2022-09-20 CDLNZ-PT Meeting Notes

Owned by Gem Stone-Logan
Last updated: Sept 20, 2022
1 min read

Attendees

  • @Erika Quintana

  • @Tamara Pilko

  • @Gem Stone-Logan , facilitator (leaving early)

  • @Maria Figueroa

  • @Sherry Lochhaas

Not attending:

  • @Lisa Mackinder

  • @Angelica Felix

  • @Lisa Spagnolo

  • @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

 

5

Gem

 





 

2

Updates

 

 

 

  • CDL/UCSD Finance questions

  • Sherry, Maria, and Lisa Moske are continuing to look at the PnP spreadsheets. Still trying to figure out categories and what needs to be reported.

 

 

 

3

Test Order records

 

 

 

  • Setup test ledge and funds

  • Test orders

 

 

 

4

Parking Lot / Overflow

 

 

 

 

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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