Departmental Graduate Aid (DGA) - Johns Hopkinstraining.jhu.edu/ISIS/DGA/pdf/CGuide.pdf · ISIS...

ISIS Training Guide

SCT MATRIX Version 2.4.4 1-1 © The Johns Hopkins University 2005 – All Rights Reserved

Module 1

Departmental Graduate Aid (DGA)

Module Time 3 hours

Module Topics

Module Objectives .................................................................................. 1-4

Internet Student Information System (ISIS) Overview........................... 1-5 Why is JHU Implementing SCT Matrix? ......................................... 1-5 Who Is Involved with the ISIS Project? ........................................... 1-6 Understanding SCT Matrix Application Integration ........................ 1-6

Where Can I Get More Information on ISIS? ......................................... 1-9 ISIS Website – http://www.jhu.edu/isis............................................ 1-9 ISIS ListServ................................................................................... 1-10

ISIS Key Terms and Concepts .............................................................. 1-11

ISIS Desktop Settings ........................................................................... 1-15 Recommended Computer Configuration........................................ 1-15 Security Settings ............................................................................. 1-16

Signing on to ISIS ................................................................................. 1-20 Roles/Responsibilities .................................................................... 1-20 Windows XP................................................................................... 1-23 Changing your Password ................................................................ 1-25

1. Departmental Graduate Aid (DGA) ISIS Training Guide

1-2 SCT MATRIX Version 2.4.4

© The Johns Hopkins University 2005 – All Rights Reserved.

Signing Off of ISIS .........................................................................1-26 Exercise 1–1: The Basics of ISIS....................................................1-27

Window Components ........................................................................... 1-28 Calendar Feature and Dates ............................................................1-29 List of Values (LOV) ......................................................................1-29 Application Toolbar ........................................................................1-30 User Menu.......................................................................................1-34 Keyboard Shortcuts.........................................................................1-34 Exercise 1–2: ISIS Fundamentals ...................................................1-36

Departmental Graduate Aid (DGA)...................................................... 1-37

Searching for Student Records ............................................................. 1-38 Using Wildcard Characters (% and _ )............................................1-39 Practicing Searching........................................................................1-40 Stored Queries.................................................................................1-41 Exercise 1–3: Search and Retrieve ISIS Information......................1-43

Transaction Codes ................................................................................ 1-44 Transaction Codes...........................................................................1-44

Overview of the DGA Window............................................................ 1-45 Student Information Region............................................................1-45 DGA Filter Region..........................................................................1-45 DGA Awards Region ......................................................................1-46 General Ledger Account Validation ...............................................1-46 DGA Totals .....................................................................................1-46 View Details Link ...........................................................................1-47

Adding a DGA Award .......................................................................... 1-49

Deleting a DGA Award ........................................................................ 1-51

Updating a DGA Award ....................................................................... 1-54

DGA Report.......................................................................................... 1-57

Module Summary ................................................................................. 1-60

List of DGA Windows.......................................................................... 1-62

ISIS Hints and Tips............................................................................... 1-64

ISIS Training Guide 1. Departmental Graduate Aid (DGA)

SCT MATRIX Version 2.4.4 1-3 © The Johns Hopkins University 2005 – All Rights Reserved.




Module Objectives After completing this module, you will be able to:

List the reasons that Johns Hopkins University is implementing ISIS

Identify the ISIS applications that the university is implementing

Name the key components of the ISIS windows

Demonstrate how to use the Search, Results, Password, and Logout toolbar buttons

Retrieve a student record using the DGA search window

List the Transaction Codes for your department’s typical DGA transactions

Add a DGA award to a student record

Delete a DGA award from a student record

Reverse a DGA transaction including the entry of the appropriate cost transfer reason(s)

View totals for Tuition Support, Fees Support, Salary/Fellowship Support, and the Total Package



Internet Student Information System (ISIS) Overview

In 2001, the Internet Student Information System (ISIS) began as Johns Hopkins University’s first university-wide, Web-based student information system. ISIS is designed to meet the needs of a variety of constituents including applicants, current students, graduates, faculty and administrative staff by providing access to information in a user-friendly, integrated application, SCT Matrix.

ISIS provides numerous capabilities including:

Efficient data entry

Direct data access

Real-time data management

Automated, custom correspondence

Powerful reporting tool

Multi-level user and data security administration

Test score imports

Why is JHU Implementing SCT Matrix?

An assessment of our current student information systems indicated that they consist of fragmented processes and separate databases that are difficult and expensive to manage and maintain. In addition, they often do not provide the functionality that is necessary for a modern university. Students today expect university services to be available via the Web. Creating an integrated, web-based delivery system for student information and services from our current outdated systems would be prohibitively expensive and time-consuming with a low probability for success.

In order to meet the needs of students, faculty and staff, we are implementing SCT’s Matrix product as part of the ISIS implementation. The goals and objectives for the ISIS project include:

Improve software stability and reliability

Improve data integrity and maintain audit trail

Improve management and regulatory reporting capabilities

Improve level of system functionality for transaction processing




Establish a consistent, university-wide student information system

Who Is Involved with the ISIS Project?

ISIS is an initiative unlike any ever undertaken by Johns Hopkins since it first welcomed students in 1876. Implementing ISIS is a combination of talented professionals from both the university’s eight academic divisions and the IT @ Johns Hopkins organization. Together, IT staff and student services professionals from admissions, financial aid, registrar and business offices, along with specialists from other university offices, are working to create an indispensable tool for Johns Hopkins students.

The ISIS team consists of permanent team members, other members assigned full-time for limited duration, and still others contribute while holding down full-time assignments elsewhere in the university. In addition to the Johns Hopkins personnel, the ISIS project is working with Exeter Consulting Group and partnering with SCT Corporation to ensure a successful implementation.

Understanding SCT Matrix Application Integration

Figure 1.1: ISIS Application Integration

The SCT Matrix Suite is a fully integrated set of applications that allows Johns Hopkins University to manage all of our student information requirements. The applications that comprise SCT Matrix™ Student Suite are:

Student Marketing System (SMS) – Using the Prospects and Admissions application, your school can store information about prospective students,



track students applying to your school throughout the entire admission process, and import student test scores from educational testing services.

Student Aid System (SAS) – The financial aid application allows you to determine a student's financial aid eligibility and package aid for students who meet the financial need criteria. In addition, the system supports PELL and ISIR imports and the system is fully COD (Common Origination and Disbursement) and CommonLine compliant.

