UDFS – Communication/Training Team Minutes

April 10, 2002

In attendance: Paul Anderson, Anna Bloch, Peggy Bottorff, Chris Cook, Margie Cox, Steve Grasson, Lisa Huber, Sue Koski, Scott Jones, Dave McCarren, Tim Miller, Eileen Prazniak, Ruth Tauber

Absent: Bill Fitzpatrick, Ginger Knutsen, Chris Murphy

TASKS ASSIGNED:

Those present each were assigned one or two training presentations from the HEUG website. Each person will download and write a brief abstract of the presentation to share at the April 29 or May 13 meeting.

GENERAL MEETING MINUTES:

Each team member received a directory sheet, which includes their PeopleSoft customer connection login name and password. Team saw how to log in to PS customer connection (and change their password).

General discussion of scope of committee and important first steps, which fall into three general categories:

• General PS info: manage expectations; understand benefits
• What are we training people to do
• Who are we training.

There was agreement that we should:

• Address training to different levels of user and address user’s "basic needs" first.
• Familiarize people early with the chart of accounts under PeopleSoft.
• Make sure WE understand the benefits of PS Financials so we can communicate them.

Eileen Prazniak distributed an outline of the training program used by West Chester University (she was involved in their PS Financials implementation).

Agreed that next two meetings will be spent:

• Developing list of tasks/functions that people perform which will be impacted by switch to PS Financials (e.g. inputting JVs, using PS Query instead of data warehouse, etc.)
• Familiarizing the group with the new PS account structure – we will go through that as a team.