HomeMy WebLinkAbout12.21.1998 Customer Information System Implementation'l'O: RCR04 CITY!-IALL Roger C. Roecker MLM30 CITYHALL Melvin L. Meinecke CSE04 CITYHALL Cindy S. Edge KAZ30 CITYHALL Kaz Hamidian
FROM: LJB04 CITYHALL Lynn J. Bucher
DATE: December 21, 1998 SUBJECT: Customer Information System Implementation
The Customer Information System (CIS), referred to as application CX, training sessions 174ve been rescheduled as follows:(v-��7 lr-e. 11.,d/r�-* First 2/22/99
*
**
-2/26/99 Codes *Second 5/10/99 -5/14/99 Maintenance *Third 6/07/99 6/11/99 Transaction Processing ** Fourth 8/02/99 -8/06/99 Go Live ** Fifth 9/21/99 -9/23/99 Follow Up
The first thru third se3sions will be four days beginning on Monday, 1:00p and ending on Friday, 12:30p. Tuesday, Wednesday and Thursday times will be 8:30a -5:00p with a 1.5 hour lunch period.
The fourth and fifth sessions will be 8:30a -5:00p all days with a 1.5 hour lunch period.
All training will be in the City Hall upstairs conference room unless otherwise notified.
Unlike our previous HTE applications, an HTE project manager has been assigned to oversee the CX implementation. The project manager assigned to Friendswood is Paulette Mier, formerly City of Pearland Utility Billing supervisor. I talked at length with Paulette this morning regarding our implementation. She has tentatively scheduled an implementation team meeting for:
1/25/99 Monday 9:00a -5:00p. City Hall upstairs conference room
This meeting will review the implementation process in general and codes in particular. All those responsible for development of CODES for the CX system MUST be present. In addition, she has requested we do the following homework before the 1/25/99 meeting:
Read the INSTALLATION section of the implementation manual. Read any associated appendix sections. Be thinking of the kinds of codes we will want to implement. Write down any questions we have.
The meeting may not last all day, it will depend on issues brought up during the morning session; however, we need to be prepared to commit all day if it becomes necessary. I gave her a brief overview of our system as follows:
The number of customers (estimate close to 9000 by go live date) Our billing cycles and periods (4 and bi-monthly, 15th/31st) Contract meter reading (implementing 1/15/99) and the need to
interface with the Neptune meter reading system.
If there is a scheduling conflict with any of the above dates, please
let me know as soon as possible. Thank you.
COPY LIST: REM04 CITYHALL Robert E Matlock Paulette Mire Application Specialist ( 407)304-3235(800)727-8088 £060pmire@hteinc.coni · HTE Utility Systems 1000 Business Center Drive Lake Mary, FL 32746 www.hteinc.com
CIS IMPLEMENTATION WORK PLAN
TASKS Client HTE Resource
Task Task Assigned
1 IMPLEMENTATION PLAN
2 Initial Meeting to Discuss Implementation Plan X X
3 Training Schedule X X
4 Conversion Meeting X X
5 TECHNICAL ENVIRONMENT
6 Load Application Software X
7 Set Up Training Security and Conduct Keyboard Training X
8 GUI Training X
9 CONVERSION REQUIREMENTS
10 Deliver All Pre-training Conversion Requirements to HTE X
11 PREREQUISITES FOR FILE MAINTENANCE TRAINING
12 Prepare For 1st Training Visit
13 Most Recent Application Code I PTF's Loaded X
14 Prepare Training Schedule (rooms and times) X
15 Appropriate Personnel Available X
16 Read Sections 1 and 5 of the CIS Training Guide X
17 Modifications
18 Prepare Draft of All Modification Specifications X
19 Forward Draft of Modification Specifications to HTE X
20 Deliver Modification Specifications X
21 Review and Approve All Modification Specifications X
22 HTE 1st VISIT TRAINING
23 File Maintenance
24 Conduct Training on File Maintenance X
25 POST TRAINING REQUIREMENTS FOR FILE MAINTENANCE
26 Complete CIS code files X
27 Complete Cash Receipts code files X
28 Complete Work order/facility management code files X
29 Complete Land/Parcel Management code files X
30 Deliver all remaining conversion requirements X
31 Procedures
32 Write New Procedures X
33 Forms
34 Determine forms requirements: X
35 Bill Forms X
36 1st Delinquent Notice X
frwdcx.xls HTE Proprietary
Need by Date NOTES
Date Complete
Via conference call or on site.
