FINANCIAL GASB 34 PAYROLL & RETIREMENT...

Rev. 1/26/04 Page 1 of 27

MARCH 1,2, 3, 2004 SACRAMENTO DOUBLETREE SACRAMENTO, CALIFORNIA

FINANCIAL GASB 34 PAYROLL & RETIREMENT PERSONNEL PURCHASING CLIENT SERVER AR WEB TOOLS QSS CONTROL CENTER QORDS POSTGRESQL GUI

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General Information

All people attending the conference must send in a registration form and a session form. This allows us to schedule all of the sessions into the most appropriate room and to give the hotel a lunch count. Along with your registration form, please remember to submit your payment. Check out the registration fees below to determine which are applicable to you. If you have received this booklet and do not know if you are a member or not, contact your Information Services Department for clarification. Thank you for selecting this conference as one you will attend. With money being in short supply for some districts, we know that travel and conference expenses are always an item that is looked at very seriously. Your registration fee includes lunch, continental breakfast, two breaks, 60 regular sessions, session material, and prizes at each lunch. Along with the regular sessions, we will be offering four premium sessions (for an additional fee) for more in-depth training. Thanks again for considering this conference and we look forward to seeing you in March.

Sunday Registration will be available from 4:00 pm – 6:00 pm

Registration Information

Members $100.00 per day Basic Registration Until February 13, 2004 Non-members $175.00 per day Members $200.00 per day Late Registration If Postmarked After

February 13, 2004 Non-members $250.00 per day Full-day Premium Sessions Members only - $100 per session plus Basic Conference fee of $100

Total $200.00

Half-day Premium Sessions Members only - $65 per session plus Basic Conference fee of $100 Total $165.00 Add another $65 if you register for two half-day premium sessions on the same day Total $230.00

Cancellations Cancellation Deadline

$50 - Until January 31, 2004 Request MUST be RECEIVED on or before January 31 (NO EXCEPTIONS). No Refunds Will Be Given If Your Request Is Received After January 31, 2004. (NO EXCEPTIONS) You may send a substitute..

Registration Payment: Payment in the form of a district check, personal check, or money order made payable to CPUG must accompany your registration form. No purchase orders will be accepted. Please complete the enclosed registration form and return it with your payment to: Ontario-Montclair School District Attn: Cindy Coats 950 West D Street Ontario, CA 91762

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Hotel Information Rooms have been reserved at the Sacramento Doubletree Hotel. Special conference rates are $105.00 per room for a single or double. You must identify yourself as a CPUG conference attendee when you make your reservation. CPUG Room Rates for February 29, 2004 - March 2, 2004 Standard Room for One Adult

Standard Room for Two Adults

Standard Room for Three Adults

Standard Room for Four Adults

$105.00 $105.00 $115.00 $125.00 For reservations, call: (800) 222-TREE (916) 929-8855 Doubletree Hotel Sacramento 2001 Point West Way Sacramento, CA 95815

Make your reservations by 1/31/04 as our block of rooms will be released after that date. Check out time is noon but you can make special arrangements with the front desk when you check in.

Casual Attire Remember, this conference has always stressed casual attire. We are more interested in having you attend the conference and pick up some valuable information than worry about whether you have dressed appropriately. Please wear whatever is comfortable to you. CPUG thanks the following vendors for helping make this year’s annual conference a success: Hewlett-Packard Microsoft Quintessential School Systems

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.

Name:

Organization:

Address:

City: State: Zip:

Email Address: Phone: Fax:

CONFERENCE RATES

MONDAY 3/1/04 TUESDAY 3/204 WEDNESDAY 3/3/04 $100.00 Basic Registration $100.00 Basic Registration $100.00 Basic Registration $ 00 PRESENTER

1 SESSION 1 DAY FREE $ 00 PRESENTER

2 SESSIONS 2 DAYS FREE $ 00 PRESENTER

3 SESSIONS 3 DAYS FREE

$100.00 Basic Registration is required for all, members and non-members ADDITIONAL FEES FOR NON-MEMBERS & LATE REGISTRATION

$75.00 Non-Member Fee $75.00 Non-Member Fee $75.00 Non-Member Fee $100.00 Late Registration $100.00 Late Registration $100.00 Late Registration

Premium Sessions Premium Sessions

Premium Sessions

$100.00 Premium Session A $65.00 Premium Session B $100.00 Premium Session D $65.00 Premium Session C

$ Monday Total

$ Tuesday Total $ Wednesday Total

$

Conference Total Made Payable To:

CPUG

I am the CPUG representative from this client site and I will be attending the Board of Directors meeting and dinner Tuesday night This Registration Form and the Session Schedule Form must accompany your payment. Your registration will not proceed without these two forms and your payment. Thank you.

