08-25-2021 SDT Meeting
Support
Communication Efforts
Redesign Newsletter Article
Topic suggestions for fall newsletters?
USAS
Mass inactivate accounts via Mass Load
Import Receipts article...DYK building secretaries create spreadsheets and send to treasurers office
Budgeting. Making temporaries permanent? September
New Canned Reports Performance Improvements - Feature - Can put in report bundle
Financial Detail
Purchase Order Detail
Budget Summary Report
Disbursement Detail Report
Audit Report
Audit Report Bundle - hold off until next spring
Ability to include attachments on Reqs (mention in workflows article)
Side blurb about Approp Resolution Recap Report (September)
Side blurb on modifying and deleting refunds without checks
USPS
Archiving tips/tricks - September
Redesigned Payroll View
DYK: Warning added when saving a position with no retirement code or a retirement code of none
DYK: ODJFS optional header for a potential validation step of new hire submission.. Users would like to include these headers when creating the submission.
Hold off until next spring: Option to select Employee and Pay Group when Converting personal leave to sick leave
Both
Workflows (October); adding videos
Performance Improvements
Others?
Documentation
Best Practices/Tips, Tricks and Helpful Hints
Inventory Documentation
User Guide
Migration Steps - https://mcoecn.atlassian.net/wiki/x/FgIq
Pre extract
Post Import
Public Instance for Inventory - in the works
Workflow Documentation - in progress
Questions from last meeting (after Inventory demo):
Refer to Inventory Installation and Migration Guide https://mcoecn.atlassian.net/wiki/x/FgIq/ There is a section on connecting inventory to USAS
Will there be a way to archive disposed of assets so you don’t see them on the grid; Created INVFB-3
Will there be a link to active directory like there is with USAS & USPS JIRA issue INV-194 scheduled for next inventory release (V1.1)
Will there be an API code used to connect USAS & Inventory?
Training
Inventory Overview for ITCs took place July 30th. It was recorded and the video has been sectioned in case you want to reference a specific part of the video. Please refer to the Agenda for the session listed on the ITC Training and Registration page
OEDSA in September - SSDT holding 4 presentations
Upcoming ITC FWF training
Intermediate Training scheduled for 10/8 (USPS), 10/15 (USAS) & 10/22 (Both)
Workflow Training 10/1
Inventory Training Modules for end-users
Next SDT Meeting is scheduled for Wednesday, October 27th at 9:30 (cancelled).