Operational Unit
Use the EMIS Operational Unit page to add and update Operational Unit assignments for a school or district's locations.
The Operational Unit is a three-digit code used to identify the physical location of educational activities. You must populate this table manually.
Districts are responsible for code assignment and record keeping. Any Operational Unit location that encompasses the whole district must be assigned 000 as its code. 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:
Select an option in the first field.
Select or enter a value.
Select Add if the button is enabled.
Refer to Searching 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.
To download the information, select Download, then select Download PDF or Download as an Excel Document.
Field descriptions
The following table describes the fields on the EMIS Operational Unit Information form.
Field | Description |
|---|---|
Record Number | The system-generated record number unique for the financial record type, reporting period, and fiscal year. This field cannot be edited. |
Line Number | The state-specified line number. The line number matches the record number associated with the operational unit. This field cannot be edited after saving the record. |
Schedule Number | The state-specified schedule number. The valid value is OPU. This field cannot be edited. |
OPU | Each Operational Unit (OPU) is represented by a three-digit numeric code that identifies the physical location of educational activities. Districts are responsible for assigning codes to OPUs. Valid values:
|
Fiscal Year | The EMIS fiscal year. The value is retrieved from the Financial Fiscal Year field on the EMIS Profile page. This field cannot be edited. |
Entity IRN | The Information Retrieval Number (IRN) of the entity. Valid values:
|
Reporting Period | The period of the fiscal year to report on. The value is retrieved from the Financial Reporting Period field on the EMIS Profile page. This field cannot be edited. |
Entity Name | The district or subdivision receiving funds. |
District IRN | The six-digit state-assigned Information Retrieval Number (IRN). The value is retrieved from the District IRN field on the EMIS Profile page. This field cannot be edited. |
Entity Type | The operational unit's entity type. Enter C for the central office. |
Schedule Sequence | The state-specified schedule sequence. The valid value is AAC. This field cannot be edited. |
Schedule Frequency | The state-specified schedule frequency. The valid value is 001. This field cannot be edited. |
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>.pdfExcel:
OH EMIS Operational Unit Report_<MMDDYYYY>_<hhmmss>.csv
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.