UDFS – Communication/Training Team Minutes

June 16, 2003

In attendance: Paul Anderson, Peggy Bottorff, Chris Cook, Al Fanjoy, Bill Fitzpatrick, Steve Grasson, Lisa Huber, Ginger Knutsen, Ellen Lepine, Dave McCarren, Tim Miller, Chris Murphy, Dee Smith, Linda Somers, Amy Taylor (second half), Eileen Prazniak

General Meeting Minutes:

Minutes this time: Peggy Bottorff

Minutes next time: Steve Grasson

Security and Access Issues:

• Ellen told team that security on Procurement records will be timeconsuming to apply and won’t be done by go-live. Therefore, no EZQ for purchase orders to be written in immediate future.
• Ellen said that security on records other than the UOD Balances and Transactions records is being reviewed; some will need security applied; some will not; some would need it but it won’t be worth the time to apply so people will not have access to those records. Ellen will be clarifying with the consultants. Some changes to Know Thy Data will result (don’t want to describe records to which people won’t have access)
• Monthly Statements: there was confusion over to whom they would be pushed. ACTION ITEM for Peggy to find out from Marsha Lockard (followup – Peggy forwarded Marsha’s reply later on 6/16 – bottom line is statements will be pushed to all who receive paper statements now but this requires significant work on the part of Marsha and others)

• Ellen had asked team to give lists of who needed LAM distributions and who needed Obligations access. All but 10 people needed both; a separate security profile won’t be set up for those 10 people; Ellen has notified the affected Comm Team reps.

Grants Team Update

• Per Dave, grants team to visit U Maryland Baltimore Campus on 6/18 to learn about their grants implementation and meet some possible consultants. Expect work at UD on that module to accelerate in August.

Basic Training

• Team reviewed parts of/recent changes to Basic Training powerpoint and “Basic Training Basics” and made some changes.
• Chris C to give file to Al Fanjoy to post to UDFS comm. team secured (not public) web site.
• ACTION ITEM for Chris C to get new screen shots of EZQs to replace current ones in Basic (many or all were tweaked a bit since Peggy took screen shots on 6/5)
• ACTION ITEM for Peggy to get screen shots of new monthly statement with the additional tab for transaction detail (when available)
• ACTION ITEM for Ellen to request a monthly statement be run to TRAIN so that we can show people (there were none that showed up)
• ACTION ITEM for Amy to bring question to report team: how do you send a report which has been pushed to you to someone else?

Team Training Plans

Went around the room and each team member told when they did/will offer Basic and LAM. With few exceptions, people plan to offer their sessions of this by the end of next week (June 27). In the exceptions, people plan to offer the remaining training in early July.