Project Owner: Lauren Magnuson Christine Evans (Unlicensed)
Overall Status
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Project Links
Major Milestones
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| Contact David Walker & Ian Chan |
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| Email for Additional Members and Summary of Tasks |
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| Sub-Group Formed / Members Notified |
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| Initial Group Meeting / Timeline Established |
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Group Members Send Patron Type Recommendations to Christine Evans (Unlicensed) |
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| Group Meeting |
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Recommendations sent to ULMS group by Christine Evans (Unlicensed) |
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Email to David Walker about clarifications by Christine Evans (Unlicensed) |
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Email to PeopleSoft sub group for remainder of tasks and deadlines by Christine Evans (Unlicensed) |
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Set up remainder of meetings Christine Evans (Unlicensed) |
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| Group Meeting |
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Recommendations (1st set) sent to David Walker |
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| Recommendations (2nd set) sent to the ULMS group by Christine Evans (Unlicensed) |
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| Group Meeting |
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Recommendations (2nd set) sent to David Walker |
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| PeopleSoft group concluded (completed all tasks) |
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Project Team
| Role | Name |
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| Sponsor |
| Project Lead/Coordinator | |
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| Team Members |
| Informed / Other Stakeholders |
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Why are we doing this?
General statement
Goals
Scope
Must Have
Should Have
Nice to Have
Out of Scope
TBD
Top 5 Risks
Sub-Group Tasks / Charge
The PeopleSoft / Patron Data Sub-Group has been tasked with standardizing patron information among the CSUs to help automate the PeopleSoft load.
Tasks:
*Standardize Patron Types
*Standardize Expiration Dates
*Expiration Dates for Tenured Faculty
*Additional Stats Categories (i.e. identifiers such as P Code 3)
*Hierarchy of Patron Types
*Special Patron Types (Procedures)
Meeting Notes
Recommendations Sent to the Chancellor's Office
PeopleSoft Recommendations (1st set).docx
PeopleSoft Recommendations (2nd set).docx