Student Service System (SSS) – The registration and student records application supports complex requirements in registration, enrollment, and grading. Your school can design and maintain a comprehensive course catalog. Authorized users can run degree audits, enroll students in courses, and process grade reports.

Student Billing System (SBS) – The student billing application is designed exclusively for student accounts receivable allowing you to accurately bill students and third-parties, manage student communications, and print billing statements.

Common (CMN) – The Common area is the central repository for shared, commonly used codes and functions which are used by all previously mentioned applications.

The system’s ability to interface across all SCT Matrix Student Suite applications facilitates data entry regardless of the offices entering the information and allows offices to easily share information on students, resulting in increased efficiency and data integrity.

Project Timeline

In 1746, the Earl of Chesterfield said, “Whatever is worth doing at all is worth doing well.” As we have mentioned, initial work on ISIS began at Johns Hopkins in April 2001. An enormous amount of thought, planning, deliberation, and just plain hard work has already gone into the project. Some of you may be very familiar with this level of effort as you have defined codes, identified fields that will be tailored to meet your school’s unique requirements, and participated in testing.

In order to ensure that each effort receives the needed attention and resources, ISIS is using a phased approach with the implementation. In other words, each of the four applications has different go-live dates. Sometimes, the entire university will go live at once, and in other cases, each school goes live based on what date or timing best meets their business needs. Here are the proposed go-live dates as of August 2003.

Note: These dates are subject to change. As we discover new information or as our requirements of the system change, we may need to adjust our timelines to ensure that an effective system results in minimal eruption to meeting the needs of our students.




Figure 1.2: ISIS Implementation Timeline

Admissions (SMS) Arts and Sciences Undergraduate – Spring 2003 (Prospects) and

August 2003 (Applicants) Part-time Engineering – September 2003 School of Professional Studies in Business and Education – October

2003 Advanced Academic Programs – November 2003 School of Advanced International Studies (Nanjing) – June 2004 Peabody – Summer 2004 (Prospects) and August 2005 (Applicants) School of Public Health – September 2004 School of Advanced International Studies (Bologna) – July 2005 School of Advanced International Studies (DC) – August 2005 Arts and Sciences Graduate – October 2005 School of Nursing - June 2006

Financial Aid (SAS) School of Medicine, School of Nursing, and School of Public Health

(Pilot Schools) – January – March 2004 All other schools – January – March 2005

Billing (SBS) All schools – June 2004

Registration (SSS) Course Functionality - All schools – June 2005 All remaining functions – All schools – Summer 2006



Where Can I Get More Information on ISIS?

There are several sources for additional information on ISIS. First, talk to the people in your school who are involved with the implementation effort. They have been working on configuring the application to meet your school’s needs, testing, validating data conversions, and many other activities. You can also continue to participate in the training courses offered by your school. In addition, you can check out the following:

ISIS Website

ISIS Online Help

ISIS Website – http://www.jhu.edu/isis

Figure 1.3: ISIS Website – http://www.jhu.edu/isis

The ISIS Web site is a good source of information and regular updates on what is happening with the ISIS implementation. The URL for the website is:

http://www.jhu.edu/isis

The ISIS Web site includes:

An overview of the project and each application (Admissions, Financial Aid, Billing, and Registration)

Coming events, including the time, location and agenda




Answers to frequently asked questions (FAQs)

People involved in the project

Business functions included in the project

Major project milestones

Glossary of terms and concepts

ISIS ListServ

The ISIS ListServ is an electronic bulletin board that has been set up at the Johns Hopkins University to provide regular updates on the ISIS project. When you sign up, you will receive messages at least once a month that provide you with news from the ISIS project and related happenings.

To sign up for the ISIS ListServ, send an e-mail message to [email protected]. Leave the subject line blank, and in the body of the message type "subscribe isis <your name>" (no quotes or brackets).



ISIS Key Terms and Concepts

Any time you implement a new system, there is a new set of terms and concepts that you must understand before you can work effectively. In order to ensure that we are all speaking the same ISIS language, let’s review some of the common terms and concepts.

Auto-Functions

ISIS is a rule-based system. Each school has defined and configured rules that tell how the system processes information to reflect the business processes. Auto-functions allows the system to evaluate specific rule criteria configured in the system, and automatically apply changes to the appropriate records in the system based on the evaluations. The logic associated with these rules determines the records to which changes are applied.

You can use the auto-functions feature in ISIS to automatically evaluate the following:

Requirements

Statuses

Communication Groups

In addition to these functions, your school may also require application-specific auto-functions. For example, SAS auto-functions also include rules for Cost of Attendance (COA) Check and Projected Enrollment Check.

Keep in mind that you can trigger auto-functions by selecting the Auto-functions toolbar button or by exiting a record or the system. By using the Auto-functions toolbar button, you can quickly see the updated data. When you use the Auto-functions toolbar button, you are unable to perform other activities in the system. When the auto-functions process is complete, the window is refreshed to reflect the results. The time required to run the auto-functions process is based on the rules configured for your school and the number of records being processed.

Note: You can run auto-functions for persons, prospects, students, schools, and organizations.

Entity

Entity records in SCT Matrix Student Suite are defined in eight categories:

Account,




Advisor,

Faculty,

Person,

Student/Applicant,

Prospect,

Organization, and

School.

Each prospect and student record is associated with a person record. Person, school, and organization records are stored within the Common database. Prospect and student records are linked to the person record, but are stored within each application that deals directly with those records. For example, someone who has a person record in Common (CMN) can also have a student record in SMS tracking the application and admittance process. Additional student records, or instances, can be created for the same person in Student Aid System (SAS) and SCT Matrix Student Billing System (SBS) to package the student's financial aid, and to create payment plans for the student.

Codes/Code Types

Codes are values that provide a list of predefined choices for specific lists of values (LOVs) and drop down list fields. For example, when you enter a person’s address information in a Fast Entry window, you must select a value for the Address Type field. The values that appear in the Address Type field LOV (Billing, Home, Permanent, and so forth) have been configured by representatives from your school using the Codes window. As with all data in ISIS, codes are assigned to specific zones and data domains to control and restrict access to the code values.



Duplicate Check

The duplicate check is a user-defined algorithm that ensures users do not enter duplicate entity records into the system.

Domains

Domains, or data domains, partition data for security purposes by defining sets of data to which users or responsibilities may have access. Domains are customizable, depending on the needs of your particular school, and are created during implementation.

ISIS Home Page

The ISIS Home Page is the first window that appears after you successfully sign on to the SCT Matrix applications.

Based on your role and security permissions, you can customize your home page to display pending contacts, user actions, letters, emails, and a record of your stored queries.

