Project journal

Title Description Author Post date
w/c 15th June 2020
  • IRM Configuration 
    • on-going 
    • development of Inventor Portal scheduled to be completed on 17/06
  • Training 
    • It has been agreed to reschedule training once the IRM configuration has been completed 
Andrew Stewart 16-Jun-2020
w/c 8th June 2020
  • IRM Configuration 
    • on-going 
  • Report Generation 
    • on-going 
  • User Acceptance Testing 
    • UT2 with TH completed 
    • Offline testing has been on-going but further concerns raised regarding 
      • the outstanding Inventor Portal
      • incomplete IRM configuration 
      • resource availability required for testing 
      • data migration to live 
      • verification of new reports given the limited data set on the Sandbox 
Andrew Stewart 16-Jun-2020
w/c 1st June 2020
  • IRM Configuration 
    • on-going 
  • Reports 
    • Draft overview of report with associated filters circulated 
  • Inventor Portal 
    • Outline design prepared 
    • Noted that
      • The Portal would now only be required to be used by the academics as the TT Team will undertake their admin tasks in SalesForce
      • The Portal is intended to be usable by Academics with no training or knowledge of the Technology Disclosure process
Andrew Stewart 16-Jun-2020
w/c 25th May 2020
  • IRM Configuration 
    • on going 
  • Reporting 
    • On going discussions regarding the TT Team requirement to generate local reports - which is currently outwith the Service Definition Document (SDD).  This requirement will form a recommendation from the project with regards to amending the SDD
    • The development of the reports has commenced 
    • The SalesForce Report tool has been enabled on the Sandbox
  • User Training 
    • Dates have been scheduled 
  • UAT
    Andrew Stewart 16-Jun-2020
    w/c 18th May 2020
    • IRM Configuration 
      • on-going 
    • UAT Workshops 
      • Due to the on-going configuration work, there will be the requirement to delay the first workshop by one week.  As a result 
        • UAT -1: w/c 01/06/20
        • UAT-2: w/c 08/08/20
        • UAT-3: w/c 15/06/20
    Andrew Stewart 16-Jun-2020
    w/c 11th May 2020
    • Weekly project conference call
    • IRM Sandbox
      • configuration on-going
      • TT team demonstration 
    • On-going view of reporting requirements
    • Training 
      • Collaborate demonstration
      • Commenced development of training content and user guide 
    Andrew Stewart 18-May-2020
    w/c 04/05/20
    • Business Requirements
      • As part of defining the business requirements, a further tab, namely; "working (reporting requirements) has been added to the spreadsheet to consolidate reporting requirements 
    • IRM Configuration 
      • Sandbox development on-going 
      • Arrangements to be made to enable early engagement by the Tech Transfer team to view 
    • Training 
      • Arrangements in place for Collaboration demonstration on Monday 
    • Project Governance 
      Andrew Stewart 07-May-2020
      w/c 27/04/20
      • Project brief formally signed-off by the project team and submitted to WIS
      Andrew Stewart 27-Apr-2020
      w/c 20/04/20
      • Project Team meeting held 
      • Business Requirements for Tech Transfer team completed
      • Documentation circulated outlining the differences between IRM Views and Reports
      • Training 
        • Initial training guides circulated 
        • Collaborate demonstration scheduled for Monday 11th May
      Andrew Stewart 21-Apr-2020
      w/c 13/04/20
      • Weekly project team meeting held 
      • SharePoint site consolidation 
      • Training template documentation shared with the project team 
      • Business Functional requirements document shared with the project team
      • Communications drafted for the Tech Transfer team
      • Project brief signed-off by Service Management
      Andrew Stewart 14-Apr-2020
      w/c 06/04/20
      • Meetings
        • Project Team meeting held on 06/04/20
        • Training meeting held with IS Digital Skills on 07/04/20
      • Project Planning 
        • Further updates incorporated into the Project Brief, Plan and Estimate
        • Project Brief signed off by Head of Enterprise Architecture
      Andrew Stewart 09-Apr-2020
      w/c 30/03/20
      • Project Planning
        • Brief updated and re-circulated 
        • Project plan updated 
        • project estimate generated 
      • Training 
        • Meeting scheduled for 07/04 with IS Digital Skills
      Andrew Stewart 09-Apr-2020
      w/c 23rd March 2020
      • Project Brief 
        • Completed first draft of the project brief
        • Circulated to the project team to review - 24/03/20
        • Meeting held to review the project brief - 25/03/20
      • Further meeting held with Head of Enterprise Services on 26/03/20
      Andrew Stewart 24-Mar-2020
      w/c 16th March 2020
      • Created a Teams environment for the project 
      • Commenced project brief
      Andrew Stewart 17-Mar-2020
      w/c 9th March 2020
      • Meeting with Business School to determine requirements going forward 
      • Project formally approved by WIS on 13/03/20 with a budget of 30 days.  As part of the approval, the project name was changed as noted in the Change Control Log - Issue 1
      Andrew Stewart 13-Mar-2020
      w/c 2nd March 2020
      • Project initiation meeting with project sponsor
      • Project website created 
      • Background analysis objectives prepared by Edinburgh Innovations and circulated 
      Andrew Stewart 06-Mar-2020

      Project Info

      Project
      IRM - Intellectual Property (IP) Team Onboarding
      Code
      CSG017
      Programme
      CSG Portfolio Projects (OTHCSG)
      Management Office
      ISG PMO
      Project Manager
      Andrew Stewart
      Project Sponsor
      Brendan McGuckin
      Current Stage
      Close
      Status
      Closed
      Start Date
      13-Mar-2020
      Planning Date
      27-Mar-2020
      Delivery Date
      14-Sep-2020
      Close Date
      17-Dec-2020
      Overall Priority
      Normal

      Documentation