Status Updates:
Ninth Integration Test: January 20th - March 10th
...
Status Updates:
Ninth Integration Test: January 20th - March 10th
- Parking (Completed)
- Housing/OSCAR (Completed)
- CTES (Completed)
- Library (Completed)
- Payroll (Completed, Black Box file)
- Student Financial Systems
- ARC (Completed, Black Box)
- SBS (Completed)
- CBSO (Completed)
- CCCS (Completed
- OPAL (Completed)
- SLC (Incomplete, Black Box)
- Fin Aid (Completed)
- Grad Div (Completed)
- Telecomm/COMPCO (Completed, Black Box)
- C&G Billing (Complete)
- IRB (Complete)
- ULAR (Complete)
- Facilities (Completed)
- Medical Center (Incomplete)
- UCOP (Incomplete)
- Bio Sci (Will use Service Billing instead)
- Phy Sci (Complete)
- UNEX/Summer Session (Complete)
...
PI Report
- 70% complete, is not able to test because lack of data, the month end balances for awards, and income and expense balances from C&G. Waiting for balance from DataWarehouse, being worked on.
C&G Billing
- 100% complete. Testing in progress.
HR
Implementation is completed including translation of FS data to KFS counterparts, validation, GUI, ledger posting, invoice, BLISS reports as well as first time database alter script. One time data migration will utilize the web service client. All FAUs will be translated per function user's request. This means even closed FAUs need to have a match in KFS.
Outstanding items: There is no 2013 chart of account data in KFS test server, so "2012" is hard-coded for object code translation and validation. Ledger posting is hard-coded to post to fiscal year 2012. Once the 2013 data is loaded in KFS, hard-coding needs to be removed. There is no object code mapping for 7217 and 3900 under MC chart. Alerted KFS team of this issue. This means full testing will be delayed until these object codes are added. Default CTES account/fund is translated to different values every time in KFS. However the default CTES account info is hard-coded. Once the translation is finalized, the default CTES chart/account/object will needs to be set. Implementation to generate GL collector file is complete. However there is no KFS test server to upload the collector file from Unix. Currently must go through the Kuali Portal to manually upload the file.
Medical Center
- NoTaskSpec/MappingCoding/DeploymentAssigned ToStatus
1 Cache DB Upgrade on Test Server n/a AMS/UCIMC Waiting for approval by MC purchasing 2 Chart of Accounts Conversion Strategy Completed In testing AMS/UCIMC Changed the strategy to just map their code to KFS instead of conversion, using the web services; testing in progress 3 KFS to AMS Vendor Feed Completed Completed KFS Tech Team Code installed in AMS Test Server, ready to be tested in ITC4 4 KFS to AMS Check Number Feed Completed In Testing KFS Tech Team In Testing 5 AMS Payment Upload Completed In progress AMS Coding in process 6 AMS AP Accrual Feed (Collector Flat) Completed In progress AMS Targeted completion date unknown 7 AMS to KFS Secure FTP NA In Testing Modesto/Artie Butler In testing with AMS Test Server. 8 KFS to SMS FTP NA In progress Modesto/Phil Obregon Files are being sent, however, no feedback has been provided. MC is still to set up XFER connection
Facilities
- Figuring out process outside of feeding. Feeding process is complete.
Housing
Biological Sciences
- Restarted their efforts to convert to KFS after being put on hold.
Telecommunications
RMS: Feed generation and upload was successful, after stripping legacy project codes from feed.
Currently unable to test fields: sub-account, sub-object, project - test/sample data still not available to test with?
Testing and fixing web form, but that's not directly related to the KFS upload process.
Compco: Relying on blackbox conversion. Some charges are being rejected because "closed" accounts are still being used. A meeting is scheduled for the Business Office to meet with FS to figure out what happens to the charges, what the Business Office needs to do, and how we'll be notified in order to remove these "closed" accounts from our Compco billing system.
Modesto will regularly provide updated "aftable" and "dptable" data files on xfer.adcom.uci.edu for Compco to update from.
Other than that, Compco KFS upload is pretty much done.
OIT Helpdesk
Regarding KFS conversions for Help desk related systems, I am having difficulty getting answers to my questions so I can proceed with conversion. Neither Nancy nor KFS@uci.edu has responded to the most critical questions. Below is a copy of email I sent earlier this month, with a few answered questions removed.
I also need to ensure the terminology is used (or not) in the same way. For example, yesterday I heard an unconfirmed rumor that the KFS sub-account field is roughly equivalent to the current GL “sub” field, and is of little consequence.
Should the current data flow of transactions from Help Desk → paper! → Business Office → RMS à (GL soon KFS) be continued? (Nancy or Marie must decide)
Will we utilize Control Accounts? (KFS question)
Is the meaning of Principal Investigator unchanged? Or is this now a Fiscal Officer or Account Supervisor? (KFS question)
Is the role of bookkeeper/Account Controller now termed the Account Manager? Will “Account Controller” exist? (KFS question)
Who can approve the specs / change request as complete and correct? (Nancy, Marie, or KFS)
Who is responsible for defining the scope of work and approving planned changes? (Nancy, Marie, or KFS)
Below is my current understanding of the data we will have to collect for a KFS “recharge”. Is it correct?
Field Name
Required
Type
Description/comment
Chart
Yes
Char(2)
Location
UC - UCOP
SW - Systemwide
IR - Irvine campus
MC - UCIMC
PL - Plant
We expect mostly IR & MC
Account
Yes
Char(7) the values are all numeric/integer
replaces FS account-fund
sub - Account
No
Char(5) alphanumeric
defined by dept
Object
Yes
Char(4) alphanumeric
Is this similar to current object code? What will the new code structure be?
sub - Object
??
Char(4) alphanumeric
Will OIT utilize this field to track software type?
Project
No
Char(10) ?
Is this at a given department’s discretion?
Reference ID
No
Char (8) ?
