UDFS-Report Team Minutes

February 20, 2002

In attendance:

Van Adams, Peggy Bottorff, Julie Burton, Carol Rylee, Amy Taylor, Marsha Lockard


Marsha update survey and give Cheryl 25 copies to take to HEUG meeting




  1. Carol - Executive Committee Update
  2. Carol gave highlights of UD trip to Princeton. Document ("Princeton Notes") with answers to list of questions has been posted to: http://www.udel.edu/UDFS/work_docs.html

  3. Marsha Survey for Cheryl (HEUG)
  4. Group reviewed and approved survey for Cheryl to take to HEUG meeting. Suggested that Cheryl review the list of schools surveyed in the fall of 2000 to determine if she wishes to pursue additional contact with any of those previously surveyed.

  5. Amy (sub-team) Public Query Review: Status Report
  6. No team report at this time. Peggy reported she had tried to match Accounts Payable UD reports to PS public queries for accounts payable and had no success in finding matches.

  7. Marsha (sub-team) Trees: Status Report
  8. A new sub-team has been formed on Trees with primary tasks as follows:

    how to create and maintain trees, reporting with trees, security using trees.

    The sub-team will meet every two weeks starting February 27 and will continue meeting until goals have been accomplished with no target date set at this time. Team leader will be Dee Smith with Carol, Cheryl, Van and Marsha serving as members of the team. Marsha will act as liaison to report team activities back to the core Report Team.

  9. Miscellaneous

Carol shared information from a Budget Advisors Group indicating that PS is seriously considering adding row level security to PS Financials Version 9 which may be released in the fall of 2003.