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

Ian Brown – System Support

Stephen Allan – System Support

Alison Graham- Accounts Payable

Claire McCallum- Procurement

Agresso Purchasing Officers

Attendees

•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

Helpful Information

•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-to-day 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

Purpose of Forum

Agresso Support

Desk

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.

SERVICE LEVEL AGREEMENT (SLA)

finsup@gla.ac.uk

YOUR FEEDBACK

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

Support

• 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

Web Server Issue -Solutions

Support

• 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 Courses

• Web Requisitioning Training

• Purchasing Officer Training

• Short Enquiries Course

• Full Enquiries Course

• Option to add online courses

Training

Can be School/Subject/Department focused

Can be process focused (E-Procurement, Purchase Cards, Enquiries), or can be condensed

Purpose Built Courses

Design Specific Courses

Gather Information from Users to go over on day of training.

Can organise Venue, Trainer, Materials.

Agresso Training

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

Training

•New Pre- Award & Post Award Research System

•Upgrade to new Supplier/Staff Payment software

•New Report System for Management - Logix 4

•Improve PI Reports

FINANCE OFFICE

•E-PROCUREMENT (ongoing)

•MISCO

•Electronic Invoicing

•Upgrade to Version 3 software

WEBSITE

•Web Payments Upgrade to Version 3

•Travel Requisitions – New Process

SCHOOL/SUBJECTS/DEPARTMENTS

•Agresso 563

•Updating Research Section Website

•Enhancements to Agresso 563

OTHER

SYSTEM SUPPORT DEVELOPMENT

WORKLOADUPDATE

System Support Update

Agresso User Forum 2011Section  Change

Requisitioning New Screen and different fields

Agresso Icon New Icons – Front & Back Office

.Net 4Must 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

Agresso 563 Upgrade

Agresso User Forum 2011

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

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.

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.....

Agresso Forum 2012