Do we prompt for this, or is it auto-generated by KFS? (another rumor I head yesterday)
Bob Hudack
rjhudack@uci.edu
Help Desk
Office of Information Technolog
For the project status of student financial systems KFS conversion, please view our project plan in dfs\adcom\shares\docs\applicationdoc\sbs\kfs\project_plan_sfinsvcs_kfs_20130606.pdf
In summary, we are currently performing user acceptance test and cycle test to process data feed from Housing, Grad Division, Office of Financial Aid and Scholarships, Library, and LARC. However, the test progress is falling behind our project schedule because the user community including developers is swamped with Fiscal Year-end Closing. Thanks.
- 95% complete with the GL feed, functional users are looking at the GL. Other systems still in progress.
- GD - KFS Integration Projects Overview
- Student side is being tested with SBS, they will do a back-end sync on Oct 21st, 2013.
Payroll
- 100% Completed FS Legacy file conversion, in the process of testing.
- UNEX/ Summer Session
- Working on getting Webservices to work for account conversion.
- SOM
- Need sample data, reviewing data loading. Issues with Orgs and missing Account-Fund crosswalk entries.
- Joe asked: Did you hear any decision of changing the org code? Reject too? I heard SOM Finance team had submitted a revision of org codes last month again, and wait for the other schools to submit. I knew Campus rejected another SOM request to add additional level of organization (i.e. an additional level under department/subdivision/division/organization in Data Warehouse).
Student Financial Systems
Parking
Grad Division/Office of Research
Detailed Project Plan With Completion Percentage:
...
from our Compco billing system.
Modesto will regularly provide updated "aftable" and "dptable" data files on xfer.adcom.uci.edu for Compco to update from.
Other than that, Compco KFS upload is pretty much done.
Student Financial Systems
For the project status of student financial systems KFS conversion, please view our project plan in dfs\adcom\shares\docs\applicationdoc\sbs\kfs\project_plan_sfinsvcs_kfs_20130606.pdf
In summary, we are currently performing user acceptance test and cycle test to process data feed from Housing, Grad Division, Office of Financial Aid and Scholarships, Library, and LARC. However, the test progress is falling behind our project schedule because the user community including developers is swamped with Fiscal Year-end Closing. Thanks.
Parking
- 95% complete with the GL feed, functional users are looking at the GL. Other systems still in progress.
Grad Division/Office of Research
- GD - KFS Integration Projects Overview
- Student side is being tested with SBS, they will do a back-end sync on Oct 21st, 2013.
Payroll
- 100% Completed FS Legacy file conversion, in the process of testing.
- UNEX/ Summer Session
- Working on getting Webservices to work for account conversion.
- SOM
- Need sample data, reviewing data loading. Issues with Orgs and missing Account-Fund crosswalk entries.
- Joe asked: Did you hear any decision of changing the org code? Reject too? I heard SOM Finance team had submitted a revision of org codes last month again, and wait for the other schools to submit. I knew Campus rejected another SOM request to add additional level of organization (i.e. an additional level under department/subdivision/division/organization in Data Warehouse).
Detailed Project Plan With Completion Percentage:
| Task Name | Start | Finish | Resource Names | % Complete | ||||||||
| FEEDER AND CAMPUS SYSTEM MIGRATIONS | Fri 7/1/11 | Sat 12/7/13 | 43% | |||||||||
| Environment Preparation | Fri 7/1/11 | Sat 12/1/12 | 91% | |||||||||
| Meet with system owners and technical staff | Fri 7/1/11 | Sat 6/30/12 | 100% | |||||||||
| Identify campus systems and owners | Fri 7/1/11 | Tue 2/28/12 | modesto,keiko,maria | 100% | ||||||||
| Educate functional and technical owners about KFS | Thu 3/1/12 | Sat 6/30/12 | maria | 100% | ||||||||
| Determine if campus systems can be replaced by KFS functionality | Thu 3/1/12 | Sat 6/30/12 | maria | 100% | ||||||||
| Prepare documentation/materials for system migrations | Fri 7/1/11 | Sun 7/15/12 | 82% | |||||||||
| Prepare data files and web services for system migrations | Thu 9/1/11 | Sat 12/1/12 | 99% | |||||||||
| Build and refine database instance for feeder systems | Thu 9/1/11 | Wed 8/1/12 | warren,keiko | 100% | ||||||||
| Develop KIM web services - access checking | Tue 5/15/12 | Fri 6/1/12 | adam | 85% | ||||||||
| Build black box for conversion | Tue 11/1/11 | Sat 12/1/12 | 100% | |||||||||
