Prioritization Items to Discuss
Items from the floor?
- Forgotten password link (Michelle Buss, NOACSC)
- Strategic Solutions has a forgotten password link for users and they really like it and want to see it implemented in the Redesign.
- Currently there is no way for a user to reset their own password if they have forgotten it and no notification from the application that the password is about to expire.
- NOACSC uses local user accounts within the SSDT applications
- Error rendering macro 'jira' : Unable to locate Jira server for this macro. It may be due to Application Link configuration.has been updated to reflect the increased desire for this option to be implemented.
- NWOCA: our users would like to see this done as well because the users aren't notified when the password is about to expire and then they can't change it themselves.
- Priority: committee decided this is not a huge priority but would be a nice feature to add in the next year.
- Strategic Solutions has a forgotten password link for users and they really like it and want to see it implemented in the Redesign.
- Ability to disable user accounts (Vickie Browning-Prowitt, Lisbon Exempted Village Schools)
- Use case: rouge user account needs to be disabled after hours. Treasurer would like to be able to disable user accounts.
- Current work around is to grant access to someone at the district to be able to change the user's password until the user account can be disabled.
- has been updated to reflect the increased desire for this option to be implemented.
- Use case: rouge user account needs to be disabled after hours. Treasurer would like to be able to disable user accounts.
- Ability to post transactions via spreadsheets (Deb Dinnen, MVECA)
- MVECA districts are heavy users of posting via Classic's Autopost/spreadsheets
- districts are pushing back on migrating until this is available
- use for board distributions, want to post all transactions in expenditure process and receipts; Classic can do this.
- Sandra Griscom: used to post foundation payments (twice a month). Having to post the individual transactions is more cumbersome than via spreadsheet.
- NWOCA: are districts processing receipts? Why aren't they using the existing clone feature?
- POs can be cloned as well. The limit of 99 items on the PO does not exist in Redesign.
- NWOCA: are districts processing receipts? Why aren't they using the existing clone feature?
- districts are posting huge spreadsheets for medical insurance, modifying a few cells on the spreadsheet and posting.
- This is where the clone option would be useful. They can pull up the last PO, clone it, modify what's necessary and save without having to re-enter the entire PO.
- Priority?
- NWOCA: low, our districts not using spreadsheets to post transactions, they use the clone option.
- NOACCS: agrees with NWOCA
- LACA: would like to see this implemented
- Sandra: feels the priority should be higher, other software packages can do this, don't want state software to be behind
- NWOCA: where workflows on the roadmap? Does not want posting via spreadsheet before workflows.
- Marc explained the time frame for data gathering and implementation of code that would allow us to begin adding this to the UI.
- Biaggio: how many districts are we talking about (that want the post via spreadsheet option)? People are waiting for Inventory to be implemented, would this impact that timeline. SSDT: No.
- ITCs requesting the feature commented they would let us know how many districts are asking for it.
- MVECA: USPSR has the ability to load via spreadsheet, it's missing from USAS.
- This epic includes separate Jira issues to implement posting reqs, pos, invoices and refunds. Not currently an issue to post disbursements.
- Amanda: will it suffice to just get the req or po imported via spreadsheet? Will it add enough value to get the start of the expenditure process done?
- MVECA: yes, all but disbursements.
- What about just the requisition? Then use the UI to finish the process. Is the request about having spreadsheets or having to the steps in the process?
- MVECA: at minimum would need receipts and requisitions
- ITCs with Districts who don't want to migrate without the spreadsheet feature have districts in the current and next wave
- MVECA districts are heavy users of posting via Classic's Autopost/spreadsheets
- Creating transactions from the Proration Utility (Vickie Browning-Prowitt, Lisbon Exempted Village Schools)
- has been updated to reflect the increased desire for this option to be implemented.
- How often is workers comp being paid? Yearly
- This option could be used for other things as well. Really like this feature and would like to use it to post transactions.
- Priority: low