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Document status

Status
colourBlueGreen
titleIN PROGRESSCOMPLETED

Area coveredAcquisitions - 2016-17 Fiscal Close
Lead AuthorCarole Correa-Morris (Unlicensed)
Co-authorsDel Williams, Kim Valenzuela
Reviewed and Revised by Acquisitions
Revision Date


Background

As we finalize migration to the ULMS, we will be closing out fiscal year 2016-17 in our old systems, and beginning 2017-18 in Alma.  There are some steps we recommend in order to capture needed data from the old system, and to prepare to start a fresh fiscal year in the Alma.  

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(See training and documentation listed above)

Action log


SectionPoint Person

Expected Completion Date

Last action takenNext action required

Identify and create best practice recommendations

6 Feb 2017Add suggestions as they are submitted