1. Tenant Management
    1. UVA1 & UVA6 (preview) - Finance impl tenants
    2. UVA3 development tenant (refreshed 11/19 from prod).
      1. UVA3 on subscription (no expiration atm)
    3. UVA7 refreshed from prod on xx
    4. Cross-App report feedback (update)
    5. Sandbox Preview - refreshed 7/29
  2. Knowledge Transfer
    1. J wants more hands-on (HCM needs most KT), focus on Extend development (J)
    2. Collette is downloading each app and investigating/reviewing, sessions to tie it all together (Collette)
    3. Session 1 - 2/27: Architecture & HCM
    4. Session 2 - 3/1: FIN & Remaining Apps and differences in Architecture (Doc Imaging, UBI, sFTP, Research UVA, SIS)
  3. 3/30/2023 
    1. Syed is seeing double approvals for HCM RBA request, he will provide examples - J to log TAPP issues - no issue Syed had 2 roles
  4.  3/27
    1. ITSRBA-8 (update and transition from Litao) - Crystal and Kelli to connect; roles that are removed will stay on the disposition page 
    2. ITSRBA-83  (currently assigned to Crystal)
      1. Sri and Litao met, confirmed error was isolated to logging, decided to move INT to Prod with logging issue.
      2. Migrated to production and Crystal confirmed it ran well
      3. Next: Sri will address as a next priority (April TBD)
      4. We are at a working point in production, but Sri still needs to address
    3. ITSRBA-50 (HCM) and ITSRBA-517 (FIN) are in production - Can this be closed?  - yes completed
    4. 549 - testing is good, will move to production on Friday 3/31
    5. Award roles - will try the attachment feature for the format of the EIB
    6. Confirm TAPP extract date - no new TAPP issues  or updates after 5:00 PM on Friday 3/31/2023
    7. Farewell Litao!  Thank you so much!!
  5.  3/23
    1. Current priority tickets:
      1. ITSRBA-83  - It appears this is holding up the finance integration, looks like Sri needs to be engaged
        1. Sri and Litao to meet today/tomorrow. 
        2. If can't resolve logging by Friday - then move to production.  If it is more than the logging issue - then wait to move to prod.
        3. Team to check-in after Sri reviews. 
      2. ITSRBA-33 – It appears this will have to be done by someone else besides Litao, need to understand how critical this is
      3. Review the other Critical/Highest priorities
    2. New requests added –
      • ITSRBA-6 - this is from SIS team on FERP training, need to confirm this is just a BP change and if so maybe Jdavyd can work on it
      • ITSRBA-7 - review to see if any other options available that the team would recommend.
    3. Talk about the transition to EA Jira.   (I will add Phil to today’s meeting)
      • Plans are to stop updating Accenture Jira on 3/31
      • Give Phil a day or 2 convert, setup the team with access, including Matt an then start with the UVA Jira
    4. Huron - ITSRBA-35
      1. Will start including the Huron team once ready for testing
    5. Commitments
    6. Data Steward Updates - Phase 1 and Phase 2

      1. ITSRBA-41: Phase 1 update:

        1. Matt has updated the data steward group descriptions, finished the report, and given Data Steward Approver the ability to assign all of them.

        2. Kelli chose 'Security Activation' domain to give Lisa access.

        3. Matt can configure this domain to share the report with Lisa and Jessica, and send Lisa an email letting her know the report is ready and seek her feedback.

