Financials Upgrade Buzz! BIG Benefit Spotlight

Hi! I'm Upgrade! Follow me to Peoplesoft 9.2!


Go-Live: THANKSGIVING WEEKEND!


BIG Benefit Spotlight:

Fewer Clicks - Getting You There Quicker

Computer mouse.

One of the biggest complaints about the current version of PeopleSoft Financials is that it takes lots and lots of clicks to get anywhere in the system. The new version doesn't reduce the clicks to a "one-click utopia", but  PeopleSoft Financials 9.2 does offer some new features that will enable you to get where you need to go -- with fewer clicks.

If you take a look at the Navigation 9.2 Video you will get a look at the "Recent" option. It works just like the Recent tab in Word or Excel -- it stores a certain number of the locations you most recently visited.

The video will also show you the breadcrumbs that open along the top of the screen. Instead of returning all the way back to the root menu to get to a different spot, if the spot you want is in the breadcrumbs, you can go directly to it with just a click.

And don't forget the old standard -- Favorites -- you will be able to set up favorites in the new version, just like you did in the one you have now, so you can customize your experience.


Progress: Bug-Hunt 1.0 Winding Down

Upgrade defeats bug.

Unit testing is winding down, as the testers are finding fewer and fewer bugs. Don't forget, unit testing involves testing only the enhancements that are unique to the State of Oklahoma to make sure that everythng ends up where it is supposed go. When they find a misstep -- it is called a bug and it has to be eliminated and retested.
Once this is complete, the Upgrade Team will move into Integration Testing, which will take all these enhancements and plug them into the full version of 9.2 with our data and see what happens. This will start
Bug-Hunt 2.0, as finding bugs at this stage is critical to the environment you, as users, will eventually see. 


Survival Guide to Go-Live - DON'T FORGET!

Hard Freeze August 29

Any queries -- public or private -- created, modified, copied, etc., after August 29, 2014, WILL NOT be available in the new 9.2 version when it goes live.

What You Can Do To Prepare:

  1. Mark your calendar NOW! "Aug. 29 - Query Freeze".
  2. Do NOT build, modify, or copy queries after Aug. 29.
  3. Understand that any queries you build, modify, copy, or receive after Aug. 29 will not be available once we Go-Live.
  4. For Query Managers, if you must build, edit, or copy, decide how you plan to handle those queries after Aug. 29.
  5. Notify people you regularly assist with new queries -- let them know how you, as a Query Manager, plan to handle your queries after Aug. 29.
  6. Do not wait until Aug. 29 to develop a plan or to execute a plan.
  7. If you MUST build, modify, copy, or receive a query after Aug. 29, record the information about it: the name, data included, where it came from, is it public or private?

Don't forget! Queries you provide to others after Aug. 29 will have to be rebuilt and tested thoroughly by you, as the Query Manager, once we are live. Because private queries, are just that -- private -- EBS is limited in what it can do to assist individual users with private queries.

REMEMBER: Public Queries that exist prior to Aug. 29 will be carried over into the upgraded environment, so keep notes on modifications and distribution you may do after Aug. 29.

How is EBS attempting to address private queries that currently exist? See the June 12 Financials Buzz


Private Query Update

The EBS Upgrade Team contacted 511 users regarding mission critical queries. Users identified 1,527 queries they believe are mission critical. That's a lot of mission critical queries. The Team is currently looking at this number, and the queries themselves, to determine how to proceed. We thank you for your assistance and your feedback - watch this space for future updates!

The Cache

The links below will take you to the previous announcements.


Dear Upgrade...

Do you have a question, comment, or suggestion?

Send Upgrade a message at upgrade.robot@omes.ok.gov

 

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Just the FAQs

Why is Aug. 29 important?

This is the hard freeze date for all new queries in PeopleSoft Financials. If at all possible, avoid creating, modifying or copying queries, as the information will not be available post Go-Live.

 

When will we Go-Live?

 Thanksgiving Weekend!

 

What is a Public Query?

A Public Query is a query -- or report -- built and posted within a PeopleSoft module for anyone with access to that module to use. They are typically queries that provide information a wide variety of users find helpful. 

 

What is a Private Query?

A Private Query is a query -- or report -- built by an individual user with Query Manager training and security access. These queries can only be accessed and modified by their creators. They can also be copied to other users.


Training Info

Coming Soon....

  • Then/Now screenshots
  • Updated manuals
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