DWAG Minutes January 9, 2004

 

Attending: Amy Bauer, Joe Bitzko, Caron Chambers, Donna Duprey, Steve Ettinger, Barb Holub, Dee Huddle, Janice Kauvar, Ingrid Moore, Justin Young

 

Review of Minutes from November 14, 2003

The minutes were approved.

 

BiTech Budget Transfer Transaction Information (Monk-Ryan)

 

This item was postponed to the February meeting.

 

Update on Crsytal Enterprise (Duprey & Holub)

 

Crystal Enterprise was released 1/8/04. Donna, Joe and Karl Werner will meet regarding the upgrade schedule. They tentatively plan to test the software in-house during the March/April timeframe. Those users with Crystal Reports 8.5 will have to upgrade to 9.0 or 10.0 at that time.

 

Steve has been working on negotiating Crystal Reports licensing and will be sending out a letter to all users soon. For those users who had licenses under IT, their maintenance may be covered under the new agreement. This agreement will also cover those who purchased maintenance and licensing outside of IT. IT is looking at FY05 to begin chargebacks for this service.

 

Review of Current IT Reporting Projects and Priorities

 

ABR – IT will continue working on the ABR through the end of January. The templates are finished and tested. It is now with Peter Wise and Janet Evans for review.

 

Budget Variance – IT has this project scheduled for February. The delivery due date is March 1.

 

A133 – Report for Anita is done.

 

Purchase Order Report – These are internal reports for the Purchasing department. They are completed and waiting for Rob Gocke’s approval.

 

Salary JE Upload Reports – The report is done. Waiting for instructions from Finance. Documentation is still needed on how to use the reports and Missy Boone & Diane Simmons are working on this. Donna can set up a short cut on DWOW for the DWAG to use now by request. One issue is what level of confidentiality is needed. It was noted that any transaction report that can currently be accessed on DWOW or BiTech includes the same salary information.

 

Realignment – Barb noted that if there are changes to the divisions for the realignment, that would affect how all reports are pulled.

 

Open Discussion

 

Ingrid asked what the procedure was to add new DW requests. Donna suggested going through the IT Help Desk after the DWAG reviews. Shawn and Steve are currently looking at reporting needs organization-wide. Ingrid has a list of UOP Reporting needs as an outcome of an UOP business plan meeting. Donna will review Ingrid’s list and edit out those reports that are already in existence. DWAG will also review the list. It will then be forwarded to Shawn for prioritizing.

 

ACTION ITEMS

 

Account Information Report:  Donna will give the date the report will be done at the February meeting.

 

Report Scheduling: Barb and Joe talked and there is an easy fix with a lot of hoops. They would add a column in the database, create a script and change the documentation. It would take an estimated 1-2 days to complete. This item will be prioritized at the February IT Manager meeting. One issue that needs to be looked at by IT is if the reports can be automated to run and be emailed out as soon as the latest data is entered into DWOW – rather than on the first of the month because sometimes data is not posted for the last month end by the first of the month.

-         Before the February meeting, email to Janice a list of specific of reports for a suite to be scheduled.

 

Contract Status Report:  Donna will talk with Amy offline regarding what is needed from DWAG for this report. The current report is in use by the Sponsored Agreements office. It may be that a new report is needed.

 

Report Library discussion: Donna suggested using the “Search” feature on DWOW.

 

Purchasing reports:  Amy thought the reports Rob mentioned to SCD admin staff could have been for BiTech rather than DWOW. Janice will contact Rob Gocke regarding purchasing reports.

 

UOP & New DW Requests: Donna will address answers to Ingrid’s list of UOP DW requests at the February meeting. (approx. 10 minute update) She might also use this list as a beginning of an FAQ webpage, after further review.