        4. Communicating LIsa's role:
          1. Inform users to send an email to datagov@virginia.edu (posted on websites)
            1. Lisa will work with Document Imaging and Huron.  The report will inform areas of review and inform Phase 2.
          2. Lisa will provide the text she wants on the RBA Dashboard
          3. Teresa to tell the ITS help desk, HR Salesforce team, FIN Salesforce team this new procedures
          4. Jackie will let the SIS teams know
      2. Phase 2
        1. Extend Team has discussed (KT) - so can begin when ready
    7. HR BP Updates
      1. Team met 3/21 and plans to test in April.
      2. Link: UVA - Role Review on HR BPs
  6.  3/16
    1. Huron requirements
      1. Kick-off next week
      2. More requirements gathering to do
      3. 1 application -  Awards and Contracts (will not do employee hour certification/labor distribution certification)
      4. Will use existing framework
      5. There will be dependencies on FIN roles (e.g., if Award Manager in Huron then need specific WD roles)
      6. Huron team has a lot to do:
        1. APIs to build integration
    2. ITSRBA-83 check-in: Integration & Extend page (Admin page to manually change disposition)
      1. Manual Disposition page: Currently in Sandbox - Crystal will confirm in Sandbox
      2. Integration testing: Changes in UVA3 awaiting testing
    3. Data Steward update
      1. Phase 1 updates
    4. HR BP Updates
      1. Matt to update config in UVA3 by 3/24. (Matt is on PTO week of 3/27)  
      2. New requirements
        1. Security groups that require training will be removed during staffing changes and then re-requested by managers/OSP (concern with employee inheriting a role for which they have not completed training)
      3. UVA to test and move to production in April - Matt can support in April
  7.  3/9
    1. ITSRBA-18 Removing Account Cert Roles
      1. Crystal will set up a call to discuss
    2. ITSRBA-83 (Integration) - Kelli requested this is a priority
      1. Litao is creating an Extend page so the Security Admins can clear some errors (but the open tickets need to move with it) - please complete ITSRBA-43 so it can all move to Sandbox.
        1. See 'FIN Security Request Disposition Updates'
      2. Litao is also troubleshooting/updating the integration
      3. Kelli will test for FIN (not updated for HCM yet)
    3. ITSRBA-50 (for HCM) - ready for Sandbox (not dependent on above).  Created subtask for FIN update.
    4. ITSRBA-9 - What are next steps?  (we discussed last week but didn't id next steps)
    5. HR BP
      1. Time for KT to J? (Extend Matt?)
      2. Support Testing?
      3. Complete: Add Maggie and J to meeting on 3/14.
    6. Matt on PTO week of 3/27
  8.  3/2
    1. Litao: Integration update on troubleshooting errors.  Options:
      1. INT update to skip the duplicate and update the others (in progress) or 
        1. Litao exploring updating INT - update each request individually (instead of as a group)
      2. new page to update disposition
        1. This page allows the disposition to be updated - so 
      3. Other - have integration update disposition when integration fails (so it doesn't keep running again)
        1. Current Integration status: Completed with Errors, Completed with Warnings, Failed
        2. Can the disposition match the Integration status? (change from 'For Integration' to Completed with Errors/Warnings).
        3. Note: Requester can see Disposition Status
      4. Next: Kelli and Crystal to discuss next steps
    2. Matt: Data Steward App update 
      1. Meeting with Lisa Emmons - cross-functional impact.
      2. Phase 1: Lisa/backup will have ability to update Data Stewards
      3. Phase 2 (long term): Request form to update data steward - route through manager and Lisa - and then manually entered
      4. Phase 3: integration to update data stewards.
      5. Also: Staffing BP Updates
        1. Termination, Hire, Change Job: updating access
        2. HR vs. FIN (differences)
          1. HR keeps roles on open positions - but
            1. FIN is concerned about filling roles with people who don't have the required training.
            2. FIN is concerned about the Purchasing power of > $10K
            3. How to alert the manager that the new person in role has specific security