| Develop data warehouse services for feeder & campus system | Fri 5/18/12 | Wed 8/15/12 | 100% | |||||||||
| Define validation services | Fri 5/18/12 | Fri 5/18/12 | valerie,programmers | 100% | ||||||||
| Build DW repository for ledger detail downloads | Fri 6/1/12 | Sat 6/30/12 | valerie | 100% | ||||||||
| Develop web services for validations (account, chart, fund group, object, organization, project, sub fund group, sub object, acct period, gl entry, encumbrance) | Fri 6/1/12 | Wed 8/15/12 | adam,jarrod | 100% | ||||||||
| Define and develop SAMS replacement for campus systems | Fri 1/6/12 | Mon 7/30/12 | 50% | |||||||||
| LDAP changes | Fri 7/1/11 | jason lin | 10% | |||||||||
| Feeder & Campus System Migrations (see individual system plans (rubric) for more details) | Fri 7/1/11 | Tue 4/2/13 | 37% | |||||||||
| Payroll (Feeder) | Fri 7/1/11 | Fri 7/1/11 | david carleton,modesto | 100% | ||||||||
| eDocs: Rapid Return | Tue 5/1/12 | Thu 1/31/13 | linh nguyen | 75% | ||||||||
| Cost Sharing System (Feeder) | Tue 5/1/12 | Sat 12/1/12 | jane | 100%50% | ||||||||
| KIM Integration for Access ManagementTue 5/1 Facilities (Feeder) | Mon 4/16/12 | Tue 51/1/1213 | 100%98% | |||||||||
| OPAL Cashiering and Campus Online Deposit (Feeder) FM - Design Document | Mon 74/216/12 | Fri 6Mon 4/2816/13 | i-rong Lin[50%],Cecilia Do[50%],james Hsu[50%],Calvin Yip[20%] | 99% | ||||||||
| COD Template | Mon 7/2/12 | Mon 7/2/12 | 100% | |||||||||
| COD Deposit | Mon 7/2/12 | Mon 7/2/12 | 100% | |||||||||
| Point of Sale | Mon 7/2/12 | Mon 7/2/12 | 100% | |||||||||
| KIM Integration for Access Management | Mon 7/2/12 | Mon 7/212 | 100% | |||||||||
| FM - FacServe - Charges XML Upload to Kuali (Feeder) | Mon 4/16/12 | Fri 6/1/12 | jyoti/alvin | 95% | ||||||||
| FM - FacServe - Lien XML Upload to Kuali (Feeder) | Mon 6/4/12 | Sun 6/24/12 | jyoti/alvin | 95% | ||||||||
| FM - Utilities Billing | Mon 4/16/12 | jyoti | 95% | |||||||||
| FM - Fau Validation | Mon 4/16/12 | Mon 4/16/12 | 100% | |||||||||
| Campus Credit Card System (Feeder) FM - FSS | Mon 74/216/12 | Fri 6/28/13 | i-rong Lin[50%],Cecilia Do[50%],james Hsu[50%],Calvin Yip[20%] | 97% | Online Credit Card Entry | Mon 7/2/12 | Mon 7/2 | alvin | 95% | |||
| FM - Billing Review and Exception Reports | Mon 4/16/12 | 95% | ||||||||||
| FM - Data Migration | Mon 4/16/12 | 100% | 95% | |||||||||
| Program Profile FM - Projects 8i | Mon 710/21/12Mon 7 | Fri 10/226/12 | ? | 100% | ||||||||
| Void and RefundMon Student Financial Systems - SfinSvcs | Fri 7/21/11 | Fri 12Mon 7/228/12 | 100%64% | |||||||||
| Query and reportsMon 7/2 Campus Billing System Online (Feeder) | Tue 5/1/12 | Mon 7Sat 12/21/12 | 90% | KIM Integration for Access Management | Mon 7/2/12 | Mon 7/2i-rong Lin[50%],lucy Zheng[50%],Calvin Yip[20%] | 99% | |||||
| CBSO Online Coding and Unit Test | Tue 5/1/12 | Tue 5/1/12 | 100% | |||||||||
| Batch CBSO Batch Ledger Posting to KFSMon 7/2and Unit Test | Tue 5/1/12 | Tue 5/1/12 | 90% | |||||||||
| KFS COA ValidationMon 7/2 Data Feed from Library and LARC | Tue 5/1/12 | Mon 7Tue 5/21/12 | 100% | |||||||||
| Foxpro/ARC (Feeder) | Wed 1/2/13 | Fri 6/28/13 | victor Tam[50%],Nasim Mohebbi[50%] | 99% | ARC Interface with SBS for Write-off | Wed 1/2/13 | Wed 1/2/13 Data Feed from Library and LARC | Tue 5/1/12 | Sat 12/1/12 | 100% | ||
| KIM Integration for Access Management | Tue 5/1/12 | Tue 5/1/12 | 100% | |||||||||
| ARC Interface with OPAL CashieringWed 1 OPAL Cashiering and Campus Online Deposit (Feeder) | Mon 7/2/1312Wed 1 | Fri 6/228/13 | 100% | ARC Interface with CBSO | Wed 1/2/13 | Wed 1/2/13i-rong Lin[50%],Cecilia Do[50%],james Hsu[50%],Calvin Yip[20%] | 99% | |||||
| COD Template | Mon 7/2/12 | Mon 7/2/12 | 100% | |||||||||
| Student Housing (Feeder) COD Deposit | Mon 7/2/12 | Sat 12Mon 7/72/1312 | 99%100% | |||||||||
| GL upload Point of Sale | Mon 7/2/12 | Mon 7/2/12 | 99%100% | |||||||||
| Online System Community Accounts Receivable (OSCAR) | Fri 7/1/11 | Fri 7/1/11 | markus KIM Integration for Access Management | Mon 7/2/12 | Mon 7/2/12 | 100% | ||||||
| Student Billing Campus Credit Card System (Feeder) | Fri 6Mon 7/12/12 | Wed 7Fri 6/3128/13 | i-rong Lin[50%],tu DangCecilia Do[50%],james Hsu[50%],victor Tam[50%],Nasim Mohebbi[50%Calvin Yip[20%] | 56%97% | ||||||||
| Data transmission between finaid and SBS Online Credit Card Entry | Mon 47/152/1312Fri 6 | Mon 7/282/13 | james Hsu[15%] | 0% | ||||||||
| Data transmission between Grad Division and SBS | Mon 4/15/13 | Fri 6/28/13 | james Hsu[15%] | 0% | ||||||||
