SSIS Fiscal UpdateSSIS Fiscal Update

Presented by Presented by

Kate Stolpman and Kate Stolpman and

Thom JonesThom Jones

WelcomeWelcome

WelcomeWelcome Kate is the Project Manager for SSIS FiscalKate is the Project Manager for SSIS Fiscal Thom is a Designer and Developer for SSIS Thom is a Designer and Developer for SSIS

FiscalFiscal Theresa Hill, Greg Doyle, Jayson Carrigan, Theresa Hill, Greg Doyle, Jayson Carrigan,

Guy Glirbas and Scott Sorenson Not Here.Guy Glirbas and Scott Sorenson Not Here. Thanks to our part-time functional analysts: Thanks to our part-time functional analysts:

Sue Nelson (Carver), Janet Nilsen (St. Sue Nelson (Carver), Janet Nilsen (St. Louis), Sheila Ellingboe (Kandiyohi), Jackie Louis), Sheila Ellingboe (Kandiyohi), Jackie Crowson and Joanna Schmidt (Olmsted)Crowson and Joanna Schmidt (Olmsted)

SSIS Fiscal AgendaSSIS Fiscal Agenda Schedule / Progress Report / InformationSchedule / Progress Report / Information Phase 1 Functions for FiscalPhase 1 Functions for Fiscal

COA COA Vender/ProviderVender/Provider Programs and ServicesPrograms and Services Changes To WorkerChanges To Worker

Phase 2 Functions for FiscalPhase 2 Functions for Fiscal PaymentsPayments Service ArrangementsService Arrangements COA MaximumsCOA Maximums IV-E AbstractIV-E Abstract State Reports (SEAGR, CMHRS, TCM/FP, CSR)State Reports (SEAGR, CMHRS, TCM/FP, CSR)

DemoDemo

ScheduleSchedule Version 3.8: Anticipated Statewide Release Date – Fall of 2004Version 3.8: Anticipated Statewide Release Date – Fall of 2004

Placement RedesignPlacement Redesign DOC PointsDOC Points Electronic Case TransferElectronic Case Transfer Programs and Services Redesign*Programs and Services Redesign* Licensing InterfaceLicensing Interface Charting and Analysis – Phase 2, State Outcome IndicatorsCharting and Analysis – Phase 2, State Outcome Indicators Child Well-being ToolChild Well-being Tool Children’s Mental Health Screening IndicatorChildren’s Mental Health Screening Indicator Chart of Accounts *Chart of Accounts * Vendor/Provider *Vendor/Provider * IV-E/MAXIS Interface, Completion of Phase 2 & Phase 3IV-E/MAXIS Interface, Completion of Phase 2 & Phase 3 Business Organization ChangesBusiness Organization Changes Items related to SSIS Fiscal releaseItems related to SSIS Fiscal release

Version 4.0 (SSIS Fiscal): Pilot scheduled for July 2005, Anticipated Version 4.0 (SSIS Fiscal): Pilot scheduled for July 2005, Anticipated Statewide Release Date January 1, 2006Statewide Release Date January 1, 2006

PaymentsPayments Chart of Accounts MaximumsChart of Accounts Maximums ClaimingClaiming Service ArrangementsService Arrangements IV-E ReportIV-E Report Other State ReportsOther State Reports Reports for county fiscal managementReports for county fiscal management

SSIS Fiscal Progress SSIS Fiscal Progress PaymentsPayments

COA programmed, beginning testingCOA programmed, beginning testing Vendor/Provider – Bus Org changes being programmed, Vendor/Provider – Bus Org changes being programmed,

working on interfaces, cleanup process is beginningworking on interfaces, cleanup process is beginning Programs and Services behind the screens changes – Programs and Services behind the screens changes –

programming begunprogramming begun COA Maximum design completed, programming begunCOA Maximum design completed, programming begun Payments - use cases mostly done, interface discussionsPayments - use cases mostly done, interface discussions Service Arrangements – use cases doneService Arrangements – use cases done

ClaimingClaiming Reviewing each type of claimReviewing each type of claim Talking with MMIS for interface for claiming, Eligibility, Prior Talking with MMIS for interface for claiming, Eligibility, Prior

AuthorizationAuthorization IV-E – Working with Financial Management, MAXIS, Licensing IV-E – Working with Financial Management, MAXIS, Licensing

on interfaces for rates, license status, eligibility and on interfaces for rates, license status, eligibility and reimbursabilityreimbursability

ReportingReporting Design workgroup has met and reviewed state reports use Design workgroup has met and reviewed state reports use

cases – SEAGR, CMHRS, TCM/FP CSR (3150.2)cases – SEAGR, CMHRS, TCM/FP CSR (3150.2) Asking for input on internal county fiscal reports that counties Asking for input on internal county fiscal reports that counties

need, wantneed, want

Information: Fiscal FlyerInformation: Fiscal Flyer

How Many Have Seen It?How Many Have Seen It? If we add coupons will you read it?If we add coupons will you read it? Good Articles and Information on the Good Articles and Information on the

Status of SSIS FiscalStatus of SSIS Fiscal

Follow SSIS Fiscal development Follow SSIS Fiscal development on CountyLinkon CountyLink

1. 1. www.dhs.state.mn.uswww.dhs.state.mn.us

2. 2. Click on Click on County and County and Tribal WorkersTribal Workers to to access CountyLink.access CountyLink.

