Functionally Navigating/Balancing Patches and Fixes

Session 1023

March 20, 2001

Presented by

Melissa Grimsley, David Kline & Jane North

Session Overview Brief Introduction Gettysburg College Environment &

Demographics Description of Gettysburg’s Change

Management Process Summary Questions

• Gettysburg College Demographic Information– 4 Year Private Liberal Arts College– Established in 1832– 2300 Students– 700 Employees

• Gettysburg College PeopleSoft Information– Began implementing PS in 1998– Live with Admissions in May, 1999– Live with HR/Payroll/Ben Admin, June, 1999– Live with Financial Aid, October, 2000– Live with Student Financials, November, 2000– Planned live with Financials, June 2001

• Gettysburg College MIS Technical Staff Information– 5 MIS Programmer/Analysts– 7 Functional/Technical Analysts– 2 DBAs– 1 Configuration Manager

• Gettysburg College Tools for Documenting Patches & Fixes– SCM Register (Software Change Management)– SCR (Software Change Request)

PeopleSoft ID/SCR# Sys Mod N/A Pr. Date A,D,R Date GBC Number Description of Problem or Change Prerequisites

76_00112 H PA 11/03/99 R-LISAAC-EX4T2 Pension Administration - Table Updates Through September 24, 1999

76_00113 H PA 11/03/99 R-ALEE-YW5QV Pension Administration - Table Updates Through August 20, 1999

76_00114 H PI 09/29/99 R-LPATTE-NG6YX Payroll interface Check Summary Panel displays a "B" in front of the check number

76_00115 H PI 09/29/99 R-MVB-O03UC PI Local Tax Data Select Should NOT use Max EFFDT Logic

76_00116 H PI 10/18/99 R-JWONG-SH7FL PI:Interface Field Translate indicator change from "Translate All" to "Tranlate all or use default" deletes mapping data on HRMS 7.5x databases

76_00117 H PI 10/19/99 R-LCP-545UM PI Run Control PI Run Number does not increment until after PI Run has completed

76_00118 H PI 10/19/99 R-LPATTE-OT5HJ Payroll Interface Stop transactions are not working when using the Log

76_00146 S TL 10/21/99 R-BCHINN-6U5CH TL: CTP7501.cbl upgrade improvements

76_00147 S TL 10/21/99 R-JHANN-8692Q Schedue, Create time & Rules abend when they run with more than 100 static groups

76_00148 S TL 10/21/99 R-JHANN-TZ2WX Web Self Service for Manager-Approve Group, approves all groups instead of just one.

76_00149 S TL 10/21/99 R-JTOLLI-U747D Refresh of dynamic groups doesn't complete for client who has 45k employees

76_00150 S TL 10/21/99 R-LPARKE-A56NM Incorrect Time & Labor to Projects Application Engine Interface process delivered with HRMS E&G 7.51.

76_00151 S TL 10/21/99 R-VCORRE-KT4V9 Web Self Service for Manager-Approve Group, error (2,154) UpdateValue: Record 'DERIVED_TL_APPR' not found in scroll level 1.

76_00152 S TL 09/22/99 11/01/99 R-JHANN-NI1XE Rapid Update Process for release 7.5 fails to generate warning message for terminated employee

76_00153 S TL 9/23/99 11/01/99 R-BCHINN-YP8TQ CTP7501: update-dlytask (update) 00805 ORA-00001 unique constraint SYSADM.PS_TL_EMPL_DLYTASK violated (Education and Government client)

76_00154 S TL 9/23/99 11/01/99 R-CSPEER-0G0VP After Time and Labor upgrade to 7.5, Pay Update tries to update all Prior Period Adjustments.

76_00155 S TL 10/12/99 11/01/99 R-TGITTO-LI7GC Edit Time, balance override messages and processing not working properly. Exceeded balances error when should get warning, other times no error/warning is given at all.

76_00156 S TL 09/23/99 11/01/99 R-JTOLLI-CX3CB Bind variables in excess of 100 require 4 characters ie :123. The internal temporary variables only allowed for 3 characters.

76_00157 S TL 09/23/99 11/01/99 R-JTOLLI-DB787 Expired Comp Time earned is showing as available in error.

76_00158 S TL 9/16/99 11/01/99 R-ACOLME-4D74X When multiple users report exception task information using employee daily time, daily earnings, error occurs (18,1) Panel data is inconsistent with database

76_00159 S TL 09/29/99 11/02/99 R-BCHINN-UL9ZX TL: Approve Residual Time panels use the wrong period process date

76_00160 S TL 9/23/99 11/02/99 R-ACOLME-CS52W Unable to report time using Self Service for Employee panel on TL 7.51 application, get ERR: benefit plan must be entered if coverage is elected.

