1. Tenant Management (Syed to join)
   1. UVA1 and UVA4 daily refreshes end 7/29
   2. UVA3 development tenant (refreshed 4/22 from UVA2). Proposed for Aug 5.
   3. UVA7 refreshed from prod on 6/25 - used for ResearchUVA app
   4. Sandbox Preview - refreshed 7/29
   5. Teresa and Sue to discuss tenant management plans with Syed
2. Prod Support/Stabilization: FST and HCM
   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: UVA-456 - routing updates
   4. Matt: Crystal to send additional routing updates and Leslie to input into TAPP
3. RBA Integration Testing
   1. IP:  Development (validations/error handling still in progress)
   2. Testing
   3. TBD: Go-Live
4. Adaptive RBA Timeline
   1. In Progress: Design (will be integrated with FST app)
      1. Open Design questions - Vanessa is meeting with team
      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
5. 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
6. Providing Help Desk with reports
   1. Matt and J to catchup. (involve Teresa and Kelli as needed)
   2. See tickets UVA-313 and UVA-459
7.  7/28
   1. Prioritize Enhancements and identify High/Med/Low impact.

   2. • 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

      • Resolution: 

        Unresolved

      
      Advanced

      
      

      Key	Summary	Labels	Assignee	Status	P	Description
      UVA-459	Provide the Finance and HR Helpdesk with visibility into the Status System Access Request	FST HCM	Kelli O'Dell	TO DO		Provide the Finance and HR Helpdesk with visibility into the Status System Access Request. Can use these reports: Create FIN Security Request Report Create HCM Security Request Report
      UVA-313	Need a view or report that Access Management Can Use for Helpdesk Tickets	@usability	Matthew Littlefield	IN PROGRESS		Due to support issues with multiple Helpdesks, we would like for UBI, SIS, Doc Imagining and ResearchUVA to go the ITS Central Helpdesk. They will need to have a report or page, where they can see the status and the status of the Business Process . This group will not be doing dispositions, just providing guidance and answering questions. We'll also need a new  security group for the ITS Help Desk to view the status but not update it.
      UVA-339	Learning Security Requests	UVA_Prod_Enhancement	Teresa Wimmer	TO DO		Remove from HCM App - Identify timeline and project to create an Extend App for Learning requests. If we are not able to do this for go-live, then put it on the enhancement list. Confirm with Teresa
      UVA-298	Business Process Comments on Edit Request Page for SIS, UBI, DIS	HCM_Remediation UVA_Prod_Enhancement	Leslie Obourn	IN PROGRESS		During user testing on 3/18, testers raised the fact that if a manager/data steward Send Back to the initiator, the initiator cannot easily see any of the BP comments made by the manager/data steward.  The ask is to add a section to the Edit Request Page to show BP comments, so that the initiator can know what needs to be adjusted.
      UVA-453	Rename Security Group Report	FST HCM_Remediation	Litao Zhao	TO DO		To match the UVA Report naming conventions: Current: UVA Security Groups for FIN RBA New: XTND - Security Groups for HCM System Access Requests The Report name must be coordinated with the Extend code (otherwise
      UVA-460	Update custom task names	FST   HCM_Remediation   UVA_Prod_Enhancement	Kelli O'Dell	TO DO		Change the names of the ‘My HCM Security Requests’ and ‘My FIN Security Requests’ custom tasks to ‘My HR Access Requests’ and ‘My FIN Access Requests
      UVA-456	Post-Prod review of MBU Approvers	FST	Teresa Wimmer	TO DO		Confirm the MBU approvers. First: Nicole Ferretti  will share Data Steward changes with Teresa Wimmer .  Crystal Tapia  will make the changes in WD.  cc: Christine Kennedy-Tyburski  Please enter a ticket with any MBU approver updates.
      UVA-333	Studio Updates	FST   HCM_Remediation	Sri Rangaraju	IN PROGRESS		Review Studio for changes to the new WD Extend Model (e.g., new ABOs). Sri or Simon to review current Studio for HCM Integration. They need the BP step or see the ABO. Need to determine whether the User Based Groups can be included in the Studio - or whether it needs to stay manual. The studio updates the Role Based Groups. Need to include User Based groups for FST. This can begin. Lorie to id UVA participants - and Litao will set up office hours. This will begin week of 6/6 (Litao will schedule).
      UVA-447	Add New Roles to Document Imaging process	DocumentImaging	Jdavyd Williams	TO DO		Seven new roles have been identified for the Document Imaging SAR application. Specific Module Requested: Advancement Finance Sub-Module: Advancement Finance ADV_FINANCE_AU_VIEWER ADV_FINANCE_CM_VIEWER ADV_FINANCE_IM_VIEWER ADV_FINANCE_IN_VIEWER ADV_FINANCE_MI_VIEWER ADV_FINANCE_NV_VIEWER ADV_FINANCE_UC_VIEWER
      UVA-324	Security Request Events Report for ITS (we have for UBI and DIS)	FST   HCM_Remediation	Matthew Littlefield	IN PROGRESS		Currently exists for Brian D - so we need a version for all Extend Apps that. ITS Help desk is the Tier 1 for support - so they need this report to see the status. J Williams is working on these - Matt to check in with J.   Do we have a security group for the ITS Help Desk? Matt to confirm the group already exists in SBX.
      UVA-457	Update FST App with new web site link	FST	Teresa Wimmer	TO DO		We don't yet have the permanent FST Web site link (currently using the 'Day in the Life' link temporarilty).