          2. How can we have consistent process?  Perhaps training after X days of filling position is required to keep role.  How would we remove the roles after window.
            1. if cannot FIN and HR have a shared process - how would we identify the differences?  e.g., central vs. decentralized roles.
            2. Can we use org types that roles are enabled on?  
    3. Extend KT: more sessions needed?
      1. Collette and J had 2 sessions with Litao - they are recorded.
      2. One more session scheduled in 2 weeks.
      3. Commitment App - KT during requirements session (Collette leading, Litao invited)
      4. Huron RBA kickoff on 3/6 (ACN to support if needed)
      5. Reminder: Accenture team rolls off 3/31.
    4. INT KT - on Thursday
    5. Teresa: ITSRBA-43 confirmation to move to SBX: UVA-507 - Getting issue details... STATUS
  9.  2/23
    1. Teresa: update on ITSRBA-75 and ITSRBA-43 (they will move together to Sandbox) 
    2. Integration - should schedule time with Sri to walk through final INT.  Teresa will identify some times for Litao, Sri, Lorie, to walk through it.
    3. Sue's email - See ITSRBA-12
    4. Integration issues: Some records are not updating - team is troubleshooting.  Seems to be linked to the request overlapping with at least 1 existing roles. See ITSRBA-13
  10.  2/16
    1. Integration - should schedule time with Sri to walk through final INT.  Teresa will identify some times for Litao and Sri to walk through it.
    2. Phil Hamlet will export the TAPP tickets and documents and import into a UVA Jira project.
      1. Freeze TAPP on 3/31 - Phil will export beginning 4/1.
    3. RBA KT & Documentation - Collette drafting
    4. Maintaining Data Stewards Pilot.
      1. Evaluating whether this will be an Extend App.
    5. Future Commitments (future app) - requested but need to identify funding, etc. (Collette is estimating)
    6. Huron App - Teresa gathering requirements
    7. HR BP Updates (not Extend - bp config)
  11.  2/9
    1. KT Session update
      1. Data Stewards App ITSRBA-151 (KT with Collette, Matt, Litao)
      2. Collette to review Litao's documentation for Production Apps
      3. Future: Huron App meetings (Teresa is following up on Action Items first)
        1. Teresa to clarify requirements (pre-requisites)
        2. Planning Session: Litao, Matt, Collette, Teresa, Kelli
          1. Ter
        3. OSP team meeting 
    2. FYI: ITSRBA-75 (Comment box for disposition) completed and avail for testing in UVA3 (assigned to Crystal)
  12.  2/2:
    1. ITSRBA-25 (FIN Report) - Matt will finish while Crystal is out.
    2. ITSRBA-83 (INT testing) - Kelli will do some testing
    3. ITSRBA-35 (Huron App update) - 
    4. Knowledge Transfer (2 months remaining for KT sessions)
      1. setup some planning sessions with Collette, Matt, Litao
      2. Huron derives roles based on FIN roles.
      3. Other KT
        1. Teresa picked the New Data Stewards app as another one to walk through.  KT with Collette, Matt, Litao.
        2. Leslie to set up sessions with Collette, Matt, Litao, J, Kelli, Teresa re ITSRBA-151
        3. Identify other KT needs
    5. Teresa/Collette: Plan to transition TAPP open items as of 3/31.
      1. Include Archived and Export.
      2. Talk to Phil Hamlet about importing into UVA's Jira/Atlassian.
      3. How to Export Data from TAPP (instructions to export Jira to CSV and Confluence pages to XML)
  13.  1/26
    1. ITSRBA-24 Next steps for implementing
  14.  1/19
    1. We should be in UVA3
    2. Review Current Progress
      1. ITSRBA-83- Integration
        1. Additional need: How to handle roles attached to Account Certification roles - because Account Certification roles also need to be updated.
    3. Confirm Access:
      1. Teresa to get UVA3 access to Rachel, Michele Wellings,  
      2. Colette needs INT access to UVA
      3. Crystal: UVA7 reset for Litao
    4. Review High Priority TAPP Tickets
    5. Meeting 1/20 to review Huron RBA Requirements (pre-award)
    6. Setting up KT Sessions:
      1. Identify: Agendas, Participants
      2. Identify: Enhancements/Apps prioritization & schedule
  15.  1/12
    1. Welcome Colette Fonkika!
      1. Apex consultant: Documentation, Cross-Training, New applications, understand support model
