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        View and Release a Professional Workshop
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1.    or the status is blank and the next pay period dates are  displayed    Unreleasing To unrelease the attendance from a Released status when corrections are   Attendance necessary    Action  gt    Click on the Special Actions icon and select Unrelease    MM65 1 Make the correction  Refer to corrections in Step 5     Review the selected    workshop                   Action ial       Important  Click on the Special Actions icon and select Release        PACS User   s Manual  June  2001 2 11  135          
2.    s number or search and select from the drop down  menu  Refer to    Locate an Employee Using Find    in the Appendix    Amount Enter the amount    Instr ID    Y     if the employee was an instructor of the workshop  otherwise leave    blank           Change information for an employee already posted                    FC C   Empl ID Important  Do not change the data in this field   Amount Change the amount    Instr ID Change if necessary           Remove an employee from the list                             FC D   Empl ID Important  Do not change the data in this field    Amount Do not change the data in this field    Instr ID Do not change the data in this field    Step 7 Repeat step 6 for each employee until you are finished with the displayed    list     Note  Use F2 to copy data from the field directly above the field that the  cursor is on        PACS User   s Manual  June  2001    2 11  128          2 11 Posting Professional Workshops       Action          After you have completed the page  click the Change icon    Important  Do not Page Down or Up before saving  clicking on the  Change icon  the data  If you page down without saving your entries  you  will lose the entered data        The system checks the data for errors  Refer to    Workshop Posting Edits    earlier in this chapter   If there is an error  an error message will be displayed and it will be necessary to correct the error  before continuing  If there is no error  the message     Change Complete     Co
3.  Detail on the  Payroll Attendance Selection screen  From the Professional Workshops  Time Entry screen     2  Scroll through the posted professional workshops using the Previous  and Next icons        MM65 1  Professional Workshop Time Entry screen        Step 5    Delete the workshop           Action          Click on the Delete icon  A warning message shown below will display   To confirm the deletion of the workshop  click on the Delete icon again     Note  Deleting the workshop will delete the workshop and the  workshop   s attendance             To confirm  press Delete again        Step 6    Perform one of the following        To re enter the  workshop    To re enter the workshop and employees  return to the instructions     MM65 1  Create and Post a New Professional Workshop           Return to  Selection Menu    Press F7 and select    Payroll Attendance Selection           Transfer   return to the  Workshop List  Screen    Press F7 and select    Workshop List           Exit Lawson          Click on the    X    on the top right hand corner of the screen or select    Exit     from the File Drop Down menu        PACS User   s Manual  June  2001 2 11  131          2 11 Posting Professional Workshops    MA70 1  Add a Workshop Code    A workshop code and name must exist before a workshop session can be posted  The codes are  stored in a table in the database        Step 1          Transfer to the Course screen  MA70      Press F8  type MA70 1 in the Form ID field  and pres
4. 2 11 Posting Professional Workshops    This chapter provides an overview of the professional workshop posting process followed by  step by step instructions for posting attendance for Professional Workshops to the Payroll  Attendance Collection System  These procedures start from the MM60  Payroll Attendance  Selection  screen  For instructions on how to login and or access the PACS application  please  refer to Chapter 1  3     Login Procedures        Screens Used  MM60 1 Payroll Attendance Selection  MM65 1 Professional Workshop Time Entry  MM65 2 Professional Workshop List  MA70 1 Course    Overview    The purpose of the Professional Workshop time entry is to pay attendees and instructors of  workshops that are provided throughout the year  Currently  this screen is also being used to  post employees that receive the Student Teacher Supervisors    pay     The process of posting Professional Workshops is distinct from the other attendance types  The  timekeeper records the general ledger account number and maintains workshop codes titles as  well as posts the employees    attendance  Each location   s timekeeper responsible for workshop  attendance will have an account number to use when posting attendance  Funds have been  allocated to these accounts for educational workshops     Payroll attendance collection process for Professional Workshops  The general process for posting Professional attendance is     1  At the beginning of the pay period and then throughout the pay p