3. 3. Click on Click on SSISSSIS in the in the left navigation column. left navigation column. Bookmark this site.Bookmark this site.

4. 4. Select Select SSIS Fiscal SSIS Fiscal to to find design documents, find design documents, newsletters, meeting newsletters, meeting minutes…minutes…

SSIS Fiscal Site MapSSIS Fiscal Site MapSSIS FiscalSSIS Fiscal

Project BackgroundProject BackgroundHigh Level Design DocumentsHigh Level Design Documents

Payments WorkgroupPayments WorkgroupDesign DocumentsDesign DocumentsMeeting MinutesMeeting Minutes

Claiming WorkgroupClaiming WorkgroupDesign DocumentsDesign DocumentsMeeting MinutesMeeting Minutes

Reporting WorkgroupReporting WorkgroupDesign DocumentsDesign DocumentsMeeting MinutesMeeting Minutes

SSIS Fiscal FlyerSSIS Fiscal FlyerEight newsletter issuesEight newsletter issues

Special MeetingsSpecial MeetingsNon-IFS County meeting handoutsNon-IFS County meeting handoutsCustom County meeting minutesCustom County meeting minutes

Questions?Questions?

SSIS Fiscal GUI OverviewSSIS Fiscal GUI Overview

SSIS Fiscal Interface PhilosophySSIS Fiscal Interface Philosophy Coexistence with SSIS WorkerCoexistence with SSIS Worker Differences from SSIS WorkerDifferences from SSIS Worker Main Window of SSIS FiscalMain Window of SSIS Fiscal Typical Search/Preview WindowTypical Search/Preview Window Data WindowsData Windows

SSIS Fiscal Interface PhilosophySSIS Fiscal Interface Philosophy

Easy Access to Fiscal TasksEasy Access to Fiscal Tasks Keyboard Navigation for Speedy Keyboard Navigation for Speedy

EntryEntry Alternative Interface to the SSIS Alternative Interface to the SSIS

Worker Treeview for NavigationWorker Treeview for Navigation Separate Desktop Application from Separate Desktop Application from

SSIS WorkerSSIS Worker

Coexistence with SSIS WorkerCoexistence with SSIS Worker

Shared FrameworkShared Framework Shared Database and Business RulesShared Database and Business Rules Shared Architectural FoundationShared Architectural Foundation Familiar Style for Dual UsersFamiliar Style for Dual Users

Examples of Shared Windows in Worker Examples of Shared Windows in Worker and Fiscaland Fiscal SSIS Fiscal Windows in SSIS WorkerSSIS Fiscal Windows in SSIS Worker

Service Arrangement & PaymentService Arrangement & Payment SSIS Worker Windows in SSIS FiscalSSIS Worker Windows in SSIS Fiscal

Client & Business Organizations (Bus OrgClient & Business Organizations (Bus Org

Differences from SSIS WorkerDifferences from SSIS Worker

Task DrivenTask Driven User enters data on different levels User enters data on different levels

based on the task they are trying to based on the task they are trying to accomplish.accomplish.

Contrast to Worker which is Case driven.Contrast to Worker which is Case driven. Navigation Without the Tree View Navigation Without the Tree View

XP ControlXP Control Bread CrumbingBread Crumbing

Main Window of SSIS FiscalMain Window of SSIS Fiscal

Outlook bar Outlook bar approachapproach Quick Entry to TaskQuick Entry to Task Task GroupingsTask Groupings Easy to addEasy to add Can be hiddenCan be hidden Familiar User Familiar User

InterfaceInterface User Friendly User Friendly

Typical Search/Preview WindowTypical Search/Preview Window

Filtering and Filtering and Searching for Searching for ItemsItems

View DetailsView Details Quick Access to Quick Access to

TasksTasks

Data WindowsData Windows

Quickly Add and Quickly Add and Delete RecordsDelete Records

Easy Jumps To Easy Jumps To Related dataRelated data

Bread Crumb TrailsBread Crumb Trails

Data Window Data Window

Questions?Questions?