Depending on the contracted
level of project management.
(*)
(*)
(*)
see notes for requirements
Recommend Core Group for
8/4/98 for this codes set up training
see·notes for requirements
(**)
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Page 1
CIS IMPLEMENTATION WORK PLAN
TASKS Client HTE Resource Need by Date NOTES
Task Task Assigned Date Complete
37 2nd Delinquent Notice X
38 3rd Delinquent Notice X
39 4th Delinquent Notice X
40 1st Final Delinquent Notice X
41 2nd Final Delinquent Notice X
42 3rd Final Delinquent Notice X
43 4th Final Delinquent Notice X
44 Order required forms X
45 Test Plan
46 Design test data base X ('"")
47 Train personnel on test data base X (**)
48 Prepare system test conditions X (**)
49 Review and approve test plan documents X X (**)
50 Documents Required by HTE: (minimum) Section 4 / CIS training guide
51 Delinquency setup document X
52 Parallel processing verification checklist X
53 Rate group verification checklist X
54 Update processing date document X
55 Forms checklist X
56 Conversion verification worksheet X
57 Parallel verification worksheet X
58 Execute Tests
59 Set up test environments X
60 UTILITY CONVERSION
61 Design Work:
62 Design General Account Information Conversion X
63 Design Bill/Payment History and NR Conversion X
64 Design Readings/Consumption History Conversion X
65 Complete and Finalize Conversion Document X
66 Review and Approve Conversion Document X
67 Code/Test Work:
68 Code/Test General Account Information Conversion X
69 Code/Test Bill/Payment History and NR Conversion X
70 Code/Test Readings/Consumption History Conversion X
71 Conversion Reviews and Data Integrity Testing X X
72 Modifications
73 Deliver Modification Specifications X
frwdcx.xls HTE Proprietary Page2
CIS IMPLEMENTATION WORK PLAN
TASKS Client HTE Resource Need by Date NOTES
Task Task Assigned Date Complete
74 Review and Approve All Modification Specifications X
75 Interfaces
76 Prepare Draft of All Interface Specifications X
77 Hand Held Meter Reading Download and Upload Interfaces X
78 General Ledger Interface (if NOT using HTE GIL application) X
79 Cash Receipts Lock Box Interface (if needed) X
80 Forward Draft of Required Interface Specifications to HTE X
81 Deliver Interface Specifications and/or Required Programs X
82 Review and Approve All Interface Specifications X
83 PREREQUISITES FOR CUSTOMER MAINTENANCE TRAINING
84 Prepare For 2nd Training Visit
85 Most Recent Application Code I PTF's Loaded X
86 Assignments From 1st Training Visit Complete X
87 Complete the 1st Run of Conversion X
88 Conversion Balancing Confirmed Prior to Visit (Deposits and AIR) X
89 Review and Identify Data Issues on Conversion Exception Reports X
90 Report Data Issues to Conversion Analyst X
91 Prepare Training Schedule (rooms and times) X
92 Appropriate Personnel Available X
93 Read Sections 2 and 4 of the CIS Training Guide X
94 HTE 2nd VISIT TRAINING
95 Customer Maintenance
96 Conduct Train the Trainers on Customer Maintenance X 11/10/98
97 Conduct End-User Training on Customer Maintenance X
98 POST TRAINING REQUIREMENTS for CUSTOMER MAINTENANCE
99 Procedures
100 Continue to Update New Procedures (RE: Customer Maintenance) X (**)
101 Conversion
102 Conversion Reviews and Data Integrity Testing X
103 Post Conversion Checklists Complete X Section 4 / CIS training guide
104 Review and Identify Data Issues on Conversion Exception Reports X
105 Report Data Issues to Conversion Analyst X
106 Parallel Testing
107 Execute Tests
108 Execute system test X
109 Correct problems and re-test X
110 Modifications
frwdcx.xls HTE Proprietary Page 3
CIS IMPLEMENTATION WORK PLAN
TASKS Client HTE Resource Need by Date NOTES
Task Task Assigned Date Complete
111 Test and Approve All Modifications for Customer Maintenance X
112 PREREQUISITES FOR TRANSACTION PROCESSING TRAINING
