How to make Revisions in How to make Revisions in SAMSSAMS

State Aid UnitState Aid Unit

NYSEDNYSED

Data AreasAreas

What is the Revision Data Area?What is the Revision Data Area?– A separate data area in SAMS which is used to A separate data area in SAMS which is used to

make changes to official data .make changes to official data .

When to use the Revision Data Area?When to use the Revision Data Area?– Use to make changes to data that has already Use to make changes to data that has already

been certifiedbeen certified..

How to?How to?

How to Revise Data in SAMSHow to Revise Data in SAMS– Revise DataRevise Data

How to submit your changes to SEDHow to submit your changes to SED– Submitting Changes to SEDSubmitting Changes to SED

How to view the status of Revisions submittedHow to view the status of Revisions submitted– Activity LogActivity Log

Click Click “Revision Data”“Revision Data” under Forms under Forms

Follow the steps below: (Same as entering Official Data)Follow the steps below: (Same as entering Official Data)

How to Revise DataHow to Revise Data

Step 1Step 1: Select Form to revise from Forms tree (A, FB, FT or ST-3): Select Form to revise from Forms tree (A, FB, FT or ST-3)Step 2: Step 2: Make correction/change to desired fields Make correction/change to desired fieldsStep 3Step 3: Save changes ( “Alt S”, Enter or Save): Save changes ( “Alt S”, Enter or Save)Step 4:Step 4: Run Edit Exception Report Run Edit Exception ReportStep 5:Step 5: Address errors, make comments, “Save and Ready” Address errors, make comments, “Save and Ready”

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Submitting Changes to SEDSubmitting Changes to SED

You must submit your changes to SED for each form set you revise.You must submit your changes to SED for each form set you revise.

Click on Change Submission for the form set revisedClick on Change Submission for the form set revised

Click Change Submission for the form set revised.

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Change Submission SummaryChange Submission SummaryThe Change Submission Summary screen displays a summary of The Change Submission Summary screen displays a summary of

changes changes pendingpending submission to SED. submission to SED.

To submit your changes to SED:To submit your changes to SED: Click Submit ChangesClick Submit Changes

Click Submit Changes

Your changes have now been submitted to SED for approval.Your changes have now been submitted to SED for approval.

Important RemindersImportant RemindersYou must submit your changes to SED for each form set you revise You must submit your changes to SED for each form set you revise otherwise “Official Data” will not reflect your revisions. otherwise “Official Data” will not reflect your revisions.

Changes will be reflected as “Official Data” after changes have been Changes will be reflected as “Official Data” after changes have been approved and accepted by SED.approved and accepted by SED.

Changes to some form sets can affect other forms.Changes to some form sets can affect other forms.

– Examples are:Examples are: Changes made to the ST3 Capital Fund Expenditures Schedule G3 can Changes made to the ST3 Capital Fund Expenditures Schedule G3 can

affect Building Aid Form FB.affect Building Aid Form FB. Changes made to the ST3 General Fund Expenditures Schedule A4c can Changes made to the ST3 General Fund Expenditures Schedule A4c can

affect Transportation Form FT.affect Transportation Form FT.

– If the changes you made do affect other forms:If the changes you made do affect other forms: Run and review the edit report for that form set.Run and review the edit report for that form set. Submit changes for the form sets affected in addition to the form set you Submit changes for the form sets affected in addition to the form set you

changed. changed.

Activity LogActivity LogThe Activity Log lets you view the status of your submitted revisions.The Activity Log lets you view the status of your submitted revisions.

To view the Activity Log:To view the Activity Log: Click on Click on Activity LogActivity Log from the menu bar. from the menu bar.

Stage1: Revision Submitted (By District)

Stage 2: Revision in Progress (SED Review)

Stage 3: Revision Accepted (Revision data becomes Official)

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Click here for Additional SAMS InformationClick here for Additional SAMS Information