Use the EMA Commands Ribbon

This button	Does this...
Schedules	Opens the EMA Process Schedules screen.
Tracking	Allows you to open one of the following screens: EMA Process Updates Tracking EMA Process Upload Tracking EMA Process Pending Tracking
Management	Opens the EMA Management screen.
Tracking status filter	Allows you to filter tracking records by status (for example: Completed).
Tracking time frame	Allows you to filter tracking by a specified time frame.
Tracking actions	Allows you to refresh, cancel, rerun, resume or cancel terminated tracking records.
Filter by year	Allows you to select the EMA year. The default can be defined using the The funding year that EMA should process institution setting.
Filter by week	Filters by EMA week.
Learner Search	Opens the Learner Search.
Generate Payments	Generates payments for the selected learner.
Generate Bonuses	Generates bonuses for the selected learner.
Submit Payments	Submits payments with a status of 'Not submitted' or 'Rejected'. This is used for when the 'Auto process completed weekly payments' institution setting is set to 'N'.
Refresh (in the Admin group)	Refreshes the records.
Add Group	Adds a group.
Add Learners to Group	Displays the EMA Group Learner Search window, where you can search for and add learners to the group.
Duplicate	Duplicates the selected record.
Delete	Deletes the selected record.
Discard Changes	Discards your changes.
Create Schedule	Allows you to create a schedule. Select from the following: Create Process Schedule Create Upload Schedule Create Process Pending Schedule
Run (Task) Now	Allows you to run a schedule. Select from the following: Run Process Schedule Run Upload Schedule Run Process Pending Schedule

Schedules

Opens the EMA Process Schedules screen.

Tracking

Allows you to open one of the following screens:

EMA Process Updates Tracking
EMA Process Upload Tracking
EMA Process Pending Tracking

Management

Opens the EMA Management screen.

Tracking status filter

Tracking status filter button

Allows you to filter tracking records by status (for example: Completed).

Tracking time frame

Tracking time frame button

Allows you to filter tracking by a specified time frame.

Tracking actions

Tracking actions button

Allows you to refresh, cancel, rerun, resume or cancel terminated tracking records.

Filter by year

Filter by year button

Allows you to select the EMA year.

The default can be defined using the The funding year that EMA should process institution setting.

Filter by week

Filter by week button

Filters by EMA week.

Learner Search

Opens the Learner Search.

Generate Payments

Generates payments for the selected learner.

Generate Bonuses

Generates bonuses for the selected learner.

Submit Payments

Submits payments with a status of 'Not submitted' or 'Rejected'. This is used for when the 'Auto process completed weekly payments' institution setting is set to 'N'.

Refresh (in the Admin group)

Refreshes the records.

Add Group

Adds a group.

Add Learners to Group

Displays the EMA Group Learner Search window, where you can search for and add learners to the group.

Duplicate

Duplicates the selected record.

Delete

Deletes the selected record.

Discard Changes

Discards your changes.

Create Schedule

Allows you to create a schedule. Select from the following:

Create Process Schedule
Create Upload Schedule
Create Process Pending Schedule

Run (Task) Now

Run (Task) Now button

Allows you to run a schedule. Select from the following:

Run Process Schedule
Run Upload Schedule
Run Process Pending Schedule