InfoEd Proposal Tracking

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InfoEd Proposal Tracking Cognos Reporting
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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

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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

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Administrators, Coordinators and Staff

• 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 (11/27/07 - 12/14/07)
• 3 hour hands-on classroom session
• 45 minute clinical trials session (for those
  involved with clinical trials)

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Central Unit Users (with no prior PTView
Training)

• 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 (11/27/07 - 12/14/07)
• 3 hour hands-on classroom session
• 45 minute clinical trials session (for those
  involved with clinical trials)

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Central Unit Users (with prior PTView Training)

• 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

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Faculty and Post-Docs

• 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)

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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

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Training Overview

• Registration
• Starts October 29th
• End users will enroll in a session using the
  eDevelopment tool supported by HRIS
• Location
• ChicagoTarry Building, 1st floor 300 E.
  Superior Project Cafe Training Rooms 1-730 and
  1-731
• Evanston University Library Training Rooms
  B234 and B238

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LRTL Responsibilities

• Newsflashes
• Project Café will provide newsflashes to LRTLS
  for distribution starting week of Oct. 15
  including topics such as
• Roll-out timing
• Training Presentation dates
• Audience
• Personnel identified on PTView Audience
  spreadsheet
• Administrators
• Project Coordinators
• Schools/Deans office staff
• Central unit users
• Dates
• See the PT View Communications Plan for dates of
  communications

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LRTL Responsibilities

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

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Café Responsibilities

• Create Posters
• Create Newsflashes
• Distribute Newsflashes
• Faculty and Post-Docs
• Majority of newsflashes are the same for each
  group
• 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

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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 Café and
  Research systems

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Help Desk/Support

• Contact
• TSS NUIT Support Center at 847-491-HELP, option
  6
• Process
• End users are immediately routed to Tier 2
  Project Café Support Consultants who
• are dedicated to the Café applications
• have functional and business process training
• have hands-on experience with each application
• 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.

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Questions?

• Feel free to contact us with any questions
• Tiffany Cleaver
• Implementation Readiness Team Lead
• tcleaver_at_northwestern.edu
• Marylou Novak
• Communications Specialist
• mlu_at_northwestern.edu
• Ellen Feldman
• Grants Team Sr. Functional Specialist
• efeldman_at_northwestern.edu
• Tom(my) Harmon
• Grants Team Analyst Team Lead
• tharmon_at_northwestern.edu
• Kate Da Rin