Pinnacle Telephone Billing System Upgrade Open Forum II

1. Pinnacle Telephone BillingSystem UpgradeOpen Forum II April 7, 2009

2. Agenda • Service Desk Staff Introductions • Announcements • Overview of New System Interface / Bills • Processes • What’s Changing / Staying the Same • Timeline • Questions and Answers

3. Service Desk – Telephone Support • David Ross – Service Desk Manager • Susan Mundahl-Rodriguez – Telephone Support Staff • Anita West – Telephone Support Staff • Don Ruxton – Telephone System Support

4. Announcements • The annual White/Yellow Page listing review is underway. • Watch for an email (from the Service Desk) with instructions & dates • Updates made through PeopleSoft Channel in the Portal will no longer affect the Portal Directory

5. Pinnacle System Overview - Billing • Browser Recommendation – Firefox • How to Access: • Login to Cal Poly Portal (my.calpoly.edu) • Click Single Click Link (Teladmin) • Click the Accounts Tab at the Top of the Screen • Click on the Billing Report Name/Date to review • Click “View Report” button to View/Print/Save

6. Accessing the System Select Teladmin from the Single Click channel via the Portal

7. System Home Page Menu Options

8. Accounts Tab Select the Accounts tab

9. Account Summary Screen 2. Select View Report 1. Select Billing Date

10. Monthly Account Bill Report

11. Searching in Pinnacle To Perform a Search Click the Quick Search hyperlink below Account Billing. Once you’ve entered your search criteria, click the Search button to perform the search. Note: The wildcard in Pinnacle is the % key. You can click the calendar icons next to the Billing Date to select a date range or enter your Account Number or Account Name prefaced with the % key (ex. %134000%). To save this Search, click Save. The Save Search window opens and prompts for a Title & Description for the search you just created. The search will appear in the dropdown menu for your future use. Make Preferred will run this search every time you select Accounts.

12. Processes - What’s Staying the Same • Processes Staying the Same: • Personal support via ITS Service Desk • ITS-Service Desk, 756-7000 • The Add, Move or Change process will remain the same although we will shortly be working to upgrade our online request forms • www.servicedesk.calpoly.edu/forms

13. Processes – What’s Changing • Processes Changing: • All Reports via Web • Account Provisioning Automatic: • We can only add new Services for employees after they are “Active” in the HR System (similar to email) • Users leaving with Services assigned will be flagged as “Inactive” for a grace period (TBD) to allow for a recruitment, etc. If Services are not reassigned after the grace period, the Services will be charged to the Department. • Customized “Names” are not supported under Department services.

14. Rollout Timeline

15. Questions & Answers • Open forum questions & answers • Answers on the Web: • http://servicedesk.calpoly.edu • For more information, contact: • David Ross, Manager, ITS-Service Desk • ddross@calpoly.edu • 756-1360