5. 8 Montgomery Cnty Public Schools  LocatNyo  31614 Dept Staff Devel opment  Pay Period  898888 88 26 08   09 08 00  Position to WKS Code     Start End Rec Gross Status  Date Date Cnt Amt    o FC Code Workshop Title  1  Enter    X     by the K 008 AP Calculus 2 Clicicon Special 24 88 Posting  Taka fe  2228 Algebra Project Actions and Select ap ea eeng       Transfer        WKS               PACS User   s Manual  June  2001 2 11  127             2 11 Posting Professional Workshops       Alternative  Method  to Steps 3 and 4    a   Lap          If you have a small number of workshops posted  you may find this  method is faster for you     1  Enter    X    and click on Detail on the Payroll Attendance Selection  screen  From the Professional Workshops Time Entry screen     2  Scroll through the posted professional workshops using the Previous  and Next icons        MM65 1  Professio    nal Workshop Time Entry screen        Step 5    Position To    To begin the display at an employee other than the first employee on the  screen  enter the employee id     To get a blank screen to enter additional employees  enter the highest  employee id already posted in the Position To field  the last employee  displayed on the last page  for this workshop or enter all 9s           Action    Click on the Inquire icon                                   Step 6 Post employee and the dollar amount as follows    Add a new employee  Enter the following on a blank line    FC A   Empl ID Enter the employee
6. FIS account structure  it will need to  be restructured to fit the HRIS structure and to be able to enter it on the screen  A description of  the translation of the FIS account number to the HRIS account number is provided in the  appendix under the heading    GL Translation     Using that section as a guide  key in the fields as  follows           Company 100    1  field    Accounting Enter the translated accounting unit   or      Unit       ad Click on the drop down menu and then double click or select    Accounting   2    field  Unit      nit      A list of accounting unit numbers will display  Select from the list or use  Find to type in part of the number  See the example in the following box                 PACS User   s Manual  Revised     July 2004 2 11  123    2 11 Posting Professional Workshops    Example    Using 121 for an example ODD    e Click the drop down menu and double click or select    Accounting Unit      Type    F    and the Find box appears     Type 121 in the Acct Unit input field    The list of accounting units will be narrowed down to those for ODD 121   Find the correct number from this shorter list and then double click or select  the accounting unit number                                                        Account Enter the translated account   or      rd   S field  Click on the drop down menu and then double click or select    Account  Number within Account Unit      The resulting list shows the account and sub account that is valid for the  
7. accounting unit  Select the correct account  The Account and sub account  will be filled in   The 3 and 4  fields    l  Account Number within Account Unit  Existing Accounts     Chart of Accounts Cancel     Sub Account If you did not use the drop down when selecting the Account 3  field      4  field  enter the sub account in the fourth field    Step 6 Post employee and the dollar amount as follows    FC A   Empl ID Enter the employee   s id number or search and select from the drop down  menu  Refer to    Locate an Employee Using Find    in the Appendix    Amount Enter the amount as whole dollars or dollars and cents  Do not enter a  dollar sign    Instr ID    Y     if the employee was an instructor of the workshop  This indicator  allows you to mix the attendees and the instructor in the same workshop  session  Instructors and attendees should be entered in the same session if  the GL account number is the same    Step 7 Repeat Step 6 for each employee until you are finished with the page that    is displayed  DO NOT page down before saving your page of entries  See  the Change action below      Note  Use F2 to copy data from the field directly above the field that the  cursor is on  This is beneficial when entering like amounts           Action           Click on the Change icon     Important  Do not page down or up before saving  clicking on the  Change icon  the data  If you page down without saving your entries  you  will lose the entered data        PACS User   s Manua
