IBA Worksheet will enable Oversight Agency users with IB Data Admin Module role to associate funding components to an Individual, specify amount, date range and comments.
To create an IBA Worksheet, please follow the steps below:
From your Unified Dashboard (Oversight Account), click on the IBA Worksheet link under the IBA Worksheet section of Individual Budgeting module. You will be taken to the Individual List page.
Select the Individual for whom you want to create an IBA Worksheet from the list. Then you will be taken to the IBA Worksheet page.
Oversight ID appears on the Individual List page under IBA Worksheet. The first 50 Individuals will be displayed on the Individual List page.
You may also filter out the Individual’s name by specifying the name in the Individual Name field. If you enter the first few letters of the Individual Name, an auto complete list will appear showing possible matches. Select the particular Individual Name from the list and click on the ‘Search’ button to filter out.
If an Individual has more than one approved Budget then the IBA Amount and Applicable IBA of the last approved Budget will appear under IBA Worksheet. Utilization Rate (%) field has been added under the IBA Worksheet section.
On the IBA Worksheet page, IBA Amount and Applicable IBA from the last approved budget of the Individual is displayed. You can add funding component in the IBA Worksheet Component section by clicking on the ‘Add Funding Component’ button located at the bottom right corner of the page. You can also edit the existing components by clicking on the Edit link associated with each one in the row under the Action column.
After clicking on the ‘Add Funding Component’ button, you will be taken to the IBA Worksheet Component page. Enter necessary information in the appropriate fields under the IBA Worksheet Component section and then click on the ‘Done’ button located at the bottom right corner of the page. This will you take you back to the IBA Worksheet page.
You may add negative values in the Amount field.
You will see a warning statement saying “This section has been modified but not saved” on the IBA Worksheet page. To save the change, click on the ‘Save’ button located at the bottom right corner of the page.
The Amounts with negative value will appear in parenthesis.
If the IBA Worksheet was updated previously, you will see the Update History link at the top of the page. Clicking on it will show the update history (if any).