The ITS Team will be performing maintenance on Confluence beginning at 6:00 pm Tuesday, October 8. During this time the service may go offline. It should be available again by 8:00 pm. Please refrain from editing pages during this time to avoid losing your work.
- Timeline
- 5/12: Data Steward Spreadsheet due
- TBD: Development ready for Unit Testing
- TBD: Unit Testing
- FST Cutover
- Cutover Cycles: May 23 - Cycle 1, June 29 - Cycle 2
- Jackie Tucker is the FST Cutover Lead - we'll coordinate with her.
- July TBD - Go-Live (earliest is 7/11) - Teresa
- Soft Launch - 7/3
- Launch - 7/5
- Data Warehouse available on 7/11
- Tenant Management
- UVA3 development tenant (refreshed 4/22 from UVA2).
- Decisions Needed:
- Where will we request access to Oracle Financials (view only)? Vanessa to coordinate with Steering Committee.
- Which WD roles also require Oracle Financials.
- Development effort. Assume this is post go-live?
- What are other options? (Salesforce/HCM and ServiceNow/ITS)
- Where will we request access to Oracle Financials (view only)? Vanessa to coordinate with Steering Committee.
- 5/5
- Vanessa sent Data Steward Assignment Request (expected 5/12)
- Receiving feedback on those who are no longer data stewards.
- Vanessa will check in with Nicole next week when she is back.
- Sue can also assist.
- Check-in on List of Roles (expected 5/12)
- UVA Security Groups for HCM RBA
- UVA Security Groups for FIN RBA
- Riley, Kevin, Sue are working on the list.
- Kelli prefers all roles (central and External) go through RBA, and Sue agrees. Should confirm with Augie.
- Vanessa to confirm with Teresa, Steering Committee, etc.
- This requires the enhancements are implemented - for both User and Role based groups.
- Question: What is approval process? Will it be consolidated approvals for multiple roles on the request.
- Everyone has to approve.
- Testing Plan
- Unit Testing - this group
- phase 1 - this groups, phase 2 with WD Support Team (Sue will coordinate)
- Sri/Simon - Integrations (Aarati Sonkusari also?)
- E2E Testing
- Brian & Support Team
- Usability Testing -
- Data Stewards
- Training Group - Patty Marbury is training lead
- Scott Adams - FIN IT (Admin Services)
- Finance: Andrew Sallans, Joey Carls
- OSP (Urmila Bajaj, Michael Priddy) - they are requesting information about security requests
- for anything related to access to Huron/Research UVA, Vonda Durrer and/or Shenika Knox would be good to contact
- Unit Testing - this group
- Cutover plan
- When does FST team want to start using RBA for security requests?
- Will RBA be used during first 30-day/stabilization
- Ideally - want them to use RBA ASAP (and not have an interim procedure)
- What about urgent requests for existing users? Send email to AskFinance for triage, if a role changes/additions required then use RBA.
- RBA is for new users on go-live.
- Vanessa/ITS is working on new Support process. Identify a clear path for everyone during Hypercare and long-term.
- Vanessa sent Data Steward Assignment Request (expected 5/12)
- 4/28
Litao to walk through HCM process map
- Nicole: Identify list of Roles:
- Current List on UVA Teams (Vanessa has link). Nicole to review and update.
- Who is the Data steward?
Nicole to look and identify those roles that require training.
Kelli will work with Nicole and others to identify the HSVPN requirement (don’t anticipate many).
- Expected 5/12
Litao can use the following:
- IT Project & Software Development Team (example of a user-based group we would want to allow in RBA)
- Finance Payroll Information Viewer (role-based enabled on both company and cost center)
- Finance Reporting Viewer (role-based enabled for many org types: business unit, company, cost center, fund, gift, grant, program, project, spend, account certification). Crystal to confirm whether all org types are always needed (or a subset).
- Grant Financial Analyst (role-based enabled on grant)
- Procurement Data Entry Specialist (role-based enabled on company)
- Payroll Costing Specialist (role-based enabled on cost center, company, pay group)
- Notes:
- Needs to be clear where Payroll roles are requested - HCM or FIN app? Which are the Payroll-related roles to be requested for each application?
- What about a request for someone that has both HR and FIN roles. Should it be the same app (for end user experience).
- Discussion on whether Add and Remove are on a single request - or if the are broken apart (and impact on user experience). Discussion
- Approval based on: Company, Cost Center/CC Hierarchy, Organization, Role (e.g., central),
- Scenarios:
- Central Role requests - e.g., Only a central employee can be assigned a Buyer.
- Nicole: Identify list of Roles:
- UVA Team should have TAPP access
- 4/21
- Team Introductions
- Project Overview
- We are replacing e-Sharp systems - next up is Oracle Finance and Research UVA.
- Upgrading HCM Application concurrent with FST development
- Approval Authority for Payroll Cost Center Manager and Payroll Manager roles?
- Finance Approver Data Steward stays with HCM (no change)
- Payroll Cost Center Manager will replace current Labor Distribution Scheduler (Paul Grisdale). Paul is currently the Data Steward for LD Scheduler - but need to confirm who is the replacement Data Steward. Does it remain with Paul?
- Sue and Christine will talk with Josh next week to identify
- Is Patty/Training Lead involved? Is Angela Knobloch/Change Lead involved?
- Patty is aware due to her role with another RBA app.
- Angela is receiving questions about training and access requests
- 3/31 Kick-off Next Steps:
- Who are the Data Stewards for Finance? (Expense, AP, AR, Procurement, GL, Grants)
- Kelli and Crystal are identifying which WD FIN roles require HSVPN.
- Nicole will identify the person responsible for identifying which roles require training.
- Nicole and Lisa Emmonds will identify the data stewards.
- Support Model (help desk)
- Establish web site (to help make request - role descriptions and VPN and training requirements)
- Who are the Data Stewards for Finance? (Expense, AP, AR, Procurement, GL, Grants)
- Testers:
- Sec Admin: Kelli and Crystal
- FST: Sue Clements & Team
- Leslie to request TAPP Access for team
- Test Data - Kelli will send Litao some sample roles for unit testing/development
- FST Cutover
- Cutover Cycles: May 23 - Cycle 1, June 29 - Cycle 2
- Jackie Tucker is the FST Cutover Lead - we'll coordinate with her.