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Question

Does Unanet recommend a schedule of Administrator maintenance activities?

Solution

While the activities and schedule will vary by client, there are regular activities that the Unanet Administrator is responsible for managing. Download the attached Unanet Administrator checklist to create your own schedule of activities and identify the primary and backup person responsible for each activity. We have included a number of items in various sections, including On Premise system maintenance, People maintenance, Per Diem maintenance, etc.


Click here to download the Admin Checklist.

 

Unanet Administration Plan Document

COMPANY

PRODUCT

# OF USERS

MAINTENANCE RENEWAL DATE

 

 

 

 

 

COMPANY ADMINISTRATORS

FUNCTIONAL ROLE

Admin 1:

General Administration

Admin 2:

Payroll

Admin 3:

IT (On Premise)

 

ADMINISTRATIVE DUTIES

PRIMARY

BACKUP

FREQUENCY

1.0 Common

 

 

 

Password Reset

 

 

Ongoing

Manage Person Profile Updates, Adding and Disabling Users

 

 

Ongoing

Manage Approval Groups

 

 

As needed

Add Customer Organizations

 

 

As needed

2.0 Payroll

 

 

 

Manage Approval Process

 

 

Timeperiod close

Manage Time Periods & End of Period Processes

 

 

Timeperiod close

Extract Time & Expenses, Adjustments

 

 

Timeperiod close

Post Accruals

 

 

As needed

Manage Holidays and other Leave

 

 

Annually

3.0 Expenses

 

 

 

Manage Expense Types

 

 

As needed

Validate Mileage Rates

 

 

Semi-annually

Update Per Diem Rates

 

 

Monthly

4.0 Product Features and Reports

 

 

 

Add Labor Categories and Bill Rates

 

 

As needed

Maintain Project Costing Indirect Rates

 

 

Annually

Maintain Shared Reports

 

 

As needed

Manage DCAA Settings

 

 

As needed

5.0 Interfaces

 

 

 

Review Import Error Logs

 

 

Daily

Manage User Defined Fields

 

 

As needed

6.0 Database (IT) – On Premise

 

 

 

Manage Database Backups

 

 

Weekly or Daily

 

You may also want to back up the \\unanet\config file. This contains your license as well as the configuration to the database and any custom configurations you may have in the unanet.properties file. Everything else software side/ webserver side can be obtained by download from our Support site, Java download site and Tomcat/Apache.

Manage Point Release Updates

 

 

Monthly

 

Note:  We generally provide a point release once every two weeks. Customers may view the Support site on a periodic basis to view any new war files and the release changes file available. We do not advise customers of new point releases available.

 

Manage System Upgrades

 

 

Annually

 

This isn’t a hard date as major migrations may occur as major releases become available, but the general guideline could be annually. We advise customers of the availability of new major releases.

 

Run Database Scripts

 

 

As needed

 

(VSP’s, deletions/updates, migrations)

7.0 Unanet Relationship

 

 

 

Complete account review with

Customer Account Manager – cam@unanet.com

 

 

Annually

Maintain maintenance agreement

 

 

Dependent on contract

 

Setup your Unanet support ID here .

Additional Information

Unanet's System Administrator website



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