March 30, 2009 Report

Thanks

• To Puja for entering the rest of Originating Table Entries into the glossary for me!
  
• Jerrica, nice job on the newsletter content!
  

What I did that might interest you...

• Review and provided feedback on MyFD Newsletter
• Followed up with Kirsten re: using GCA as a contact for benefits only transfers
• provided input for V'ella/charles meeting
• Created draft biennium calendar for Puja
  
• Hosted "Training Brainstorm" meeting (3/26)
• Finish gathering stats for check-in w/ CB & MB
• Followed-up with Ted Mordhorst re: new field in MyFD (still need definitions before we can add the field)
  
• Follow-up with Ted Mordhorst re: "benefits statement" bug/responses, or lack there of
• created write up to describe when to use old JV process vs MyFD for publication on Biennium Close website and the Bank/Accounting website
  

Issues & FYIs

To Do

• Need to get together to talk about web work/brainstorm (jk will reschedule)
  
• Wrap up conversation re: training (combine classes, how to modify classes for future use)
• Need PCA Help on help pages

This week

• In late on Wednesday (10?) working late on Wed
  

March 23, 2009 Report

What I did

MyFD

• Taught Intro to Reports, mostly unaided--Yay!
• Drafting Intro to Reports course materials
• Contributed articles for FM Newsletter (Jeff Folman). Subjects were re: Transactions training wrapping up and biennium close information
• Group email back up while Puja was on vacation
• Group email back up while Jerrica was out sick
• Reviewed i:drive files and kept what I wanted and allowed Jerrica to purge the rest
• Shared idea to sign all former trainees up for our listserv so they receive MyFD and biennium close information
• Followed up with end users that should have gotten "FDI System Reject or Returned by Compliance" messages (sent on behalf of Dev Team so they could validate whether or not the system was functioning properly
• Provided feedback to Melissa, for the "budget instance" memo she created
• Had to redo spreadsheet containing "benefits reason" and sent two versions to Dev Team to update
  

DSC

• Suggested team lunch at Shalimar
• Reconciled old budget for Charles
• Cubicle move completed, excess furniture went to MAA--yay!
  

eFECS

• March-April training timeline in place for Phase II (will work with Toyin to interview administrators on their current FEC processes - part of a campus training needs assessment)

LEAD Team

• Arranged agenda for meeting with Ann, Sue & Ruth re: Leader's needs assessment findings and recommendations (4/22/09)

Trainings

• Repurposed 4/9 Administrator class, to be a lecture class
• Proposed idea to have a "sign up list" for hands on classes (possibly schedule our free courses-lecture and administrator-but have sign ups for the classes that cost $. This will allow us to still have training classes available but not have low enrollments for the classes we have to pay for)

Biennium Close Team:

• Received approval for "special edition" biennium close newsletter (will host on AP website and link to it via FM Newsletter)
• Received approval for e-learning topics and for this method to be the delivery mechanism
• Created email template for new newsletter
• Reviewed new website and provided feedback
  

What I'll be working on

MyFD

• Review MyFD Newsletter (Thurs)
• Enter originating table entries into MyFD Glossary
• Schedule reoccuring MB/DG Check-in meetings
• Schedule reoccuring CB/MB/DG Check-in meetings
• Prep for "Training Brainstorm" meeting (3/26)
• Finish gathering stats for check-in w/ CB & MB
• Follow-up with Ted Mordhorst re: new field in MyFD
• Follow-up with Ted Mordhorst re: "benefits statement" bug/responses, or lack there of
  

DSC

• Strategy map items for Charles
• Article for Directions (modify OIM information - Dan needs before 3/26)
• Understand/evaluate what it takes to be an Administrator for RightNow. (meeting on 4/
  
• Surplus old desks
• Find my monitor (ask Aubrey)
• V'ella update for Charles
  

eFECS

• Talk to HR re: hiring process for eFECs position
• Solidify staffing approach w/ Melissa, Lisa Yeager & Charles
• Write job description
• Schedule eFECS interviews with campus administrators/staff (8)
  

LEAD Team

• Send out timeline reminder for recommedations

Training related

• FFR: Streamlining class to cut delivery time down to 6 hours and cut trainer resources by
  1/2
• Creating e-learning draft for biennium close training
• Finalize Intro to Reports training slides (intent is to create a more comprehensive take-away package for students and to have training documentation for a future trainer)
• Will teach 4/15 Burke Museum training
  

Biennium Close

• Follow up on articles that were to be written up by Purchasing

Issues & FYIs

Scheduling

• One-on-ones scheduled for later this week
• Not going to volunteer for Board next year
• Travel will impact my schedule next week
• On vacation 4/16-4/20
  

Odd stuff from last week

• Network was down a significant amount 3 out of 4 days
  

Items to discuss later

• Any help needed with regard to the web meeting on Friday?
• Need help w/ newsletter topics?