【正文】 ? Benefits / Rewards ? Designate Lead FR ? LFREP List ? Exception Reports ? Current Month Due Reports ? BBU ReportDetail ? BBU ReportIN ? BBU ReportOUT ? COGNOS Reports The look and feel of the pages follows the standards of web applications. Clicking on links will refresh the page, and load the desired content. Standard Inter Explorer buttons (Back, Forward) can also be used to navigate between pages. Common buttons are: ? OK – launches the desired action, . generating a report page. ? Find – searches in report results for specific data in the sorted column and highlights the first match. ? Find Next – goes to next matching result. ? Cancel, Back – Works like a “Back” web button: reverses your last action. ? Save – Saves changes made. ? Complete – Saves changes made to realized benefits, just like the Save button. Its additional functionality is that it deletes current month’s corresponding revised benefit projection, updates red X to green ? for current month, and updates ($) report to reflect data for current month as “Realized” instead of “Revised.” 6 Sigma Financial Reporting System – Release June 20xx Caterpillar Confidential: Green 6 2. Functionalities – Sorting records of FRS Reports Sort the records of reports generated by FRS reporting tools by the desired field. You can sort records by any field that has a blue underlined title in the header of the table. Role Steps All 1. Records are displayed in ascending order by the field that has a black upwardpointing triangle (“twistie”) on the right of the label in the header of the table. 2. Click on the twistie any time you want to switch to an opposite (ascendingdescending and visa versa) display order. The upwardpointing twistie indicates ascending, the downwardpointing twistie indicates descending order. 3. Click on the appropriate header title to sort the records by a different field than the default. ? A black upwardpointing twistie will appear to the right of the sorted field link. ? Click on the twistie to switch to descending order. 3. Functionalities – Finding records in FRS Reports Find records in the results of reports generated by FRS reporting tools. You can find records in any field that has a blue underlined title in the header of the table. Role Steps All 1. Select a column by clicking on the header link of the field by which you want to search in the records. Record will be resorted by this field, and an upwardpointing triangle (twistie) will appear next to the header title. 2. Type your search text in the textbox to the left of the Find button. 3. Click Find to get matching records. The matching record will be highlighted in gray. 4. Find more records by clicking on Find Next. A red message will appear next to the Find Next button when no more records are found: . aircraft has no more occurrences in column Project Name. (In this example, we searched for Project Names containing the string “aircraft.”) 2. Type text in the textbox and then click Find. Matching records are highlighted in gray. 3. Click Find Next to find more records. 1. Click on header link of field you w ant to find records by. Column is selected w hen upwardpointing tw istie shows up. 6 Sigma Financial Reporting System – Release June 20xx Caterpillar Confidential: Green 7 Section 2. New features in FRS This section provides information on the specific changes delivered in the latest release of FRS. 4. Reports – Exception (FREPs) Another checkbox was added for “Past Measure Without Benefits Entered.” The default is to have all checkboxes checked. On the report, the section labeled “Past Measure without Benefits Entered” will show all projects which ? Have no revised benefits and are not marked as NPI/NPV, ? Have a gate status that is “Analyze”, Improve”, “Control”, “Explore”, “Develop”, “Implement”, or “Complete”. 6 Sigma Financial Reporting System – Release June 20xx Caterpillar Confidential: Green 8 Section 3. System Procedures by User Roles 5. All Users – Viewing Projects List Role Steps All 1. Log on to FRS at Projects List will be displayed in most cases. (Note: Individuals who have multiple roles or are responsible for multiple business units, will be asked to select the appropriate role and/or business unit bination first). 2. The initial list of projects defaults to those projects requiring validation in the current month and where the person accessing the system has a specific role. If multiple pages of projects exist, move to a different page by clicking on one of the page numbers that are displayed at the top of the page or use the FIND or FIND NEXT navigators. 3. Click on the My FRS Projects box and then click OK to expand the list of projects to all projects for the role and Business Unit for which the person is logged in. (Note: Black Belts and Project Sponsors will see ALL projects regardless of business unit.) 4. Click on All projects in the business unit and then click OK to expand the list to all projects in the business unit. Unchecking both boxes will reverse the view to projects requiring validation. 5. Projects are initially sorted alphabetically by project title. Click on any of the first eight column headings (those which are in blue and underlined) to resort the project list by that attribute. Click again on the same attribute to resort on that attribute in reverse order. 6. The “Updated Indicator” signs (in the “Upd. Ind column) if the project status has been updated. The red X will change to a green check mark when the current month’s Realized benefits have been updated by the FREP and saved by clicking the Complete button. 7. Online, realtime project reports can be launched from the Projects List. The project data report ( ) displays all of the nonfina