Using Munis Version 11.2

Munis

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Using Munis

Version 11.2

For more information, visit www.tylertech.com.

Using Munis Version 11.2 Page 2

TABLE OF CONTENTS

Using Munis ........................................................................................................................................................... 3

Favorites ............................................................................................................................................................................ 5

Munis Permissions and Security .............................................................................................................................. 7

Munis Menus .................................................................................................................................................................... 7

Standard Screen Features ........................................................................................................................................... 8

Help and Settings ......................................................................................................................................................... 10

Ribbon ......................................................................................................................................................................... 13

Shortcut Keys ........................................................................................................................................................... 17

Table Headings ........................................................................................................................................................ 19

Finding Records in Munis ......................................................................................................................................... 19

Using Wildcard Card Characters in Searches............................................................................................... 20

Using Query (Advanced Find) ............................................................................................................................ 22

Managing Selected Records ................................................................................................................................ 24

Browsing Records .................................................................................................................................................. 25

Exporting Records .................................................................................................................................................. 26

Filtering Records..................................................................................................................................................... 26

Reports ................................................................................................................................................................ 27

Munis Scheduler ............................................................................................................................................... 27

Saved Reports ................................................................................................................................................... 29

Attach/Tyler Content Manager ................................................................................................................... 31

Attach ............................................................................................................................................................................... 31

Standard Munis Attachments............................................................................................................................. 31

Tyler Content Manager ......................................................................................................................................... 32

Excel, Word ........................................................................................................................................................ 34

Excel .................................................................................................................................................................................. 34

Word ................................................................................................................................................................................. 35

Using Munis Version 11.2 Page 3

Using Munis

Using Munis provides details for Munis

screen, ribbon, and standard menu options. It also

provides an overview of several features that enable you to efficiently manage information

within Munis programs.

To display the Munis menu, click Tyler Menu in the header of the Dashboard.

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Using the Search box on the Tyler Menu, you can search for Munis programs by name. When

you complete a search, results for multiple instances of the same program are summarized.

For example, if there are two instances of an identical Employee Master program on your

Munis menu, the search results display Employee Master (2). For programs with identical

names that are not identical programs, the search results display the name for each program.

You can also create a Favorites list for your frequently accessed programs, sorting them by

category for ease of use. In addition, the Dashboard also provides the Recent Activity section

that provides direct access to the ten most recently accessed programs. To return to a recently

viewed program, click the program name in the Recent Activity list.

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Favorites

The Favorites group on the Tyler Dashboard provides easy access to the Munis programs that

you use frequently.

To add a program to the My Favorites group, navigate to the program in the Tyler Menu and

then right-click the program name. When you click Add to My Favorites, the Dashboard

immediately includes the program in your My Favorites menu.

Using the Edit Favorites option on the Tyler Dashboard, you can create categories for your

favorite programs, and then add programs to those categories.

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To add a category to the Favorites group, click Edit Favorites, select Add Category, enter the

category name, and then click Save Favorite.

To add a menu program to a category, navigate to the program and copy the program URL.

On the Dashboard, click Edit Favorites, select the category, and then enter the program name

and URL. When you save the favorite, the page refreshes to provide the program in the

assigned category of the Dashboard menu.

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Munis Permissions and Security

Permissions and security settings determine the programs and options available to individual

Munis users. User permissions and security settings are typically determined by a user’s

responsibilities as they relate to using the Munis system. For example, a payroll entry person

does not necessarily require permissions to access the Tax Billing programs. Permissions and

security settings are maintained by system administrators using the Roles and User Attributes

programs available on the System Administration menu.

Munis Menus

In Munis, menus are available according to the security permissions granted to your user role.

Typically, permissions are granted according to need. For example, if your primary job is to

enter timesheets in Payroll, the System, Financials, General Revenues, or other menu options

may not be available.

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Menus are divided by Munis products, and then by modules within those products. For

example, Financials is a product and Accounts Payable is a module within that product. Within

a module, there are many programs.

Standard Screen Features

The standard Munis program screen contains several working sections, including a header, a

ribbon, menu options, and a navigation bar.

At the top of the screen, the header includes the Tyler logo, and the Minimize, Enhancement,

Help, and Close buttons.

Directly under the header is the Munis ribbon. This ribbon contains groups of related buttons

that allow you to perform various actions throughout Munis programs.