    2. Review High Priority TAPP Tickets
      1. Teresa to get UVA3 access to Rachel, Michele Wellings,  
      2. Colette needs INT access to UVA3
    3. Meeting 1/20 to review Huron RBA Requirements (pre-award)
    4. Setting up KT Sessions:
      1. Identify: Agendas, Participants
      2. Identify: Enhancements/Apps prioritization & schedule
  16.  12/15
    1. Open Ticket review:
      1. ITSRBA-44, Role Removal testing in progress
      2. ITSRBA-86 Piggy Back roles -testing in progress
      3. ITSRBA-31 Update (Lorie's workflow updates for sFTP app) - J is following up
      4. ITSRBA-28 Update (SBX links pointing to prod)
      5. Integration
      6. Review open tickets assigned to UVA team (do you need any help?)
    2. KT Status
      1. J working on ITSRBA-518
    3. January Activities
      1. Huron App and prioritized enhancment/prod issues
      2. KT Office Hours
      3. Teresa will schedule calls
    4. Litao's PTO is 12/19-12/31
    5. UVA winter break 12/22 - 1/2
    6. Create FIN Report and Inbox do not have the correct filter - are not showing which are in review.
  17.  12/6
    1. UVA winter break 12/22 - 1/2
    2. Open Ticket review:
      1. ITSRBA-44, Role Removal update
      2. UITSRBA-86 Piggy Back roles - See comment re: roles that can't be requested in the App.
        1. Waiting on Kelli to update spreadsheet to confirm CC vs. CCHierarchy.
        2. Prompt for Sec Admin, not user.
        3. The Integration for FIN Reporting is working.
        4. Crystal provided spreadsheet and now Litao can implement.
        5. Make sure we test people who have lots of roles - concerned it will run out of memory.
        6. The edit should only fire if they don't 
      3. ITSRBA-31 Update
      4. ITSRBA-28 Update (SBX links pointing to prod)
      5. Integration
      6. Review open tickets assigned to UVA team (do you need any help?)
    3. Check in on Ongoing meetings
      1. Office Hours for Extend KT (Aarti, J, Litao) - Schedule in January
      2. Huron App design and testing sessions - Teresa to schedule in January
      3.  Weekly RBA check-in (J, Aarti, Kelli, Crystal, Litao, Matt, Teresa, Leslie)
        1. Teresa will schedule ongoing meetings in January
    4. Teresa to schedule meetings beginning January
  18.  12/1
    1. Huron App next steps? (begin in January)
      1. Teresa has list of design group - Teresa will set up session.
      2. UVA will develop (with Accenture support)
    2. Integration Update - ready for prod?
      1. Testing in progress
    3. KT next steps (who and when)
      1. Resuming Office Hours for remaining enhancements and apps
      2. Are J and Aarti ready for Office Hours?  Any others to include?
      3. Prioritize TAPP tickets (enhancements & prod issues)
      4. Can start with J now - per current assignments.
      5. Initial thought - 
        1. Litao & Matt's input on design (to fit with existing arch)
      6. J will review his open tickets and let Litao and Matt know if he needs any help.
    4. Ongoing meetings?
      1. Office Hours for Extend KT (Aarti, J, Litao)
      2. Huron App design and testing sessions?
      3. Weekly RBA check-in (J, Aarti, Kelli, Crystal, Litao, Matt, Teresa, Leslie)
          1. Teresa will schedule ongoing meetings in January
      4. What about the FIN enhancements?
    5. Open Ticket review:
      1. ITSRBA-44, Role Removal update
      2. ITSRBA-34(remove access for old dashboard) - Kelli to confirm and close (we think its fixed)
      3. ITSRBA-86 Piggy Back roles - See comment re: roles that can't be requested in the App.
        1. Waiting on Kelli to update spreadsheet to confirm CC vs. CCHierarchy.
      4. ITSRBA-32 Prod Timeout issue
      5. Crystal's 2 small things
        1. Qlik Sense ticket created - ITSRBA-29
        2. SBX proxy takes back to production - instead of SBX. ITSRBA-28
      6. Diane
        1. ITSRBA-31 - and adding information about reports (J can help with reports)
      7. Teresa
  19.  11/17
    1. UVA3 will be refreshed this weekend  The refresh will start at 9 pm EST on Saturday 11/19/2022 and will become available by 11/20/2022 at 11 pm EST.   After the refresh:
      1. Matt: Custom Dashboard URLs
      2. Litao: confirm external client cred store
    2. ResearchUVA follow-up- J testing and will confirm the 11/21 go-live.
