8/31/2009-9/04/2009

Done:

• Training Curriculum Fleshing
• Flesh out skeletal ppt
• Curriculum building
• Course description finished
• "Clean" New print FEC version
• replace poor version online
• other two Feedback sessions for Academic/Annual Reporters
• eFECS Training Planning meeting
• Cross training Quiz/Form input
• Training Material Meetings
• FDI Lunch
• Annual/Academic Reporters Feedback sessions
  
• Review Learning Theories
  
• BAR/BSR updating
• eFECS UTG demo Website content
• Create outline of website to hand out with expectations
• Incorporated feedback from UTG onto site
• attended Proc Svcs All Hands mtg - report back to team
• Desk Aid work with Puja
• Feedback session Q&A captured/added to Sharepoint
• Worksheets for Beta/Training
• Dry run of Training with Group
• Updated Gaining Access pages
• Started IBS page
• Revise 24 hour wording
• Revised Handout Puja began for eFECS class (thank you Puja)
  

To Do:

• eFECS Glossary compilation
• Fix lifecycle image (looks grainy)
• Fix Award image
• Where would Blank FEC go?
• IBS page completed
  
• Proc Svcs All Hands mtg - report back to team
• Online Tutorial compilation - draft and review
• Feedback sessions Questions completed with Answers (earlier ones)
• Embed Google docs forms into eFECS beta Tester Page
• Bug Reporter
• Online Help Feedback
• Reactionaire
• Google/Drupal Analytics on pages for beta
  
• Captivate Decoder?
• Dry Run for eFECS team
  
• Decoder Finish
• up on web/inserted into online training

8/24/09-8/30/09

Done:

• Online Tutorial Captivate Planning
• Online Tutorial Captivate Creation Started
  
• Begin Editing Current Imagery Reflecting What Final App. will look like
  
• Proc Svcs Cross Training
• Queries practice for cross training
  
• eFECS webwork polishing/complete formatting remaining content
  
• Academic Reporter Feedback Session
  
  • Take notes on Questions for FAQ's/Training
• Semi-Annual Reporter Feedback Session
• Take notes on Questions for FAQ's/Training
• Google Docs Discussion
• eFECS Training Planning Review
• Reviewed/Responded to Group email
• Updated Grant Life Cycle Imagery
• Decoder image refinement and design work
  
• Documented eFECS beta Verbal questions
• Curriculum Discussion Gwen/Suzette
  
• Skeleton PPT for training
• Worked on Course description
• Scrum
• Beta Kickoff Training Agenda/Curriculum
  

To Do:

• Training Curriculum Fleshing
• eFECS Glossary compilation
• Flesh out skeletal ppt
• Curriculum building
• Course description finish
• "Clean" New print FEC version
• replace poor version online
• Decoder Finished
• up on web/inserted into online training
• other two Academic/Annual Reporters Feedback sessions
• eFECS Training Planning meeting
• Cross training Quiz/Form input
• Training Material Meeting
• Online/FEC SME's meeting (reviewing failing scenarios)
• Review Learning Theories
  
• BAR/BSR updating
  

8/17/09-8/21/09

Done:

MYFD:

• FDI core meeting
• proc svcs cross training x3
• BAR/BSR Suppression updating
• Dropped hand outs for Queries class off at classroom
• attended MYFD Queries workshop
• Drove for Queries class
• Reviewed Queries info
• Group email Filtering/Response
• impersonated 1st user

eFECS:

• eFECS rehearsal feedback session material
• eFECS training task planning
• eFECS Sprint 6 demo
• Study eFECS material
• Grant life cycle/ eFECS process imagery work
• Updated URL paths so breadcrumbs work nicely on eFECS website
• Worked with Dan Druliner on getting image loading/web file manager to work (was not allowing me to load images):

  "This connector is disabled. Please check the "editor/filemanager/connectors/php/config.php" file "

• Get Drupal Image uploading access
• Blocks tutorial for Drupal
• Rearranged heirarchy of eFECS website per eFECS team request

To Do:

• eFECS Web Content Formatting
  
• Add Imaged/Links to eFECS site
• Getting Started Online Fleshed out and Draft?
• eFECS feedback session attendance/notes
• Study eFECS material
• Captivate edited and completed for Background/Navigation (MYFD)
• Start 2nd captivate
• Review/Prep for next
• Study Adult Learning Theory
• Review Financials Class Content

Get GRE study Aids

8/10-8/14/2009

Done:

• Working on Drupal front end research (formatting etc.)
  
