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PeopleSoft Customer Advisory Board (CAB) Town Halls

Hear from the PeopleSoft Customer Advisory Board members at an upcoming CAB Town Hall! (May 14, 22, 30)

The PeopleSoft Customer Advisory Board (CAB) represents the needs and requirements of the 50+ local educational agencies (LEAs) using PeopleSoft.

The CAB Members would like to invite you, PeopleSoft HCM and Finance Users, to a Spring 2019 CAB Town Hall Meeting
. Three town halls are scheduled across the county during the month of May. CAB members would like to share with you who CAB is and what they have been working on, including how they evaluate projects related to PeopleSoft fixes and enhancements. The CAB would also like to use this opportunity to hear from you, the PeopleSoft User Community! NOTE: If you cannot attend in person, you can opt to join online for the May 22 and May 30 meetings – please see the Zoom links below.

Dates/Times/Location (click a link to register):

Registration is in GSMU. For assistance with GSMU, please email Lori Free-Trout at lfreetrout@sdcoe.net. If you have any questions about this event, please email cab@sdcoe.net.

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6 things to know about the Fluid project

posted May 1, 2019, 2:42 PM by Peyri Herrera

A change to PeopleSoft is coming this summer! In our next PeopleSoft upgrade we will be
turning on the Fluid User Interface, referred to as "Fluid.” Fluid will change the look-and-feel of
PeopleSoft, including a new way to navigate. Below are six things to know about the Fluid project. 

1. FEEDBACK SESSIONS. From April 15-26, the Fluid Project Team conducted 7 discovery
sessions with district users to collect feedback on their needs. Currently, the Project Team is
consolidating the input to create the design concept to present back to districts. 

2. ROADSHOWS. Once the Project Team has Fluid configured in a demo environment, we will
offer several roadshows and online demos for you to attend. This will give you and your team an
opportunity to become familiar with the changes and ask questions, then hopefully you can help
spread the word to others at your location. We plan to work on coordinating the roadshow
schedule next week and will send the registration information in an upcoming announcement. 

3. COMMUNICATIONS TOOLKIT. SDCOE wants to help support your organization with the
change to Fluid. We will provide your district office with a “Communications Toolkit” that include
template articles and a FAQ sheet. The goal is to assist you with announcements and messaging
to send to your employees. 

4. JOB AIDS AND VIDEOS. Before we transition to Fluid, we will create several instructional
resources, like job aids and short video tutorials for common tasks. 

5. FLUID PLAY ENVIRONMENT. We are working on creating a “Fluid play environment” so you
and your users can log in and try navigating to your favorite screens. 

6. ONE-STOP FLUID SHOP. All announcements, videos, links, and resources related to Fluid are
available on the CRC’s Fluid Project page: http://crc.sdcoe.net/projects/fluid. Recently we added: 
The date of the Fluid upgrade is targeted for Summer 2019. We will communicate the Go Live
date as soon as it is finalized. For questions about the Fluid project, please email the Project
Lead: Sally Morton (sally.morton@sdcoe.net).