      1. Testing won't be finished by 11/21 (J has done some testing - but has training this week so won't finish).
      2. Matt will put roles into production.
      3. Updated is 11/28 - Vanessa will let Clare know.
    3. Integration looking good - Kelli will run a few more scenarios in UVA7 before migrating to prod.
      1. Kelli and Manish will coordinate SBX and Prod migration once tested.
    4. Should Litao work on ITSRBA-106 or ITSRBA-44?  Litao would like to work on 506 first (has some momentum and some thoughts on a solution).
    5. ITSRBA-34 (remove access for old dashboard) - Kelli to confirm and close (we think its fixed)
    6. ITSRBA-86 Piggy Back roles - See comment re: roles that can't be requested in the App.
      1. Waiting on Kelli to update spreadsheet to confirm CC vs. CCHierarchy.
      2. Crystal will do some testing now
    7. ITSRBA-76 - Is this ok?  
    8. URL errors
      1. The links were to the previous links - we think that logging out would have refreshed.
      2. Lessons Learned - direct link
  20.  11/10
    1. sFTP & Dashboard Check-in (discuss links)
    2. Follow up:
      1. ITSRBA-51 - 11/3 update - Kelli to comment and follow up with Crystal
      2. ITSRBA-51 - See question to Kelli in comment
      3. ITSRBA-52 - 11/3 update - Kelli to retest in SBX and confirm ready for Production. (test E2E - other corrections/updates included)
      4. ITSRBA-86 Piggy Back roles - See comment re: roles that can't be requested in the App.
      5. Teresa: Any updates/discussion on the Huron App (ITSRBA-35) or posted Attestation (see Teams chat)? 
    3. Research UVA Check-in (working session if needed - others can drop)
  21.  11/3
    1. sFTP Check-in: UVA - SFTP App Migration to Production
      1. During Sandbox testing this week, discovered some ResearchUVA elements were not migrated from UVA7. Due to the need to recreate and then retest, ResearchUVA go-live pushed back 1 week (sFTP and new dashboard still on for Nov 7)
      2. Dashboard review: ready for migration to Production; Matt needs to add Learning link and double-check spelling/grammar for resources
    2. Follow up on Open Tickets:
      1. ITSRBA-86 Piggy Back roles - 11/3 update - testing ongoing
      2. ITSRBA-52 - 11/3 update - Passed test. Litao to migrate to Sandbox. Kelli to retest there and confirm ready for Production.
      3. ITSRBA-51 - 11/3 update - Org validation working, Litao to add empty roles validation
      4. ITSRBA-51 - 11/3 update - Kelli to comment and follow up with Crystal
      5. ITSRBA-106 - 11/3 update - enhancement prioritized below other go-live, but reassigned to Litao for review
      6. ITSRBA-44 - 11/3 update - Litao and Matt to meet to review potentially other data sources and will provide detailed update at next meeting
  22.  10/27
    1. Integration (Manish and Litao to work through)
      1. Based on Sri's HCM Integration
      2. Will include the Fin Reporting Viewer Requirements
      3. Other Piggy Back roles will not be in the INT (but in Extend).
      4. ITSRBA-86 - Piggyback roles. Provide quick update.
        1. Need an updated spreadsheet of the dependent roles.
    2. Discussion and agreement on sFTP/Research UVA/new dashboard new go-live date (Nov 7)
      1. Need to add the Learning Link.
      2. Add the current page text as an announcement: 
      3. Put the Link to Resources in the same order as the System Access Requests.
      4. Add the Reports for each App - and id whether user can choose which display
      5. Remove 'CUSTOM' from title
      6. Remove the current page (so it doesn't show for the user).  
    3. sFTP and Research UVA
      1. J has tested sFTP for FIN and HCM - all looks good (no issues).  Included Dennis on the dispo page.
      2. ResearchUVA - tested and in SBX.
      3. Want to test again with the new dashboard - J to test in UVA3.  Will be in SBX next Tuesday.
      4. Communications
        1. Vanessa will schedule another call with Claire - to make sure everyone impacted by the dashboard is aware (all Stakeholders in SIS, etc.)
    4. Ticket Updates
      1. ITSRBA-53 - How to prioritize? Provide quick update
      2. ITSRBA-518- Ready for Production. Provide quick update
      3. ITSRBA-45 - May be able to resolve before Thursday. Provide quick update
