2024-03-11 Meeting notes

Welcome/Assemble

Allowing people to join from other meetings, etc.

1-2

Announcements

Share new general information.

5

All

Welcome back Osman Celik!

Topics from Slack:

Recap discussions for any follow-up or further discussion (if any).

10

All

• Microsoft Lists project. See samples provided by Laura in Slack.

• From Maricel: We're curious if anyone is using the Labels feature in POLs? What sorts of labels are you using?
  Have you found any automated way to add a label (it all seems 1-by-1 manual to me but maybe you know differently)?
  Once labels are created do they appear as a dropdown in Advanced Order Lines searching? (in SB, I created some labels but they didn't automatically appear in advanced searching)
  Since they're not in analytics, have you figured out a way to use labels for reports?  Exporting search results to excel and then making an analysis based on the spreadsheet??

• Error when creating a PO line saying "Changes were not saved. The record you are attempting to update was recently updated by a different user. Please reload the record"?

• From Tammy: Does anyone regularly pull a report from Analytics for physical items received?

Analytics-based reports for CDL Acquisitions

20

Laura

https://docs.google.com/document/d/1qzvE10qU58bq5GJAtXMXZroij8bybzem-AEXZFVSeEg/edit?usp=sharing

Everyone should download and open the following CDL-supplied reports for comparison:

• FY2023-24_Expenditures_CAMPUS_2024_01_Jan.xlsx

• 0_CAMPUS_Payments_And_Projections_FY2023-24.xlsx

• CAMPUS_3rd_Quarter_PaymentReport_FY2023-24.xlsx

• Please add contact information for any campus staff members who should receive exported versions of the draft Analytics-based reports by Wednesday, March 13: https://docs.google.com/spreadsheets/d/1tVzd86DDCwqkYdYYd3lUM4VQyAWSBw5p44JqSZ2FzGI/edit?usp=sharing

• Send feedback directly to Laura (email and Slack are both fine) by Friday, March 29, so that the next set of drafts can be revised.

Parking Lot for Previous Action Items