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Data Collection | Reporting
Approximately 40 minutes
In this session, participants are introduced to the critical role cost center mapping plays in obtaining valuable department performance reports. Participants learn the steps to map cost centers to departments, utilize secondary mapping, and create normalized only departments. Particular emphasis is placed on the guiding principles for accurate cost center mapping.
Program Coordinators who are responsible for the implementation and ongoing data submission of ActionOI data
Others who assist the Program Coordinator in the data submission
After completing this course, you will be able to:
Identify and utilize resources for data collection activities
Complete cost center mapping to ActionOI departments
Generate a Department Mapping Report
Prior to taking this class you should have:
Participated in the “ActionOI Introduction: Understanding the Big Picture”
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This session covers collection and completion of Characteristic and Normalization surveys in ActionOI. Additional focus is placed on planning the survey process and the effects of survey responses on normalization tasks and ActionOI comparison reports.
After completing this course, you will be able to use ActionOI and resources to:
Plan your survey completion process
Describe the impact of survey responses on data collection
Complete your characteristic and normalization surveys
Create batch reports
Use reports to identify incomplete survey data
Participated in the “ActionOI Data Collection I: Cost Center Mapping”
This session introduces the general ledger and payroll job code mapping functions and highlights the guidelines and resources for accurate mapping of general ledger and payroll accounts.
Map your general ledger and payroll accounts to ActionOI data elements
Generate mapping reports
Finalize general ledger and payroll mapping
This session covers the completion of the numeric entry and audit procedures in ActionOI. This course discusses the function and completion of data entry in rollup and facility level departments, reviewing of data quality reports and the completing an audit of your data.
Complete numeric entry of volumes and statistics
Finalize data entry
Follow the audit process to successfully identify and correct errors
Use reports to review errors and identify missing data
Participated in the “ActionOI Data Collection III: Mapping the GL and PR”
This session is the first of two courses on the normalization activities in ActionOI. The course focuses on creating global expense normalizations, populating “normalized only” departments, and adding task- based normalizations based on survey-responses.
List the major steps in the normalization process
Describe three normalization requirements
Modify survey responses for accurate normalizations
Create normalization definitions
Reviewed the tutorial, "Data Types Overview," located on the Support tab in ActionOI
Participated in the “ActionOI Data Collection II: Survey Tools and Techniques”
The completion of the following is also recommended:
ActionOI Data Collection III: Mapping GL and Payroll class
ActionOI Data Collection IV: Numeric Entry and Data Audit class
This session is the second of two sessions on the normalization process. The course is focused on troubleshooting and resolving task-based normalization issues, reviewing normalization quality reports and finalizing normalizations. Attention is given to the use and creation of free-form normalizations, the reports created during this process, and the overall finalization of Data Collection.
Complete task-based and freeform allocations
Use the Unused Task Report and Normalization Cross Reference to identify and resolve issues
Link General Ledger to Payroll accounts in ActionOI
Finalize both data normalization and the entire data collection process
Participated in the “ActionOI Data Collection V: Creating Normalizations”
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Learn the essentials of creating and managing compare groups in the ActionOI Reporting module. This course examines key steps to build meaningful compare groups using numeric and characteristic criteria and selecting a specific list of facilities. This course includes an in-class exercise for participants to practice creating a compare group.
Program Coordinators who are responsible for managing their facility’s ActionOI compare groups and reports
Other Reporting module users who will create user-defined compare groups
Use the Compare Group Manager to obtain information about a compare group
Describe when to use a custom compare group
Learn the essentials of creating a department report and managing the reports you build in the online tool. This course examines steps to build a Custom Comparison Report for measuring a department’s performance. It provides an overview of the department reports and tips to use templates effectively. Participants will engage in several hands-on exercises to reinforce the topics being learned.
Program Coordinators who are responsible for managing their facility’s ActionOI department reports
Other Reporting module users who will create department-level reports
Create a department report
Save a report template
Run a report from a template
Share a report
Export a report
Learn the essentials of all department reports and techniques required for streamlining report creation. This course examines the various report styles and highlights key features and benefits of each one. It provides an overview of the batching capabilities and discusses best practices when researching and validating data on reports. Participants will engage in several hands-on exercises to reinforce the topics being learned.
Distinguish between the various department reports
Create various department reports
Build a report batch
Validate data on reports
ActionOI® Online/On-Site Customized Training*
The ActionOI Training Consultant can develop personalized training based on your audience and conduct online web seminars and onsite live training at your organization. Based on your input, we design training and cover topics most relevant to the users at your facility. Training can include:
If customized online training is what you are looking for, we would be happy to speak with you and create a program that will fulfill your training needs exactly. Please contact your Client Services Manager or you can contact the training department at firstname.lastname@example.org.
*Charges may apply
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