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The work area for a Munis program is centered on the screen and contains the fields required

to complete program actions. Often, if there are numerous fields, the work area is divided into

tabs, which sort the fields by intended use or purpose.

The navigation bar at the bottom of the screen allows you to move through an active set of

records, one record at a time, or to move directly to the first or last record of the set.

The Menu group in the ribbon provides the program-specific actions available for a program.

These options differ by program. Sometimes menu options display additional screens for the

selected program, and sometimes they open other related programs. For programs that have

multiple options, click More to view the complete list.

On-screen buttons and links provide access to information that is specifically related to the

active record. For example, in the Vendors program, the Addresses and Comments links,

along with the Performance and Commodity buttons, provide access to details specific to the

selected vendor record.

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Help and Settings

In the program header, the Tyler logo button provides access to the Help and Settings menus.

These menus provide information specific to the active program.

Help provides access to the Munis online help content, as well as a direct link to the Munis

KnowledgeBase and About Munis details.

 Munis online help provides screen-level help for programs and subprograms throughout

the Munis applications. Each help screen includes an overview, a field descriptions

table, a list of procedures, and links to additional resources.

 The Munis KnowledgeBase provides resource documentation for all Munis products.

When you access the knowledgebase using the Help button, the resulting search

screen automatically displays a list of documents related to the active program. When

you access the knowledgebase from the Help menu, knowledgebase search

functionality is not available.

 About Munis accesses program, system, and environment information, which is useful

when initiating a phone call to Munis Technical Support. A technical support specialist

might ask you to click this button to identify the version of the software you are using.

Munis programs operate differently, or have different features, depending on which

version you are using. Knowing which version of the software you are currently using

enables Munis Technical Support to tailor solutions to your specific needs.

Settings provides the Customize Field Form, View Database Columns, and Clear Stored Table

Settings options:

 Customize Screen Form allows system administration personnel to customize the text

and ToolTips found on standard Munis screens. This option is only available if the

Customize Munis Screen Forms check box on the Munis System Roles screen is

selected for at least one role assigned to your user ID.

 View Database Columns allows you to view the database headers for the fields on the

screens. This option is only available if the Allowed to View Database Detail check box

in Munis System Roles is selected for at least one role assigned to your user ID.

 Clear Stored Table Settings clears personal settings for hidden columns, column layout,

sort order, and so on.

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The header of each program screen includes the Minimize, Enhancements, Help, and Close

buttons.

Minimize

When you click the minimize button, the screen refreshes to display an abbreviated ribbon.

This ribbon includes only the key options for managing records. Labels for the options do not

display; however, if you hover your pointer over an option, the program provides a description.

The Menu option continues to provide access to a program’s extended functionality.

When you select an action option (for example, Add or Update), the screen refreshes to

display the Accept and Cancel options.

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Enhancements

Enhancements provides a link to current enhancement notes that are applicable to the active

program.

This feature is enabled on the General tab of the System Settings > Site Settings program.

Help

Help provides access to the Munis online help content for the active program.

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Close terminates the active program screen. If you have unsaved changes, the program

displays a confirmation message prior to closing.

Ribbon

The following table provides descriptions for the Munis ribbon groups and buttons. If a button is

dimmed on a program screen, the selection is not available.

Button

Description

Confirm

Accept saves information after you create or update a record. This button is

often highlighted when adding, updating, or searching for records.

Cancel

Cancel ends an operation, such as adding or updating a record.

Search finds records in a program. Search is often used to create an active

set of records before proceeding to another step, such as printing a report,

purging records, or posting invoices. In many cases, you can use wildcard

characters to further define a search.

Browse

Browse is available when an active set of records exists, or after an active

set is created using the Search or Define buttons. The browse screen

displays a list of all the records in the active set. You can sort, view, or

export data from the browse screen. On a browse screen, the Excel button

exports the data directly to a Microsoft

Excel spreadsheet.

Query Builder

Query Builder creates a query based on an expression or mathematical

equation. This option assists in finding records that meet very specific

criteria, but that cannot be defined by entering data directly into a field.

When you click Query Builder, the Query Wizard screen (similar to the

expression builders found in Microsoft Excel or Microsoft Access) provides

options for creating an expression based on the fields in the active program.

