PS Financials Communication/Training
Core Team Meeting
May 12, 2003: 10:30-12:00 noon
Hullihen Hall Board Room
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, Eillen Prazniak
- Next Meeting:
May 19, Hullihen 130
- Minutes Next time: Chris Cook
- Minutes this time: Amy Taylor
Training Plan Status update
- Query Class – draft is now available on the web;
system slow response the result of lack of business unit or SETID as
criteria in even simple queries.
Will have to edit the entire Query Class document. Will allow Suzanne Nanis to complete
web work, then will update. Paul Anderson will review existing query
document to the web version to be sure it is complete.
- Trees Class – will be delayed as this is not
urgent to go live.
- Know Thy Data sub-group report – met last week to
work on field descriptions, will meet again. Trying to keep information
- Will schedule a meeting the week of Memorial Day
to continue progress on documentation
- Comments about LAM – chartfield string in the LAM
will be matched to the chartfield string in the obligations, when an exact
match, will automatically de-obligate; Question – how will delays in pay
runs effect the LAM distribution activity, should look to the actual pay
date, not the date it runs into GA.
Still ongoing programming changes.
- Review of document – changes made to document as
Budget office will ‘activate’ grad student EMPLID’s, but it will be
up to the units to ‘activate’ the person and enter the LAM distribution.
When they activate the employee, they will notify the HR liaison. Alternate
notification is possible, will need to advise the Budget Office of
preferences. Starting distributions will be current as of May 3, 2003. BTA
info will be updated for everyone in the LAM except faculty in specific
accounts. Question was raised, does Carol want the permanent funding in
BTA or do you want the LAM distribution you want?
- Review of the LAM document in detail – changes
were made directly by Peggy Bottorff as the meeting progressed.
Basic Training – Item was not discussed, carried to next meeting
EZQ’s for LAM and Basic Training
- Peggy and Ellen to continue to work; others
invited to participate.