Summary

This document addresses work instructions for how to prepare PBJ files for BCG.

Preparing PBJ for CMS Reporting

  1. Log into the Manager Portal via tmsTime (Figure 1).

  2. Select CMS PBJ from the menu and then click on CMS PBJ (Figure 2).

  3. Click on Execute Operations (Figure 3).

  4. Put a checkmark in to pick your dates and put in the correct date range and select OK (Figure 4).

  5. Wait for the process to finish.

  6. Click on arrow of the file that needs to be downloaded (Figure 5).

  7. The file will generally be available in the download tray at the bottom of the screen; click on the file to open (Figure 6).

  8. Select the specific PBJ file and save it to a place that will be remembered (Figure 7).

  9. Right click on the file and select Extract Here (Figure 8).

  10. Right click on the pbj.xml and Send to Compressed (zipped) file (Figure 9).

  11. The pbj.zip file should be uploaded to the CMS PBJ site (Figure 10).

  12. From the quick menu, open Reports and Shared Reports (Figure 11).

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  13. Select BCG Reports from the dropdown menu; run each of the 4 displayed reports (Figure 12).

  14. Run each report as a PDF; if the report contains data, it will need to be saved and submitted to BCG along with the files from Figure 11.