113 Prepare For 3rd Training Visit
114 Most Recent Application Code / PTF's Loaded X
115 Assignments From 2nd Training Visit Complete X
116 Complete the 2nd Run of Conversion X X
117 Conversion Balancing Confirmed Prior to Visit (Deposits and AIR) X
118 Review and Identify Data Issues on Conversion Exception Reports X
119 Report Data Issues to Conversion Analyst X
120 Prepare Training Schedule (rooms and times) X
121 Appropriate Personnel Available X
122 Read Sections 3 and 4 of the CIS Training Guides X
123 HTE 3rd VISIT TRAINING
,124 Transaction Processing
125 Conduct Train the Trainers on Transaction Processing X 12/8/98
126 Conduct End-User Training on Transaction Processing X
127 POST TRAINING REQUIREMENTS FOR TRANSACTION PROCESSING
128 Procedures
129 Continue to Update New Procedures (RE: Transaction Processing) X (*-)
130 Develop Transition Plan for System Activation X (**)
131 Develop Post Implementation Plan X (**)
132 Conversion
133 Conversion Reviews and Data Integrity Testing X
134 Post Conversion Checklists Complete X Section 4 / CIS training guide
135 Review and Identify Data Issues on Conversion Exception Reports X
136 Report Data Issues to Conversion Analyst X
137 Parallel Testing
138 Execute Tests Refer to test plan & section
139 Execute system test X 4 of the CIS training guide
140 Correct problems and re-test X
141 Execute Full Parallel Test X
142 Documents Required by HTE: (minimum)
143 Delinquency setup document X
144 Parallel processing verification checklist X
145 Rate group verification checklist X
146 Update processing date document X
147 Forms checklist X
frwdcx.xls HTE Proprietary Page4
CIS IMPLEMENTATION WORK PLAN
TASKS Client HTE Resource Need by Date NOTES
Task Task Assigned Date Complete
148 Conversion verification worksheet X
149 Parallel verification worksheet X
150 Interfaces
151 Test and Approve All Interfaces X
152 Hand Held Meter Reading Download and Upload Interfaces X
153 General Ledger Interface (if NOT using HTE GIL application) X
154 Cash Receipts Lock Box Interface (if needed) X
155 Modifications
156 Test and Approve All Modifications fo r Transaction Processing X
157 PREREQUISITES FOR HTE CIS SYSTEM ACTIVATION
158 Prepare For Live Visit
159 All Personnel Trained X
160 Most Recent Application Code / PTF's Loaded X
161 Assignments From 3rd Training Visit Complete X
162 All Parallel Testing Complete X
163 Execute Transition Plan for System Activation X
164 Complete the Final Run of Conversion X X
165 Financial Balancing Document Completed and Signed X Section 4 / CIS training guide
166 Appropriate Personnel Available X
167 SYSTEM ACTIVATION/POST IMPLEMENTATION
16$ Activate System X
169 Complete First Week of Go-Live Worksheet X Section 4 / CIS training guide
170 Execute Post Implementation Plan X
171 HTE Application Specialist On-site for Assistance X 3/8/99
172 HTE POST LIVE TRAINING X Opt.: 3-4 weeks post live
173
174
175 NOTES:
176 (*) HTE Technical SeNices offers this seNice, see contract for responsible party.
177 (**) HTE Professional SeNices offers this seNice, see contract for responsible party.
frwdcx.xls HTE Proprietary Page 5
CIS IMPLEMENTATION WORK PLAN
TASKS Client HTE Resource Need by Date NOTES
Task Task Assigned Date Complete
178 CONVERSION REQUIREMENTS
179 These requirements should be met prior to your first CIS training visit.
180
181 1.Prepare explanations of fields in the current billing system:
182 -Include code values and functions as appropriate.
183 -If fields have more than one use, explain all uses and the conditions
184 under which they occur.
185 -Screen prints.
186
187 2.Provide balancing information:
188 -How to determine a customer's account balance? Is it in one field or a
189 combination of fields?
190 -Send a copy of current system's Trial balance report.