      UVA-454	Solution for Roles that aren't Org Types (ISD, Award Analyst)	FST	Matthew Littlefield	TO DO		Find a workaround for Internal Service Delivery Data Entry Specialist and Award Analyst assigned on Internal Service Provider - which WD doesn't consider to be an Org Type. Approvals follow same path (manager/internal and data steward) - no special routing. Note: Do not need to include the following ISPs: Search Committee Member and Job Requisition - they are assigned by Recruiter Can the Integration automate it? Can wait the first week of go-live.
      UVA-406	Update Part 1 Pull down (Tell us what you need to do)	FST   UVA_Prod_Enhancement	Teresa Wimmer	TO DO		Teresa to confirm with the FST team, and let Litao know of any updates.
      UVA-452	Need to be able to put requests for access to SFTP servers in HCM and Finance	Enhancement   HCM   fst	Bo Bradham	TO DO		We need a central place where users can request access to the SFTP servers to place or pick up files for Finance and HCM. The Workflow would be completely different and SIS has a model we could follow.
      UVA-450	MBU Approval level is too high	FST   UVA_Prod_Enhancement	Teresa Wimmer	TO DO		Monitor in production - do we need to make any changes? After initial rush - what is steady state? Perhaps we need to look at specific roles and determine which go to or skip the MBU Approver. (e.g., Procurement Shopper might not need MBU Approver - only needs manager).
      UVA-449	FST Expense Data Entry Specialist Role	Enhancement   UVA_Prod_Enhancement	Teresa Wimmer	TO DO		Expense Data Entry Specialist - unique requirements are not captured in RBA. Should this be put into RBA? Current process is to handle outside of RBA (not frequent). Next Step: Sue and Teresa to discuss.
      UVA-412	Add University ID to UBI & Document Imaging Reports and Create Report for SIS	DocumentImaging   SIS   UBI	Jdavyd Williams	TO DO		Access Management needs identifying information (University ID) on reports because of multiple people with the same or similar names.  They also need a report for the SIS requests that is similar to the reports that were created for UBI and Document Imaging. Add Univ ID to "Create Document Imaging Security Request Events" report Add Univ ID to "Create UBI Security Request Events" report Create a report for SIS called "Create SIS Security Request Events" modeled after the UBI/Document Imaging Reports
      UVA-328	Search Performance (WD brainstorm)	FST   HCM_Remediation   UVA_Prod_Enhancement	Kelli O'Dell	IN PROGRESS		The HCM App currently times out when searching for Orgs. We expect this will also occur for Cost Centers. Also: Extend does not allow partial-word searches (different than most of WD) Litao has entered brainstorm for WD to indicate 'Too many results, Please search". Brainstorm Link: https://community.workday.com/brainstorms/924391 Litao has developed the Search.
      UVA-79	Add Cost Center to SIS/UBI/DIS security request header	HCM_Remediation   UVA_Prod_Enhancement	Teresa Wimmer	TO DO		Users want to see other indicative data on the SIS request pages (identified 9/1/21 testing meeting): Cost Center - enhancement Computing ID - complete Similar elements to HCM request would be ideal. This will be part of the HCM Remediation work (Simon with ACN support)
      UVA-340	Show current security.	FST   HCM_Remediation   UVA_Prod_Enhancement	Kelli O'Dell	TO DO		Can we provide a view that shows all access the employee has? or Reports? It is informational for the requestor - so they have full info that could inform their request. Just for Sec Admins? Could be helpful for Data Stewards to know this. Teresa mentioned that Internal Audit and others would love to see a list of all security roles and who is in them. Options: Deliver a scheduled report (e.g., auditors (system, HR, FIN), FIN Admins) Kelli to continue thinking about this - more discussion/analysis needed.
      UVA-341	Add warning validation for specific roles that are added to the grid	FST   HCM_Remediation   UVA_Prod_Enhancement	Kelli O'Dell	TO DO		Another enhancement idea/question…. (I know, scope creep…it can be low priority, but added to the enhancement list) Would it be possible to add a warning validation for specific roles that are added to the grid? Let me give you examples. 1. I’ve added Financial Reporting Viewer to the grid – Warning: “You have selected Financial Reporting Viewer, which also needs the role of Tax ID Masking” 2. I’ve added Student Hiring Support to the grid - Warning: “You have selected Student Hiring Support, which also needs the role of HR Analyst Limited Viewer Access” We have a few roles that are paired with other role assignments, so having the warning when requesting would be helpful. We have built reports, though these slip through the cracks on occasion. I wish rule-based security would accommodate this, but it doesn’t at this time.
      UVA-393	Open Positions	Enhancement   Finance   HCM_Remediation	Leslie Obourn	TO DO		Discussed with Teresa and agreed to move this to enhancement. This feature is to enable workers to be able to request roles for an unfilled position. The current app is not able to do this: 1) Worker field on the Security Request object is currently blank for unfilled positions, which stops the business process when it needs contextual security (ie Manager approval) 2) Position field on the Security Request object doesn't allow for unfilled positions because the Workday ID of an unfilled position resolves to a "Position Restriction", not a "Position". Possible solution: 1) Use the initiator for the worker on the Security Request 2) Add a new field on the Security Request object for open position (likely a text field, since "position restriction" isn't an option for single reference target at the time of this writing)
