Financials Upgrade Buzz! Private Query Update

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Go-Live: THANKSGIVING WEEKEND!


Private Queries

Tasks for users to complete before Go-Live

So far, testing shows that queries are working well. However, as stated previously, EBS cannot quarantee that all private queries will transition from 8.9 to 9.2. To assist users with this possible issue, the EBS Upgrade Team has put together a plan of action for users to take to prepare for and then remedy any problems they encounter with private queries.

In the next few days Query Managers and Viewers will receive an email with instructions regarding the actionsthey need to take. As stated previously, EBS cannot access private user queries. This means EBS cannot make corrections or fix broken private queries after the upgrade.  

Query Managers:

  • You will be asked to run each of your mission critical private queries in the current 8.9 environment prior to Thanksgiving weekend (before we upgrade to 9.2).
  • You will be provided a list of these copied queries and the users to whom you made copies. 
  • You will be responsible for identifying and fixing any and all errors in these queries in 9.2. 
  • You will also need to fix errors identified by query viewers to whom you previously copied a query. 

The emails sent to the Query Managers from the EBS Upgrade Team will contain step-by-step instructions on how to proceed. The Team encourages all Query Managers to take action to prepare for Go-Live.

Query Viewers:

  • You will be asked to run each of your mission critical private queries in the current 8.9 environment prior to Thanksgiving weekend (before we upgrade to 9.2)
  • Run the same queries again in the new 9.2 environment after completion of the upgrade. 
  • For those queries in which you identify an error, you will need to contact the query manager who copied the query to you in order to have it fixed.

The emails sent to the Query Viewers from the EBS Upgrade Team will also contain step-by-step instructions on how to proceed. The Team encourages viewers to take action to prepare for Go-Live.

Reminders and other notifications will be provided via the Financials Upgrade Buzz newsletter -- so WATCH THIS SPACE for updates!


Manuals, Manuals, Manuals

Additional resources post for end-users

Several new resources are posted and available to give you an advance look at 9.2. New manuals from a variety of modules launched on the web this week.

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

Just look for manuals and resources with a 2014 date.

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!

EBS Videos

Don't forget to take a look at all of the 9.2 Financials Upgrade Delta Training Videos here.

The EBS Upgrade Team encourages all users to review the videos -- regardless of the content -- in order to get a look at the new 9.2 environment. 


PROJECT UPDATE:

Milestone Map

UAT starts next week! The EBS Upgrade Team is looking forward to working with our agency partners to put 9.2 through its paces.

Look for updated information about adjustments to the overall project goals and scope in the coming weeks. If you remember, way back on May 30, the Upgrade Team started reviewing and studying some of the new bells and whistles available in 9.2. Their goal was to figure out the best practices for the uses and implementation of the new functions. Some decisions have been made. Watch this space!

For those of you keeping track on the map above, we have finally reached Testing. Follow along on your own Milestone Map.

The Cache


Dear Upgrade...

Do you have a question, comment, or suggestion?

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

 


Just the FAQs

What is Delta Training?

Delta Training means training the differences between 8.9 and 9.2.

What do you mean by fewer clicks?

As most of the articles have suggested, "fewer clicks" focuses on navigation.

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.

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. 


Training Info

Videos:

Navigation 9.2 Video

Budget Detail Search Video

Information Icon Video

Incomplete Voucher Video

Manuals:

COR430      COR411   COR417  

COR431      COR414   COR451

COR432      COR415   COR437

COR403      COR412   COR416

COR433      COR406   COR412

COR416      COR434   COR438

COR405      COR436   COR435

Coming Soon

E-Pro Requestor Video

More updated manuals

Upgrade robot running