191 (totals or summary page only)
192
193 3.Define billing cycles and reading routes (billing schedule)
194
195 4.Provide a small sample (less than 300 accounts) of your current customer
196 information on tape. The tape should have the following characteristics:
197 -Unlabeled
198 -1600 BPI (6250 is also acceptable)
199 -Fixed block (block length must be a multiple of record length) or unblocked
200 -Fixed field lengths
201 -Contain fixed length records
202 -Packed data, in most cases, should be unpacked
203 -Signed numeric fields should have a trailing sign
204 -File layouts (hard copy) corresponding to the tape must be included
205
206 A test tape may be prepared to confirm readability before all data is sent.
207
208 These requirements should be met after your first CIS training visit.
209
210 5.Prepare cross-reference tables
211 After you have completed all of your CIS code files:
212 -List out all CIS code files
213 -Using the HTE CIS code file listings, identify your current system codes to
214 the corresponding HTE CIS codes
frwdcx.xls HTE Proprietary Page 6
CIS IMPLEMENTATION WORK PLAN
TASKS Client HTE Resource Need by Date NOTES
Task Task Assigned Date Complete
215 -Identify field name where current system code is used
frwdcx.xls HTE Proprietary Page 7
ID "
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�on Reql.irem«ita
Training Claes
lnterfaeo Requlrl0m«'lt3
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Conversion Oenenll Tub
Identify and create a aami:le d3ta base
Pros4de data mQppng ot ein•ntflt-
1 Oe-.elop • cross reference table of curent coc!es and H. T
l'cw,Qrchlampedllta base, d:atafll• mapping, and ood= I . ·-r I .;ci,ocuo 00"1\,Cl"Slor, cert� c:all I Re-.i�aidfinaliZ'err,CU31:11"idi�ccr.MSia,i-I
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Set up ex system eonlrcl files
Elcplai'! and re\liewcodes
Set up Ooneric cedes
Set�receivablecodas
Set up _..,;c;e codes
CiSCUIS9 ccnvenicn requrements
Mods and 1/'ierfaceQ I
arY OF l"RIENOSWOOO IMPl..eMeNT"AilON SCHl!OUU!
DuratlOn start Finish Pred1 llctea fte&OtJri» Nam• 1 day Tu. 8/27/96 ! Tue 8127196 I COFJH..T.E
1 day Mon1/2S/99 Mon1� BUQ1ERIMRE
1 day Mon 1/25199 Mon 1/25/99
1 day Mon1/25M Mon 112.5/99
1 day Mon1�/99· Mm1/2.S/'i19.
1 d:ay 1Aon1� Mon1/25M
1 day Mon 1/25199 Mon1/25/99
3Sdays Mon1f15/S9 Fri 3112199
1..tdays Men 11'2!!i,/gQ Thu 2/11198 eucHeR/MATLCCK
1c:1a,,.I Mai 112S/88 Tue2/.2/99 Fields aince 1gas 8t.JCtiER/MA. TLOCK
10 da19 Men 2122m I Fri 3'5.'89 i 15UCHERMt\TLCCK
:2 clay:s Mxl�,Tue:319199 11 &JCH!:RNATLOCK
1 day' Wed 3/101991 Wed 3/10/99 12 l BUCME�REIMATLOCK/CONV PROGAAMW!R
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4 d4lys 'TUe:/23198 P'f12121118t1 Mori.1p.rn./Fr1.Noon BUCHEIVROBERTS
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29 l P'et1a'm lnlalll run Of conversion io le! R.,.,;ewco�on data and reports 31 ri!! Report all iau• tc H. T . .E
;2 ,� 2d Training Visit• customer maintenance = !E Rm gro<Jpsl
M 3 Loc:aUon Information
31 8 CUalomec-accou,t irf01TT1ati on
u 8 Na,,;iµt,e 1hrough CXuaingf�on kDys S7 [3 ex Werk arders
38 -=,-..__ .. � -� -....---
21 18 I Third p;llty nolfflcaton
40 @3 Meter lnfonnation l 41 13 Miscellaneo<a c:hQrgos
CITY CF FRIENOSVIIOOO IMPLEMENTATION SCH!!OULe
Duration 1 dllly s:�91 Pllllllh I l'l'edt Fri 315199 1 day Mon ◄/61891 Mon099 I , day MonS/3/98 Ma,5/3199 4 dayis MonS/3198 ThuS/6199 3 <bya Mcn513,'99 WedS/5/99 , day Thu5M9 TruS/6199130