      UVA-344	Notification that request is entered	DocumentImaging   FST   HCM_Remediation   SIS   UBI   UVA_Prod_Enhancement	Teresa Wimmer	TO DO		Can we send a notification after the security is updated (post disposition). How to do this for FIN/HCM (since both are in WD). Is it a batch process? How to do this for SIS/UBI/DIS?
      UVA-345	New APP for updating Data Stewards	UVA_Prod_Enhancement	Teresa Wimmer	TO DO		We will need to talk about potentially another RBA for all of these data steward groups. In the meantime, a SF ticket to AskHR to be directed to Workday security will work for now.
      UVA-314	Research options to confirm with the Requester/User that their access is granted.	@usability   UVA_Prod_Enhancement	Jdavyd Williams	IN PROGRESS		Add instructions that tell people to look at their dashboard page to see the status. The Workday BP does not allow a notification that the request has been dispositioned (it can notify only that the BP is approved). Is it possible to create a RAS report off the security request object? Research options to confirm with the Requester/User that their access is granted. This should be implemented for all Extend applications.
      UVA-342	Add Cost Center to SIS/UBI/DIS Security Request Header	DocumentImaging   SIS   UBI   UVA_Prod_Enhancement	Teresa Wimmer	TO DO		See UVA-79
      UVA-251	When SIS Request sent back, comments not included in notification email	SIS	Matthew Littlefield	TO DO		Unfortunately, this issue didn't come up until after our meeting yesterday.  When an approver sends the SIS request back to the user, the comments that they enter in the pop-up box are not being included in the email notification.  For example, if a Data Steward needs more information and wants to send the SIS request back to the user, the comments that they enter about why are not visible to the user unless they scroll down into the process history.  If possible, we'd like to include the send back comments in the notification email, so that if a SIS request is sent back to the user, they understand why and what they have to do. Example of SIS request sent back: Example of email user receives:
      UVA-322	Data Steward & Role Updates	None	Leslie Obourn	TO DO		Parent ticket for tracking any changes to Data Stewards or roles.   Please create a subtask for each request.
      UVA-315	Roles not Added for user (WD Orchestration failure)	None	Teresa Wimmer	TO DO		We have a user who has requested 6 SIS roles in one form, but the roles have not been added to the user.  The user is Bryana Amador (ba3vw).  All of the approvals were done by 9:53am on 4/25/2022, so the roles should have been added when the Boomi process ran at 10am on 4/25/2022.  BUT, the roles were not added and we are trying to figure out what happened. Sri has contacted Litao and Bo, and was told by Litao that: “On Monday 4/25 there was a Workday outage with Orchestrations from BP’s. It should be back online now” I need to know how we get this user her roles added.  She had a change to her position that removed all her roles, and she has had issues with getting the roles she needs put back on.  She has not had the access she needs to do her job for a few weeks now.  We really need to get this resolved! Thanks, Michele Wellings
      UVA-306	Process when Data Stewards leave UVA	None	Teresa Wimmer	TO DO		Identify and document a process for monitoring and updated Data Steward roles when Data Stewards terminate. If the data steward is terminated the bp will go to Unassigned and the BP Admin will pick it up.  Lisa will be involved in identifying the next data steward.
      UVA-307	Need an integration from UBI requests to SIS for setting up User profile	UBI UVA_Prod_Enhancement	Teresa Wimmer	TO DO		If the user request an UBI admissions role, the SIS team must enter the row-level security in SIS. If the users profile is not available, the SIS team must request that Access Management enter the user profile. The optimal approach is to create an integration service using Boomi to setup the user profile if one does not exists. Workaround is to reach out to Brain D. to create the profile.
      UVA-247	Validate data stewards (need backups)	DocumentImaging	Rachel Sligar	IN PROGRESS		Validate with Info Sec that the data stewards are still active and supporting the same schools/units
      UVA-312	RBA Help Desk Approach	None	Teresa Wimmer	IN PROGRESS		Teresa and Vanessa to work on the RBA Help desk approach. call the ITS Help Desk and then  Tier 1: IT Help Desk - Need KB articles to train the help desk and Report in UVA-313. Tier 2: Need to give Brian D's visibility into the requests - so he can do some investigation as Tier 1. Tier 3: route to product owner (Rachel/DIS, Tracy/SIS, Scott/UBI, Kelli/HCM)
      UVA-240	Brainstorm: Allow Send Back from Extend	SIS	Teresa Wimmer	IN PROGRESS		Identify if a brainstorm exists, if not work with UVA to create one. Identify options to inform the HCM Upgrade and new Apps. Within Extend objects - allow to send back to the initiator.  All other bps have a Send Back feature. cc: Teresa Wimmer

