2.0 SYSTEM OVERVIEW
2.1 Selecting Populations
2.2 Developing Costing Parameters
2.3 Running Reports
2.4 Range Adjusting Ruleset Rates
2.5 Maintaining System Tables
3.0 ACCESSING THE SYSTEM
3.1 Access to the Costing System
3.2 Start-up
3.3 Adding a Population
3.4 Adding Rulesets
3.5 Organizing Rules
3.6 Adding Rules
3.7 Applying Rules
3.8 Range Adjusting Ruleset Rates
3.9 Access to the Menu Bar
3.9.1 System
3.9.2 File
3.9.3 Edit
3.9.4 Calculate
3.9.5 View
3.9.6 Report
3.9.7 Help
3.10 On-line Help
3.11 Exit from the Costing System
4.0 UPDATING TABLES
4.1 General Fund Table
4.2 Linkage Code/Key Class Table
4.3 Population Groups
Staff in Labor Relations and Compensation Programs produce a number of reports in preparation for recommending wage packages and costing proposals for collective bargaining with represented employees, and range adjustments for non-represented employees. The reports include both demographic studies and cost projections.
The Costing System was designed to provide a flexible and efficient means of producing standardized reports which contain consistent information derived according to the same rules and commonly understood definitions. The system ensures that 'Costing' is done the same way by different departments and/or people with the goals of improving the negotiating climate, responding better to data requests from employee organizations, improving communication in the meet and confer process, and significantly reducing the number of ad hoc requests.
The Compensation Programs Unit and Office of Labor Relations submitted recommendations for automating Costing processes to the Advisory Group on Information Systems and Computing during the Spring of 1989. Development of the system was undertaken during 1991-92 and implemented in Spring 1992.
The Costing System is a menu-driven PC system which is written in FOXPRO, a database management system. It is designed to run in a stand-alone manner on individual IBM PC's, Model 50 or higher. The system software must be installed on each user's PC by ISAS, and population group data are made available on a monthly basis on diskette to a primary contact in each user office.
While Costing System users do not need to know any programming language, they do need to understand principles of UC personnel, payroll and compensation structure, collective bargaining relationships, range adjustment processing, relationships of data in the Corporate Personnel System (CPS) to data in the University Title Code System, and how to apply costing transactions to the data.
Costing, as it has been implemented in the system, consists of the following functions:
The system allows users to project costs for the following pre-defined populations of employees:
Data for these pre-defined population groups are extracted and downloaded from CPS on a monthly basis by the System Administrator in Information Management. This data is made available to user offices on diskette. The extract process summarizes individual employee data at the title code level so that it can be processed on a PC. Prior month CPS databases (containing final data) are used as the source for every month of the year except July, at which time the current month database (containing preliminary data) is accessed and FTE are projected through month end. July is treated differently in order to make July merit data available in time for Nurse bargaining costing, which normally takes place in October.
In extracting the population data from CPS, the following specifications apply:
2.2 Developing Costing Parameters
For each population selected, users may create an unlimited number of costing scenarios called rulesets. Individual costing transactions called rules are combined with target percentages to comprise a ruleset. A rule basically specifies how a given increase or decrease will be applied against a bargaining population.
Adding rulesets consists of selecting a Population and Cycle, designating Type of Costing (Base-building or Lump Sum) and entering Description and optional Target Percentages for Total University and/or individual Campuses. Adding rules consists of choosing a Grouping Type (such as Linkage or CTO), designating specific values for the groupings, choosing an Amount Indicator, entering an increase Amount, entering a Priority, and selecting a Step Indicator as well as Campus Location for which proposed increases will be applied.
The last step in developing costing parameters is initiating costing calculations as defined by the rules and ruleset information which you have created, that is, "applying" the rules.
The Costing System has the following features related to processing rules and rulesets:
Users may produce the following categories of reports from the Costing System:
There are also a series of demographic reports which Costing users need but which cannot be produced from the Costing System itself. The following demographic reports are produced automatically and directly from the Corporate Personnel System:
2.4 Range Adjusting Ruleset Rates
Because a range adjustment often becomes effective while costing bargaining is in progress, or a range adjustment may occur before a needed CPS cycle becomes available, users may permanently increase the computed annual pay in rulesets by the range increase amounts, and export the results onto diskette for later use or for sharing with others. See section 3.8 for details.
