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<p class="MsoNormal">Valerie,<o:p></o:p></p>
<p class="MsoNormal">It appears you updated the Competency Traveler/form by deleting the 4 traveler steps I listed as examples in my email. There are other changes to be made, a report to create, and possible batch upload method to develop (all discussed in
02 Sep meeting). Spending time now to work on developing the Competency Record puts the schedule in too much risk, especially when you say you don’t have time. I have moved on to using a Word form and will revisit developing a Pansophy form at some later date.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Jacob<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b>From:</b> Valerie Bookwalter <br>
<b>Sent:</b> Tuesday, October 26, 2021 11:31 AM<br>
<b>To:</b> Jacob Harris <jharris@jlab.org>; E. Anne McEwen <mcewen@jlab.org><br>
<b>Cc:</b> Tony Reilly <areilly@jlab.org>; pansophy@jlab.org<br>
<b>Subject:</b> RE: Busy<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D">Done<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b>From:</b> Jacob Harris <br>
<b>Sent:</b> Monday, October 25, 2021 2:05 PM<br>
<b>To:</b> Valerie Bookwalter <<a href="mailto:bookwalt@jlab.org">bookwalt@jlab.org</a>>; E. Anne McEwen <<a href="mailto:mcewen@jlab.org">mcewen@jlab.org</a>><br>
<b>Cc:</b> Tony Reilly <<a href="mailto:areilly@jlab.org">areilly@jlab.org</a>><br>
<b>Subject:</b> RE: Busy<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Valerie,<o:p></o:p></p>
<p class="MsoNormal">When I clicked the Training link in Pansophy a few days ago, it went to the Pansophy Dev space and said I was not authorized to view this area. Now the link takes me to the production area of Pansophy and I am able to see the Training Traveler.
I seems you made some changes (or at the very list changed a link) in the last few days.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">You, Megan, and I had a meeting on 02 Sept to discuss the requirements/changes for the Training Traveler form. The Training Traveler that is available now looks the same as it did in 02 Sept. It does not include any of the requested changes
we discussed, e.g. delete steps 2, 3, 5a, and 5b. There is no point in asking people to fill out the old version of the Training Traveler, so it doesn’t “work”.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Putting the “spreadsheet” online was not requested in our 02 Sept meeting. The intent of the Competency Program was to use the spreadsheet in the DocuShare location for organizing Competency, and use the Pansophy traveler for recording
Competency.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">If we are starting from the original Training Traveler (which is the one showing online), it doesn’t make sense to wait weeks longer to get an updated version. Especially true when you don’t have time. I am already exploring alternatives.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Jacob<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b>From:</b> Valerie Bookwalter <br>
<b>Sent:</b> Monday, October 25, 2021 12:42 PM<br>
<b>To:</b> Jacob Harris <<a href="mailto:jharris@jlab.org">jharris@jlab.org</a>>; E. Anne McEwen <<a href="mailto:mcewen@jlab.org">mcewen@jlab.org</a>><br>
<b>Cc:</b> Tony Reilly <<a href="mailto:areilly@jlab.org">areilly@jlab.org</a>>; John Fischer <<a href="mailto:fischer@jlab.org">fischer@jlab.org</a>><br>
<b>Subject:</b> RE: Busy<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D">Jacob,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D">I do not understand your statement, ‘</span>Since the Competency Record Form in Pansophy is out’.<o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D">The Training Traveler is still in place and works.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D">No other requirements have been identified for the “form”.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D">I was working on putting the “spreadsheet” on line, but you didn’t want that.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D">====\<o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="color:black">From:</span></b><span style="color:black"> Jacob Harris <<a href="mailto:jharris@jlab.org">jharris@jlab.org</a>><br>
<b>Sent:</b> Friday, October 22, 2021 3:15 PM<br>
<b>To:</b> E. Anne McEwen <<a href="mailto:mcewen@jlab.org">mcewen@jlab.org</a>>; Valerie Bookwalter <<a href="mailto:bookwalt@jlab.org">bookwalt@jlab.org</a>><br>
<b>Subject:</b> RE: Competence software on hold</span> <o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Valerie,</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Why is this
<a href="https://pansophydev.jlab.org/pansophydev/Competence/index.cfm">COMPETENCE (jlab.org)</a> being prioritized or done? A spreadsheet on DocuShare does all of this and will be used for the foreseeable future. The competency record
<a href="https://pansophydev.jlab.org/pansophydev/Training/index.cfm">TRAINING (jlab.org)</a> (which I am no longer permitted to see) was the priority. The request was to greatly simplify what was already created and work with John to create a batch-upload
spreadsheet to aid in creating multiple competency records.</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> </span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">A conversation with me, or at least CC’ing me or John, when you paused would have been helpful. I need to find time next week for John and I to meet with you to discuss how
to get competency back on track. We still need the Competency Record asap.</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> </span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Jacob</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D">====/<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D">Valerie Bookwalter<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D">Jefferson Lab, SRF Department<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D">Pansophy Team<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D">1-757-269-5802 (OFFICE – currently working offsite)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b>From:</b> Jacob Harris <br>
<b>Sent:</b> Monday, October 25, 2021 11:35 AM<br>
<b>To:</b> E. Anne McEwen <<a href="mailto:mcewen@jlab.org">mcewen@jlab.org</a>>; Valerie Bookwalter <<a href="mailto:bookwalt@jlab.org">bookwalt@jlab.org</a>><br>
<b>Cc:</b> Tony Reilly <<a href="mailto:areilly@jlab.org">areilly@jlab.org</a>><br>
<b>Subject:</b> RE: Busy<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Valerie, et. al.,<o:p></o:p></p>
<p class="MsoNormal">Since the Competency Record Form in Pansophy is out, I will work with John to develop an alternative. I believe there are no remaining QMS/ISO requests for the Pansophy Team.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Jacob<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b>From:</b> E. Anne McEwen <br>
<b>Sent:</b> Monday, October 25, 2021 10:28 AM<br>
<b>To:</b> Valerie Bookwalter <<a href="mailto:bookwalt@jlab.org">bookwalt@jlab.org</a>><br>
<b>Cc:</b> Tony Reilly <<a href="mailto:areilly@jlab.org">areilly@jlab.org</a>>; Jacob Harris <<a href="mailto:jharris@jlab.org">jharris@jlab.org</a>><br>
<b>Subject:</b> RE: Busy<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Valerie, <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Thanks getting back<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">there were actually two items in the teams meeting notice – first item being the Pansophy Resource loaded schedule . If you need my help on this we should meet <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">I put a meeting in your calendar for Wed . if this does not work for you please let me know when you will be available (perhaps next week ?)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Thanks Anne <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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