Transcript OptiSpool

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OptiSpool
Educational Technology Services
OptiSpool Team
Brian Sullivan, James Boggess, Virgil Cruz
Training Provided by
ETS
Customer Support Team
What is OptiSpool?
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OptiSpool is a centralized web server that
allows users to view, search and print report
files via their web browser application.
SBBC is implementing OptiSpool as an
alternative to printing, copying, and manually
distributing computer generated “reports.”
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Why is SBBC Implementing
OptiSpool?
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Stakeholders request
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CELT Analysis indicated Principals needed
to receive their financial reports in a more
efficient manner
Pilot tested by Budgetkeepers’ Committee
and various departments
Improve the reporting process
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Improving the Process
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Current Process
End-of-Month (EOM)
reports are
generated
ETS runs reports
ETS bursts reports
ETS collates reports
Pony trucks deliver
EOM to schools &
departments
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OptiSpool Process
 End-of-Month reports
are generated
 ETS posts reports on
OptiSpool server
 Sites have immediate
access to data
 Individuals choose to
print information as
needed
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What will the results be?
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Results –
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Immediate access to reports
Ability to view data as needed and print only
what is necessary for each individual
Savings in resources to district
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Dollars
People
For EOM Financial Reports estimated savings in
time is approximately 8-10 business days
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SBBC Implementation Plan
OptiSpool will provide immediate access to
other sources of information
Immediately – MSA Financial Reports*
FY5 – SAP Reports
FY5 – TERMS Reports
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*A matrix of specific reports is available on the
OptiSpool website
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Implementation Timelines
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August 31, 2004
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October 2004
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End of Month Financial Reports
ETS upgraded OptiSpool server
software
October – November 2004
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Parallel testing for EOM
Financials
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Basic Features
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Receive archived files immediately upon
creation
Exact format as on paper
Skip to the exact page you wish to see
Print any page or pages
Attach notes to report pages
Search for information from spool files
Security
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Accessing OptiSpool
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Site User ID and Password
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Reports specific to User ID
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ID & Password same for all site users
Limits access to reports for that location
45-day Password Expiration
Times Out when idle for 10 minutes
Locks after 3 unsuccessful log in attempts
Web address web/optispool
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Currently available Intranet Only
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System Requirements
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Internet Explorer
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Netscape is not supported at this time
Does not work with Pop-up Blockers
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PC – IE 5.5 or higher
Mac – OS 9.0, IE 5.1.7 or higher
See your TLC to delete temporary Internet files
Site User ID and Password (supplied by ETS)
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Getting Started
Site User ID = SP0155350
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SP01 + 4-digit Org Unit # + School Type
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(District-based type will be 0, Elementary – 1,
Middle – 2, etc.)
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Initial Password = Same as User ID
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Sign In
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Enter site User ID and Password into
the fields provided then click the Sign in
button to view your File Selections
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Column Description
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Reports display in *Date (archive date) order
Column Headings: *Folder, File Name, User ID,
Date Pages (total # of pages in the report), User
Data - the storage location of the archived spool file,
Form Type, and *Extract Description– the
description of the report.
*Most Important Fields
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Navigation: Filter Date
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Filter Date
is used to set the date range of files to be
displayed in the File Selection window.
When a Filter Date is set, any files that were
created prior to the selected Filter Date will
not be displayed.
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Navigation: Refresh - Query
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Refresh
use at anytime to refresh the listing within
the File Selection
Query
is used to find old reports and/or narrow
your search. NOTE: When using the Query
function the Filter Date does not apply
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Navigation: Query Values
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Query Operand Values
and Descriptions
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EQ - equals
NE - not equal to
GT - greater than
GE - greater than or equal to
LT - less than
LE - less than or equal to
CT - contains
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File Selection
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Click on any of the files listed in the File
Selection window to display report
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Navigation: Display Window
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Arrows
use to advance to the Next page or go
back to the Previous page
Skip to
Page
use to jump directly to a specific page
number
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Navigation: Attaching Notes
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Note
use to attach a
note to page(s) of
the report via the
Notes composition
window then
submit
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Navigation: Displaying Notes
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“Note
Available”
Displays after the note has been saved
to the page
Notes are visible only on the page on
which it was attached
Click Note Icon to view the message
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Navigating: Notes Window
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Delete Note
To delete a note
highlight the
message, delete
the text, and then
click the Submit
button
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Navigation: Search
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Search
use to locate specific values or information
within a report
Press the Enter key on your keyboard to
begin search
Tip: Re-enter search information for a new
search
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Navigation: Search Results
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Search
results are
highlighted
within the
document
Tip: Search again to display results
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Printing
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Print
click the print icon to open the print
window
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Print the current page or specify the
print range
Limit print jobs to 40 pages each
Click Print to
Continue
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Sign Out
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Sign Out
click sign out button to end and exit
the OptiSpool™ Web session
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OptiSpool Support
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ETS Help Desk 754-321-0411
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Trouble logging in
Resetting/unlocking password
OptiSpool Web page web/optispool
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OptiSpool User Guide
Atomic Learning Tutorials
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