2022-09-21 CDLNZ-PT Meeting Notes

Owned by Gem Stone-Logan
Last updated: Sept 21, 2022
1 min read

Attendees

  • @Erika Quintana

  • @Tamara Pilko

  • @Gem Stone-Logan , facilitator (leaving early)

  • @Maria Figueroa

  • @Sherry Lochhaas

Not attending:

  • @Lisa Mackinder

  • @Angelica Felix

  • @Lisa Spagnolo

  • @Caitlin Nelson , project champion

Meeting Recording List

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

 

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

 

1

Facilitator intro

 

5

Gem

 





 

2

Updates

 

 

 

 

 

 

 

3

Test Order records (continued)

 

 

 

  • Looked more at the payment and projections spreadsheet and tried to create a sample order based on one of those.

  • Reporting codes - for now, just move some of the categories straight over. More cleanup will be needed. Just for testing purposes, uploaded codes as below (may change prior to production)

    • Reporting Code 1 - Category

    • Reporting Code 2 - CDL_Category

    • Reporting Code 4 - Tier

  • Need to consider paydoc spreadsheet

 

 

 

4

Parking Lot / Overflow

 

 

 

 

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

 

 

 

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