2022-11-17 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

 

 

Gem

 





 

2

Updates

 

 

 

 

 

 

 

3

Review summary of campus feedback for ordering

 

 

 

 

 

 

 

4

Create ledger and fund structure in production

 

 

 

Notes are here.

 

Gem to add reporting codes.

Gem to clean up notes.

Sherry to add funds back in to our test order.

 

5

Next Steps

 

5

 

 

 

 

 

6

Parking Lot / Overflow

 

 

 

Week of November 14

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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