| SFS WebServices COA mods | Fri 6/1/12 | Fri 9/28/12 | Jarrod Lannan[70%] | 50% | ||||||||
| eTech fee assessment | Mon 4/1/13 | Fri 4/5/13 | Nasim Mohebbi[50%] | 50% | ||||||||
| Lab Fee Schedule Re-write | Tue 4/30/13 | Tue 4/30/13 | Richmond Chang[40%] | 15% | ||||||||
| Lab Charge | Wed 5/1/13 | Fri 5/17/13 | victor Tam[40%] | 0% | ||||||||
| Statistical data for OIR | Mon 3/4/13 | Fri 3/15/13 | james Hsu[50%] | 0% | ||||||||
| SBS Invoice for Re-admit and Add/Drop | Wed 5/1/13 | Fri 5/10/13 | victor Tam[50%] | 0% | ||||||||
| Standard KFS COA validation sprocs | Mon 9/3/12 | Wed 11/14/12 | tu Dang[50%] | 100% | ||||||||
| Standard COA translation sproc from FS to KFS | Tue 10/2/12 | Fri 12/28/12 | tu Dang[25%] | 100% | ||||||||
| Withdrawal and Cancellation | Wed 5/1/13 | Fri 5/31/13 | tu Dang[50%] | 25% | ||||||||
| Standard COA translation sproc from KFS to FS for data conversion | Tue 10/2/12 | Fri 12/28/12 | tu Dang[25%] | 100% | ||||||||
| Batch ledger posting | Fri 2/1/13 | Tue 4/30/13 | tu Dang[25%] | 100% | ||||||||
| Check disbursement and KFS AP interface including layout change for precheck, cancellation, and check | Fri 3/1/13 | Tue 4/30/13 | tu Dang[15%] | 75% | ||||||||
| Fee amount change due to enrollment status change, and Fee assessment break-down | Wed 5/1/13 | Fri 5/31/13 | tu Dang[15%] | 75% | ||||||||
| Synchronization for check generation date and ledger posting date | Wed 5/1/13 | Fri 5/31/13 | tu Dang[15%] | 100% | ||||||||
| Write-off for uncollectible debts | Wed 5/1/13 | Fri 5/31/13 | tu Dang[15%] | 0% | ||||||||
| Summer Session for Invoices SSFEE and SSMISC, and DCSUMMER | Wed 5/1/13 | Fri 5/31/13 | Nasim Mohebbi[50%] | 100% | ||||||||
| Fund switch | Mon 6/3/13 | Fri 6/28/13 | tu Dang[15%] | 0% | ||||||||
| GL reconciliation between SBS and KFS | Mon 6/3/13 | Fri 6/28/13 | tu Dang[15%] | 0% | ||||||||
| Tax handling for non-resident gradaid recipient | Mon 7/1/13 | Wed 7/31/13 | tu Dang[15%] | 0% | ||||||||
| Reports listing out account fund | Mon 7/1/13 | Wed 7/31/13 | Nasim Mohebbi[50%] | 100% | ||||||||
| DWH upload for open receivables | Mon 6/3/13 | Fri 6/28/13 | tu Dang[50%] | 0% | ||||||||
| Tax Relief Act (TRA) system | Wed 1/2/13 | Sat 12/7/13 | Nasim Mohebbi[50%],james Hsu[50%] | 5% | ||||||||
| Mods to Finaid for TRA Eligible Gift Aid | Wed 1/2/13 | 5% | ||||||||||
| Mods to Gradaid for TRA Eligible Gift Aid | Wed 1/2/13 | 5% | ||||||||||
| Student Loan and Collections Re-write (Feeder) | Mon 7/2/12 | Sat 12/7/13 | i-rong Lin[50%],Calvin Yip[20%],lucy Zheng[80%] | 36% | ||||||||
| Functional Requirements Definition | Tue 5/1/12 | 80% | ||||||||||
| User Sign-off for Functional Requirements Document | Tue 5/1/12 | Tue 5/1/12 | 100% | |||||||||
| Data Modeling for SLC Re-write | 0% | |||||||||||
| Online Coding and Unit Test | 0% | |||||||||||
| Batch Coding and Unit Test | 0% | |||||||||||
| SfinSvcs - DEFT (Employee might convert to ucop, but Students will not) | Tue 5/1/12 | Mon 4/1/13 | james,modesto | 80% | ||||||||
| Migrate from SAMS to KSR | Tue 4/2/13 | Wed 4/3/13 | 80% | |||||||||
| HR | Tue 5/1/12 | Wed 4/3/13 | 100% | |||||||||
| HR QuickTemp (Feeder) | Tue 5/1/12 | Wed 4/3/13 | Christa | 100% | ||||||||
| OIT - Data Warehouse (Cognos) - Val will link main project plan | Tue 5/1/12 | Wed 4/3/13 | 53% | |||||||||
| OIT - Telecommunication (Feeder) | Mon 4/23/12 | Thu 9/12/13 | anthony | 100% | ||||||||
| CFR | Tue 5/1/12 | Wed 4/3/13 | anthony,nancy m | 100% | ||||||||
| Telephone Billing | Tue 5/1/12 | Wed 4/3/13 | shelly,anthony | 100% | ||||||||
| PI Report (Feeder) | Tue 5/1/12 | Sat 12/1/12 | alvin | 70% | ||||||||
| Convert application | Tue 5/1/12 | Sat 12/1/12 | alvin | 80% | ||||||||
| Migrate from SAMS to KSR | Tue 5/1/12 | Sat 12/1/12 | alvin | 60% | ||||||||
| Parking & Transportation - TDS Systems (Feeder) | Tue 5/1/12 | Sun 12/1/13 | Clint | 53% | ||||||||
| TDS - Financial Core (New System) | Tue 5/1/12 | Sat 12/1/12 | Clint | 95% | ||||||||
| TDS - Antpark | Tue 5/1/12 | Mon 4/1/13 | Clint | 90% | ||||||||
| TDS - EPICS - collections module12 | 100% | |||||||||||
| Program Profile | Mon 7/2/12 | Mon 7/2/12 | 100% | |||||||||
| Void and Refund | Mon 7/2/12 | Mon 7/2/12 | 100% | |||||||||
| Query and reports | Mon 7/2/12 | Mon 7/2/12 | 90% | |||||||||
| KIM Integration for Access Management | Mon 7/2/12 | Mon 7/2/12 | 100% | |||||||||
| Batch Ledger Posting to KFS | Mon 7/2/12 | 90% | ||||||||||
| KFS COA Validation | Mon 7/2/12 | Mon 7/2/12 | 100% | |||||||||