8. cessary to change the location as follows  otherwise skip to Step 3                                         Step 2 To specify a location   Location Enter the location number or select from the drop down menu   Action Click on the Inquire icon   Step 3 Transfer to the Professional Workshop Time Entry screen  MM65 1    FC Enter    X     or any character  next to Professional Workshops and click on  the Detail button     LAWSON INSIGHT   Payroll Attendance Selection  MM60 1   Ioj x     File Edit Options Field Actions Subforms    Window Help        Company    120 Montgomery Cnty Public Schools  Location  62232 Dept Curriculum  amp  Instruction  Pay Period End Date   90800 Start  88 26 88 End  89 08 00  FC Attendance Type Status FC Attendance Type Status  j   Professional Employees   ECA 1 Activities         Supporting Services    Temporary Part Time    Long Term Sub Teachers       Outdoor Education    ECA 3 Acti   Enter    X    in      Professional Workshops     rofessional Workshops       Short Term Sub Teachers  Class Coverage  Attendance         CE U Uo       Click    Detail              Attendance Release          PACS User   s Manual  June  2001 2 11  122    2 11 Posting Professional Workshops    MM65 1  Professional Workshop Time Entry    In order to save a workshop in PACS  a minimum of the workshop definition  Step 5  and at  least one employee  Step 6  will need to be entered        Step 4 Clear the input fields  If there is no data displayed from a previous  workshop  s
9. creen as follows   Location Enter the location number or select from the drop down menu   Action ey Click on the Inquire icon         Step 3 To find an existing workshop from the Workshops List screen   Press F8  enter MM65 2 in the Form ID field and press enter              PACS User   s Manual  June  2001 2 11  133    2 11 Posting Professional Workshops    MM65 2  Professional Workshop List screen        Action If the list of workshops is not being displayed  click on the Inquire icon           Step 4 Select the workshop from the list of displayed workshops        Enter    X    next to the workshop that you want           Action ia   Click on the Special Actions Icon and select    Transfer                       LAWSON INSIGHT   Professional Workshop List  MM65 2   iof x   File Edit Options Field Actions Formlabs Window Help    da    Transfer          sfpany  188 Montgomery Cnty Public Schools  Locathyn  31614 Dept Staff Development  Pay Period  898808 48 26 80   a9 08 aLy    Position to WKS Code                               WKS Start End Rec Gross Status  LE X by th FC Code Workshop Title Date Date Cnt Amt    Enter    X     by the A      n y K gags AP Calculus 2  Click on Special 1 24 00 Posting  P     e  9928 Algebra Project Actions and Select  2 30 00 Posting  I    Transfer     r  Alternative If you have a small number of workshops posted  you may find this  Method method is faster for you     to Steps 3 and 4        1  Enter    X    next to Professional Workshops and cl
10. ctions     MM60 1  Payroll Attendance Selection screen        Step 1 Display the selection menu       Note  If the menu  pay period dates  and location are already displayed  appropriately  skip to Step 3           Action If the form function box shows FillDefaults  press enter  Otherwise  select  FillDefaults in the form function box  and press enter              The screen will display the location that you are assigned to  the active pay period  and the list of  attendance types  If you are responsible for posting attendance to more than one location or to a  different location  it will be necessary to change the location as follows  otherwise skip to Step 3                          Step 2 To specify a location  change the screen as follows   Location Enter the location number or select from the drop down menu   Action Click on the Inquire icon   ah  Step 3 Transfer to the Workshops List screen   Press F8  enter MM65 2 in the Form ID field and press enter           MM65 2  Professional Workshop List screen   Action If the list of workshops is not being displayed  click on the Inquire icon              Step 4 Select the workshop from the list of displayed workshops        FC Enter    X    next to the workshop that you want           Action ia   Click on the Special Actions Icon and select    Transfer                    LAWSON INSIGHT   Professional Workshop List  MM65 2   iof x   File Edit Options Field Actions FormTabs Window Help    Perm       Iransfer          z pany  18
