Overview

Background

Worktribe, the company responsible for producing the University’s pre-award/post-award research administration management system, releases 2 major versions of the application per year.

There is a requirement to keep within touching distance of the latest version in order that the University is able to take advantage of functionality which relates to key University business processes, e.g. leveraging performance and functional improvements, legislative changes, and increasing demand from research funders and our own researchers.

It is envisaged that the University will never be any more than one major release behind Worktribe’s schedule.

After reviewing the content of the most recent releases it was decided to upgrade the University’s installation of Worktribe to v2020.7.   The upgrade should ensure that Worktribe continues to operate as expected including:

  • Testing of processes adopted by the University
  • Testing of the interfaces presenting data to Worktribe from Finance, HR, and IDM
  • Testing of the outgoing interfaces between Finance and Worktribe Testing of the external reporting solution (and the Worktribe BI Extract)
  • Testing of additional and/or enhanced functionality to the system
  • Upgrading WIKI pages and/or User Guidance
  • Once this upgrade has completed the supplier will continue auto patching on a fortnightly basis.

 

Scope

The scope of this project includes the following:

  • Upgrading all three environments (DEV, TEST and LIVE) to version 2020.7 of Worktribe
  • Testing of processes adopted by the University
  • Testing of the interfaces presenting data to Worktribe from Finance, HR, and IDM
  • Testing of the outgoing interfaces between Finance and Worktribe
  • Testing of the external reporting solution (and the Worktribe BI Extract)
  • Testing of additional and/or enhanced functionality to the system Upgrading WIKI pages and/or User Guidance

Out of scope

  • N/A

Objectives and Deliverables

No. 

   Description        

  MoSCoW Owner
O1

To apply the Worktribe v2020.7 upgrade to all necessary environments (DEV, TEST and LIVE)           

   
D1 Upgrades of Worktribe to v2020.7 in DEV, TEST and LIVE environments at the University of Edinburgh              Must Worktribe
O2

To fully test the version upgrade and how it is applied across our environments          

   
D2 Full tests of business processes adopted by the University on Worktribe application         Must     Project team
D3 Testing of the interfaces presenting data to Worktribe from Finance, HR, and IDM  Must     Project team
D4 Testing of the outgoing interfaces between Finance and Worktribe       Must Project team
D5 Tests of the external reporting solution (and the Worktribe BI Extract)     Must     Project team
D6 Testing of additional and/or enhanced functionality to the system       Must Project team
O3 To update any relevant user support pages in our Wiki and related guidance documentation    
D7 Updated versions of support materials  Must Project Team

Benefits

  • Worktribe is updated to the latest version, ensuring that supplier support is maintained
  • The business community will benefit for the resolution of bug fixes and additional functionality provided in the latest version

Success Criteria

  • Bug fixes resolved by upgrading to version 2020.7 
  • The upgrade of the Worktribe application is completed successfully in line with the software road map lifecycle

Project Milestones

Stage Milestone Due Date
Plan Planning and Brief sign off (MAJOR) 02-Oct-2020
Build Build Complete (Dev) 26-Oct-2020
Accept Integration and Acceptance Testing 09-Nov-2020
Deliver Upgrade Delivery (MAJOR) 17-Nov-2020
Deliver Deployment Sign off Review 30-Nov-2020
Close Closure (MAJOR) 11-Dec-2020

(Please copy and paste from Milestones log)

Project Info

Project
Worktribe Upgrade v2020.7
Code
RIS017
Programme
Research Information Systems (RIS)
Management Office
ISG PMO
Project Manager
Anne Mathison
Project Sponsor
Dominic Tate
Current Stage
Close
Status
Closed
Project Classification
Run
Start Date
11-Sep-2020
Planning Date
02-Oct-2020
Delivery Date
30-Nov-2020
Close Date
11-Dec-2020
Overall Priority
Highest
Category
Compliance