Actions

Add

Add enters a new record into the database. When you click Add, entry fields

become available with the cursor positioned in the first field. The program

may place default values in fields to save you keystrokes, but typically you

can replace the default values. Press Tab to move from field-to-field or

select a field with the pointer. When the cursor is in a field, helpful

information often displays at the bottom of the screen. Some fields have an

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Button

Description

additional help button that lists available field entries.

Update

Update adds data or changes existing data in a record. You can change

data in any active field. Fields that are not active typically are part of the

record key. The key is the field or combination of fields that uniquely

identifies the record from all other records. If you need to change data in a

key field, you must delete the record and enter it again.

Delete

Delete removes the record currently displayed from the program. If the

record is being used by another process, you cannot delete it. Once you

delete a record, you cannot recover it.

Global

Global provides the option for updating or deleting multiple records at one

time. Click the down arrow to access the global options available in the

active program.

Duplicate

Duplicate creates a copy of data and creates a new record in the same

program using the original data as a base. Once you duplicate data, you can

modify the new record.

Output

Print sends a report directly to your default printer. In many instances, this

output option provides the Output dialog box, which provides you with

multiple print settings and options. If a program has specific output sort

options or types, the program provides the appropriate options box when

you click Output Options.

Text File

Text File saves a report to a file in the Munis spool directory. After saving,

you can display or print the report from the Saved Reports program. The

Saved Reports program is available on the Departmental Functions menu.

To use the spool function from the File menu in a specific program, click

Output and then select File under Output Type.

PDF

PDF creates the report in PDF format. The program opens the document in

the installed PDF reader. Note: The PDF button is only accessible if the

Output to PDF permission is granted in Munis System Roles for at least one

role assigned to your user ID.

Preview

Preview immediately displays a report on the screen. For this option, the

program provides the report in HTML format with no page breaks.

Office

Excel

Excel exports the active set of records to a Microsoft Excel spreadsheet.

 If you click Excel from a browse screen, the program immediately

exports the data and opens the Microsoft Excel application.

 If you click Excel from a master program or subprogram screen, the

program displays the Export Filter screen. Use this screen to specify

the data field values to export to Microsoft Excel. When you click

Save and Exit, the program opens Microsoft Excel with the selected

data in the active worksheet.

In each case, the program inserts hyperlinks to the individual Munis records.

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Button

Description

The file created during export is automatically saved to your Munis directory;

use the Save As feature in Excel to save the file to a new location.

Word

Word creates an active set of records to export into Microsoft Word. It is

especially useful for spooled reports. This option enables you to format the

report in Microsoft Word prior to printing.

Email creates an email message that contains a hyperlink to the active

record. When the email recipient clicks the hyperlink, Tyler Dashboard

opens, and in turn opens the Munis program with the linked record as the

current record.

Note: This feature requires that the Tyler Dashboard be enabled.

Schedule

Schedule displays the Appointments screen, which schedules meetings that

are associated with the active record. When you click Add on the

Appointments screen, the program creates an email message containing

meeting start and end times, and a meeting description. You can define the

meeting times and modify the description, as appropriate. When the email

recipient accepts the meeting, it is automatically added to his or her

Exchange calendar.

Tools

Attach

Attach allows you to view, add, or delete documentation related to the

current record.

 If your organization uses Tyler Content Manager (TCM), the

Attachments option displays a Document Mappings dialog box. When

you select an available mapping, the program opens TCM.

 If your organization does not use Tyler Content Manager, the Attach

option provides a Munis Attachments screen, where you can add or

access documentation from your Munis server. If you change the

original document, the attachment is not automatically updated. To

keep attachments current, you must update the original documents

and manually attach the updated files.

Note: This option is accessible only if the View Attachments and Associated

Documents check box is selected in the Roles – Munis System program. In

addition, the TylerCM for Munis Settings program must get setup to

accommodate your attachments preference.

Notes

Notes provides the option for adding or updating notes for the selected

record. If more than one type of Notes options are available, click the down

arrow to select the applicable notes option and add or update a note using

the Text Editor program.

Notify

Notify provides integration with the Tyler Notify program, which provides

options for contacting Munis customers by telephone, email, or text

message using predefined content.

Note: This feature is only available if your organization has installed and

implemented Tyler Notify.

Audit provides the audit history for the selected record.

