This page is intended to show supervisors or supervisor administrators how to view and modify charge allocations for existing users and computers. It may be helpful to review the Notes about MUMMS Allocations page before going through these instructions.
Go to User or Computer Record
To get to the record for a user or computer, first go to MUMMS, choose "Login" and then log in with your username and password.
Figure 1: Login to MUMMS
Once you are logged in, you can choose "Manage Users" or "Manage Computers." In our example, we will choose "Manage Users" but the process of modifying allocations for computers is very similar. Note: for supervisors the section title will be "Supervisor Options" rather than "Supervisor Administrator Options."
Figure 2: The main menu
From the next page, click on the name of the user whose allocations you would like to modify. If you are a supervisor administrator and you are working for more than one supervisor, you can use the drop-down menu on the left to choose which supervisor's users you want to see, or you can choose "All Supervisors" to see users assigned to all of the supervisors whom you support.
Figure 3: Manage Users
Click on the name of the user you would like to view. The next page shows you some basic information about the user you have selected.
Figure 4: View User
Viewing and Modifying Fab Processing Allocations
To see the allocations for this user, choose "View/Modify" from the "View User" page (Figure 4). This opens a dialog box where you see a summary of allocations for this user.
Figure 5: Find Charge Allocation
From here you have two options:
- You can choose to replace one of the listed cost objects with another cost object belonging to the same supervisor. This will allow you to replace cost objects for the current user or all users who use the selected cost object.
- You can choose "View/Modify allocation details for this user" to make more fine grained changes specifically for this user.
Replacing a Cost Object
If you choose the first option, the dialog box will change to show the following form:
Figure 6: Replacement Form
- Choose the new cost object you would to which you would like charges assigned.
- Choose a replacement date. This date will be used as the end date for existing allocations (using 5555555 in this example) and the start date for new allocations (using 6666666 in this example). You can specify any month and year from the current month forward. The change will be effective the first of the month you select.
- Choose the charge categories you want the replacement to affect, or click "Select All" to select all charge categories. Your replacement will only affect allocations for the selected charge categories.
- Choose the lab identities you would like the replacement to affect, or choose "Select All" to select all of the lab identities that have allocations for the selected cost object and charge categories on the effective date. _Note: if there are no affected lab identities for the cost object selected for the selected charge categories, no lab identities will be listed. So in this case, if there were no Fab Processing allocations using cost object 5555555 on 3/1/2011, then no lab identities would be listed and you would not be able to complete the replace as it would have no effect.
Once you have made any required changes, click the "Preview" button to see a preview of your changes:
Figure 7: Replacement Preview
Look through the changes, and if everything looks correct, choose "Replace." If not, choose "Cancel." When you complete the replacement, you will be presented with a summary of the changes, much like the preview summary.
View/Modify Allocation Details
If, instead of choosing the "replace" option, you chose to "View/Modify allocation details for this user" the dialog box would display something like this:
Figure 8: View/Modify Allocation Details
This view allows you to see what supervisors and cost objects are being used to pay for this users charges. Click on the tabs to see the different charge categories. To remove a cost object, check off the check box in the "Remove" column. If you'd like to add a new cost object, choose "add cost object." You will then see a new row in which you can select the cost object for a new allocation:
Figure 9: Adding a Cost Object Allocation
You must specify a start date when entering a new cost object allocation. The end date is optional. When you are done adding and/or removing allocations, click the "Save" button to save your changes.
Note that for some charge categories, you may need to enter a percentage for each allocation. For more details see the Notes about MUMMS Allocations page.