PS Financials Communication/Training
Core Team Meeting
Hullihen Hall Board Room
Minutes
In Attendance: Amy Taylor,
Tim Miller, Chris Cook, Dee Smith, Michelle Broadway, Ellen Lepine, Lisa Huber,
Ginger Knutsen, Linda Somers, Peggy Bottorff, Bill Fitzpatrick, Dave McCarren,
Steve Grasson, Paul Anderson, Chris Murphy, Al Fanjoy, Linda Crisco
Logistics
Basic II Status Report and Evolving Issues
Of the 15 team members present, at least 10 had offered
Basic II training, or had it scheduled within a few days. As the statements
were now available, there was general discussion about how that process was
going. Issues and comments that were coming up in the training sessions:
·
Delay in
processing at certain times of the day
·
A few people are
not fully aware of the change to PeopleSoft
·
Ag is filing
their reports electronically; Ginger will check with Katie Hutton and share her
process with the team.
·
Some LAM issues
were occurring, apparently related to people not picking up the info from LAM
training
·
Good discussion
about the functional use of printed statements
·
Use of scopes to
support smaller groupings of reports that an administrative assistant could
pull independent of the centrally designated ‘pull person’
·
Limited turnout
for training if it was offered to a large group
·
People struggle
to simply log on (high level people)
·
Downloads to
excel vary depending on the operating system:
Ellen will send MAC set-up instructions
·
Data questions –
requests for fields to go into the transaction table: Journal status, employee name. Any other specific questions can be sent to
Peggy or Ellen
·
Ellen will send
the list of things being investigated for inclusion
Report downloading tip: from the Report Manager link to the
spreadsheet, right click, than ‘save target as’, which allows you to download
file directly without opening it first – saves clicks on the save to disk process.
Question arose – will the
transaction table be expanded or will other tables be made available? There is strong resistance to adding tables
to the Report Instance.
Monthly Statement Update (Pull & Push)
Statements for August should be ready by the middle/end
of next week
Open Forum
PTD data
The PTD Balance available
field in the balances table will be eliminated; the available EZQ calculates
the number, so this is not likely to have a large impact
User Services offer Query by December/January
IT-User services
follow-up: Query class is on the
schedule for January. They plan to offer
it one month into every semester. They
are currently writing up sample word problems to use as exercises in the Query
class.
Query Booster: next class
Interested Comm team members
will have a Query Booster planning session first – scheduled for Monday October
27 in the Ecalc room. Team felt that
this class would be more helpful in the spring.
Future of the Comm Team
Team responsibilities are
changing as Phase II gears up and campus training needs settle. Some aspects and decisions are still being
considered by the Executive Committee. This will be a main agenda item at a
future meeting.