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Button

Description

Audit

MapLink

MapLink provides integration of map data sources with Munis programs.

The MapLink application is not launched as an interactive application;

however, you are able to view a data set in Munis that has been modified

during a MapLink session. Click the down arrow for MapLink options.

Alerts

Alerts allows you to add or view all reminder alerts or reminder alerts for the

current record. Reminder alerts distribute emails at specified dates as a

reminder of upcoming events or activities that require attention. Reminder

alerts are established using the Alert Administration programs on the

System Administration menu. The Alert programs are not available for use

with all Munis programs. Click the down arrow to manage alerts.

The Menu group provides options specific to managing data in the active

program and options for accessing related programs. The options in this

group vary by program; for programs with multiple options, click the More

arrow to view the complete list.

Return

Return closes the current screen and returns you to the previous screen of

the active program.

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Shortcut Keys

Munis provides task shortcut keys and menu shortcut keys that allow you to use your keyboard

to complete tasks or access program options.

Task shortcut keys are available for actions typically initiated from the ribbon. When you hover

your pointer over a ribbon option, a ToolTip provides a description and the applicable shortcut

keys, as available. For example, if you hover your pointer over the Search option on the

ribbon, the ToolTip indicates Ctrl+F as the shortcut for the action.

Available Shortcuts

Shortcut

Action

Enter

Saves the active record.

Esc

Cancels changes to the active record.

Tab

Moves forward to the next available field; press Shift+Tab to move

back to a previous field.

Space Bar

 Clears or selects check boxes.

 Displays available options in a list field. Use the up and down

arrows to move through the options; press Enter to select an

option.

Ctrl+U

Initiates Update mode for the current record.

Ctrl+Alt+P

Prints the active record or active set of records.

Ctrl+I

Initiates Add mode in an active program.

Ctrl+F

Initiates the Search process.

Ctrl+D

Deletes the active record.

Ctrl+B

Provides a browse screen of the active set of records.

Ctrl+Down Arrow

Move to the next record in an active set.

Ctrl+Up Arrow

Move to the previous record in an active set.

Ctrl+Right Arrow

Move to the last record in the active set.

Ctrl+Left Arrow

Move to the first record in the active set.

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Menu shortcut keys are assigned to the program-specific options available in the Menu group

of the ribbon. These shortcut keys are programmatically created and assigned to the Menu

group option in the following order:

 Alt+1 through Alt+0

 Alt+Shift+1 through Alt+Shift+0

 Ctrl+Alt+Shift+1 through Ctrl+Alt+Shift+0

These shortcut keys do not function with the numeric keypad; you must use Alt+[standard

keyboard number] for these to work. In addition, these shortcut keys are assigned to existing

Menu options, in the order the Menu options are currently arranged. If a new option is added

between two existing options, the shortcut keys change from the point of the added option

through the rest of the available options. The same is true if a Menu option is removed; in this

case, all shortcuts from the deleted option through the remainder of the list are reassigned.

When you hover your pointer over an option, the ToolTip provides a description of the option

and the shortcut key in parentheses. For example, in Account Master, Alt+1 displays the

Amounts page.

For programs that have existing hard-coded shortcut keys, two shortcut keys are presented.

For example, in General Journal Entry/Proof or Application Entry, shortcut keys are embedded

in the code and these are presented as the first shortcut key option in the ToolTip.

In these cases, press the alpha shortcut key or the Alt+# key to activate the selected option.

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Table Headings

On browse screens and in other instances where Munis provides information in a table format,

the column headers for tables include column display and sort order options. To define the

columns that display or to reset the sort order, right-click a column heading. Select or clear

check boxes to add or remove items from the display, or use the options provided to reset the

entire table.

Within a table, to change the order of columns, click a column header and drag it to a new

postion.

Finding Records in Munis

There are several ways to find existing records in Munis programs. Most commonly, click

Search on the ribbon, complete available fields, and then click Accept to create an active set of

records that match the search criteria. If you click Search, leave all the fields blank, and then

click Accept, you create an active set of all records stored for that program.

For the most efficient search, be sure to complete the Key or Required fields on the screen.

Key and required fields are identified by boldface labels.

