The Medical
University of South Carolina   About MUSC  ·  Education  ·  Medical Center  ·  Research  ·  Library   

SmartStream Financials Support &Training


 







 

 

 







 

 

 

 

 

Tutorial and Class Descriptions

  All instructor led classes are optional, while the web based tutorials are required.
   
Understanding the UDAK (Tutorial)
 

This online tutorial is designed to provide all MUSC employees with an understanding of MUSC’s User Defined Accounting Key (UDAK) and its significance in their daily activities. Subjects covered include:

  • Understanding the benefits of the UDAK
  • Elements of the UDAK
  • How the UDAK
Introduction to SmartStream Financials (Tutorial)
 

Required web based tutorial that is intended to give users a overview of SmartStream. Subjects covered include:

  • Initial steps in getting started using SmartStream
  • Tools available to SmartStream Users
  • Creating Activity Lists
  • Activity windows for Inquiry users
  • Basic navigation tips
  • File Open searches
  • List of Contacts for SmartStream related questions
  • List of "How Tos
Accessing the Financial Reports (Tutorial)

This online tutorial is designed to provide users how to access the Finance Applications on the Internet including the Financial Reports.

  • Describes how to use the MUSC Financial Report application that includes Available Balance, Month End Reports, Procurements Reports, and Fixed Asset Reports.
SmartStream Financials Inquiry (1/2 Day class)
 

This instructor led course is optional, and is intended for users who need more indepth inquiry practice using SmartStream. Subjects covered include:

  • Inquiry on each of the following windows: Chart of Accounts, Requisition, Requisition Approval Status, Purchase Order, Receipt Inquiry, Invoice, Account Balance, Account Balance List.
  • Complete and partial 'Drilldown' to demonstrate SmartStream's capabiltity to navigate from one window to another.
  • Dicussion of the SmartStream tools
Access 97 for SmartStream Financials (1/2 Day class)
 

This instructor led course will teach individuals how to create queries and reports based on the SmartStream financial tables using Access97. Subjects covered include:

  • Attatching to the SmartStream tables
  • Creating basic queries using sort order and criteria.
  • Using multiple criteria and calculated fields
  • Exporting query results to Excel
  • Creating parameter queries.
  • Creating Reports using the Report Wizard
  • Modifying reports in the design view
'Rollout' Entry Training (On site training arranged thru Financial Systems Mgt)
  • IIT's (For departments who receive revenue)
  • Requisitions
  • Receivers
  • Blanket Releases
CCIT Help Desk 792-9700