      4. ITSRBA-49 - Should Remove actions route to manager for approval? Let's decide in meeting
  23.  10/20
    1. Crystal OOO 10/31-11/11
    2. Discuss ITSRBA-52 - next step?  priority?
    3. ITSRBA-91 - Nicole to confirm (should be implemented in Prod)
    4. Integration Next steps
      1. HCM integration is in Prod.  Yay!
      2. Sri is starting the FIN Integration - create new ticket 
      3. Integration Enhancements:
        1. piggy back roles for Fin Report viewer.  
        2. Enhancements
      4. Next steps: Design sessions for FIN Integration and enhancements
      5. Talk to SIS (Tracy, Michele), UBI (Scott, Ashley), DIS (Rachel), HCM (Syed)
    5. New Dashboard
      1. needed for Research UVA go-live on 10/31
      2. communication needed
        1. Vanessa to talk to Claire and Teresa
    6. Research UVA on 10/31
      1. ready for go-live
      2. Schedule a go-live session?
    7. sFTP
      1. unit testing session today.
      2. Migration to SBX and Prod week of 10/24
      3. 10/31 Go-Live scheduled.  
  24.  10/11
    1.  Integration Status
      1. Testing HCM RBA App -
        1. testing adds and removes (now working).
        2. In Progress: One role with multiple orgs (pipe delimited)
        3. Need to make sure the multiple orgs process through the integration - then we should be good.
    2. See sFTP doc
    3. ResearchUVA status + New Dashboard:
      1. Migrated to Prod before UVA7 refresh.
      2. Test and Go-Live schedule?
      3. Good to go (orchestration step is resolved).
      4. Need to book the 30 minute go-live.
        1. Kelli to add to dashboard.
        2. Matt to prototype dashboard solution.
    4. Dashboard
      1. Extend Limit is 6 tabs - need an option
      2. Move to a traditional Dashboard and use Quick Links
      3. Need a communication to everyone - the Dashboard is changing. With New App/Research UVA we'll have a new dashboard format.
      4. Unknown User (vanessa.lees-currence)  & Unknown User (teresa.wimmer) - we need to coordinate communication.
    5. Matt: Update on ITSRBA-91 (see email)
  25.  10/6
    1. Integration Testing
      1. HCM INT testing ITSRBA-124
      2. Finance INT with Piggy-back roles (ITSRBA-86)
    2. Requested FST routing updates
      1. ITSRBA-91 (Nicole's)
      2. Open Positions: ITSRBA-106
      3. ITSRBA-97: FST Expense Data Entry Specialist
      4. ITSRBA-96: MBU Approval Level too high
      5. ITSRBA-92: Roles that aren't org types
      6. ITSRBA-87: Award Analyst role
      7. ITSRBA-83 - Finance Reporting Viewer
      8. ITSRBA-65: Senior Department Finance Approvers
      9. ITSRBA-64: Account Certification Role Orgs
    3. Issue:  
      1. Requesters are not entering the Orgs in the requests.
        1. See ITSRBA-76
        2. How can Sec Admins get better data?  How do the requesters learn their Orgs?
      2. Potential Solution:
        1. Create a Cross-walk with the Roles (e.g.., P2P) and shows the specific FST roles they will need to enter in the request.  Nicole will talk to Angela about potentially creating.  Currently referencing the Day in the Life document - can this be turned into an interactive tool?
        2. More training guides?  Other guidance?
    4. Adaptive RBA App is in Production - how is it going? 
    5. Prod Support
      1. Teresa: ITSRBA-48 - can a UVA developer do this?
  26.  9/29
    1. Integration Testing
      1. Kelli is testing and Sri is making updates.  Updates:
        1. not accounting for remove (only add).  Not sure we had remove on the original integration.
        2. on the add - only picking up first request and not remaining requests
          1. will pick up the first role-based and first user-based and ignore the others.
          2. The user-based uses a replace (not add) - and that worked for the first one.
          3. currently comma delimited - should it be pipe-delimited?
        3. not updating the status of the bp - the bp remains in progress even after integration completes. However, the report says 'automatic complete by integration'.  
          1. The disposition is complete, but the bp is sitting in the Sec Admin inbox.
      2. Unknown User (vanessa.lees-currence)  - please add Sri to these meetings. 
    2. Adaptive
      1. Production meeting - scheduled for Friday 9:30am ET (confirm)
    3. Research UVA

