[Wactclc-alma] Follow-up to this morning's call - ctcLink PeopleSoft Reporting

[Guidry, Wade]

Just FYI for everyone... Kirsti, when you say "cannot be limited by College...", in this case I assume you're talking about North vs South vs Central Seattle. And NOT across all institutions.



Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474
http://www.wactclc.org


From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> On Behalf Of Thomas, Kirsti
Sent: Friday, January 22, 2021 3:45 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Follow-up to this morning's call - ctcLink PeopleSoft Reporting

CAUTION: Originated outside our network. Do not click links or open attachments unless you validate the sender.


Right after our Thursday call, I had a call with my boss (Vice Chancellor for Academic and Student Success) and our Purchasing folks and reported the problem that the other libraries are having with not being able to check ctcLink to confirm when invoices have been paid.

My boss put me in touch with our our ctcLink Finance Pillar Lead, who says: "There is an Accounts Payable Inquiry role which gives you access to Voucher and Payment information.  It cannot be limited by College nor by Department so you and your team would have access to all AP Vouchers and Payments."

Our ctcLink Finance Pillar Lead is setting up some trial reports in our test environment to see how this might work. I'll report back to everyone what we find out. If I haven't given you folks an update by the end of February, assume I've forgotten and feel free to ask for an update.

It will be ok!

Kirsti S. Thomas
Library Technical Services Manager
Seattle Colleges
kirsti.thomas at seattlecolleges.edu<mailto:kirsti.thomas at seattlecolleges.edu>






From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Guidry, Wade
Sent: Thursday, January 21, 2021 11:21 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] Follow-up to this morning's call - ctcLink PeopleSoft Reporting

For those of you who were on the call this morning during the discussion of ctcLink reporting, here's a great link:

https://www.sbctc.edu/colleges-staff/data-services/ctclink-peoplesoft-reporting.aspx<https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.sbctc.edu%2Fcolleges-staff%2Fdata-services%2Fctclink-peoplesoft-reporting.aspx&data=04%7C01%7C%7C9f843b148914454ca32c08d8be41c621%7C02d8ff38d7114e31a9156cb5cff788df%7C0%7C0%7C637468536996899928%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=Xw8%2BYu1L5428OGPG7Sj1F0GQROal%2BMGbUpBN4gcWIME%3D&reserved=0>

This page discusses the currently available reporting tools for ctcLink, and who has access to them.

The tool you will see mentioned is "PS Query", which is a different tool than the OBIEE we talked about. (PS Query is more analogous to Alma API, where OBIEE is analogous to Alma Analytics).

If you look at the first link on the page referenced above, you will see ctcLink PeopleSoft Reporting FAQ<https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.sbctc.edu%2Fresources%2Fdocuments%2Fcolleges-staff%2Fdata-services%2Fpeoplesoft-ctclink%2Fctcink-peoplesoft-reporting-faq.docm&data=04%7C01%7C%7C9f843b148914454ca32c08d8be41c621%7C02d8ff38d7114e31a9156cb5cff788df%7C0%7C0%7C637468536996899928%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=IIQDT8sWRdr5bjzg2sT%2FQIBwblFqMpE6HqvjfAec9WE%3D&reserved=0>

This FAQs document includes a link to a spreadsheet<https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.sbctc.edu%2Fresources%2Fdocuments%2Fcolleges-staff%2Fdata-services%2Fpeoplesoft-ctclink%2Fcollege-query-developers.xlsx&data=04%7C01%7C%7C9f843b148914454ca32c08d8be41c621%7C02d8ff38d7114e31a9156cb5cff788df%7C0%7C0%7C637468536996909932%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=kAg%2BDtDxSy8caX7UTR2Gfiak6WlRbF%2BHElQDIRB3U6s%3D&reserved=0> listing the PS Query contacts for each campus.

So, for example, Melinda, you could reach out to the PS Query contacts listed for Spokane, let them know the type of information you need (paid invoices on a scheduled basis), and see if they will can than query for you and schedule it. Or, you could at least try this approach. Each institution will probably be a bit different in how such requests are dealt with. But certainly worth a try!

Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474
http://www.wactclc.org<https://nam04.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.wactclc.org%2F&data=04%7C01%7C%7C9f843b148914454ca32c08d8be41c621%7C02d8ff38d7114e31a9156cb5cff788df%7C0%7C0%7C637468536996919927%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=XoZieYScpojnFuX6Cgu133C%2BSyw7uHyRW8Zm16iRDoc%3D&reserved=0>



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