Discovery Phase

Key Dates

Documents

All documents are available at https://tufts.box.com/s/8x1vbib25goqngh38yzoppsclb2i2w93 .

Quick Reference

Purchasing / Invoicing

Dominiquie Harris Dominiquie.Harris@tufts.edu - IT Acquisition Analyst

Invoices should go to invoices@tufts.edu

Project funding source: CEA TM2865. (from Linda S.)

eReq: RQ00155007 (from Dominiquie H.)

TTS IT Acquisitions request: TTSAQ-490 Vendor Audit of Slate Current State and recommendations

PaymentWorks is the purchasing/vendor registration system

Invoicing set to NET30 (Tufts default is NET45)

1/3/2024 - Helen received confirmation via email from Alec and Dominiquie that all purchasing processes are complete and Phase 1 can move forward.

Query Audit

TUSMGP FGI Query Audit Work Product complete 3/1/2024

TUH FGI Query Audit Work Product complete 3/28/2024

General Consulting Hours

Possible questions/meeting topics:

• TUP Permissions

  • https://knowledge.technolutions.com/hc/en-us/community/posts/20269900306843-Do-population-scopes-have-an-effect-on-how-population-aware-permissions-work-

  • Access to queries via CJ to restrict by population?

  • Access to events and deliver campaigns without making someone a user and without giving them (edit all user) permissions?

• Using active/inactive person rules to remove records from rule runs?

• Intro to Data Explorer for enrollment analytics (is this useful for us?)

• API Integrations

  • Source format mappings (round override, etc.) (TUP)

  • School data mapping (TUV)

  • Experiences mapping (TUV)

• Switching to a static set of rounds moved between periods (TUP)

  • consider this for all schools?

  • impact on enrollment reporting, access to past applications, (not just application data), and on query building for the future?

• How to print portal content? Answer is still custom .pdfs Printing Portal Pages/new Admin .pdf download process

• Query Library: wtf? understanding what this can and cannot do for us

• Interview Management

  • Summary communication to faculty about all of their interviews (rather than a separate e-mail for each)

  • Possibility of interview portal (designed for the faculty who interview once a year; single source with schedule, links to file and evaluation; best practices static content)

  • Prog coordinator scheduling portal is priority

• Discuss: [is not an issue in Vet; it is in GSBS]

1/17/2024 Kickoff Meeting

What order/combination do we work on the instances?

• One first vs. all at once

• Decided to do TUSMGP first, then Health Sci, Fletcher vs. Vet depends on their cycle timing

  • Tristan can provide an agenda with questions to think about before the meeting (middle next week)

  • Will record those meetings

  • First week of Feb to start with TUSMGP meeting

• Schedule meeting w/Tristan, BS, HW next week to talk through initial configuration of TUSMGP

• Probably have first “report” by end of February

Gaining access?

• LS prefer the SSO access, added to eReg during the meeting

  • Send to LS first/last/personal email/DOB for Tristan, Allen and Tim - complete

    • Tim might help with consulting hours

• ES will add to Slate instances after they’ve credentialed- complete

Enrollment analytics work:

• Looking to create common definitions normalization across instances for this reporting

• Suggestions about how to do this are welcome

Slate to Denodo to Tableau

“wholly comfortable pushing recommendations down to Slate instances for the greater good”