| Foxpro/ARC (Feeder) | Wed 1/2/13 | Fri 6/28/13 | victor Tam[50%],Nasim Mohebbi[50%] | 99% | ||||||||
| ARC Interface with SBS for Write-off | Wed 1/2/13 | Wed 1/2/13 | 100% | |||||||||
| ARC Interface with OPAL Cashiering | Wed 1/2/13 | Wed 1/2/13 | 100% | |||||||||
| ARC Interface with CBSO | Wed 1/2/13 | Wed 1/2/13 | 100% | |||||||||
| Student Housing (Feeder) | Mon 7/2/12 | Sat 12/7/13 | 99% | |||||||||
| GL upload | Mon 7/2/12 | Mon 7/2/12 | 99% | |||||||||
| Online System Community Accounts Receivable (OSCAR) | Fri 7/1/11 | Fri 7/1/11 | markus | 100% | ||||||||
| Student Billing System (Feeder) | Fri 6/1/12 | Wed 7/31/13 | i-rong Lin[50%],tu Dang[50%],james Hsu[50%],victor Tam[50%],Nasim Mohebbi[50%] | 56% | ||||||||
| Data transmission between finaid and SBS | Mon 4/15/13 | Fri 6/28/13 | james Hsu[15%] | 0% | ||||||||
| Data transmission between Grad Division and SBS | Mon 4/15/13 | Fri 6/28/13 | james Hsu[15%] | 0% | ||||||||
| SFS WebServices COA mods | Fri 6/1/12 | Fri 9/28/12 | Jarrod Lannan[70%] | 50% | ||||||||
| eTech fee assessment | Mon 4/1/13 | Fri 4/5/13 | Nasim Mohebbi[50%] | 50% | ||||||||
| Lab Fee Schedule Re-write | Tue 4/30/13 | Tue 4/30/13 | Richmond Chang[40%] | 15% | ||||||||
| Lab Charge | Wed 5/1/13 | Fri 5/17/13 | victor Tam[40%] | 0% | ||||||||
| Statistical data for OIR | Mon 3/4/13 | Fri 3/15/13 | james Hsu[50%] | 0% | ||||||||
| SBS Invoice for Re-admit and Add/Drop | Wed 5/1/13 | Fri 5/10/13 | victor Tam[50%] | 0% | ||||||||
| Standard KFS COA validation sprocs | Mon 9/3/12 | Wed 11/14/12 | tu Dang[50%] | 100% | ||||||||
| Standard COA translation sproc from FS to KFS | Tue 10/2/12 | Fri 12/28/12 | tu Dang[25%] | 100% | ||||||||
| Withdrawal and Cancellation | Wed 5/1/13 | Fri 5/31/13 | tu Dang[50%] | 25% | ||||||||
| Standard COA translation sproc from KFS to FS for data conversion | Tue 10/2/12 | Fri 12/28/12 | tu Dang[25%] | 100% | ||||||||
| Batch ledger posting | Fri 2/1/13 | Tue 4/30/13 | tu Dang[25%] | 100% | ||||||||
| Check disbursement and KFS AP interface including layout change for precheck, cancellation, and check | Fri 3/1/13 | Tue 4/30/13 | tu Dang[15%] | 75% | ||||||||
| Fee amount change due to enrollment status change, and Fee assessment break-down | Wed 5/1/13 | Fri 5/31/13 | tu Dang[15%] | 75% | ||||||||
| Synchronization for check generation date and ledger posting date | Wed 5/1/13 | Fri 5/31/13 | tu Dang[15%] | 100% | ||||||||
| Write-off for uncollectible debts | Wed 5/1/13 | Fri 5/31/13 | tu Dang[15%] | 0% | ||||||||
| Summer Session for Invoices SSFEE and SSMISC, and DCSUMMER | Wed 5/1/13 | Fri 5/31/13 | Nasim Mohebbi[50%] | 100% | ||||||||
| Fund switch | Mon 6/3/13 | Fri 6/28/13 | tu Dang[15%] | 0% | ||||||||
| GL reconciliation between SBS and KFS | Mon 6/3/13 | Fri 6/28/13 | tu Dang[15%] | 0% | ||||||||
| Tax handling for non-resident gradaid recipient | Mon 7/1/13 | Wed 7/31/13 | tu Dang[15%] | 0% | ||||||||
| Reports listing out account fund | Mon 7/1/13 | Wed 7/31/13 | Nasim Mohebbi[50%] | 100% | ||||||||
| DWH upload for open receivables | Mon 6/3/13 | Fri 6/28/13 | tu Dang[50%] | 0% | ||||||||
| Tax Relief Act (TRA) system | Wed 1/2/13 | Sat 12/7/13 | Nasim Mohebbi[50%],james Hsu[50%] | 5% | ||||||||
| Mods to Finaid for TRA Eligible Gift Aid | Wed 1/2/13 | 5% | ||||||||||
| Mods to Gradaid for TRA Eligible Gift Aid | Wed 1/2/13 | 5% | ||||||||||
| Student Loan and Collections Re-write (Feeder) | Mon 7/2/12 | Sat 12/7/13 | i-rong Lin[50%],Calvin Yip[20%],lucy Zheng[80%] | 36% | ||||||||
| Functional Requirements Definition | Tue 5/1/12 | 80% | ||||||||||
| User Sign-off for Functional Requirements Document | Tue 5/1/12 | Tue 5/1/12 | 100% | |||||||||
| Data Modeling for SLC Re-write | 0% | |||||||||||
| Online Coding and Unit Test | 0% | |||||||||||
| Batch Coding and Unit Test | 0% | |||||||||||
| SfinSvcs - DEFT (Employee might convert to ucop, but Students will not) | Tue 5/1/12 | Mon 4/1/13 | Clintjames,modesto | 90%80% | ||||||||
| TDS - EPICS core financial Migrate from SAMS to KSR | Tue 54/12/1213Mon | Wed 4/13/13 | Clint | 90%80% | ||||||||
| TDS - Guest Reservation System HR | Tue 5/1/12 | Mon Wed 4/13/13 | Clint | 90%100% | ||||||||
| TDS - Mail Services Recharge HR QuickTemp (Feeder) | Tue 5/1/12 | Mon Wed 4/13/13 | ClintChrista | 90%100% | ||||||||
| TDS - Achohol Order, Stamp Order, Long-Term Storage, Receiving PU/Delivery, Bulkmail and Misc. (enter charge directly into KFS) OIT - Data Warehouse (Cognos) - Val will link main project plan | Tue 5/1/12Sun 12/1 | Wed 4/3/13 | 53% | |||||||||
