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Communication Item + Details

Phase #

Audience/

Platform

Reviewer

Review Status

Publish Status

Target Date

Publisher

Lref gdrive file
urlhttps://docs.google.com/spreadsheets/d/1CjYCBOooN8ssXGYV26-z4R6TEoUAutpcB3Avx3k9ED8/edit?usp=sharing

ALL

Internal BFS teams

Status
colourBlue
titleIn progress

Status
colourGreen
titlephase 1

Status
colourGreen
titledone

Ana + Rebe

Blink page: https://blink.ucsd.edu/finance/resources-training/training/ogl-implementation.html

ALL

Blink/All Audiences

Status
colourGreen
titlever 1 done

Status
colourGreen
title1/30/24

Status
colourGreen
titleVer 1 done

Status
colourGreen
title1/31/24

Status
colourRed
titlein progress

Status
colourRed
titlever 2

Best Practices for Creating Guides….Guide (in collab and a doc)

  • steps or not?

  • writing style

  • colors

  • conditions? timer?

  • autoload feature

    • conditions are tbd

ALL

Content Creators/Internal OGL Team

Status
titlenot started

Status
titlenot published

Lref gdrive file
urlhttps://docs.google.com/forms/d/1J7NHr5Xhz8dDfBkiqw8RRiQ3ngNyF7qaeGCQU8CK7Tw/edit

1

Internal OGL team/email

Status
colourGreen
titleCompleted

Status
colourGreen
titleCompleted

Status
colourGreen
titledone

Lref gdrive file
urlhttps://docs.google.com/document/d/1CB7c8FI-nR_3AuQxG6nKe0t32CQqSUbEdmIsu4GTNwg/edit?usp=sharing

1

Internal OE team

Status
colourGreen
titlecompleted

Status
colourGreen
titlecompleted

Status
colourGreen
titledone

Ana + Rebe

Lref gdrive file
urlhttps://docs.google.com/document/d/11b6sVduRMgqdpfO_Kv_uKDLGZDKqemTLYSC4WAP0yXw/edit?usp=sharing

1

Internal OGL team/email

Status
colourGreen
titlecompleted

Status
colourGreen
titlecompleted

Status
colourGreen
titledone

Lref gdrive file
urlhttps://docs.google.com/document/d/117ZXCkOeDuxc1GXNjLJtvjQJLYTvrqPntfa9EUQuGwI/edit?usp=sharing

1

Internal OE team

Status
colourGreen
titlecompleted

Status
colourGreen
titlecompleted

Status
colourGreen
titledone

Rebe’s Notes

Lref gdrive file
urlhttps://docs.google.com/document/d/13juZ52G3NzheiGvhrbrjnzrmb3AD3G7hudrC16mAbvg/edit?usp=sharing

1

Internal OGL team/email

Status
colourGreen
titlecompleted

Status
colourGreen
titlecompleted

Status
colourGreen
titledone

Lref gdrive file
urlhttps://docs.google.com/document/d/1imOmB-EI-wXsF3vAGxAaEhn7dbbpd839Rd8toaFs9YY/edit?usp=sharing

1

Cheryl Ross/Email

Status
colourGreen
titlecompleted

Status
colourGreen
titleDone

Status
colourGreen
titledone

Lref gdrive file
urlhttps://docs.google.com/document/d/13juZ52G3NzheiGvhrbrjnzrmb3AD3G7hudrC16mAbvg/edit?usp=sharing
Pt 2

1

OGL team

Status
colourGreen
titlecompleted

Status
colourGreen
titlecompleted

Status
colourGreen
titledone

Lref gdrive file
urlhttps://docs.google.com/presentation/d/1ke2rQK-DLITp6LS7IuplCAfzCWaAXQcL7y73QA-_FQU/edit?usp=sharing
+ CLT summary version

