OSMIS WIA Case Management User Manual
Contents
1. Log in Help Forgot User ID Forgot Password Register Select the link above to register and gain access to Job Services Click Here to learn how job seekers can search for jobs build resumes and stay current with local job market information gain access to hundreds of available ob seekers Click Here to learn how employers can post jobs search for resumes and work closely with local One Stop Centers to find skilled job seekers If you have ever visited a One Stop Center you may already be registered in the system Click Here to find out Job Seekers are provided the following links in OSMIS Welcome Page in this section e Find a Job the Job Seeker will select this link if they want to perform a Job search in the OSMIS application e Register the Job Seeker will click this link if they are interested in registering and using services provided in the OSMIS application e Click Here this is the English version of the Job Seeker tutorial Job Seeker s can select this link to learn how they can search for jobs apply to jobs create resumes and work with local One Stop Career Centers to find applicable jobs ACL Page 19 of 38 Regional Financial Management Administrator User Manual Fig i Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 2 FINANCIAL REGION The Financ2. Fag i Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 Alert Messages Error Description Invalid Entry Please enter the date in Date should be entered only in the mm dd yyyy format mm dd yyyy format or the user can choose the date from the calendar provided Invalid Entry Year should be later than System does not accept dates which are 1900 earlier than 1900 User has to enter dates which are later than 1900 time lesser than the end time Start Date Invalid Entry Value must be greater than zero 1 5 2 Error Messages A critical error has occurred while User needs to log off re login and try processing your request Please again If the error persists the user should log off and try contact the System Administrator Invalid Database Connection Improper Database connection if the error Contact System Administrator persists the user should contact the system Administrator Record modified by another user The record which is saved by the current user is already modified by some other user Refresh the page and try again An error occurred while User needs to retry the request after processing your request Please sometime If the error persists the user try again should contact the System Administrator 034 Error in retrieving data Please User needs to retry retrieving the data try again after someti
3. ACL Page 16 of 38 Regional Financial Management Administrator User Manual FECL Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 1 9 1 REACT Home Page Screen REACT provides on site and off site rapid response services to employers employees and Regional Boards for dislocation and mass layoff related activities REACT link from the OSMIS Welcome Page will direct users to REACT Home Page e OAASIS OSMIS ae i Agency For Workforce Innovation State of Florida Welcome to the REACT REACT Reemployment amp Emergency Coordination CACT A File Warn Notice Team if eatae tna eae Oe View Warn Notice Summary Employee Survey This section of OSMIS provides the user links to the Re Employment and Emergency Assistance Coordination Team REACT REACT provides on site and off site rapid response services to employers employees and Regional Boards for dislocation and mass layoff related activities It is the state s focal point in dealing with employers and workers affected by temporary and permanent business layoffs Customers will have access to the following areas of REACT from this screen e File Warn Notice e View Warn Notice e Employee Survey 1 9 1 1 File Warn Notice As per Federal guidelines it is a required for Employers to file a WARN Notice for several pre defined reasons Some of these reasons are e lf th
4. If the user enters an invalid format a pop up message directs the user to enter a valid email ID address only The status of the user is selected from the drop down list E g Active Inactive Temporary Locked etc Access Rights Access rights are given depending upon the type of user This contains all the processes and the rights that can be given to the user to access these processes The rights can be Read Update and Delete The Regional administrator can check the checkbox to give the respective right Save The user can save the details by selecting this link The user will be taken to the Maintain User screen and a message User created successfully will be displayed ACL Page 33 of 38 Regional Financial Management Administrator User Manual FECL Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 2 2 2 1 3 Modify User The user can edit a particular Regional user s record through this screen Agency For Workforce Innovation State of Florida Modify User Save Back Print Help Administration A Regional Administration Maintain Regional User Login ID PAULREG gt System Reports 1 Regional Accounting Last Name Wotherspoon A Financial Region First Name Paul H Cash Management ao NEA Details Middle Initial __ Reports New Password Phone No a99 agg
5. State of Florida Agency for Workforce Innovation One Stop Management Information System OSMIS Regional Financial Management Administrator User Manual Date May 17 2006 Version 7 1 Fig i Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 Document Change History ey 6 07 22 2002 20 Reviewed Jennifer Grant 7 02 07 2003 3 0 Modified to include changes in Robin Nadar RAS functionality ca 98 03 2003 Modified to include changes Savanah made in the processes 9 08 23 2003 Satish 99 15 2003 Modified to include changes N made in the processes 09 15 2003 Robin Nadar 04 03 2006 6 0 Formatted and reviewed Harikrishnan 04 13 2006 Formatted Rachana Khatri 05 16 2006 Updated with the changes Virendra S Rawat suggested by AWI suggested by AWI a ee es Re a ee es a ee es ee Rs Ge a ee a C a a HCL Page 1 of 38 Regional Financial Management Administrator User Manual Fig i Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 1 Table of Contents OVERVIEW 1 1 Purpose 1 2 Abbreviations and Descriptions 1 3 Objective of the User Manual 1 4 Organization of the User Manual 1 5 Common Validations and Messages 1 5 1 Alert Messages 1 5 2 Error Messages 1 5 3 User ID 1 5 4 User Password 1 5 5 Login Help
