Overview:
The following guide will walk you through how-to complete the annual users review from inside the Abila MIP Accounting application
1: Log into “MIP” via “Citrix”
2: Follow this menu path – “Reports | Lists | Security”
3: In the “Report Name” drop-down find the “All Users” report
4: Then select the “XL” export button on the ribbon
5: “UnCheck” the box to remove report headers (Click OK)
6: Select “File”
7: Select “Save As”
8: Select “Browse”
9: Select “Local Disk (C: on UserName)” (Ex. Shown below)
10: Double-click “Users”
11: Select the folder that is your “Username” (Ex. Shown below)
12: Double-click the “Documents” folder and
13: Create a “File Name” > Select “Save”
***Can locate the “Excel Spreadsheet” at the following path for C:\Users\Username\Documents (Ex. Shown to the right) C:\Users\bharrington\Documents***
Please then, send an email to helpdesk@smartstart.org requesting any changes that need to be made or that it is accurate. Once corrections are made Helpdesk will reply to the correlating ticket completion of adjustments or that the review is complete
Once the report is completed, sign and upload to converge. A copy of the email chain should also be uploaded to: Local Partnership Central - MIP Annual User Review - All Documents (sharepoint.com) The file name should be formatted to: LPname/countyFYMIPReview
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