| OIT - Telecommunication (Feeder) | Mon 4/23/12 | Thu 9/12/13 | Clintanthony | 0%100% | ||||||||
| TDS - Citation Management? RMS | Tue 5/1/12 | Sun 12Wed 4/13/13 | Clint | 20% | TDS - Event Contracts System?anthony,nancy m | 100% | ||||||
| Telephone Billing | Tue 5/1/12 | Sun 12Wed 4/13/13 | Clintshelly,anthony | 0%100% | ||||||||
| TDS - Authorize.net modules (related PI Report (Feeder) | Tue 5/1/12 | Sat 12/1/12 | Clintalvin | 95%70% | ||||||||
| AFS Convert application | Tue 5/1/12 | Mon 4Sat 12/1/1312 | alvin | 50%80% | ||||||||
| AFS - C&G Billing (Feeder) Migrate from SAMS to KSR | Tue 5/1/12 | Mon 4Sat 12/1/13 | jane,tony c. | 100% | AFS - Payroll Certification12 | alvin | 60% | |||||
| Parking & Transportation - TDS Systems (Feeder) | Tue 5/1/12 | Mon 4/1/13 | ? | 0% | Facilities (Feeder) | Mon 8/6/12 | Sat 4/20Sun 12/1/13 | Clint | 92%53% | |||
| FM - Ipool - XML Upload to Kuali (Feeder) | Mon 8/6/12 | Fri 9/14/12 | jyoti/alvin TDS - Financial Core (New System) | Tue 5/1/12 | Sat 12/1/12 | Clint | 95% | |||||
| FM - Utilities Master Excel Spreadsheet | Mon 8/6/12 | jyoti/alvin | 90% | FM - Workorder Printing | Mon 8/6/12 | jyoti/alvin TDS - Antpark | Tue 5/1/12 | Mon 4/1/13 | Clint | 90% | ||
| FM - Adhoc queries | Mon 2/25/13 | Sat 4/20 TDS - EPICS - collections module | Tue 5/1/12 | Mon 4/1/13 | tammyClint | 90% | ||||||
| FM - Financial ReportMon 2/25 TDS - EPICS core financial | Tue 5/1/12 | Mon 4/1/13 | Clint | 90% | ||||||||
| FM - Job ReportMon 2/25 TDS - Guest Reservation System | Tue 5/1/12 | Mon 4/1/13 | Clint | 90% | ||||||||
| FM - Portfolio Updates (could be switched off temporarily) | Mon 2/25/13 | 90% | ||||||||||
| FM - Projects Report | Mon 2/25/13 | 90% | ||||||||||
| FM - Renovation Report (tentative, may be replaced) | Mon 2/25/13 | 90% | ||||||||||
| Graduate Division | Fri 7/1/11 TDS - Mail Services Recharge | Tue 5/1/12 | Mon 4/1/13 | Clint | 90% | |||||||
| TDS - Achohol Order, Stamp Order, Long-Term Storage, Receiving PU/Delivery, Bulkmail and Misc. (enter charge directly into KFS) | Tue 5/1/12 | Sun 12/1/13 | Clint | 8%0% | ||||||||
| GD - Fellowship Web Application (enhance to handle FS * KFS FAU info) TDS - Citation Management? | Tue 5/1/12 | Mon 4Sun 12/1/13 | eric tClint | 5%20% | ||||||||
| GD - GradAid Backend ProcessingFri 7 TDS - Event Contracts System? | Tue 5/1/1112 | Fri 11Sun 12/291/13 | eric tClint | 0% | ||||||||
| GD - GradAid Fellowships (enhace to handle FS & KFS FAU info) TDS - Authorize.net modules (related | Tue 5/1/12 | Mon 4Sat 12/1/1312 | eric tClint | 0%95% | ||||||||
| GD - GradAid Remission (enhance to handle FS & KFS FAU info) AFS | Tue 5/1/12 | Mon 4/1/13 | eric t | 0%50% | ||||||||
| GD - GradAid Reports (enhance to handle FS & KFS FAU info AFS - C&G Billing (Feeder) | Tue 5/1/12 | Mon 4/1/13 | eric t | 0%jane,tony c. | 100% | |||||||
| GD - GradAid SBS DirectConnect Interface AFS - Payroll Certification | Tue 5/1/12 | Mon 4/1/13 | eric t? | 0% | ||||||||
| GD - GradAid Surf-Postdoc (enhance to handle FS & KFS FAU info)Tue 5/1 Facilities (Feeder) | Mon 8/6/12 | Mon Sat 4/120/13 | eric t | 0%92% | ||||||||
| GD - Graduate Student Support | Tue 5/1/12 | Mon 4/1/13 | eric t | 80% | ||||||||
| GD - OGSNightJob | eric t | 0% | ||||||||||
| GD - Tuition Fee Remission System | Tue 5/1/12 | Mon 4/1/13 | eric t | 0% | ||||||||
| GD - GradDiv Database Queries (Moderate - Enhancements to numerous queries to also use KFS Account line detail) | Fri 7/1/11 | Sun 12/1/13 | eric t | 7% | ||||||||
| GD - OGSA CCCS Profile | eric t | 0% | ||||||||||
| GD - TRA Reporting | Fri 7/1/11 | Sun 12/1/13 | eric t | 8% | ||||||||
| GD - UCOP Financial Input File (Extract to handle FS and KFS FAU info) | Fri 7/1/11 | Sun 12/1/13 | eric t | 7% | ||||||||
| Gift Form | Tue 5/1/12 | Mon 4/1/13 | jane | 0% | ||||||||
| OIT - Mobius Reports | Tue 5/1/12 | Mon 4/1/13 | ? | 0% | ||||||||
| Office of Research FM - Ipool - XML Upload to Kuali (Feeder) | Mon 8/6/12 | Fri 9/14/12 | jyoti/alvin | 95% | ||||||||
| FM - Utilities Master Excel Spreadsheet | Mon 8/6/12 | jyoti/alvin | 90% | |||||||||
| FM - Workorder Printing | Mon 8/6/12 | jyoti/alvin | 90% | |||||||||
| FM - Adhoc queries | Mon 2/25/13 | Sat 4/20/13 | tammy | 90% | ||||||||
| FM - Financial Report | Mon 2/25/13 | 90% | ||||||||||
| FM - Job Report | Mon 2/25/13 | 90% | ||||||||||
| FM - Portfolio Updates (could be switched off temporarily) | Mon 2/25/13 | 90% | ||||||||||
| FM - Projects Report | Mon 2/25/13 | 90% | ||||||||||
| FM - Renovation Report (tentative, may be replaced) | Mon 2/25/13 | 90% | ||||||||||