-4daya TueC/11/91 P'rf S/141'9 4days TueS/11199 P'ri 5/14/99 ◄days Tue 5/1 1/99 Pri 5/1-4/SSI 4day. Tue6/11m Pri 5114189 4days TueS/11199 Frf 5/1 <l/!39
4da:,s TueS/11m Fr1 5114199 <:days_ riest11/99 ! --· Fri 5114199 4da)'3! Tue5n1/98 1 PnS/14199 4 d:aya Tue5/11/g9 Fri 5/14199 4 day.I Tua5n1/99 Frf 5114/99
Notes I "--ca Names C«t. Call 8:00A.M ! eucHl!!MIIATL.OCX/MIR.e
llleedng9:00AM I etJCHERMA.TLOCKJMRE lllee!irg 9:00A.M I BUCHER/MA Tt.OCl<JM RE BUCltEMMTLOCKICONV. PROCR.M1MER
Mcn.1p.mJl'l'Ufoon I H.T.li ex Trainer
--------ir---------------------i
� 9 Odcrmino o-.esrhtes forloc:aUon and customera 4 cb)'II Tu&S/11/gll Fri 5/14/99
� � I Deposit m:al"llena,ce .... is� T ormlnatonheai::twUai
48 I fill Creal histr:ry " 1.9 Initial baling 47 18 !!udget billing
48 1: I Meter lr'lllffliory
-48 Mo!l::r ins!alldon IO PJ.emr .·erro·,af fuo:tlons
Pro,'ect REVNTCHIMPSCH0127.MPP Date: Tue 1126.m9
Task Progress
.... ,es10n&
4da� Tue5/11/99 l""ri 5/14139 4daya Tue sn1199 P"ri S/14199 4day. TueS/11,/;II P'ri 5/14199 4 days TUe5/11/98 l"ri 5/14199 4 cbya Tue 6/11,9& l'ri 511-4199 4 days TUe 5/11/99 Fri 5'1-4139
I 4 days I Tue 5/11199 I Fri 5(141991 I 44111)'81 T ... 6111/;91 l'ri5.l14199l I
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ID tt Taalc Name 11 Preparation for M.T.& 2rd V!ttlt. P..-a
82 13$ O<dino teot pan
IS 8 Concu:t find -hiring -l :applioablo
u (3 Ccmpoti:,2nd IV'l ct conversla,
18 8$ statua Repxt (on lite)
88 � . 3nf Training visit -procaalng
li1 !3 Meter-reading tranaac::jons
18 8 Bllling�cnoalicn
u 13 l"lnal billo and I.QITOdled bllls
IO 8 Entierlng paymorta
81 B fnli:rlng adjl.lll1ments
82 13 Delinquency procasslng
s: "'":I I� '!' .. 'ri� � {=!=-"":.-.. ] ;:�i'itf
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88 8 Parallel Testing Commences
tr1 13 Comploter'doc:umcnt test aatpts
ea 8 Verify bill prirt is acan.te .. 13 Verify bill• are cafC\Jlatine c:om,c;11y
70 � l'anlllet Chect-Tralnlng Vlalt
71 8 Re-.i<!MI Parallel Cocumentat! on
12 Co Live Praperetlon
� Pr.ep;ratlonfor G0 Uw-SeeTrwwi�on Pim
74 8 Run final convenian
I Be12nce cornersia, I i I
CITY CF FRJ!NCS\11.00C IMPLEMSNT ATION SCHEOUL!:
&tart 11 days MDlll/17199
14 days Mon 5117/&G
1◄da� Mon 5/17.199
2 daya Thu!/3Al9
1 cay Mcne/7198
4day3 Tllell/llt91
4 days TueSNQ9
◄days Tue�
◄days Tuea/a/99
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◄days TueS/!/99
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%days 1\.1♦711:191
2days TUo 7/13199
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15 days Mon 7'12/99
1 day Fri 7f'J0/99 I
1 d:ay I Mon812J�,
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Thu 6/3/il9
Fri 614139.
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Fri 7/23/99
Fri 7123199
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Wed 7/14/aS
Monll/2/M
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Mon 0/2/99 j 7 4 I
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Jan 26 99 12:03p
CITY OF FRIENDSWOOD
CIS IMPLEMENTATION MEETING
JANUARY 25, 1999
Attendee's:
HfE Jl'aulette Mire, Project Manager
FRffiNDSWOOD Lynn Bucher, Finance Officer
Bob Matlock, MIS Manager Melvin Meineck, Public Works Director
Roger Roecker, Dir. of Administrative Ser.
Cindy Edge, Accounting & Utilities Services Supv.
Kaz Hamidi an, Utilities Supt.
Karen Keeslar, Utility Billing Clerk Renee Wilkerson, Utility Billing Clerk
Topics of Discussion:
1.
