CAPPS Financials User Group Meeting Notes
April 25, 2013
9 a.m. to 11 a.m.
Travis Building, Room 1-100
Agenda
- Open Meeting
- Action Items from Previous Meetings
- Approval of Meeting Minutes from 3/28/13
- Update on CAPPS Financials Project Initiatives
- Update on CAPPS Financials Governance Approved SRs
- Update on Financials Baseline Efforts
- Update on User Queries
- Closing Items
Participants
First & Last Name | Role/Position | Attending? | |
---|---|---|---|
Alison Meier | alison.meier@cpa.texas.gov | Comptroller of Public Accounts (CPA) - Governance & Training | Yes |
April Shapley | april.shapley@cpa.texas.gov | CPA - Governance Coordinator | Yes |
Becca Murdock | rebecca.murdock@cpa.texas.gov | CPA - Financials Lead | Yes |
Cynthia Perez | cynthia.perez@cpa.texas.gov | CPA - Innovation & Technology (IT) Oversight | Yes |
Dana Cook | dana.cook@cpa.texas.gov | CPA – Statewide Systems IT Area Manager | Yes |
Don Land | don.land@cpa.texas.gov | CPA | Yes |
Elizabeth Garcia | elizabeth.garcia@txdmv.gov | Department of Motor Vehicles (DMV) - Payroll & Leave Accounting | Yes |
Ginger Salone | ginger.salone@cpa.texas.gov | Xerox - Project Manager | Yes |
Ivan Mazoch | ivan.mazoch@cpa.texas.gov | Xerox | Yes |
Joe Meyer | joe.meyer@tdi.texas.gov | Texas Department of Insurance (TDI) – Project Manager; Financials User Group (FIN UG) Voting Member | Yes |
Leonard Higgins | leonard.higgins@cpa.texas.gov | CPA – FIN UG Voting Member | Yes |
Oscar Robles | oscar.robles@txdot.gov | Texas Department of Transportation (TxDOT) – User Acceptance Testing (UAT) Coordinator | Yes |
Phyllis Dawson | phyllis.dawson@txdmv.gov | DMV – Financial Reporting | Yes |
Reggie Pegues | reginold.pegues@dir.texas.gov | Department of Information Resources (DIR) – Director of Accounting; FIN UG Voting Member | Yes |
Rickey McKinley | rickey.mckinley@cpa.texas.gov | CPA – IT Oversight | Yes |
Rusty Charlton | russell.charlton@cpa.texas.gov | CPA – Centralized Accounting and Payroll/Personnel (CAPPS) Project Manager | Yes |
Sandra Woodruff | sandra.woodruff@cpa.texas.gov | CPA – Manager, Statewide Fiscal Systems | Yes |
Stephanie Moll | stephanie.moll@cpa.texas.gov | CPA – CAPPS Contractor | Yes |
Stephen McDonald | stephen.mcdonald@cpa.texas.gov | CPA – Director of Purchasing | Yes |
Steve Schiurring | steve.schiurring@cpa.texas.gov | CPA – CAPPS Financials; FIN UG Voting Member | Yes |
Valerie Luna | valerie.luna@txdmv.gov | DMV | Yes |
Meeting Minutes
- Previous Action Items
- Distribute the following documents to the CAPPS Financials User Group distribution list:
- CAPPS Financials Major Initiatives
- Governance- Approved Service Requests (SRs) Summary
- Alternative to Control J Handout
- Complete
- Distribute the following documents to the CAPPS Financials User Group distribution list:
- Meeting Minutes Approval – March 28, 2013
- DECISION: The minutes from the previous meeting held March 28, 2013, are approved.
- Update on CAPPS Financials Project Initiatives
- SR 1808 – Conversion of Crystal Reports
- Customer Service Requests (CSRs) for each statewide crystal report have been created and are in the functional design/technical development
- Statewide CSRs are “in queue” for PeopleSoft developers.
- SRs for CPA agency-specific reports are open in the Business Objects (BO) queue.
- SRs for DIR are being opened today and will move into the BO queue as well.
- The CAPPS Maintenance team will review any report for complexity and then determine if the report is appropriate for BO.
- BO is the first choice for agency reports, but if it is not appropriate to be included in BO then the team will make that decision as needed.
- SR 1827 – Asset Management Capitalization Functionality
- Currently in UAT.
- A demo was provided to the Contracts team at CPA on April 24, 2013.
- The Contracts team requested changes so this SR will require more work before being completed.
- Estimated date for completion is currently June.
- SR 1808 – Conversion of Crystal Reports
- Update on CAPPS Financials Governance Approved SRs
- SR 1279 – “Change” Update Support for Accounting Distribution Line
- This SR had been on hold/deferred while waiting for DIR to make business decisions.
- DIR has decided to change their business process to accomplish this SR so this has moved into a closed status (closed but not completed).
- SR 69 – Cannot Track Multiple Vendors With Pro-Contract
- This SR is completed. It was a PeopleSoft case but the team figured out an approach while waiting for PeopleSoft to fix the issue.
- The goal is for CAPPS users to be able to manage different vendors within one contract.
- When one vendor acquires another and a contract is in place, a user can just change the vendor without going through significant rework and additional steps.
- SR 1279 – “Change” Update Support for Accounting Distribution Line
- Update on Financials Baseline Efforts
- The CAPPS Maintenance team is on track to provide the packaged baseline to TxDOT by the end of April.
- Efforts for the application are complete and testing has gone well.
- The team is currently working on a quality review of the documentation phase.
- The review of the documentation will be complete by Friday, April 26, at noon.
- The goal is to package up the baseline effort and transmit that to TxDOT on Monday, April 29.
- Update on User Queries
- PeopleSoft Query reporting will now be easier for power users because:
- Leo Collas (CPA Security Team Lead) has created instructions to users on how to obtain access to create and run their own queries.
- A more straightforward method to schedule queries will soon be added for any users with access to query.
- A change in the CPA infrastructure enables users to export data to a spreadsheet.
- The Alternative to Control-J demo presented at the last UG meeting enables users to determine which tables they need to include in their queries.
- The CAPPS Maintenance team is working on hints/tips for writing queries and hopes to provide this at the next User Group meeting.
- The CAPPS Maintenance team requested agency volunteers to help validate these tips and provide feedback.
- CPA (Internal) volunteered
- TDI volunteered
- TxDOT volunteered
- PeopleSoft Query reporting will now be easier for power users because:
- Action Items
- Create a package to provide to CAPPS users with information on using PeopleSoft Queries (Becca)
- Next FIN User Group Meeting
- The next meeting is scheduled to occur on Thursday, May 30, 2013.