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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.

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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:

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You will need to click on the down arrow (Show) to expand the org structure, to collapse select the up arrow (Hide):

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

For detailed, step-by-step instructions to run these reports, please visit Budget Officer Reports - Supervisors (Unit4).
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Reports for Supervisors (Unit4)
Reports for Supervisors (Unit4)
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I don't remember my work orders - how do I see the work order numbers for all of my schools/departments?

To find a complete list of your work orders, visit Reports for Supervisors (Unit4) to view the "Modeler" Report.

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

To find a complete list of your work orders, visit Reports for Supervisors (Unit4) to view the "My Employees" Report.

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

To find a complete list of your work orders, visit Reports for Supervisors (Unit4) to view the "My Requisition Approval History" Report.

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Modeler

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?