   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?

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 

Roles Spreadsheet

1. List of roles needs to specify -
   1. Complete: Central/non-central,
   2. Complete Sue data steward, data steward backup (sent on 6/6)
      1. Sue to send list to Lisa Emmons.
   3. Complete: FST training required? 
      1. Will not identify if training is online - it is not relevant to RBA approvals 
      2. Want the training security group to confirm the training is complete (for all training - online and classroom)
   4. In Progress: HSVPN required?
      1. Kelli & Teresa - to confirm the FIN Non Central HSVPN (there are a lot of Non central FIN roles needed HSVPN).
         1. Kelli sent the roles to Teresa - needs to be sent to Jason Belford and Tracy Smith to confirm against current HSVPN list to identify who needs to set it up or receive communication about using it for WD.
         2. Tracy to create a filter for Workday FIN HSVPN.
      2. Sue has drafted - Central roles required HSVPN, and reviewed the non-central roles with central data.
   5. MBU Approver - Sr. Department Finance Approver for each MBU
      1. Kelli provided an initial report from UVA3.   
      2. approver + backup (the majority of MBUs do not have an assignment)
      3. Kelli created additional groups and assigned them for those that have assignment - this will help with testing.
   6. Identify a 'Safety-net' group - in case it doesn't find a match - so it doesn't go unassigned.
      1. Assume Sue and Josh Breeden for FIN (it is Syed for HCM)

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: Unable to locate Jira server for this macro. It may be due to Application Link configuration.  
   4. 6/13: Ready for Unit 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 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)
   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

