UDFS – Report Team Minutes

May 29, 2002

In attendance: Peggy Bottorff, Julie Burton, Marsha Lockard, Cheryl Morris, Carol Rylee, Amy Taylor

Absent: Van Adams

TASKS ASSIGNED:

All team members look for summary table or list of all reports as they browse PeopleBooks 8.4. Marsha has read that such a list exists, but hasn’t been able to locate it.

GENERAL MEETING MINUTES:

1. Executive Committee Update: IT people are involved with Executive Committee to a greater extent now.
2. Public Query Subteam Update: A/P team is reviewing their reports and will prioritize; expect followup in late June. Public Query Subteam also plans to meet w/ GL people (Ben Martin and others) in late June to initiate similar process.
3. Trees Subteam Update: group working to understand the implications of different effective dates for node, chartfield, tree and tree level. Seems very complicated right now; will contact Princeton to see if they have a way of handling varied effective dates that works.
4. Delivered Reports & JVs Subteam Update: Cheryl notes that using multiple queries to double check results is time intensive – want to get to the point where delivered reports may be used and results trusted.
5. Communications Team Update: Team about to send out data warehouse users survey; will shortly begin broader use/needs assessment regarding how people across campus access and use financial information. Agreed that an issue for the broad issues list is defining which report tools will be recommended. Report Team will recommend to Executive Team, which will approve/change and pass to Communications Team.
6. Reviewed team issues list and project plan – made some revisions.

OTHER NOTES:

• Asked Marsha to suggest to Executive Committee that team leaders be encouraged to bring forward interactions between their module and others.
• Asked Marsha to let Executive Committee know that a top priority for Report Team once we have 8.4 will be having enough data with which to evaluation report tools.
• A/R reports will be brought to the Report Team in the future (on the to-do list for the A/R – Billing Team).
• Agreed it would be good to know what data extraction tools (e.g. Oracle Portal) UD already has knowledge of/access to.