Electronic Treasury Financial Manual (ETFM)
Transcript of Electronic Treasury Financial Manual (ETFM)
Electronic Treasury Financial Manual (ETFM)
Jack DeGrange – Software Services Manager Kenneth Masselli – Project Manager Lora DeMent – TFM Custodian
August 13, 2014
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The Treasury Financial Manual (TFM) is the Treasury Department’s official publication for the financial accounting and reporting of all receipts and disbursements of the Federal Government.
About the TFM
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• Cloud-based web content management system
• “Out-of-the-box” Adobe CQ product configured for our needs
• Running on the Amazon Cloud – http://tfm.fiscal.treasury.gov/home.html
• Manages and publishes TFM content
ETFM
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The TFM is comprised of four volumes separated by audience:
– Volume I: Federal Agencies – Volume II: Federal Reserve Banks – Volume III: Depositaries and Financial Agents – Volume IV: Other Concerned Parties
What’s in the TFM
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• Internal Author Site – Rules-based workflow, including a Fast-Track – Cross-Assistant Commissioner area change management and
governance – Electronic approval process
– Regular and Fast-Track
– Audit Trails – System generated PDFs – Automated Change Request
• External Public Site – New user interface – Full text and metadata searches – Search summaries, similar pages, and filtering – Updating legacy bureau references
Improvements
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Home Page
What's New
What's New Archive
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Volume I - Supplements
Breadcrumbs
Access USSGL
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Advanced Search
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Advanced Search Results
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Roles of the System • Custodian Role/TFM Review Board • Editor-Publisher Role • AC-area Coordinator/SME • Records Management/FRB Liaison • Office of the Chief Counsel (OCC) • Assistant Commissioner • Administrator • Legislative and Public Affairs (LPA)
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• Coordinates weekly meetings of the Review Board, including logistics, documentation, etc.
• Encourages action and consistency (OneVoice)
• Controls the governance process by locking and unlocking workflows
• Strives for a formal recertification of content process to ensure that content remains current
• Contact Information – [email protected]
Custodian
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Subscription - Link
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Subscription - Form
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• Current Status • Location of Content
– easy access • How USSGL fits in the ETFM
– Consistency • All TFM materials will now be located in one
physical and logical location – USSGL program site will still exist – Added workflow
• Next Steps
USSGL
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USSGL – Splash Page
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USSGL – File Expansion
Expansion Component
Shows files
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• Upgrades • Other Supplement Integration • Mobile • Improve Search Results
What’s Next
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Questions
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Contact Information
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Primary Contact Name: TFM Mailbox Email: [email protected] Secondary Contacts Name: Jack DeGrange Title: Software Services Manager Phone: 202-874-8258 Email: [email protected] Name: Kenneth Masselli Title: Project Manager Phone: 304-480-6727 Email: [email protected] Name: Lora DeMent Title: TFM Custodian Phone: 304-480-6234 Email: [email protected] Name: Laura Holland Title: Product Manager Phone: 202-874-7051 Email: [email protected]