SSIS ADMINISTRATION FUNCTION OVERVIEW

Huntin' for functions

SSIS Administration Function Overview

• SSIS Administration contains many important areas of responsibility and management.
• Each agency has one or more people appointed as a System Administrator. DHS recommends to have at least two back up SSIS Administrators.
• SSIS Admin can be accessed through Tools or from the SSIS Admin icon in Horizon,

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County Accounting System Batch Owner

• The County Accounting System Batch Owners section is required.
• Your agency must select a Batch Owner when submitting Payment Batches to the County Accounting System.
• Batch owners are entered in SSIS Administration under Lists>County
• Accounting System.
• Batch owners and must match what is entered in your County Accounting System.

System Administrators may work with:

• Agency Information
• Agency Defined Codes
• Programs and Services
• Purge and Destruction
• Roles and Functions

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• User Profiles
• Security Reports
• Table Viewer Search
• Tableau

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County Accounting System Batch Owner

• The County Accounting System Batch Owners section is required.
• Your agency must select a Batch Owner when submitting Payment Batches to the County Accounting System.
• Batch owners are entered in SSIS Administration under Lists>County Accounting System.
• Batch owners and must match what is entered in your County Accounting System.

Department List

Location List

Role List

• System Administrators are able to enter new or edit existing Roles in SSIS Administration.
• Roles in SSIS contain functions that are directly linked to what users are able to view and do in SSIS.
• Each user is assigned a Role according to their job duties and responsibilities.
• Creating a limited number of roles makes the security more effective and manageable.

Hint: Enter the Role “None” for inactive users in SSIS.

New Role – Adding Functions

• As the SSIS Mentor & Admin & Coordinator, I gave myself all functions.
• Possible functions are in the handout and also available online under SSIS Worker Documentation/SSIS Administration Functions.

Hint: Use the Security Tools/General Reports/Security Report/Worker Role/Function Report with no role selected to get a report of all roles with functions assigned. Use this report to review access for users.

Unit List

• Set up units and add staff
• Note the Restricted unit that I added. This is for Child Protection confidential workgroups. I only have the Supervisor and the Case aide in this unit and when they do a restricted intake, they restrict it to their unit and the description for the intake is “Restricted” so no names are ever made available to view.

User Search – Add New User

• Under User Search, we can search on Name, Department, or Unit.
• System Administrators set up new users for SSIS in SSIS Administration. This requires an administrator to enter basic information about the worker.
• Information entered auto-fills into various places in SSIS including documents, service plans, claims, and reports.
• User profiles also allow an administrator to assign a Role to a worker.

Information on a User Profile

• Name and Contact Information

• Agency Information

• Roles

• Assigned Department(s), Unit(s), Supervised and Unit(s)

• Program Restrictions

• Workgroup and Intake Scope.

•Qualifications

•Special Studies

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• SSIS User ID (Credentials Screen)

• Active Directory Groups-access to SSIS applications and/or Tableau* (Credentials Screen)

• Reset Password (Credentials Screen)

Create New…

• You can select Create and then
• New Department
• New Location
• New Role
• New Unit

County Preferences - 1

• County Preferences is used to set up many of your agency’s day-to-day system functions.
• County Preferences must be set up before users can use SSIS.

Contact the SSIS Help Desk:

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If you need to change your NPI/UMPI number.

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Before contacting your SSIS Fiscal Team to assist you,

if your agency is planning a change to your Chart of Account structure

County Preferences - 2

• Default Time reporting for your agency (pay period)
• County/Tribe Director contact information
• Purge process default day
• Previous months to display time logs
• Default Intake Units
• Default Intake Access Restriction
• County Accounting System Batch Owner Required
• EPS Email notifications

• Retention Period
• Chart of Account (COA) Structure
• Yearly settings and COA maximum options
• Service Agreement Language
• Title IV-E maintenance agreements
• County Claim Control records such as MMIS provider #, NPI/UMPI, etc.

Retention Period

COA Structure

• 11-430-710-3810-6057

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11 = Social Services Fund

430 = Social Services Dept.

710 = Children’s Program

3810 = Child Family Foster Care

6057 = Child Protection