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Your Name:_________________________________

PREMIUM SESSIONS MONDAY 3/1/04 TUESDAY 3/2/04 WEDNESDAY 3/3/04

9:00 – 3:45 PM 9:00 – 11:45 AM 9:00 – 3:45 PM A Financial Reports B Advanced Position Control D Linux Administration for MPE

System Administrators. 1:00 – 3:45 PM C Lspool - Reports Management for

QSS/OASIS and STUDENT/3000

REGULAR SESSIONS MONDAY 3/1/04 TUESDAY 3/2/04 WEDNESDAY 3/3/04 9:00 – 10:15 AM 9:00 – 10:15 AM 9:00 – 10:15 AM

01 QSS Future Plans 21 QSS Control Center 41 GUI Lspool 02 How to Complete a CSR 22 Retirement Download & Auditing 42 AP/PR Clearing Rules Part 1 of 2 03 E Commerce Interface 23 Purchasing Roundtable 43 Implement PO Routing Part 1 of 2 04 Health Module 24 Special ED (CSIS) 44 Ready for CSIS Pre-ID Files 05 Developing a Budget 25 Financial Reporting 45 Disaster Recovery Preparation

10:30 – 11:45 AM 10:30 – 11:45 AM 10:30 – 11:45 AM 06 QORDS – QSS Data Warehouse 26 GUI Student System 46 QSS Future Plans 07 Finance SIG 27 Payroll/Retirement Roundtable 47 Retroactive Payroll 08 PSFA Committee Meeting 28 Stores Roundtable 48 Implement PO Routing Part 2 of 2 09 Attn Reports & Class Size Reduction. 29 Student: Attend Session # 26 49 WEBTools for Student 10 Credential Assignment New Info 30 Accounts Payable Roundtable 50 Vol-Ded Processing Methods Part 2

of 2 (Continuation of Session # 42)

1:00 – 2:15 PM 1:00 – 2:15 PM 1:00 – 2:15 PM 11 GUI Security for System Admin... 31 QSS Future Plans 51 Turbo-Image to Postgre SQL 12 Personnel Roundtable 32 New Concepts in Payroll 52 LSPOOL for Business 13 On-Line Remote Requisition Entry 33 Fixed Assets GASB34 Part 1 of 2 53 Fixed Assets Roundtable 14 Student SIG Data Disaggregation 34 Student Info Downloading 54 Testing Reports - QSP 15 Backing Out PR / APY 35 Benefit Mgt Module 55 Driving PR thru Position Control

2:30 – 3:45 PM 2:30 – 3:45 PM 2:30 – 3:45 PM 16 Applicant Tracking 36 GUI Finance/Personnel System 56 Budget Reporting 17 Finance / Personnel Committee Mtg 37 PR Encumbering 57 Client Server AR 18 New GUI Fixed Assets 38 Fixed Assets GASB34 Part 2 of 2 58 Absence Tracking 19 CSIS Spring Submission 39 Networking 101 59 CSIS Roundtable 20 Financial Companion 40 Personnel Downloader 60 Sys Mgmt: Adager, Usersec, Listspf,

Qbasic 4:00-5:00 PM EPC Committee Mtg 4:00-5:15 PM Microsoft Presentation: SQL

Server 2000 5:30-7:30 PM Hospitality Suite 5:30-7:30 PM Board of Directors Meeting

Circle the session numbers you plan to attend This Session Schedule Form must be completed and sent along with your Registration Form

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7:30 AM–9:00 AM – REGISTRATION AND CONTINENTAL BREAKFAST 8:45 AM–9:00 AM – WELCOME AND ANNOUNCEMENTS

PREMIUM SESSION 9:00 AM–3:45 PM [ A ] Financial Reports N. Seren Schaich, QSS

EXPERIENCE LEVEL GENERAL PRESENTATION LEVEL NON-TECHNICAL SESSION TYPE REPEAT

This seminar provides participants with an overview of the major tools used for analyzing QSS?OASIS financial and budget data. The all-day seminar will cover on-line look-up programs (ACTSUM, ACTDET, and VENDET), budget and financial reports (BDX110, BDF110, BDR110, FAR110, FAR300, and BUD300), and general ledger reports (GLD110, GLD115 and GLD125). It will also include more specialized reports like the Cash in County Treasury report, the Cash Flow report, the Budget Revision report, the Budget Transfer report, and the Summary Financial and Board reports (GLD400 and GLD500). Emphasis will be placed on the mechanics of pulling these reports, including a discussion of the options offered with each report.

REGULAR SESSIONS 9:00 AM –10:15 AM [ 1 ] Future Plans for QSS/OASIS and STUDENT/3000 Duane Percox, QSS

EXPERIENCE LEVEL INTERMEDIATE PRESENTATION LEVEL TECHNICAL/NON-TECHNICAL SESSION TYPE REVISED

This session will present an update to the QSS plans for migration of core software products to “open systems”. This will include languages, databases, operating systems, tools and vendor platform information. Portions of this presentation will be technical in nature, but some information will be of interest to those with no technical background. This session is being presented three times during the conference, once each day. Each presentation is identical. [ 2 ] How to Complete a CSR (Customer Service Request) Stephanie Gunderson, El Dorado COE

EXPERIENCE LEVEL GENERAL PRESENTATION LEVEL NON-TECHNICAL SESSION TYPE NEW

This session will discuss the structure of problem/bug reporting – Account Manager, Website Forum, Completing CSR & sending to QSS. In order to expedite the problem/suggestion/request process, it is helpful to provide QSS with an complete & accurate information on a CSR form. This session will provide some suggestions on completing the CSR form and developing back-up documentation to accompany the CSR, so that the QSS programmer/product manager understands the purpose of the request. We will cover how to provide this information (via attachments) and how to locate/find the information the form requests.