6. 1 6 Welcome to the One Stop Job Center 1 6 1 Employers Tutorial Contents 1 6 2 Job Seekers Tutorial Contents 1 7 Labor Market Information 1 8 Employers 1 9 REACT 1 9 1 REACT Home Page Screen 1 9 1 1 File Warn Notice 1 9 1 2 View Warn Notice Summary 1 9 1 3 Employee Survey HCL Regional Financial Management Administrator User Manual 10 10 10 11 11 13 14 15 16 17 17 18 18 Page 2 of 38 Fig i Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 Regional Financial Management Administrator User Manual 1 10 Job Seekers 18 2 FINANCIAL REGION 20 2 1 Screen Layout 20 2 1 1 Header 21 2 1 2 Navigation Bar 22 2 1 3 Navigation Menu 23 2 1 4 Finance Management Region Administration Home Page and Links 24 2 2 Administration Folder 27 2 2 1 Common Links and Headers 27 2 2 2 Region Administration Folder 28 2 2 2 1 Maintain Regional User 29 2 2 3 Financial Region Folder 37 HCL Page 3 of 38 Fig i Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 1 OVERVIEW The One Stop Management Information System OSMIS is a web based application As such OSMIS uses the Internet to communicate between various locations and agencies This document explains the processes a Regional Administrator would use while accessing
7. ACL Page 22 of 38 Regional Financial Management Administrator User Manual FECL Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 automatically save the changes made by the user Hence it is pertinent that user should save their work before clicking on this link Using this link user can search for phone numbers and email addresses for Staff or One Stop o Staff to search for staff user is required to select the parameters on the screen provided Region is a mandatory parameter for this search hom do you wish to search for Region NotSelected iv County Not Selected iv One Stop Not Selected K Unit Not Selected Jj First Name Last Name Indicates mandatory fields o One Stop to search for one stop user is required to select the parameters for Region and county on the screen provided hom do you wish to search for staff O One Stop Region Not Selected iv O County NotSelected Indicates mandatory fields e Date text this text field displays current day and date 2 1 3 Navigation Menu Navigation Menu in OSMIS application is located below the Navigation Menu Text on the Navigation Bar ACL Page 23 of 38 Regional Financial Management Administrator User Manual Agency for Workforce Innovation One Stop Managemen
8. Based on the search criteria specified the records would be searched and displayed If this link is selected without any criteria specified a general search will be conducted and all records will be displayed Details of this link are explained in the section on Maintain Regional User Search ACL Page 30 of 38 Regional Financial Management Administrator User Manual FECL Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 2 2 2 1 1 Maintain Regional User Search Based on the search criteria specified the records will be retrieved If this link is selected without any criteria specified a general search will be conducted and all records will be displayed Agency For Workforce Innovation State of Florida Administration H Regional Administration e gt Maintain Regional User Type of user Region H gt System Reports z 5 Part H Regional Accounting SES A Financial Region User Name a Cash Management Status H WEA Details H 2 Reports Number of records per page 5 New Search Clear itosofio l toon Name hone No beatungtf PAULREGADM Paul Wotherspoon 99 9999999 x 99999 Active View SABAPATHY Sire Sivasankar zaazazsa3 active view WAGNERPEYSER wagner Peyser fesm a78 6732 x 12048 Active View itosofio Page lof 12 4 r Login ID The Login ID of the user The
9. Families DHHS Department of Health and Human Services Department of Labor and Employment Security Department of Management Services Department of Agriculture Department of Education DOL Department of Labor Department of Revenue Disabled Veterans Outreach Program EBT Electronic Benefits Transfer FLAIR Florida Accounting Information Resource D Duin sel Fiscal Year Labor Market Information LTD LVER Local Veterans Employment Representative MIPS Management Information and Payment System MSFW Migrant and Seasonal Farm Workers replaced by FFWJEP Notice of Funds Availability NOO Notice of Obligation ACL Page 5 of 38 Regional Financial Management Administrator User Manual Fig i Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 Abbreviations Descriptions OCA Other Cost Accumulator OSMIS One Stop Management Information System OSOS One Stop Operating System OSP One Stop Operator OSST One Stop Service Tracking One Stop Service Management PMS Payment Management System PMT Project Management Team REACT Re Employment and Emergency Assistance Coordination Team Regional Workforce Board SCEP Senior Community Employment Program SFY State of Florida Fiscal Year SSA Social Security Administration SSN Social Security Number TANF Temporary Assistance to Needy Families Technical Assistance and Training Temporary Cas
