Agresso User Forum
Friday 16 th November 2012
Western Infirmary Lecture Theatre -105
11:00am to 13:00pm

• Purpose of Forum
• Support
•Current Service Level Agreement
•Support Desk Response Times feedback
•Top 10 - Most common calls into the desk
•Web Server
• Training
•Training courses update by Ian Brown
•Training requirements
•New Training Manuals and Webpage development
• Section Update
•Systems Support & Development workload update
• Information on Agresso 563 Upgrade
•New Screens and Process updates.
• Day-to-day user issues
•Update of notes from last meeting
•General User problems and issues feedback
• Any other Business
Attendees
Ian Brown – System Support
Stephen Allan – System Support
Alison Graham- Accounts Payable
Claire McCallum- Procurement
Agresso Purchasing Officers

• Please sign the attendance sheet being passed about
• Presentation and Minutes will be published on Website
•
If you could mention your name when giving any feedback
• Try not all talk at the same time
• Forum should not last longer than 2 hours – hopefully

• To engage and communicate with Agresso users who use the system on a day-to-day basis.
•Allows Feedback from Agresso Users who use the system on a day-today basis.
•From the feedback and recommendations of the Forum, the Systems
Support and Development Section (SSD) can support the users to improve the system.
•The meeting also allows the attendees to be made aware of any forthcoming developments or system related issues from the SSD Section

Agresso
Support
Desk
YOUR FEEDBACK
SERVICE LEVEL AGREEMENT (SLA)
All e-mails submitted to the desk are given a call number, prioritised and allocated to a member of the support team.
The support desk is manned from 9am till 5pm (Monday-Friday)
The current SLA (Service Level Agreement) for calls is -
– Calls received by 12noon will receive a response by 5pm
– Calls received after 12noon will receive a response by 12noon the following day.
This is a minimum standard and calls are normally answered more quickly than this.

Top 10 Calls into the Supportdesk 2012
• Forgotten
Username/Password
• Website Access
• Substitutes
• Update Project
Approver
• Workflow Status Query
• Update User Forms
• Closing/Deleting Tasks
• Closing/Re-Opening
Orders
• New User Requests
• Access to Account/Cost
Centres/Projects

Web Server Issue
• Web Server Running Slow
• Web Server Not Working
Agresso User
Web Server 1 Web Server 2
Agresso Database
• Agresso will connect you to a
Web server which in turn will connect to the Agresso
Database
• Web Server may have a problem so not all users affected
• System support can fix problem by resetting server
• Fixing server can knock people out of Agresso

Web Server Issue -Solutions
• New upgrade to Agresso 563 will move us onto
Servers with up-to-date software - Windows
2008 – 64 bit operating system
• In spring 2013 we will be increasing the amount of web servers from two to four

Training Courses
• Web Requisitioning
Training
• Purchasing Officer
Training
• Short Enquiries
Course
• Full Enquiries Course
• Option to add online courses

Purpose Built Courses
Can be School/Subject/Department focused
Can be process focused (E-Procurement, Purchase Cards,
Enquiries), or can be condensed
Agresso Training
Design Specific Courses
Gather Information from Users to go over on day of training.
Can organise Venue, Trainer, Materials.

Training Manuals
• All Training Manuals and Videos have been updated for the
Agresso 563 Upgrade
• New processes or changes will be emailed to you over the weekend 17 th /18 th
November
• Web pages will be updated with Agresso
563 information
• Example of new training web pages as requested by User
Forum

FINANCE OFFICE
• New Pre- Award & Post Award
Research System
• Upgrade to new Supplier/Staff
Payment software
•
New Report System for
Management - Logix 4
•
Improve PI Reports
SYSTEM SUPPORT
DEVELOPMENT
WORKLOAD
UPDATE
OTHER
•
Agresso 563
• Updating Research Section Website
• Enhancements to Agresso 563
SCHOOL/SUBJECTS/DEPARTMENTS
• Web Payments Upgrade to Version 3
•
Travel Requisitions
– New Process
WEBSITE
•
E-PROCUREMENT (ongoing)
•
MISCO
• Electronic Invoicing
•
Upgrade to Version 3 software

Section Change
Agresso User Forum 2011
Requisitioning New Screen and different fields
Agresso Icon
.Net 4
New Icons – Front & Back Office
Must be installed to Access Agresso 563 Back Office – Instructions issued
Sales Orders
Purchasing Cards
Change to Screen layout
Back Office
– new mandatory field
Approval Screen
Requisitions Standard
Password Reset
Advance mode
New Screen Option
New Option to reset your own password

Last Forum Outstanding Minutes
Date Issued Update Details
Agresso User Forum 2011
New Requisition Screen Example Shown today
Standing Order New and updated notes for Agresso 563
Credit Notes
Sales Product Codes
Approval Levels
Closing Orders
Requisition Reminder
Update from Accounts Payable
Better descriptions still required
No change in Approval levels
Process looks at order status at header level
Reminder set up for 7 days if requisition not approved

System Support Updates
• Advise Approvers to set up substitutes on Agresso
Web pages if you know they are going on annual leave
• Password Reset Option on Agresso Web version
• Stricter control on Project Access
• Closing Orders – remember some suppliers are exempt and orders should still be reviewed.

Presentation and Action points will be published on the
Website
Thank you for all your feedback, contributions and time
Enjoy the Christmas break when it comes.....