List of Values (LOV)

A list of valid values for a specific field. Only a value from this list can be selected. This limited selection ensures the integrity of the data. View the list of values (LOV) by clicking the binoculars next to the field.

Wild Card Characters

Wild card characters allow you to enter pieces of information and narrow your search criteria. You can use characters such as the percent sign (%), which represents any number of characters, or an underline (_), which represents a single character.

Window

An area where the user interfaces with an application. (Many windows can be opened one at a time and you can access these "overlapping" windows to perform data entry or search activities.)




Window Title

Text in the title bar that indicates the name of the window and, usually, context information pertinent to the information in the window.

Zones

Zones partition data for security purposes. The difference between a zone and a domain is in the way that users and responsibilities are mapped. Users and responsibilities can be mapped to zones with either only View permission or Full Access permission to the data within a particular zone. Typically, zones are used to further control access to data within a domain; however the two need not always be used in conjunction with each other. The zone setup of your system is configured during implementation prior to your go-live date.

Type and Subtype

Type and Subtype are used to identify each student’s record and create a unique instance in the ISIS application.



ISIS Desktop Settings

In order for any administrative staff to use ISIS, they must configure their Internet Explorer settings. ISIS currently requires Internet Explorer Version 6.0 or higher. ISIS will work on the following operating systems:

Windows XP;

Windows 2000;

Windows NT Workstation 4.0 with Service Pack 6a; and

Windows 98. Note: With the 2.5.1 release, SCT will only support Windows XP and Windows 2000, Service Pack 4 or higher.

In addition, ISIS automatically installs the following programs and controls on the computers of administrative ISIS users:

MaskedNumEdit.ocx

MSMASK32.ocx

MSCAL.ocx

SASMaskedNumEdit.ocx

ISIS automatically checks and prompts for installing the missing components when you access the application for the first time. It is important to note, that based on your browser settings, ISIS may not prompt you for the missing components. To confirm if you have each of the programs and controls installed, navigate to your system32 folder and confirm that each of these is contained there.

Note: You will know that these programs have not installed properly if the Government ID field does not display correctly.

Recommended Computer Configuration

Hopkins Information Technology Services recommends the following minimum computer configuration:

1 Ghz or faster processor

At least 256 MB of RAM

At least 200 MB of free hard disk space

A 10/100 Mbit Ethernet interface




Video resolution running at 1024x768 on a 17” monitor Note: Self-service application users (students, faculty and advisors) have less stringent requirements. These requirements are not covered in this course.

Security Settings

In order for ISIS to work properly, confirm that the following security settings are established for your browser.

Note: These settings are accurate as of April 2004. The settings are subject to change. For the most current information, refer to ITS online document #1037.

To Establish Security Settings for ISIS

1. Launch Internet Explorer from your desktop or Start menu.

Internet Explorer opens to your designated home page.

Figure 1.4: Internet Explorer at JHU Home Page

2. From the Internet Explorer menu, select Tools Internet Options.

The Internet Options window appears.



Figure 1.5: Internet Options window

3. Click the Security Tab.

The Internet Options window displays the Security Tab.

Figure 1.6: Internet Options window with Security Tab displayed

4. Click Trusted sites.

5. Click the Sites button.

The Trusted Sites window appears.




Figure 1.7: Trusted Sites window

6. In the Add this Web site to the Zone field, type each of the addresses listed below and click the Add button after each address:

https://train.isis.jhu.edu

https://prod.isis.jhu.edu

Figure 1.8: Trusted Sites window with ISIS URLs

7. Select the Require server verification (https:) for all sites in this zone checkbox.

8. Click OK.


9. Click the Custom Level button.

The Security Settings window appears.



Figure 1.9: Security Settings window

10. Select Enable for all of the following Active X controls:

Download signed Active X controls

Download unsigned Active X controls

Initialize and script Active X controls not marked as safe

Run Active X controls and plug-ins

Script Active X controls marked safe for scripting

11. Click OK.


12. Click OK to close the Internet Options window and return to your browser.




Signing on to ISIS

ISIS is accessed by administrative users through Internet Explorer (version 5.5 or higher). As a user of ISIS, you will be assigned an individual user name and password. Do not share your User ID or password with anyone. This is especially important since every transaction in the system is linked to a specific User ID. You are responsible if your User ID is used by someone else improperly.

Note: To request an ISIS User ID and password, contact your department manager.

Roles/Responsibilities

A role or responsibility is a level of authority in ISIS that allows you to access only those ISIS functions and data appropriate to fulfill your role in an organization.

Note: In most cases your role will limit your access to the window to enter and update information related to departmental graduate aid.

Each responsibility enables access to:

A specific application or applications, such as SMS, SAS or SBS.

A restricted list of forms to which a user can navigate. For example, a responsibility may allow a certain user to only view a window. Another user may have a responsibility allowing them to enter data and make updates in the window.

A restricted list of functions that a user can perform. For example, two responsibilities may have access to the same window, but one responsibility may have additional function buttons that the other responsibility's window does not have.

Each user has at least one responsibility and several users can share the same responsibility.

Note: If you have multiple responsibilities, you can switch your responsibility at any time by clicking the Role toolbar button.

Now that we have a basic understanding of the importance of User IDs, passwords and responsibilities, let’s practice signing on to ISIS.



To Sign On to ISIS in a Windows environment (except XP)

1. Launch Internet Explorer from your desktop or Start menu.

Internet Explorer opens to your designated home page.

Figure 1.10: Internet Explorer at JHU Home Page

2. In the Address field, type one of the URLs described below:

Training - https://train.isis.jhu.edu

Production - https://prod.isis.jhu.edu

Note: To create a shortcut on your Favorites list, select Favorites Add to Favorites. The Add Favorite window appears. In the Name field, type the name of the instance. Click OK. Your shortcut to the designated ISIS instance is added to your Internet Explorer Favorites list.

Address Field




Figure 1.11: Add Favorite (Creating an ISIS Shortcut)

3. Click Go or press the Enter key on your keyboard to navigate to the URL.

Note: If your operating system is Windows XP, use the XP steps that are outlined in the next section.

A window appears for your user name, password, and domain.

Figure 1.12: Enter Network Password window

4. In the User Name field, type your User Name.

Note: For example, Jane Smith (jsmith1) would type “jsmith1.” Your user name is your JHED ID.

5. In the Password field, type your password.

6. In the Domain field, type isisprod for Production or isistrain for Training.

Add Favorite window



Note: If you are working in the Development or Test instance, type isisdev or isistest, as appropriate.