10. a999 Ext 39999 Email r i com Type of user Region Partner RV BO1 ESCAROSA REGL WORKFORCE DEY BOARD __ Status Active x Access Rights Financial Region Cash Management ReadUpdateDelete View Cash Week Iv v Iv Cash Request vd v IV Program Income IV IV Iv State Matching Funds v v v Stand In Costs v Iv Iv Cash Disbursement ReadUpdateDelete 4 gt Lump Sum Cash Disbursement v MIE x E Login ID The user must enter a unique Login ID The user must enter the Login ID The user has to enter minimum six characters If user enters Login ID less than six characters a message Login ID cannot be less than six characters is displayed If it contains lowercase letters then it will be changed to Upper Case character Phone Number The user must enter the phone number of the user Phone number format is 3 3 4 If the user enters a non numeric value then a pop up message directs the user to enter numeric values only The user may enter the extension number Email ID The user must enter the email ID of the user e g ACL Page 34 of 38 Regional Financial Management Administrator User Manual FECL Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 email a pop up message directs the user to enter a valid email o ID only Type of user The type of user is displ
11. and Haitian Creole for the following customers e Employers e Job Seekers The English versions of these tutorials are provided in the respective user areas The objective of these tutorials is to provide users a Summary of the features offered through the OSMIS application Each tutorial provides a quick easy to use and concise picture of all the self service functions for each user type The tutorial also provides contact information for One Stop Career Centers 1 6 1 Employers Tutorial Contents The OSMIS application tutorial for employers provides information on the following OSMIS features e Introduction to OSMIS What is OSMIS e Who benefits from OSMIS ACL Page 11 of 38 Regional Financial Management Administrator User Manual Fig i Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 e OSMIS Employer Features e Employer Online Registration e Customized Employer Homepage e Online Job Posting e Job Seeker Searches e Maintain Job Order e View and Request Services e Calendar of Events for any One Stop Center in Florida e Locate a One Stop Near You e Job Openings Advertised Nationwide on America s Job Bank e Labor Market Information ACL Page 12 of 38 Regional Financial Management Administrator User Manual Fig i Agency for Workforce Innovation One Stop Management Information System Regional Financ
12. 15th day It is mandatory to change User password after every 90 days If the user does not change the password with in this period he will be denied access into the system after the 90th day Users will receive a mail from the application reminding them to change their password The reminder mail for changing the password will be sent on the 75th day 86th day and thereafter every day until 90th day Agency For Workforce Innovation State of Florida 7 E S Administration A Regional Administration i ope Maintain Regional User Type of user Region SE EE gr RIWBO1 ESCAROSA REGL WORKFORCE DEY H Regional Accounting Partner E A Financial Region User Name eee H Cash Management n ANA H E WFA Details Status Not Selected ao Reports Number of records per page 5 Hew Search Clear T r HCL Page 29 of 38 Regional Financial Management Administrator User Manual Fig i Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 Description The type of user e g Region is displayed Partner The partner Region name to whom the user belongs is displayed e g Active Inactive Temporary and Locked per page New The Regional Administrator can create a new user by selecting this link The user will be taken to the New User screen The details of this link are explained in the section on New User search
13. Management Administrator User Manual Fig i Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 Alert Messages Error Description than zero o 2 2 2 1 4 2 Error Messages Error Error Messages Error Description Code 701 Login ID Entered already exist If Login ID already exists and user tries Please enter different Login ID to create new user with the same Login ID this message is displayed Password already used enter The user cannot use the same different password password again unless he has changed the password three times 2 2 2 1 5 System Reports Please refer Financial Management Audit Trail Report guide for more details 2 2 3 Financial Region Folder Please refer to OSMIS Regional Finance User Manual as the same processes are available to the OSMIS Regional Finance Administrator OOO ACL Page 37 of 38 Regional Financial Management Administrator User Manual
14. Page 10 of 38 Regional Financial Management Administrator User Manual FECL Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 1 6 Welcome to the One Stop Job Center This section of the OSMIS Welcome Page provides links for application tutorials for OSMIS customers e gt OAAS 3Ha welcome to the One Stop Job Center REACT _ Espanol Krey l Ayisyen REACT Home Page User ID Labor Market Information x sect lar Employer Labor Market User Password a Information_Click Here gt gt 3 Find a Job Job Seeker Labor Market I Information Click Here gt gt Select the link above to search for a job Log in Help Register Forgot User ID Forgot Password j Register Select the link above to register One Stop Center Locator Click Here and gain access to Job Services Click Here to learn how job seekers can search for jobs build resumes and stay current with local job market information Select the link above to register and gain access to hundreds of available job seekers Click Here to learn how employers can post jobs search for resumes and work closely with local If you have ever visited a One Stop Center you may already be registered in the system Click Here to find out One Stop Centers to find skilled job Tutorials are provided in two languages Spanish
