Task

Comment

Manage a crisis situation

- Raise support ticket via Software supplier Support
- Inform relevant parties

New master code request

Requested by users via new code forms:
- verify form complete and correct
- verify form approved by relevant manager
- obtain missing/incorrect information from user
- obtain missing/incorrect approval from user
- create code or pass on complete form to 2nd line

Create and maintain New Code/User forms

- Keep code request forms up to date (dropdown etc)
- Publish latest version of forms

Monitor/review/act on interface logs

Automated interfaces will produce email reports outlining status of interface
- Review reports daily
- Take action if needed

Regression testing of U4F for other projects

Regression test
- U4F
- Chrome River
- CaseWare
- Anaplan
as required due to changes outside these systems (ie Windows upgrade, Citrix upgrade etc)

U4F regression testing - upgrades and releases

Regression test
- U4F
- Chrome River
- CaseWare
- Anaplan
as required due to changes to these systems (ie upgrade, release, service pack etc)

Reporting

Complex reports that require specialist skills (ie Days to Pay)
- Own and manage report template
- Run report regularly as agreed (monthly/quarterly)

U4F Users - new and amendments

Manage new/amend/delete users requests
- Keep request for audit purpose
- Ensure request is complete and correct
- Verify form approved by relevant manager
- Create/amend/delete user as required

U4F Approvers - new and amendments

Manage new/amend/delete users requests
- Keep request for audit purpose
- Ensure request is complete and correct
- Verify form approved by relevant manager
- Create/amend/delete user as required
- Keep approver matrix up to date

U4F Approver matrix review/audit

- Cross check approver matrix against set up in U4F
- Publish approval matrix to agreed partners as required

Manage user for Caseware and Anaplan

Workday - new/amend cost centre

Create/amend Cost Centre codes in Workday to keep in sync with U4F

Workday - new/amend company

Create/amend Companies codes in Workday to keep in sync with U4F

XL for Finance dev/support

Support users and advice how to create personal templates

XL for Finance templates (owned by Systems - not personal templates)

Own, maintain and publish XL for Finance templates owned by Change