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Unit_Readiness_Checklist

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									                                                                                                              EBS Unit Readiness Checklist


                                                  Level of                                                                                                                                          Current Actual
Task #                    Task                    Impact                  Minimum "Pass" Status                  Start Date    Due Date                           Workaround                            Status     Comments
                                                               Key staff are assigned relevant roles in the
                                                               system so that they are able to perform
      1 Roles Assigned                            C            their job duties.                                    5/5/2010         6/22/2010 None exist.
        Rolemapping data clean up and                          Assigned roles have been reviewed and                                           Move forward with roles submitted in June
      2 validation                                H            approved.                                           7/21/2010         8/16/2010 2010, with no approval.

                                                                                                                                               If blank, Unit Time Entry Specialist or Unit Time
                                                               Employees have reporting relationships                                          Administrator will have to ensure time is entered
      3 Reporting Relationships Submitted         C            assigned.                                           7/23/2010         8/16/2010 and approved so that the employee is paid.
                                                               If employee does not work an 8-hour day, 5-
                                                               day work week, his schedule must be
      4 Work Schedules Submitted                  C            submitted.                                          7/23/2010         8/16/2010 Standard 8 hour day, 5 day week is loaded.
                                                               Key staff without HR or Finance enterprise                                      Staff with HR and/or Finance enterprise roles can
      5 BI Roles submitted                        H            roles are assigned BI roles.                        7/23/2010         8/20/2010 run reports.
                                                                                                                                               Staff that have completed training will have to
                                                                                                                                               support the unit until the rest of the staff are
      6 Staff are completing training             H            Key roles are trained.                               9/1/2010        10/13/2010 trained.

        MAU Readiness Assessment submitted                     MAU summary assessment is submitted by
      7 to EBSP by Change Agent Lead              H            the due date.                                       10/1/2010       10/13/2010 None exist.
        Fiscal Officer assigned to accounts                    Accounts' fiscal officers have been                                 10/22/2010
      8 edited/validated                          H            validated and modified as needed.                   10/1/2010       10/26/2010 Retain NetIDs originally submitted

        Account Supervisor roles                               Accounts' Account Supervisors have been                             10/22/2010 Populate with MAU Budget Officer NetID's; if
      9 edited/validated                          M            validated and modified as needed.                   10/1/2010       10/26/2010 also fiscal officer, replace with Dean's NetID
                                                               Hardware & operating system for key staff
                                                               meets minimum requirements provided by
                                                               EBSP.                                                                           Staff whose systems meet requirements will
                                                               (http://www.ebsp.msu.edu/technical_speci                                        have to perform work until the rest of the staff's
    10 Workstation requirements verified       H               fications/index.htm)                                10/8/2010        10/29/2010 workstations can be upgraded.
       Cutover plans shared with staff. Campus
       Cutover Calendar:
       (http://ebsp.msu.edu/tools_and_resour
       ces/index.htm#Campus Cutover                            Key staff have been provided deadlines and                                      Staff can obtain information proactively via EBSP
    11 Calendar)                               C               interim (delta) processes.                        10/14/2010         10/29/2010 web site.


Level of Impact: C = critical; H = high; M = medium; L = low                                                     Updated:12/02/2010                                                                                           1
                                                                                                              EBS Unit Readiness Checklist


                                                  Level of                                                                                                                                        Current Actual
Task #                    Task                    Impact                 Minimum "Pass" Status                   Start Date    Due Date                           Workaround                          Status     Comments
       Check cutover plan for date changes and
       new activities. Campus Cutover
       Calendar:
       (http://ebsp.msu.edu/tools_and_resour
       ces/index.htm#Campus Cutover                            Updates are shared in MAU and internal
    12 Calendar)                               H               working checklists are updated accordingly.         11/1/2010         11/1/2010 None exist.
       HR Workflow Submitted.
       (http://www.ebsp.msu.edu/tools_and_r
       esources/index.htm#atyoursideconsulti                   It is critical that HR workflow is submitted                          11/8/2010 None exist. Documents will not route if
    13 ng.)                                    C               or documents will not route.                        10/1/2010         11/2/2010 workflow is not established.
       Check cutover plan for date changes and
       new activities
       (http://ebsp.msu.edu/tools_and_resour
       ces/index.htm#Campus Cutover                            Updates are shared in MAU and internal                               10/29/2010
    14 Calendar)                               H               working checklists are updated accordingly.         11/8/2010         11/8/2010 None exist.
                                                                                                                                               Staff that have completed training will have to
                                                                                                                                    11/10/2010 support the unit until the rest of the staff are
    15 Assess staff training completion status    H            Key roles are trained.                              11/1/2010         11/5/2010 trained.

