TUG Reports Training Team

Terms of Reference

Mandate/Scope

The TriUniversity Group of Libraries (TUG) uses the Cognos business intelligence suite to support its functional and statistical reporting requirements. A centralized web-based environment that will provide primary access for most staff who work with statistics and reports is under development.

The TUG Reports Training Team is responsible for developing and delivering a training program and providing ongoing support for TUG Library managers and other staff who use the Cognos Upfront (web), PowerPlay and Impromptu applications to derive statistical information, run reports and create reports. The goal is to enable these managers and staff members to confidently and independently derive required statistical information and run Impromptu reports.

Specific Objectives

Attend training sessions to develop a depth of knowledge of Cognos PowerPlay, Upfront and Impromptu
Develop an understanding of the content and interpretation of the underlying data in a broad range of PowerPlay cubes and existing Impromptu reports
Prepare and deliver training programs in Upfront, PowerPlay and Impromptu to TUG managers and other staff who work with statistics and reports; prepare local handouts/user manuals for use in these training programs
On an ongoing basis, monitor and address requirements for training refresher sessions (e.g. when software is upgraded) and training for new staff
Serve as a resource to be consulted by managers and other staff for assistance in using the Cognos applications
Monitor Cognos software upgrades and prepare and deliver refresher training sessions as needed
Participate in the testing and evaluation of new software (e.g. software upgrades)

Membership

The Training Team will include at least two members from each TUG institution. Members will be selected to ensure representation from a wide range of functional areas. Members will serve for a two to three year renewable period. A Facilitator/Coordinator will be appointed by the Team.

Current membership:

University of Guelph:	Alan Gale, [vacant position]
University of Waterloo:	Susan Arruda, [vacant position]
Wilfrid Laurier University:	Linda Cracknell, Vera Fesnak, Matt Tales

The TUG Reports Training Team is appointed by and reports to the TUG Statistics and Reports Group.

Revised, January 9, 2008