UDFS Report Team Meeting Minutes

9/13/00

In Attendance: Marsha Lockard

Carol Rylee

Van Adams

Julie Burton

Summary of Tasks:

TASK: Julie will alert Ben to the addition of Institutional Research to complementary data and report surveys.

TASK: Marsha to give complete dates for Report Team subcategories to Lynda Ruggerio for addition to the project plan on UDFS web page:

TASK: Carol to initiate purchase of PS report sample books for each member of the reporting team.

TASK: Marsha to draft cover letter for survey to send to selected schools.

TASK: Team members to contact assigned schools.

TASK: Marsha to contact Dan Grim to schedule presentation of Dazzel / Metaweb.

1. Update from executive Committee
1. Complementary data is being gathered and will be summarized by Jeff Quirico. Report List from General Ledger Team is due to Executive team by 10/10/2000.
1. It was suggested that Institutional Research be surveyed for complementary data and report requirements. Carol suggested that this be added to Ben Martin’s list of departments to survey. TASK: Julie will alert Ben to this addition.
2. Executive team is working on setting up tables of data
3. There was a meeting on 8/31 to determine if version 7.5 or 8.0 will be implemented.
2. Van discussed Princeton contact
1. They are ahead of us in implementation
2. Dropped nvison, picked up Oracle DB (which was developed by someone from Princeton and the rights sold to Oracle)
3. Group from computing center to visit Princeton
3. Project Plan for Ad Hoc Reports/Tree environment
1. It was suggested that complete dates be added to subcategories of the Project Plan for Ad Hoc reports. TASK: Marsha to give the following complete dates to Lynda Ruggerio for addition to the web page:
1. 09/27/2000 Oracle WebDB Presentation
2. 10/11/2000 PS Query / Crystal
3. 12/06/2000 Report tool survey of schools using People Soft
2. TASK: Carol to initiate purchase of PS report sample books for each member of the reporting team
3. Van and Kat to meet with Pat on the Sept18th to discuss game plan for reporting.
4. Survey Progress
1. TASK: Marsha to draft cover letter to send to selected schools with survey. The purpose of this letter is to find out whom to contact with report tool survey.
1. Next step: send survey with cover letter to contact and ask for an appointment to call and discuss.
2. Next step: fill out survey form from the discussion and return to the contact for any additional comments.
2. TASK: Team members to use Marsha’s letter and contact assigned schools. Assignments are as follows:

1. TASK: Marsha will distribute list of assigned schools to include URL addresses.
2. TASK: Van to discuss completed list with Carl Jacobson to get any suggestions for contact names or additional schools that might be useful to contact.

1. Other assignments:
1. TASK: Marsha to contact Dan Grim to schedule presentation of