Complete the Storyboard template below using the completed script that follows:

ARTICULATE STORYLINE COURSE STORYBOARD TEMPLATE:

Course Title: Labor Distribution Reporting

Section 1

Course Slide Instructions:

All slides will have a ________ effect transition with a duration of ________

All scenes will have a ________effect transition with a duration of ________

Title / Slide # / Section #	Visual Instructions / Developer Notes	Page/Media Text on Screen	Audio for Narration
Image of Slide	Description of how learner will navigate through each slide / interaction.	Description of what learner will see on screen.	Description of what learner will hear on each screen.

Section 2

Title / Slide # / Section #	Visual Instructions / Developer Notes	Page/Media Text on Screen	Audio for Narration

etc...

COMPLETED SCRIPT:

Labor Distribution Reports Track Development - Module 2 Script

Module 2 Title: Labor Distribution Reporting

Module Introduction

Narration: Welcome to this Financial Systems @ Penn State module! Before we begin this training session, there are some important pieces of information that you should know. This module is self-paced, meaning you can navigate to each lesson at your convenience using the left-hand menu. You may also use the "previous" and "next" buttons to navigate between slides, as well. Use the playback button to adjust the speed of the audio narration at any point. Some slides are interactive and will require you to select elements with your mouse or keyboard. Links to supporting resources and websites will open in a new tab in your browser. In this module, you will encounter knowledge checks, which will reinforce important concepts from the lessons. These checks are informal and do not have to be completed to proceed. If you are completing this module as a part of a track, you will fill out a formal assessment at the end of your training. And finally, if you'd like to view a transcript of any slide, select the Notes tab, and if you would like to use closed captioning, select the closed captions button on the bottom menu. Thank you, and let's begin!

Module Overview

Narration: In this module, we will explore the critical aspects of managing Labor Distribution (LD) reports within the SIMBA system. You'll learn practical skills such as initiating LD reports, inputting accurate financial details, understanding data accuracy considerations, and effectively sharing LD reports. By the end of this module, you will be equipped with the necessary skills to navigate and utilize SIMBA for LD reporting efficiently, empowering you to handle these tasks with confidence.

Module Objectives

Narration: This module will delve into the essential aspects of handling LD reports within the SIMBA system. You will learn how to input LD details accurately and understand how to ensure data accuracy and compliance. By the end of this module, you'll have a comprehensive understanding of managing LD reports effectively in SIMBA and be prepared to utilize supporting tools to streamline reporting processes.

Objectives

Identify what steps need to be taken to submit an LD report into SIMBA.

Explain how to input LD details and financial information accurately.

3. Articulate the importance of data accuracy and compliance in LD reporting.

4. Explain how to use the LD supporting tools effectively.

Lesson 1: Labor Distribution Reporting Essentials

Slide 1: LD Report Function

Narration: Our journey begins when you need to initiate an LD report. This could involve compiling payroll data, allocating costs to different accounts, or preparing financial summaries for review. The LD report is crucial for tracking labor costs distributed across various University organizational departments or projects. By capturing this data accurately, we can ensure that resources are allocated efficiently and transparently, providing reassurance and confidence in the process.

The LD report is not just a document but a versatile tool for multiple purposes. It plays a crucial role in budgeting, financial planning, and compliance with funding requirements. Providing a detailed view of where labor resources are utilized and how costs are managed becomes an essential aid for informed decision-making and strategic planning.

Slide 2: LD Report Preparation

Narration: Before entering details into SIMBA, reviewing payroll records, verifying cost allocations, and ensuring accuracy in financial data entry is recommended. This preparatory step is crucial because any errors at this stage can lead to significant discrepancies in the final report. Proper preparation involves cross-referencing payroll data with departmental budgets and ensuring all entries align with the University's financial policies.

Thorough preparation ensures accuracy and saves time during the validation and review stages, reducing the likelihood of needing corrections later.