2.
3.
4.
Conversion-
The conversion topics discussed. were Cross Reference Table, Data Mapping
Sample DataBase and Conversion Specification Document. FRWDhas sent a
samp le database to R T.E programming staff and was advised by Jenn y McAlister
that the file was readable.
There was also a len gthy discusnion regardmg what infonnation was maintained
on FRWD's current system and what will be converted.
Environments-
A decision was made and agreed to by all present that FRWD would maintain a
Production and Testing Environment. FRWD staff will create and maintain the
test environment.
Modifications and lnterf.aces-
The only interface that was identified during this meeting was for the handheld
device. Friendswood is currently contracted to a third party, Echo Resources, for meter reading. Echo Resources is using the Schlumburger Hand.held device. l
advised the client that I would determine if an SCR is required for the handheld
interface.
Training-
A decision was made and agreed to by all present that H T.E would train the end
users. FR WD was advised that tl1e training facility would require an overhead projector, n flip chart and a white board. FRWD agreed to limit training to 6
individuals for all hands on training sessions and 8 individuals for codes training. The training s11bj� matter for each training session was reviewed with the client.
I recommended an additional visit be scheduled for the purpose of parallel review
The client agreed to allow me to schedule a 2-day training visit for this purpose.
p.6
\
Jan 26 S9 12:04p
5.Implementation Plan-
nm Impleme�tation Plan was·reviewed with the client. Bob Matlock was selected
as the contact person for FRWD. All FRWD tasks on the implementation plan
were assigned to Lynn Bucher and Bob Matlock jointly. This assignment was
agreed to by the client.
The client requests that I include the Status Report Meetings on the plan as well.
6.Testing-
The client is tmsure on the testing method that will best fit FRWD's requirements
and resources. Tue decision was made to review RT.E's Parallel Test Plan and
meet to discuss and finalize this issue.
p.7
File: Copy To: Lynn Bucher -CX Implementation Roger Roecker Melvi n Meinecke Cindy Edge Kaz Hamidian Bob Matlock , I DATE: 01/25/99 FRIENDSWOOD KICK OFF MEETING AGENDA INTR ODUCTION C ONVERSION OVERVIEW C ONVERSION CHECKLIST C ODES CROSS REFERENCE TABLE DATA FILE MAP PING ✓SAMPLE DATA BASECONVERSION SPECIFICATION DOCUMENTRECOMMENDED ENVIROMENTSCONVERSION DATALOCATION INFORMATION CUSTOMER INFORMATION METER INF ORMATION FINANCIAL INFORMATION INITIAL CONVERSION FULL DATA BASE C ONVERSION 9:00AM - 9:30AM 9:30AM-10:30AM MODIFICATIONS/INTERFACES l!1 10:30 AM�l :00 PM ... Determine requirements for Friendswood � • �� U4.-cL z SCR SPECIFICATIONS (Sy.sfel'\1 6'a.rt9<!. J?�(lB�'i) TRAINING DISCUSSION 11 :00 PM -12:00PM , DEFINITION OF FRIENDSWOOD'S TRAINING NEEDS: �� � � -T��R 1 n _a.-.. (:�TRAINING �l�) }vl DEFINITI ON OF HTE'S ON SITE TRAINING r ;JM;i · r �<Vl r ,/ )( Nar(Define each visit and disc»ss atten1��� .. 7,;.. 0A�� rv{� � f '1IJ.:. �(L \J,¾\ ��"t.5cODES VISIT - / ("(!.
-r Vo'� '"""r .. -; J(,Af' <r O (e' \\ \ .t"�t �AINTENANCE TRAINING \ .f¼ROCESS TRAINING -f'�.s J�S GO -LIVE VISIT Jd-yJPOSTGO-LIVE,VISIT -'7/�c>�Q./�__,,� '---J;;:;� LUNCH 12:00 PM - 1 :00PM I
RESUME 1RAINING DISCUSSIONDEFINITION OF RESOURSE REQUIREMENTS I :00 PM -1:30PMRES OUR.SES/BOTH .-..� _ /J ../? /J • ;, /J . • 1. /}TRAINING MATERIALS - , � � rca..ve � �� TRAINING FACILITIES 7 fv(_f r lA-42 � � •IMPLEMENTATION PLANREVIEW IMPLEMENTATION PLANTESTINGTEST CRITERIATEST SCRIPTSTEST TEAMPARALLEL TESTINGDISCUSSION I :30PM -2:30PM2:30PM-3:30PM3:30PM-5:00PM
APPLICATION TEST SCRIPT
CATEGORY:MISCELLANEOUS CHARGES
SUBCATEGORY: MISCELLANEOUS CHARGE ENTRY
TASK: MISCELLANEOUS CHARGE ENTRY, LIST & POST
SCRIPT NO. F401
DESCRIPTION:
Test the addition of both System- Generated and Manually Generated Miscellaneous Charges to a
Customer Account.
