PeopleSoft Financials Communication and Training Committee

4/21/03

Present:

Paul Anderson, Dave McCarren, Linda Somers, Ellen Lepine, Chris Murphy, Steve Grasson, Al Fanjoy, Michelle Broadway, Bill Fitzpatrick, Peggy Bottorff, Tim Miller, Ginger Knutsen, Dee Smith

Minutes: Dave McCarren - next time, Steve Grasson

Training Plan Status Update:

Basic and LAM issues: We need some work yet on tables to really get these moving – getting close – Transactions and Balances tables not ready yet. These are needed by a lot of people to continue work on the development of these training modules

Trees: - this may be broken into 2 parts – one for advanced users on how to build and manage – a second part - a module for possible inclusion in a course on advanced query writing or in a web stand alone module for how to use trees in a query.

Update on Know Thy Data: Team is describing the data tables, building the glossary

- group will discuss when to make available

Basic Training: Building of queries is in progress.

Homework:

I. Get to know the data records out there for LAM and Obligations

Get on Training – in Query manager search using UOD as criteria,

Look at all UOD records - we all need to be familiar with the info available here as we go forward.

II. look at LAM and Obligations under UD processes – be familiar with how these work.

The team reviewed and updated the topics in the LAM training guide and made assignments.

Still looking for a volunteer to write up how the obligations module works.

Submitted by: dm