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Using Wildcard Card Characters in Searches

Wildcard characters are symbols that refine your search criteria or provide a substitute for

unknown values. Boxes where you can type characters or numerals accept wildcard

characters. For example, in a Name field, if you type “J” and use the asterisk (*) wildcard

character, the program finds all names that begin with “J”.

In this case, the program displays the first record in the active set of records matching the

search criteria. Click Browse in the Search group of the ribbon to view a list of all results.

In programs such as the Bank Codes program, enter *Bank* in the Name field to find all

records with the word “Bank” in the name. Using the asterisk before and after the word finds all

banks, including those that begin with the word “Bank” (for example, Bank of America) and

those that end with the word “Bank” (such as National Bank).

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The greater than and less than symbols are often used in date boxes when you are trying to

find records before or after a certain date. For example, to find all records that have been

added to a program on or since January 1, 2005, type >=01/01/2005 in the date box.

The following table provides a list of wildcard characters and their descriptions.

Symbol

Description

is null

Use to find records that have a NULL in a field.

= or ==

equal to

Use to find records that are equal to the value typed in the box. For

example, typing =ME in the State box finds records where the value

equals ME.

less than

Use to find records with a value less than the data typed in the box. For

example, typing <L finds data from A–K.

less than or equal to

Use to find records with a value less than or equal to the data typed in the

box. For example, typing <=L finds data from A–L.

greater than

Use to find records with a value greater than the data typed in the box.

For example, typing >L finds data from M–Z.

greater than or equal to

Use to find records with a value greater than or equal to the data typed in

the box.

For example, typing >=L finds data from L–Z.

<> or !=

not equal

Use to find records with values not equal to the data typed in the box. For

example, typing <>1 finds all records where the value is not equal to 1.

less than ASCII (33)

Use to find records that have a space in a field.

: or ..

range

Use to find records based on data between and including two limiting

characters.

For example, typing A:C finds Alabama, Bermuda, California. Typing a:c

finds account, bank, credit.

Use to find records with this value or that value. For example, typing

Cash|Charge finds all records where the value equals Cash, if it exists,

and all records where the value equals Charge, if it exists.

wildcard

Use to find all records with the same sequential character string that

begins, includes, or ends with an asterisk (*). For example, typing ARL*

finds all records starting with ARL, such as ARLBERG, ARLINGTON,

ARLON, and so on. Typing *H finds all records ending with H such as

SMITH, WORTH, and so on.

single-character wildcard

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Symbol

Description

Use to find all records with the same sequential character string where

only a single-character differs. For example, typing A?C finds all records

where the value equals ABC, ADC, ACC, AEC, and so on.

[c]

a set of characters

Use to find all codes, as follows:

 Start with N or T: [NT]*

 Start in lowercase: [a-z]*

 Start in uppercase: [A-Z]*

Use to find all two-character codes, as follows:

 Start in lowercase: [a-z]?

 Start in uppercase: [A-Z]?

Using Query (Advanced Find)

Query creates a query based on the fields in the active program. It enables you to create

queries in fields in which you cannot perform a simple search, such as fields with multiple

selections. The Query button is available in the Search group; it is only accessible after you

click Search.

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List expressions are formatted by inserting a vertical bar (|) between each item. Range

expressions are formatted by inserting a colon (:) or two periods (..) between two values, or by

using greater than (>), less than (<), equal to (=), or a combination of these symbols (for

example =>10 returns all values equal to or greater than 10).

The Load tab stores queries for specific programs so that you can use them again. For

screens that allow for multiple Finds, use concise descriptions for saved queries in order to

make it clear which queries are appropriate for each Find. When you save a query, click

Accept on the ribbon prior to executing the query, then type a description of the query in the

prompt that the program displays. By default, saved queries are available to all users. If the

Make Public check box is not selected on the Save As screen, then only the user who created

the query may access it.

To create a query:

1. Click Search on the ribbon.

2. Click Query Builder on the ribbon.

The program opens the Query Wizard program with the Fields tab displaying the fields and

the type of fields in the active program.

3. Type an expression directly into the Expression column or click the Format option to open

the Edit Assistant, Dropdown Assistant, or Date Assistant tab.

Query Wizard opens the appropriate assistant for the type of field that you are querying.

4. Build an expression:

 List expression.

Add items to include in your list expression.

 Range expression.

Select the low value and high value for the range.

Click the Switch option to change between the range expression and the list expression.