PURPOSE OF THIS SCENARIO:
Verify that a Miscellaneous Charge entryadded to a Customer Account is processed correctly, appears
correctly on tl1e Miscellaneous Charge Listings and the Miscellaneous Charge Posting Report and finally
that the account is updated appropriately
TEST ACCOUNT SPECIFICATION AND, IF APPLICABLE, TEST CASE VOLUME
(If not specified, Tester should fill in account number(s) used.)
***Ensure that there are at least three system generated miscellaneous charges waiting to be listed
and posted prior to executing this test.
Account Numbers: Select three Active Accounts and detennine the type and amount of the miscellaneous
charges to be added to each account.
Account Number Miscellaneous Miscellaneous
Charge Type Charge Amount
Financial Test ScriptF401.doc 09/01/98 1
TEST STEPS: ***STEP 1 -Select three Active Accounts and document the account numbers in area provided above. Also document the type and amount of each miscellaneous charge to be added manually. Run a Miscellaneous Charge listing to ensure that there are system generated charges waiting to be listed and posted-if not, refer to test coordinator to ensure that action is taken to make this possible. Document the account numbers, miscellaneous charge type and amount from the system generated charges. STEP 2 -Enter the miscellaneous charges to accounts selected in Step 1. STEP 3 -Run the Miscellaneous Charge Listing report for All transactions. STEP 4 -Review the Miscellaneous Charge Listing to ensure that all miscellaneous charge transactions entered and all system generated miscellaneous charges are included on the listing for the appropriate amounts STEP 5 -Post the Miscellaneous Charges. STEP 6 -Verify that the Miscellaneous Charge activity is visible in pending transactions on the accounts listed in Step 1. The transactions will appear in pending transactions as status T after posting. ***STEP 7 -Refer to Test Coordinator to ensure that all accounts listed in step 1 are billed during an update. Remember that miscellaneous charges remain in a posted pending status until the account is billed. STEP 8 -Upon return from the Test Coordinator -verify that the balances on the accounts are increased by the amount of the miscellaneous charge and that the miscellaneous charge is reflected as a transaction on the Combined History Inquiry Screen 09/01/9R 2
RESULTS TO EXPECT:
Both system generated and manually entered Miscellaneous Charges are reflected on the
listing report.
Both system generated and manually entered Miscellaneous Charges are reflected on the posting report
The Miscellaneous Charge transaction is reflected in pending as status T after posting is
completed and prior to update.
Miscellaneous Charge transactions appear on the combined history screen and the
account balance has been updated to include the amounts charged. Fimmci:il Test ScriotF401.doc 09/01/98 3
APPLICATION TEST SCRIPT
CATEGORY:MISCELLANEOUS CHARGES
· -SUBCATEGORY: MISCELLANEOUS CHARGE ENTRY
TASK: MISCELLANEOUS CHARGE ENTRY, LIST & POST
SCRIPT NO. F401
RESULTS:
_____ .PASS 4 of4 ___ FAIL
Less than 4
IfFAIL, check of the Severity Code level:
___ 1 Defect causes system crash and impedes all production and development. Requires immediate
correction.
___ 2 Defect causes failure of application function. Correction required before go-live.
___ 3 Defect causes incorrect action or result to occur, but the application continues to operate.
Correction required before go-live.
___ 4 Defect is cosmetic in nature, and may be corrected after go-live.
IDENTIFY THE SCREEN ON WHICH THE FAIL URE IS DISPLAYED BY NAME AND NUMBER.
ATIACH A COPY OF THE SUPPORTING DOCUMENTATION.
COMMENTS:
For any test that does not meet the expected results exactly, describe the failure in the comments area.