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[ 3 ] E Commerce/QSS Financial System Interface Lynne Adamson, Visalia USD


Did you know the QSS Financial Software will interface with Epylon? Learn how to encumber funds, issue purchase orders, and inspect general ledger detail on site-based orders issued utilizing the Internet. [ 4 ] Health Module Don Hemwall and Karen Brown, QSS

EXPERIENCE LEVEL GENERAL PRESENTATION LEVEL NON-TECHNICAL SESSION TYPE REVISED

Using the Health Module to automate your student health records. Automatically determine if a student’s record complies with State immunization requirements. Track and provide information on student record handicaps. Create parent notification letters. Create reports required by the State of California.

[ 5 ] Developing a Budget Jeanette Brooks & Pam Smegal, Capistrano USD

EXPERIENCE LEVEL INTERMEDIATE PRESENTATION LEVEL NON-TECHNICAL SESSION TYPE NEW

This session will walk you through one district’s process for developing a budget. Their user guide will show you how they put together the estimated actuals and the approved budget. Learn how to get the most out of position control and budget models. Attend Session 25, Financial Reporting to get some suggestions that will help with the process.

10:15 AM-10:30 AM 10:30 AM –11:45 AM [ 6 ] QORDS – QSS Online Relational Datastore -- Jeff McLaughlin, QSS An Operational Data Store for Your Data Warehouse Craig Davies, QSS

EXPERIENCE LEVEL INTERMEDIATE PRESENTATION LEVEL TECHNICAL SESSION TYPE REVISED

Attend this seminar to see an overview and demonstration of QORDS – QSS On-line Relational Data Store. QORDS allows you to rehost your STUDENT/3000 data in MS SQL databases in a format that can be used for ad-hoc reporting and as a starting point for data warehousing initiatives the district might want to develop. This session will explain the QORDS architecture and show examples of tools to work with and analyze the data once it has been populated in your QORDS database.

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[ 7 ] Finance SIG (Special Interest Group) Sue Daniel, Visalia USD Gail Pineda, Pleasanton USD

EXPERIENCE LEVEL BEGINNER PRESENTATION LEVEL NON-TECHNICAL SESSION TYPE REVISED

This is your opportunity to bring financial issues and concerns for sharing and brain storming solutions. A great time to network with other budget, payroll and finance QSS users. Bring your problems, questions, and praises regarding the software. Check with the users at your district for questions to bring and help offer suggestions for areas to improve. We need your input!! Many of our dedicated programmer projects are born in this session. So, come make your voice heard. [ 8 ] Purchasing, Stores, and Fixed Assets Committee Meeting Leeann Errotabere, Visalia USD Lee Ann Pomplun, Pleasanton USD


All member and non-member staff members are invited to the Purchasing, Stores, and Fixed Assets Committee Meeting. We will discuss the status of system enhancements and also discuss future enhancement needs. [ 9 ] Attendance Reports and Class Size Reduction Rob Coghlan, Corona-Norco USD

EXPERIENCE LEVEL BEGINNER PRESENTATION LEVEL NON-TECHNICAL SESSION TYPE NEW

It is very expensive if someone is not watching class sizes and also if you have a number of students who are truant. Come to this session and learn how to monitor class size reduction. Also see how Corona-Norco has automated a way to generate money through mandated costs for notification truancy and increased attendance by better notification to parents of truant students. [ 10 ] New Credentialing Assignment Duane Percox, QSS


This session is designed to show how the new credentialing system closely mirrors CCTC and what you need to do to make everything work smoothly. You will see how this system satisfies the needs and deadlines of different COE’s and Independent School Districts. Come and share with us how it works for you in your district and find out how others approach this subject. Bring your Credentialing Nightmares Questions and between all of us, we will work through them.

11:45 AM-1:00 PM Luncheon Contest Sponsored By: Student Committee

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1:00 PM–2:15 PM [ 11 ] QSS GUI Security for System Administration Bret Dabel, QSS

EXPERIENCE LEVEL BEGINNER PRESENTATION LEVEL TECHNICAL/NON-TECHNICAL SESSION TYPE NEW

Wondering how to setup users, control access to menus and generally administer the new GUI QSS/OASIS system? Come to this class to see how. This session will cover the new GUI modules for user maintenance and system administration. [ 12 ] Personnel Roundtable Sue Daniel, Visalia USD

Gail Pineda, Pleasanton USD Stephanie Gunderson, El Dorado COE


This is an informational meeting focusing on the Personnel modules. Come and talk to us about what is working well, what needs to be improved, and what great ideas you have for the future. Position Control, Absence Tracking, Applicant Tracking, Credential Issues are all areas we will discuss. The Finance/Personnel Committee will consider the information shared at this meeting when they make their decisions for the upcoming year. Come and share your good ideas! [ 13 ] On-Line Remote Requisition Entry Sue Toledo, San Juan USD


This session will give information and sample procedures to implement site based requisition entry. This will save staff time when purchase orders are issued. [ 14 ] Student Data Disaggregation Raelene Kaminsky, Downey USD


This session will cover student data, trying to make sense of some of the data requests made by many of the departments in our district, and trying to meet the needs of our users as we try to be United in User Support. The student system is not just for attendance and scheduling anymore! We have to meet the increased demands for data, aggregated, or disaggregated! Bring your ideas, your concerns and your samples. Let’s share the reports, the demands, and the solutions!

