Local Financial System (IFIS)

Campus maintained local financial system.

SD uses a very different Full Accounting Unit and Chart of Accounts structure than used in Base.

Extensive changes to many programs and data formats.

Additional Local Data Elements

Implement and support additional local data elements.

Additional data elements were added to support interfaces to local systems and local reporting requirements.

Medium impact to EDB, online screens, Edit/Update complex.

Local Description of Service (DOS) Codes

Accommodate local DOS codes.

Most local DOS codes were added to support local structuring of MedComp and GenComp plans in the School of Medicine

Minor impact.

Post Authorization Notification (PAN)

Several changes, including a special maintenance mode for Notification Distribution Classification (NDC) codes, modification of some triggers, and local PAN message formatting.

To enhance and extend PAN services, especially in the presentation of Appointment/Distribution notifications. Also, expanded and refined trigger criteria.

Medium impact, involving replacement of several formatting modules and alteration of several standard modules.

Production Control

Several minor changes.

To accommodate local production control features.

Addition of control report data elements, print file, and collection/formatting program code of a large number of programs.

Print formatting and distribution

Implement special report distribution organizations and features.

Report formats and ordering altered to support local Vice-Chancellor and Timekeeper structures.

Minor/medium changes to a small number of programs.

W-2 Processing

Add special W-2 confirmation report.

Minor additions to W-2 report process to expedite final reviews.

Minor change to one program.

Expense Distribution File

Add Expense Distribution file.

Expense distribution file contains one record for each line of Distribution of Payroll Expense (PPP530) report. Extensively used by campus organizations as only source of full payroll expense cost detail.

Medium additions to one program (PPP530).

Local Payroll Transaction Subsystem

Local time collection subsystem which consolidates most time entry onto one standard timesheet form.

Supports local time-collection system. Expedites and simplifies collection of time-data from campus timekeepers, decreasing time required, and increasing accuracy.

Minor changes to several base programs. Addition of local front-end transaction collection system. A new client/sever online process to this subsystem is currently under development to be used in lieu of base Online Timesheet subsystem.

Online Print support

Accommodate local printing conventions and practices.

Accomodation for local online printing environmemt.

Minor changes to several online modules.

THF/ORCA/Rush Check

Enhancements and accommodations of local practices.

Correction of several base bugs/weaknesses pending receipt of corrections from UCOP. Added edits and entry convenience features.

Various small changes to several modules in the three subsystems.

Local ID

Implement local name-order-based ID assignment and lookup.

Adaption of id-assignment subsystem to accomodate local 6-digit name-order id convention.

Minor adaptation/extension of IID subsystem to local convention, as provided for in that module.

Online Security

Local online security requirements.

Accomodation of ARSM to accomodate local security guidelines and to interface effectively with TopSecret MVS security manager.

Medium alterations/additions to ARSM subsystem and related modules.

Leave Accounting/Reporting

Local leave accounting subsystem.

Supports extensive employee and departmental retroactive hours and financial adjustments and reporting in conjunction with local time-collection system.

Addition of local subsystem and disabling of UCOP system. Note: UCSD is in the process of abandoning this local system and upgrading the base leave system to accomodate extended reporting and financial retroactivity.

Merit Processing

Local Staff Merit Increase Reporting subsystem.

Increases efficiency and ease of collecting merit awards from campus departments. Gives immediate budget impact to departments as they enter awards and enhances immediate review and oversight at Vice-Chancellor and campus levels. Also increases accuracy of input.

Addition of local subsystem. Base merit process not used.

Tuition Remission

Local graduate student tuition remission system.

Supports local tuition remission program.

Addition of small subsystem. Base remission subsystem not used.

Data Warehouse Extracts

Extract processes to support local data warehouse databases.

Makes static, change, and historical EDB information available to campus community in a form that may be easily used without the need to exercise overly sophisticated or costly inquiries.

Addition of local subsystem.

Local Checks and Surepay Advice Forms

Support of local paycheck and Surepay advice forms.

Supports rapid and accurate production of laser-printed paychecks and Surepay advice forms in a direct-mail form with a minimum of handling.

Significant changes to two programs.

Work/Study Cap Setting from Financial Aids System

Interface to directly maintain student employee work/study award limits by local financial aids system.

Guarantees control by financial aids office and proper synchronization between two systems. Reduces workload involved in manual dual-maintenance.

Addition of small local subsystem.

Costing Changes

Changes to rules for costing and staffing reports and extracts.

Implements local practices in representing FTE for staffing lists and general costing

Minor changes to several costing programs and addition of several local additional reports.

IAP Assessment/Payment Report Expansion

Additional/extended IAP reporting implemented.

To support reporting of IAP assessment and payment at Vice-Chancellor, department, and other useful levels.

Addition of local reports based on existing local expense distribution data resources.