SOMFRS

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SOMFRS
(School of Medicine Financial Reporting System)
Created by Mary A. Smith MSIS System Development
Version 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
  https//oracle.med.wayne.edu/SOMFRS
• Click YES when the Security Alert box appear

Click Yes
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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)
Type of Report
Year
Month
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
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
(2) Select printer location, and click print
(1) Click the printer icon, to bring up the print
menu.
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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 begin the installation process
Click OK to install the snapshot viewer to the
designated folder
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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) Click Select
(2) After selecting the report level, click
Select
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Modify Report Name (cont)
Message Report Added or Modify will appear,
the report have changed. You must login again
(1) Type in the New Report Name, and the New
Report Code as demonstrated
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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