[ 15 ] Backing Out a Payroll or APY Run (OOPS) Ernie Newton, Yolo COE

EXPERIENCE LEVEL INTERMEDIATE PRESENTATION LEVEL TECHNICAL SESSION TYPE REPEAT

If a payroll or accounts payable run has been updated incorrectly, this will show how to “undo” this process. This is a session for the Intermediated/Advanced and Technical/Very Technical staff. This is not a fun process, but it can be done if you have the expertise.

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2:15 PM -2:30 PM

2:30 PM–3:45 PM [ 16 ] The Applicant Tracking Process Diane Walter, Visalia USD

EXPERIENCE LEVEL GENERAL PRESENTATION LEVEL TECHNICAL SESSION TYPE REVISED

Uniting in User Support to create, maintain and provide quality applicant records and reporting processes in QSS. If your Human Resources Department is not using this process, come and find out what they are missing. If they are using it, come and share helpful tips and ideas. [ 17 ] Finance/Personnel Committee Meeting Sue Daniel, Visalia USD Gail Pineda, Pleasanton USD


This is a regular business meeting of the CPUG committee interested in developing fixes and enhancements to the QSS/OASIS Financial/Personnel Software. We will elect a new Co-Chair and hear reports from QSS and our Dedicated Programmer. We will also vote on our budget for the coming year. The results of our Project Priority voting will be announced. Come and see what exciting changes will be addressed in the next fiscal year. Your participation shapes our future. [ 18 ] New QSS GUI Fixed Assets Randy Freeman, QSS Craig Davies, QSS

EXPERIENCE LEVEL INTERMEDDIATE PRESENTATION LEVEL TECHNICAL/NON-TECHNICAL SESSION TYPE NEW

Attend this seminar to see an overview and a live demonstration of the new QSS GUI Fixed Assets application. There will be some technical information given at this presentation during the overview to give the attendees information on all the various products and methods used in this software. The demonstration will use very few acronyms and be in English. If you want to see what the future of QSS will look like, don’t miss this session… Topics covered will include: GUI navigation, improved data search capabilities of the new software, client server architectural overview, QSS Controls, tools, system administration, and dynamically rendered Fixed Asset job selection criteria selection screens from XML. [ 19 ] United in Spring Submissions through CSIS Carol Bento, Corona-Norco USD


Come learn what changes will be needed for this year’s Spring Submission (R-30 – Language Census) through CSIS. Find out what worked well for others last year and what didn’t.

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[ 20 ] Using Financial Companion Jeff McLaughlin, QSS


Have you been looking for a GUI-oriented means of drilling down through your detailed QSS/OASIS financial transactions? The PC-based Financial Companion maybe just what you need. Attend this session for an overview of Financial Companion, learning how to select and filter detailed financial data that has been downloaded to your desktop computer or network server. You’ll find out how to automate the process so you have a fresh download to work with each morning, and you’ll discover how easy it is to import Financial Companion data into Excel or other PC-based software applications.

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PREMIUM SESSIONS 9:00 AM–11:45 AM [ B ] Advanced Position Control (half-day premium session) Don Hemwall, QSS


This session is for those who have implemented Position Control and want to enhance their skills in the use of the QSS/OASIS software or solve problems encountered during its use. The format of this session will be an open forum of questions and answers related to Position Control, its use, and its interaction with the rest of the QSS/OASIS Personnel, Payroll, and Financial systems. Bring your toughest questions. (Although this Premium Session has been offered at the past several CPUG Annual Conferences, due to its interactive Q&A nature its contents will be different every year.) If you have specific topics you would like to see addressed during this seminar, please e-mail them in advance to [email protected].

1:00 PM–3:45 PM [ C] Lspool-Reports Management for OSS/OASIS & STUDENT 3000 Karen Brown & Randy Freeman, QSS


The QSS utility program used for viewing, printing, down-loading and deleting reports created via QSS/OASIS or STUDENT/3000 is named LSPOOL. This session will briefly cover the basics of LSPOOL. Most of the session will be spent on using LSPOOL’s “L” option. This is a terrific way to filter and extract data from existing reports whether they are from student, finance or personnel. Do you have a report that either gives you too much information, or the information isn’t in the order you would like? Perhaps you would then like to import this information into a PC application such as Word or Excel. If so, this is the session for you.