15. Regional Accounting Eest Category Disbursement Cash Analysis AS Financial Region Financial Report Summary Financial Report Summary Youth H Cash Management fl NFA Details Financial Management Reconciliation Partner History Cash Advance H Reports ae ore Partner History Cash Disbursement 4 b HCL Page 28 of 38 Regional Financial Management Administrator User Manual Fae _ Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 2 2 2 1 Maintain Regional User The Regional Administrator with proper update and delete rights can add modify and delete other users with Regional Administrator role The Regional Administrator cannot delete his own details He can assign access rights to OSMIS financial users at the AWI and Region levels Regional Administrator can also create the Region user who belongs to the Administrator s Region Once a new user is created an email will be sent to all Regional Administrator and the concerned Regional Administrator If the Regional Administrator modifies any user details or if the password is changed an email will be sent to all Financial Administrators and the concerned Regional Administrators If the Financial Administrator is a temporary user the user will be valid for 90 days Incase a temporary user does not login for 15 days the Financial Administrator will be automatically denied access after the
16. aintain all functionality of receiving grants requesting and disbursement information Clicking on the link will enable the user to be redirected to the respective process 2 2 1 Common Links and Headers Each process will have a common Header which will contain the following e Process Name the name of the process that is displayed on the screen e Save Comments this link allows the user to save any comments entered or modified This link is not available for all the process screens but is available where user may enter or modify comments e Save this link allows user to save the changes made on the screen e Back this link navigates the user to the previous screen of the process e Clear this link resets clears the fields on the screen e Print this link prints the current screen displayed e Help or this link opens a new window with the online help for the current screen ACL Page 27 of 38 Regional Financial Management Administrator User Manual FECL Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 2 2 2 Region Administration Folder Agency For Workforce Innovation State of Florida if E O Administration Financial Management Regional Administrator B A Regional Administration gt Maintain Regional User are Cash Request Lump Sum Cash Disbursement i P gt System Reports eo
17. al Financial Management Administrator User Manual Version 7 1 Agency For Workforce Innovation State of Florida C administration Finanelal Management Regional Administrator Cash Request Lump Sum Cash Disbursement Cost Category Disbursement Cash Analysis Financial Report Summary Financial Report Summary Youth Financial Management Reconciliation Partner History Cash Advance Partner History Cash Disbursement Categories Partner History Cash Disbursement The OSMIS Financial Regional Administrator Home Page contains the following information e Cash Request this link will take the Regional Administrator to the Cash Request screen where the Regional Administrator can create cash requesis e Cost Category Disbursement this link will take the Regional Administrator to the Cost Category Disbursement screen where the Regional Administrator can enter Modify cash disbursements which have been broken down to the cost category level e Financial Report Summary this link will take the Regional Administrator to the Financial Report Summary screen where the Regional Administrator can generate the Financial Report Summary The Financial Report Summary calculates and displays information pertaining to Total Accrued Expenditures by cost category This information is calculated from data that is entered by the Region in the cash management process e Financial Management Reconciliation this link will take the Regi
18. as it pertains to Region Finance Administrators The word user in this document refers to the OSMIS application user with the suitable role Regional Administrator and is used interchangeably with term Regional Administrator and AWI staff 1 5 Common Validations and Messages On all forms mandatory fields are indicated by an asterisk sign Validations are performed when the form is submitted This process allows for the verification of all mandatory fields containing data If any mandatory field does not contain data the user is prompted with an informative pop up message such as Please fill all mandatory fields An asterisk indicates all mandatory fields When the staff member selects OK on the message prompt the focus is transferred to the first mandatory field that does not contain data This process will continue until all mandatory fields contain acceptable data 1 5 1 Alert Messages Alert Messages Error Description Please enter all mandatory fields All User has to enter or select all Mandatory mandatory fields are indicated by a Fields Invalid Entry Please enter numerical User has to enter numeric values only values without or sign in Invalid Entry Only alphanumeric are Special characters such as amp _ accepted are not allowed values Invalid Entry Only Characters are accepted ACL Page 8 of 38 Regional Financial Management Administrator User Manual
19. ayed The name of the partner The user may select the status of the user being created is selected from the drop down list e g Active Inactive Access Rights Temporary Locked etc Access rights are given depending upon the type of user This contains all the processes and the rights that can be given to the user to access these processes The rights can be Read 2 2 2 1 4 View User The Regional Financial Administrator can only view users created by the AWI Financial Administrator To view the record the user can select on View link Description abc osmis com If the user enters an invalid format for the Update and Delete The Regional administrator can check the checkbox to give the respective right The user can save the details by selecting this link The user will be taken to the Maintain User screen and a message User Information updated successfully will be displayed Agency For Workforce Innovation State of Florida Administration A Regional Administration p gt Maintain Regional User H gt System Reports H Regional Accounting 4 Financial Region H Gash Management H WFA Details H Reports Login ID PAULREGADM Last Name Wotherspoon First Name Paul Middle Initial Phone Noa 9990 999 9999 Ext 99999 Type of user Partner Status Email ay com Regional Administrator RW BOL ESCAROSA REGL WORKFORCE DEY BOARD Active Access Rights Administ