| Graduate Division | Fri 7/1/11 | Sun 12/1/13 | 8% | |||||||||
| GD - Fellowship Web Application (enhance to handle FS * KFS FAU info) | Tue 5/1/12 | Sun 12Mon 4/1/13 | eric t | 27%5% | ||||||||
| OR - ARRA Web Reporting SystemTue 5 GD - GradAid Backend Processing | Fri 7/1/1211 | Mon 4Fri 11/129/13 | eric t | 0% | ||||||||
| OR GD - ARS System GradAid Fellowships (enhance enhace to handle FS & KFS FAU info) | Tue 5/1/12 | Mon 4/1/13 | eric t | 2%0% | ||||||||
| OR - Award eSynopsis GD - GradAid Remission (enhance to handle FS & KFS FAU info) | Tue 5/1/12 | Mon 4/1/13 | eric t | 0% | ||||||||
| OR - BMTA System GD - GradAid Reports (enhance to handle FS & KFS FAU info) | Tue 5/1/12 | Mon 4/1/13 | eric t | 0% | ||||||||
| OR - Contracts & Grants Online Program GD - GradAid SBS DirectConnect Interface | Tue 5/1/12 | Mon 4/1/13 | eric t | 0% | ||||||||
| OR - HPS IRB Fee Recharge GD - GradAid Surf-Postdoc (enhance to send trans directly to KFS) (Feeder)handle FS & KFS FAU info) | Tue 5/1/12 | Mon 4/1/13 | eric t | 100%0% | ||||||||
| OR - SCRC Recharge System GD - Graduate Student Support | Tue 5/1/12 | Mon 4/1/13 | eric t | 80% | ||||||||
| GD - OGSNightJob | eric t | 0% | ||||||||||
| OR GD - SPA System (many changes)Tuition Fee Remission System | Tue 5/1/12 | Mon 4/1/13 | eric t | 0% | ||||||||
| OR - ULAR Animal Order Request System (enhance to handle FS & KFS FAU info) | Tue 5/1/12 | Mon 4/1/13 | eric t | 100% | OR - ULAR Cage Card Recharge (enhance to send trans directly to KFS) (Feeder) | Tue 5/1/12 | Mon 4 GD - GradDiv Database Queries (Moderate - Enhancements to numerous queries to also use KFS Account line detail) | Fri 7/1/11 | Sun 12/1/13 | eric t | 7% | |
| GD - OGSA CCCS Profile | eric t | 0% | ||||||||||
| GD - TRA Reporting | Fri 7/1/11 | Sun 12/1/13 | eric t | 100%8% | ||||||||
| OR - Request for Approval to Spend FundsTue 5 GD - UCOP Financial Input File (Extract to handle FS and KFS FAU info) | Fri 7/1/1211 | Sun 12/1/13 | eric t | 11%7% | ||||||||
| SNAP Gift Form | Tue 5/1/12 | Mon 4/1/13 | sonjajane | 0% | ||||||||
| eDocs: Shredding, Scanning and Misc. (Provide a total recharge amt and enter directly into KFS) OIT - Mobius Reports | Tue 5/1/12 | Sun 12Mon 4/1/13 | linh nguyen? | 100% | Non-OIT units to migrate their systems0% | |||||||
| Office of Research | Tue 5/1/12 | Sun 12/1/13 | 71% | |||||||||
| UCOP (Feeder) | Tue 5/1/12 | Tue 10/1/13 | jarrod | 60% | ||||||||
| Bookstore Recharges (Book, TOES) | Fri 5/18/12 | Fri 5/18/12 | 100% | |||||||||
| AD Document in KFS | Fri 5/18/12 | Fri 5/18/12 | maria | 100% | ||||||||
| IB Document in KFS | Fri 5/18/12 | Fri 5/18/12 | maria | 100% | ||||||||
| Biological Sciences | Mon 4/1/13 | Tue 4/30/13 | 50% | |||||||||
| SB Document in KFS | Mon 4/1/1327% | |||||||||||
| OR - ARRA Web Reporting System | Tue 5/1/12 | Mon 4/1/13 | eric t | 0% | ||||||||
| OR - ARS System (enhance to handle FS & KFS FAU info) | Tue 5/1/12 | Mon 4/1/13 | eric t | 2% | ||||||||
| OR - Award eSynopsis | Tue 5/1/12 | Mon 4/1/13 | eric t | 0% | ||||||||
| OR - BMTA System | Tue 5/1/12 | Mon 4/1/13 | eric t | 0% | ||||||||
| OR - Contracts & Grants Online Program | Tue 5/1/12 | Mon 4/1/13 | eric t | 50% | EH&S 0% | |||||||
| OR - HPS IRB Fee Recharge (enhance to send trans directly to KFS) (Feeder) | Mon 4Tue 5/1/1312 | Tue Mon 4/301/13 | eric t | 100% | ||||||||
| IB Document in KFSMon 4 OR - SCRC Recharge System | Tue 5/1/1312 | Mon 4/1/13 | maria,modesto | 100% | Physical Sciences (Feeder) | Mon 4eric t | 0% | |||||
| OR - SPA System (many changes) | Tue 5/1/1312 | Tue Mon 4/301/13 | tory grazianoeric t | 50%0% | ||||||||
| SRDV (Online Reports - SM) | Fri 5/18/12 | Fri 5/18/12 | 0% | |||||||||
| UPS (University Physicians & Surgeons) | Fri 5/18/12 | Fri 5/18/12 | Cyndy | 50% | ||||||||
| DV Upload | Fri 5/18/12 | Cyndy | 50% | |||||||||
| Learning and Academic Resource Center to SBS Feeds OR - ULAR Animal Order Request System (enhance to handle FS & KFS FAU info) | Tue 5/1/12 | Mon 4/1/13 | eric t | 100% | ||||||||
| OR - ULAR Cage Card Recharge (enhance to send trans directly to KFS) (Feeder) | Tue 5/1/12 | Mon 4/1/13 | eric t | 100% | ||||||||
| OR - Request for Approval to Spend Funds | Tue 5/1/12 | Sun 12/1/13 | 11% | |||||||||
| SNAP | Tue 5/1/12Sat 12 | Mon 4/1/1213 | i-rongsonja | 100%0% | ||||||||
| Library (Feeder eDocs: Shredding, Scanning and Misc. (Provide a total recharge amt and enter directly into KFS) | Tue 5/1/12 | Sat Sun 12/1/1213 | beth woottenlinh nguyen | 99% | PDP Upload100% | |||||||
| Non-OIT units to migrate their systems | Tue 5/1/12Tue 5 | Sun 12/1/1213 | archana chaudri | 100%71% | ||||||||