11. d and location    Select An alternative to selecting from a value list for a field that has a drop down  arrow  The select icon will display the field   s value list    Define To transfer to a maintenance screen where a code can be defined  When the  cursor is in the WKS Code input field  selecting the Define icon will  transfer to the Course Screen  MA70  to define a workshop code    Form Transfer   Used to transfer to another screen within the Lawson system  For example   to go to the Professional Workshop List screen  enter the form ID   MM65S 2 in the form ID field        PACS User   s Manual  June  2001 2 11  118    2 11 Posting Professional Workshops       2  The Workshop List screen  MM65 2  is a summary screen that displays all workshops  posted for the location within the pay period  This screen will provide record counts of the  number of employees posted and total gross amount to be paid for each workshop  The  account manager and or timekeeper should use this screen to verify that all gross pay has  been accounted for  Timekeepers can transfer to the Professional Workshop Time Entry   MM65 1  screen by selecting a workshop from this screen     Components of the Professional Workshop List    Special Actions  Form Transfer  Form Function Box               Company  188 Hontgomery Cnty Public Schools  Location  32232 Dept Curriculum  amp  Instruction  Pay Period  828981 81727701   82709781    Position to WKS Code             HKS Start End Rec Gross Status  FC Code Hor
12. d title  is used to identify the workshop   Timekeepers can use and or add to the list of workshop codes     3  At the end of the pay period  Release the workshop s      e Important  Review workshop s  using the Professional Workshop List  MM65 2  and  the Professional Workshop Time Entry screen  MM65 1  to ensure that all workshops are  posted  complete and correct     e Complete the attendance process by releasing the attendance using the Professional  Workshop Time Entry screen  MM65 1   Attendance is released by location for all  attendance types except Professional Workshops  Workshop attendance is released by  workshop session  so releasing is performed on the same screen where the detail is posted   MM65 1  Professional Workshop Time Entry   This informs the Division of Payroll that  the attendance has been reviewed and is ready to process for pay     Types of Professional Workshop Screens   There are three types of professional workshop screens used for the workshop posting process    1  Detail time entry screen    2  Workshop list screen    3  Workshop code maintenance screen    Because there are several functions that a timekeeper may use that require these screens  the    components of each of the screens are shown and discussed next followed by the detailed  instructions for each function to create  post and release professional workshops     PACS User   s Manual  June  2001 2 11  117    2 11 Posting Professional Workshops    1  The Professional Workshops Time Ent
13. eriod  read the Payroll  Timekeeper Conference messages on First Class for timely attendance related information   This should be done at the beginning of the pay period for pay period related information and  also during the pay period for new information that needs to be conveyed to all timekeepers     2  During the pay period  Post the workshop s  on the Professional Workshop Time Entry   MM65 1  screen  You can post some  exit PACS  then return later to post additional records   The attendance is available for posting as soon as staff from the Division of Payroll has  closed the previous pay period  Timekeepers will do one or more of the following functions  when posting Professional Workshops     e Create and post a new workshop session  The workshop session is defined by  specifying the workshop code  account and workshop dates  All of these fields combined  with the pay period dates make up a unique workshop session for the pay period   Employees are added to the newly created workshop session at the same time that the  session is created     e Update post to an existing workshop  The timekeeper can add or remove attendees  or  correct pay amounts after the workshop session has been created     PACS User   s Manual  June  2001 2 11  116    2 11 Posting Professional Workshops    e Delete a workshop session  If part of the information that defines a workshop is  incorrect  the workshop session must be deleted and re added     e Create a workshop code  A workshop code  an