The Costing System contains several tables which include:
The General Fund Table and Population Groups are defined at the point of extraction from CPS, while the Key Class Table (i.e., Linkage Names) resides within the Costing System itself. Users may initiate modifications to these tables by notifying the Costing System Administrator in Information Management.
3.1 Access to the Costing System
To access the Costing System, type "COSPROD" from the DOS prompt. FOXPRO copyright information will appear as the system is being loaded.
If you have not yet created any rulesets, you will see the following START-UP Window:
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Start-up No ruleset exist. Select one.
Figure 1. START-UP Window |
If you have already created rulesets, you will first see the SELECT A RULESET Screen (see section on ADDING RULESETS).
To choose an option on the START-UP Window:
Keyboard press Up or Down Arrow keys to select, then press Enter. Mouse point to desired option and click.
If you select VIEW POPULATIONS and no populations exist, the system will reply
"No populations exist . . . please add."
You will next see the CONFIRM A-DISK Window which will ask
"Is Costing diskette inserted in drive A?"
The system is referring to the diskette which you receive monthly containing all Costing populations for a specific cycle.
To respond:
Keyboard press Left or Right Arrow keys to select, then press Enter. Mouse point to desired option and click.
This window will serve to remind you to insert into your A-drive the Costing Population diskette for the cycle you have chosen.
If you select ADD RULESET and no populations exist, the system will reply
"No populations exist. Cannot add ruleset."
Simply return to VIEW POPULATIONS and proceed with adding a population.
If you select EXIT, you will be able to exit the system at this point.
Adding a population consists of selecting a Population and entering the Cycle from the Costing Population diskette which you have inserted in your A-drive. Now that you have inserted the diskette in your A-drive, you will next see the following ADD POPULATION/CYCLE Window:
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Add Population/Cycle
Figure 2. ADD POPULATION/CYCLE Window |
Note that the Population field on this window is surrounded by left and right carets. (i.e., < >) Any fields surrounded by carets allow you to view all possible values and make a selection.
Costing System Populations include:
To view and select a POPULATION
Keyboard press Space Bar to view selections, press Up or Down Arrow keys or Page Up or Page Down keys and stop at desired selection, then press Enter Mouse point to field within carets and click to view selections, point at Up or Down arrows as necessary and click, point at desired selection and click, then point at Enter and click.
CYCLE is a five character field where the first 3 characters are alphabetical and represent Month and the last 2 characters are numeric and represent Year (i.e., NOV91). Note that the Cycle field on this window is surrounded by brackets. You may enter data in any field surrounded by brackets. Type in the desired Cycle.
To add your Population and Cycle:
Keyboard press Enter Mouse point to Enter and click
The system will respond
"Are you sure you want to add this population?"
To respond:
Keyboard press Left or Right Arrow keys to select, then press Enter Mouse point to desired option and click.
If you answer yes, the system will then respond
"Adding population . . . please wait."
If you have entered a Cycle not on the diskette, the system will respond
"Population not on diskette."
Simply go back to the Cycle field and correct.
When the system has finished adding the population, you will next see the following screen:
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View Populations
Figure 3. VIEW POPULATIONS |
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You may scroll through this list by moving the (red) bar with the Up or Down Arrow keys or you may search for a specific entry by typing in the first characters of Population as desired. For example, 'EU' will search for any Uncovered Patient Care Technical populations which you have added to the Costing System. Pressing the Delete key ends the search; pressing Backspace deletes characters from the search string.
Note the F key functions at the bottom of the screen which allow you to scroll forward or backward in the list, scroll to the top or bottom of the list, add more populations (F5), delete existing populations (F6), access on-line help (F1), or return you to the START-UP Window. To operate the F key functions:
Keyboard press Enter, Page Up, Page Down, Home, End, or appropriate F keys Mouse point to desired function and click
When you have finished viewing your populations, you will want to return from the VIEW POPULATIONS Screen to the START-UP Window. To return to the START-UP Window:
Keyboard press Enter Mouse point to Enter at bottom of screen and click
A ruleset is a group of costing parameters or rules which may be combined with optional target percentages. Adding rulesets consists of selecting a Population, and entering a Cycle (MMMYY), Type (base-building vs lump sum), Description (up to 25 characters), and Target Amount Percentages (Universitywide vs Campus). Your population must be loaded before you can add a ruleset.
