2023-04-12 CDLNZ-PT Meeting Note

Facilitator intro

Updates

Analytics Work

Discuss how Analytics could create a paydoc. Used Alternative Index and Archive as an example. Put notes on the paydoc stored in Box. Additional follow-up on 4/19.

Next Steps

5

Parking Lot / Overflow

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