General COA Module InformationGeneral COA Module Information

Chart of Accounts Codes are made up of Chart of Accounts Chart of Accounts Codes are made up of Chart of Accounts Elements (Examples: Fund-Department-Program-Service-Object-Elements (Examples: Fund-Department-Program-Service-Object-Org).Org).

Counties must define the size of each Chart of Account Element Counties must define the size of each Chart of Account Element field if not using the default. field if not using the default.

Programs and Services on COA are not required to be BRASS Programs and Services on COA are not required to be BRASS programs and services. programs and services. Brass Programs and Services have been separated from COA in Brass Programs and Services have been separated from COA in

SSIS.SSIS. The COA Programs and Services can be BRASS or can be county The COA Programs and Services can be BRASS or can be county

defined. defined. The BRASS program and service will be entered/selected separately The BRASS program and service will be entered/selected separately

on Service Arrangements and Payment Requests.on Service Arrangements and Payment Requests.

SSIS Fiscal will allow an Initial load of COA Elements and Codes.SSIS Fiscal will allow an Initial load of COA Elements and Codes.

Edit COA Element ScreenEdit COA Element Screen

COA CodesCOA Codes

COA Initial Load ProcessCOA Initial Load Process Setup the element types, element lengths, and Setup the element types, element lengths, and

element order in County Preferences.element order in County Preferences. Create a tab delimited file with the elements you Create a tab delimited file with the elements you

wish to load into SSIS.wish to load into SSIS. Create a tab delimited file with the COA codes Create a tab delimited file with the COA codes

you wish to load into SSIS.you wish to load into SSIS. Review tab delimited files in a spreadsheet and Review tab delimited files in a spreadsheet and

make any changes necessary. (Optional)make any changes necessary. (Optional) Run Update Program for Elements and fix any Run Update Program for Elements and fix any

errors that may occur.errors that may occur. Run the Update Program for the Codes and fix Run the Update Program for the Codes and fix

any errors that occur.any errors that occur.

Questions?Questions?

Vendor / Provider Vendor / Provider CleanupCleanup

and Import and Import

EnvironmentEnvironment

County accounting system is the Master County accounting system is the Master Copy of Vender information.Copy of Vender information.

Data imported into SSIS cannot be Data imported into SSIS cannot be changed in SSIS. changed in SSIS. Changes must flow from the accounting Changes must flow from the accounting

system.system. Additional Information can be added to SSIS.Additional Information can be added to SSIS.

During import, a log will be produced During import, a log will be produced showing the results of import attempts showing the results of import attempts (both successes and failures).(both successes and failures).

EnvironmentEnvironment

For import to work, proper matching For import to work, proper matching of accounting system vendors with of accounting system vendors with SSIS Bus Orgs is critical.SSIS Bus Orgs is critical.

The transfer of information from the The transfer of information from the accounting system to SSIS is based accounting system to SSIS is based on the vendor ID.on the vendor ID.

What could go wrong?What could go wrong?

Show stoppers:Show stoppers: If the same vendor number is used If the same vendor number is used

for two different entities in the two for two different entities in the two systems.systems. E.G. Vendor 7018 is ‘ABC Video Rental’ E.G. Vendor 7018 is ‘ABC Video Rental’

in accounting system, but is ‘Smith in accounting system, but is ‘Smith Family Foster Home’ in SSIS.Family Foster Home’ in SSIS.

What else could go wrong?What else could go wrong?

If a vendor number is in use in SSIS If a vendor number is in use in SSIS but not in the county accounting but not in the county accounting system. system. That entity may be in the accounting That entity may be in the accounting

system with a different vendor number, system with a different vendor number, or the vendor may not exist in the or the vendor may not exist in the county accounting system.county accounting system.

What else could go wrong?What else could go wrong?

If a vendor number is in use two or If a vendor number is in use two or more times in SSIS.more times in SSIS. During the data transfer the update During the data transfer the update

mechanism will not know which Bus Org mechanism will not know which Bus Org record should be updated.record should be updated.

CleanupCleanup

In order to resolve these issues, SSIS In order to resolve these issues, SSIS will work with the counties to identify will work with the counties to identify and resolve data inconsistencies.and resolve data inconsistencies.

Some cleanup reports will be Some cleanup reports will be distributed prior to Version 3.8distributed prior to Version 3.8

Vendor cleanup functions will be Vendor cleanup functions will be available in Version 3.8available in Version 3.8

Unused VendorUnused Vendor

Invalid NamesInvalid Names

Changes to SSIS WorkerChanges to SSIS Worker

Placement RedesignPlacement Redesign Split Placement and LocationSplit Placement and Location DOC Points CalculationDOC Points Calculation

Address ChangeAddress Change Unparsed the Address Unparsed the Address Easier to import Vender Address Easier to import Vender Address

InformationInformation Vendor is type of Business Vendor is type of Business

Organization Organization

Questions?Questions?