From the START-UP Window, select ADD RULESET. You will next see the following ADD RULESET Window:
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Add Ruleset
Figure 4. ADD RULESET |
Press F2 to verify populations and cycles already added and to select one from the list.
To view and select a POPULATION:
Keyboard press Space Bar to view selections, press Up or Down Arrow keys or Page Up or Page Down keys and stop at desired selection, then press Enter Mouse point to field within carets and click to view selections, point at Up or Down arrows as necessary and click, point at desired selection and click, then point at Enter and click.
Costing System Populations include:
Type in the desired CYCLE in the format MMMYY (e.g., NOV91) and press the Tab key.
To view and select a TYPE (base-building vs lump sum):
Keyboard press Space Bar repeatedly to view selections, stop at desired selection and press Tab or Right Arrow key. Mouse point to field within carets and click repeatedly to view selections, stop at desired selection and point at next field and click.
A Lump Sum will be an annual dollar amount applied against monthly FTE. A Base-building increase will be a percentage or hourly dollar increase that is to be applied against the annual pay.
Type in the desired DESCRIPTION (up to 25 characters) and press the Tab key.
Type in the desired optional UNIVERSITY TARGET AMOUNT PERCENTAGE. There is no need to space over to where the first number belongs. Begin typing in the first column and be sure to type in the decimal point. Then press the Tab key.
Type in the desired optional CAMPUS TARGET AMOUNT PERCENTAGE at the desired location. The system will automatically tab to the next location if you type two numbers after the decimal point.
To add your Ruleset:
Keyboard press Enter Mouse point to Enter and click
The system will respond
"Are you sure you want to add this ruleset?"
To respond:
Keyboard press Left or Right Arrow keys to select, then press Enter. Mouse point to desired option and click.
If you answer yes, the system will then respond
"Adding ruleset . . . please wait."
If you have entered a cycle and population which is not available, i.e., which you have not yet added, the system will respond
"Population not available."
Simply go back to the cycle field and correct it, or return to the START-UP Window and add the desired population and cycle if it has not been added (see Section 3.3 on ADDING POPULATIONS).
When the system has finished adding the ruleset, you will see the following screen:
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Select a Ruleset
Figure 5. SELECT A RULESET |
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You may scroll through this list by moving the (red) bar with the Up or Down Arrow keys or you may search for a specific entry by typing in the first characters of the Population as desired. For example, 'EU' will search for any Uncovered Patient Care Technicals for which you have already added rulesets to the Costing System. Pressing the Delete key ends the search; pressing Backspace deletes characters from the search string.
Note the F key functions at the bottom of the screen which allow you to scroll forward or backward in the list, scroll to the top or bottom of the list, add more rulesets (F5), delete existing rulesets (F6), copy existing rulesets (F7), modify existing rulesets (F9), access on-line help (F1), access the MENU BAR (F10) at the top of the screen (see section on MENU BAR), or add or modify rules. Please note that copying or deleting of rulesets will result in all rules for a ruleset being copied or deleted as well.
To operate the F key functions:
Keyboard press Enter, Page Up, Page Down, Home, End, or appropriate F keys. Mouse point to desired function and click.
To save storage space, you may delete populations after rulesets are added for those populations. To delete or add populations from the SELECT A RULESET Screen, see FILE section on MENU BAR.
To exit the Costing System from the SELECT A RULESET Screen, see SYSTEM section on MENU BAR.
When you have finished viewing your rulesets, you may proceed with adding rules.
A rule is an individual costing transaction which will be applied and calculated against the bargaining population's data. The Costing System automatically assigns a sequence and a priority number to each rule which you enter. Priority number is always 10 times the sequence number (e.g., priority is 10 for sequence number 1), and is always assigned in increments of 10 so that users may re-prioritize existing rules as necessary. When you initiate the processing of costing calculations (see section on APPLYING RULES) and they are applied to the costing population with which you are working, the Costing System processes them from highest to lowest priority number. For example, a rule with priority 20 is processed before a rule with priority 10. While a title can be included in several rules, (e.g., within its TUC, Linkage, CTO and Location), it is costed by only one of those rules. That is the rule which has the highest priority number. This process imitates UTCS Range Adjustment processing.
