9/28/09-10/02/09

Done:

• Worked on FAQ's w/Mary
• Update eFECS Inventory spreadsheeet
• Fix slide deck
  
• update activity two (adjustments were in wrong column)
• update avg FTE wording to clarify
• Updated slide titles for accurate reflection of content
• 
  
• Second CS example in Activity handout adjusted
  
• Online Help Web survey (create and embed)
• EDP work
• FDI Core mtg
• eFECS UTG mtg
• Fiesta De Wii
• Mara & Mary eFECS land meeting (x2)
  
• Monitored group email part of the week
• BAR/BSR suppression follow up with G. Bock and F. Donaldo
• Updated BAR/BSR suppression requests
• Measures on BAR/BSR
  
• Worked on print decoder
• Scrum
• Compliance list discussion
• worked on capacity planning
• Updated Print FEC with revised instruction #3
  
• hid additional print pages
• consolidated printing instructions to one page
• Uploaded New Print form for sample download
• Worked on How to make adjustments
• Prioritizing eFECS/team stuff
  

to Do:


* Measures for Bar/BSR (how many budgets/org codes suppressed)


Review Client Services Escalation Procedures
Triage Beta testers

* Add Faculty List/online FEC navigators to website ? (sanitized >?)

* eFECS Glossary compilation
o ID what s/b in Glossary that's not already
o adding what's complete and evaluating new terms necessary
o have MAA folks review terminology
* Fix lifecycle image (looks grainy) (add descriptive text)
* IBS page complete? - Is this going to live on our site?
* Capacity Planning
o FEC coordinators AND those in dept's who are not coordinators but who review FEC's
o How many ACTUAL users?
o How many sessions in each style needed?
o Attend / Get on Agenda for Nov payroll Coordinators meeting
* Google Docs Form for BAR/BSR Opt Out
o Wait for DG to get OK from T. Mc.
o change confirmation page
o Have Puja help with embedding onto MyFD site
* Online Tutorial compilation - draft and review
* Follow up the following:
o Basic Instructions updated version on MAA site or Ours and where- after Beta pages go away?
* Decoder Finish
o up on web/inserted into online training
o Map old print to new print
o Captivate 4 Decoder/Map
o Re-evaluate/Modify Slides for Quarterly Reporters around week of 10/10/09
o Oct-folding back into MyFD more thoroughly
o Plan for Nov/Dec Cross training PP & DG on eFECS
* TFS learn how to do this

9/21/2009-9/25/2009

Sick Monday. booo.
Follow up on 'ideas'
8333.3 sheets of paper in an average tree = 16.67 (17) reams of paper = a tree
500 sheets in a ream
5000 sheets in a box
$36 a box



Done:

• Overall Inventory list with Puja
• eFECS Inventory
• Test Access at SCC
• Suppressed BAR/BSR printing on 372 budgets for Libraries
• Assisted Tina Victa with Queries (direct Call)
• Abbreviate Training for Thursday's shortened class
• Practice- adjust timing/prep handouts
• Paper Reduction Measures BAR/BSR - request from user (G.Bock)
  
• "cold call" list for BAR/BSR opters -- what made them change mind
• Dave Beaulieu / auditor role access/viewing reports impersonated Auditor role to assist
• Procard training/overview
• Posting date in MyFD is date payment is made
  
• Payments made on 6th business day
• Visible on MyFD 7th business day
• activity up to/including 1st business day of that month
• discrepancies from payment net to MyFD are due to the Use Tax
• If use Tax box is checked in payment net = tax is added and the total after this tax is what will show in MyFD
• eFECS Inventory
• additional shorter/modified Beta training with small group
• Updated Measures on Paper reduction BAR/BSR by month - Access & Follow up with Gordon Bock
• Followed up with BUG/Feedback responders (3)
• Removed beta calendars and login from website
• EDP draft and reviewed
  

to Do:

• Measures for Bar/BSR (how many budgets/org codes suppressed)

Review Client Services Escalation Procedures
Triage Beta testers
Change FEC Screen shots to have correct reporting period for Semi Annual reporters

• Add Faculty List/online FEC navigators to website
  

• eFECS Glossary compilation
  
• ID what s/b in Glossary that's not already
• adding what's complete and evaluating new terms necessary
  
• have MAA folks review terminology
• Fix lifecycle image (looks grainy) (add descriptive text)
  
• IBS page complete? - Is this going to live on our site?
• Take an Inventory of what's left to do for eFECS
• Capacity Planning
• FEC coordinators AND those in dept's who are not coordinators but who review FEC's
• How many ACTUAL users?
• How many sessions in each style needed?
• Attend / Get on Agenda for Nov payroll Coordinators meeting
  
• Google Docs Form for BAR/BSR Opt Out
  
• Wait for DG to get OK from T. Mc.
• change confirmation page
• Have Puja help with embedding onto MyFD site
• Online Tutorial compilation - draft and review
• Follow up the following:
• Basic Instructions updated version on MAA site or Ours and where- after Beta pages go away?
• Decoder Finish
• up on web/inserted into online training
• Map old print to new print
  
• Captivate 4 Decoder/Map
• Re-evaluate/Modify Slides for Quarterly Reporters around week of 10/10/09
• Oct-folding back into MyFD more thoroughly
• Plan for Nov/Dec Cross training PP & DG on eFECS
• TFS learn how to do this

9/14/2009-9/18/2009

Ideas:

• Contact Class Participants who do not attend w/next available class schedule link etc.ask how we can help them
• BAR/BSR -- Illustrate VISIBLE measures for Paper reduction from suppression -keep this visible/ visual format: graph it or something.. put this up on BAR/BSR opt out page - keep updated monthly Also --link to myths
  

