1. UVA1 and UVA2 are Finance impl tenants
2. UVA3 development tenant (refreshed 4/22 from UVA2).
   1. UVA7 refresh scheduled for 5/25 (from Prod)
   2. 1. Sri will migrate integration to UVA7
      2. Refresh scheduled for Saturday Aug 13^th at 10 am - tenant available at 6 am on the 14^th.  
      3. UVA3 on subscription (no expiration atm)
   3. UVA7 refreshed UVA7 refresh from prod on 6/25
   4. Sandbox will not be refreshed on 6/25 and 7/2
   5. - used for ResearchUVA app
      1. Will need to be refreshed with R2 (approx 9/10)
      2. annual renewal - expires January 2023
   6. Sandbox Preview - refreshed 7/29
3. Prod Support/Stabilization: FST and HCM
4. RBA Integration Testing
   1. IP:  Development (validations/error handling still in progress)
      1. HCM development - will include FIN after some testing.
   2. Testing
      1. testing should be ready
   3. TBD: Go-Live
5. Adaptive RBA Timeline
   1. In Progress: Design (will be integrated with FST app)
      1. Open Design questions - Vanessa is meeting with team on 8/4
      2. There is currently a new 'Adaptive Planning User Group' - "this user group membership information will be fed to Adaptive for synching user permissions."  The assignment of this user group will feed to Adaptive to assign the individual permissions.
   2. Office Hours Begin
      1. Sri and Simon to develop with coaching from Litao (depends on amount of work/design)
   3. September TBD: Go-Live
6. ResearchUVA Timeline (UVA7)
   1. IP: Design
      1. Diane is leading.
   2. Office Hours: are more needed? (Bo)
      1. Group needs documentation on the tenant progression and promotion - what are the different environments and development/migration path?  What is best practice?  existing documentation?  App Lifecycle documentation.
   3. August TBD: Go-Live
   4. Cutover
      1. Promote to UVA7 on 8/4
      2. Dev currently in UVA7
7. 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
8. 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?
      Where can we work on  ResearchUVA?  (need copy of prod that includes UBI and DIS)

Testing & Cutover Timeline

Post Production

See Cutover Plan: UVA - Move to Production: FST & HCM

1. Training & Communications
   1. Will FST build any RBA training?  (HCM and SIS didn't do any training)
   2. HR created a diagram and web page, SIS, UBI, DIS created web pages
   3. RBA links to the web pages that include the process flow and roles
   4. For FST:
      1. Include a Quick Reference Guide (or job aids)
      2. Documentation/Description of the roles so they know what should be requested
      3. Focus materials on what they are requesting
      4. Do not need training - the above documents should be sufficient
      5. Work with FST Communications/Training team to put on a web site
   5. Next Steps:
      1. Teresa to send links to HR and SIS pages to Sue
      2. Sue to speak with Augie & Bill Ashby for approach confirmation
      3. Christine will give Scott a heads-up
      4. Bill to speak with Scott Adams - and Scott to talk to Communications/Training team to create pages for FST
      5. Identify Communications Roll-out - talk to Brandy (will need interim approach and web pages)
   6. Data Steward Communication
      1. No training needed - need to explain the new framework and reminder of their role as a data stewards.
      2. We will include some data stewards in testing. 
      3. Lisa will draft and review with Sue - perhaps sent by Augie or Bill.
   7.  MBU Approver/Sr. Dept Finance Approver Communication
      1. Need the final list to receive a communication
      2. Christine to draft communication
         1. Need to provide clarity on what they are asked to approve and why they were selected.
         2. Leverage existing communication/documentation that she's worked with
         3. Coordinate with Lisa Emmons
   8. HR App Users
      1. HR Web Site updates (remediated app)
         1. Kelli and Teresa to contact Susanna Fuller about changes (Kelli scheduled call for 6/13)
         2. Significant update to role definition
         3. The new UI steps need to be updated on the Web Site.
      2. HR Data Steward Communication (Susanna Fuller)
2.  Cutover
   1. Can we do a soft launch with a subset
      1. Talk to Augie on Monday 6/6
   2. Interim process before RBA is live - working with FIN help desk.
      1. Monday 6/6 meeting with Teresa, Nicole, Sue, Augie
3. Cutover Planning:
   1. Finance Sec Groups will not be in Prod when we migrate - so the report will need to be updated in prod after the security groups are avail.
   2. Leslie will draft the cutover plan 

...

1. FIN Draft on the Teams site - ready for Matt to create the groups and update the BP
2. Timeline
   1. 6/10: Matt to complete HCM Report & confirm FIN Report (target is 6/10 - priority is BP)
   2. 6/10: Kelli to update role names with _C and _NC naming convention
   3. 6/8: Final Spreadsheet available (need Data Stewards & backups)
      1. We have what we need
      2. Expect to have additions.
      3. TAPP Ticket to update requests:

         Jira
         server TAPP columnIds issuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId 1bc6018e-9860-3384-9a2a-a855ec4aabe6 key UVA-322

          
   4. 6/13: Ready for Unit Test

Testing Plan

...

1. 1. Test

Testing Plan

...

1. Internal Testing (DEV environment)
   1. FST: Teresa, Kelli, Crystal, Sue, Nicole
   2. HCM: Teresa, Kelli
2. Unit Test Scenarios
   1. Teresa: Review HR Unit Test Scenarios & draft FIN scenariosTeresa/Sue/Nicole: Identify FIN scenarios 
   2. FST Unit Test Scenarios have been loaded to TAPP.  See UVA TAPP Workflow - Testing for accessing, testing, and passing scenarios in TAPP.
3. Unit Testing (2 weeks)
   Schedule Kick-off - plan for Thursday 6/16 meeting.  Should we extend to 90 minutes?
   1. Phase 1: Project Team Testing
      1. Sue, Steve, Nicole, Christine, Kelli, Teresa, Crystal
      2. Anyone else from HR (HR Remediation) - Amanda, Travis, Tim, Syed
   2. phase 2
      1. with WD Support Team: Sue Clements, Josh Breeden, Jonathan Agop, Tommye Arnold, Lisa Atkins, Mandy Eames, Nancy Honeywell, Thomas Schneeberger, Rylee Wiley
   3. Integration Testing
      1. Sri, Simon
      2. HCM: Venkat
      3. (Aarati Sonkusari also?)
      4. Kelli, Crystal
   4. Note: Data is UVA3
   5. Logistics:
      1. Book hour-long testing sessions.
      2. Need to know who will test so can stage test data
      3. Will provide a demo
4. End to End Testing (1 week)
   1. Data Stewards
      1. OSP (Urmila Bajaj, Michael Priddy) - they are requesting information about security requests
      2. Procurement/Spend: Sue to ID
      3. Sue will identify based on list of data stewards
   2. Sr. Finance Departmental Approvers - Sue and Nicole to identify a few (Blake, Kirby)
   3. Training Group - Patty Marbury is training lead
   4. Scott Adams - FIN IT (Admin Services)
   5. ITS Help Desk
   6. Finance: Andrew Sallans, Joey Carls
   7. for anything related to access to Huron/Research UVA, Vonda Durrer and/or Shenika Knox would be good to contact

...