Consequently, before you begin entering rules into the Costing System, be sure to first organize your rules so that the largest or most general categories of Selection Type (e.g., linkage) are entered prior to the more detailed categories (e.g., title) which are subsets of the larger categories.
For example, following is a typical scenario in the PCT Unit:
Priority 10, Seq 1, Link 019, 3% at DV
Priority 20, Seq 2, Title 9042, 4% at DV
Priority 30, Seq 3, Link 014, 4% at SD
Priority 40, Seq 4, Titles 9007-9008, 5% at SD
First entered and lowest priority is linkage 019 which applies an across-the-board 3 % increase at Davis. Next entered with a higher priority is title code 9042 with a 4 % increase at Davis. Title Code 9042 is a subset of link 019. While title 9042 already received a 3 % increase in the first rule, the second rule will supersede the first rule and take priority over it due to its higher priority number, thus giving title 9042 a 4 % increase. The next two rules relate to link 014 at San Diego - the last rule is a subset of link 014 and thus takes priority due to its higher priority number. However, if you add the following 5th rule:
Priority 50, Seq 5, TUC=EX, 6% at SD DV
this rule will negate the previous 4 rules and take priority over them since it contains the highest priority number and thus it applies an across-the-board 6 % to the entire bargaining unit. If, however, you change the priority number on this 5th rule as follows:
Priority 09, Seq 5, TUC=EX, 6% at SD DV
it will take lowest priority even though it has the highest sequence number and you entered it last. This 5th rule will thus apply a 6 % increase at Davis and San Diego to only any linkages and titles not covered by the other 4 rules.
Once you have entered all your rules, you may want to go back and enter additional rules later on. The Costing System allows you to override the system-assigned priority number. You must first determine where the new rule falls in the scheme of your already-existing rules. For example, if you wish to exclude title 9012 (a subset of link 014) at San Diego, you must assign a priority number higher than 30 in order to have it take priority over link 014 in the 3rd rule, since priority 30 governs all of link 014 in rule # 3. Following is the rule you could enter:
Seq 6, Priority 31, Title 9012, 0 % at SD
In this way, title 9012 at San Diego would have no increase processed.
A rule is an individual costing transaction which will be applied and calculated against the bargaining population's data. Adding rules consists of choosing a Grouping Type (such as Linkage or CTO), designating specific values for the groupings, choosing an Amount Indicator (percent or dollar), entering an increase Amount, entering a Priority (optional), and selecting a Step Indicator as well as Campus Location for which proposed increases will be applied.
From the SELECT A RULESET Screen, press Enter. You will next see the following ADD RULE Screen:
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Add Rule
Figure 6. ADD RULE |
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To view and choose a GROUPING TYPE:
Keyboard press Space Bar repeatedly to view selections, stop at desired selection and press Tab or Right Arrow key. Mouse point to field within carets and click repeatedly to view selections, stop at desired selection and point at next field and click.
Costing System Grouping Types include:
Note that brackets will appear next to appropriate Value fields as you view Grouping Types.
Type in the desired VALUE. Be sure to fill in Values 1 and 2 as necessary.
To view and choose an AMOUNT INDICATOR (percent vs dollar):
Keyboard press Space Bar repeatedly to view selections, stop at desired selection and press Tab or Right Arrow key. Mouse point to field within carets and click repeatedly to view selections, stop at desired selection and point at next field and click.
Type in the desired AMOUNT. There is no need to space over to where the first number belongs. Begin typing in the first column and be sure to type in the decimal point. You may enter either a positive or negative number. Then press the Tab key. When creating a rule which excludes some portion of the population, enter 0.00 in the Amount field. When entering a dollar rather than percentage, the amount must be hourly for a Base Building ruleset and annual for a Lump Sum ruleset.
Type in the desired PRIORITY number (maximum of 4 characters) if you wish to change the priority number assigned by the Costing System. See section on ORGANIZING RULES. Next press the Tab key.
