PeopleSoft Financials Communication and Training Committee




Paul Anderson, Dave McCarren, Linda Somers, Ellen Lepine, Chris Murphy, Steve Grasson, Al Fanjoy, Michelle Broadway, Bill Fitzpatrick, Peggy Bottorff, Tim Miller, Ginger Knutsen, Dee Smith

Minutes: Dave McCarren - next time, Steve Grasson

Training Plan Status Update:



Basic and LAM issues: We need some work yet on tables to really get these moving getting close Transactions and Balances tables not ready yet. These are needed by a lot of people to continue work on the development of these training modules


Trees: - this may be broken into 2 parts one for advanced users on how to build and manage a second part - a module for possible inclusion in a course on advanced query writing or in a web stand alone module for how to use trees in a query.



Update on Know Thy Data: Team is describing the data tables, building the glossary

-         group will discuss when to make available


Basic Training: Building of queries is in progress.



I. Get to know the data records out there for LAM and Obligations

Get on Training in Query manager search using UOD as criteria,

Look at all UOD records - we all need to be familiar with the info available here as we go forward.


II.                 look at LAM and Obligations under UD processes be familiar with how these work.



The team reviewed and updated the topics in the LAM training guide and made assignments.

Still looking for a volunteer to write up how the obligations module works.



Submitted by: dm