2023-03-15 CDLNZ-PT Meeting Note

Facilitator intro

Gem

Updates

Analytics Work

• Work on/discuss Payments and Projections report

  • Review with Lisa W report updates since last meeting

  • Status/Invoice - Do we need more discussion at the Alma level before talking about Analytics?

  • Phase 4 issues?

Next Steps

5

Parking Lot / Overflow

Thursday - Review POL entry spreadsheet and general order/invoice entry process?

Future Analytics Reports:

• Payment Documents (one per resource)

  • including historical information of payments on a resource (a POL), their past cost share percentages & dollar amounts, and increase % history

• Expenditure Reports (resources paid within the month - one per campus)

• Quarterly recharge (one per campus)

• List of orders and connected collections

For reference: Out of Office/Vacation Schedule