7. Click OK.

The SCT Matrix window appears.

Figure 1.13: Welcome to SCT Matrix Student Suite window

8. Click the Continue button.

Note: DGA users will not see the Switch Role window as part of the sign on process.

You are now successfully signed on!

Windows XP

Unlike the other versions of Windows, you will not have to enter a domain at the initial user name and password window for Windows XP computers.

To Login to the DEV Instance on a Windows XP computer

1. Launch Internet Explorer.

2. In the Address field, type https://prod.isis.jhu.edu.

A window appears for your user name and password.

Continue button




Figure 1.14: Enter Network Password window for XP users

3. In the User Name field, type your isisprod\Your User Name for Production or isistrain\Your User Name for Training.

Note: For example, Jane Smith (jsmith1) would type “isisdev\jsmith1.”

4. In the Password field, type your password.

5. Click OK.

The SCT Matrix window appears.

Figure 1.15: Welcome to SCT Matrix Student Suite window

6. Click the Continue button.

Note: DGA users will not see the Switch Role window as part of the sign on process.

The ISIS/SCT Matrix Home Page window appears.

Continue button



Figure 1.16: ISIS/SCT Matrix Home Page Window

Note: Notice that you have two windows for ISIS in your taskbar. Keep both of these windows open at all times.

Congratulations! You are now successfully signed on to ISIS.

Changing your Password

Periodically, you should change your password to ensure the security of information in the ISIS system. As we mentioned earlier, you should not share your User ID or password with other users.

Your password should be an alphanumeric combination that is at least 6 characters long.

To Change Your ISIS Password

1. From the SCT Matrix Home Page Window, click the Password toolbar button.

The Change Password – Web Page Dialog window appears.




Figure 1.17: Change Password Window

2. In the Old Password field, type your original password.

3. In the New Password field, type the new password.

4. In the Re-type New Password field, retype the new password.

5. Click OK.

Your password is now changed.

Signing Off of ISIS

It is extremely important to exit the system by following these steps. This will protect your User ID from unauthorized access and ensure that you are cleared from the system.

To Sign Off of ISIS

1. Click the Logout toolbar button.

The SCT Matrix Home Page window closes and the logout confirmation appears.

Figure 1.18: Sign Off Confirmation Message

2. Click Yes to sign out.

You are now successfully signed off of ISIS.



Exercise 1–1: The Basics of ISIS

Answer the questions in this section to validate your understanding of the concepts in this topic. Refer to the topic for any help as necessary.

1. Johns Hopkins University is implementing SCT Matrix which consists of __________________ applications.

2. The ISIS project will replace applications related to _______________________________________________________ .

3. Using the User ID and Password provided by your instructor, practice signing on and off the system.

4. Change the Password provided by your instructor to: MATRIX4

5. True or False. Each user is assigned only one responsibility in order to perform his/her tasks.

6. What is the URL for the ISIS website? _______________________________________________________ .




Window Components

Unlike some of your current systems, ISIS is a windows-based application that is accessed through the web. Many of you may see similarities with other applications such as Microsoft Word. This section describes the key components which are common to all of the ISIS windows. The following sections outline the components, provide a description, and suggest possible uses for each item.

Note: You will only see the DGA window after selecting search criteria on the Search for Students window.

Figure 1.19: Application Window Components

Required Fields

System-required fields are designated with a red asterisk. You must populate these fields before saving the record.

Note: There may be fields that your school requires that are not marked with a red asterisk. Follow your school’s business practices and procedures in completing fields.

Read-Only Field

Read-only fields contain data that is not editable. When a field is read-only, you either do not have permission within your role to update the data or you

Title Bar

User Menu

Application Menu Application Toolbar

Status Line

Displays selected records for easy access



may need to access another window in order to edit the information. Read-only fields are shaded a light-gray color.

FERPA-Protected Field

When you are reviewing data in a summary window, data displayed in red is protected under the Family Educational Rights and Privacy Act (FERPA). This information is confidential and cannot be disclosed to a third-party.

Drop-Down List

A drop-down list provides a short pre-defined set of values that you can choose from to populate a field. You will click the arrow next to the field to view the list. You can also press Tab to select the drop-down list and use the up and down arrow on your keyboard to select a value.

Calendar Feature and Dates

You can quickly populate a date field using the Calendar feature. This allows you to select a date from a calendar rather than manually type the date.

After selecting the date, the Calendar allows you to use left and right arrows to navigate through the months. You can quickly select the year using a drop-down list.

List of Values (LOV)

The List of Values (LOV) feature is very useful while entering data in ISIS. It provides you with a powerful, easy-to-use data entry method that increases your accuracy and productivity. Using the LOV makes data entry an easy task for novice users, and experienced users can enter correct data with a minimum number of keystrokes.




ISIS notifies you when a list of acceptable input values is available for a field by displaying an LOV icon. When you click on the icon, the list displays – values appear in a window with a title that describes the contents. A value must be present in the List of Values in order to be entered in a LOV field. The Find field within a LOV window is not case sensitive.

By using the LOV feature, you can save time and enter data quickly without having to memorize or look up valid data for each field. You can choose data from an online list of valid input choices whenever you want. Additionally, you are relying on ISIS to validate your input since you will know right away if your entry does not match an option from the LOV.

Also, wildcard characters can be used in the find field– you can use the percent “%” wildcard character to represent any character or group of characters. You can also use the underscore “_” character to represent a single character. We will discuss wildcard characters a little later in this module.

Choosing a Value from a List

To choose a value from a list, click on the LOV button. If you do not want to view the entire list selection, you can reduce the length of a list, or select directly from the list by using some of the methods described below:

Select a value directly with the mouse by double-clicking on it.

List Search – You can use an Auto-Reduction feature to reduce a list when you know the first few characters of your name selection. If you do not know the initial characters of your choice, but do know that your choice contains a certain word or set of characters, you can perform a list search to reduce the list. Click in the Find field and enter any group of characters (using wildcard characters as needed) and click the Find button.

Quick Entry – The Quick Entry feature provides an even faster method of data entry. If a field displays List of Values on the status line and you know the value you want, simply enter the first few characters of the value in the field and press the Tab key. Quick Entry will complete the entry for you. You can include wildcard characters with your entry. You do not need to display the list window.

Application Toolbar

The Applications toolbar activates many commonly used menu functions so you can eliminate searching through the menu bar or using keyboard shortcuts.



Figure 1.20: Application Toolbar

Let’s review each of the toolbar icons. You will typically use four buttons (Search, Results, Password, and Logout) during the Departmental Graduate Aid processing.

