Research Support Billing

Overview

The Research Support Group charges a subscription fee for services. Research Groups or individuals may subscribe to either Dedicated or Desktop support. Detailed notes can be found here.

Timing

As of the 2010 CSCF Advisory Committee decision, bills are to be sent out once a term near the beginning of the term. That allows the subscribers to review the proposed bill and make adjustments before the services are delivered, if necessary.

Billing Files

Edocs\rsg\Subscriptions\Billing data

• broken down by term
• each term has a spreadsheet and associated .doc files which act as a mail merge document to print the bills

Review procedure

1. Copy spreadsheet and .doc files from previous term into a separate folder for the new term
   • eg: from X:\rsg\Subscriptions\Billing data\Billing-2010Fall to X:\rsg\Subscriptions\Billing data\Billing-2011Winter
2. Rename the spreadsheet to reflect the new term (eg: Billingdata-W11.xls)
3. Update the spreadsheet for the new data
   1. Rename the first tab (eg: from F10-Billing to W11-Billing)
   2. Insert a new worksheet to hold the previous term's hours report (eg: F10)
   3. Run the subscription report to get total hours for the previous term
      • Subscriptions: https://www.cs.uwaterloo.ca/cscf/research/subRC/index.php
      • Usage Report -> Sort By: Subscription Type -> By Term: Fall 2010 (pick the appropriate term)
      • Generate Report
      • Copy the table for Dedicated and Desktop subscriptions to the new tab in the spreadsheet
      • remove extraneous lines (compare to other tabs), leave the headings, I like to resize the columns for neatness