InfoEd Proposal Tracking & Cognos Reporting

1 Agenda Timeline Access, Training, and Security  Administrators, Coordinators, and Staff  Central Unit Users  Faculty and Post-Docs  Cognos Advanced Query LRTL Responsibilities  Newsflashes  Posters  Training Café Responsibilities Help Desk Questions

2 Proposal Tracking & Cognos Reports: Timeline October  Develop training materials  Identify users  Begin communications November  Conduct pilot training  Register for training  Continue communications  Prepare Help desk November 26-December 20  Training for Proposal Tracking and Cognos Reports January  Training for Cognos Advanced Query

3 Audience  Administrators: Department, Research, Business, Finance, Payroll  Project Coordinators  Schools and/or Deans’ office staff Access/Security  Administrators/Staff: Access at department level for PTView  Project Coordinators: Access at PI/Co-PI level for PTView  Access at university level for reporting  Access granted upon completion of training course Training (11/27/ /14/07)  3 hour hands-on classroom session  45 minute clinical trials session (for those involved with clinical trials) Administrators, Coordinators and Staff

4 Audience  Central unit users Access/Security  Access at university level for PTView  Access at university level for reporting  Access granted upon completion of training course Training (11/27/ /14/07)  3 hour hands-on classroom session  45 minute clinical trials session (for those involved with clinical trials) Central Unit Users (with no prior PTView Training)

5 Audience  Central unit users Access/Security  Access at university level for PTView  Access at university level for reporting  Access granted to reporting upon completion of training course (currently have PTView access) Training (11/30/07 and 12/3/07)  1 hour hands-on classroom session for Cognos Reporting Central Unit Users (with prior PTView Training)

6 Audience  Faculty and Post-Docs Access/Security  Access at PI/Co-PI level for PTView  Access at university level for reporting  Training attendance is not mandatory but highly recommended Training (12/5/07-12/14/07)  1 hour presentation overview (attendance is highly recommended) Faculty and Post-Docs

7 Cognos Advanced Query Audience  School/Deans’ office level  Central units - on request Security  Access at university level for reporting  Access granted upon completion of Level 1 training course Training (1/8/08 - 1/25/08)  Level 1 class: 4 hours hands-on training session  Level 2 class: 3 hours hands-on training session

8 Training Overview Registration  Starts October 29th  End users will enroll in a session using the eDevelopment tool supported by HRIS Location  Chicago: Tarry Building, 1st floor 300 E. Superior Project Cafe Training Rooms and  Evanston: University Library Training Rooms B234 and B238

9 LRTL Responsibilities Newsflashes  Project Café will provide newsflashes to LRTLS for distribution starting week of Oct. 15 including topics such as: o Roll-out & timing o Training & Presentation dates  Audience o Personnel identified on ‘PTView Audience’ spreadsheet o Administrators o Project Coordinators o School’s/Dean’s office staff o Central unit users  Dates o See the PT View Communications Plan for dates of communications

10 LRTL Responsibilities Posters  Project Café will distribute posters for LRTLs to place in appropriate areas throughout their school/department(s) o Available at October LRTL meeting o Each LRTL will receive 3, but can request additional via to Marylou Novak o Hang posters no later than Oct. 31st Training  Verify administrators, coordinators, staff and central unit users attended training o Project Café will distribute lists of end users enrolled in training for your review o Remind end users in your school/department to enroll

11 Café Responsibilities Create Posters Create Newsflashes Distribute Newsflashes  Faculty and Post-Docs o Majority of newsflashes are the same for each group o For newsflashes that differ, a copy will be sent to all LRTLs for informational purposes Create and Distribute Communications for Cognos Advanced Query end users

12 Help Desk/Support Project Café applications will use a three-tier support structure.  Tier 1: TSS NUIT Support Center  Tier 2: TSS/Project Café Support Consultants  Tier 3: Central Unit and Project Café Support Consultants Benefits of the this approach include the following:  Makes use of existing help desk tools (Remedy), procedures, and personnel to perform non-application related tasks  Ensures skilled application resources are focused on application related issues  Provides a consistent approach for all Caf é and Research systems

13 Help Desk/Support Contact  TSS NUIT Support Center at HELP, option 6 Process  End users are immediately routed to Tier 2 Project Café Support Consultants who: o are dedicated to the Café applications o have functional and business process training o have hands-on experience with each application o work directly with the Project Café team and central offices.  Issues that cannot be resolved at Tier 2 will be routed to OSR and/or Project Café.

14 Questions? Feel free to contact us with any questions… Tiffany Cleaver Implementation Readiness Team Lead Marylou Novak Communications Specialist Ellen Feldman Grants Team Sr. Functional Specialist Tom(my) Harmon Grants Team Analyst Team Lead Kate Da Rin Grants Team Functional Consultant