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How to Create a Subsequent Index (Index Copy)

Learn how to create a subsequent index, also known as an index copy, in IFIS (Integrated Financial Information System). A subsequent index is an index that uses the same fund, organization, and program codes as an existing index.

Note: You must have a Business Systems account and authorization to access FinancialLink.

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1. Obtain access to index copy (INDEXCPY) in IFIS, if you don't already have it.

  • Ask your Departmental Security Administrator (DSA) to set you up with the appropriate Index Prefix(es) using the FINANCIAL: INDEXCPY Authorized Prefixes Facility in AccessLinkTNG.

2. Log into the Blink

  • Enter your valid user ID and password.
  • Select Index Management Tools from Blink.

3. Create a new index.

  • Retrieve the "master" index by entering the existing index in the Original Index Number field.
  • Click Search/Next.
  • Enter the new index and description in the ADDITIONAL ACCT INDX field.
    Note: The new index must have the same prefix as the master index but the last 4 digits can be anything you choose.
  • Enter the effective date in the EFFECTIVE DATE field.
    Note: If no date is entered, the current date will default. Make sure that the effective date is the earliest date possible. Once the index in entered, the effective date can't be changed.
  • Click Add New Index.

4. Use the new index.

  • The index is immediately available for IFIS actions and FinancialLink transactions.
  • Updates are made via an overnight batch process, so:
    • The index will show up in FinancialLink reports the next day.
    • Payroll actions will appear 1 or 2 days after you make the change.

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