Back Button

Note: You will not typically use the button during processing of Departmental Graduate Aid.

The Back button returns you to the previously displayed window.

Note: It is important to note that it may not display the data previously displayed.

Alert Button


The Alert button displays any warning messages related to the record. When an alert is associated with a record, the Alerts column will be selected on the Search Results window. A message is also displayed at the top of any window you access for that record.

Note: JHU will not initially use alerts.

Quick Find Button


The Quick Find Button displays the Quick Find window. From the Quick Find window, you can select the application (SMS, SAS, and so forth), the record, and the field value for which you wish to search. Specify a value that is appropriate for the field that you have selected. For example, if you selected the Last Name field, enter an applicant’s last name as the value for the field.




The system then searches for the entity that matches your criteria and displays your all matching entries in the Results window.

Search Button

The Standard Search button allows you to access the associated entity search window. This window is the standard window that appears when you access any of the Summary windows. It allows you to perform a more robust search using any of the fields available. In addition, you can press Ctrl+Shift+F to perform a standard search.

Auto-Functions Button


The Auto-Functions button allows you to access the Run Auto-Functions window, and select the records for which you want to run auto-functions. As we mentioned earlier, Auto-Functions run automatically when you close a window or exit the system. This button allows you to easily execute this feature without closing a window or exiting the system.

Results Button

The Results button allows you to access the last results window that you viewed. This is especially useful if you just performed a search, selected a record, and now you wish to review the results and select a different record. In addition, you can press Ctrl+Shift+M to view the most recent results window.

Note: This only displays the Most Recent set of results.

Role Button

Note: You will not typically use the button during processing of Departmental Graduate Aid. You probably only have one role for the ISIS applications.

The Role button allows you to access the Responsibilities window. From the Responsibilities window, you can switch roles between applications from this window. Keep in mind that the role you select determines what data you have access to and whether you can add, update or delete that data. For example, if



you want to switch your role from CMN to SMS without logging out of ISIS entirely, click the Role button. In addition, you can press Ctrl+Shift+R to switch roles.

Password Button

The Password button allows you to access the Change Password window. In this window, you will enter old and new password information in order to change your password. In addition, you can press Ctrl+Shift+W to change your password.

Profile Button


The Profile button takes you to the User Profiles – Web Page Dialog window. The User Profiles feature allows you to define profile values across the application. Profiles are configured to reduce data entry time for users who access the same data values repeatedly on several windows. We will talk about this feature in more detail later in this module.

Logout Button

The Logout button allows you to quickly log out of ISIS. In addition, you can click Ctrl+Shift+L to log out.




User Menu

Figure 1.21: DGA menu

The User Menu appears on the left hand side of every window. It allows you to quickly navigate to any of the windows available for your responsibility and security access. The menu options you see will be specific to your job responsibilities.

The User Menu is organized like a hierarchy file system. You can expand items beginning with a plus sign (+) to further sublevels. Sublevels appear indented below the items from which they are expanded. Items that are expanded are preceded by a minus sign (-). You can expand no further when an item displays a minus sign or is without a plus sign. This indicates that this is a window where you will enter or view data.

Keyboard Shortcuts

Many of you are very familiar with using your keyboard to complete tasks in the current system. SCT Matrix has defined a number of shortcuts or quick keys to allow you to perform data entry and other tasks more efficiently. Keyboard shortcuts are a quick way to navigate and perform a variety of functions within the SCT Matrix application without using the mouse.

Note: You will notice as you mouse over many of the Toolbar icons that there is a pop-up that describes the keyboard shortcut to perform the same function.

Keyboard Shortcut Description

F1 Help

Ctrl+Shift+S or

Alt+S

Save

Alt+C or

Esc

Cancel

Alt+A Add Record



Keyboard Shortcut Description

Alt+D Delete Record

Ctrl+Shift+D Duplicate Check

Alt+R Clear Record

Esc Clear the last field that you populated

Esc Esc Clear all fields on the window

Alt+S Select Record

Ctrl+T Add row to data display

Ctrl+Shift+H Home

Ctrl+Shift+B Back

Ctrl+Shift+A Alerts

Ctrl+Shift+Q Quick Find

Ctrl+Shift+F Standard Find

Ctrl+Shift+M Display most recent results

Ctrl+Shift+R Switch Roles

Ctrl+Shift+W Change Password

Ctrl+Shift+U User Profiles

Ctrl+Shift+X Exit Current Window

Ctrl+Shift+L Logoff




Exercise 1–2: ISIS Fundamentals


1. What is an LOV and how do you access it in ISIS? ______________________________________________________________________________________________________________________________________________________________________________

2. Identify two ways to save information in ISIS. _______________________________________________________ .

3. Practice navigating through the DGA Menu. Expand and collapse the menu selections.

4. How do you know when a field is required in ISIS? __________________________________________________________________________________________________________________

5. True or False. There is only one method for selecting a value from a field with a List of Values (LOV).



Departmental Graduate Aid (DGA)

Departmental Graduate Aid (DGA) is the process by which a department plans and awards funds to their graduate students. Department awards may include tuition and fees support, stipends, and fellowships. Salary and fellowships amounts provide complete award planning for departmental graduate aid. Salary and fellowships will continue to be paid through the current payroll process. Unlike traditional financial aid awards which are handled through the Student Aid System (SAS), the amount and source of this aid money may differ by student. Due to the complexity and variations, it cannot be managed using rules or algorithms that are used for traditional financial aid processing.

ISIS does not allow the dynamic entry of budget numbers or comparable functionality to our existing departmental graduate aid system, the ISIS team and functional representatives have worked to develop a custom solution to meet the business requirements related to departmental graduate aid. Let’s take a closer look at the departmental graduate aid solution.

While graduate aid related to tuition and fees flows through the Student Accounts Office, the graduate departments also track several other key elements such as stipends and fellowships. These types of awards will never flow through the student account or to payroll, but the amounts of each may be critical for divisional reporting purposes. Remember, salary and fellowships amounts provide complete award planning for departmental graduate aid. Salary and fellowships will continue to be paid through the current payroll process.




Searching for Student Records

A Search for Student window enables you to look up student records. From the search results, you have the option to select one or more records. Our focus will be on the Search for Students window.

Figure 1.22: Search forStudents window

The Search for Students window displays when you perform any of the following actions:

Open the application and select DGA from the DGA menu.

Click the Search button while on an entity window. For example, you are on the Person Letters window for John Acton and you decide that you want to view the letter information for Karen Norwell.

From the Search for Students window, specify search criteria for records that you want to access. Remember that you can use wildcard characters to assist with your search.

