finance and administration
systems & Procedures

SmartStream Class Descriptions

Online tutorials are required, while the instructor led classes are optional.

Online Tutorials

Understanding the UDAK

This online tutorial is designed to provide all MUSC employees with an understanding of MUSC’s User Defined Accounting Key (UDAK) and its significance in their daily activities. Subjects covered include:
  • Understanding the benefits of the UDAK
  • Elements of the UDAK
  • How the UDAK is used in the SmartStream Financial System

Introduction to SmartStream Financials

Required web based tutorial that is intended to give users a overview of SmartStream. Subjects covered include:
  • Initial steps in getting started using SmartStream
  • Tools available to SmartStream Users
  • Creating Activity Lists
  • Activity windows for Inquiry users
  • Basic navigation tips
  • File Open searches
  • List of Contacts for SmartStream related questions
  • List of "How Tos

Accessing the Financial Reports

This online tutorial is designed to provide users how to access the Finance Applications on the Internet including the Financial Reports.
  • Describes how to use the MUSC Financial Report application that includes Available Balance, Month End Reports, Procurements Reports, and Fixed Asset Reports.
Instructor Led Class

MS Access for SmartStream Financials (1/2 Day Class)

This instructor led course will teach individuals how to create queries and reports based on the SmartStream financial tables using Microsoft Access. Subjects covered include:
  • Attatching to the SmartStream tables
  • Creating basic queries using sort order and criteria
  • Using multiple criteria and calculated fields
  • Exporting query results to Excel
  • Creating parameter queries
  • Creating Reports using the Report Wizard
  • Modifying reports in the design view
 
 
 

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