       MAU Readiness Assessment submitted                      MAU summary assessment is submitted by                               11/10/2010
    16 to EBSP by Change Agent Lead            H               the due date.                                       11/1/2010         11/5/2010 None exist.
       Check cutover plan for date changes and
       new activities
       (http://ebsp.msu.edu/tools_and_resour
       ces/index.htm#Campus Cutover                            Updates are shared in MAU and internal
    17 Calendar)                               H               working checklists are updated accordingly.       11/15/2010         11/15/2010 None exist.


                                                                                                                                 Mid November
    18 Interfaces tested (where applicable)    C               Interface passes end to end test.                    9/1/2010       11/15/2010 None exist
       Check cutover plan for date changes and
       new activities.
       (http://ebsp.msu.edu/tools_and_resour
       ces/index.htm#Campus Cutover                            Updates are shared in MAU and internal
    19 Calendar)                               H               working checklists are updated accordingly.       11/22/2010         11/22/2010 None exist.


Level of Impact: C = critical; H = high; M = medium; L = low                                                     Updated:12/02/2010                                                                                         2
                                                                                                           EBS Unit Readiness Checklist


                                                  Level of                                                                                                                                      Current Actual
Task #                    Task                    Impact                 Minimum "Pass" Status                Start Date    Due Date                           Workaround                           Status     Comments
       Check cutover plan for date changes and
       new activities.
       (http://ebsp.msu.edu/tools_and_resour
       ces/index.htm#Campus Cutover                            Updates are shared in MAU and internal
    20 Calendar)                               H               working checklists are updated accordingly.    11/29/2010         11/29/2010 None exist.

       Roles Approved by Security                              Roles have been reviewed and approved by                          11/30/2010
    21 Administrator                              C            the Security Administrator.                    11/13/2010          12/1/2010 Dean or Director approves.

                                                               Purchase orders no longer needed have
                                                               been canceled so they will not need to be
                                                               converted to EBS. This task is no longer
    22 P.O. clean-up complete                  L               needed (updated 10/21/2010).                      9/1/2010        11/30/2010 None exist
       Check cutover plan for date changes and
       new activities.
       (http://ebsp.msu.edu/tools_and_resour
       ces/index.htm#Campus Cutover                            Updates are shared in MAU and internal
    23 Calendar)                               C               working checklists are updated accordingly.      12/6/2010        12/6/2010   None exist.
                                                                                                                                 12/8/2010   Staff that have completed training will have to
                                                                                                               12/1/2010         12/3/2010   support the unit until the rest of the staff are
    24 Assess staff training completion status    H            Key roles are trained.                         11/29/2010         12/8/2010   trained.
                                                                                                                                 12/8/2010
       MAU Readiness Assessment submitted                      MAU summary assessment is submitted by          12/1/2010         12/3/2010
    25 to EBSP by Change Agent Lead               H            the due date.                                  11/29/2010        12/10/2010   None exist.
                                                               Staff has been provided checklist of
                                                               activities that need to take place on Day                        12/10/2010 Staff can obtain information proactively via EBSP
    26 Day One checklists distributed           C              One.                                             12/1/2010       12/15/2010 web site.
       Check cutover plan for date changes and
       new
       activities.(http://ebsp.msu.edu/tools_an
       d_resources/index.htm#Campus                            Updates are shared in MAU and internal
    27 Cutover Calendar)                        C              working checklists are updated accordingly.    12/13/2010         12/13/2010 None exist.