Slide 3: LD Data Validation

Narration: Data validation is a critical step before finalizing an LD report. It involves verifying the accuracy and completeness of the data entered into SIMBA, ensuring that SIMBA's financial statements and reports reflect the University's financial position.

During data validation, it is recommended to check for consistency in the data, such as matching payroll entries with corresponding cost allocations and ensuring that all figures are accurate. This step helps identify and rectify discrepancies, ensuring the final report is reliable and precise.

Proper data validation also involves reviewing the report for any anomalies or outliers that may indicate errors or irregularities in the data entry process. By thoroughly validating the data, we can ensure the integrity of our financial reporting.

Knowledge Check

Question Type: Multiple Choice

Question: Why is data validation important in LD reporting?

Answer(s): (A) To increase processing speed, (B) To ensure accuracy, (C) To reduce costs, (D) To bypass compliance

Answer: (B) To ensure accuracy

Lesson 2: Create Labor Distribution Reports

Slide 1: LD Report Detail

Narration: Entering LD details accurately involves inputting various data points, such as employee hours, project codes, and specific cost centers. Each entry must be checked for precision to avoid errors impacting the financial outcomes of different departments and projects. Because LD detail entry can vary widely by department or unit, it is recommended that you consult with your supervisor for specific instructions as they apply to your role.

Multimedia: Consider including a few sample scenarios of LD detail entry.

Slide 2: LD Report Financial Details

Narration: Double-checking entries for accuracy and completeness when inputting financial information such as labor costs, overhead expenses, and project allocations into SIMBA's LD reporting interface is significant, which helps to avoid errors that could impact financial reporting and decision-making processes.

The review process we will cover in the next lesson is paramount to ensuring accurate financial input. This process involves multiple checks to ensure that all data entries are accurate and conform to the University's financial policies. Accurate financial input is important as it affects budgeting, forecasting, and the University's financial health.

Multimedia: Provide a visual guide or screenshot if applicable.

Knowledge Check

Question Type: Multiple Choice

Question: Which of the following should you review before submitting an LD report?

Answer(s): (A) Payroll records, (B) Cost allocations, (C) Financial summaries, (D) All of the above

Answer: (D) All of the above

Lesson 3: Labor Distribution Report Review & Approval

Slide 1: Ensuring Data Accuracy

Narration: Data accuracy is paramount in LD reporting to maintain the integrity of financial statements. Validating payroll data, cross-checking cost allocations, and ensuring consistency across reporting periods is paramount. This practice minimizes errors and discrepancies in financial reporting.

Accurate data entry and validation are also essential for ensuring that the financial reports provide an accurate and fair view of the University's financial position. It is recommended that data be regularly reviewed and updated to reflect changes in payroll, project allocations, or financial policies.

Multimedia: Present a visual resource depicting the importance of policy compliance within SIMBA.

Slide 2: LD Approver Roles

Narration: Clarifying a few essential approver roles is helpful before we explore the review and approval process for LD reports. When the LD planner originates a report, an LD Approver either approves or rejects a plan to encumber the salary on the appropriate cost collectors (any non-grant or sponsored program, such as operating, unrestricted, or endowment).

SIMBA incorporates up to five approver roles, ensuring that every LD report is thoroughly reviewed: Budget Administrator, Financial Officer, LD Approver, Research Administrator, and Director of Research Accounting. These roles aim to instill a sense of security and confidence in the reports' accuracy.

Multimedia: Present a visual resource depicting the importance of policy compliance within SIMBA.

Slide 3: Review & Approval Process Overview

Narration: A review and approval process exists for LD reports to verify accuracy and compliance. First, a planner creates a report which requires approval. The approver then receives an email and is sent to the Mendix system. The approver can either accept or reject the report. If approved, the report is routed to the next approver. It will be posted if the report is approved at the final stage. Two types of LD reports require approval: Effort Certification and LD reports. Workflow is an electronic notification system within SAP that is used for approvals, and SIMBA also uses it for distributionreport approvals. The approver receives an email to access a link in their SIMBA inbox, which will be routed to the Mendix system to review and approve the designated report.

