Week of August 31, 2009

What was done?

• updated getting started guide with updated info and added MyFD application and help page urls (the simplified ones)
• created draft of myfd newsletter including a prize section for those who tell us why their departments are still using paper.
• Provided feedback to Jeff Follman re: draft blurb about open financial data
  
• Updated activities for Managing Budgets class. Instead of having activities in both the slides and a handout, all activities are in one handout with the slides being separate.
• Testing Advantiv for FSNA Team and coordinating resources from Proc Cust Srvc and MyFD (Puja)
• Sat in on Basics of Fiscal Reporting in MyFD today.
  
• Set up class teaching schedule for Puja and me.
  
• Attended eFECS feedback session (handed out prizes and handouts)
  
• Draft of eFECS Training Activities
• Added an additional "Managing Budgets" class for the month of September
• Progress update for Melissa & Lisa
• Got Mara & Puja access to UWMC labs for office hours
• Drafted incentive program approach
• Taught "Managing Budgets" class
• Reviewed Learning Assessment answers w/ Proc Cust Support (graded all questions too)
• Reviewed group email process with Heather (primary tester) and Michelle
• Mentoring with Katy Folk-Way
• Updated Managing Budgets slide set and handouts
• Testing Decision Director for FSNA system
• Created screen powerpoint for eFECS training
  

What's targeted to be done?

• Follow up w/ Financial Accounting to see how they use the "budget prefix" website (how to id different budget types
• Linear graphic for eFECS (3 screens overview)
• Document cross training update for Melissa/Lisa/Pramilla/Jeff
• Document training activities for Administrative group
• Finalize handout for incentive program and calendar of events for eFECS beta testing
• Finish documenting FAQs for Proc Cust Srvc group
  

What you need to know.

• Possibly need to change our reactionnaires to 4-point scale to be consistent with how others in FM/Proc Srvs are reporting training satisfaction numbers
  

Other stuff

• Begin helping w/eTravel interview next week
• What do we have to do for FDI Dev/CS Meeting follow up (what are our action items?)

Kudos:

• Puja - for walking Sarah Moore through the expense transfer process for me
• Puja-Setting up the reactionnaires for eFECS
• Mara - Getting eFECS gmail account
• Mara- open and accepting of training input/feedback