Good to know reminder: Open a new case for each problem reported in Sales Force.
Configuration:
Configuration general meeting on Jan 7, 2021 10am-12pm. It will be recorded. It’s a prerequisite before the individual meetings.
Confirm campuses are available (UCLA, UCSF, UCSD, UCB, UCM) for individual config meetings during this period: Jan 8 + week of Jan 11-15. (We’ll set the actual meetings later.)
CDL SCP Workflow on Oct 1 (demo how SCP records will be loaded). Questions due 9/17.
Vanguard Environment
Delivery Sept 4th
Special Meeting: Using Alma for Data Review, Sep 10: No questions are needed in advance. The goal of this meeting is to help vanguard institutions understand how to look at their data and to be able to form questions.
Primo delivery Sep 16
Special meeting first look at Primo Sep 17
Vanguard completion checklist:
On EXL side:
Completion of reviews for Alma Essentials and Administration Fundamentals trainings
All environments delivered (Alma and Primo VE)
Initial Alma configurations loaded
Vanguard Alma Workshop completed
Kickoff for full project occurs - Nov 5
On UCS side:
Reviewed Alma Essentials and Administration Fundamentals trainings - DONE!
Gain experience with data migration preparation – including files, forms and processes - DONE!
Begin initial review of data migration
Report data migration issues to EXL for review and planning for full Test Load
Begin initial review of configurations and plan for future adjustments
Round-robin with vanguard campuses: Share progress on local implementation test plans; anything you want to share with the group? anything the group can help you with?
Ballpark how long you think testing will take. We are trying to understand what September and October will look like.