4/7/03
Present:
Paul Anderson, Amy Taylor,
Chris Cook, Dave McCarren, Linda Somers, Ellen Lepine, Chris Murphy, Eileen
Prazniak, Steve Grasson, Al Fanjoy, Michelle Broadway, Bill Fitzpatrick, Peggy
Bottorff, Tim Miller
Minutes: Chris Murphy - next time, then Dave McCarren
Administrative:
Still need training plan
from some members
Exec update:
LAM issues: Peggy has given feedback to Crestone. LAM not available until RPT instance is
available (possibly 6 wks). Will be
initially populated based on current codes breakout. Will need to be reallocated by units. By mid-May should be ready for use (perhaps later). Reporting issues have been given to
consultants.
For obligations: could have one or two instances of process
(personnel in LAM vs. all else in “EWE” or “Piglet”). Don't need to be separate
due to coding structure of data. Can
live with one or two.
LAM training - we will need
to do but can't do much until LAM is more stable, record names established,
etc.
Suggested that Report Team
develop reports for standard use on LAM data for account distributions,
etc. In the meantime, develop list of
who will need training, shoot for late May, early June.
Readiness: Chris needs another session and will try to
group with others who are still doing sessions. We will do a 'final' revision to presentation (first Monday in
May it will be on the agenda). Need to
add that digits 5/6 of Purpose correspond to fund type.
Temp budget revisions will be
available via a web form, perm changes via your budget contact.
Query Class: offer feedback
on training packet as you use it.
Trees Team: met last Friday w/ Michael Downey. Think two levels of trainees: super users
and query users. 1 course for access/use
of trees for query writers and 1 for how to build/maintain trees for super
users who will both use and maintain them.
Would likely do training after rollout so users can learn to use query
first. SU class before go-live w/ group
training first to build, maintain, use in query/iNvision/Crystal (whatever)
during May/June. Hands on, small
group. Have divided training between
Tim and Chris. Incorporate query user
training as part of a Query Booster Shot class post-implementation.
Know Thy Data: not a class exactly, but a Web resource and
course will be showing users how to use this resource.
Getting
Started - for GA's ongoing use, basic UD accounting info and structure of
codes.
Chart
Fields - conventions, roadmap
Glossary - new terms to learn, links to legacy data values, will grow with time. Primary resource for query writers. Send input for items to Ellen or Al to add to list. Dee is doing glossery, send input to her.
Record/Field
layout of fields that UD will be using.
Reviewed some of the info Al
has created (great start!) and Al welcomes any input.
Discussion on how to
identify fed flow through funds in PS, currently captured as a value of 3 in
report type field in GA-Attributes in Warehouse.
Grants System –question
arose about who will be doing training (Comm Team or OVPR). The consensus is that Comm Team should
continue and work in concert with the Grants Team.
Basic Training: Availability end of April for first
part. Large groups, users leave with
url's and how to use web tools.
Suggestion is that we do public sessions for basic to make sure no one
gets missed. Chris pointed out that
there will be some college specific processes that will need to be covered.
Will often/regularly have
items on UDaily when it makes sense to do so.
Next time: Updates on Know thy data, LAM. Spend more time on basic training.