76_00161 S TL 9/23/99 11/02/99 R-JHANN-286YU T&L: The Apply Rules On-Line process and Batch do not work the same

76_00162 S TL 9/23/99 11/02/99 R-BCHINN-TL4X2 TL: TLPPYMUP (Update to Pay) - Performance

76_00163 S TL 09/23/99 11/02/99 R-JHANN-XN4BF Labor distribution in T&L is only processing the first two hundred ee's, abends with 0000 No error

76_00164 S TL 9/23/99 11/02/99 R-JHANN-EU4QS TLPPYMUP: COBOL error TLPPYUPD array overflow error: MINI-PARRY-DTL-DATA

76_00165 S TL 9/23/99 11/02/99 R-JHANN-MV6TV Vacation that reduces from Regular pay is being reduced twice for prior period adjustments

76_00166 S TL 9/23/99 11/02/99 R-ACOLME-AV67L Rapid Entry By Group 2 fails to save time when a session is re-initiated to report time for employees

76_00167 S TL 09/22/99 11/02/99 R-TGITTO-C108Y Normal adjustment to a row that was interfaced to Project Costing copies PC_DISTRIB_STAT flag as 'D' for the negative offset row, should set adjustment row to 'N' for not distributed

76_00168 S TL 10/20/99 11/03/99 R-JHANN-NQ23V Fetch error when attempting to save after applying online replace rule "Row 2 not found in scroll level 1. (2,156)"

76_00169 S TL 10/20/99 11/03/99 R-JTOLLI-4A8TR Apply batch rules does not change the Rule_flag on summary record when wrkgrp chg mid period 7.51

76_00170 S TL 11/03/99 R-ACOLME-ZL5NB T&L Apply Rules process errors with "Message 38 TL calendar not found for other period" when monthly Time Peroids are created for an entire year

76_00171 S TL 10/19/99 11/03/99 R-ACOLME-SG2AH TL Rules process abends with error 153 (script out of range error message text not found) when there is no data for rules to act on.

76_00172 S TL 10/19/99 11/03/99 R-JHANN-SY6X6 TL: 301 task edit errors in 7.51, TSEID_FLAG not being reset by daily time panel

76_00173 S TL 10/19/99 11/03/99 R-BCHINN-UE4GV TL: Batch Apply Rules and the Rule Definition of "ALL"

76_00174 S TL 09/29/99 11/03/99 R-JTOLLI-6N3EA T&L Payroll update process is zeroing out regular hours of non Time and Labor Employes

76_00175 S TL 10/19/99 11/03/99 R-VCORRE-AY3QT TL-Ct checks approve all EEs from one group and the EEs of other groups also get approved.

76_00176 S TL 10/19/99 11/03/99 R-JHANN-DR3HD Time and Labor DB2/MVS unapprove save fatal SQL error in Approve time by group panel

76_00377 H PA 12/16/99 R-ALEE-P32IF Date Alias does not resolve if employee was born on leap day (February 29).76_00378 H PA 12/27/99 R-ALEE-SV1R8 Pension Administration - General deduction end date does not match the Trustee Extract record (40) layout and causes the deduction to be dropped76_00379 H PA 12/27/99 R-ALEE-7B54M Pension Administration : Cobal issue the error code 16005,27591 and the text error inserting calc result"76_00380 H PA 12/27/99 R-ALEE-ON8PA PA : Calculation result for employee account with startup history row displays interest as pretax credit instead of post-tax credit when event date is later than the consolidation date.76_00381 H PA 12/27/99 R-ALEE-FN5HN Pension Administration - Periodic processing with Balance Table & Special Accum earn code defaults to company in installation table76_00382 H PA 12/27/99 R-ALEE-SR2TP PA -- Pension Administration 415 limit does not calculate when calc all plans include a non qualified plan76_00383 H PA 12/27/99 R-ALEE-QE69P Eligibility and Participation tab of Plan History panel not displaying eligibility history.76_00384 H PA 12/27/99 R-ALEE-5C8PL Pension Administration - Plan Year with First year as Anniversary Year produces incorrect result76_00385 H PA 12/27/99 R-ALEE-L069P Pension Administration - Projection for Cash Balance & Earnings Consolidation calculates partial periods incorrectly in a leap year

