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If you have a question that is not listed here, please forward it to Andrea Hall (ahall@selkirk.ca). This page will be updated as additional questions are received.

In This Article:

Table of Contents

Unit4 has a number of resources available for reporting out to Budget Holders that include detailed transaction listings, employee vacation balances, and a complete organizational chart to identify cost centres, projects, and work orders:

  • Budget Analysis Report = synopsis of cost centre activity with the ability to see individual work order transactions
  • Work Order Transaction Detail = detailed review of all transactions relating to a single work order
  • My Employees Vacation Balance History = detailed review by employee of vacation balances
  • My Requisition Approval History = review of purchase approvals
  • Modeler = complete org structure 
    • Employments by Dean/Director = higher level overview of employments according to cost centre 

    Modeler

    Summary:

    This tool gives a visual representation of the organizational flow for work order structure. You can find relevant cost centre, project, and work order information - including the relevant 4-digit shortcode for each work order.

    BEGIN: What you need to have to start accessing your work order and budget reports:

    •  Your Unit4 login

    PROCESS:

  • Login to Unit4.
  • Navigate to the "Common" tab on the Menu.


  • Select "Modeler" under the Structures section.
  • Click on "Modeler" to open the tool:
  • Choose "WO Structure for Workflows" from the dropdown menu in the left-hand column:Image Removed
    • You will need to click on the down arrow (Show) to expand the org structure, to collapse select the up arrow (Hide):Image Removed

    What reports are available to me and what information do they include?

    I don't remember my work orders - how do I see the work order numbers for all of my schools/departments?

    How do I see all of my direct reports’ employees?

    I approved a purchase in the system, but I don't see it. How do I know what I approved?


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