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Date

Attendees

Goals

Discussion items

TimeItemWhoNotes
60 minContinue defining personas and user journeysShiyu Jin (Deactivated)

Implementer: Is around in the beginning. Ongoing L2 support. Technical resource.

User journeys:

  • Set- up process
  • Upgrade and starting new features set (like starting to use stock management and not just requisitions.)

Administrator: Ongoing support and configuration

  • Configure the reference data needed to support stock management
  • Set up minimum stock amounts for commodity types
  • Configure reasons and assignment
  • Configure roles
  • Configure sources and destinations
  • Configure lot data (centrally management, end user enters, or both??) Mary Jo Kochendorfer (Deactivated) to raise to the PC
  • Configure stock card template
  • Set up physical inventory schedule
  • Define user driven (reject stock, issue stock) notifications and timing
  • Configure close out date/time or schedule
    

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