In attendance:
Van Adams, Peggy Bottorff, Julie Burton, Cat Collison,
Marsha Lockard, Cheryl Morris, Amy Taylor
DECISIONS MADE: |
NONE |
|
TASKS ASSIGNED: |
All |
Go into PEP version 8.4 and review the features noting
where the system does not appear to be working properly. Bring issues and notes to next team
meeting for Van to address. |
|
Query sub-team |
Compare 8.4 query list to 7.5 query list. |
ISSUES: |
NONE |
1.
Executive Committee Update
·
We will not be able to purchase a CD that contains an
Introduction to PeopleSoft 8.4 since it only comes packaged with other courses,
the majority of which are technical courses, and it is prohibitively expensive.
·
PeopleSoft 8.4 has been loaded to a new machine since the
old one was not working properly. It is
now in production.
·
The Executive Committee determined that all departments
would be created with appropriate sub departments to accommodate labor
allocation.
·
A new RFP (request for proposal) is being put together to
secure consulting services on a more comprehensive basis than originally
planned. Due to changes in reporting
relationships and time commitments the RFP will be looking for more of a
consulting partner than a plan developer and manager. It is expected the RFP will be completed this week.
·
Training was discussed but no firm decisions have been made
to date.
·
Target date for 8.4 set-up completion has been set for
09/01/02.
2.
Public Query Subteam Report
Nothing new to report.
3.
Trees Subteam Report
Van provided an excellent demo of the trees modules (and more) at the
last subteam meeting and suggested team members using a read-only access ID to
begin to learn the mechanics of the new navigation methods and menus.
4.
Delivered Reports & JVs Subteam
The subteam has been on hiatus for the last few weeks due to year end
and closing. The group will resume work
beginning on 08/23/02 (from 8-10) looking at the delivered and central control
reports from PeopleSoft version 8.4.
Anyone from the reporting team wishing to attend these meeting is
welcome.
5.
Communications Team
·
Focus groups meet with the Communications Team next
week. The concentration will be upon
which tools are being used and why, how the individual learned to use the tool,
and the best methods of learning for each of the group.
·
On 09/16/02 the entire Communications Team will be
participating in a live webcast training session dealing with Introduction to
PeopleSoft version 8.4.
6.
Miscellaneous
Team mission statement/goals
distributed with reminder that our primary mission is to replace all financial
reporting with something comparable.
While our team may have opportunity to interact with HR personnel re:
use of new software and PeopleSoft data, there is no intent at this time to
broaden our mission to include HR reporting.
Team will explore use of Excel
MS-Query in the near future as a possible campus-wide tool to be used with data
from PeopleSoft records.
PeopleSoft reporting tools
delivered with our purchase of 8.4 include Query, nVision, and Crystal (run/read only by web; must have desktop client to create Crystal
reports). BAM is an analysis tool for
the Budget Module and will probably not work with our data. Other reporting tools such as Cube Manager
require the purchase of additional software.
PS 8.4 Navigation – if problems
encountered while using Netscape, try same navigation using Internet Explorer.