• 'Green' eFECS added outlines onto website
• Add additional outlines as ready to website
• Attended Meet and Greet w/Matt Lambert
• Getting Started online outline for Captivate (work on w/Gwen) -work on mock ups for captivate - start captivate? draft?
  
• Desk Aid outline (w/Puja and Gwen)
• MyFD+Proc Services Cross training session Q&A
• eFECS Phase II training task planning
• Last travel training for NOAA folks
• filtering/responding to MyFD group emails with Puja's Mentoring
• composed 'Bug' msg. to send to users that didn't end up needing to go out
• drove eFECS Training Task Planning
• Downloaded Dreamweaver to work with Drupal challenges
• BAR/BSR Opt out updates done
  

To Do:
eFECS IS PRIORITY 1 right now

• Understand FEC process as THOROUGHLY as possible
• Review current training material
• Create getting Started Captivate Screen shot
• test server imagery from efecs (use imagery from sprint notes)
• Mock up screen shots into ppt
• Address instances that were changing and include mock ups
• Illustrate differences from old and new process?
  
• Include imagery for old vs new process on that part of the site?
• Keep in mind training objectives: 1.Locate and print faculty effort reports by individual report and batch process 2. Become familiar with changes affecting business processes (availability of reports, due dates, how to make adjustments to reports, etc.) 3. Use the eFECS system to identify elements of report that should be reviewed prior to faculty certifying 4. Be equipped to recognize the differences between the current paper based reports and the new online reports 5. Navigate to important support resources including online training, FAQs and step-by-step instructions 6. Become familiar with ASTRA roles/access and how this impacts a user's span of control
• Translate mock up to captivate
• Add graphic links /page to website
• Include documentation for where we use Bolds and Colons, dashes etc
• Brainstorm (measurable) Incentive for Beta Testers
• Flesh out outlines for website as necessary
• Have website with Beta ready info completed by beta (9/10-21)

Week of 8.03-8.07.2009

FDI CORE Meeting
Attended MYFD training w/Matt Lambert & CS team
Drove Basics of Financial Reporting Using MyFinancial.desktop while Puja Lead
Printer hook up Success!
Attended Managing Budgets Using MYFD
Began reviewing Jenn Dickey's FEC procedures
Drupal Tutorial success (began drupal formatting wade)

Captivate Installation Success!

• Transcription of MYFD Background & Navigation completed
  
• Started to make complete BAR/BSR internal Process Documentation into Captivate as Practice - stopped as the file size was too large and unweildy
  
• Going to work through parking lot elearning/camtasia re-dos instead
  

BAR/BSR follow up

• Resolved final questions on process-New BAR/BSR process will result in Checking/updating this weekly
• Responded to Gordon Bock's inquiry re: Org Codes 312010000 thru 3120199999 for budgets 08-1000 thru 08-9999 requested in Dec 08 that was an ongoing issue JK left
• Worked with Tim McAllister to find out add'l information
• BAR/BSR printing schedule: Suppression needs to be flagged up to and including 2nd business day of following month (ex: Aug 3rd 2009 was 2nd business day of this month, everything Suppressed or UnSuppressed up to and incl. that day will be for that months scheduled run in September, i.e. Aug. activity that gets printed in Sept. will be included in that.)followed up on additional requests and updated suppression flags
  
• Request on additional reports that Fisheries is receiving that they would like to stop receiving - researched into what these are and where he would go
• Short answer - there is no way to turn these off yet - perhaps address this in the fall (per Tim)
  

Pepperoni Points

• first one down

Responded to first MYFD group email- YAY (TC31 and ER check # not showing up-forwarded check question to travel for their apps group to look at)
Responded to Marie Krause re: 'blanket approvals' for BAR/BSR suppression flagging
UTG meeting Wed. with Dawna

• Learned some more info on eFecs
• Got to see who was involved in UTG
• More background info/knowledge

Co-Presented BAR/BSR