REGULAR SESSIONS 9:00 AM–10:15 AM [ 21 ] QSS Control Center Duane Percox, QSS

EXPERIENCE LEVEL GENERAL PRESENTATION LEVEL TECHNICAL SESSION TYPE REVISED

This session will give an overview of QSS Control Center (QCC) application, which is the centerpiece of the QSS GUI/Web migration. Come see how QCC provides for single sign-on to all new QSS GUI/Web

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applications and is used to manage the QSS GUI/Web desktop for both system administrators and for end-users. This session will include a live demonstration.

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[ 22 ] Retirement Download & Audit (Hints & Tricks) Janice Hassler, Merced COE

EXPERIENCE LEVEL INTERMEDIATE PRESENTATION LEVEL TECHNICAL SESSION TYPE NEW

This is an exciting new session designed for staff of County Offices of Education or Independent School District preparing PERS and STRS retirement reports. Come and see how you can simplify the audit process using Lspool, Monarch, or Excel. You will be shown how to download a retirement report and import into a spreadsheet to sort by dates, pay codes, or retirement bases. This is a great new tool to simplify routine auditing. Come see what the excitement is all about! [ 23 ] Purchase Wish List/Round Table Leeann Errotabere, Visalia USD


This will be an open discussion on purchasing topics. Share receiving and purchasing system tips. Brainstorm on how to improve the system. [ 24 ] Unite Special Education with STUDENT/3000 Carol Bento, Corona-Norco USD


Are you responsible for supporting Special Education and CASEMIS? Does your district keep a separate database for Special Education? Did you know that CSIS districts will need to submit CASEMIS data through CSIS in 2007? Learn how you can maintain that data as part of STUDENT/3000 and make your life easier. [ 25 ] Financial Reporting Sherry Hahn, Capistrano USD Pam Smegal, Capistrano USD

EXPERIENCE LEVEL BEGINNER/INTERMEDIATE PRESENTATION LEVEL NON-TECHNICAL SESSION TYPE NEW

This session will deal with reports to use as a tool when developing your budgets. A variety of reports will be covered including financial summaries, activity reports and seven column reports. It will also highlight the added security options offered with new releases and how this allows reporting and inquiry capabilities tailored to the site or department user.

10:15 AM–10:30 AM

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10:30 AM–11:45 AM [ 26 ] QSS GUI Student System John Mulder, QSS Bret Dabel, QSS


United for the Future, the QSS GUI Student System. This session will focus on Student Maintenance, showing the various data entry screens for demographic data, guardian data, enrollment data, student class schedule data, and discipline data. [ 27 ] Payroll & Retirement Roundtable Terri Burger, Corona-Norco USD


Payroll and Retirement issues continue to change on a daily basis. Who can keep up with all those laws and regulations? Come and meet other folks in job-alike categories that are working with all the same issues. Payroll moves at such a quick pace, sometimes we can’t have time to do the development work needed to make our jobs easier. Maybe someone else has already figured it out! Bring your great ideas, suggestions, and solutions to share with the group. This is a great opportunity to brainstorm any modifications that can help us become more efficient. [ 28 ] Stores Wish List/Round Table LeeAnn Pomplun, Pleasanton USD


This is a hot topic. Several school districts have eliminated their stockrooms. This will be an open discussion on stockroom topics. Share and receive stockroom system tips. Brainstorm on how to improve the system. [ 29] Student: Attend Session #26


The student committee wants all of you to attend Session #26.. [ 30 ] Accounts Payable Roundtable Gail Pineda, Pleasanton USD

EXPERIENCE LEVEL BEGINNER PRESENTATION LEVEL NON-TECHNICAL SESSION TYPE REPEAT

Bring your positive attitudes and forward thinking ideas to this round table discussion. This is a great place to interface with other users to get new ideas, ask questions, or bring possible creative solutions.

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11:45 AM–1:00 PM Luncheon Contest Sponsored By: QSS 1:00 PM–2:15 PM [31 ] Future Plans for QSS/OASIS and STUDENT/3000 Duane Percox, QSS


This session will present an update to the QSS plans for migration of core software products to “open systems”. This will include languages, databases, operating systems, tools and vendor platform information. Portions of this presentation will be technical in nature, but some information will be of interest to those with no technical background. This session is being presented three times during the conference, once each day. Each presentation is identical. [ 32 ] New Concepts in Payroll Stephanie Gunderson, El Dorado COE


This session will review and discuss some new payroll concepts that were funded by El Dorado COE – scheduled to be released on PP3A. These new Special Options allow the payroll clerk to copy pay line and account information to a new pay line. They also provide the end user with the capability to move to a specific pay line and/or account code quickly. In addition, we will cover the On-Line Pay Detail – which includes pay line, deduction, and account distribution detail. They PAY830 will also be reviewed, as it has the detail options available. [ 33 ] QSS/OASIS Fixed Assets and GASB 34 (part 1 of a 2-session seminar) Don Hemwall, QSS


This two-session seminar will include overviews of both the QSS/OASIS Fixed Assets module and the QSS/OASIS Fixed Asset Inventory module. It will also cover how this software can help your district meet the requirements of GASB 34. You’ll be shown how to do straight line depreciation and how to use fixed assets categories to run GASB 34 reports. These topics will last for two sessions – the second session is a continuation, not a repeat, of the first session, so participants should plan on being present for both sessions.

