NBPSPEX - APPWORX PROCESS FLOW CHAIN DAILY RUN DURING ANNUAL BUDGET BUILD LOADING POSITION UPDATES INTO SALARY PLANNER

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1 The NBPSPEX (Salary Planner Extract) process can be run in Add/Delete mode when you want to update the Working Budget extract in Salary Planner with changes made to Working status Positions in Banner s NBAPBUD (Position Budget) form. During the annual Budget Build cycle, BRP (Budget and Resource Planning) will request that this process be set up to run twice a day for a specific period of time during the Working Budget process; usually during the month of May and right up until June 1 st. This was accomplished by creating an AppWorx Process flow called NBPSPEX_BAO. Each year BAO-IS will need to update this process flow to ensure that the parameters and schedule dates reflect values related to the current year Budget Build process. This document describes how to make these updates. NOTE: The NBPSPEX_BAO process flow chain is currently only accessible to Susan Peterson. If any other BAO-IS User needs access to this process flow chain they will need to contact IT to obtain access (e.g. Joey Mitchell or Randall Klein). NBPSPEX_BAO APPWORX PROCESS FLOW: 1. Select the Process Flows icon in the AppWorx tool bar (fourth icon from the left): 2. In the Process Flows Selector window, search for the NBPSPEX_BAO Chain: 3. Select the NBPSPEX_BAO Process Flow option, then select the Edit button. This takes you into the NBPSPEX_BAO Process Flow setup; it will default to the General tab as shown below. 1

2 4. Select the Components tab. In the left hand pane of this window, select the NBPSPEX process that sits within the NBPSPEX_BAO box. 5. In the right hand pane of this window, select the Prompts tab. This will display the NBPSPEX Parameters and current default values for the Process Flow. 6. We won t update the Prompt values in this tab. The default values you see here are what a User would see when they run the NBPSPEX process ad hoc via their own AppWorx account. 7. Notice the Value column in this Prompt view with the #1 - #7 values. This is telling the NBPSPEX component to retrieve its prompt values from the Prompts tab at the Process Flow 2

3 level. We will establish specific prompt values for the Process Flow level when we set up the new Schedule in the following two steps. 8. Select the Schedule Tab from the Process Flow window. 9. Click on the DAILY schedule and select the Edit button. 3

4 10. Change the Scheduled Start Date and Scheduled End Date values to reflect the new Fiscal Year dates. 11. The Start Time values of 08:00 and 13:30 don t need to change unless BRP requests that the process run at different times. 12. Select the Prompts tab from this window. 4

5 13. In the Value column, enter values for parameter s 1-4: a. #1: Enter process mode: Enter A for Add/Delete mode b. #2: Budget Extract ID: Enter the current Extract ID; e.g. UOSALFY17 c. #3: Job Effective Date: This is typically June 30 th of the current year; 30-JUN-2016 d. #4: Proposed Salary Group: Use the new Salary Group created for the new FY (e.g for July 1, When all changes are made in the Prompts tab select OK. 15. When back at the Process Flows window with the Schedule tab still selected, select the Display button. 5

6 16. This option will display a calendar for the Start and End Dates that were just updated. The dates that are grayed out in the calendar indicate when the Process is scheduled to be run. The screen shot below shows every weekday from through

7 17. Select Close to exit out of this Display window. 18. Select the Apply button from the next Window, then select OK. 19. Exit out of the Process Flows Selector window. 7