1

CLT/Zoom Presentation

Status
colourGreen
titleCompleted

Status
colourGreen
titlecompleted

1/24/24

Status
colourGreen
titledone

Lref gdrive file
urlhttps://docs.google.com/document/d/1o-VwBcjXwTvrI1c3Le5Ldg4_T0P5MIeTtg0CTNSPsow/edit?usp=sharing

  •  Weekly sessions topics still needed
  •  OGL guides need to be inputed

1

Campus/Blink

Status
colourGreen
titlecompleted

1/26/24

Status
colourGreen
titleVer 1 complete

Status
colourRed
titleinfo needed

https://www.canva.com/design/DAF6Kc0o944/nCgmTppYGcwL6oa7onLMRQ/edit?utm_content=DAF6Kc0o944&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton https://ucsdcloud-my.sharepoint.com/personal/financesupport_ucsd_edu/_layouts/15/onedrive.aspx?id=%2Fpersonal%2Ffinancesupport%5Fucsd%5Fedu%2FDocuments%2FOracle%20Guided%20Learning%2FOGL%20One%20Page%20Guide%2Epdf&parent=%2Fpersonal%2Ffinancesupport%5Fucsd%5Fedu%2FDocuments%2FOracle%20Guided%20Learning&ga=1

1

Campus/Email, Blink, All Comms (link from google drive)

Status
colourGreen
titlecompleted
1/22/24

Status
colourGreen
titlecompleted

Status
colourGreen
titleDONE

Tuesday Weekly Digest + CoP Teams post:

Lref gdrive file
urlhttps://docs.google.com/document/d/1MPBXHVruR_GSgPvJ0pODgnp0Lprgf9Ey9IimYF0NDPg/edit?usp=sharing

  •  Week 1: January 23, 2024
    Status
    colourGreen
    titlePUBLISHED
  •  Week 2: January 31, 2023
    Status
    colourGreen
    titlePUBLISHED
    + add one-pager (update link)
  •  Week 3: February 7, 2024
    Status
    colourGreen
    titlePUBLISHED
  •  Week 4: February 14, 2024
    Status
    colourGreen
    titlePUBLISHED
  •  Week 5: February 21, 2024
    Status
    colourGreen
    titlePUBLISHED
  •  Week 6: February 26, 2024
    Status
    colourGreen
    titlepublished

1

Campus/Internal and External Channels

Status
colourGreen
title1/23/24

Status
colourGreen
title1/31/24

Status
colourGreen
title2/7/24

Status
colourGreen
title2/14/24

Status
colourGreen
title2/21/24

Status
colourGreen
title2/26/24

Status
colourGreen
title1/23/24

Status
colourGreen
title1/31/24

Status
colourGreen
title2/7/24

Status
colourGreen
title2/14/24

Status
colourGreen
title2/21/24

Status
colourGreen
title2/26/24

Status
colourGreen
titlePUBLISHED

message to content developers about OGL-lead q+a session: email draft (include ashlyn)

1

OGL content developers/email

Status
colourGreen
titleCompleted

Status
colourGreen
titlecompleted

Status
colourGreen
titledone

Status
colourGreen
title1/29/24

Lref gdrive file
urlhttps://docs.google.com/document/d/1HYyVtrThoNDMIbQbkepME956oSg_N2ju2-Z7-4g8yFg/edit?usp=sharing
+ email

1

OGL testers/internal

Status
colourGreen
titleCompleted

Status
colourGreen
titlecompleted

Status
colourGreen
titledone

Status
colourGreen
title1/25/24

Oracle Guided Learning Introductory Presentation Email:

Lref gdrive file
urlhttps://docs.google.com/document/d/1F0TwGNg3QBR2XjXPx81ySXnIGJpZEdX_3ZQeDnos99w/edit?usp=sharing

  •  Allorah
  •  Adam
  •  BFG
  •  eCLT (all BFS staff)

1

Email/Internal Leaders

Status
colourGreen
titlecompleted

Status
colourGreen
titlecompleted

Status
colourGreen
titledone

Status
colourGreen
title1/31/24

Update to core team:

Lref gdrive file
urlhttps://docs.google.com/document/d/1CibpBR97qPnpmQ4EfSGGX47WSyCpTgsNh8VhmQZdDPI/edit?usp=sharing

  •  link to blink; all resources can be found here, please let us know if there is anything else we can provide.
  •  one pager
  •  action item: titles in tracker are still not matching what is in OGL. Please update as soon as possible (please remove “How to” and similiar phrasing from titles).

