7.14.6  Management Information System (MIS)

Manual Transmittal

August 02, 2012

Purpose

(1) This transmits revised text for IRM 7.14.6, Employee Plans EDS User Manual, Management Information System (MIS).

Material Changes

(1) IRM 7.14.6.1, Overview was updated to reflect that Business Objects (BO) is now the main system for generating management reports.

(2) The following subsections were removed because the reports, their names and structure are obsolete:

  1. IRM 7.14.6.2, Case Inventory Reports

  2. IRM 7.14.6.3, Determination Cycle Time Reports

  3. IRM 7.14.6.3.1, Queries Performed on Closed Cases

  4. IRM 7.14.6.3.2, Overage Percentage of Inventory

  5. IRM 7.14.6.3.3, Age of Disposals

  6. IRM 7.14.6.3.4, Age of Inventory

  7. IRM 7.14.6.3.5, Disposal to Receipt Ratio

(3) IRM 7.14.6.3.6 Unpostable Listings moved to IRM 7.14.6.3.

(4) IRM 7.14.6.4, Employee Rosters renamed Employee Roster.

(5) Renamed IRM 7.14.6.2, User Fee Report and added Exhibit 7.14.6-2, User Fee Report to reflect this new report.

(6) Exhibit 7.14.6-1, Management Information System (MIS) Main Menu updated to reflect new screen shot of MIS.

(7) The following exhibits were all removed because these reports as named and structured are obsolete:

  1. Exhibit 7.14.6-2, Case Inventory Listing Submenu

  2. Exhibit 7.14.6-3, Case Overage Listing Submenu

  3. Exhibit 7.14.6-4, Age of Disposals by Form

  4. Exhibit 7.14.6-5, EP Determination Cycle Time

  5. Exhibit 7.14.6-6, Cycle Time - Table 9 Submenu

  6. Exhibit 7.14.6-7, Waiting Closing Approval

(8) The following new exhibits were created to reflect the print screens when these options are selected on Employee Plans - Exempt Organizations Determination System (EDS):

  1. Exhibit 7.14.6-2, User Fee Report

  2. Exhibit 7.14.6-3, Unpostable Listings

  3. Exhibit 7.14.6-4, Employee Roster - Division

  4. Exhibit 7.14.6-5, Employee Roster - Org. Code

(9) Exhibit 7.14.6-8, Print Format/Selection Screen moved to Exhibit 7.14.6-6.

Effect on Other Documents

IRM 7.14.6 dated January 31, 2006 is superseded.

Audience

Tax Exempt Government Entities TE/GEEmployee Plans Personnel

Effective Date

(08-02-2012)

Robert Choi
Director, Employee Plans
Tax Exempt and Government Entities

7.14.6.1  (08-02-2012)
Overview

  1. This IRM provides procedures to Employee Plans (EP) employees who review, analyze and interpret EP determination applications on how to use MIS, a subsystem of EDS.

  2. With the implementation of the Tax Exempt Determination System (TEDS), TEGE found it necessary to adopt a new management reports system that could provide a better means to gather, access, analyze, share and correlate data. The system chosen was BO. Management reports are generated through BO with the exception of five reports.

  3. The five reports that continue to be generated on EDS through MIS are:

    1. User Fee Report

    2. Unpostable Listings

    3. Employee Roster - Division

    4. Employee Roster - Org. Code

    5. Listing for MF Codes (Only used by EP Determinations Processing Section Adjustments Unit and not described in this IRM)

  4. These reports on EDS are accessed through the MIS Main Menu. See Exhibit 7.14.6-1.

7.14.6.2  (08-02-2012)
User Fee Report

  1. The user fee report shows modifications made by the user fee clerk to user fees paid for a specific period. These modifications consist mostly of user fee refunds or additional payments received. See Exhibit 7.14.6-2.

7.14.6.3  (08-02-2012)
Unpostable Listings

  1. This report lists cases in EDS that are in an unpostable status. These unpostables come from the nightly EDS batch run. It DOES NOT include any unpostables from the service center run report (including OLE errors). See Exhibit 7.14.6-3.

7.14.6.4  (08-02-2012)
Employee Roster

  1. This report lists the employee number (specialist number), employee name, phone number and other items that are in the Employee Master file.

  2. The report may be generated for an Area Office or an Org. Code. See Exhibit 7.14.6-4 and Exhibit 7.14.6-5. The Area Office Report is divided by group.

7.14.6.5  (08-02-2012)
Printing the Reports

  1. After each report is generated the Print Format/Selection screen will display to select a printer. Select printer based on local procedures.

Exhibit 7.14.6-1 
Management Information System (MIS) Main Menu

(1) Enter the selection for the EDS MIS Main Menu (Option 4) on the EDS Main Menu. The following screen is displayed.

EDS-MIS-686ep EP/EO DETERMINATION SYSTEM (EDS)
MANAGEMENT INFORMATION SYSTEM (MIS)
     
Inventory Clerical Screening Employee Roster
(10) User Fee Report (31) Unpostable Listings (80) Division
(00) Exit (32) Listing for MF Codes (81) Org. Code
     
** THE FOLLOWING REPORTS HAVE BEEN MOVED TO BUSINESS OBJECTS **
     
(01) Case Listings   (20) Query on Closed Cases
(02) Overage Listings   (21) Age of Disposals
(03) Overage Percentage   (22) Disposals by Form
(04) Inventory Counts   (23) Closing to Receipt Ratio
(05) Cycle Time   (30) Incomplete Application
(06) 4461 Listing   (50) Monitoring Report Menu
(07) Waiting Closing Approval (99) Area Office Report Menu
(08) Age of Inventory    
(09) TEQMS Cumulative Case List  
     
*** SELECT ONE OF THE ABOVE:__
Hit F1:Execute  F10:Exit    



(2) Enter the desired report option number.