5. Click Format again.

The list or range expression you created appears in the Fields tab.

6. Click Execute to display the new active set of records created by the query.

To save a query for use at a later time, click Save As from the Fields tab or one of the

Assistant tabs. Once you have created a query, you can view or select them using the Load

tab.

To remove an item from the Select List of Items on the Dropdown Assistant tab, double-click

the item or press Enter to remove the item from the list.

Note: When you save a query, the program checks the entered description to see if it matches

one that you have already entered. (This check is not case-sensitive.) If the descriptions are

the same, you can save the new query in place of the old one. You cannot save a public or

private query with a description that another user has already used for a public query.

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Managing Selected Records

An active set consists of records with information matching your search criteria. You create an

active set when you complete a search that produces multiple records that you can navigate

and view.

At the bottom of a program screen, a navigation bar displays the number of the record that you

are currently viewing, the total number of records, and options to assist you with navigation.

You can view records in the active set one at a time or you can click Browse on the navigation

bar to view a list of all records in the active set. In the following example, you are viewing

record 2 of 36.

To navigate the active set of records:

 Click First to view the first record in the active set (record 1).

 Click Previous to view record 1 of 36.

 Click Next to view record 3 of 36.

 Click Last to view the last record in the active set (record 36).

The active set remains active until you perform another search or close the program.

Note: The Attachments button displays in the navigation bar according to the parameters

defined in the System Administration > System Settings > Site Settings program. If the

Remove the Indicator from Application Main Screens check box is selected on the General tab

of the Site Settings program, the Attachments button is not available in the navigation bar.

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Browsing Records

Once you have created an active set of records within a Munis program, click Browse to

display the collected data in a table format.

You can sort the data, view or hide columns, export the data, or filter the data to create a more

specific data set:

 To view or hide columns, right-click the column headings. Select the columns containing

data you wish to view; clear those columns that you wish to hide. Click outside the

heading list to display your selections in the revised format. When you create an output

file or report from a browse screen, the output does not include columns that you have

hidden on the screen display.

 To sort the data, click the column heading that you want to use as the sort key; the data

sorts in ascending order. If you click the column header again, the data sorts in

descending order.

 To resize columns, position your pointer at the bar between column headings and hold

the mouse button down while you drag the bar to the right or left.

Once you have the records selected and sorted as you wish, use the Preview, PDF, Print, or

Text File ribbon button to view, print, or save a report of the records; click Word to export the

records to Microsoft Word or click Excel to export the records to Microsoft Excel.

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Exporting Records

When you click Excel on a standard browse screen, the program exports the active set of

records to a Microsoft Excel spreadsheet. The Excel spreadsheet includes a hyperlink to the

record within Munis.

If you do not have the correct version of Excel, the program displays a message that directs

you to save the file to your workstation.

Filtering Records

The Munis browse screen includes a filter option that provides a filter for the active set of data.

To filter data:

1. Click the Filter button.

2. Enter filter data. Use wildcards such as the asterisk (*), less than (<) symbol, or greater

than (>) symbol; use <> or != for 'not equal to'.

3. Choose the field on which to filter the data.

4. Click Go to execute the filter.

If you filter the data such that no records are found, the previous results remain on the

screen, and the program displays the following message: "Clearing filter, no records found."

5. Click OK to continue.

Notes:

 Filters are not case-sensitive.

 Filter results are 'equal to' for date or numeric columns, and 'contains' for character

columns (unless you include special characters such as >=).

 Totals, which can be any mix of sum, average, minimum, or maximum value, are

recalculated for any filter.

 Format strings may obscure a column's true value, especially with 'float' types. For

example, the true value might be 345.67, but the column might only show '345'. If you

created a filter '=345', this record would not be included because the filter would see the

true 345.67 value, even though the user would not, because of a format string with no

decimals showing.

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 The asterisk (*) wildcard character can be used with character columns. Using wildcards

with numeric or date columns is allowed, but may lead to unpredictable results.

Reports

In many Munis programs, you can create reports by creating an active set of records and then

using the Output ribbon options (Preview, PDF, Print, or Text File) to view, print, or save the

report. If the Word or Excel buttons are active within a program, you can also export the report

to a Microsoft Word document or Microsoft Excel spreadsheet.

When you select Preview, the program provides the report in HTML format with no page

breaks.

