2023-03-08 CDLNZ-PT Meeting Note

Facilitator intro

Gem

Updates

Analytics Work

• Work on/discuss Payments and Projections report

  • Mostly have Phase 1 aspects figured out.

  • Talked about how to tackle Phase 2 - adding the campus columns

  • Our group is going to have a prep meeting on Tuesday to talk about how to deal with the existing Status/Invoice column

Next Steps

5

Parking Lot / Overflow

Thursday - Get organized with box and figure out the actual tracking sheet
Tuesday - Start looking at the status/invoice issues
Wednesday - Continue looking at reports/data

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