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2.1.
System Security Review |
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Review
Security Related To MS/SQL And IDEAS |
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Review
IDEAS Security Options Related
to User Access and Segregation
of Duties |
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2.2.
Review Of Chartmaster Elements |
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Review Chartmaster Tables For Inactive and
Un-used Elements |
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Verify That The Current System Configuration
Allows For Sufficient Growth |
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2.3.
Review Of Structures |
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Verify
Current Structures Are Properly
Setup |
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Review
For Un-Used Structures |
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Create
Additional Structures as
Required for Current And Future
Reporting Needs |
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2.4.
Review Of Data Segments |
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Review
the Current Segment Definitions
For Outdated Or Unused Segments |
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Create
New Segments To Meet Current And
Future Reporting Needs |
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2.5.
Financial Report Writer Technical Review |
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Review
and Optimize Existing Report
Specifications |
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Remove
Un-Used Or Outdated Reports |
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Re-Organize
Report and Cycle Naming
Conventions for Clarity |
|
Create
Additional Report Cycles for
Weekly, Monthly, Quarterly And
Annual Report Groups |
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Standardize
The “Look And Feel” Of Your
Reports By The Use Of Standard
Headings And Footings |
|
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2.6.
Data Review |
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Review MS/SQL Database Tables, Stored Procedures,
Triggers and Views |
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Remove Outdated Or Invalid Data Created By Views
and Un-used Temporary Tables |
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2.7.
Year End Processing |
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Verify That The Transaction Roll Is Setup
Properly |
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Create And Verify Segments Are Properly Setup |
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Review Requirements for Reporting Of Prior Year
Information |
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Update/Create FRW Reports To Show Prior Year Data |
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2.8.
Budget Processes |
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Establish Data and Process for Budget Development |
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Prepare Spreadsheet and Pivot Tables With Next
Year’s Budget information |
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Upload Directly Into IDEAS With Link |
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2.9.Review Networking Strategy as Applies To IDEAS |
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Review Terminal Server/Citrix Server Setup |
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Verify IDEAS Version |
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Review Client Workstation Settings |
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