PS Financials Communication/Training

Core Team Meeting

June 23, 2003; 10:30-12:10 p.m.

Hullihen Board Room

Minutes

Present: Peggy Bottorff, Paul Anderson, Julie Burton, Christine Cook, Al Fanjoy, Bill Fitzpatrick, Steve Grasson, Lisa Huber, Ginger Knutsen, Ellen Lepine, Dave McCarren, Tim Miller, Chris Murphy, Eileen Prazniak, Dee Smith, Amy Taylor

Logistics

• Next Meeting: June 30, Hullihen Boardroom
• Minutes next time: Ellen Lepine
• Minutes this time: Steve Grasson

CLASS update

• For faculty (211, 216, some 210), will just see 000 in HRMS web views (that’s all that’s in their table); for others, will see the class (this was crosswalked from old line number)

Security Issues

• Staff with access to PeopleSoft will be e-mailed the url to sign-in at which time the unix name (case sensitive) will be needed for both PeopleSoft user name and password. It is important that the password be changed at the time of the first logon-in. If a user does not log on for approximately 21 days, the password will be automatically changed and the user will need to contact Computer Security.

Training Plan Status Update

• Trees Class subgroup report – Chris Cook - no new information at this time.
• Know thy Data subgroup report – Ellen – no new information at this time.

Basic Training

• Monthly Statement issues:
• Statements will be pushed to the person who is currently shown to get the statements in the General Accounting DV screen. The University cannot add additional users to receive statements at this time. However, a Department can request Marsha Lockard to change who the statement is pushed to.
• Revised EZQs
• Working on some ezq’s for project to date – they are the same four as balance with budget. However, some data is not correct in the UOD Balances record, on which the EZQs are based.
• File on the public web site:
• Basic training is currently on public site at unpublished site. A link will be inserted so that training is easy to find for Comm team members but not to most users. LAM training will be made available on public web site.
• Duplicate slides:
• Slides 62 and 63 are duplicates. Will delete 63 and put in 62 notes that it is Ellen’s revision
• Slides 67 and 68 are duplicates. Will delete 68 and put in 67 notes that it is Ellen’s revision

Go Live Announcement:

• Peggy to work on draft and review it with Mr. Roberson.
• See above about user name and password in FIRPT.
• If users have access problems they should contact Marsha or Ellen. Remind users that they can use GA Query at least through 10/03 and DataWarehouse at least through 6/04. [NOTE: after the meeting, per Roby, this was changed to be Russ Merendino, who will notify Marsha and others as appropriate.]
• Tell users for other problems contact Comm Team Rep or Procurement Services.
• New forms will be located on UD forms site: https://www.mis4.udel.edu/webforms/login

Help Desk:

• Ellen discussed a table she did for Help Desk which will assist Help Desk Staff in routing users to correct person. This table will be e-mailed to Comm Team.

Procurement Issues:

· Richard McCaulley joined the meeting to discuss purchase order queries. Currently, the system will allow any UD PeopleSoft user to query any UD Purchase Order and associated payments. Rick received input from Tory and wanted input from the Comm Team before going to Mr. Hollowell for a decision. The accounts payable section will be closed. The Comm Team recommended that the Purchase Orders remain open for now and be restricted according to purpose access as soon as possible.

Submitted by Steve Grasson