INTERNAL
USER GUIDE

A Guide to running the TimeSmart DA Pooled
Technician Projects, DI Technician Projects and Technician LD Schedule reports

Contents

Page

A

Introduction

.............................................

2

B

Running the reports using Discoverer Plus

2

C

Running the reports using Discoverer Viewer

7

A

Introduction

1.

This
guide explains how to run the following reports using either Discoverer Plus
or Discoverer Viewer:

TimeSMART DA Pooled Technician Projects
Report -
Identifies projects with Directly
Allocated Pooled Technician charging

TimeSMART DI Technician Projects Report - Identifies projects with Directly Incurred
Technician charging

TimeSMART LD Report - Identifies current ICIS Labour
Distribution charging details for Technicians

*  TimeSMART is the College electronic time recording system for Technician grade staff

** ICIS
Labour Distribution is the College
system that determines the percentage of an employee’s salary charged
to department cost centre codes and research project account codes

B

Running
the report using Discoverer Plus

1.

.

To access
Discoverer Plus use the following link (this can be added to your favourites
list).

http://www.icis.ic.ac.uk/disco/dplus.htm

2.

Enter
your College username and password and click on the OK button.

Figure 1

3.

In
the following screen, enter your College username in the User Name field.  Then
click on the Go button.

Figure 2

4.

The Responsibility screen will
appear.  Ensure that your Responsibility is selected as
‘IC FIN’ (IC FIN followed by your username – refer to the
screenshot below).  Then click on
the Continue button.

Figure 3

5.

The Workbook Wizard screen will
appear.  Highlight the Open an existing workbook radio
button.  Then click on the Browse button.

Figure 4

6.

Scroll
down the list of reports until you find the TimeSMART report you require (eitherTimeSMART DA Pooled Technician Projects
Report, TimeSMART DI Technician
Projects Report or Timesmart LD
Report). Highlight the report and click on the Open button.

The same process
can be used to run each report.
In this example, the DA Pooled
Technician Projects Report will be selected.

Figure 5

7.

The Select Value sub screen will
appear.  Select the Department
(cost centre) code that you wish to report on either by scrolling through the
Department list, or entering the Department code in the Search for: field (each Reporter will be restricted to same
Department codes as their ‘IC FIN’ responsibility).  When the correct department has been
selected, click on the OK button.

Figure 6

8.

The Edit Parameter Values sub screen will
appear.  The report must be run on
a selected monthly reporting period basis.  Click on the search torch icon to
display the list of available monthly periods to report from.  Highlight the monthly period that you
need to report on.

Figure 7

9.

When
the required reporting period is displayed in the Report Period*: box, click on the OK button to start running the report.

Figure 8

10.

A
report progress pop up screen will be displayed while the report is running.

Figure 9

11.

The
report will then be displayed (in this example the report data has been
blanked out for security).

Figure 10

12.

To
view further Column Headers and data, scroll to the end of the report and use
the scroll bar to move across to the other columns.

Figure 11

C

Running the report
using Discoverer Viewer

1.

To access
Discoverer Viewer use the following link (this can be added to your
favourites list).

http://www.icis.ic.ac.uk/disco/dview.htm

2.

Enter
your College username and password.
Then click on the OK
button.

Figure 12

3.

The Enter connection details screen will
be displayed.  Enter your College
username in the User Name
field.  Then click on the Go button.

Figure 13

4.

The Responsibility screen will
appear.  Ensure that your Responsibility is selected as
‘IC FIN’ (IC FIN followed by your username – refer to the
screenshot below).  Then click on
the Continue button.

Figure 14

5.

The Worksheet List screen will be
displayed. Scroll down the list of reports until you find the TimeSMART
report (named TimeSMART DA Pooled
Technician Projects Report, TimeSMART
DI Technician Projects Report and
Timesmart LD Report).

Figure 15

Figure 16

6.

Click on the ‘Expand’ button on the TimeSMART Actuals Vs Labour Distribution
Schedule line.

Figure 17

7.

Click
on the underlined ‘Sheet 1’
link to start running the report.

Figure 18

8.

Click on the Report Period search torch icon.

Figure 19

9.

Both reports must
be run on a selected monthly reporting period basis.  You can find the Monthly Period that
you require by entering it in the Search
for field and clicking on the Go
button, or, scroll down the list of Results
and highlight the month and year that you require
and click on the Select button.

Figure 20

10.

The Parameters Needed screen will appear
with the selected reporting period displayed.  Click on the Department search torch icon.

Figure 21

11.

The
Search and Select: Department screen will appear.  Enter the department cost centre code
that you need to report on in the Search
for field and click on Go, or,
select the Department from the Results
list.  Then click on the Select button.

Figure 22

12.

If
your ICIS responsibility allows you access to more than one cost centre code
and you wish to report on all of them, leave the Department box defaulted to
‘ALL’ in the Parameters
Needed screen.  Once the
correct Report Period and Department are displayed in the Parameters Needed screen, click on Go.

Figure 23

13.

The
report Query Progress screen will
be displayed while the report is running.

Figure 24

14.

The
report will then be displayed (in this example the report data has been
blanked out for security).

Figure 25

15.

To
view further Column Headers and data, scroll to the end of the report and
click the Right link.

Figure 26