Page 1 Cameron University Banner Project Advancement

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Page 1
Cameron University Banner Project
Advancement
Advancement Training
Committee/Meeting Name
February 25, 2009
12:30 p.m.
Date
Time Convened
Time Terminated
Location South Shepler
Recorder Jennifer Bowen
Jennifer Bowen, Hillary Ashton, Anna Swanson, Angie Melton, Diana Smith, Tina Jensen
Members Present
Members Absent
Notes
Topics
APAMAIL
Discussion, Information
Includes multiple salutation type codes for more
formal or less formal salutations
To view the rules, go to the GLRVRBL
If someone does not want their name in a standard
way, this is where you would update on how they
want their salutation listed. When you run pop
select, it will pull this information otherwise, it will
use a standard rule built into the system.
Updating Addresses
Only enter this information if there is an exception
to the rule and then enter on both people.
When the household tab is highlighted and you
update an address, you must then click to the
household tab and make sure the update box is
checked and then save. Otherwise, all of the
people on the household members tab will not be
automatically updated.
This only applies to records where the house
holding box is checked. The individual MUST
reside at the same address.
Action Taken, Decisions, Recommendations
When you enter an alternate salutation, it is
recommended to put this on both the husband
and the wife’s record!!!!
Page 2
Topics
Entering Employee
Records
Cameron University Banner Project
Advancement
Discussion, Information
Company Name- you can search the company
names for records in APAIDEN or add it with no
record in APAIDEN.
Action Taken, Decisions, Recommendations
APAEHIS
Need access to…
AOAORGN
Business Address
Employment History for
Alum Notes
Test the degree roll in
May
APAADEG
We will need to make a decision on how we want to
enter business names:
1. Always enter a APAIDEN for the employer if
not in the system
2. Create without a record
Query Access toSOACOMP
STVLEVL
STVSTYP
STVCOLL
STVCAMP
STVSITE
STVDEGC
SHADEGR
SHATERM
Must have the ID number and this will take you into
the organizations record. You cannot search on this
form.
You must put this on APAIDEN and then can
associate on the APAEHIS. You cannot enter this
information on the APAEHIS tab.
You must check the OK for notes tab and then
when you run the report, it will pull for alum notes.
APPSDI.
We also need to test a roll of a current semester of
students.
Institution honors- the current system will code this
We will need access to this. It will allow us to search all
organizations in the system as opposed to just
advancement organizations
Page 3
Topics
GUAIDEN
APASPUR
Contacts vs Comments
Cameron University Banner Project
Advancement
Discussion, Information
in the activities field. After we are up, the graduate
honors will roll into the APAADEG area.
Could use variable purpose codes for event
attendance and then special purpose for year
This is for any additional information where you
can find anyplace else to store.
We need a policy on when something is considered
a comment and when something is considered a
contact and how we will enter these.
Action Taken, Decisions, Recommendations
Update with all of our user id’s
We need to add vegan to atvvipc
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