PS Financials Communication/Training
Core Team Meeting
April 28, 2003;
Bottorff, Paul Anderson, Michelle Broadway, Christine Cook, Al Fanjoy, Bill
Fitzpatrick, Steve Grasson, Lisa Huber, Ginger Knutsen, Ellen Lepine, Tim
Miller, Chris Murphy, Eileen Prazniak, Dee Smith, Linda Somers, Amy Taylor
Meeting: May 5, Hullihen 130
next time: Dee Smith
this time: Steve Grasson
user id reminder:
Peggy reminded Team to supply the
name and unix sign- on name for up to one additional person for early LAM training, to be supplied to
Rick McCaulley so that accounts can be set up
descriptive unit/department list on web site (to help people find their
comm. team rep):
It was decided that each team
member would supply Al Fanjoy with a list of areas which they represent. This would be added as an additional column
in the contact page in the help section of http://www.udel.edu/UDFS/info/
Training Plan Status Update
Comment about log-on problems on Friday morning. (System was also down Friday afternoon).
- Trees Class subgroup
report – Chris Cook: No new news.
- Know thy Data subgroup
report – Ellen:
Working on tables.
To get together this week. Al
pointed out information on some tables is available at http://www.udel.edu/UDFS/comm-draft/ -- click on Data Dictionary on left.
Linda volunteered to test the existing LAM
documentation. Still no volunteer on
writing up how to encumber so Peggy will do it.
will have a working session Monday, 5/5, 1:30 until 4 for Basic
Training. Would like team members
to attend if possible. Would like
a rep from Know thy Data. Will
probably take place in 003 HH.
was decided that there would be two sessions. The first would be Basic 101 which would take place in June
before “go live” on July 1. The
second, Basic 102, would take place after July 1.
Training 101 will likely be a combination Power Point presentation with
the trainer having a window also available to the Peoplesoft Training
Database. As an option, a trainer
will be able to use a room where trainees will also have a pc but this
will not be mandatory. Homework
will be given to trainees.
Training 102 will be in part a follow-up to review problems and
questions. There may also be a
more detailed discussion on how department trees work. Included will be problem solving,
troubleshooting, updates, and security.
topics to be covered in Basic 101 are:
– what goes live when
EZ Queries for Basic Users
viewer verses query manager. How
to look up balances and transactions, etc. using query viewer and public
of Procurement training which Procurement Services will be doing.
to get monthly statements
New JV’s should be ready by
mid-June but not needed until July.
Old jv forms to be used for 02-03, new ones for 03-04
IMPORTANT INFORMATION ABOUT CLOSING for F03
McCaulley discussed issues with team:
- Goal: close old system quickly so people use
new system sooner
Timing: third close by August 1
Close Goal: July 1; reports out by
July 3 (Thursday)
Close Goal: July 8 Tuesday; gives
2 working days
suggested first close goal as 6/30 and 2nd close goal as
7/9. Even this would be difficult
for some areas such as Facilities.
Team also suggested that in addition to a close schedule reminders
be sent out as soon as 1st close was on GA-PRD and
DataWarehouse and that paper statements for 1st close be
distributed as soon as possible.
were some questions about salary accruals for academic year staff. However, this should be available for
Submitted by Steve Grasson