UDFS – COMMUNICATION/TRAINING TEAM MINUTES

May 28, 2003

In attendance: Paul Anderson, Anna Bloch, Peggy Bottorff, Michelle Broadway, Chris Cook, Al Fanjoy, Bill Fitzpatrick, Steve Grasson, Lisa Huber, Ellen Lepine, Dave McCarren, Chris Murphy, Linda Somers, Dee Smith, Amy Taylor

GENERAL MEETING MINUTES:

Minutes next time: Al Fanjoy

Barbara Garrison and Peggy Bottorff to discuss what should be submitted to the UDaily web site.

Readiness Training will go to the udfs/info web page after Bill Fitzpatrick reviews the presentation one final time for edits. Bill will send to Al when edits are complete.

Query Training is now a web page and is ready to be added to the udfs/info web page. There is an issue with the pages printing; Peggy has contacted Suzanne Nanis in IT to see how long it would take to fix this, otherwise it will go up without this correction. Peggy would like to take some time over the summer to update the query exercises to use the UOD_Balances and UOD_Transactions tables. This does not need to hold up adding it to the web.

Query

• Comm team members will need to draft a list of users needing Query Viewer and Query Manager. Peggy reminded the team that anyone who would look up accounts on GA QRY should have Query Viewer (that is, everyone who will attend BASIC will need Query Viewer at least). Every member should have a list to Ellen by Friday June 6.
• It has been determined that User Services will gain the knowledge needed to staff the help desk effectively by January 2004. Until that time we will refer all questions to the comm. team members.
• Security to Query will be managed by IT (Marianne Ambler, et al) after go-live.

Know Thy Data Sub-group

• Nearly all definitions are complete. The site should be ready in a week or so.
• The office of GA will ‘own’ the task of maintaining this tool.

Basic Training

• There are still a few unresolved issues which make us unable to complete the BASIC training documents. Namely, how are the monthly statements being distributed?
• All but one of the EZQ’s are working properly.
• General accounting will own the EZQ’s and maintain any newer releases needed.
• It has been decided that since the EZQ’s are public and therefore vulnerable to change, they will be overwritten each night in the RPT instance.
• Chris Cook is going to check on the default access for those listed as category ‘9’ in GA QRY in PS.
• All are invited (but there is only room for 3) to the June 4 session with the Report Team in Hullihen 003.

LAM

• TRAIN is still not working properly. It should be fixed soon.
• It has been decided that those employees distributed in the LAM will not have the dummy code show on the HR Views. Instead, their permanent budget will be seen. THIS IS A CHANGE FROM EARLIER.
• HR is having a Support Team meeting on Monday June 2 to review the changes in JED processing resulting from the LAM.
• The Team updated the LAM document. Peggy will revise further and send to the team.
• Chris will make a final edit to the LAM worksheet and resend to the team. Once finalize, it will be included as a screen shot in the LAM training and will be on the web as a downloadable xls file.