2023-04-12 CDLNZ-PT Meeting Note

Attendees

  • @Sherry Lochhaas

  • @Angelica Felix

  • @Lisa Spagnolo

  • @Erika Quintana

  • @Lisa Mackinder

  • @Lisa Wong

  • @Laura Fouladi

  • @Gem Stone-Logan , facilitator

Not attending:

  • @Maria Figueroa

  • @Tamara Pilko

  • @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

 

 

 

 





2

Updates

 

 

 

 

 

 

3

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.

 

 

 

4

Next Steps

 

5

 

 

 

 

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

 

 

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