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[ 34 ] Student Info Downloading Raelene Kaminsky, Downey USD


This session will look at the various ways to download student data to a PC/MAC. Data requests made by many of the departments in our district cannot be met by “canned” COBOL reports. We will look at the “L” option in LSPOOL, and the Student Query Downloader. We will also look at the various Student reports used to gather data for these downloads. Bring your ideas, your concerns, and your samples. Let’s share the reports, the demands, and the solutions, and be United in User Support! [ 35 ] Benefit Management Module Jeffrey Markov & Deb Smith, Elk Grove USD


The Benefits Management Module allows benefit information tracking at a level of detail not otherwise available. Which employees have which plans? How much does it cost the district for each plan? This information can be helpful in negotiations and budget development. The Benefit Management Module also automates the benefit deductions from pay eliminating duplicate data entry. The session will review the master files required to set-up the Benefits Management Module, the use of the employee update screen and take a look at available reports. The focus of the discussion will be on implementation and use from a users point of view.

2:15 PM–2: 30 PM

2:30 PM–3:45 PM [ 36 ] QSS GUI Finance/Personnel System Will Hoehn, QSS Duane Percox, QSS


Come to this session to see the latest updates to the new GUI/Web version of the QSS/OASIS core financial and personnel/payroll software. [ 37 ] Payroll Encumbering Greg Jenkins, QSS

EXPERIENCE LEVEL INTERMEDIATE PRESENTATION LEVEL NON-TECHNICAL SESSION TYPE REPEAT

QSS/OASIS enables you to drive payroll encumbering form position control records, or from the gross payroll and benefits expenses resulting from your payroll production process, or via on-line (hand) entry. This seminar will include a brief overview of the features and implementation steps for each of these strategies, helping you determine which might be best for your organization.

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[ 38 ] QSS/OASIS Fixed Assets and GASB 34 (part 2 of a 2-session seminar) Don Hemwall, QSS


This two-session seminar will include overviews of both the QSS/OASIS Fixed Assets module and the QSS/OASIS Fixed Asset Inventory module. It will also cover how this software can help your district meet the requirements of GASB 34. You’ll be shown how to do straight line depreciation and how to use fixed assets categories to run GASB 34 reports. These topics will last for two sessions – the second session is a continuation, not a repeat, of the first session, so participants should plan on being present for both sessions. [ 39 ] Networking 101 Alan Henderson, Inglewood USD


This session will assist us to be United in User Support by giving us pointers and general information on Networks. Many of us are caught between the old technologies and the new networking technologies, as we find things are not working. Bring your problems, and your solutions to share with all of us, as we all learn some new things. [ 40 ] Using the Personnel Downloader Sherry Lack, San Luis Obispo COE


Learn to use the Personnel Downloader from a “real” user! Learn how to create personnel files, which can then be downloaded to a PC and opened in other applications. Your download files may either be saved and reused, or you can create new requests each time. Learn to use this timesaving method for reports of your choice to satisfy your boss and other agencies as needed.

4:00 PM – 5:15 PM

Presented by Microsoft:

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PREMIUM SESSION 9:00 AM–3:45 PM [ D ] Linux Administration for MPE System Administration Bill Genske, QSS Gary Jackson, QSS Tim Provencio, QSS

EXPERIENCE LEVEL INTERMEDIATE/ADVANCED PRESENTATION LEVEL TECHNICAL SESSION TYPE NEW

In anticipation of the ongoing migration of the QSS supported QSS/OASIS and STUDENT/3000 software to a Linux server platform, QSS is offering this session to unite with users in support of the transition. This session will cover Linux concepts and practices including operation, administration, and management. Also touched on will be the editing of files, scripting, and program development. In order to make the assimilation of Linux easier for experienced QSS system administrators, Linux concepts and practices will be compared and contrasted to their MPE/iX equivalents where applicable. You have heard of Linux, and may even be using it now – come join us and take it to the next level.

REGULAR SESSIONS

9:00 AM–10:15 AM [ 41 ] QSS GUI Lspool Bret Dable, QSS Duane Percox, QSS


This session will demonstrate and explain the features of the new GUI version of Lspool. Come to this session to see how you can manage your print environment from this new module. [ 42 ] Accounts Payable & Payroll/Benefits Clearing Rules (part 1 of a 2-session seminar) Jeff McLaughlin, QSS


Accounts Payable, Payroll, and Payroll Benefits clearing rules, configured via the QSS/OASIS program GLMT03, determine how your check production processes post to your general ledger. Come to this seminar to hear these rules explained, and to discuss different approaches used by QSS Districts and County Offices of Education to set their clearing rules. Perhaps your organization will find a better way of handling these financial postings. This topic is the first part of two linked conference sessions – the second session, titled Voluntary Deduction Processing Methods, is a continuation of this session – you must

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understand the clearing rules in order to understand the various vol-ded processing methods – so conference participants planning to attend session #50 should plan on being present for this session beforehand.

