PS Financials Communication/Training
Core Team Meeting
September 8, 2003; 10:30-12:00 p.m.
Hullihen Hall Board Room
Al & General Accounting will place on the websites the date that is currently allowable for those who want to “pull” statements. General Accounting will update this. It is ok to release the instructions for how to pull statements but the instructions won’t be posted to the web until after the July statements are “pushed”. This is to avoid a panic.
Archiving statements – According to Roby, it is not mandatory that users archive statements. However, it is unclear if or how General Accounting will do this in the future. Eileen will check on the status of this and report back.
Procard activity in Transaction table currently has a description of “Procard Journal Templ”. In the future the description will be the vendor. A new field (UOD_SCENARIO_DESCR) will be added to the transaction table that will reflect the last six digits of the Procard. Peggy has added this field to the EZQ_TRANS_DTL with a heading text of “PcardLast6Digits”. Procard activity prior to 7/22/03 will not be fixed as they cannot retrieve the detail.
Consultants should begin working in October and we should have a better idea of where the Comm Team is headed. Most likely is that the team as it is will be discontinued but some members may be asked to serve on a newly configured Team to provide similar services for the Grants/Proj & AR Bill conversion.
Draft Done: Chris Cook & Chris Murphy will take back to their units to have someone review and proofread the new version.
Basic Training II
The Comm Team completed the review of the Basic II slides. Chris Cook will do some minor cleanup and return the file to Peggy. Once it is finalized, Al will post to UDFS/Info site.
No Time left -To be continued 9/22/03.
If you receive a carbon copy of a webform (HR or FIN) once you remove the copy from your inbox, the form is gone forever, no copy is added to your archive. Dee Smith sent an email to Ellen and Carol Rylee to discuss this with the IT people and a meeting had already been scheduled to discuss remedies for this problem.