(3) Press the F1 key.

(4) Each menu option listed below will display another screen. See the Exhibit Number listed.

  a. User Fee Report (Menu Option 10) - Exhibit 7.14.6-2
  b. Unpostable Listings (Menu Option 31) - Exhibit 7.14.6-3
  c. Employee Roster - Division (Menu Option 80) - Exhibit 7.14.6-4
  d. Employee Roster - Org. Code (Menu Option 81) - Exhibit 7.14.6-5
  e. Listing for MF Codes (Menu Option 32) - Not described in this IRM, Only used by EP Determinations Processing Section Adjustment Unit.


EDS will display an error when a user selects any menu option that is not currently available in EDS. The error indicates, "Option __ IS NOT IN EDS. YOU MAY TRY BUSINESS OBJECTS."

Validity Checks
ITEM PROMPT DESCRIPTION
1 SELECT ONE OF THE ABOVE Must be one of the valid option numbers (10, 31, 80, and 81).

Exhibit 7.14.6-2 
User Fee Report

(1) When entering option 10 from the MIS Main Menu the following menu is displayed.

Generating Report...
 
Enter Start Date: (MMDDYYYY)
Enter End Date: (MMDDYYYY)
 
 
 
 
 
 
 


(2) Enter the fields according to the validity checks below.

(3) Press the F1 key.

(4) If there were no input errors and the report has been generated, the Format Print/Selection screen (Exhibit 7.14.6-6) is displayed.

(5) When there is an input error, the error message will be displayed and the cursor positioned on the field in error.

  a. Correct the input error.
  b. Continue at (3), above.


(6) After the report prints, the MIS Main Menu screen (Exhibit 7.14.6-1) is displayed.

Validity Checks
ITEM PROMPT DESCRIPTION
1 Start Date Must be in a valid date format (MMDDYYYY). The beginning date range for the report period.
2 End Date Must be in a valid date format (MMDDYYYY). The ending date range for the report period.

Exhibit 7.14.6-3 
Unpostable Listings

(1) When entering option 31 from the MIS Main Menu the following menu is displayed.

Generating Report...
 
Enter Area Office: 1-6, 12-Cincinnati, 99- N.O., 0 - US >
 
 
 
 
 
 
 
 


(2) Enter the fields according to the validity checks below.

(3) Press the Enter key.

(4) If there were no input errors and the report has been generated, the Format Print/Selection screen (Exhibit 7.14.6-6) is displayed.

(5) When there is an input error, the error message will be displayed and the cursor positioned on the field in error.

  1. Correct the input error.

  2. Continue at (3), above.


(6) After the report prints, the MIS Main Menu screen (Exhibit 7.14.6-1) is displayed.

Validity Checks
ITEM PROMPT DESCRIPTION
1 Area Office Must be in a numerical format. 1-6, 12, 99, or 0.

Exhibit 7.14.6-4 
Employee Roster - Division

(1) When entering option 80 from the MIS Main Menu the following menu is displayed.

Generating Report...
 
Enter Area Office: 1-6, 12-Cincinnati, 99- N.O., 0 - US >
 
 
 
 
 
 
 
 


(2) Enter the fields according to the validity checks below.

(3) Press the Enter key.

(4) If there were no input errors and the report has been generated, the Format Print/Selection screen (Exhibit 7.14.6-6) is displayed.

(5) When there is an input error, the error message will be displayed and the cursor positioned on the field in error.

  1. Correct the input error.

  2. Continue at (3), above.


(6) After the report prints, the MIS Main Menu screen (Exhibit 7.14.6-1) is displayed.

Validity Checks
ITEM PROMPT DESCRIPTION
1 Area Office Must be in a numerical format. 1-6, 12, 99, or 0.

Exhibit 7.14.6-5 
Employee Roster - Org. Code.

(1) When entering option 81 from the MIS Main Menu the following menu is displayed.

Generating Report...
 
Enter Group No: >
 
 
 
 
 
 
 
 


(2) Enter the fields according to the validity checks below.

(3) Press the Enter key.

(4) If there were no input errors and the report has been generated, the Format Print/Selection screen (Exhibit 7.14.6-6) is displayed.

(5) When there is an input error, the error message will be displayed and the cursor positioned on the field in error.

  1. Correct the input error.

  2. Continue at (3), above.


(6) After the report prints, the MIS Main Menu screen (Exhibit 7.14.6-1) is displayed.

Validity Checks
ITEM PROMPT DESCRIPTION
1 Group Enter group number. Must be in a numerical format.

Exhibit 7.14.6-6 
Print Format/Selection Screen

(1) The following screen is automatically displayed after selecting a report on the MIS Main Menu or submenus for the case listings.


EDS-FMS-20  Print Format/Selection
   
   
  * Print Mode   _
  * Device Number   _
  * Number of Copies   _
   
   


(2) Enter the fields according to the validity checks below.

(3) Press the F1 key.

(4) When there are no input errors, the MIS Main Menu (Exhibit 7.14.6-1) is displayed.

(5) When there is an input error, the error message will be displayed and the cursor positioned on the field in error.

  1. Correct the input error.

  2. Continue at (3), above.

(6) After any report prints, the MIS Main Menu screen (Exhibit 7.14.6-1) is displayed.

Validity Checks
ITEM PROMPT DESCRIPTION
1 Print Mode Must be entered. Valid entries are T, S, and 1-9.
T - Text printer
S - Slave printer
1-9 - Local print routines
(Area will provide instructions for the use of options 1 - 9)
2 Device Number Must be entered if Print Mode is T. Must be numeric.
3 Number of Copies No entry required. If blank, one copy will be printed. Must be numeric.


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