20. b seekers Click Here to learn how employers can post jobs search for resumes and work closely with local One Stop Centers to find skilled job seekers REACT REACT Home Page Q Find a Job Select the link above to search for a job Register Select the link above to register and gain access to Job Services Click Here to learn how job seekers can search for jobs build resumes and stay current with local job market information If you have ever visited a One Stop Center you may already be registered in the system Click Here to find out Labor Market Information provides statistics and information about the job market There are separate links for Employers and Job Seekers e Employers selecting this link will open a new window containing the Labor Market Information site e Job Seekers selecting this link will direct the customer to a new page where Job Seeker will login using their user ID Job Seeker can register himself using the link provided for registration Page 14 of 38 Regional Financial Management Administrator User Manual FECL Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 1 8 Employers This section of the OSMIS Welcome Page is designed for employers who are looking for job seekers using the OSMIS application e gt QO G QH 0090 4 aHa Agency For W
21. e 15 of 38 Regional Financial Management Administrator User Manual FECL Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 1 9 REACT This section of the OSMIS Welcome Page provides a link to the Re Employment and Emergency Assistance Coordination Team REACT Home Page a CRIE I E REEERE K Agency For Workforce Innovation State of Florida Welcome to the One Stop Job Center REACT Espanol Krey l Ayisyen REACT Home Page UserID Labor Market Information Employer Labor Market Information Click Here gt gt i w Find a Job Information Click Here gt gt Job Seeker Labor Market Select the link above to search Register for a job Select the link above to register and User Password yg Log in Help Forgot User ID Forgot Password Select the link above to register and gain access to Job Services One Stop Center Locator Click Here Click Here to learn how job seekers can search for jobs build resumes and stay current with local job market information gain access to hundreds of available job seekers Click Here to learn how employers can post jobs search for resumes and work closely with local One Stop Centers to find skilled job seekers If you have ever visited a One Stop Center you may already be registered in the system Click Here to find out
22. ere are 500 or more employees affected by the lay off o Ifless than 500 employee are affected it is optional for an Employer to file a WARN Notice e lf the layoff is substantial enough to affect the town or county ina negative manner HCL Page 17 of 38 Regional Financial Management Administrator User Manual Fig i Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 This link allows an Employer whether they are registered or not registered in the OSMIS application to file a WARN notice via the Internet As the notice is filed online the REACT Staff will be notified immediately of a Dislocation Event 1 9 1 2 View Warn Notice Summary This link allows all registered and non registered users to view certain public information contained on each WARN Notice Once a WARN Notice is entered into the system it will reflect on a report which will be available by selecting this link http www2 myflorida com awi react default ntm Users will also have the ability to select and view WARN Notices by year Region or area 1 9 1 3 Employee Survey This link allows all registered and non registered users to file a survey detailing the services provided by the REACT team During or before a dislocation event REACT staff conduct employer visits and provide counseling to the dislocated or soon to be dislocated employees The employees receivin
23. g these services are given the option of completing a survey These employees can complete this survey over the Internet by selecting this link The information gathered for this survey is similar to a Job Seeker registering in OSMIS application The users filing this survey will not be considered as registered in the OSMIS application They will not be able to login to the OSMIS application and access any OSMIS functionality unless specifically registered in OSMIS If the customer chooses to register in OSMIS their registration will be treated like any new job seeker s registration 1 10 Job Seekers This section of the OSMIS Welcome page is designed for job seekers using the OSMIS application to find job ACL Page 18 of 38 Regional Financial Management Administrator User Manual FECL Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 s Ob A Qa 29 15 aae Agency For Workforce Innovation State of Florida Welcome to the One Stop Job Center REACT Espanol Krey l Ayisyen REACT Home Page User ID l Labor Market Information Employer Labor Market User Password 2 s Information_Click Here gt gt 3 Find a Job Job Seeker Labor Market Information Click Here gt gt Select the link above to search gt One Stop for a job Register Center Locator Click Here Select the link above to register and
