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Office of Planning & Budget
3rd Floor, Kerr Hall
University of California
Santa Cruz, CA 95064
Phone: 831.459.2446
FAX: 831.459.2619
Email: plnbgt@ucsc.edu

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Steering Committee Minutes

Meeting Attendees (in clockwise order around the meeting table)
Joyce Ryan, Marilyn Wood, Kathleen Dettman, David Symonik, Kimberly Register, Nancy Lenox, Pat LeCuyer, Robin Draper, Steve Hull, Stephanie Nielsen, Georgina Chang, Julian Fernald, Kevin Threm, Gloria Williams, Nancy Degnan, Troy Lawson, Christi Bengard

Materials Distributed

• Meeting Topics Sheet including Q1 Project Status
• Website detailing access requirements for each subject area
• Account Form updated to include license cost information
• Campus Roles and Responsibilities and Guidelines DRAFTS regarding Campus Access Policy being implemented. Contact Julie Goldstein in IT Services Group for more information.
• DWH Practice for Granting Access to Restricted and Private Data
• Privacy Statements: UCOP's version and DWH Initial DRAFT

Noteworthy Discussion Points

• Citrix printing problems intensified in mid-February. DWH staff are exploring newer Citrix printing method that pushes printing to local desktop instead of printing from server. Testing on PC shows dramatic improvement. Mac testing is next. Improving printing is DWH staff #1 priority due to the significant impact on users, particularly with fiscal close rapidly approaching.
• Data Warehouse staff intend to work with Julie Goldstein to develop "Appropriate Use of Information" training module.
• Data Warehouse staff intends to require that users sign a "Privacy Statement" similar to that required at UCOP's data warehouse.
• Data Warehouse is interested in exploring a different security model for financial information. Now that Service Centers no longer exist, the Service Center based model is rapidly falling apart. Campus is moving toward full access, but what about "ease of use", particularly for units supporting InfoView rollouts -- want to get out of the hard-coding pain? Considering a distributed user preferences approach. More about this in future -- brainstorming a prototype.
• At the Campus Business Managers meeting, DWH staff heard that financial managers are beginning to build shadow systems to track work order balances because FAMIS no longer feed FIS work order encumbrances. It is believed (but unconfirmed) that the encumbranced stopped populating in June due to an upgrade in FAMIS. The managers have asked if DWH will advocate.

Decisions:

• Yes, as part of the "Business Process Improvement Consulting" project, DWH should advocate for reinstating the work-order encumbrances in FIS, by coordinating a conversation between all parties to determine possibilities.