NRAO Home  >  Green Bank  |  Wiki Topic:    GB > Software > PlanOfRecordC72006 > BusinessOfficeSystem > BosMeeting07Dec07

Changes | Index | Contents | Search | Statistics | Go

BOS Meeting - Dec 7, 2007

• Participants
• Summary
• Future Enhancement Requests

Participants

• Mike Holstine
• Amy Shelton
• Natti Gonzalez
• Becky Warner
• Paul Marganian
• Mike McCarty
• Christine Plumley
• Skip Lagoyda
• Lisa Hertz
• Terry Lopez
• Marie Glendenning
• Adonica Alenjero

Summary

Natti Gonzalez came out to Green Bank the week of Dec. 3, 2007. Her and Becky Warner worked on understanding overlaps and differences in the Business Office practices of GB and New Mexico. One result was a list of their higher priority BOS requests.

At the end of this week, on Dec. 7, there was a BOS team meeting, where:

• Natti and Becky discussed their results
• other team members discussed their requests
• Amy Shelton discussed how past the end of the calendar year, GB SDD staff will only respond to fatal errors concerning the BOS, and the BOS will most likely be taken over by some other NRAO division in the future.

Some items to note that do not involve software enhancements:

• Natti and Becky agreed on the meaning of the dates in the reservation lodging - they all will use the meaning currently in use by GB: start date is first night, end date is checkout date. So one nights stay is two consecutive dates.
• Becky told Bus. Office managers that they need to get together with Division Heads and construct clear guidelines on the use of charge accounts and travel.
• New Mexico often needs to create Invoices for every member of a group. No quick easy fix for this in software - every member must be entered into the BOS.

Future Enhancement Requests

Request	Details	Priority	In Helpdesk?	In JIRA?	Done?
Auto. email not needed when assigning rooms	sometimes, rooms are assigned multiple times
Display room assigned as a column in the Browse Res. screen	quick way of seeing who needs a room
Display Organizations in alphabetical order, by name
Room Charts should show all people in room
Display Warning when room is assigned to visitor for a date that is already in use
Confirm that Invoices can still be made for Motel Reservations	though it still might not create Items for these
Consult local Sys. Admins. about how to adjust printing sizes
More specific format changes for Phone List	who has these?
Provide Phone List info as a CSV file	so that Bus. Office can format info in Excel as they like
Invoice creation from Reservations need to create Items correctly with correct charges	this will take a lot of work - perhaps we should refactor the entire Rates design (PRM)	high
Display a person's type (student, employee, etc.) in reservation	saves having to go to contact info
Receipt printout should include Inv. number
Transaction (Invoices, Receipts, etc.) printouts should include all account numbers
Multiple line Text in the Transaction's General Information needs to be formated properly	In print out, muliple lines are spearated. not in edit screen.
More format requests for Transaction printouts	see Claire Chandler's specifications (need to scan and attatch here)
Provide Transaction printouts as a downloadable PDF file	only way to support some of the format requests
Ensure that charge accounts entered in reservations are saved and displayed in other screens
Investigate connection errors encountered by external visitors	New Mexico Tech. students in particular have had this problem
Create Dialog Box for confirming when a user is about to create a new Item Definition when adding/editing an Item	No Dlg box, instead an "allow item def. creation" box w/ validator	high
Administrators' site should be used as default for all Site options	saves the admins some work, and avoids errors
Aging Analysis report needs date range	turns out this request has been changed to a request for a user-defined report subtitle	high
Receipts: allow more then one Cash Account	Like the Charge Accounts in an Int. Sale
JE Subledger and Type columns in JE CSV need to be cut & paste into PS separately	it wasn't clear to me what GB SDD can do about this?
New field for New Mexico that describes the sub-site: AOC, VLA, etc.	So admins can fine-tune reports. For reservations, could use the building, but what about transactions?

-- PaulMarganian - 08 Dec 2007