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[ 43 ] Implementing Purchase Order Routing (part 1 of a 2-session seminar) Seren Schaich , QSS Bill Genske, QSS


This topic will last for two sessions – the second session is a continuation, not a repeat of the first session. So, participants in this session should plan on attending session #48 also. PO Routing is a new approval process for requisitions. Using this process allows districts to set up multiple approvers based on the content of the requisition. This allows the approval process to adhere to federal and state categorical requirements, governing board regulations, and district policy. PO Routing allows the district to create separate approval routes for different kinds of requisitions. The requisition’s actual path will be based on its content and other variables define by district policy. This two-session presentation will give an overview of how PO Routing works and will then walk participants through the implementation process and operating procedures. [ 44 ] Ready for CSIS Pre-ID Files Raelene Kaminsky, Downey USD


Using the CSIS programs will be the only way to send in Pre-ID files for testing purposes. This session will be an overview of the new information required by CSIS. This is for all student users, not just “CSIS” participants. Downey USD has gotten identifiers for all of their students and will be one of the first districts to test the CSIS – PRE-ID process. [ 45 ] Preparing Your Agency for Disaster Recovery Al Foytek, Visalia USD Bruce Storer, Modesto City Schools and Chris Gilbert, Sacramento COE


Who is responsible for recovering from a disaster which destroys your data center? Disaster recovery of an agency’s information systems is more than getting business back to normal. It means maintaining revenue sources, keeping community good will, maintaining management’s reputation, and protecting jobs. This presentation will discuss disaster recovery, its critical components and approaches for assuring readiness. Focus will be on HP 3000/QSS operations and the business processes dependent on them, e.g. payroll.

10:15 AM–10:30 AM

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10:30 AM–11:45 AM

[ 46 ] Future Plans for QSS/OASIS and STUDENT/3000 Duane Percox, QSS


This session will present an update to the QSS plans for migration of core software products to “open systems”. This will include languages, databases, operating systems, tools and vendor platform information. Portions of this presentation will be technical in nature, but some information will be of interest to those with no technical background. This session is being presented three times during the conference, once each day. Each presentation is identical. [ 47 ] Retroactive Payroll Calculation Greg Jenkins, QSS

EXPERIENCE LEVEL INTERMEDIATE PRESENTATION LEVEL NON-TECHNICAL SESSION TYPE REPEAT

This session is designed to present the features of the QSS/OASIS Retroactive Payroll Analysis Report. During the session we will review all of the selection criteria available for requesting the report, and we will review all of the detail information included on the report. [ 48 ] Implementing Purchase Order Routing (part two of a two-session seminar) Seren Schaich & Bill Grenske, QSS


This topic will last for two sessions – the second session is a continuation, not a repeat, of the first session. So, participants in session #48 should plan on attending session #43 beforehand. A description of the areas to be covered in this two-session presentation can be found under the listing for session #43. [ 49 ] WEBTools for STUDENT/3000 Karen Brown & John Mulder, QSS


Join us for an overview and demonstration of the latest version of Student WEBTools. Teachers can enter attendance and grades from their own PC or Mac and retire those pesky scan forms. Office staff can resolve attendance, change grades, and easily move from screen to screen with the simple click of the mouse. Student demographic information, grades, schedules, attendance, test scores and discipline information, is only a mouse click away! We can also show you how parents can access their children’s records from their home or office. [ 50 ] Voluntary Deduction Processing Methods (part 2 of a 2-session seminar) Jeff McLaughlin,QSS


QSS/OASIS supports various methods of processing payments for payroll voluntary deductions. Come to this seminar to hear these methods explained, and to discuss different approaches used by QSS Districts and County Offices of Education to process their vol-ded payments. Perhaps your organization will find a better way of handling these. This topic is the second part of two linked conference sessions – the first session, titled Accounts Payable and Payroll/Benefits Clearing Rules, is a pre-requisite for this session – you must understand the clearing rules in order to understand the various vol-ded processing methods – so conference participants planning to attend session #50 should attend session #42 beforehand.

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11:45 AM–1:00 PM Luncheon Contest Sponsored By: Finance Committee 1:00 PM–2:15 PM [ 51 ] Migrating from TurboIMAGE to PostgreSQL Duane Percox, QSS

EXPERIENCE LEVEL ADVANCED PRESENTATION LEVEL TECHNICAL SESSION TYPE REVISED

This session will provide details on how QSS is migrating its software from using TurboIMAGE to using the relational database PostgreSQL. You will learn about the administration of PostgreSQL databases, how data can be migrated between the databases and how QSS applications will use this new database technology. [ 52 ] LSPOOL for Business Sandra Ching, Placentia-Yorba Linda USD


Print File Transfer (PFLXFR) allows any QSS report to be downloaded for importing into a PC application. A complete report may be downloaded or selected information on the report, based on rules that you define to identify specific lines and/or columns (the information’s location). By the end of this session you will be able to: • Select the print file to download with the Local/Remote Print Spooler-LSPOOL (the “P” option of the menu) • Analyze the report to identify the unique characteristics in the columns of the line which holds the data to be downloaded • Use Download Report PFLXFR to identify the rules and select the oprtsion of the report to be included in the

downloadfile (the “L” option) • Build the download file • View the download file • Downlaod the file to your PC using Reflections • Import the download file into Excel [ 53 ] Fixed Asset Wish List/Round Table Lynne Adamson, Visalia USD


This will be an open discussion on fixed asset topics. Share and receiving fixed asset system tips. Brainstorm on how to improve the system.

