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Navigating SACS

Dashboard Overview

Once a user logs into the SACS application, the user will enter the home page (Dashboard) from which a user can navigate the application through the Main Menu to the dataset Import page, Users list, dataset review Queues, Tools menu and or specify a specific Fiscal Year.

Eleven items of the SACS Dashboard describe below

The Dashboard (or Home Page) displays the 1. Main Menu 2. User Profile section 3. Fiscal Year selector 4. User Guide link 5. Display Drafts/Official submissions selector 6. New Draft button 7. Compare Submission/Query SACS selector 8. Column Filter/Sort icons 9. Submission Columns 10. Submission Column Show/Hide selector 11. Submissions per Page selector

User Profile menu displaying 6 items described below.

The User Profile section on the right of the Main menu displays:

  • Current Fiscal Year (1),
  • Current user and entity (2),
  • All entities associated with the current profile (3)
  • Edit Profile (4) link,
  • Help Desk (5) link ,
  • Logout (6) of the application link.

The Dashboard displays all datasets the user imported but has not promoted to the New Submission level. By default, the Dashboard displays only the draft datasets, however, you can view Official, Draft or all datasets by selecting the appropriate option on the Drafts/Official (5) submissions selector.

Additionally, the Dashboard displays all datasets the user imported but have not promoted to the New Submission level.

Note: Submissions after this state will be displayed in a queue.

By default, the Dashboard displays only the draft datasets (datasets with a state of Draft and by selecting the Official/Other option, datasets that have been promoted beyond the Draft state will be displayed. Selecting All will display all datasets, Draft or Other.

Each dataset is arranged as a row in the dataset list. The dataset list has 14 columns which can be reduced by using the Columns Selection dropdown button.

Each column has a column name (1), which when clicked will sort that column ascending or descending, a Sort (2) icon (which sorts the column in ascending and descending order) and a Filter (3) icon, which when clicked will open the filter dialog box (4).

The user can also create a new draft dataset from scratch for the purpose of working on a dataset without importing data from the district’s financial program.

Clicking the New Draft button allows the user to create a blank dataset. The blank draft dataset can then be used as an official or charter dataset.

The Main menu is located on the top of each page within the SACS application and can be accessed anytime, apart from the user opening specific forms or pages. When those pages or forms are open, a Back button will be accessible to allow the user to return to the Dashboard screen.

Dashboard Menu Item

The Dashboard menu item when selected will return the user to the Home page or the Dashboard view. The Dashboard is the default view when a user logs into the SACS application.

  • Import Menu
    This menu provides two methods of uploading a submission (official or charter alternate).

  • Users Menu
    This menu provides access to a list of public and entity users.

  • Queues Menu
    This menu provides a list of submission which the user can review for appoval.

  • Tools Menu
    This menu provides several tools which can help the user manage submissions and other functions in the reporting process.

  • Fiscal Year Menu
    This menu provides the means to change the active fiscal year to view or work on previous versions of the submission.

  • User Profile Menu
    This menu item provides the ability to access, change or add permissions to the users' profile.

Dataset Submission List

The main portion of the Dashboard is the Dataset Submissions List. From this page, the user can view all datasets associated with their profile.

Each dataset is represented on a row within the Dataset Submission list. Each row has up to 14 columns with each column having a filter and sort icon to further reduce the number of datasets visible.

View Dataset List Elements

Performing Tasks on the Dataset List