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05 - Navigating The LGU System (Report Period and User Accounts)

1. The document provides instructions for local government unit users on managing accounts and report periods in the eSRE v3 system under the LGU Integrated Financial Tools. 2. It describes the different user roles of encoder, reviewer, and approver and their corresponding functions. 3. The steps are outlined for viewing and searching users, adding, editing and deleting users, as well as creating report periods and changing their status.

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Gerald Buslon
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182 views14 pages

05 - Navigating The LGU System (Report Period and User Accounts)

1. The document provides instructions for local government unit users on managing accounts and report periods in the eSRE v3 system under the LGU Integrated Financial Tools. 2. It describes the different user roles of encoder, reviewer, and approver and their corresponding functions. 3. The steps are outlined for viewing and searching users, adding, editing and deleting users, as well as creating report periods and changing their status.

Uploaded by

Gerald Buslon
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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D E PA R T M E N T O F F I N A N C E

BUREAU OF LOCAL GOVERNMENT FINANCE

Refresher Training for the Roll-Out of eSRE v3 under the LGU


Integrated Financial Tools (LIFT)

NOEL G. ENRIQUEZ
Local Assessment Operations Officer III
BLGF VII
Golden Prince Hotel & Suites
Jan 29 – Feb 1 2018
Navigating the LGU
System
Managing User Accounts
Report Period

2
LGU System Roles

Type Function
Encoder Encodes report details in the system.
Reviewer Reviews encoded data.
Approver Approves encoded data.

Triggers Packaging of Reports to be uploaded in the


eSRE Central System.
View List of Users

1. Click User Management on the left menu. Sub-menu will be displayed.


2. Click Users on the sub-menu. Users page will be displayed.

4
Search a User

1. Click User Management on the left menu. Sub-menu will be displayed.


2. Click Users on the sub-menu. Users page will be displayed.
3. Enter Full Name.
4. Click Search. Records will be displayed based on the search input.
5
Advance User Search
1. Click User Management on the left to be used as criteria for advance search
menu. Sub-menu will be displayed. will be displayed.
2. Click Users on the sub-menu. Users page 4. Enter Login Name/ID.
will be displayed. 5. Click Search. Records will be displayed
3. Click Show/Hide Advance Search. Fields based on the search input. 6
Add a User
1. Click User Management on the left menu. Sub-menu will be 7. Enter Designation.
displayed. 8. Select Active.
2. Click Users on the sub-menu. Users page will be displayed. 9. Click Add Role. New Field will be displayed. Select Role.
3. Click Add User. Users window will be displayed. 10. Click Add Role to add more.
4. Enter Login Name/ID. Enter Password. 11. Repeat steps. Click Save. Message Box will be displayed.
5. Enter First Name. Enter Middle Name. Enter Last Name. 12. Click Ok. 7
6. Enter Email.
Edit a User

1. Click User Management on the left menu. Sub- displayed.


menu will be displayed 4. Edit fields as necessary.
2. Click Users on the sub-menu. Users page will be 5. Click Save. Message Box will be displayed.
displayed. 6. Click Ok.
3. Click Edit (Pencil Icon). Users window will be 8
Delete a User

1. Click User Management on the left menu. Sub-menu displayed.


will be displayed 4. Click Yes. Message Box will be displayed. “Do you want
2. Click Users on the sub-menu. Users page will be to delete the record?”
displayed. 5. Click Ok. Record will be deleted.
3. Click Delete (Trash Icon). Confirmation Box will be
9
Report Period

10
D E PA RT M E N T O F F I N A N C E
BUREAU OF LOCAL GOVERNMENT FINANCE

1. Click Report Period. 5. Select Status.


2. Click Add Record. 6. Click Save.
3. Select Year. www.blgf.gov.ph
4. Select Quarter. 11
Report Period Status
Role Access

Encoder  Can create period and set status to “Open”


 Can change status from “Open” to “For Review”

Reviewer  Can create period and set status to “Open”


 Can change status from “Open” to “For Review”
 Can change status from “For Review” to “For Approval”
 Can change status from “For Review” to “Open”

Approver  Can create period and set status to “Open”


 Can change status from “Open” to “For Review”
 Can change status from “For Review” to “For Approval”
 Can change status from “For Approval” to “Approved”
 Can change status from “Approved” to “Open”
 Can change status from “For Approval” to “Open”
 Can change status from “For Review” to “Open”

12
Reminders
• Report Period must be opened first before encoding.
• Treasurer, Budget Officer and Assessor has to open
their own report periods.
• Change the report period to “Approved” before it can
be uploaded to Central System.
• “Approved” report status indicates that the report
already pass the review and approval of the Treasurer.

13
Thank you.

14

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