1

entire OGL team

Status
colourGreen
titlecompleted

Status
colourGreen
title2/5/24

Status
colourGreen
titlecompleted

Status
colourGreen
title2/5/24

Status
colourGreen
titledone

SIO Meeting: Review OGL Presentation

Lref gdrive file
urlhttps://docs.google.com/presentation/d/1ke2rQK-DLITp6LS7IuplCAfzCWaAXQcL7y73QA-_FQU/edit?usp=sharing

  •  links to blink and one-pager ready to go
  •  add links to all follow-up communications

1

SIO faculty assistants and fund managers

Status
colourGreen
titlecompleted

Status
colourGreen
title2/1/24

Status
colourGreen
titlecompleted

Status
colourGreen
title2/1/24

Status
colourGreen
titledone

All BFS OGL Meeting:

Lref gdrive file
urlhttps://docs.google.com/presentation/d/1ke2rQK-DLITp6LS7IuplCAfzCWaAXQcL7y73QA-_FQU/edit?usp=sharing

  •  links to blink and one-pager ready to go
  •  add links to all follow-up communications
  •  update if needed for all of BFS

1

All BFS Staff

Status
colourGreen
titlecompleted

Status
colourGreen
title2/1/24

Status
colourGreen
titlecompleted

Status
colourGreen
title2/1/24

Status
colourGreen
titledone

CBO (Campus Budget Office) Staff Meeting (2/14):

Lref gdrive file
urlhttps://docs.google.com/presentation/d/1ke2rQK-DLITp6LS7IuplCAfzCWaAXQcL7y73QA-_FQU/edit?usp=sharing

  •  links to blink and one-pager ready to go
  •  add links to all follow-up communications

1

Campus Budget Office

Status
colourGreen
titlecompleted

Status
colourGreen
title2/1/24

Status
colourGreen
titlecompleted

Status
colourGreen
title2/14/24

Status
colourGreen
titledone

Oracle Training Monthly Meeting Summary:

Lref gdrive file
urlhttps://docs.google.com/document/d/1B8amFxtJwavNjPTcCxZOrvUtNrA4iuSyBasbasZBFZw/edit?usp=sharing

  •  for OGL updates
  •  consolidated executive level summary for Cheryl

1

BFS Training and Guidance Team

Status
colourGreen
titledone

2/12

Status
colourGreen
titledone

2/13

2/13 following eCLT

Academic Affairs Fiscal Contact Meeting (Adam Diprofio) presentation:

Lref gdrive file
urlhttps://docs.google.com/presentation/d/1ke2rQK-DLITp6LS7IuplCAfzCWaAXQcL7y73QA-_FQU/edit?usp=sharing

  •  links to blink and one-pager ready to go
  •  add links to all follow-up communications

1

Academic Affairs Fiscal Contact Meeting attendees

Status
colourGreen
titlecompleted

Status
colourGreen
title2/15/24

Status
colourGreen
titleready

2/20/24 (10:30 or 11AM)

FIS Finacial Information System Finance Governance Meeting:

Lref gdrive file
urlhttps://docs.google.com/presentation/d/1ke2rQK-DLITp6LS7IuplCAfzCWaAXQcL7y73QA-_FQU/edit?usp=sharing

1

finance governance meeting attendees

Status
colourGreen
titlecompleted

Status
colourGreen
title2/15/24

Status
colourGreen
titleready

2/26 (10AM to 11AM)

Content/Training Strategy Meetings (2/8) and (2/28)

2/8 Meeting

  •  Ideas for allignment with training rollout
  •  Examples linking from OGL
  •  When are they rolling out new modules? How do we support?