Design

1. Routing to Sr. Finance Department Approver:
   1. Pull Sr. Department Finance Approver at MBU level and the people assigned to it.
      1. Some MBUs do not have a Sr. Finance Departmental Approver - so the FIN teams need to assign one to work for RBA. (Sue Clements is our contact for identifying this)
   2. Create the 57 role-based unconstrained user groups (maintaining 1 role - but it is assigned to multiple security groups - testing needed to confirm)
      1. We will have 57 new roles with an RBA approver and backup for each.  Will start with current MBU approvers where exists.
   3. Cost Center & CC Hierarchy name - look up Level 4 MBU.  Build a condition rule for 'RS-'
   4. Will we need a boomerang integration to keep it populated?
   5. Considerations:
      1. Stability of MBUs and volatility of Cost Centers
      2. Maintenance of 57 MBUs vs. 900+ Cost Centers
2. Design:
   1. Finance has agreed that they will have Data Stewards and Sr. Dept Fin approvers approve the distributed roles (e.g., P2P)
   2. The RBA org-type and selection of the org, will meet these requirements:
      1. 
      2. 

1. 1. Teresa is reviewing the below slides with Augie on Monday: 
      1. 

Meeting Notes

1. 6/9
   1. Creation of Security Request Events Report (we have for UBI and DIS)
   2. Status of Development
   3. TAPP Organization
2.  6/2:
   1. Test Planning (above)
      1. Who would they like testing (Data Stewards and Sr. Dept Finance Approvers and requestors),
      2. Do we want to stage test cases for E2E testing?
      3. Verify the key testers are Nicole, Sue, Crystal
      4. Teresa, Nicole, and Sue will develop the test cases
   2. Do we need training for RBA for Financial users and if so who will develop the training?
3.  5/26
   1. Routing to Senior Finance Department Approver 
4.  Decisions:
   1. Where will we request access to Oracle Financials (view only)? Vanessa to coordinate with Steering Committee.
      1. Which WD roles also require Oracle Financials.
      2. Development effort.  Assume this is post go-live?
      3. What are other options?  (Salesforce/HCM and ServiceNow/ITS)
      4. Example: PSCS orders new buyer who needs to see legacy POs - they may need Oracle access.
         1. These are exceptions - and only central Finance/Procurement person would need Oracle Finance access.
      5. Options:
         1. Keep the e-Sharp Oracle Financials in e-Sharp for a specific period of time (month or so).  The e-Sharp roles would change to view-only.
         2. ServiceNow Request generic RBA request.
         3. Salesforce Ticket (no routing
   2. Cross application user based groups (HCM & FIN) -
      1. Approval by both HCM & FIN (e.g., Syed & Sue for BP Admin)
      2. Cross application user based groups will be on both forms
5. 5/24
   1. Security Group Spreadsheet with: 
      1. Data Steward Approval Group
      2. Training requirements - including whether training is in person or online
         1. Does someone validate training if in person or online?  Or can they attest?
         2. There are 57 roles that don't require training
      3. Central vs. Non-Central roles (Kelli has modified a few names on Sec Group and Role - "_CFIN" and "_NCFIN" for FST and HR)
   2. Review Cost Center Approver design
6.  5/12
   1. Check-in on list of roles 
      1. Crystal emailed feedback
      2. Can we have roles that are in both Apps?  Costing Allocation and Payroll-related roles - Paul is the Data Steward for both.  Can the 2 roles be in both apps?
         1. Technically possible and would need to maintain the bps.
      3. See enhancement list: Create groupings for roles (central vs. non-central).
      4. List of roles needs to specify -
         1. Central/non-central,
         2. data steward, data steward backup,
         3. training required? If so, is it online?
            1. Want the training security group to confirm the training is complete (for all training - online and classroom)
         4. HSVPN required?
         5. Company-specific (Academic vs. others; default is Academic)
         6. MBU Approver - Sr. Department Finance Approver for each MBU.
         7. Identify a 'Safety-net' group - in case it doesn't find a match - so it doesn't go unassigned.
         8. Draft on the Teams site
      5. Routing Rules
         1. worker's Manager
         2. Non-central roles route to Senior Finance Department Approver
   2. Cutover
      1. Need it on July 5th.
      2. Contingency is to enter a Salesforce ticket.
      3. Need more discussion for hypercare - confusion?  where are we directing end users during go-live?
   3. Routing Rules
      1. Based on Role
      2. Based on Company
7.  5/5
   1. Vanessa sent Data Steward Assignment Request (expected 5/12)
      1. Receiving feedback on those who are no longer data stewards.
      2. Vanessa will check in with Nicole next week when she is back.  
      3. Sue can also assist.
   2. Check-in on List of Roles (expected 5/12)
      1. UVA Security Groups for HCM RBA
      2. UVA Security Groups for FIN RBA
      3. Riley, Kevin, Sue are working on the list.
         1. Kelli prefers all roles (central and External) go through RBA, and Sue agrees. Should confirm with Augie.  
         2. Vanessa to confirm with Teresa, Steering Committee, etc.
      4. This requires the enhancements are implemented - for both User and Role based groups.
   3. Question: What is approval process? Will it be consolidated approvals for multiple roles on the request.
      1. Everyone has to approve.
   4. Testing Plan
      1. Unit Testing - this group
         1. phase 1 - this groups, phase 2 with WD Support Team (Sue will coordinate)
         2. Sri/Simon - Integrations (Aarati Sonkusari also?)
      2. E2E Testing
         1. Brian & Support Team
      3. Usability Testing -
         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. Finance: Andrew Sallans, Joey Carls
         6. for anything related to access to Huron/Research UVA, Vonda Durrer and/or Shenika Knox would be good to contact
   5. Cutover plan
      1. When does FST team want to start using RBA for security requests?
      2. Will RBA be used during first 30-day/stabilization
      3. Ideally - want them to use RBA ASAP (and not have an interim procedure)
      4. What about urgent requests for existing users?  Send email to AskFinance for triage, if a role changes/additions required then use RBA. 
      5. RBA is for new users on go-live.
      6. Vanessa/ITS is working on new Support process.  Identify a clear path for everyone during Hypercare and long-term.
8.  4/28

