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How do these things get into PCR-360?

Index

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Codes/GLAs

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are automated

  1. The Schedule_Index_List Cognos report is generated every morning and its export file is uploaded to the PCR-360 server (/wiki/spaces/TKB/pages/1724645544 managed by BI team + server operations by LAP)

  2. PCR-360 detects and imports the file, as described in /wiki/spaces/ICAT/pages/2205647320

  3. The result is that the GLA Catalog is always an accurate representation of Banner index codes (including the codes themselves, their descriptions, active/inactive statuses, and even further FOAPAL associations in User Defined Fields).

Orgs/Departments (E&G + JV

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) are manual

The E&G and JV branches of the Department Hierarchy were initially populated from a bulk import in 2017, and have been manually maintained since then. Departments only appear here in the Department Hierarchy if they are manually added.

Departments whose index codes are all associated with E&G funds (below) should only have an “E&G” version; departments who have only JV fund-associated index codes should have only a “JV” version; departments with index codes which are associated with both types of funds should have two Department entries, one of each type. The Department list allows us to associate each IT service with a Department Owner, and the connection to a default index code and the billing group classification helps set GLAs and billing groups more automatically, though not perfectly.

CASH Departments & GLAs

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are manual

These are manually created and linked by the SMO team as part of cash customer onboarding.

ESIGN Departments

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are a mistake

These seem to have been invented by Layton Webber as a pilot of how Adobe Sign charges might be linked to their customer GLAs. They are no longer in use for this purpose and are in the process of being inactivated and removed by the directory by Brent Emerson (SMO-308). Until this is complete, they should not be used in service orders.

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