PS Financials Communication/Training
Hullihen Hall
Board Room
Minutes
Logistics
Open Forum Debrief
Team discussed impressions from open forum; clear that some tier ones had missed training “pockets” of people; all Comm. Team members urged to follow up with attendees from units they represent. Peggy thanked central office people for attending, as most questions involved data issues. Peggy to send attendee list to team.
Query Booster Status
Subteam met on 10/27 to discuss advanced query tips to
include in Query Booster web resource.
Each member of subteam will
writeup a tip that was assigned that day; Peggy to
compile and send to Al for posting
LAM
Reminders
Two issues discussed:
1.
Reminder
to all that, per the LAM training, deobligations will
ONLY work if EVERY chartfield in the obligation
matches what is in the LAM. Obligations
security works; Peggy has been told deobligation
process not written yet but pending – asked comm. Team members to enter
obligations and see if they get deobligated, starting
with 11/15 pay.
2.
Reminder
to all that, per LAM training, mid-pay period adjustments will necessitate JVs
since LAM distributes the whole pay period’s pay per the current
distribution.
Future of Comm
Team
Peggy noted that the Comm. Team had fulfilled its original purpose of
readying the campus for PS Phase I Financials, and forming helpful networks of
colleagues across campus. The existence
of the team also signaled to campus that people in many units “knew what was
going on” with the implementation.
As we move to Phase II (grants, AR/billing, asset mgt), the Comm. Team
will not meet regularly. Ellen Lepine
will lead a new Phase II Comm Team, and will draw on
original Comm Team members as a resource, beginning
with December 1 meeting. However, she
will pull together new team to address training and communications issues
associated with Phase II. Ellen asked
team members to suggest people to her for Comm Team
II, but noted she’d be pulling participants from other sources too. Peggy thanked all Comm
Team members for their service and hard work, and expressed opinion that Ellen
is wonderful choice to lead Comm Team II for many
reasons. Ellen may schedule a Comm Team II meeting in about two weeks.
Discussion of future of training in general at UD: Eileen noted that GA will be doing financial
system training, as they have in the past for Legacy, for PS beginning this
spring. Chris Murphy confirmed that User
Services will offer query training – may draw on people from GA or other units
to help with that training (esp. the issue of understanding the data). Budget Office owns LAM – Peggy suggested to
Michelle that she inquire about budget office offering ongoing LAM training
resource of some sort.