Navigator screen launches separate web
  page
• Excel Templates
• Available on-line
• Customized by request type, segment, range and
  value type
• Comma-delimited format for upload
• User-designated filenames locations for load
  files
• No minimum number of records
• Unique Batch ID for batch unique CSMA Request
  ID assigned to each record in batch

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How Does CSMA Batch Work?

• Security
• Templates limited by range and value type
• Within template range, range of values allowed by
  active CSMA responsibility

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Templates, ADD Examples
Template
Range
Segment Type
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Central-Only Templates

• OFAA Only
• ADD_ACT_CIP
• MOD_ACT_CIP
• Apps Admin Only
• ADD_OBJ
• MOD_OBJ

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Template Header
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Template Population Hints

• Follow Batch window prompts
• Use a new template each time
• FYI description on MOD and DIS
• Do not use a tub or parent prefix in the
  description field
• Comments gt240 truncates on conversion
• No double quotes () in any field
• Correct errors in your original Excel file, then
  re-save as a csv file

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Oracle Sign-on Screen

• Log on to Oracle

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Personal Home Page
Your responsibility

• Each responsibility allows access to a unique
  range of CoA values assigned to you

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CSMA Oracle Navigator Window

• Displays the CSMAresponsibility you selected at
  the top

• The menu displays the various forms and data
  you can access using this responsibility

• Allows you to build a a personal Top Ten List
  of frequently used items

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CSMA Oracle Navigator Window
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CSMA Launch Batch Upload
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CSMA Batch Upload Web Page
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Unit 1 Batch Demo

• MOD FUND Batch

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CSMA Batch Processing Clinic
Unit 2 CSMA Batch Reports
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Learning Objectives

• At the end of this unit, you will
• Understand how to run and interpret the Batch
  File Upload Results Report
• Understand how to run and interpret the Batch
  Summary Report
• Practice loading a subactivity batch, viewing the
  Batch File Upload Results Report, and running
  Batch Summary Report

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What is the Batch File Upload Results Report?

• The Batch File Upload Results Report is
• A report that shows all validation errors
  associated with a failed batch record
• Generated by CSMA if any of the values in your
  batch fail validation
• Launched from a link on the CSMA Batch web page

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CSMA Batch Upload Results Web Page
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The Batch File Upload Results Report
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What is the Batch Upload Summary Report?

• The Batch Upload Summary Report is
• A summary of all batch requests that have been
  successfully loaded to CSMA
• Shows CSMA request IDs assigned to each
  successful batch record
• Launched from the CSMA Navigator screen

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The Batch Summary Report
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The Batch Summary Report, continued
Wait until report is completed.
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The Batch Summary Report
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Unit 2 Batch Exercise

• ADD SUBACTIVITY Batch

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CSMA Batch Processing Clinic
Unit 3 Managing Your Requests
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Learning Objectives

• At the end of this unit, you will
• Understand the CSMA Manage/View Function
• Have practiced using the Manage/View Query Sets
  to manage your CoA batch requests

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What is the Manage/View Function?

• The Manage/View Function is
• A selection of preset search parameters to help
  you
• To find a specific CoA request you have made
• Those saved for later, pending, unapproved,
  queued for upload, or all your open requests
• To find a specific CoA request made in the CSMA
  responsibilities associated with your user ID
• By value, description, request ID, batch ID,
  requestor name, or current status

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Opening Manage/View
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Manage/View Batch ID Query Set
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Manage/View Query Sets Results
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Manage/View Query Sets Options
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Unit 5 CSMA Manage/View Exercise

• Query Sets Batch ID

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Resources Help Desk
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Resources Apps Admin
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Resources ABLE
ABLE, Harvards online help tool
(http//able.harvard.edu)
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Resources Recording Secretarys Office (RSO)
The RSO website (http//www.aad.harvard.edu/rso/
html/home.htm)
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Resources Office for Sponsored Research (OSR)
The Research Administration (OSR) website
(http//vpf-web.harvard.edu/osr/index.shtml)
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CSMABatch Processing Clinic Thanks for
coming!Your feedback is appreciated!