Minutes – Training
and Communication Team II
130 Hullihen Hall
Attendees: Ellen Lepine, Rachel Strickland, Missy Sarver, Linda Somers, Al Fanjoy, Trudy Riley, Nancy Pollock, Sandi Dean, Bill Spear, Ginger Knutsen, Jackie Caleb, Betty Dehel, Linda Chriscoe, Joan Higgins
Next meeting: June 21. Grants only.
The meeting for June 14 has been canceled.
Minutes this time: Rachel Strickland
Minutes for June 21: not assigned
Future meetings:
June 28 for the Misc Billing dry run. Please bring a trainee identified on your training list. Let Missy know who will be attending the meeting with you.
The latest version of the grants training manual was handed out.
The latest version of the grants training schedule was also handed out and reviewed.
An issue was brought up regarding printing proposals during the early stages of preparation. Linda Somers offered to see if a report is available or can be written to allow ease of printing a proposal before it gets to the approval stage (at that time the web form will be able to be printed).
Spread the word in your departments that if someone can’t make it to a grants training session with their peers – there is room available in some of the other sessions.
The training materials for grants will be on the website. This will allow for people to get updates as they come out.
A section will be added to the current training manual on how to print the biosketch and current/pending support.
Ellen to follow up with Chris Cook to see if the biosketch is being modified to allow only certain items to show on the proposal.
Al Fanjoy asked if the system does more than what is in the training manual. Ellen said “yes” but the post-award training is up to OVPR – since most of those things are done in that office and not the campus as a whole.
Jackie Caleb ok’d the Cash Transmittal training dates of June 24 (
Ellen will send message to UDFS-All list. Team members encouraged to spread the word. Depending on demand, there may be another training session in early July and maybe September for those on vacation during the summer training.
Missy is concerned that not everyone on campus is aware that a new billing system is being implemented.
June 29 will be the first training session for non-student billing. More training to follow in July.
Missy handed out copies of what the new non-student invoice will look like.
Missy mentioned that there will be A/R training in September. She is also working on aging reports to make it easier for departments to run their own aging.
Some people hinted at early retirement, others remained very quiet. There were concerns about having to enter so much information into PeopleSoft and not being able to get information out on the other end.
Dave reported that the he felt the overall feeling was that people appreciated the “heads-up”
Big questions that need to be answered by OVPR: What is required to get a proposal out the door? What information is required for the web forms to work properly? Betty Dehel said she would discuss with OVPR. A concern was brought up that if the information isn’t necessary to get the proposal out the door people won’t enter it but will it be needed later at award time?
A program that will help link various parts of PeopleSoft. Will be part of reporting training in the future. Buddy still being developed.
Jackie Caleb reported that there will be some cash transmittal EZQ’s, but they are not available yet.
The meeting ended and we all left around