Transcript Agresso User Forum - Gall Bladder Research

Agresso User Forum
Friday 16th November 2012
Western Infirmary Lecture Theatre -105
11:00am to 13:00pm
Agenda
•Purpose of Forum
•Support
•Current Service Level Agreement
•Support Desk Response Times feedback
•Top 10 - Most common calls into the desk
•Web Server
•Training
•Training courses update by Ian Brown
•Training requirements
•New Training Manuals and Webpage development
•Section Update
•Systems Support & Development workload update
•Information on Agresso 563 Upgrade
•New Screens and Process updates.
•Day-to-day user issues
•Update of notes from last meeting
•General User problems and issues feedback
•Any other Business
Attendees
Ian Brown – System Support
Stephen Allan – System Support
Alison Graham- Accounts Payable
Claire McCallum- Procurement
Agresso Purchasing Officers
Helpful Information
•Please sign the attendance sheet being passed about
•Presentation and Minutes will be published on Website
•If you could mention your name when giving any feedback
•Try not all talk at the same time
•Forum should not last longer than 2 hours – hopefully
Purpose of Forum
•To engage and communicate with Agresso users who use the system on a
day-to-day basis.
•Allows Feedback from Agresso Users who use the system on a day-today basis.
•From the feedback and recommendations of the Forum, the Systems
Support and Development Section (SSD) can support the users to improve
the system.
•The meeting also allows the attendees to be made aware of any
forthcoming developments or system related issues from the SSD Section
Support
Agresso
Support
Desk
YOUR FEEDBACK
[email protected]
SERVICE LEVEL AGREEMENT (SLA)
All e-mails submitted to the desk are given a call number, prioritised
and allocated to a member of the support team.
The support desk is manned from 9am till 5pm (Monday-Friday)
The current SLA (Service Level Agreement) for calls is –
Calls received by 12noon will receive a response by 5pm
–
Calls received after 12noon will receive a response by 12noon the following day.
This is a minimum standard and calls are normally answered more quickly than this.
Support
Top 10 Calls into the Supportdesk 2012
• Forgotten
Username/Password
• Website Access
• Substitutes
• Update Project
Approver
• Workflow Status Query
• Update User Forms
• Closing/Deleting Tasks
• Closing/Re-Opening
Orders
• New User Requests
• Access to Account/Cost
Centres/Projects
Support
Web Server Issue
• Web Server Running Slow
• Web Server Not Working
Agresso User
Web Server 1
Web Server 2
Agresso Database
• Agresso will connect you to a
Web server which in turn will
connect to the Agresso
Database
• Web Server may have a
problem so not all users
affected
• System support can fix
problem by resetting server
• Fixing server can knock people
out of Agresso
Support
Web Server Issue -Solutions
• New upgrade to Agresso 563 will move us onto
Servers with up-to-date software - Windows
2008 – 64 bit operating system
• In spring 2013 we will be increasing the amount
of web servers from two to four
Training
Training Courses
• Web Requisitioning
Training
• Purchasing Officer
Training
• Short Enquiries
Course
• Full Enquiries Course
• Option to add online
courses
Training
Purpose Built Courses
Can be School/Subject/Department focused
Can be process focused (E-Procurement, Purchase Cards,
Enquiries), or can be condensed
Agresso Training
Design Specific Courses
Gather Information from Users to go over on day of training.
Can organise Venue, Trainer, Materials.
Training
Training Manuals
• All Training Manuals
and Videos have been
updated for the
Agresso 563 Upgrade
• New processes or
changes will be
emailed to you over
the weekend 17th/18th
November
• Web pages will be
updated with Agresso
563 information
• Example of new
training web pages as
requested by User
Forum
System Support Update
OTHER
FINANCE OFFICE
•New Pre- Award & Post Award
Research System
•Agresso 563
•Upgrade to new Supplier/Staff
Payment software
•Enhancements to Agresso 563
•New Report System for
Management - Logix 4
•Improve PI Reports
•Updating Research Section Website
SYSTEM SUPPORT
DEVELOPMENT
WORKLOAD
UPDATE
WEBSITE
SCHOOL/SUBJECTS/DEPARTMENTS
•E-PROCUREMENT (ongoing)
•Web Payments Upgrade to Version 3
•MISCO
•Travel Requisitions – New Process
•Electronic Invoicing
•Upgrade to Version 3 software
Agresso 563 Upgrade
Section
Change
Agresso User Forum 2011
Requisitioning
New Screen and different fields
Agresso Icon
New Icons – Front & Back Office
.Net 4
Must be installed to Access Agresso 563 Back Office – Instructions
issued
Sales Orders
Change to Screen layout
Purchasing Cards
Back Office – new mandatory field
Approval Screen
Advance mode
Requisitions Standard
New Screen Option
Password Reset
New Option to reset your own password
Last Forum Outstanding Minutes
Date Issued
Update Details
New Requisition Screen
Example Shown today
Standing Order
New and updated notes for Agresso 563
Credit Notes
Update from Accounts Payable
Sales Product Codes
Better descriptions still required
Approval Levels
No change in Approval levels
Closing Orders
Process looks at order status at header level
Requisition Reminder
Reminder set up for 7 days if requisition not approved
Agresso User Forum 2011
Any Other Business
System Support Updates
• Advise Approvers to set up substitutes on Agresso
Web pages if you know they are going on annual
leave
• Password Reset Option on Agresso Web version
• Stricter control on Project Access
• Closing Orders – remember some suppliers are
exempt and orders should still be reviewed.
Agresso Forum 2012
Presentation and Action points will be published on the
Website
Thank you for all your feedback, contributions and time
Enjoy the Christmas break when it comes.....