Level of Impact: C = critical; H = high; M = medium; L = low                                                  Updated:12/02/2010                                                                                          3
                                                                                                          EBS Unit Readiness Checklist


                                                   Level of                                                                                                                                Current Actual
Task #                    Task                     Impact               Minimum "Pass" Status                 Start Date     Due Date                          Workaround                      Status     Comments
                                                               Staff assigned as Time Entry Specialist,
                                                               Time Administrator, HR Fund Approver, or
                                                               Manager Self Service, must have SAP GUI                        Early December
    28 SAP GUI downloaded and installed            C           available.                                     11/18/2010          12/23/2010 None exist


                                                               Staff have launched SAP GUI to confirm it is                    Mid December
    29 SAP GUI tested                              C           loaded and accessible.                         11/18/2010         12/23/2010 None exist

       Internal support tree identified &                      Staff know how to get help when working                         Mid December Staff can obtain assistance using resources
    30 communicated                            M               in the new system.                              12/7/2010         12/23/2010 shared in training.
       Check cutover plan for date changes and
       new activities.
       (http://ebsp.msu.edu/tools_and_resour
       ces/index.htm#Campus Cutover                            Updates are shared in MAU and internal
    31 Calendar)                               C               working checklists are updated accordingly.    12/20/2010         12/20/2010 None exist.

         Application owners and report
         developers have received production
         information to test connection to                     Application owners and report developers                                     Some data can be found in KFS/SAP or on a
    32   MSUEDW (tnsnames and ID)                  C           have access to critical data and/or reports. TBD                  12/26/2010 Cognos report
         Check cutover plan for date changes and
         new activities
         (http://ebsp.msu.edu/tools_and_resour
         ces/index.htm#Campus Cutover                          Updates are shared in MAU and internal
    33   Calendar)                                 C           working checklists are updated accordingly.    12/27/2010         12/27/2010 None exist.
         Understand where to retrieve reports                  Department representatives have
         that are currently provided in Doc                    participated in "Use and Run Standard
         Viewer (e.g. Fund Ledger, Labor                       Reports" course and is familiar with the                                      Staff can obtain information as needed via
    34   Distribution).                            C           report reference guide                             9/1/2010          1/4/2011 course materials.
         Application owners and report
         developers begin pulling feeds from the               Application owners and report developers                                      Data can be found in KFS/SAP or data may be
    35   production MSUEDW                         C           have access to critical data and/or reports. TBD                     1/4/2011 found on a Cognos report




Level of Impact: C = critical; H = high; M = medium; L = low                                                  Updated:12/02/2010                                                                                     4
                                                                                                           EBS Unit Readiness Checklist


                                                  Level of                                                                                                                                        Current Actual
Task #                    Task                    Impact                 Minimum "Pass" Status                Start Date    Due Date                            Workaround                            Status     Comments

                                                                                                                                            Delegates (if they exist) will have to perform
                                                               Fiscal officers are assigned to each account                                 duties until the Fiscal Officer is trained, however
    36 Fiscal Officer(s) Trained                  C            are trained.                                      9/1/2010          1/4/2011 the delegates must be trained to do so.
                                                                                                                                            Organization's HR Unit Time Administrator will
                                                               One HR Unit Time Entry Specialist in the                                     have to enter and approve all time until Time
    37 Time Entry Specialist(s) Trained           H            organization is trained.                          9/1/2010        12/28/2010 Entry Specialist is trained.

                                                                                                                                            Organization's back-up HR Unit Time
                                                                                                                                            Administrator will have to perform duties until
                                                               Organization's HR Unit Time Administrator                                    the HR Unit Time Administrator is trained,
    38 Time Administrator(s) Trained              C            is trained.                                       9/1/2010        12/28/2010 however the back-up must be trained to do so.

                                                                                                                                            HR Unit Administrator at MAU level may be able
                                                                                                                                            to cover until they are trained if they are
    39 HR Unit Administrator(s) Trained           C            HR Unit Administrator is trained.                 9/1/2010        12/28/2010 assigned the applicable employee types.




Level of Impact: C = critical; H = high; M = medium; L = low                                                  Updated:12/02/2010                                                                                            5

								
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