Date Test Performed __ / __ / __
Tester's signature: ______________________ _
HT E Project Manager's Signature _________________ _
Fimmcial Test ScriotF401.doc 09/01/98 4
TASK#
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
CITY OF FRIENDSWOOD
TRANSITION PLAN
RESOURCE DATE
TASK DESCRIPTION ASSIGNED ASSIGNED
TWO WEEKS BEFORE:
Verify any outstanding billing issues have been resolved
Verify bill forms are on site
Verify resources are assigned
Verify parallel testing is complete
Verify mods/interfaces are complete & tested(if applicable)
Identify a date of closure for public access and ensure
customer notification(if applicable)
Verify meter reading schedule with any necessary
changes due to changes in billing methodology
Ensure last conversion has been completed, reviewed and
documented
Review go-live list
Obtain list of phone numbers for key personnel
Establish when all interruption of services will be placed on
hold
Review and update post go live list of tasks
Establish a process to collect manual work that will be
entered upon completion of final conversion
ONE WEEK BEFORE:
Verify any outstanding billing issues have been resolved
Review meter reading schedule and plan which routes will
be downloaded prior to/after conversion(if applicable)
Confirm that mods & interfaces are complete(if applicable)
Ensure that billing (through bill print) is working correctly
Last day to open any work orders
Page 1
1/25/99
DATE
COMPLETED COMMENTS
TASK#
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
CITY OF FRIENDSWOOD
TRANSITION PLAN
RESOURCE DATE
TASK DESCRIPTION ASSIGNED ASSIGNED
THREE DAYS BEFORE:
Plan/schedule with MIS for inquiry only mode for day of
conversion
Plan/schedule with MIS for close out on current system
and cut of final tape for conversion
Verify that latest PTF's for O/S 400 and NS 400 are
loaded
Confirm withFriendswood's Conversion Programmer and
HTE's Conversion Programmer on call status during
conversion
Ensure that HTE Project Manager and Trainer are
scheduled for on-site visit during go-live
Verify any outstanding issues that will prevent billing are
resolved
Ensure that printer setup is correct for bill printing
Verify connectivity to all remote locations-if applicable
Meet with resources to schedule and make assignments
to verify final conversion
Identify cycle/routes to be downloaded for read after final
conversion(if applicable)
Schedule entry of all manual transactions
TWO DAYS BEFORE:
Verify any outstanding billing issues have been resolved
Verify all tasks assigned and status thereof
Obtain.time table from MIS for day of final conversion
Last day for meter reading uploads/download
Last day to complete all open work orders
Ensure all reverse pay items are completed
Establish and confirm cut off time for all customer
payments and adjustments
Page 2
1/25/99
DATE
COMPLETED COMMENTS
TASK#
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
CITY OF FRIENDSWOOD
TRANSITION PLAN
RESOURCE DATE
TASK DESCRIPTION ASSIGNED ASSIGNED
One day before:
Verify any outstanding billing issues have been resolved
Double check that the most recent PTF's for the OS/400
and AS400 have been loaded
Environments can be reduced to two or the appropriate
number for ongoing testing and/or training
Confirm that project is on track for final conversion
CONVERSION DAY:
Verify any outstanding billing issues have been resolved
Confirm time for current system to be in inquiry mode only
Confirm cash entry cut off time
Recheck manual transaction gathering process
Complete full back up of current system
Obtain authorization from Friendswood and HTE Project
Managers to proceed with conversion
HTE Project Manager will call the conversion programmer
and authorize conversion to begin
Friendswood conversion personnel will monitor conversion
to completion
HTE conversion personnel will monitor conversion to
completion
Verify emergency/contact phone numbers for the
following:
Paulette Mire
H.T.E Trainer
Lynn Bucher
Verify appropriate personnel from HTE and Friendswood
have assess to conversion site if required
Page 3
1/25/99
DATE
COMPLETED COMMENTS
TASK#
53
54
55
56
57
58
59
60
61
62
TASK DESCRIPTION
UPON COMPLETION OF CONVERSION
Notify key personnel to reconvene at conversion site
within a two hour window
Verify final conversion and sign Balancing document
Complete all conversion documents
Begin entry of all manual transactions
Begin entry of Post go-live tasks
Ensure down load for meter reading
Perform update/NO BILL
1st Day Live
CITY OF FRIENDSWOOD
TRANSITION PLAN
RESOURCE DATE
ASSIGNED ASSIGNED
Review update reports i.e. billing register, printed bills, etc.
Submit a cycle for billing
Report any outstanding issues to HTE
Page 4
1/25/99
DATE
COMPLETED COMMENTS