A structured review and approval process ensures that errors or discrepancies are identified and corrected before the report is finalized. This step is crucial for maintaining the accuracy and reliability of financial data.

Multimedia: Add a video or graphic representation of the review and approval process.

Terms/Definitions:

a. Planner: Creates plans which are submitted for approval.

b. Approver: Approves and rejects plans or work items.

c. Inbox: Processes your standard and custom workflow tasks.

d. Workflow: A tool designed to facilitate and automate business processes that routes items electronically for approvals.

Slide 4: LD Workflow Overview

Narration: Once the LD planner submits a report, a workflow is triggered. If the report is not a grant or on a grant path, it moves to the Budget Administrator, who either approves or rejects it. If the report is approved, it moves to the Financial Officer. If the Financial Officer adopts the report, it is considered officially approved. If the Budget Administrator or Financial Officer rejects the report, it must be adjusted and resubmitted if necessary.

If the report is a grant or on a grant path, it is moved to the PI, which will either approve or reject it. The report will be transferred to the Research Administrator to approve or reject the plan if approved. If approved, it will be processed; however, if the report is adjusted a distribution for more than 30 days in the past, then additional approval and justification are required, and the report will move on to the Director of Research Accounting for approval or rejection. If the Director of Research Accounting approves the report, it is considered approved. If the PI, Research Administrator, or Director of Research Accounting rejects the report, it must be readjusted and resubmitted if necessary. Once a report is fully approved, it is posted in SIMBA.

Lesson 4: Labor Distribution Report Sharing

Slide 1: Sharing LD Reports

Narration: Once an LD report is finalized and approved in SIMBA, share it with stakeholders as needed. Use secure methods to distribute reports electronically or via print, ensuring confidentiality and accessibility for authorized recipients are always maintained.

Effective report sharing ensures that all relevant stakeholders have access to the information they need while maintaining the confidentiality of sensitive data. Choose the appropriate method of distribution based on the recipient's needs and the sensitivity of the information. If you need help with who to share an LD report with within your department or unit, consult your supervisor for additional guidance.

Multimedia:Provide an example scenario demonstrating secure report-sharing practices.

Slide 2: Data Transparency

Narration: Sharing summary LD reports with relevant stakeholders can promote data transparency, foster accountability, and facilitate informed decision-making, providing a clear path to success across departments and organizational levels.

Transparency in LD reporting is not just about data; it's about trust. It helps build trust among stakeholders and ensures that everyone has access to accurate and timely information. This practice supports a culture of openness and accountability within the organization, reinforcing our commitment to trust and integrity.

Interactivity Ideas: Compose an interactive element where users select different reporting tools for various scenarios.

Terms/Definitions:

a. Data transparency: building trust and accountability among stakeholders by providing open access to information.

Knowledge Check

Question Type: Multiple Choice

Question: Why is data transparency important in LD reporting?

Answer(s): (A) To increase complexity, (B) To foster accountability, (C) To limit access, (D) To avoid compliance

Answer: (B) To foster accountability

Module Conclusion

Conclusion

Narration: Congratulations! Completing this module equips you with essential skills for effectively managing Labor Distribution (LD) reporting in SIMBA. You've learned how to initiate LD reports, input accurate financial details, ensure data accuracy, and utilize supporting tools. With these skills, you can now report more efficiently, contributing to financial transparency and compliance within the University.

Objectives

1. Identify what steps need to be taken to submit an LD report into SIMBA.

2. Explain how to input LD details and financial information accurately.

3. Articulate the importance of data accuracy and compliance in LD reporting.

4. Explain how to use the LD supporting tools effectively.

Next Steps

Narration: If you are completing this module as a part of a SIMBA track, you may now move on to the next module or assessment in the track. Moving forward, you may also choose to review any portion of this module to refresh your knowledge of SIMBA, and if you have questions or need further guidance, be sure to consult the SIMBA Support module for assistance. All the best with your SIMBA journey!