24. h Assistance Unemployment Compensation Unemployment Insurance USA United States of America USDA U S Department of Agriculture USDOL US Department of Labor VETS Veteran s Program VOC ED Vocational Education Vocational Rehabilitation Workforce Florida Inc ACL Page 6 of 38 Regional Financial Management Administrator User Manual Fig i Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 Abbreviations Descriptions WIA Workforce Investment Act WOTC Work Opportunity Tax Credit WTP Welfare Transition Program WTS Welfare Transition Services YTD Year to Date ACL Page 7 of 38 Regional Financial Management Administrator User Manual Fig i Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 1 3 Objective of the User Manual This manual is prepared for the Region Finance Administrator using the OSMIS application This document describes the various options and processes available to these users while working with grants received and expended The objective of this manual is to provide FM Users with descriptions of screens displayed in the application when logged in with Regional Administrator role 14 Organization of the User Manual This manual describes the use of the One Stop Management Information System OSMIS
25. ial Management Administrator User Manual Version 7 1 1 6 2 Job Seekers Tutorial Contents HCL The OSMIS application tutorial for job seekers provides information on the following OSMIS features Introduction to OSMIS What is OSMIS Who benefits from OSMIS OSMIS Job Seeker Features Online Registration Customized Job Seeker Homepage Resume Builder Skill Gap Analysis statewide Job Searches to State Government Jobs Calendar of Events for any One Stop Center in Florida Locate a One Stop Near You Labor Market Information Page 13 of 38 Regional Financial Management Administrator User Manual FECL Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 1 7 HCL Labor Market Information This section of the OSMIS Welcome Page provides links to access the Labor Market Information website e 3 Aalaga gl oR a Agency For Workforce Innovation State of Florida UserID User Password g Log in Help Forgot User ID Forgot Password One Stop Center Locator Click Here Welcome to the One Stop Job Center Espanol Krey l Ayisyen Labor Market Information Employer Labor Market 2 Information Click Here gt gt Job Seeker Labor Market i Information Click Here gt gt O Register Select the link above to register and gain access to hundreds of available jo
26. ial Management module in the OSMIS application will provide the management of all grants received requested and expended by the partners on various programs This manual will cover financial management module screens used by the Financial Region user in the OSMIS application The goal of this manual is to provide FM Users with descriptions of each of the financial management screens which will enable straightforward management of the various grants received requested and expended by the partners on various programs and to include the business rules 2 1 Screen Layout OSMIS Application screens have the following sections e Header e Navigation Bar e Navigation Menu e Finance Management Administrator Home Page amp Links ACL Page 20 of 38 Regional Financial Management Administrator User Manual FECL Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 2 1 1 Header Every OSMIS application screen has header section which is located between the Internet Explorer Toolbar and the OSMIS Navigation Bar Agency For Workforce Innovation State of Florida Dale Elliott Financial Administrator Tuesday May 9 2006 H Administration Type of user Not Selected User Name Not Selected iv Status Not Selected iv Number of records per page 20 New Search Clear The header section contains the following infor
27. mation e OSMIS logo placed in top left corner e OSMIS version number the version number of the application being used This is mentioned just below the OSMIS logo e Application Name the name of the application being used One Stop Management Information System which is placed at center of the top of the header section e Sponsor Name this is the name of the agency overseeing the application development design and management Agency for Workforce Innovation This is place below the application name e User Name this is the name of the user currently logged in the OSMIS application This information has been shaded to prevent any confusion while viewing screen shots in this manual e User ID this is the user Id of the user currently logged in the OSMIS application This information has been shaded to prevent any confusion while viewing screen shots in this manual ACL Page 21 of 38 Regional Financial Management Administrator User Manual FECL Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 2 1 2 Navigation Bar Every OSMIS application screen has a navigation bar which is located between the header section and the Finance Management bar s s Agency For Workforce Innovation State of Florida Dale Elliott Financial Administrator Tuesday May 9 2006 H Adminis
28. me If the error persists the user should contact the System Administrator No Records Found The search criteria specified does not have any matching record The user should search again with different search criteria ACL Page 9 of 38 Regional Financial Management Administrator User Manual Fig i Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 1 5 3 User ID All users will use this text box to enter their user ID The user ID may contain both letters and numbers in any combination User ID can be of special characters like amp _ 100 etc Once the user enters the user ID they will select the tab key on the keyboard to enter text in the password text box The user ID must be of at least six characters long 1 5 4 User Password All the users will use this text box to enter their password The password may contain both letters and numbers in any combination Once the user enters their password they will press the ENTER button on their keyboard or they will select the button If the user ID and password are valid the user will be directed to their assigned Home Page 1 5 5 Login Help This section of the OSMIS Welcome Page will assist user if they have forgotten their user ID or password There are links available to the user for each of the following e Forgot User ID e Forgot Password ACL