14. ick on Detail on the    Payroll Attendance Selection screen  From the Professional Workshops   a      gt  Time Entry screen     2  Scroll through the posted professional workshops using the Previous  and Next icons                 MM65 1  Professional Workshops Time Entry screen        Step 5 Important  Review the selected workshop carefully  Be sure that the    attendance is complete and correct  Look carefully for errors or omissions        Page Up Down   Use these keyboard keys to view additional pages  if necessary                 Step 6 Correct attendance  if necessary           Corrections may need to be made for the following reasons   e The amount is wrong    e A person should not be on the selected workshop    e A person should be added to the workshop     PACS User   s Manual  June  2001 2 11  134    2 11 Posting Professional Workshops       Step 7    Release the Attendance              Action fa       Click on the Special Actions icon  or click on Actions from the Menu bar   and select Release        You will see the Status field change to    Released    and the message below displayed in the    message box        Attendance Released Successfully                         OOPS  If the attendance has already been released and there is a reason to change  an entry  the data can be unreleased       but only if Payroll has not closed  the attendance for processing    I forgot      The Division of Payroll has closed the attendance if       the status on  MM60 is    Final 
15. isites    Attributes   Costs   Instructors   Sessions                            Change Complete   Continue                         Step 3 Perform one of the following    Return to Press F8  enter MM60 in the Form ID field and press enter    Selection Menu   Return to the If you came to this screen from the Professional Workshop Time Entry   Prof Workshop   screen  click on the    X    on the top right hand corner of the screen    Time Entry   screen   Exit Lawson Click on the    X    on the top right hand corner of the screen or Select    Exit     from the File Drop Down menu        PACS User   s Manual  June  2001    2 11  132             2 11 Posting Professional Workshops    View and Release a Professional Workshop    After the attendees have been added to the workshop session and the amounts have been verified  to be correct  the workshop is    released    to payroll  This will notify the Division of Payroll that  you have completed the posting and the attendance is ready to be processed at the end of the pay  period     Each workshop session is released separately  The Professional Workshop List screen will  display the status of each workshop to show which workshops have been released and which are  still in    Posting    status     Each location needs to develop a process for releasing the attendance  The timekeeper may  release the attendance  The manager  if he she wishes to do so  can work out a procedure with  the timekeeper to review the posted data before the da
16. kip to Step 5           Action ial   Click on the Special Actions icon and select Clear Screen         Note  You may press Alt   A   L instead  if you prefer           Step 5 Define the workshop  In order to create a workshop session in PACS  the  timekeeper must key in the workshop code  workshop dates  and account  number that is related to this workshop        WKS Code If you know the four digit number of the workshop code  type in the code    enter all four numbers  otherwise click on the drop down menu and choose  the workshop from the Course list       Note  If the workshop code does not exist in the list  it will need to be  added  Place the cursor on the WKS Code input field and press F6  Refer to  Step 2 and 3 of    MA70 1  Add a New Workshop Code     later in this  chapter        WKS Dates Enter the from and through dates of the workshop  They do not have to  match or be within the pay period       Note  For the pay period that crosses fiscal years  for example  6 26 04      07 09 04   it very important to accurately reflect when the workshops took  place and for which year  the workshop is to be expensed to  If the  workshop is to be charged to the old fiscal year  be sure that the workshop  date ends prior to 7 1  If the workshop is to be charged to the new fiscal  year  the workshop end date must be 7 1 or greater              Acct No  Enter the four fields that make up the account information           If the account information on the source document is in the 
17. kshop Title Date Date Cnt Amt  8883 SUHHER EARLY LITERAC 818188 898188 3 69 88 Released  0084 SUHHER INTERVEN TRAI 818181 811881 2 354 88 Posting  r  r  r  r  E Account and Poster ID corresponds to the  L ellow or white highlighted workshop   r    Acct Info    Comp ae Account Sub    Message Box 188 12 1688888888888 133881 71 Poster ID  kendalls    Inquiry Complete          Important icons to know           Special To transfer the selected workshop to the Professional Workshop Time  Actions Entry screen  MM65 1    Inquire Use this icon to display the workshops for the location        Form Transfer   Used to transfer to another screen within the Lawson system  For example   to go to the Payroll Attendance selection