2023-03-15 CDLNZ-PT Meeting Note

Attendees

@Sherry Lochhaas
@Angelica Felix
@Gem Stone-Logan , facilitator
@Lisa Spagnolo
@Erika Quintana
@Maria Figueroa
@Lisa Mackinder
@Lisa Wong

Not attending:

@Tamara Pilko
@Caitlin Nelson , project champion

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions
1	Facilitator intro			Gem
2	Updates
3	Analytics Work				Work on/discuss Payments and Projections report Review with Lisa W report updates since last meeting After some thought, we decided we need to go back and clearly lay out how this payments and projections reports is being used. We’re running into problems making an analytics report contain everything in one report that the payments and projections report currently does. However, we might be able to split this into multiple reports that still fills our needs.
4	Status/Invoice discussion				We originally thought we could use the “not paid” status for Angie to know that she needs to follow-up and make sure payment actually went out on the Oracle side of things. However, we discovered that when an invoice is saved, it automatically goes to Paid status. So, to use this option, Angie would need to go back and edit it back to Not Paid which would be easy to forget. Next Meeting: Check and see if we can use the “In Review” process to mimic this.
5	Next Steps		5
6	Parking Lot / Overflow				Thursday - Review POL entry spreadsheet and general order/invoice entry process? 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