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AGENDA ITEMS / DISCUSSION / RECOMMENDATIONS/ACTIONS

ERP Training Meeting

Date: March 29, 2010

Time: 11:00AM

Place: LRC 309

Present: Karen Boland, Kay McClintock, Terri Christoph, Mary Gerrity

AGENDA ITEMS / DISCUSSION / RECOMMENDATIONS/ACTIONS

ERP Team Goal and Objectives

/ Karen emailed the final copy to Mike Gibbons.

User Support Services Process List

/ Karen emailed our six (6) processes to Melissa Saddlemire.
User Support Services Process Maps / The top five (5) processes were mapped by Karen and Kay. Karen sent the final copies to Melissa Saddlemire.
Meeting(s) Update / Karen reported on the last two Team Leaders Meeting and the Core Meetings.
Training(s) Update / Karen reported on the three-day core training and the two-day general ledger training. She stated that Mike Gibbons will not require her to attend any more SPECIFIC department trainings. Departments will be responsible for training their own staff on their specific processes.
Colleague CORE Training for Marywood University / Karen stated that training has been refocused (per Mike and Tony). The Training Team will now be responsible for conducting a CORE training session (probably a one-day training session) covering the User Interface, Demographics, and Reporting Fundamentals. She is in the process of writing the documentation and designing the training.
Karen hopes to deliver the first training session to HR staff (before they participate in their department HR training). Since that will take place in only a few weeks, she has her work cut out for her. She is attempting to have it finished before then. / Mary suggested Karen use the three of them as her “test” group. Plus, they will need to attend the training anyway so why not as a test group? Karen said it was a good idea and she would get back to them and hopefully do this training sometime next week (towards the end of the week).
After HR staff attends the CORE training she will be going “backwards” and training Fiscal staff (who already had their department training session). / Kay asked how we would know who should attend the training. Karen replied that Mike would give her the list of people as their offices came up for department training.

Help Needed

/ Karen asked for help from the team to create/design two separate Colleague forms: (1) a “Report Specifications Form” and (2) a “Colleague Permission Request Form.” Samples were shared with the team. / Terri will work on the permissions form and Kay will handle the report specifications form. A copy of the relevant chapter on “Right Report, Right Audience, Right Time” was also shared with Kay as preliminary information along with a report template and example.
Karen also shared the chapter on “Training Other Users” with the team.
Adjournment / The meeting adjourned at 11:45 AM.
Respectfully submitted,
Karen Boland