2022-10-19 CDLNZ-PT Meeting Notes

Attendees

  • @Tamara Pilko

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

  • @Maria Figueroa

  • @Sherry Lochhaas

  • @Angelica Felix

  • @Lisa Spagnolo

  • @Erika Quintana

Not attending:

  • @Lisa Mackinder

  • @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

Vendor Distribution

 

 

Team

Any more updates on what happened with UCLA?

 

 

 

3

Who has licenses

 

 

 

Campuses with licenses: UCD, UCI Law, UCSF, UCR (only deleted)

Acq will have an agenda item about any issues we need to think about from the IZ side of things.

  • How do people name them and do their codes?

  • NZ Number codes expected to be a problem?

  • Anyone else with licenses?

 

 

 

4

Create Decision Page for Distribution

Create decision page and determine who should approve.

 

 

 

We plan to make decision pages for situations where it will directly affect campuses.

Tamara is following up with Merced.

Erika is following up with UCLA about the conflict with the CDL prefix.

Gem will email acq/eres group with decision page.

 

5

Determine what to work on next

 

 

 

Orders in the sandbox?

 

 

 

6

Parking Lot / Overflow

 

 

 

For future agenda:

  • Create instructions on creating new vendors.

  • Document when to use different types of vendors

  • Documentation on creating order records.

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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