PS Financials Communication/Training

Core Team Meeting

May 5, 2003; 10:30-12:00 noon

Hullihen Hall Board Room

Minutes

Present: Paul Anderson, Lisa Huber, Michelle Broadway, Chris Cook, Dave McCarren, Ellen Lepine, Peggy Bottorff, Tim Miller, Al Fanjoy, Linda Somers, Virginia Knutsen, Eileen Prasniak, Chris Murphy, Steve Grasson, Dee Smith

Logistics

• Next Meeting: This afternoon, Hullihen 003, then May 12, Hullihen 130
• Minutes next time: Amy Taylor
• Minutes this time: Dee Smith

Training Plan Status Update

• Query class – progress on web - Please submit any comments about the Query class to Peggy this week.
• Trees Class subgroup report – Chris Cook – The subgroup is close to finishing and will need time to share with the whole group. This may be put off until later as the group has decided that this is a class that can wait to be offered at a later date.
• Know thy Data subgroup report – Ellen: The group met last week and will meet again this week. They are working on the Data Dictionary with the help of Rick McCaully. If the Trees subgroup doesn’t need the meeting time on 5/19, Know thy Data will use it to show the group what they have so far.

LAM

• Update on databases: Security on the Input tables is likely. John Adcock feels this is doable for both the input tables and the query. Disencumbrances are still up in the air as IT is unsure how and what will be disencumbered. Peggy has written some EZQ’s to bring LAM transactions together. Linda is reviewing the instructions. Chris Cook mentioned that she wants to enter Post Docs and Grads into the LAM. If this is done correctly, she can use this information to generate SARS. Does the Budget Office realize the commitment they will have in offering to add all of these to the LAM? Michelle will bring this back to Carol to see if she can give us a specific list of those PS accounts that will be automatically entered into the LAM.
• Next steps are getting urgent: a small group will work this afternoon (May 5) on writing the LAM course so that we can offer this quickly. CHEP and CMS need to have the ability to enter encumbrances into the LAM by 7/1/03. This is not optional. UD Obligations and disencumbrances are not required by Go-live.

Basic Training

• Next Steps: Small group will work on writing Basic Training this afternoon (May 5)
• Monthly reporting is still up in the air. Dazel reports are not possible but some sort of electronic delivery will be used.