You may cost employees at maximum salary step separately and differently from those employees below maximum step. To select STEP INDICATOR:
Keyboard press Left or Right Arrow keys, stop at desired selection and press Space Bar. Then press Tab key. Mouse point to field within parentheses and click to select. Point at next field and click.
The system will default to ALL STEPS if you bypass this field.
To select LOCATION CODE:
Keyboard press Left or Right Arrow keys, stop at desired selections and press Space Bar. Mouse point to field within brackets and click to select.
If you select ALL, the system will then check bracketed boxes for each location.
To add your Rule:
Keyboard press Enter Mouse point to Enter and click
The system will respond
"Are you sure you want to add this rule?"
To respond:
Keyboard press Left or Right Arrow keys to select, then press Enter. Mouse point to desired option and click.
When the system has finished adding the rule, you will see the following screen:
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Select a Rule
Figure 7. SELECT A RULE |
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You may scroll through this list by moving the (red) bar with the Up or Down Arrow keys or you may search for a specific entry by typing in the Priority Number as desired. Pressing the Delete key ends the search; pressing Backspace deletes characters from the search string.
Note the F key functions at the bottom of the screen which allow you to scroll forward or backward in the list, scroll to the top or bottom of the list, add more rules (F5), delete existing rules (F6), copy existing rules (F7), modify existing rules, access on-line help (F1), apply rules (F8), or access the MENU BAR (F10) at the top of the screen (see section on MENU BAR).
To operate the F key functions:
Keyboard press Enter, Page Up, Page Down, Home, End or appropriate F keys. Mouse point to desired function and click.
When you have finished entering and viewing your rules, you may proceed with applying rules.
To exit the Costing System from the SELECT A RULE Screen, see section on MENU BAR.
Once you have completed entry of your rules, you must initiate processing of costing calculations prior to running any of the various Costing reports.
Rules must be re-applied everytime you modify, copy, delete or add rules, or change rulesets.
To apply rules from the SELECT A RULE Screen:
Keyboard press F8 Mouse point to F8 and click
The system will respond
"Preparing to apply rules . . . please wait."
Next you will see the APPLY RULES Window which will reflect the speed and progress of the rule calculations.
When the system has finished applying rules, the APPLY RULES Window will disappear and the system will respond
"Rules have been applied."
To apply rules from the SELECT A RULESET Screen, see CALCULATE section on MENU BAR.
You may now proceed with running Costing Reports.
3.8 Range Adjusting Ruleset Rates
Because population counts must remain stable, Costing users need to work with one ruleset for the duration of a bargaining process which could last twelve months. A range adjustment often becomes effective while costing bargaining is in progress, or a range adjustment may occur before a needed CPS cycle becomes available, or users may need to determine future costs of phased range adjustments, thus necessitating that users be able to permanently adjust ruleset annual pay as described below. When ruleset annual pay is permanently increased, the system adds the projected cost to the current annual pay amounts. Please note that only Base Building rulesets may be range adjusted. Do not range adjust a Lump Sum ruleset.
Range adjusting ruleset rates consists of:
When you have completed and verified entry of your ruleset and rules to be range adjusted, you should then copy the ruleset which is to be range adjusted.
To copy your ruleset from the SELECT A RULESET Screen:
Keyboard press Up or Down Arrow keys to select ruleset, then press F7. Mouse point to desired ruleset and click, point at F7 and click.
The system will respond:
"Are you sure you want to copy this ruleset?"
To respond:
Keyboard press Left or Right Arrow keys to select, then press Enter. Mouse point to desired option and click.
The system will reply:
"Copying ruleset...please wait."
When the system has finished copying the ruleset, you will next see the SELECT A RULESET Screen which will now reflect two occurrences of the same ruleset.
To initiate processing of the ruleset range adjustment, first select on the SELECT A RULESET Screen the ruleset to be range-adjusted. Then:
Keyboard press F10 to access MENU BAR, type C to move to the CALCULATE topic, then arrow down to RANGE ADJUST and press Enter. Mouse point to CALCULATE on the MENU BAR and click, then point to RANGE ADJUST and click.
The system may remind you as follows to re-apply your rules:
"Rules should be re-applied (ruleset has been changed, or rules have been added or changed). Do you wish to re-apply rules now?"