      1. Update from Vanessa: Our communications team (Claire) is working on updating our websites and should have them done soon.  Brian Donato has tested and is ready from a support perspective.  All other testing is complete. I understand that Adaptive is priority, but perhaps we can discuss a timeline for promoting the Workflow and going live. 

      2. J and Matt - migrating Research UVA BP definition next steps
    4. ITSRBA-177 Update
    5. sFTP App update: getting ready for meeting on 10/5.
    6. Priorities (sFTP or new tickets?)
  27. 9/22
    1. Walk through the Upcoming MTP checklists:
      1. UVA Extend - ResearchUVA Move to Production
      2. UVA - Move to Production: Adaptive 
  28. 9/15
    1. Adaptive App:
      1. We need to discuss timeline for production push.  We only have Deloitte until the end of the month, but we should be able to get this in place prior to that deadline.
      2. We also need to discuss prioritization of the outstanding RBA tasks.  Kelli’s team has a lot going on and to get Adaptive done something else will need to fall off the list.
        1. Teresa will talk to Kelli
    2. Research UVA: 

      1. Promoting Extend to production.

        1. Bo is not available to promote it.
        2. Litao to promote to production today 9/15. App Name - 'Security Request Res'
      2. Open Items:
        1. Open Security Issue (Kelli)
        2. Testing with Brian
        3. Assistance with migrating BP (J and Matt to book time together - after Adaptative migration)
      3. Cutover
        1. Promoted to UVA7 on 8/4
        2. Dev currently in UVA7
        3. Promoted to Prod on 9/15 (but no security enabled for people to access)
        4. Go-Live: 10/3 (week) (wait until Adaptive is live and Diane back from PTO)
    3. Prioritization for Automating Org Type Assignments Meeting: ITSRBA-83 and ITSRBA-92 (Lorie and Sri)
      1. Teresa will talk to Kelli about whether this can pause until the INT team addresses Open Enrollment
    4. sFTP App Update (Litao)
    5. Upcoming Meetings:
      1. 9/21: Piggy-Back roles and Dependent/Role Pairings: ITSRBA-86 and ITSRBA-520 (Sri, Simon, Litao, Matt, Crystal, Kelli, Karen Spitzer, Teresa)
      2. 9/21: sFTP
      3. TBD: Allowing Senior Department Finance Approvers request roles for users: ITSRBA-65 (Kelli, Crystal, Teresa, Matt, Litao, Nicole, Sue)
    6. Priorities:
      1. Integration: ITSRBA-124

