Financials Upgrade Buzz! New Upgrade Manuals!

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


Go-Live: THANKSGIVING WEEKEND!


Just the Beginning

First Three Upgrade Manuals Posted: Grants

If you are curious about what to expect when you come back from Thanksgiving -- taking a look at the manuals Enterprise Business Services provides to end-users will give you more than just pictures of what the new 9.2 environment looks like.

EBS financials manuals are, and always have been, available on the EBS Financials Page for end-users to download and use at their convenience.

The first three manuals that have been completed for the 9.2 Financials Upgrade Project are Grants manuals. Go to the link above, scroll down to Grants, and look for the 2014 dates.

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How to Use EBS Manuals

EBS manuals do not train individual agency business processes. They are PeopleSoft manuals to teach end-users how to use the software. How your agency uses it and what your agency requires as data and input for the software is a business process and can vary greatly from agency to agency.

 

Best Practice

  • All manuals are Microsoft Word documents.
  • Download the manual you want.
  • Add your agency business processes in the appropriate spots within the manual.


And there you have it -- one resource that includes important technical information about the software AND your own agency rules!

NOTE: If there is a business process that is a statewide requirement and does not change in any way from agency to agency, it MAY be included in a manual.

 

Watch This Space

The plan for the project is to have all of the existing manuals you see at that link above updated and ready by October 1. Manuals for new functions and features are set to be completed by November 15. All of the manuals will be posted to the EBS Financials Page.


Query Hard Freeze Aug. 29

Next Steps for Queries Involve Communication

Did you heed the advice provided for the last couple of months?

Remember: 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.

In researching how to handle private queries for you, our end-users, the EBS Upgrade Team has made some important discoveries.

Check mark

First, all this hoopla about private queries has been out of an abundance of caution. There is a very good chance that queries may not be negatively impacted by the upgrade. It all depends on how complicated the query is and the location from which it gets information. If all those things running in the background are unchanged from 8.9 to 9.2, queries may transition without problems.

The Team has also discovered that EBS cannot access private queries. Every private query is just that -- private -- and belongs exclusively to the user who created it. This means that EBS cannot fix, correct, or even test private queries. They belong to the Query Managers.

As a result, the EBS Upgrade Team will be reaching out to users with Query Manager access to provide them with information. In addition to this, those who have received copied queries from Query Managers will also be receiving information from the EBS Upgrade Team.


PROJECT UPDATE:

Milestone Map

The EBS Upgrade Team is finishing up unit testing and transitioning into integration testing. Remember, unit testing involved testing all the different pieces of the system separately. Now it is time to start testing data as it flows from one piece to another. For those of you keeping track on the map above, we are on the far right edge of Building. Follow along on your own Milestone Map.

The Cache


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

 


Just the FAQs

What is Delta Training?

Delta Training is training in "what has changed". So, when you see a reference to Delta Training for the Upgrade Project -- it means it is limited to the differences between 8.9 and 9.2. All training resources for the Upgrade Project are Delta and are NOT for new user training. They do not meet the training requirements for security access for new users. 

What do you mean by fewer clicks?

As most of the articles have suggested, "fewer clicks" focuses on navigation. Whether you choose to use the already-familiar "favorites" option or use the new breadcrumbs and "recent" functionality, you should get where you need to go, faster. While there are tasks and pages within modules that have some click-savers -- that is not the case everywhere.


Training Info

Videos:

Navigation 9.2 Video

NEW Manuals:

COR430

COR431

COR432 

Coming Soon

E-Pro Requestor Video
Budget Detail Search Video
More updated manuals