FIMS System Utilities

Updated on 02 Feb 2024
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FIMS System Utilities

FIMS has numerous system utilities for making your work easier.

System Utilities Menu

The System Utilities menu is sub-menu of the Tools menu that offers a number of choices that you can use to configure user and system options for FIMS.

Menu Item	Function
System Initial Setup	Allows you to configure default settings for FIMS.
System Options	Allows you to configure default settings for specific FIMS modules. This can save time in the data entry process, and any of the default values can be changed when you are working with a specific record.
Run Procedure	Allows you to run utilities, tools, and database repair programs that are not accessible via a FIMS menu option. Important: Do not use this utility to run any procedures without first contacting FIMS Support.
Menu Security	Allows you to configure security for FIMS data grids, including the Dynamic Data Grid inquiry.
View Security	Allows you to configure security for FIMS data grids, including the Dynamic Data Grid inquiry.
Set Security Administrators	Allows you to configure the list of FIMS users who can set function-level security through the rest of the system.
Establish System Users	Allows you to configure the list of users who can access FIMS.
Enable FIMS Complex Passwords	Allows you to configure complex passwords for extra security.
Set Automatic Numbers	Allows you to set (or reset) automatic numbering schemes in FIMS (for example, resetting Grant numbers for each year).
Change Fund Codes	Allows you to change a specified Fund code for General Ledger accounts, Journal History, unposted General Ledger Journal entries, unposted transactions, and on the Fund record.
Change Fund ID Code	Allows you to change the Fund ID code for a selected Fund throughout FIMS – including history, unposted transactions, General Ledger, and the Fund record.
Clear Process Lock Flags	Allows you to clear the flags that say that another user is working in a process. This utility is only used in rare cases where a workstation crashes while running FIMS and the lock flags are not deactivated.
Maintain Required Fields	Allows you to highlight fields that you want to mark as required. Refer to Maintaining Required Fields for more information.
FieldMaker Configuration	Allows you to create new FieldMaker fields to extend the data contained in FIMS so that it exactly reflects your practices and procedures. Refer to the FieldMaker chapter of the FIMS User Guide for more information. Note: This menu option only appears if you have the optional FieldMaker module.
FIMS Update and Patch Install Utility	Allows you to install patches and updated files to FIMS. This option is only visible to on-premises customers.
DonorCentral	Provides access to FIMS-related DonorCentral options. Note: This option is only available if you subscribe to DonorCentral. Contact Support for more information about DonorCentral.
Graphical Report Templates	Allows access to templates used for graphical reports.
System Reports	Provides a list of system reports that can be run.
Admin Utilities	Provides access to admin utilities.