screen  enter the form ID   MM60 1 in the form ID field              PACS User   s Manual  June  2001 2 11  119    2 11 Posting Professional Workshops       3  The Course screen  MA70 1  is the workshop code maintenance screen  This screen is part  of a Lawson module that tracks courses  registrations  instructors  etc  PACS uses one of the    screens to record workshop code and the title for that code     Components of the Course screen    Add   Change   Previous   Inquire   Next   Select   Form Transfer  Form Function Box        5 LAV SON INSIGHT    Jptions Fiqid Abtions Subforms Window Help    aaeeea lal I    Course  EEE  a ENVIRON SCIENCE WKSP  Effective Dat a        Course  MA70 1                 CEU Awarded     CEU Given By       Approval Needed  J No          
18. l     June  2001 2 11  124          2 11 Posting Professional Workshops       The system checks the data for errors  Refer to    Workshop Posting Edits    following Step 9 for  types of errors that may be discovered        Step 8 Check the message for errors       Note  The system will display the first error that it finds and display an  error message in the message box   Error messages   Correct the error  Refer to Steps 5 through 7                    When there are no errors  the following type of redisplay will be shown     3 LAWSON INSIGHT   Professional Workshop Time Entry  MM65 1   ioj x   File Edit Options Field Actions Window Help    Ed ba  Fac   Sd C   SS  b Fa SD   Fa   FED   CC    Company  188 Montgomery Cnty Public Schools Status  Posting  Lecation  32232 Dept Curriculum  amp  Instruction  Pay Period  894886 48 26 88   09 08 00    WKS Code  fGRRy    AP Environ Science Wks WKS Dates    88100   68108  P    Acct No   128  ooo00000000000   99999  Position to       Instr    Employee name displays    Emp  ID Employee Name Amount Ind Poster ID  a 5 TEACHER  ANDREA E   25 00 kendal Is           F I  i E E y  i E    te eee I  i E The poster   s userid displays I  ia    CC showing the person that T  ia    posted the detail line  I     E I  Change Complete message is i E I      i             The workshop is now added to PACS and is considered an existing workshop                          Step 9 Perform one of the following    To continue posting   Go to the Step 5 of    Pos
19. llows   Location Enter the location number or select from the drop down menu   Action Click on the Inquire icon   ah  Step 3 Transfer to the Workshops List screen   Press F8  enter MM65 2 in the Form ID field and press enter           MM65 2  Professional Workshop List screen   Action If the list of workshops is not being displayed  click on the Inquire icon              Step 4 Select the workshop from the list of displayed workshops   Enter    X    next to the workshop to be deleted              Action Click on the Special Actions Icon and select    Transfer    to transfer to the  al Professional Workshop Time Entry Screen                 LAWSON INSIGHT   Professional Workshop List  MM65 2   iof x   File Edit Options Field Actions FormTabs Window Help    Glele ia    Transfer           lt aepany  188 Montgomery Cnty Public Schools  LocatNo  31614 Dept Staff Devel opment  Pay Period   898888 88 26 08   a9 a8 aly  Position to WKS Code     Start End Rec Gross Status  Date Date Cnt Amt    a FC Code Workshop Title  1  Enter    X     by the K BaB AP Calculus 3 Clicicon Special 24 88 Posting  Taka fe  8028 Algebra Project Actions and Select ue NONI       Transfer        WKS               PACS User   s Manual  June  2001 2 11  130          2 11 Posting Professional Workshops       Alternative  Method  to Steps 3 and 4    a   e    If you have a small number of workshops posted  you may find this  method is faster for you     1  Enter    X    next to Professional Workshops and click on
20. n       Delete a workshop    Payroll Attendance Selection screen  gt  Professional Workshop List  screen  gt  Professional Workshop Time Entry screen       Add a workshop  code    Payroll Attendance Selection screen  gt  Professioanal Workshop Time  Entry  gt  Course screen  gt  Professional Workshop Time Entry       View and Release a  workshop          Payroll Attendance Selection screen  gt  Professional Workshop List  gt   Professional Workshop Time Entry       As you become familiar with the application  you will choose the order that works best for you   When you find what works best  add your own notes here to assist your back up timekeeper     Detailed step by step instructions follow  The instructions are detailed by the functions listed in    the above table     PACS User s Manual  June  2001    2 11  121       2 11 Posting Professional Workshops       Create and Post a New Workshop    MM60 1  Payroll Attendance Selection screen   Step 1 Display the selection menu          Note  Ifthe menu  pay period dates  and location are already displayed  appropriately  skip to Step 3           Action If the form function box shows FillDefaults  press enter  Otherwise  select  FillDefaults in the form function box  and press enter                 The screen will display the location that you are assigned to  the active pay period  and the list of  attendance types  If you are responsible for posting attendance to more than one location or to a  different location  it will be ne