      2. Critical and High tickets:

        KeyPrioritySummaryNext StepAssigneeCategoryOwnership
        ITSRBA-80CriticalError or Reviewing HCM Request in InboxFix applied and ready for Kelli to test in UVA3. Related to the Inbox timeout (ITSRBA-66).
        The org instance issue is working as expected.        		Kelli O'DellProd OpsAccenture
        ITSRBA-71CriticalSFS Billing Specialist routingMatt made updates in prod - Crystal to confirmCrystal TapiaProd OpsAccenture
        ITSRBA-66CriticalInbox time outPromoted to Prod - Crystal to confirm and closeCrystal TapiaProd OpsAccenture
        ITSRBA-64CriticalAccount Certification Role OrgsKelli to remove roles from grid.  Nicole to communicate the process to be removed from the role.Crystal TapiaProd OpsUVA
        ITSRBA-177HighWhen SIS Request sent back, comments not included in notification emailMatt to update and then assign to Litao for Extend updatesMatthew LittlefieldEnhancementAccenture
        ITSRBA-124HighStudio UpdatesTesting in Progress - Kelli testing and Sri resolving.Kelli O'DellProd OpsUVA
        ITSRBA-115HighAdd Cost Center to SIS/UBI/DIS Security Request HeaderTeresa to identify forms to be updated - then Litao to make updates.Teresa WimmerProd OpsAccenture
        ITSRBA-94HighNeed to be able to put requests for access to SFTP servers in HCM and FinanceLitao to start development on sFTP app.  Meeting week of 9/19 for an update.Litao ZhaoNew AppAccenture
        ITSRBA-83HighFinance Reporting Viewer - integration defaultsDiscussed with Lorie and Sri - don't yet know the timing to implement.  Lorie to talk to Teresa.Litao ZhaoEnhancementUVA
        ITSRBA-99HighFind ways to handle Adaptive in the Finance RBA ProcessApp in ProgressLitao ZhaoNew AppAccenture
        ITSRBA-76HighMessage to state Organization RequiredCrystal to work with Angela on Usability testingCrystal TapiaEnhancementUVA
        ITSRBA-51HighProd Inbox ErrorNext step is for Crystal to rebuild the new calc field in Prod and close this ticket.Crystal TapiaProd OpsUVA
        ITSRBA-57HighProd load error - Ashley McFaddenassigned to LitaoLitao ZhaoProd OpsAccenture
        ITSRBA-87HighestHow to manage Award Analyst role in RBAHow did meeting on 9/9 go?Teresa WimmerEnhancementTBD
        ITSRBA-86HighestCreate Piggy-back rolesMeeting Scheduled 9/21
        Litao looking into options for user inferface - not sure how to add into the grid.        		Kelli O'DellEnhancementAccenture
        ITSRBA-68HighestReplace Chris Peper with Phil Paulick (psp2n) s the FA Grad Data Steward for School of EducationTeresa to identify backup for Kelli to assignTeresa WimmerProd OpsUVA
  29.  9/1
    1. Research UVA - 
      1. Need Litao's help on the Extend Disposition page.
  30.  8/25
    1. Integration
      1. migrated to UVA3 - Kelli to test
    2. Ops Issues
      1. Report to see what is pending/overdue? 
      2. How can we get Nicole a report/access to review the status and help manage? BP awaiting transaction, RBA Tasks (doesn't show where it is sitting - need to drill where it is waiting)
    3. FST priorities
    4. Enhancements
    5. Upcoming Meetings: 
      1. 8/31: Automating Org Type Assignments Meeting: ITSRBA-83 and ITSRBA-92
      2. 9/1: Adaptive Design Meeting - Thursday at 9/1 at 4pm: ITSRBA-81
      3. 9/6: sFTP Requirements: ITSRBA-94
      4. 9/7: Requirements for 'Org Required' validation/message: ITSRBA-76 (does this link to ITSRBA-83?)  More clarity in advance?)
      5. 9/21: Piggy-Back roles and Dependent/Role Pairings: ITSRBA-86 and ITSRBA-520 (Sri, Simon, Litao, Matt, Crystal, Kelli, Karen Spitzer, Teresa)
      6. TBD: ITSRBA-80 (confirm this is needed - or is it a dupe of ITSRBA-66?)
      7. TBD: Allowing Senior Department Finance Approvers request roles for users: ITSRBA-65 (Kelli, Crystal, Teresa, Matt, Litao, Nicole, Sue)
    6. Check-in on Worktag App
  31.  8/18
    1. See Dashboard
  32.  8/4
    1. Prod Support Issues
      1. When assign Fin rep
      2. CC1008 did not come up for Cost Center Deposit Specialist (but can add other costs centers to this role) - workaround is to add to the user's profile.  Crystal to send screen shots.
      3. People are not putting in the correct information - and Crystal sending back but still not getting the information back.
      4. Kelli & Crystal are identifying additional validations that could be helpful.  Also identifying training and communication.
    2. Finalize workaround for ITSRBA-92
    3. Review ITSRBA-91
    4. Help Desk Tickets. Providing Help Desk with reports
      1. Matt and J to catchup. (involve Teresa and Kelli as needed)
      2. See tickets ITSRBA-144 and ITSRBA-89
    5. Complete prioritization of enhancements
  33. 7/28
    1. Prod Support
      1. 90 FST tasks and 2 HCM tasks as of 7/28.  Some duplicate the mass load - so Crystal is reconciling.
      2. Kelli: Position Changes (overview and discussion)
        1. Team to identify options – discussed possibility of a conditional to-do on job change BP directing user to user the RBA form
      3. Matt: ITSRBA-91 - routing updates
      4. Matt: Crystal to send additional routing updates and Leslie to input into TAPP
    2. Prioritize Enhancements and identify High/Med/Low impact.

      • WD University of Virginia

      • Action Item, BPA, Change Management, Data Extract, Decision, Integration , Report, Requirement, Test, Data Conversion Error, Subtask, Test Step, WD Data Load

      • Status: All

      • Assignee: All

    3. What is the process for the teams to submit enhancement or fix?
      1. Interim/Current - send email of change/enter in TAPP.  Identify a group that would review and prioritize Extend (Bo, Simon, or Sri) or BP (Diane, J, Sue's team).  
      2. Consolidate the Wed and Thurs meeting?
      3. Permanent - Salesforce with new queue?
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