2/28 Meeting

  •  synching up on published training
  •  training section on the sidebar
  •  how to link to existing guides
  •  overarching strategy (when? where? how?)

1

Ashlyn Bernal, Christina Putrov, Kacy Marume

  •  2/7
  •  2/27
  •  2/8
  •  2/28

Status
colourGreen
titlepresented

2/29/28

OGL Promotion: https://snqa.ucsd.edu/now/nav/ui/classic/params/target/%24pa_dashboard.do

  •  services and support banner
    •  link to blink page

1

All BFS/Blink Page

Status
colourGreen
titledone

2/14

Status
colourGreen
titledone

2/21

Status
colourGreen
titlepublished

2/21

OGL Office Hours: (Week 1) Introduction to Oracle Guided Learning (OGL) Presentation

Lref gdrive file
urlhttps://docs.google.com/presentation/d/1uQCdj92GUdP1alc0Lvm0Fs8PQnNRBnCX8cH4MKznISY/edit?usp=sharing

  • Overview of OGL and its significance in learning and development.

  • Key features and benefits for users.

  • How OGL enhances the learning experience.

  • Accessing and navigating OGL guides.

  •  We need a content developer to conduct the guide walk-through Ana Portlock lmk who you suggest

1

All BFS/Zoom

Status
colourGreen
titledone

2/15

Status
colourGreen
titledone

2/21

Status
colourGreen
titlepresented

2/21

OGL Office Hours: (Week 2) Issues + Questions (Demo + Presentation)

Lref gdrive file
urlhttps://docs.google.com/presentation/d/1a6Cm19mwkchbbVf-QU3cfacmZbKTdXnJa5u4AHd6308/edit

  • Identifying common issues users may encounter with OGL.

  • Live demonstration to troubleshoot common problems.

  • Interactive Q&A session to address participant queries.

  • Tips and best practices for effective use.

  • Highlighting that not all guides are accessible; dependant on your role

1

All BFS/Zoom

Status
colourGreen
titlecompleted

Status
colourGreen
title2/24/24

Status
colourGreen
titlecompleted

Status
colourGreen
title2/24/24

Status
colourGreen
titledone

Status
colourGreen
title2/28/24

https://docs.google.com/document/d/1cuHNI0kb6efnR9em0akHohiureGIwcpfjf9rmrHrdNM/edit?usp=sharing

Post Launch 1

eCLT/In-person meeting

Status
colourGreen
titlecompleted

Status
colourGreen
title2/12/24

Status
colourGreen
titlecompleted

Status
colourGreen
title2/12/24

Status
colourGreen
titledone

Status
colourGreen
title2/13/24

Week 3: Which Guides are accessible to whom

Ana Portlock or are we canceling? lol

Post Launch 1

All BFS/Zoom

Status
titleNot started

3/4

Status
titlenot started

3/5

Status
titlescheduled

Status
colourRed
title3/6/24 zoom

Post-OGL Launch Presentation

Lref gdrive file
urlhttps://docs.google.com/presentation/d/11QK-gnBndOAlYBDM7RZa0bNvx5Pvjv7anJ_JrDTit34/edit?usp=sharing

  •  FIS Streering Meeting Presentation

Post Launch 1

As needed

Status
colourGreen
titlecompleted

Status
colourGreen
title2/29/24

Status
colourGreen
titlecompleted

Status
colourGreen
title2/29/24

Status
colourGreen
titledone

Status
colourGreen
title2/29/24

Content Strategy Meeting (OGL included)

Lref gdrive file
urlhttps://docs.google.com/document/d/16aRVo9qwYLiIKwFrRMCi31LUoJpy86liSuVKz7O_zFM/edit?usp=sharing

Post Launch 1

Internal/Content Strategy Meeting

Status
colourGreen
titledone

Status
colourGreen
titledone

Status
colourGreen
titlepresented

...