21. ntinue    will be  displayed in the message box                    Step 8 Repeat steps 5 through 7 until you are finished posting changes and  additions    Step 9 If you are ready to release the workshop  skip to Step 5 of    Release a  Professional Workshop     Otherwise  to exit this screen perform one of the  following    Return to Press F7 and select    Payroll Attendance Selection       Selection Menu   Transfer  Press F7 and select    Workshop List       return to the   Workshop List   Screen       Exit Lawson          Click on the    X    on the top right hand corner of the screen or Select    Exit     from the File Drop Down menu        PACS User   s Manual  June  2001 2 11  129          2 11 Posting Professional Workshops  Delete a Workshop    MM60 1  Payroll Attendance Selection screen        Step 1 Display the selection menu     Note  Ifthe menu  pay period dates  and location are already displayed  appropriately  skip to Step 3           Action If the form function box shows FillDefaults  press enter  Otherwise  select  FillDefaults in the form function box  and press enter                 The screen will display the location that you are assigned to  the active pay period  and the list of  attendance types  If you are responsible for posting attendance to more than one location or to a  different location  it will be necessary to change the location as follows  otherwise skip to Step 3                          Step 2 To specify a location  change the screen as fo
22. r Contact Person      a   Work Telephone    M MmT     Internal E mail Address  o    Internet E mail Address                   Message Box Prerequisi tes  Attri butes  Costs   Instructors   Sessi ons        Inquiry Complete       Important icons to know                 system will retrieve the record for processing     Add To add a new workshop code and description to the HRIS workshop table   Change To save a changed workshop description    Previous To access the previous workshop code in code order    Inquire Use this when you have entered a course code and effective date  The       Next To access the next workshop code in code order        form ID field           Form Transfer   Used to transfer to another screen within the system  For example  to go to  the Payroll Attendance selection screen  enter the form ID  MM60 1 in the          PACS User   s Manual  June  2001 2 11  120    2 11 Posting Professional Workshops    Screen Flow    The flow of the screens varies depending on your preference and what functions need to be  performed  Typically  and for purposes of the instructions  the flow will be defined as follows        Function    Screen flow       Create and post a  new workshop    Payroll Attendance Selection screen  gt  Professional Workshop Time  Entry screen       Post to an existing  Workshop  employee  additions  deletions   and corrections     Payroll Attendance Selection screen  gt  Professional Workshop List  screen  gt  Professional Workshop Time Entry scree
23. ry Screen  MM65 1  is the main screen where the  workshop is posted and released to payroll  The workshop sessions will be created  the  employee attendance will be posted  and the workshop will be released from this screen     Components of the Professional Workshops Time Entry screen    Form Function Box    n  g      pz  Qo   lt   is  oO  o  a  n    Previous  Form Transfer            lingui  Z   Company  100 Montgomery Cnty Public Schools Status  Posting  Location  32232 Dept Curriculum  amp  Instruction Dates of the  Pay Period  9898848 08 26 00   09 08 00 Workshop    Workshop Code  Code  WKS Code  E WKS Dates        Acct No   Position to   Company  Accounting Unit   Unit Account   Sub Account Account eae  nstr    eS ID Employee peoe fsa a Ind Poster ID     eet OOOO    a        Important icons to know                                         Change To save the posted workshop to the PACS database    Delete To delete an entire workshop  Refer to    Delete a Workshop       Special To Release or Unrelease the selected Workshop     Discussed in    Release a   Actions Professional Workshop    later in this chapter    Previous To access the previous  in workshop code  date and account number order   posted workshops for this pay period and location    Inquire Use this when you have selected a workshop using the input fields  It will  retrieve the record for processing    Next To access the next  in workshop code  date and account number order   posted workshops for this pay perio