To respond:
Keyboard press Left or Right Arrow key to select, then press Enter. Mouse point to desired option and click.
If your answer is no, then the system will prevent the range adjustment from proceeding. When the system has finished re-applying rules, it will return you to the CALCULATE area of the MENU BAR. Select the RANGE ADJUST option and the system will confirm initiation of range adjustment as follows:
"Have you made a copy of the ruleset to be range-adjusted? If so, do you want to proceed with the range adjustment?"
To respond:
Keyboard press Left or Right Arrow key to select, then press Enter. Mouse point to desired option and click.
You will next see the RANGE ADJUSTMENT INFO Window on which the system will allow you to enter an 8 character comment to describe the range adjustment. Then press Enter to proceed with range adjustment processing.
The system will reply:
"Range adjusting pop/cycle...please wait."
Then:
"Population/cycle has been range adjusted."
The system will return you to the SELECT A RULESET Screen which will now reflect the date and 8 character comment next to the range adjusted ruleset.
To confirm range adjustment results, you should produce various reports from the just-adjusted ruleset as well as from the un-adjusted ruleset copy. You will want to compare the annual pay differences between the two rulesets to confirm that the range adjustment was processed as you intended. When you are satisfied that the range adjustment was successful, you may delete the un-adjusted ruleset copy.
If you wish to copy your range adjusted ruleset onto diskette for later use or to share with others, you may do so now. To export the range adjusted ruleset onto diskette:
Keyboard press Up or Down Arrow to select ruleset, press F10 to access MENU BAR, press Enter to view options under SYSTEM topic, then arrow down to EXPORT RANGE ADJ and press Enter. Mouse point to desired ruleset and click, point to SYSTEM on the MENU BAR and click, then point to EXPORT RANGE ADJ and click.
You will next see the CONFIRM A-DISK Window which will ask:
"Is a formatted output diskette inserted in drive A?"
To respond:
Keyboard press Left or Right Arrow key to select, then press Enter. Mouse point to desired option and click.
The system will then ask you to CONFIRM EXPORT as follows:
"Are you sure you want to export range adjusted population/cycle?"
To respond:
Keyboard press Left or Right Arrow key to select, then press Enter. Mouse point to desired option and click.
The system will reply:
"Exporting range adjustment...please wait."
Then:
"Export done."
This diskette is exactly the same in format and contents as the population/cycle diskettes which you receive on a monthly basis, except that instead of containing every costing population, it contains only the population/cycle which you have range adjusted.
The MENU BAR is the horizontal area at the top of the Costing Screens which makes it easy for you to navigate to major functions of the Costing System.
You may access the MENU BAR from the SELECT A RULESET Screen or the SELECT A RULE Screen.
To run functions in this section:
Keyboard press Up or Down Arrow key to select ruleset, press F10 to access MENU BAR, then arrow down to select function or type highlighted letter to select function, then press Enter. Mouse point to desired ruleset and click, point to SYSTEM on the MENU BAR and click, then point to desired function and click.
To run functions in this section:
Keyboard press Up or Down Arrow key to select ruleset, press F10 to access MENU BAR, type F to move to the FILE option, then arrow down to select function or type highlighted letter to select function, then press Enter. Mouse point to desired ruleset and click, point to FILE on the MENU BAR and click, then point to desired function and click.
To run functions in this section:
Keyboard press Up or Down Arrow key to select ruleset, press F10 to access MENU BAR, type E to move to the EDIT option, then arrow down to select function or type highlighted letter to select function, then press Enter. Mouse point to desired ruleset and click, point to EDIT on the MENU BAR and click, then point to desired function and click.
To run functions in this section:
Keyboard press Up or Down Arrow key to select ruleset, press F10 to access MENU BAR, type C to move to the CALCULATE option, then arrow down to select function or type highlighted letter to select function, then press Enter. Mouse point to desired ruleset and click, point to CALCULATE on the MENU BAR and click, then point to desired function and click.
This section contains the following reports and functions which may be viewed on the screen. Target Projection and Costing reports may also be printed.
