Intro to ISIS

Introduction toIntegrated Station Information System (ISIS)

PBMAMay 30, 2007

Corporation for Public Broadcasting

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Introduction to ISIS - Agenda

●Goal of Integrated Station Information System (ISIS)

●Deadlines

●Security Groups

            ● Introduce ISIS Navigation

●Available User Support

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Goal of ISIS - Your Gateway to Information

Single Sign-On ISIS Login http://ISIS.cpb.org Survey Completion (AFR, FSR, SABS, SAS and other

future applications) Ability to access and manage Legal Forms, Grant

Payments and Grantee Profile

Decrease Data Entry Duplication of data Reliable and consistent data

Enhanced Utilities Better printing ability Help files Provide and track comments Centralized reporting

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Deadlines

AFR/FSR

AFR/FSR is due 5 months after your Fiscal Year ends

Legal Forms

Legal forms must be filed no later than June 30th

Other Surveys (all due mid-February)

Station Activities Benchmarking Survey (SABS) - TV only

Station Activities Survey (Radio and TV) – EEO Information• Includes Salary Survey (Radio and TV) – detailed Employment and

Salary information

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Security Groups

Grants Administrator

Head of Grantee

Independent Accountant

Licensee Official

SABS Administrator

SABS User

SAS-TV

SAS-Radio Administrator

Salary Survey - SASSalary Survey - SAS

AFR/FSRAFR/FSR SABSSABS

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ISIS Navigation

At this point in the presentation the moderator will navigate to the ISIS login screen http://ISIS.cpb.org Only the moderator will navigate to this web site.

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ISIS Navigation - Login

Username and Password

Information

Single Sign On

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ISIS \\ Summary Page

Important Notifications

Status Across Multiple Years

Manage Multiple Grantees

User Friendly & Consistent!!

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ISIS \\ Summary Page (cont.)

Ability to view and access is dependent on your security

group

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ISIS \\ Grantee Profile

Manage contact details

and security groups in one

place

Collapse and Expand

Review Transmitter/ Translator

details

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ISIS \\ Grantee Profile \\ Organization Contact Details

Ability to quickly update

and request changes in

Contact Details

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ISIS \\ Grantee Profile \\ Organization Contact Details

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ISIS \\ Grantee Profile \\ Security Groups

Review and Edit Security

Groups

Getting Help is just a ‘click’ away!!

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ISIS \\ Grantee Profile \\ Security Groups

Quickly add users with

desired security groups

Review users security groups

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ISIS \\ Grantee Profile \\ Security Groups

Add user profile

information

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ISIS \\ Financial Reporting Main (Required)

Required Schedules

Manage AFR Status

Manage Form and Schedule Status(Not Started, Available, In Progress,

Completed)

Track Completion

Multiple FY Information

Required Forms/Schedules

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ISIS \\ Financial Reporting Main (Optional)

View Summary Snapshot

Optional Schedules

Optional Forms/Schedules and NFFS Summary

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ISIS \\ Financial Reporting Main \\ AFR Schedule A

Entering Data

Real Time Calculation

Add Additional Amounts

Breadcrumb Navigation

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ISIS \\ Financial Reporting Main \\ AFR Schedule A (cont.)

Schedules A and A-1 have been consolidated into one view

Add your NFFSExclusions right

in Schedule A

Add as manyas you need

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ISIS \\ Financial Reporting Main \\ AFR Schedule A (cont.)

Auction, Special Fundraising and Endowment

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ISIS \\ Financial Reporting Main \\ AFR Schedule A (cont.)

Consistent Navigation

Easy to save information and

continue later or Save to complete

Consistent Buttons in every Schedule

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ISIS \\ Financial Reporting Main \\ AFR Schedule A (cont.)

NFFS Schedule (NOT INCLUDED as NFFS)

Breadcrumb Navigation

Quickly Review or Print NFFS

Exclusions

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ISIS \\ Financial Reporting Main \\ AFR Schedule E

Messages and notes about a

particular Schedule

Expenses & Investment in Capital

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ISIS \\ Financial Reporting Main \\ AFR Schedule F

Dependencies!!Prior to

completing Schedule F you

must complete the Grantee Profile & Schedule A, E and

F

Expenses & Investment in Capital

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ISIS \\ Financial Reporting Main \\ AFR Schedule F (cont.)

Joint Licensee have the ability to consolidate Schedule F

Choose the Reporting Model

that applies to your station

Consolidate and Choose Reporting Model

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ISIS \\ Financial Reporting Main \\ AFR Schedule F (cont.)

Reconciliation

Less reconciling items with new features and consolidated

forms/schedules

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ISIS \\ Financial Reporting Main \\ AFR AFS

Audited Financial Statements

Upload one PDF File

Review the checklist

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ISIS \\ Financial Reporting Main \\ AFR AFS (cont.)

AFS ChecklistReview the checklist

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ISIS \\ Financial Reporting Main \\ AFR Schedule B

Indirect Administrative Support

Select the Method that

applies to your station and use tab 1, 2 and 3 to

complete

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ISIS \\ Financial Reporting Main \\ AFR Schedule C

Donor Codes

Select the Donor Code

(Use the code that contributes the majority of the funds reported)

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ISIS \\ Financial Reporting Main

Extension Request and Submitting to CPB

Request an Extension

Once all Required forms/schedules and the chain of

reviews are complete ‘click’ the Submit to

CPB

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ISIS \\ Summary Page

SAS (Radio and TV) and SABS (TV Operations)

Ability to view and access is dependent on your security

group

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ISIS \\ SAS-Radio Main \\ Survey Status

All 6 Sections must be

completed

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ISIS \\ SAS-TV Main \\ Survey Status

All 4 Sections must be

completed

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ISIS \\ SABS Main \\ Survey Status

All 12 Sections must be completed

and an optional 13th section can be

completed by a Joint Licensee

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ISIS \\ SABS Main \\ Reporting

Ability to select a

report and format and

filter by year by stations by

groups

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Available User Support

●CPB ISIS Link http://ISIS.cpb.org

●CPB ISIS Help Desk Number – 866.635.ISIS [4747] Option 1 - ISIS Technical Help and General Questions Option 2 - AFR/FSR Option 3 - SABS Option 4 – SAS (Radio and TV)

●Survey Help Desk E-mail ISIS – [email protected] AFR/FSR – [email protected] SABS – [email protected] SAS (Radio and TV) – [email protected]