CCB Action

SOFTWARE CHANGE REQUEST

1. SYSTEMPEOPLESOFT

2. MODULE NAMEStudent Records

3. DATE PREPARED2/7/01

4. PRIORITY (Emergency, Urgent, Routine)Routine

5. ORIGINATOR & TELEPHONE NUMBERRon Couchman x7574

6. APPLICATION AFFECTEDBundle # 6

7. REQUEST TITLE –Application Updates & Fixes

8. Description of Problem or ChangeES 760 Bundle # 6 – 12/00

9. ALTERNATIVES / IMPACT IF NOT APPROVED

10. BASELINE AFFECTED7.6

11. DOCUMENTATION / SPECIFICATIONS AFFECTED

12. OTHER SYSTEMS, CONFIGURATION ITEMS, CONTRACTORS AFFECTED, ETC.

13. EFFECT OF SCR ON SYSTEM EMPLOYMENT, TRAINING, EFFECTIVENESS, ETC.

14. TIME REQUIRED TO IMPLEMENT

15. THIS SCR MUST BE ACCOMPLISHED BEFORE/WITH/AFTER THE FOLLOWING other SCRS / HW Changes)

16. SCR NUMBER (XXXXX)76_00896

17. GBC TROUBLE NUMBER (XXXXXX)R-HBENSO-TT4V2

18. SCR MIS ANALYST / FUNC ANALYSTG. Milburn/R. Couchman

19. COST & IMPACT INFORMATION

20. PROBLEMS ENCOUNTERED (IF ANY)

21. PROJECT MANAGER NAMED. Steinour

SIGNATURE DATE

22. CCB ACTION

APPROVED DISAPPROVED RETURNED FOR FUTHER CHANGES

DATE

23. RETURNED TO ORIGINATOR FOR:

24. IMPLEMENTATION SUMMARY (include implementor's initials, e.g. grm) DATE DATE DATE

ON HEDMO ON PSOFT2 - SA76_VAN ON \\Electron\Psoft_VAN

ON HEDEV ON PSOFT2 - SA76 ON \\Electron\Shared_D ON HECONV

ON HESTAGE ON NASSAU – SA76 ON \\Electron\Psoft_Stage

ON HEPROD ON PSOFT1 – SA76 ON \\Electron\Psoft_Prod ON HETRAIN

Ver 1.3

• Methods of Software Change Documentation

– Electronic - Shared File for PS Users– Manual/Paper

• Process of Documenting/Managing Patches & Fixes– Technical Analyst Reviews PS Web Site for

new Postings on a bi-weekly basis– Technical Analyst gives the list to a student

employee who prepares paper folders

– The student adds the patch to the register and creates a folder

– Then a SCR form is completed and included in the folder

– In addition, print-outs of the Web pages associated with the patch are included in the folder

– The Student returns the completed folder to the Technical Analyst

– At this point the Technical Analyst and the Functional Analyst work together to begin testing the patch/fix

– The process involves selecting bundles of 20-40 patches which may include tax updates

– The selected patches and fixes are then given to the Configuration Specialist who downloads/creates electronic documentation and loads them into the DEMO and DEV database environments

– The Functional Analyst performs the unit test of the payroll processes in the DEV environment

– Once the unit test is successfully completed in the DEV environment and approved by the Functional Analyst, the patch/fix is loaded into the Stage environment

– At this point, the Functional Analyst works with the Functionals and the Technical Analyst to develop a testing schedule

– The functionals complete detailed testing and validate the data in the stage environment

– The Functional Technical Analyst assists with trouble shooting and problem solving and also assists with validating the data when needed.

– The Functional Technical Analyst coordinates with other FTAs to test shared tables

• The Functional Technical Analyst gives the final approval to load the patches and fixes into the Production environment

• The FTA works with the Functionals to review the data once it is loaded into Production

• Methods of Communication– Weekly meetings of all Technical and

Functional Technical Analysts, DBA and the Configuration Manager

– Bi-Weekly meetings of the Production Managers and Production Committee

– Weekly meetings of the FTAs (SOFAs)

• Patches and Fixes are loaded into the various environments on a bi-weekly schedule coordinated with the completion of the payroll cycle

• The typical testing cycle for patches and fixes is four days in the various stages

• Once the patch/fix has been loaded into the Production environment, the Configuration Manager, completes the documentation and ensures that the folder is complete and filed both manually and electronically

• Questions …….– Melissa Grimsley, Functional Technical Analyst,

• 717-337-6208, grimsley@gettysburg.edu

– David Kline, Technical Analyst, • 717-337-6878, dkline@gettysburg.edu

– Jane North, Project/Production Manager, • 717-337-6202, jnorth@gettysburg.edu