29. name of the user The telephone number and extension of the user Status The status of the user e g Active Inactive Temporary amp Locked Edit The user can edit a record by selecting this link The link will be displayed only if a Regional Administrator creates the user instead of the AWI Financial Administrator Details of this link are explained in the Modify User section View The user can view a record by selecting this link The link will be displayed only if a Regional Administrator creates the user instead of the AWI Financial Administrator Details of this link are explained in the View User section ACL Page 31 of 38 Regional Financial Management Administrator User Manual Fae _ Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 Fea oseon o The user can select the checkbox to specify a particular record to be deleted Delete The user can delete a selected record by selecting this link and a message User Deleted Successfully is displayed The record will be deleted only if a Regional Administrator creates the user 2 2 2 1 2 New User The Regional administrator can create a new Regional user through this screen Agency For Workforce Innovation State of Florida Administration A Regional Administration z _ Maintain Regional User Login ID l System Reports H Regional Accou
30. nting Last Name A Financial Region First Name H Cash Management a NFA Details Middle Initial H Reports Password Phone No Ext Email Type of user Region Partner RV BO1 ESCAROSA REGL WORKFORCE DEY BOARD Status Active Access Rights Financial Region Cash Management Update View Cash Week Cash Request Program Income State Matching Funds Stand In Costs xI Cash Disbursement Fazl a a a gz x S 31 or m o a a or m 4 gt Lump Sum Cash Disbursement v Login ID The user must enter a unique Login ID for the user being created If user enters Login ID less than six characters a message Login ID cannot be less than six characters is displayed The user must enter the last name of the user being created HCL Page 32 of 38 Regional Financial Management Administrator User Manual Fie i Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 Description The user must enter the password of the user being created Phone Number The user must enter the phone number for the new user being created Phone number format is 3 3 4 If the user enters a non numeric value then a pop up message directs the user to enter numeric values only Email ID The user must enter the email ID of the user e g abc osmis com
31. onal Administrator to the Financial Management Reconciliation Report screen where the Regional Administrator can generate the Financial Management Reconciliation report which provides ACL Page 25 of 38 Regional Financial Management Administrator User Manual Fig i Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 e Partner History Cash Disbursement Categories this link will take the Regional Administrator to the Partner History Cash Disbursement with Categories screen where the Regional Administrator can generate the partner history reports The Partner History Cash Disbursement Categories provides information regarding the disbursements entered by the Regions e Lump Sum Cash Disbursement this link will take the Regional Administrator to the Lump Sum Cash Disbursement screen where the Regional Administrator can view the Region s cash disbursements which have not been broken down into cost category e Cash Analysis this link will take the Regional Administrator to the Cash Analysis screen where the Regional Administrator can generate the Cash Analysis Report and determine if there is excessive cash on hand e Financial Report Summary Youth this link will take the Regional Administrator to the Financial Report Summary Youth screen where the Regional Administrator can generate the Financial Report Summary Yo
32. orkforce Innovation State of Florida Espanol Krey l Ayisyen UserID pooo Ee 4 Information Click Here gt Job Seeker Labor Market Gor Information Click Here gt gt Labor Market Information Employer Labor Market Log in Help Forgot User ID Forgot Password One Stop Register Center Locator Click Here Select the link above to register and gain access to hundreds of available job seekers Click Here to learn how employers can post jobs search for resumes and work closely with local One Stop Centers to find skilled job seekers Welcome to the One Stop Job Center REACT REACT Home Page A Find a Job Select the link above to search for a job 6 Register Select the link above to register and gain access to Job Services Click Here to learn how job seekers can search for jobs build resumes and stay current with local job market information If you have ever visited a One Stop Center you may already be registered in the system Click Here to find out Employers are provided with the following options from OSMIS Welcome Page e Register using this link employer can register in the OSMIS application e Click Here this is the English version of the Employer tutorial This tutorial will provide information as how to post jobs search for resumes and work with local One Stop Career Centers to find skilled job seekers HCL Pag
33. ration Regional Accounting System Interface Category lapping Financial Region a r HCL Regional Financial Management Administrator User Manual Page 35 of 38 Fig i Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 Description The extension number gt Z gt Z SS The extension number Type of user Access Rights Access rights are given depending upon the type of user This contains all the processes and the rights that can be given to the user to access these processes The rights can be Read Update and Delete 2 2 2 1 4 1 Alert Messages Please enter all mandatory fields All mandatory fields are indicated by a Fields Invalid Entry Please enter numerical values without or sign in accepted values accepted Invalid Entry Please enter the date in Date should be entered only in the mm dd yyyy format mm dd yyyy format or the user can choose date from the calendar provided Invalid Entry Year should be later than System does not accept dates which are 1900 earlier than 1900 User has to enter dates which are later than 1900 Invalid Entry Please enter the start time End date should be always be later than the lesser than the end time Start Date Invalid Entry Value must be greater The value entered must be greater than zero ACL Page 36 of 38 Regional Financial