Done:

• Final Dry Run of Training slides/materials
• Revise Training based on feedback from dry run
  
• Revise Handouts
  
• Beta Worksheets on Beta Page
• Fixed broken images appearing on IE
• Prep Handouts
  
• Beta Tester Training Sessions (x3)
• Review Escalation procedures
• Embed Google docs forms into eFECS beta Tester Page
• Embed Training Reactionaire?
• Fix / Edit faculty specific imagery to generic names
• Fix Beta Calendar images
• Add Beta Worksheets to page
• Upload New Anatomy of an Online FEC
• Update Handout set
• Revise Training Material based on Class Feedback
• Prep for Training -printing and organizing
• Google/Drupal Analytics on pages for beta
• Requested measures for paper reduction be sent to us monthly (check and ok'd)
  
• Payroll Coordinator's meeting with DG
  
• Updated links on eFECS
  
• Anatomy of FEC up on site
• Renamed Training Reactionaire throughout
  
• Sprint 7 demo
  
• If loading multiple faculty lists at the same time will say 'loading' until all lists load AND will not sort by alpha until same
• BATCH PRINTING
• loads all into same PDF file
• Opens in a new window
• will print in order selected
• saves to desktop as file name "FEC+date range"
• Separated Faculty: avg. fte is probably really low, also poss-limited salary xactions for period
  

• Update BAR/BSR Opt Out
• Updated BAR/Confirmation- "Thank you. A MyFD representative with details about your request within the next week." - or....
• Edit Training Reactionaire
• Calculate responses to reactionaire for debrief on training sessions
• Recertifications page updated
• Assisted Amante with Expense Transfers
  
  

to Do:
Review Client Services Escalation Procedures
Triage Beta testers
CHange FEC Screen shots to have correct reporting period for Semi Annual reporters

• eFECS Glossary compilation
  
• ID what s/b in Glossary that's not already
• adding what's complete and evaluating new terms necessary
  
• have MAA folks review terminology
• Fix lifecycle image (looks grainy)
• IBS page complete? - Is this going to live on our site?
• Take an Inventory of what's left to do for eFECS
• Capacity Planning
• FEC coordinators AND those in dept's who are not coordinators but who review FEC's
• How many ACTUAL users?
• How many sessions in each style needed?
• Attend / Get on Agenda for Nov payroll Coordinators meeting
  
• Compliance "Learning Assessment"
• During/After Training?
• After Roll out?
• Aid to ID where out reach necessary
• Creation/Delivery/Schedule?
• Google Docs Form for BAR/BSR Opt Out
  
• Wait for DG to get OK from T. Mc.
• change confirmation page
• Have Puja help with embedding onto MyFD site
• Online Tutorial compilation - draft and review
• Follow up the following:
• Basic Instructions updated version on MAA site or Ours and where- after Beta pages go away?
• Decoder Finish
• up on web/inserted into online training
• Map old print to new print
  
• Captivate 4 Decoder/Map
• Re-evaluate/Modify Slides for Quarterly Reporters around week of 10/10/09
• Oct-folding back into MyFD more thoroughly
• Plan for Nov/Dec Cross training PP & DG on eFECS
• Updated Measures on Paper reduction BAR/BSR by month - Access & Follow up with Gordon Bock
• TFS learn how to do this
  

9/08/2009-9/11/2009

Done:

• Training Planning meeting Dawna/Lisa/Gwen
• Beta Kickoff Dry Run w/ EFECS Team
• Change password for South Campus Computer Center
• Polished/completed Class Exercise Handouts
• Worked on eFECS site updates
  
• Revised training slide set based on Dry Run #2
• Revised handout set to reflect Slide Set revisions
• Attend Go No Go Meeting
• Attend Melissa/CS BAR/BSR brainstorming for Outreach
  
• Embed Google docs forms into eFECS beta Tester Page
• feedback/Bug Reporter
• Online Help Feedback

To Do:

• eFECS Glossary compilation - adding what's complete and evaluating new terms necesary
  
• Fix lifecycle image (looks grainy)
• Fix / Edit faculty specific imagery to generic names
  
• IBS page complete? - Is this actually living on our site?
• Recertifications page updated
• Add Beta Worksheets to Beta page
• Upload New improved Anatomy of an Online FEC to webpage
• Update Handout set
• Take an Inventory of what's left to do for eFECS
• Capacity Planning
• FEC coordinators AND those in dept's who are not coordinators but who review FEC's
• How many ACTUAL users?
• How many sessions in each style needed?
• Compliance "Learning Assessment"
• During/After Training?
• After Roll out?
• Aid to ID where out reach necessary
• Creation/Delivery/Schedule?
• Google Docs Form for BAR/BSR Opt Out
  
• Wait for DG to get OK from T. Mc.
• change confirmation page
• Have Puja help with embedding onto MyFD site
• Online Tutorial compilation - draft and review
• Review Client Services Escalation Procedures
  
• Feedback sessions Questions completed with Answers (earlier ones)
• Embed Google docs forms into eFECS beta Tester Page
• Embed Training Reactionaire?
• Make Reactionaire conform to other FM reactionaire's
  
• Google/Drupal Analytics on pages for beta
  
• Follow up the following:
• Basic Instructions updated version on MAA site or Ours and where- after Beta pages go away?
• Decoder Finish
• up on web/inserted into online training
• Map old print to new print
  
• Captivate 4 Decoder/Map
• Re-evaluate/Modify Slides for Quarterly Reporters around week of 10/10/09
• Oct-folding back into MyFD more thoroughly
• Plan for Nov/Dec Cross training PP & DG on eFECS

Need to knows:

• Quinn's first day of second grade Wed.
• 9-09-09