Minutes – Training Communications II Team

Monday, April 5, 2004

10:00 to 11:30

130 Hullihen Hall (Board Room)

 

 

Attendees:  Ellen Lepine, Shirley Becker, Jackie Caleb, Sandy Dean, Scott Eatough, Joan Higgins, Ginger Knutsen, Dave McCarren, Nancy Pollock, Bob Reiman, Trudy Riley, Missy Sarver, Linda Somers, Bill Spear, Rachel Strickland, Betsy Reigle

 

  1. Logistics:
    • Next Meeting – April 12, 2004
    • Minutes for April 5, 2004 meeting – Trudy Riley
    • Minutes for next meeting (4/12/04) – Joan Higgins
    • Ellen announced that the team will now be having weekly meetings

 

  1. AR-Billing:
    • Charge Code Template – everyone reported that there were no problems collecting this information
    • Customer Template – Ellen will send everyone this template via email by the end of the day April 5, 2004.  Ellen requested that it be returned to her by 4/26/04.  There will be multiple address lines for certain customers, for example DuPont, but departments will be able to identify their customer by the location description.  Each department should make the location description specific to them so that they will recognize it.

 

  1. Sub-teams for Grants, Misc. Billing, Cash Transmittal and Asset Management:
    • Grants sub-team: Rachel Strickland, Sandy Dean, Trudy Riley, Ellen Lepine
    • Misc Billing sub-team: Betsy Reigle, Bill Spear, Joan Higgins, Ellen Lepine
    • Cash Transmittal sub-team: Bob Reiman, Jackie Caleb, Nancy Pollack, Scott Eatough, Ellen Lepine
    • Asset Management: Procurement will be doing the training for this module

 

  1. Readiness 2 Training:
    • Reviewed the PowerPoint presentation for this training and refined content
    • Ellen requested that each member of the Training Communications Team bring one person with them to the 4/19/04 meeting to review the Readiness 2 training presentation
    • Both Readiness 2 training sessions will be held in the Trabant Movie Theatre
    • First Readiness 2 training session will be held on Friday, 4/23/04 from 9:30 to 11:00
    • Second Readiness 2 training session will be held on Tuesday, 4/27/04 from 1:30 to 3:00
    • Ellen asked that everyone on the Training Communications team try to attend at least one of the Readiness 2 training sessions.
    • Publicity for Readiness 2 training – Udaily, UDFS Fin users list and HR Liaisons list

 

 

  1. Update on progress, issues and decisions made by other teams
    • Grants – this team is working on converting information.  At this time the plan is to convert all proposals from 18 months forward and all active awards
    • AR-Billing – this team is working on the webforms and on having EZQs for the campus community to use
    •  Reporting – this team is meeting twice a week.  They have the Bio Sketch and Account Maintenance forms almost complete.  The queries they are writing for the campus community will begin with GM.
    • Linda Somers and Al Fanjoy are continuing to work on the data dictionary for Phase II.

 

  1. Ellen asked if there would be a problem training faculty with 9-month contracts in June or would September be better.  The team members said that June should be ok for the PIs that need training because they would be on campus in June.  In September they are too busy with classes.