To run reports and functions in this section:
Keyboard press Up or Down Arrow key to select ruleset, press F10 to access MENU BAR, type V to move to the VIEW option, then arrow down to select report/function or type highlighted letter to select report/function, then press Enter. Mouse point to desired ruleset and click, point to VIEW on the MENU BAR and click, then point to desired report/function and click.
This section contains the following reports which may only be printed and cannot be viewed on the screen:
To run reports in this section:
Keyboard press Up or Down Arrow key to select ruleset, press F10 to access MENU BAR, type R to move to the REPORT option, then arrow down to select report or type highlighted letter to select report, then press Enter. Mouse point to desired ruleset and click, point to REPORT on the MENU BAR and click, then point to desired report and click.
The system will respond:
"Are you sure you want to print this report?"
To respond:
Keyboard press Left or Right Arrow key to select, then press Enter. Mouse point to desired option and click.
The system will reply:
"Preparing report...please wait."
Then
"Report printed."
Reports will print on your PC printer.
This section contains on-line HELP windows for the following MENU BAR functions:
To access functions in this section:
Keyboard Press F 10 to access MENU BAR, type H to move to the HELP option, arrow down to select function or type highlighted letter to select function, then press Enter Mouse point to HELP on the MENU BAR and click, then point to desired function and click.
See section on On-line HELP for details on navigating HELP screens.
On-line HELP windows provide users with information about a specific Costing system function. This information is an abbreviated version of what appears throughout this user manual.
HELP windows are accessible from any screen that has "F1=HELP" as an F key function, and are also accessible from the HELP topic of the MENU BAR.
HELP windows are not full-size windows and may be enlarged to full size as follows:
Keyboard press CTRL + F10. To return the window to its original size, press CTRL + F10 again. Mouse point to zoom control box (triple bar in upper right hand corner of help window) and click. To return the window to its original size, click again on the zoom control box.
To scroll through HELP windows:
Keyboard press Up/Down arrowkeys or Page Up/Page Down keys Mouse point to the Up/Down arrowkeys on the scroll bar (upper right hand or lower right hand corner of help window) and click.
Each HELP window also has the following options:
To exit from on-line HELP screens, press the Escape key.
3.11 Exit from the Costing System
To exit the Costing System from the START-UP Window:
Keyboard press Down Arrow key to select EXIT, then press Enter Mouse point to EXIT and click.
To exit the Costing System from either the SELECT A RULESET Window or the SELECT A RULE Window:
Keyboard press F 10 to navigate to the SYSTEM topic on the MENU BAR, press Enter to view SYSTEM options, then press Enter Mouse point to SYSTEM on the MENU Bar and click, then point to EXIT and click.
Caution: Never reboot your PC while using the Costing System. Doing so will corrupt your Costing files and make them unusable. Always exit the system the normal way as described above.
This table reflects the portion of each of several fund groups which is directly or indirectly state-funded. The Costing System distributes pay and FTE among fund sources in the monthly population extract files.
The Compensation Programs designee will notify the Costing System Administrator in Information Management of any updates to this table.
Monthly extracts will reflect table values which exist at the time of extract creation. Pay and FTE cannot be retroactively redistributed. For example, if Information Management is notified of fund source changes prior to producing a November population extract, then November will contain new values while October will continue to reflect old values.
Following is a list of Fund groups and their corresponding fund source percentages:
| FUND GROUP | % STATE | % HOSP | % OTHER | |
| ------------------- | ------ | --------------- | --------------- | ---------------- |
| Teaching Hospital | - BK | 1.0000 | ||
| Teaching Hospital | - DV | 0.0540 | 0.9460 | |
| Teaching Hospital | - IR | 0.0507 | 0.9493 | |
| Teaching Hospital | - LA | 0.0457 | 0.9543 | |
| Teaching Hospital | - SD | 0.0578 | 0.9422 | |
| Teaching Hospital | - SF | 0.0645 | 0.9355 | |
| Neuropsych Inst | - SF | 0.3586 | 0.6414 | |
| Neuropsych Inst | - LA | 0.5964 | 0.4036 | |
| Dental Clinic | - LA | 0.5290 | 0.4710 | |
| Dental Clinic | - SF | 0.7368 | 0.2632 | |
| Other Fund | - | 1.0000 | ||
| Plant Services | - BK | 1.0000 | 0.0000 | |
| Plant Services | - DV | 0.6126 | 0.3874 | |
| Plant Services | - IR | 0.4985 | 0.5015 | |
| Plant Services | - LA | 0.6164 | 0.3836 | |
| Plant Services | - RV | 0.5663 | 0.4337 | |
| Plant Services | - SD | 0.4137 | 0.5863 | |
| Plant Services | - SF | 0.4849 | 0.5151 | |
| Plant Services | - SB | 0.9525 | 0.0475 | |
| Plant Services | - SC | 0.5253 | 0.4747 | |
| General Fund | 1.0000 | |||
| SSAGENL Fund | 1.0000 | |||
| SSAREST Fund | 1.0000 |
4.2 Linkage Code/Key Class Table
This table reflects all Linkage Codes and Key Class Names which are used in the Costing System. Linkage Code names appear on many of the Costing Reports. Users may print the contents of the Key Class Table at any point (see REPORT section of MENU BAR).