Munis Scheduler

From the Inquiries and Reports menus and from within many Munis programs, you can create

reports of stored data and records. The Munis Scheduler program works with the reporting

features to allow you to process reports at scheduled times.

In order to use Scheduler, the Enable Scheduling check box must be selected in the Scheduler

Engine program, and Scheduler privileges must be assigned by your system administrator. To

receive email alerts, a correct email address must be included in the user record.

Munis Scheduler saves a copy of the import, export, or report criteria established at the time

specified for the scheduled import, export, or report. Jobs scheduled to run on the thirty-first of

each month run on months with 31 days. To schedule a job to run at the end of every month,

select Daily, Monthly, or similar options from the date lists in programs.

If your organization uses Tyler Content Manager, you can store reports in the Tyler Content

Manager database. If you have the appropriate permissions, you can also include a link to the

document in the notification email. You must have the TylerCM Single Document Viewer

installed in order to include document links in notification emails.

Once the system administrator has enabled Scheduler privileges for you, programs that are

enabled to work with Scheduler display the Execute This Report list. The Execute This Report

list has three options: Now, In the Background (now), and At a Scheduled Time.

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To create a report without using Munis Scheduler, select Now from the Execute This Report

list, and then use the Output ribbon buttons to create the report in the appropriate format. To

create the report using Munis Scheduler, select In Background (Now) or At a Scheduled Time

from the Execute This Report list.

When you select In Background (Now) or At a Scheduled Time, the program displays the

Munis Scheduler screen.

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In the Scheduler Settings fields, define the report and establish the one-time processing date

and time. Click Notify to update the notification triggers and recipients for the Scheduler

activities. On the Notifications screen, select the event to trigger the notification, and then

identify the recipient by user ID, role, or email address.

Saved Reports

The Saved Reports program manages reports that have been directed to the Munis spool

directory. With the print spooler, you can hold, reprint, or delete Munis reports. You can also

print specific ranges of a report.

If your organization uses the Tyler Content Manager or the Laserfiche content management

system, use the Saved Reports program to submit or retrieve documents from these systems.

This program provides content submittal and retrieval using Tyler Content Manager or

Laserfiche, according to the settings applied in the System Settings program.

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If your organization uses Tyler Content Manager, the Submit - TylerCM and Retrieve -

TylerCM options are available. If your organization uses a Laserfiche content manager, the

Submit - Laserfiche and Retrieve - Laserfiche options are available.

When you open the Saved Reports program, click Search to create a list of all the files

available in the spool directory.

On the Search Results screen, click Display Reports on the ribbon to view a selected file or

files; the report displays a Display Options box. In this box, select No Filter to view all the files,

select Use Page Ranges to view only specific pages, or Use Line Ranges to view only specific

lines. Select the files to display. If you selected Use Page Ranges or Use Line Ranges,

complete the Start and End boxes with the page or line numbers that you want to view for each

file. Click Select All to select all of the files, or click Select None to clear all of your selections.

To display PDF files, click Text as PDF. When the program displays a list of files, click Select

All to select all reports in the list, or select the individual check boxes for those reports to view.

Click Select None to clear all of the check boxes.

To print reports, find the report or reports to print, and then click Print Reports. The program

provides print options, for example, you can print whole documents, specific page ranges, or

specific line ranges. You can also define the number of copies to print, the format (landscape

or portrait), and the printer.

Click Select All to select all the reports in the list, or click Select None to clear the check

boxes.

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Attach/Tyler Content Manager

The Attach, Word, and Excel options allow you to attach documents to a Munis record, or to

export Munis data to a Microsoft Word document or Microsoft Excel spreadsheet. These

options must be activated by your system administrator to be available. To use the Word and

Excel options, you must also have Microsoft Word and or Microsoft Excel installed on your

computer.

Attach

Attach allows you to view, add, or delete documentation related to the current record.

The View Attachments and Associated Documents check box in the Roles – Munis System

program restricts access to the Attach button on the ribbon. If this check box is not selected,

the Attachments option is not available.

Standard Munis Attachments

If your organization uses standard Munis attachments, click Attach on the ribbon to display the

Attachments screen.