| SOM Decision SupportUCOP (Feeder) | Tue 5/1/12Sat 12 | Tue 10/1/1213 | joejarrod | 33%60% | ||||||||
| UCIMC (FeederBookstore Recharges (Book, TOES) | Tue Fri 5/118/12Sat 12 | Fri 5/118/12 | keiko,jason | 64%100% | ||||||||
| KFS to SMS GL transaction feedTue AD Document in KFS | Fri 5/118/12Sat 12 | Fri 5/118/12 | keikomaria | 100% | ||||||||
| KFS to AMS check number feedTue 5/1 IB Document in KFS | Fri 5/18/12 | Sat 12Fri 5/118/12 | keikomaria | 100% | ||||||||
| KFS to AMS vendor feedTue 5Biological Sciences | Mon 4/1/1213Sat 12 | Tue 4/130/1213 | keiko | 100%50% | ||||||||
| AMS to KFS collector batch uploadTue 5 SB Document in KFS | Mon 4/1/1213Sat 12 | Mon 4/1/1213 | keiko | 0%50% | ||||||||
| AMS to KFS payment uploadTue 5EH&S (Feeder) | Mon 4/1/1213Sat 12 | Tue 4/130/1213 | keiko | 20%100% | ||||||||
| UNEX applicationsTue 5 IB Document in KFS | Mon 4/1/1213Sat 12 | Mon 4/1/1213 | maria,modesto | 85%100% | ||||||||
| Summer Session Physical Sciences (Feeder) | Tue 5Mon 4/1/12 | tom | 85% | Extension (Feeder) | Wed 5/213 | Tue 4/30/13 | tory graziano | 50% | ||||
| SRDV (Online Reports - SM) | Fri 5/18/12 | Fri 5/18/12 | tom | 85% | ||||||||
| Pharm Sci Tracking System | Tue 5/1/12 | Sun 12/1/13 | amy ruth,jason lin | 100% |
Regarding KFS conversions for Help desk related systems, I am having difficulty getting answers to my questions so I can proceed with conversion. Neither Nancy nor KFS@uci.edu has responded to the most critical questions. Below is a copy of email I sent earlier this month, with a few answered questions removed.
I also need to ensure the terminology is used (or not) in the same way. For example, yesterday I heard an unconfirmed rumor that the KFS sub-account field is roughly equivalent to the current GL “sub” field, and is of little consequence.
Should the current data flow of transactions from Help Desk → paper! → Business Office → RMS à (GL soon KFS) be continued? (Nancy or Marie must decide)
Will we utilize Control Accounts? (KFS question)
Is the meaning of Principal Investigator unchanged? Or is this now a Fiscal Officer or Account Supervisor? (KFS question)
Is the role of bookkeeper/Account Controller now termed the Account Manager? Will “Account Controller” exist? (KFS question)
Who can approve the specs / change request as complete and correct? (Nancy, Marie, or KFS)
Who is responsible for defining the scope of work and approving planned changes? (Nancy, Marie, or KFS)
Below is my current understanding of the data we will have to collect for a KFS “recharge”. Is it correct?
Field Name | Required | Type | Description/comment |
Chart | Yes | Char(2) | Location UC - UCOP SW - Systemwide IR - Irvine campus MC - UCIMC PL - Plant
We expect mostly IR & MC |
Account | Yes | Char(7) the values are all numeric/integer | replaces FS account-fund |
sub - Account | No | Char(5) alphanumeric | defined by dept |
Object | Yes | Char(4) alphanumeric | Is this similar to current object code? What will the new code structure be? |
sub - Object | ?? | Char(4) alphanumeric | Will OIT utilize this field to track software type? |
Project | No | Char(10) ? | Is this at a given department’s discretion? |
Reference ID | No | Char (8) ? | Do we prompt for this, or is it auto-generated by KFS? (another rumor I head yesterday) |
Any others? | https://wiki.oit.uci.edu/display/UCIKFSPUB/How+to+Feed+Collector+Batch+Files |
...
| 0% | ||||
| UPS (University Physicians & Surgeons) | Fri 5/18/12 | Fri 5/18/12 | Cyndy | 50% |
| DV Upload | Fri 5/18/12 | Cyndy | 50% | |
| Learning and Academic Resource Center to SBS Feeds | Tue 5/1/12 | Sat 12/1/12 | i-rong | 100% |
| Library (Feeder) | Tue 5/1/12 | Sat 12/1/12 | beth wootten | 99% |
| PDP Upload | Tue 5/1/12 | Tue 5/1/12 | archana chaudri | 100% |
| SOM Decision Support | Tue 5/1/12 | Sat 12/1/12 | joe | 33% |
| UCIMC (Feeder) | Tue 5/1/12 | Sat 12/1/12 | keiko,jason | 64% |
| KFS to SMS GL transaction feed | Tue 5/1/12 | Sat 12/1/12 | keiko | 100% |
| KFS to AMS check number feed | Tue 5/1/12 | Sat 12/1/12 | keiko | 100% |
| KFS to AMS vendor feed | Tue 5/1/12 | Sat 12/1/12 | keiko | 100% |
| AMS to KFS collector batch upload | Tue 5/1/12 | Sat 12/1/12 | keiko | 0% |
| AMS to KFS payment upload | Tue 5/1/12 | Sat 12/1/12 | keiko | 20% |
| UNEX applications | Tue 5/1/12 | Sat 12/1/12 | 85% | |
| Summer Session (Feeder) | Tue 5/1/12 | tom | 85% | |
| Extension (Feeder) | Wed 5/2/12 | tom | 85% | |
| Pharm Sci Tracking System | Tue 5/1/12 | Sun 12/1/13 | amy ruth,jason lin | 100% |