The Compensation Programs' designee will notify the Costing System Administrator in Information Management of any updates to this table. Information Management will load updated versions of this table for each user.
All reports and views will reflect Key Class Names which are most currently in effect. The Linkage Code structure is not applicable to Executive and MAP titles.
Following is a list of Linkage Codes and their corresponding names:
Link
CodeLinkage Name
----------------------------------
001 Senior Clerk
002 Secretary II
003 Key Entry Operator
004 Sr Word Proc Specialist
005 Sr Admitting Worker
006 Hosp Med Transcriber
007 Administrative Asst III
008 Library Assistant II
009 Public Safety Dispatcher
010 Assistant II
011 Sr Hospital Assistant
012 Sr Vocational Nurse
013 Electrocardiographic Tech
014 Radiologic Technologist
015 Reg Respiratory Therapist I
016 Hospital Unit Serv Coord III
017 Pharmacy Assistant I/II
018 Medical Records Technician
019 Sr Electronics Tech - Med Fac
020 Registered Dietetic Technician
021 Press Operator
022 Library Bookbinder
023 Prepress Technician B
025 Edition Bookbinder
026 Dietitian I
027 Clin Lab Technologist
028 Staff Pharmacist I
029 Clinical Social Wkr II
030 Psychologist II
031 Physical Therapist I
032 Sr Nuclear Med Technologist
033 Physical Therapy Assistant II
035 Optometrist
036 Maintenance Carpenter
037 Maintenance Electrician
038 Physical Plant Mechanic
039 Sr Physical Plant Mechanic
040 Physical Plant Operator, Sup
041 Sr Physical Plant Mechanic
042 Physical Plant - (A)
043 Physical Plant - (B)
044 Steam Operating Engineer
045 Maintenance - (A)
046 Maintenance - (B)
047 Maintenance - (A)
048 Maintenance - (B)
049 Maintenance - (A)`
050 Maintenance - (B)
051 Maintenance - (A)
052 Maintenance - (B)
053 Physical Plant Mechanic
055 Sr Wardrobe Technician
056 Clinical Nurse II
057 Nurse Practitioner II
058 Nurse Anesthetist
059 Per Diem Nurse
060 Administrative Nurse III
061 Police Officer
066 Staff Research Associate II
067 Staff Research Associate IV
071 Storekeeper
072 Sr Custodian
073 Cook
074 Sr Food Service Worker
075 Groundskeeper
076 Sr Auto Equip Operator
077 Automotive Technician
078 Sr Bldg Maintenance Worker
079 Sr Reprographics Technician
080 Parking Representative
081 Computer Operator
082 Artist
083 Electronics Technician
090 First Officer
091 Recreation Supervisor
092 Analyst
093 Accountant
094 Programr/Analyst II
095 Assoc Development Engineer
096 Associate Physician
097 Buyer II/IV
098 Mgmt Services Officer I/III
099 Student Affairs Officer I/III
101 Writer/Editor
102 Assoc Architect .pf
New population groups may be added to the Costing System by submitting a service request to Information Management.
Simple modifications to existing population groups may be effected by notifying the Costing System Administrator in Information Management.
Following are specifications of current Costing System population groups (all groups except last 3 are Staff only):