24. s enter         Note  If you are on the Professional Workshop Time Entry screen  MM65 1   you may transfer  to MA70 as follows  Place the cursor on the Workshop code and press F6                             Step 2 Add the workshop by entering the following    WKS Code Click on the drop down menu and find the last number entered  Enter the  new workshop code as   number higher than the highest number that you  found  Be sure to enter 4 digits  example 0345    Short Enter the name of the workshop into the field next to the WKS code field    Description   Effective Date Enter today   s date    Action         Click on the Add icon        The system checks the data for errors  If there is an error an error message will be displayed and  it will be necessary to correct it before you can continue  If there is no error     This message will appear    once you have    successfully added the  code           LAWSON INSIGHT   Course  MA70 1  ie Ea    File Edit Options Field Actions Subforms Window Help    ale    je 5  e  4a 4   3  ea   iaca z             Course  E Nem workshop        CS  Effective Date     21281  r Course Information          Description   Long description of the nem Workshop     End Date       Type     Category          Frequency    Length    Units     CEU Amarded     CEU Given By            Approval Needed  KW No          r Contact Person  O ll ew le E   Work Telephone    P P         f  Internal E mail Address  el          SS      Internet E mail Address        Prerequ
25. t to an Existing Workshop    below and  continue with the instructions from there    Release the If you are ready to review and release the attendance  go to Step 5 of   Attendance    View and Release a Professional Workshop    later in this chapter and  continue with the instructions from there    Transfer to the Press F7 and select    Workshop List       Workshop List   Screen   Exit Lawson Click on the    X    in the top right hand corner of the screen or Select     Exit    from the File Drop Down menu           PACS User   s Manual  June  2001 2 11  125    2 11 Posting Professional Workshops    Attendance Posting Edits  Listed below are types of edits that the system will apply while a workshop is being posted     Workshop Definition  e The workshop code must exist in the system   e Accounting unit must exist in the system     FC  function code  edits   e    A    is allowed only when adding an employee to the workshop    e    C    is used only when it is necessary to change the posted amount or instructor indicator  after it has been previously saved    e    D    is used when you want to remove a posted employee from the existing workshop     Detail line edits   e The employee must have an active position    e Anemployee cannot be entered twice in the same workshop session   e An amount must be entered for an employee     PACS User   s Manual  June  2001 2 11  126    2 11 Posting Professional Workshops  Post to an Existing Workshop  employee additions  deletions and corre
26. ta is released to the payroll process or the  manager can release the attendance     The releasing of attendance is not an approval of the attendance  The official approval document  is the detail report that is printed after the payroll process is completed  The approval report will  be a comprehensive list of all workshops that have been processed and paid for the location for a  pay period  At that time the manager must review the report and indicate approval via his her  signature  This approved document will serve as the official record of attendance for the location   and must be retained at the location     MM60 1  Payroll Attendance Selection screen     Note  If you are already on the Professional Workshop Time Entry screen  MM65 1  and are  on the workshop that you want to release  skip to Step 5        Step 1 Display the selection menu     Note  If the menu  pay period dates  and location are already displayed  appropriately  skip to Step 3           Action If the form function box shows FillDefaults  press enter  Otherwise  select  FillDefaults in the form function box  and press enter                 The screen will display the location that you are assigned to  the active pay period  and the list of  attendance types  If you are responsible for posting attendance to more than one location or to a  different location  it will be necessary to change the location as follows  otherwise skip to Step 3                          Step 2 To specify a location  change the s
    
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