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Meeting Recording List
| Item | Desired Outcome | Time | Who | Notes | Decisions | Actions | |
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| 1 | Facilitator intro | | 5 | Gem | |
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| 2 | Updates | | 10 | | Conversation with UCSD Questions for CDL/UCSD Finance Sherry showed the work she, Angie, and Lisa Moske have been doing on funds. Will discuss additional needs for payments and projects on Wednesday with group.
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| 3 | Vendors | | | Team | Current status, what do we want to work on next? Vendors are already mostly in Alma Codes need to be changed - Prefix would be better than postfix for CDL. Codes don’t have a character limit Communication to group that they will be seeing Vendors Prior to distribute job. Create instruction for campuses including: Do not edit universal/global Don’t use them for local POL purposes Don’t touch the contribute button Screenshot of vendor list it’ll have a checkmark Screenshots of buttons that should not be pressed Talk about the testing we did and that we verified codes can be changed.
Internal documentation for creating new vendors Usage stats will also touch on vendors Eventually contact information needs to be added to vendors CDL: Update billing, interface, etc
Need to additional discussion of licenses. | | - Gem Stone-Logan Create initial instruction for campuses with regard to things to avoid with NZ vendors.
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| 4 | Parking Lot / Overflow | | | | Payment and Projections on Wednesday - specifically what are the best ways to map into Alma Best Practice: How long to wait for collection to show in CZ vs creating local record? Inventory subteam will look and probably send to Eres for further discussion. Vanderbilt integrated with Oracle and did a presentation on it. For reference: Out of Office/Vacation Schedule | | | |