Note: We will discuss wildcard characters shortly.

You can limit or expand your criteria to search for one or more records at a time. If only one record matches your search criteria, the matching record appears in the Departmental Graduate Aid window. If multiple records meet



your search criteria, you can select any number of the available records from the Student Search Results window.

Figure 1.23: Student Search Results window

Using Wildcard Characters (% and _ )

Let’s take a closer look at using wildcard characters. Using wildcard characters will allow you to search more efficiently and effectively.

Wild card characters allow you to enter pieces of information and narrow your search criteria. You can use characters such as the percent sign (%), which represents any number of characters, or an underscore (_), which represents a single character.

You can enter the % symbol as a wildcard in any of the available fields, or enter % along with search criteria. For example, if you want to search for a specific person, but can't remember if the person's last name is Richardson or Richmond, you can enter Rich% in the Last Name field. The Person Search Results window displays all persons whose last names begin with Rich, and may include names like Richards, Richardson, Richie, or Richmond.

You can enter the _ (underscore) as a wildcard in any of the available fields with other search criteria. For example, you are not sure if the applicant’s first name was Jan, Jen, Jon, and so forth. In the First Name field, you can type J_n and it will return anyone a first name that starts with J and ends with N with one character in between the J and N.




Practicing Searching

We are now ready to practice searching for student records. We will use the Search for Students window, as well as wildcard characters to retrieve information on the system.

To Search for a Student Record

1. From the DGA menu, select DGA DGA.

The Search for Students window appears.

2. Enter criteria in all of the applicable fields to retrieve the students for which you want to add or update departmental graduate aid information.

Note: The easiest search criterion to use is a combination of the First Name and the Last Name. Use the wildcard symbol (%) if you are not sure of the spelling of a name.

3. Click Find.

If more than one student meets your search criteria, the Student Search Results – Web Page Dialog displays all records matching your criteria.

Figure 1.24: Student Search Results displaying matching records

4. Select the student(s) for which you want to add or update departmental graduate aid information.

Note: The record that is selected is highlighted in dark blue. You can select multiple student records by holding the CTRL key and clicking each record.

5. Click Select.



The DGA window appears with the student(s) matching your search criteria.

Figure 1.25: DGA window with one student

Stored Queries

Now that we have an understanding of searching and using queries, let’s review how we can store information for commonly used searches. You can create a stored query to simplify the search for entities for which you frequently search.

Stored queries enable you to perform searches for a specific group of records, without the need to repeatedly enter search criteria each time you look up one or more records. Stored queries are available to specific users. End users can create and save stored queries for their own use, while administrators can create and save stored queries assigned to many users or responsibilities.

Note: You cannot modify a stored query.

It is important to remember to name your stored queries with enough detail and description that you can easily identify the type of data that will be returned. You will not see your query criteria when you select the query from the My Queries list of values (LOV).

To Add a Query to Your My Queries List

1. Navigate to the Search for Student window.




Figure 1.26: Search for Students window

2. Type a search criteria value in each of the desired fields for your query.

3. Click Add.

The Save Query – Web Page Dialog window appears.

Figure 1.27: Save Query – Web Page Dialog window

4. The Application field defaults to SAS.

5. In the Name field, type a unique name that describes the query. For example, if you are creating a query to search for all current Public Health PhD students, you might name it PH_ActivePhD_Students.

6. The Valid From date defaults to the current date.

7. In the Valid To field, type or use the calendar feature when you want this query to expire. In other words, the query is no longer available after the Valid To date entered.

8. Click Save.

Your query is now added to the My Queries list of values (LOV).

Add Button



Exercise 1–3: Search and Retrieve ISIS Information


1. What are the two wildcard characters used in ISIS and give an example of how you would use each one?

2. Name and describe the appearance of the Application Toolbar button that will take you to the Search for Students window. _______________________________________________________ .

3. Using the search criteria provided by your instructor, practice creating stored queries.




Transaction Codes

Each division has defined a number of transaction codes to use specifically for the distributed graduate aid process. The transaction codes identify the type of support: tuition, fee, salary, or fellowship.

Your choice of transaction code for department graduate aid awards is important. All transactions will be posted to SAS financial aid module. However, only tuition and fee support will be posted to the SBS billing module. Also, when you enter the CUFS budget number, the choice of object codes will be specific to the type of support.

Transaction Codes

Let’s review the following table of the Public Health Transaction Codes. You will use similar transaction codes for your DGA awards:

Note: The first letter of the transaction code represents the division. In this case, H represents Public Health.

Name Description

HATUIT Tuition Support

HAHLTH Health Insurance Support

HAMATR Matriculation Fee Support

HAACTV Activity Fee Support

HALATE Late Fee Support

HACRSE Course Fee Support

HAWAGE Salary Support

HAFELL Fellowship

HAFEES Fee Support



Overview of the DGA Window

Figure 1.28: DGA Window

Student Information Region

The Student Information region provides some basic data on the student. The Date of Birth field will always be populated. However, Home Division, Department, Degree and Matriculation Entry Date only appear if a registration records exists for the student.

Note: New, incoming students will likely not have a registration record when the departmental graduate aid is being awarded.

DGA Filter Region

The top of this region allows you to filter records in order to add, delete, or review awards. The Terms filter allows you to display awards for a specific term. After selecting a specific term, click the Find button to filter the awards.

Note: The award totals near the bottom of the window will only include the filtered awards.

Student Info. Region

DGA Filter Region

DGA Totals

View Details Link

DGA Awards Region




DGA Awards Region

Each row in the table represents one DGA record. Let’s review each of the fields in the DGA transaction more closely.

Transaction Code – identifies the type of support: tuition, fee, salary or

fellowship.

Effective Date – is the date when the award can be recorded, usually 10 days before the start of the term.

Term – the term for the award.

Amount – The dollar value of the award.

Area, Org, and Object – These fields represent the general ledger account for the transaction.

Source – The source of the funding for the award. This relates to the CUFS budget number. The choices are Federal (grants and contracts), State (grants and contracts), Private (gifts, grants and contracts), International (gifts, grants and contracts), and Institutional (general funds, endowment income, etc.)

General Ledger Account Validation

The area-organization combination that you enter for all transactions must be valid (active) in CUFS. ISIS validates accounts nightly and invalid accounts will be reported to you by the student accounts office. It is your responsibility to correct the award. The award will not post to the students account with an invalid account number.

DGA Totals

The Totals fields near the bottom of the window will assist you when reviewing, adding or updating awards.