   1. Litao to walk through HCM process map 

      1. Nicole: Identify list of Roles:
         1. Current List on UVA Teams (Vanessa has link).  Nicole to review and update.
         2. Who is the Data steward?

         3. Nicole to look and identify those roles that require training.

         4. Kelli will work with Nicole and others to identify the HSVPN requirement (don’t anticipate many).

         5. Expected 5/12

      2. Litao can use the following:

         1. IT Project & Software Development Team (example of a user-based group we would want to allow in RBA)
         2. Finance Payroll Information Viewer (role-based enabled on both company and cost center)
         3. 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).
         4. Grant Financial Analyst (role-based enabled on grant)
         5. Procurement Data Entry Specialist (role-based enabled on company)
         6. Payroll Costing Specialist (role-based enabled on cost center, company, pay group)
      3. Notes:
         1. 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?
         2. What about a request for someone that has both HR and FIN roles.  Should it be the same app (for end user experience).
         3. Discussion on whether Add and Remove are on a single request - or if the are broken apart (and impact on user experience).  Discussion 
         4. Approval based on: Company, Cost Center/CC Hierarchy, Organization, Role (e.g., central), 
         5. Scenarios:
            1. Central Role requests - e.g., Only a central employee can be assigned a Buyer.  
   2. UVA Team should have TAPP access
9.  4/21
   1. Team Introductions
   2. Project Overview
      1. We are replacing e-Sharp systems - next up is Oracle Finance and Research UVA.
      2. Upgrading HCM Application concurrent with FST development
   3. Approval Authority for Payroll Cost Center Manager and Payroll Manager roles?
      1. Finance Approver Data Steward stays with HCM (no change)
      2. 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?  
         1. Sue and Christine will talk with Josh next week to identify
   4.  Is Patty/Training Lead involved?  Is Angela Knobloch/Change Lead involved?
      1. Patty is aware due to her role with another RBA app.
      2. Angela is receiving questions about training and access requests
   5. 3/31 Kick-off Next Steps:
      1. Who are the Data Stewards for Finance? (Expense, AP, AR, Procurement, GL, Grants)
         1. Kelli and Crystal are identifying which WD FIN roles require HSVPN.  
         2. Nicole will identify the person responsible for identifying which roles require training.
         3. Nicole and Lisa Emmonds will identify the data stewards.
      2. Support Model (help desk)
      3. Establish web site (to help make request - role descriptions and VPN and training requirements)
   6. Testers:
      1. Sec Admin: Kelli and Crystal
      2. FST: Sue Clements & Team
   7. Leslie to request TAPP Access for team
   8. Test Data - Kelli will send Litao some sample roles for unit testing/development
   9. FST Cutover
      1. Cutover Cycles:  May 23 - Cycle 1, June 29 - Cycle 2
      2. Jackie Tucker is the FST Cutover Lead - we'll coordinate with her.