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[ 54 ] Testing Reports – QSP Alan Henderson, Inglewood USD


This session will assist us to be United In User Support by showing us a new program through QSP to produce reports. Investigate this project with us. We will discuss their web site, and the ability to store data for longitudinal studies. Come join us to discuss this exciting new project. [ 55 ] Driving Payroll with Position Control Sue Daniel, Visalia USD


This session is designed to show how position control is the source data used by personnel and payroll departments. How can our system satisfy the needs and deadlines of different departments with different responsibilities? We will discuss how information is shared and how you perfect timing issues. Come and share with us how it works for you in your district and find out how others approach this subject. You can’t learn this process in one hour, but we will share things that need to be decided organizationally before you begin.

2:15 PM –2: 30 PM

2:30 PM–3:45 PM [ 56 ] Budget Reporting Gail Pineda, Pleasanton USD


For those of us that would like to have a recall on the reports in budget development: This session will be a brief overview of the reports in budget development as well as a walk-through of the beloved 7-collumn report. Users are encouraged to throw their hat in the ring and contribute any special uses of reports that they have encountered. [ 57 ] Client-Server Accounts Receivable Don Hemwall, QSS


This session will provide a brief overview and demo of the QSS/OASIS Client-Server Accounts Receivable (CSAR) module. See how CSAR can be used to create invoices, post payments, run reports to track current and aged invoices, and automatically accrue unpaid invoices at year-end.

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[ 58 ] Personnel Absence Tracking – New Features John Gardner, Elk Grove USD

EXPERIENCE LEVEL GENERAL PRESENTATION LEVEL TECHNICAL SESSION TYPE REPEAT

Review new absence features that QSS has developed for us. These features will include self correcting accruals and accrual calculation methods driven by position control, absence location field, categorical absence grouping, orphaned absence processing, absence mass change screen, and batch absence processing including a new expand data entry option to allow entry of a month’s data with one entry. We will also discuss our experience in getting this to work and how we use the system. [ 59 ] CSIS Roundtable Raelene Kaminsky, Downey USD


Presented at the end of the day, we will discuss how it’s been going and changes for the 2004/2005 school year. By this date, we will have finished the Fall Submission (CBEDS) and we will be working on Spring Submission (R-30 Language Census). Bring your questions, and your solutions to share. [ 60 ] System Management: Adager, Usersec, Listspf, Qbasic Tom Cachat, Capistrano USD


Various ways to see how much space you have in your datasets: Adager, DBXUSE, and Query. Using Adager to enlarge a dataset. How to sort Usersec files and how to use it to transfer them to a PC and search for a program name in multiple files. Handy things you can do with LISTSPF, especially looking for jobs that aborted. QBASIC used to come with MS-DOS. It’s handy for quick-and-dirty jobs.

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CARTER-PERTAINE USERS GROUP

2004 CONFERENCE PLANNING COMMITTEE Alan Henderson .................................................. Inglewood School District Cindy Coats............................................. Ontario-Montclair School District Ernesto Jacobo .....................................Merced County Office of Education Frank Fish .................................................... Quintessential School Systems Gail Pineda.............................................Pleasanton Unified School District Leeann Errotabere........................................Visalia Unified School District Leeann Pomplun ....................................Pleasanton Unified School District Linda Vincelette...................................Merced County Office of Education Pam Smegal ...........................................Capistrano Unified School District Sue Daniel....................................................Visalia Unified School District Susan Walker .......................................Merced County Office of Education Tom Cachat............................................Capistrano Unified School District Vern Alvarado......................................Merced County Office of Education

Thank you for attending this conference.SEE YOU NEXT YEAR IN “VISALIA”

DRIVE HOME CAREFULLY

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2003-2004 EXECUTIVE BOARD President: Tom Cachat

Capistrano Unified School District

Vice President: Susan Walker Merced County Office of Education

Secretary: Bonjie Immoos Colusa County Office of Education

Treasurer: Terri Burger Corona-Norco Unified School District

Past President: Linda Vincelette Merced County Office of Education

Student Committee: Alan Henderson Inglewood School District

Finance/Personnel Committee: Sue Daniel Visalia Unified School District

Gail Pineda Pleasanton Unified School District

Emergency Preparedness Committee: Al Foytek Visalia Unified School District

Bruce Storer Modesto City School District

Purchasing, Stores, and Fixed Assets Committee: Leeann Errotabere Visalia Unified School District LeeAnn Pomplum Pleasanton Unified School District:

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