Setting up a new Funding Office in AMS
The following information is required in order to set up new Funding office in AMS. This needs to be sent to the Centre Awards with a cc to AMS@savethechildren.org
SN | Topic | Description | Remarks |
1 | Sign Off | Formal approval/confirmation about the decision to set up a new Member/ Funding Office (in AMS, agresso etc) |
|
2 | Funding Office Name | Full name of Funding Office | e.g. Netherlands, SCI Directly Received |
3 | Funding Office Code | Needs coordination with Agresso | e.g. 994, 764
Seek Data Governance (scdg@savethechildren.org) approval for code sign off |
4 | AMS Champion(s) | Name/ email address of appointed AMS Champion | AMS Champions will: · have delegated rights to manage reader and editor permissions · be the AMS focal point during the transition
|
5 | Award Management Lead | Name/ email address of the appointed Award Management Lead |
|
6 | Funding Member | Is the Member able to pass funds onto Implementing Offices? | E.g. Yes or No |
7 | Can fund Member funding offices | Can the Member fund other Member funding offices? | E.g. Yes or No |
8 | Can fund Member- managed implementing offices | Can the Member fund Implementing offices that are managed by other Members? | E.g. Yes or No |
9 | Can use multi-source Funding Streams | Can the Member use the multi-source funding stream functionality in AMS? | E.g. Yes or No Multi-source funding streams are currently only available to ‘Pooled Funds – Humanitarian’ funding Office |
10 | FMS Client Code |
| Legacy code no longer in use |
11 | Second Level Risk | Risk level that triggers second level approval. See options on the right | · Low · Medium · High · Critical |
12 | Third Level Risk | Risk level that triggers third level approval. See options on the right | · Low · Medium · High · Critical |
13 | SC funding office 1st level approver | Name/ email address of the first level approver (if applicable) |
|
14 | SC funding office 2nd level approver | Name/ email address of the second level approver (if applicable) |
|
15 | SC funding office 3rd level approver | Name/ email address of the third level approver (if applicable) |
|
16 | SC funding office 2nd level amount | Award amount that triggers second level approval (The amount is set in USD) |
|
17 | SC funding office 3rd level amount | Award amount that triggers third level approval (The amount is set in USD) |
|
18 | Status | Is this an active Member entity? See options on the right | · Active · Inactive |
Things to plan for:
Refer to Setting up new Implementing Office in AMS article to ensure a complete set up of AMS.
Training plan to ensure that the relevant awards, programs and finance teams in the Member office are trained on AMS, AM business processes and inter-linkages with other processes and systems.
System interfaces, downstream linkages:
Coordination with the IT architecture team (regarding SCI Data Warehouse, Member Data warehouses and any other downstream systems impact)
KPIs, Power BI reports, AMS reports (e.g. Portfolio Analysis reports)
Steps to create a Member/ Funding Office in AMS
Once the above information is confirmed, log an ITS ticket with the completed table above attached
L1 to escalate ticket to L2 for action
Application Owners will create the new Member within the system, see step by step actions below:
Click on ‘Admin’ → ‘Members’
Once on the Members page click on ‘create new Member’
Use the information provided in the table above to complete the fields
Once complete, click save
Once the new Member office has been set up in AMS, inform impacted downstream system owners