1. InfoEd Proposal Tracking & Cognos Reporting

2. 1 Agenda Timeline Access, Training, and Security  Administrators, Coordinators, and Staff  Central Unit Users  Faculty and Post-Docs  Cognos Advanced Query LRTL Responsibilities  Newsflashes  Posters  Training Café Responsibilities Help Desk Questions

3. 2 Proposal Tracking & Cognos Reports: Timeline October  Develop training materials  Identify users  Begin communications November  Conduct pilot training  Register for training  Continue communications  Prepare Help desk November 26-December 20  Training for Proposal Tracking and Cognos Reports January  Training for Cognos Advanced Query

4. 3 Audience  Administrators: Department, Research, Business, Finance, Payroll  Project Coordinators  Schools and/or Deans’ office staff Access/Security  Administrators/Staff: Access at department level for PTView  Project Coordinators: Access at PI/Co-PI level for PTView  Access at university level for reporting  Access granted upon completion of training course Training (11/27/07 - 12/14/07)  3 hour hands-on classroom session  45 minute clinical trials session (for those involved with clinical trials) Administrators, Coordinators and Staff

5. 4 Audience  Central unit users Access/Security  Access at university level for PTView  Access at university level for reporting  Access granted upon completion of training course Training (11/27/07 - 12/14/07)  3 hour hands-on classroom session  45 minute clinical trials session (for those involved with clinical trials) Central Unit Users (with no prior PTView Training)

6. 5 Audience  Central unit users Access/Security  Access at university level for PTView  Access at university level for reporting  Access granted to reporting upon completion of training course (currently have PTView access) Training (11/30/07 and 12/3/07)  1 hour hands-on classroom session for Cognos Reporting Central Unit Users (with prior PTView Training)

7. 6 Audience  Faculty and Post-Docs Access/Security  Access at PI/Co-PI level for PTView  Access at university level for reporting  Training attendance is not mandatory but highly recommended Training (12/5/07-12/14/07)  1 hour presentation overview (attendance is highly recommended) Faculty and Post-Docs

8. 7 Cognos Advanced Query Audience  School/Deans’ office level  Central units - on request Security  Access at university level for reporting  Access granted upon completion of Level 1 training course Training (1/8/08 - 1/25/08)  Level 1 class: 4 hours hands-on training session  Level 2 class: 3 hours hands-on training session

9. 8 Training Overview Registration  Starts October 29th  End users will enroll in a session using the eDevelopment tool supported by HRIS Location  Chicago: Tarry Building, 1st floor 300 E. Superior Project Cafe Training Rooms 1-730 and 1-731  Evanston: University Library Training Rooms B234 and B238

10. 9 LRTL Responsibilities Newsflashes  Project Café will provide newsflashes to LRTLS for distribution starting week of Oct. 15 including topics such as: o Roll-out & timing o Training & Presentation dates  Audience o Personnel identified on ‘PTView Audience’ spreadsheet o Administrators o Project Coordinators o School’s/Dean’s office staff o Central unit users  Dates o See the PT View Communications Plan for dates of communications

11. 10 LRTL Responsibilities Posters  Project Café will distribute posters for LRTLs to place in appropriate areas throughout their school/department(s) o Available at October LRTL meeting o Each LRTL will receive 3, but can request additional via email to Marylou Novak mlu@northwestern.edumlu@northwestern.edu o Hang posters no later than Oct. 31st Training  Verify administrators, coordinators, staff and central unit users attended training o Project Café will distribute lists of end users enrolled in training for your review o Remind end users in your school/department to enroll

12. 11 Café Responsibilities Create Posters Create Newsflashes Distribute Newsflashes  Faculty and Post-Docs o Majority of newsflashes are the same for each group o For newsflashes that differ, a copy will be sent to all LRTLs for informational purposes Create and Distribute Communications for Cognos Advanced Query end users

13. 12 Help Desk/Support Project Café applications will use a three-tier support structure.  Tier 1: TSS NUIT Support Center  Tier 2: TSS/Project Café Support Consultants  Tier 3: Central Unit and Project Café Support Consultants Benefits of the this approach include the following:  Makes use of existing help desk tools (Remedy), procedures, and personnel to perform non-application related tasks  Ensures skilled application resources are focused on application related issues  Provides a consistent approach for all Caf é and Research systems

14. 13 Help Desk/Support Contact  TSS NUIT Support Center at 847-491-HELP, option 6 Process  End users are immediately routed to Tier 2 Project Café Support Consultants who: o are dedicated to the Café applications o have functional and business process training o have hands-on experience with each application o work directly with the Project Café team and central offices.  Issues that cannot be resolved at Tier 2 will be routed to OSR and/or Project Café.

15. 14 Questions? Feel free to contact us with any questions… Tiffany Cleaver Implementation Readiness Team Lead tcleaver@northwestern.edu Marylou Novak Communications Specialist mlu@northwestern.edu Ellen Feldman Grants Team Sr. Functional Specialist efeldman@northwestern.edu Tom(my) Harmon Grants Team Analyst Team Lead tharmon@northwestern.edu Kate Da Rin Grants Team Functional Consultant kdarin@northwestern.edu