Note: The Totals fields are based on any filters that you may have applied. For example, if you selected only PH 2004-05 1 in the filter, the totals will display only the amounts for the transactions in the selected term.



View Details Link

The View Details link displays the View Details window for the selected transaction. You must first select a DGA award and then select the View Details link.

Figure 1.29: View Details window

Audit Information Region

The Audit Information region contains the following fields:

Creation User – The user that created the DGA award.

Creation Date – The date the award was created.

Delete User – The user that deleted the DGA award.

Deleted Date – The date the award was deleted.

Transaction Details Region

Transaction Status – The status of the transaction. There are a number of transaction statuses including: To be sent to SBS, SAS Only, Memo, Expired, Actualized, Reversed, and Posted to GL.

Valid GL Account – Appears as Yes if GL Account Number is valid and No if GL Account Number is not valid.




Note: Remember that GL Accounts are validated in a batch process that will run nightly.

Reason Code – All reversed DGA transactions must have a Cost Transfer Reason. When reversing a DGA transaction, use the LOV to select the appropriate reason.

Description – The description of the selected reason code is displayed.

Explanation – Type any addition information for the cost transfer in the free-form text field.

Late Explanation – When the reversal occurs more than 90 days after the original transaction date for federal grants and contracts, you must type an additional explanation for the cost transfer.



Adding a DGA Award

Now that we have a basic understanding of DGA and the windows used, let’s practice entering DGA awards.

To Add a New DGA Award




3. Click Find.

4. Select the student(s) for which you want to add departmental graduate aid information.

The DGA window appears for the selected student.

Figure 1.30: DGA window

Note: You can specify criteria and click the Find button to view any existing transactions for a student.

5. In the table, place your cursor in the first open row.

6. In the Transaction Code field, type or use the LOV to select a transaction code for the entry.




7. In the Eff. Date field, type or use the calendar to enter the effective date.

Note: Remember that the effective date is the actualization date of memo transaction.

8. In the Term field, type or use the LOV to select the academic period for the transaction.

9. In the Amount field, type the dollar amount for the DGA award.

Note: The dollar amount can not contain negative values!

10. In the Area, Org, and Object fields, enter the appropriate general ledger budget numbers. There are 3 possible scenarios:

Type a value in Area, Org, and Object fields. The Object value is validated against the transaction code value.

When the transaction is not sent to SBS, the Area, Org, and Object fields are left blank and cannot be entered.

For specific transaction codes, the Area, Org, and Object field are defaulted and appear as read-only.

11. In the Source field, type or use the LOV to select the funding source for the transaction.

12. You can continue to add additional rows for the student until you have completed the DGA award package.

13. After all awards are entered, click Save to commit new awards to the system.

Notice that the Totals are updated for the student’s record.

Figure 1.31: DGA record with Totals



Deleting a DGA Award

When you delete the existing record, the award is reduced $0.00 and marked as cancelled in the Student Aid System (SAS). The transaction is also expired or reversed in the Student Billing System (SBS). For reversed transactions, the reason is captured in the Notes field.

To Add a New DGA Award




3. Click Find.



5. From the table, select the DGA record that you wish to delete.

Note: A dark blue bar appears beside the selected record.

Figure 1.32: DGA record with transaction selected

6. Click the Delete button at the end of the selected row.




The Delete Confirmation message appears.

Figure 1.33: Delete Confirmation message

Note: The row for the DGA award will disappear when you click Delete, however it will reappear after you save.

7. Click Yes.

The Cost Transfer Reason window appears.

Note: The Cost Transfer Reason window appears only for those transactions that have posted to SBS.

Figure 1.34: Cost Transfer Reason Entry window

8. In the Reason Code field, type or use the LOV to select the reason for the transaction.

9. In the Explanation field, type an explanation for the change.



Note: This field is required if the reason code selected requires a more detailed explanation.

10. In the Late Explanation field, type a justification for the transaction if the reversal occurs more than 90 days after the original transaction for federal grants and contracts.

11. Click Save to record your changes.




Updating a DGA Award

As we discussed earlier, you may need to periodically change the amount for an award or update the general ledger budget number, effective date, or transaction code for an existing DGA award. Keep in mind that to make an update, you must first delete the original transaction and then add a new transaction with the correct information.

When you delete the existing record, the award is reduced $0.00 and marked as cancelled in the Student Aid System (SAS). The transaction is also expired or reversed in the Student Billing System (SBS). For reversed transactions, the reason is captured in the Notes field.

To Update an Existing DGA Award




3. Click Find.



5. From the table, select the DGA record that you wish to update.

Note: A dark blue bar appears beside the selected record.



Figure 1.35: DGA record with transaction selected

6. Click the Delete button at the end of the selected row.

The Delete Confirmation message appears.

Figure 1.36: Delete Confirmation message

7. Click Yes.

The Cost Transfer Reason window appears.

Note: The Cost Transfer Reason window appears only for those transactions that have posted to SBS.

8. In the Reason Code field, type or use the LOV to select the reason for the transaction.

9. In the Explanation field, type an explanation for the change.

Note: This field is required if the reason code selected requires a more detailed explanation.




10. In the Late Explanation field, type a justification for the transaction if the reversal occurs more than 90 days after the original transaction for federal grants and contracts.

11. Click Save to record your changes.

12. Use CTRL+T to add a new row to the table.

A blank row appears in the table.

Figure 1.37: DGA window with a blank row

13. In the Transaction Code field, type or use the LOV to select a transaction code for the entry.

14. In the Eff. Date field, type or use the calendar to enter the effective date.

Note: Remember that the effective date is the actualization date of memo transaction.

15. In the Term field, type or use the LOV to select the academic period for the transaction.

16. In the Amount field, type the dollar amount for the DGA award.

Note: The dollar amount can not contain negative values!

17. In the Area, Org, and Object fields, enter the appropriate general ledger budget numbers.

18. In the Source field, type or use the LOV to select the funding source for the transaction.

19. Click Save to commit your changes.



DGA Report

The DGA Report allows you to quickly view all of the DGA awards for your department, a single student or if you have permissions, the entire division.

The report is delivered as a Microsoft Excel file. This allows you to manipulate the data to required formats, as well as export the file to other file formats for other reporting tools or databases.

You can select values for each of the following fields:

Award Year – The award year for which you want to view the report.

Terms – You can select one or more terms for which you want to view awards.

Include Deleted checkbox – This indicates whether you would like to include deleted awards in the report. The checkbox defaults as selected.

Order By (Budget Number, Department, Student Name) – These radio buttons allow you to indicate how you would like information organized initially.