34. t Information System Regional Financial Management Administrator User Manual Version 7 1 a Osmis Microso Witopioe Explorer BE File Edit View Favorites Tools Help ar Om O MAG Pua pyre E D Address http awitest state fl us Osmis Login Iv Go Links Google Sd C search amp GH O BH enak B 1464 blocked check Autolink EJ Eg options amp ocmre Agency For Workforce Innovation State of Florida Dale Elliott ELLIOTTD 5 Administration H Financial Administrati H Financial AWI ALS EN j ig Maintain User Grant Entry Maintain NOO H Financial Region Cash Approval Cash Adjustments Lump Sum Cash Disbursement Cost Category Disbursement Financial Report Summary Financial Management Reconciliation Notice of Funds Available NFAs Partner Histo Cash Advance Partner Histo Cash Disbursement Categories Partner Histo Cash Disbursement Click to open this folder Internet The Navigation Menu has folders and links using which a user can perform various finance management activities 2 1 4 Finance Management Region Administration Home Page and Links The main OSMIS home page of a Financial Management Regional Administrator contains commonly used links for faster navigation to the desired process ACL Page 24 of 38 Regional Financial Management Administrator User Manual FECL Agency for Workforce Innovation One Stop Management Information System Region
35. the OSMIS application 1 1 Purpose This document is the complete Region Financial Administrator User Manual and is the most comprehensive source of information available covering all steps a Regional Administrator user might need use while accessing the OSMIS application This document is organized based on the standard Navigation Menu for the Financial Administrator role in the OSMIS application All folders and links of Financial Management are described in detail and include the following information e Detailed overview e Screen Shots e Step by Step process details Details will begin from the first folder or link on the Navigation Menu and continue to till the end of the Navigation Menu This manual does not follow a serial approach as how a Region Finance Administrator deals with managing the grants received and expended ACL Page 4 of 38 Regional Financial Management Administrator User Manual Fig i Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 1 2 Abbreviations and Descriptions The following abbreviations are used in this manual Abbreviations Descriptions Americans with Disabilities Act AFDC Aid to Families with Dependent Children AMSFW Adult Migrant and Seasonal Farm Workers replaced by FFWJEP AWI Agency for Workforce Innovation CFDA Catalog of Federal Domestic Assistance DCF Department of Children and
36. tration Type of user Not Selected iv User Name Not Selected Status NotSelected iv Number of records per page 20 New Search Clear The Navigation Bar contains the following information e Navigation Menu this is the title for the navigation menu located below It is place at the far left hand corner e Contact Us link this link will open another browser window which will provide contact information details for the application support This link may be used to resolve issues faced while using the application e About Us link this link will open another browser window which will contain information about the Agency for Workforce Innovation e Home link this link will redirect the user to their home page from any point in the application Selecting this link will not automatically save the changes made on the current page and user will be redirected to home page Hence it is pertinent that user should save their work before clicking on this link e Log Out link this link will logout the user from the OSMIS application and will redirect the user to the OSMIS Welcome page Clicking on this link will not automatically save the changes made by the user Hence it is pertinent that user should save their work before clicking on this link e Directory link this link will redirect staff to the OSMIS Directory Search Page from any point in the application Clicking on this link will not
37. uth which calculates and displays information pertaining to Total Accrued Expenditures by cost category for the Program WIA and program title Youth This information is calculated from data that is input by the Region in the cash management process e Partner History Cash Advance this link will take the Regional Administrator to the Partner History Cash Advance where the Regional Administrator can generate Partner History Cash Advance reports which provides a historical view of cash advances by the week e Partner History Cash Disbursement this link will take the Regional Administrator to the Partner History Cash Disbursement where the Regional Administrator can generate Partner History Cash Disbursement reports Please refer the FM Reports Specification for the report details ACL Page 26 of 38 Regional Financial Management Administrator User Manual Fig i Agency for Workforce Innovation One Stop Management Information System Regional Financial Management Administrator User Manual Version 7 1 2 2 Administration Folder The Regional Administration folder contains the links to the various processes that allow the Regional Administrator to maintain all user Region and program information Clicking on the link will enable the user to be redirected to the respective process The Regional Administration folder contains the links to the various processes that allow the Region Financial Administrator to m
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