BASIS Steering committee
W. David Wimberly
Bill Moody, Colleen Briney, Bill Overby and William Rains
BASIS September Status
September was spent adding TARGET features, testing, and fine tuning the Leave Accounting and General Journal Interface systems. The electronic transaction processing capabilities were demonstrated to core project personnel and these components were made available for their testing. We also enhanced the TARGET administration system, added needed features to our "List" program generation facility, and worked toward the completion of the suite of utility functions needed to support TARGET (proxy authorization being the last major piece). We have continueed to work with Joe Fournier to help him learn and understand the BASIS systems, which must be working since he has already produced documentation for two classes for our review. Computing Services is also currently in the process of recruiting an additional analyst to be assigned to the BASIS project.
There are no changes in this list since last month's report.
The primary development tasks remaining for Leave Accounting include completion and testing of the MSA Synchronization process, a thorough review of our existing documentation, and a review of Joe's documentation as it becomes available. We also plan to start analysis and development of an Hourly Time Sheet sub-system during October. See the schedule provided at the end of this report for detail information.
There are currently no major issues related to the development of the GJIM system.
The primary development tasks remaining for GJIM include testing of the batch functions, writing and integrating a text management facility for attaching notes to GJIM transactions, a thorough review of our existing documentation, and a review of Joe's documentation as it becomes available. We also plan to complete outstanding UPS enhancements and start analysis and development of a Travel Authorization sub-system and a new GL Test system during October. See the schedule provided at the end of this report for detail information.
The User maintenance function of NSM-MS was modified so that it would add a new user to Natural Security automatically. This will be a great time saver for the Tech Services folks that set up new IDs.
The conversion to "desk-based" security has gone very smoothly. The only problem might have been our neglect to go ahead and assign desks to users who did not previously have access to NSM applications. It turns out that these users may need that access in the future, and it could not be provided directly by the application owners until a user had a desk. An additional program was written and new desk IDs created for this last batch assignment (plant names were used this time).
Application owners/administrators were trained in the use of the modified NSM Maintenance System, as it affects them. We still plan to offer a class for departmental representatives that wish to administer the desks for their units; there were 10 volunteers for assuming this responsibility. This class may not be held until November.
Also related to the desk implementation was the development of a program to inactivate IDs for terminated employees and remove the desk assignment for employees that change budgetary units. This program uses payroll data for this purpose and will be executed for the first time in late October. A letter was written to notify departments that will have IDs inactivated that are currently being used. This was done to allow the departments time to request IDs for the active employees rather than using old IDs. Interestingly, we also discovered that there are several IDs issued to people who are not university employees, and thus we will have no way to know when their need for those IDs no longer exists.
The LOGON screen was modified so that it notifies a user when the desk assigned the user has TARGET transactions that are pending his/her review and when the user has any personal notices. Currently the only notices that exist are automatically generated for the originator of a transaction whenever a transaction is rejected during the review process.
Other TARGET work included some enhancement of the TARGET administration application, fixing the "help" for some fields, and a great deal of work on the proxy authorization facility (extreme effort is being taken to make this as easy to use as possible, which is not a simple task since these entries are time oriented).
There are still several remaining task in this area: the TARGET program models need a close review and cleanup, a facility for handling transactions which are no longer valid at the time of review needs to be developed, macros for generating TARGET programs need to be developed, further enhancements are undoubtedly needed within the TARGET administration application, and the TARGET administrator needs to be trained.
All three list facilities were enhanced to work with a special type of ADABAS data: indexes constructed from multiple occurring fields or fields defined within periodic repeating groups. This will allow us to generate many list programs without requiring special modifications.
See the attached schedule for detail information.
Please feel free to raise any questions or concerns prompted by this report.