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Operational Excellence in Effort Reporting Conference Call: February 22, 2012

Operational Excellence in Effort Reporting Conference Call: February 22, 2012. Vision Statement: Implement a compliant, streamlined, electronic effort reporting process by June 2012 that reduces administrative burden. Agenda. System Testing Timeline. Information will be sent via e-mail:

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Operational Excellence in Effort Reporting Conference Call: February 22, 2012

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  1. Operational Excellence in Effort ReportingConference Call: February 22, 2012 Vision Statement: Implement a compliant, streamlined, electronic effort reporting process by June 2012 that reduces administrative burden.

  2. Agenda 2

  3. System Testing Timeline • Information will be sent via e-mail: • Campus log on information • “Understanding the Data” document • Test scripts with instructions • February 29 – March 16 • Phase 1 system testing • Static environment • March 14 • Next regularly scheduled call • After March 16 • New data will be available, e.g., committed effort 3

  4. Campus Support 4 Direct all questions to: effort@rfsuny.org The staff member below will respond to your questions:

  5. Understanding the Data Files 5

  6. Demonstration of Select Test Scripts 6 Script 2.5: “Running the Payroll Report in Pay Period View” Script 8: “Certifying the Effort Statements Associated to an Individual PI” Script 12: “Adding an Attachment to the Effort Statement”

  7. Summary 7 • Minutes from this meeting will be posted on the Operational Excellence in Effort Reporting Web page • Direct questions to: Anne Connolly Project Manager anne.connolly@rfsuny.org (518) 434-7240

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