To add a document, click Add in the ribbon, complete the File Upload dialog box, and then

navigate to the file to upload to attach a document. Once you have selected the file, the

program displays a File Attributes screen, where you enter a document title that displays on

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the Attachments list and determine if the document should be available from other

applications, such as Munis Self Service.

The file name extensions for the files you can attach to programs are established in the

System Miscellaneous Codes program. File names can contain up to 64 characters, including

the file extension.

To remove an attachment, click Attach on the ribbon, highlight the document to remove from

the Attachments screen, and click Delete. To view an attachment, click Attach on the ribbon,

highlight the document to view, and click Accept.

Tyler Content Manager

If your organization uses Tyler Content Manager (TCM), when you click Attach, Munis provides

the Document Mappings dialog box.

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When you highlight any of the other Document Mapping items and click View Documents,

Munis launches TCM for the selected document mapping and its associated document type.

For more information on using Tyler Content Manager, access the Munis KnowledgeBase and

from the Topic list, select Tyler Content Manager.

Note: The View Attachments and Associated Documents check box in the Roles–Munis

System program restricts access to the Attachments button on the ribbon. If this check box is

not selected, these options are not available.

If your organization uses a Laserfiche

content manager, the TCM provides access to your

content management system.

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Excel, Word

The Excel and Word options export Munis data to a Microsoft Excel spreadsheet or Word

document. To use the Word and Excel options, you must also have Microsoft Word and or

Microsoft Excel installed on your computer.

Excel

When you create a report within a program, or when you are completing a specific report or

inquiry program, the Excel ribbon button exports collected data into Excel columns, where you

can manipulate the data according to your requirements.

The Export Filter defines the values to include in the export. For example, if you create an

active set of data in the Employee Deductions program and click Excel, the program displays

the Export Filter with a list of all the available fields.

Select or clear the check boxes for the fields to include in the export, and then click Save and

Exit to export the files and open Microsoft Excel. The program opens Microsoft Excel with the

exported records as the active file. If the Enable Hyperlinks check box on the Export Filter

screen is selected, the file includes hyperlinks to the records in Munis.

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If you select Excel from a Munis browse screen, the Export Filter is not available. In this case,

the program exports the selected data directly to Microsoft Excel.

Word

Word exports the active set of records into Microsoft Word Mail Merge. When Mail Merge

opens, the Template Options tab is active.

The Template to Use list provides a list of available templates for reports. To export records

directly into a Microsoft Word document, select No Template (Raw Data) from the list, and then

click Use. Microsoft Word opens with the selected report as the active document. The file

created during export is automatically saved in the directory where the Munis software is

installed. Click Save As from the File menu on the Word ribbon to save the file to another

directory.

In the More Options group on the Template Options tab, the Template Library button opens the

Munis KnowledgeBase with a list of all of the templates available for the program from which

you accessed Word. Not all programs have templates; if templates are not available, the

program opens the Munis KnowledgeBase showing no search results and with all options

dimmed. Close the Munis KnowledgeBase screen to return to the Munis Word Mail Merge

screen.

The Export Data Source button on the Template Options tab exports the current data to a .csv

file. Using this file, you can create your own template based on the exported data.

The Use TCM Merge button is available on the Template Options tab when your organization

uses Tyler Content Manager (TCM) and a Microsoft Windows® Server. When you click this

button, the program displays the Defined Mappings screen, which allows you to use a TCM

template for the document and to archive the document to TCM.

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On the Maintain Templates tab, you can add, update, or delete templates available for use in a

program. When you add or update a template, you can establish use and maintenance

restriction levels.

Template Use Restrictions

Each template has user restriction features that allow you to define who may use and maintain

it. There are four types of user restrictions that you may choose in the Use and Maintain lists:

 Owner: Only the owner or creator of the template may use or maintain the template.

The owner is determined by the user who originally added the template to Munis and

cannot be changed. In order to change the owner, you have to delete the template and

the new owner must add it. If the current user's login does not match the owner, then

access to the template is denied.

 User: Only specific users are allowed to use or maintain the template. This list is

maintained manually on a template-by-template basis. Users' logins are checked

against this list to verify that they are authorized to use the template.

 Department: Only specific departments are allowed to use or maintain the template.

This list is maintained manually on a template-by-template basis. Users' departments,

as defined by the system administrator, are checked against the list of departments to

verify that they are authorized to use the template.

 Public: Anyone can use/maintain this template.