Note: Remember that you can manipulate the information to any format in Excel after you run the report. You can also run the report as many times as you like to see each of the Order By formats.

To Run the DGA Report

1. From the DGA menu, select Distributed Graduate Aid DGA Report.

The DGA Report window appears.




Figure 1.38: DGA Report window

2. In the Award Year drop-down field, select the award year for which you want to review awards.

3. In the Terms field, select the term(s) you want to be displayed on the report.

Note: To select more than one term, hold the CTRL key while selecting each of values.

4. The Include Deleted checkbox defaults as selected. If you do not want deleted records included in your report, clear this checkbox.

5. In the Order By field, select one of the following radio buttons to set the order for your report:

Budget Number

Department

Student Name

6. Click the Run Report button.

The system processes your request and displays your report in Excel.



Figure 1.39: DGA Report in Excel

Note: Invalid accounts are identified by an N in the XXX column. It is critical to correct these accounts as soon as possible or the transaction will be canceled.




Module Summary

Internet Student Information System (ISIS) Overview

In 2001, the Internet Student Information System (ISIS) began as Johns Hopkins University’s first university-wide, web-based student information system. ISIS is designed to meet the needs of a variety of constituents including applicants, current students, graduates, faculty and administrative staff by providing access to information in a user-friendly, integrated application, SCT Matrix. Various ISIS applications will be going-live through 2005.

Getting More Information on ISIS

The ISIS Web site is a good source of information and regular updates on what is happening with the ISIS implementation. The URL for the website is: http://www.jhu.edu/isis

Window Components and Navigation

ISIS is accessed by administrative users through Internet Explorer (version 5.5 or higher). As a user of ISIS, you will be assigned an individual user name and password. Do not share your User ID or password with anyone. This is especially important since every transaction in the system is linked to a specific User ID. You are responsible if your User ID is used by someone else improperly.

Unlike some of your current systems, SCT Matrix is a windows-based application. Many of you may see similarities with other applications such as Microsoft Word. You will notice that ISIS provides several ways to perform many of the common tasks. For example, you often have a keyboard shortcut, or you can use the Application Toolbar. In some cases, you can also use the File or Help menu to perform functions.

Departmental Graduate Aid

Departmental Graduate Aid (DGA) is the process by which a department awards funds to their graduate students. Department awards may include tuition and fees support, stipends, and fellowships. ISIS will use a customization to allow departments to enter and maintain departmental graduate aid awards for students.



Search and Retrieve Data

ISIS allows you to search for and retrieve data using a variety of methods. A Search for Students window enables you to look up student records. From the search results, you have the option to select one or more records.

Wild card characters allow you to enter pieces of information and narrow your search criteria. You can use characters such as the percent sign (%), which represents any number of characters, or an underscore (_), which represents a single character.

Stored queries enable you to perform searches for a specific group of records, without the need to repeatedly enter search criteria each time you look up one or more records. Stored queries are available to specific users. End users can create and save stored queries for their own use, while administrators can create and save stored queries assigned to many users or responsibilities.

Transaction Codes

Each division has defined a number of transaction codes to use specifically for the distributed graduate aid process. The transaction codes identify the type of support: tuition, fee, salary, or fellowship.

DGA Report

The DGA Report allows you to quickly review entered DGA awards in Microsoft Excel format. Remember that awards with an invalid General Ledger Account have an N in the XXX column. These invalid accounts should be resolved as soon as possible.




List of DGA Windows

Figure 1.1: ISIS Application Integration ....................................................................................................... 6

Figure 1.2: ISIS Implementation Timeline .................................................................................................... 8

Figure 1.3: ISIS Website – http://www.jhu.edu/isis ...................................................................................... 9

Figure 1.4: Internet Explorer at JHU Home Page........................................................................................ 16

Figure 1.5: Internet Options window........................................................................................................... 17

Figure 1.6: Internet Options window with Security Tab displayed ............................................................. 17

Figure 1.7: Trusted Sites window ................................................................................................................ 18

Figure 1.8: Trusted Sites window with ISIS URLs ..................................................................................... 18

Figure 1.9: Security Settings window.......................................................................................................... 19

Figure 1.10: Internet Explorer at JHU Home Page...................................................................................... 21

Figure 1.11: Add Favorite (Creating an ISIS Shortcut) ............................................................................... 22

Figure 1.12: Enter Network Password window ........................................................................................... 22

Figure 1.13: Welcome to SCT Matrix Student Suite window ..................................................................... 23

Figure 1.14: Enter Network Password window for XP users ...................................................................... 24

Figure 1.15: Welcome to SCT Matrix Student Suite window ..................................................................... 24

Figure 1.16: ISIS/SCT Matrix Home Page Window ................................................................................... 25

Figure 1.17: Change Password Window...................................................................................................... 26

Figure 1.18: Sign Off Confirmation Message.............................................................................................. 26

Figure 1.19: Application Window Components .......................................................................................... 28

Figure 1.20: Application Toolbar ................................................................................................................ 31



Figure 1.21: DGA menu...............................................................................................................................34

Figure 1.22: Search forStudents window .....................................................................................................38

Figure 1.23: Student Search Results window...............................................................................................39

Figure 1.24: Student Search Results displaying matching records ..............................................................40

Figure 1.25: DGA window with one student................................................................................................41

Figure 1.26: Search for Students window ....................................................................................................42

Figure 1.27: Save Query – Web Page Dialog window.................................................................................42

Figure 1.28: DGA Window..........................................................................................................................45

Figure 1.29: View Details window...............................................................................................................47

Figure 1.30: DGA window...........................................................................................................................49

Figure 1.31: DGA record with Totals ..........................................................................................................50

Figure 1.32: DGA record with transaction selected .....................................................................................51

Figure 1.33: Delete Confirmation message ..................................................................................................52

Figure 1.34: Cost Transfer Reason Entry window .......................................................................................52

Figure 1.35: DGA record with transaction selected .....................................................................................55

Figure 1.36: Delete Confirmation message ..................................................................................................55

Figure 1.37: DGA window with a blank row...............................................................................................56

Figure 1.38: DGA Report window...............................................................................................................58

Figure 1.39: DGA Report in Excel...............................................................................................................59




ISIS Hints and Tips

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Departmental Graduate Aid (DGA) - Johns Hopkinstraining.jhu.edu/ISIS/DGA/pdf/CGuide.pdf · ISIS...

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Transcript of Departmental Graduate Aid (DGA) - Johns Hopkinstraining.jhu.edu/ISIS/DGA/pdf/CGuide.pdf · ISIS...