PS Financials Communication/Training

August 18, 2003; 10:30-12:00 p.m.

Hullihen Hall Board Room

Minutes

In Attendance: Peggy Bottorff, Paul Anderson, Bill Fitzpatrick, Steve Grasson, Lisa Huber, Ginger Knutsen, Ellen Lepine, Dave McCarren, Tim Miller, Eileen Prazniak, Linda Somers

Logistics

• Next Meeting: August 25
• Minutes next time: Linda Somers
• Minutes this time: Ginger Knutsen

Monthly Statement Explanation Status

• Requested from General Accounting
• Eileen Prazniak explained the various types of statements (OPBAS, OPSS, OPBAL and Project, Asset and Liability) and reviewed the data that will be shown on each. She also explained the instances where credits will be shown as negative or positive. Examples and complete explanations of all types of statements will be available on the General Accounting website. Team gave feedback on explanations; Peggy to e-mail to Eileen.

Push and Pull Statement Update

• General Accounting will notify “push” recipients via email when statements are available. A link will be provided to the GA website which explains the statement format.
• Some “super users” of statements have been asked to “pull” their statements to reduce the size of the main “push” program. Ellen Lepine is training the users affected by this decision.
• Committee members should have copies of both the long and short versions of the pull instructions. The long version allows the user to define the scope and the reporting requirements desired.
• Peggy requested that the majority of campus users not be notified quite yet about their ability to “pull” statements.

Basic Training II

• The group reviewed the slides prepared to date.
• The goal is to be able to offer Basic II by the end of September, although it is hoped that the training slides can be finalized very soon.
• Peggy encouraged committee members to review the slides again this week and to come to the next meeting with specific suggestions for wording on the slides that are still incomplete.