Operational Unit

Use the EMIS Operational Unit page to add, update, delete, search, and print operational unit records for Ohio EMIS state reporting. This page allows users to manage OPU (Operational Unit) schedule records that define organizational entities within the district, such as buildings, central offices, and other operational units. The data is used to generate the EMIS Operational Unit Report (QC record type with schedule number OPU) for submission to the Ohio Department of Education. You must populate this table manually.

Districts are responsible for code assignment and record keeping. Any Operational Unit location that encompasses the entire district must be assigned the code 000. Any other Operational Unit locations must be assigned a code between 001 and 999.

Maintain data

On the start page, select EMIS.
From the EMIS Financial Tables menu, select Operational Unit.
Filter records using the filter criteria. To enter filter criteria:
1. Select an option in the first field.
2. Select or enter a value.
3. Select Add if the button is enabled.
  Refer to Search for Records for more information.
  - To add a record, select Add Record. Refer to the Field descriptions and enter valid information in the required fields. Select Save, then Yes.
  - To edit a record, select the ellipsis in the Actions column and then select Edit. Update the information and select Save.
  - To delete a record, select the ellipsis in the Actions column, select Delete, and then select Yes.

Field descriptions

The following table describes the fields on the EMIS Operational Unit Information form of the EMIS Operational Unit page.

Field	Description	Data source and Valid values
Record Number	A system-generated sequential number that uniquely identifies each operational unit record. This field is view-only.	The field value is system-generated. The value is calculated by retrieving the maximum existing record number from the database and incrementing it by 1.
Line Number	A sequential line number within the schedule for the current fiscal year and reporting period. The line number matches the record number associated with the operational unit. This field cannot be updated after saving the record.	The field value is system-generated. The value is calculated by retrieving the maximum existing line number for the current record status, fiscal year, and reporting period, then incrementing it by 1.
Schedule Number	The EMIS schedule identifier for this record type. This field is view-only.	The valid value is OPU.
OPU	The three-character Operational Unit code identifying a specific operational unit within the district. This code is used to track financial activity by operational unit.	Valid values: 000 = an OPU that encompasses the entire district 001 to 999 = an OPU that is not district-wide, such as a school building or warehouse
Fiscal Year	The fiscal year for which the operational unit information is being reported. This field is view-only.	The value is retrieved from the Financial Fiscal Year field on the EMIS Profile page.
Entity IRN	The six-character Information Retrieval Number (IRN) assigned to the entity (building or organization) associated with this operational unit. This identifies the specific entity within the district.	Valid values: If the OPU is a school building, use the Building IRN code for the entity IRN. If the OPU is not a school building and refers to district-wide expenditures, the entity IRN must match the district IRN, and the entity type should be blank. If the OPU is the central office, the entity IRN must match the district IRN, and the entity type must be reported as C.
Reporting Period	The EMIS reporting period for this record. This field is view-only.	Valid values: N - Beginning of Year L - End of Year P - December 31 H - July 30 K - October 15 The value is retrieved from the Financial Reporting Period field on the EMIS Profile page.
Entity Name	The name of the entity associated with this operational unit.	Not applicable
District IRN	The 6-character Information Retrieval Number (IRN) assigned to the school district. Retrieved from the EMIS Profile. This field is view-only.	The value is retrieved from the District IRN field on the EMIS Profile page.
Entity Type	An optional single-character code indicating the type of entity. Enter C for central office or leave blank for other entity types.	Not applicable
Schedule Sequence	The three-character sequence code for the schedule. This field is view-only.	The valid value is AAC.
Schedule Frequency	The three-character schedule frequency code indicating how often this record is reported. This field is view-only.	The valid value is 001.

Create file

On the EMIS Operational Unit page, select Report.
Select the Reporting Period and Fiscal Year.
Select PDF or Excel.
Select Create, and then Yes.
Save the file and select OK.
Navigate to the folder containing the report file.
Inspect the file. Update data if needed.
Repeat these steps until all the required data is included.
The default file names are:
- PDF:
  OH EMIS Operational Unit Report_<MMDDYYYY>_<hhmmss>.pdf
- Excel:
  OH EMIS Operational Unit Report_<MMDDYYYY>_<hhmmss>.csv

For detailed information about the report’s file layout, refer to EMIS Operational Unit Report - File Layout and Data Mapping.

Copy

Use this option to copy the EMIS Operational Unit data from one year to another.

On the EMIS Operational Unit page, select Copy.
Select the Year to Copy and Year to Create.
Select Copy and then Yes.
If data for the selected Year to Create exists, select Yes to delete and recopy the data.