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Cameron University Banner Project
Meeting Agenda and Notes
May 29, 2016
Banner Technical Team
Committee/Meeting Name
December 8, 2008
10:00 am
Date
Time Convened
Time Terminated 11:30 am
Julie Duncan
Location Admin 201
Recorder
Scott Putney, Sherry Hendrix, Chase Bailey, Dawne Massey, Julie Duncan, Rick Clyburn, Debbie Goode, Angela Melton,
Members Present
Kelly Simon
Greg Duncan, Kurt Jn Marie, Cheryl Davis
Members Absent
Visitors
Topics
Minutes from Dec
1
Next meeting
Updates from
Sherry
Discussion, Information
No change
December 15.
0.
Activities during and after loading data:
o
Will have daily scrum (soccer term, like football
huddles) meetings with Banner Technical team and
CU where you talk about what we need, how are
we dealing with errors, etc.
o
Banner Technical team will also be in daily contact
with e-mails
o
Banner will provide a daily dashboard document
listing green (good), yellow (caution) and red (risk)
o
After data load there will be a ‘turn over meeting’ to
talk about roles and responsibilities of testing data
o
There will be a ‘retrospective analysis’ or lessons
learned, e.g. what worked well, what didn’t and
what we can change to make it better next time
Action Taken, Decisions, Recommendations, Time Line
Items 3 and 6a are the ones that should be deleted from the
data cleanup list. Correct list is in today’s minutes.
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Hope to have the HR director filled by January or
February.
Talked to Glen about KCCU and Banner. Glen is
going to meet with Ted today and doesn’t feel there
is a reason KCCU can’t be included in Banner.
Made Glen aware that there will be outdated PCs
that need updated. The team leads need to provide a
list to Debbie.
Higher One – Rick doesn’t have any information on
this and yet we’re supposed to implement it this
spring. Glen has a call in to John at Higher One so
that he can relay info to us.
Toad has been approved by Glen. Debbie should use
the Banner account number for the requisition.
Need to talk to Sandra about OU Nursing. Sherry
thinks we can set the students up in banner. Debbie
will send Sherry the process of how this works. If
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
Chart of Accounts
for Foundation
Ninette plans to have this to SGHE by 12/19/08.
Data Cleanup
1. Duplicate people w/ different ID #s – where are we
on this?
a.
Users working on dups
2. Different school names using the same ETS code
a. Are the transcript folks working on this? – the
codes files from College Board will help w/ this.
The files should be e-mailed to Chase soon.
3. Blank birth dates need to be updated if we have HS
transcript, immunization form or some other means
of capturing birthdates
a. Kurt working on differences between BOX and
Payroll
b. Julie sent a list to admissions and alumni for
corrections to be made
4. Check system for different spellings of same name
and update
a. Waiting on Clean Address for this, which should
be arriving soon
5. Confidentiality codes - was a tracking place for print
and campus indicator located?
a. Debbie sent John a question 12/1/08 if we may
dispense w/ printed directory beginning Aug. 2010
6. Ethnic code comparisons between BOX and Payroll
a. Kurt working on comparisons. Payroll and Alumni
are correcting errors.
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
put in banner, it will still be an issue of making sure
we don’t include the OU students in any of our
enrollment counts.
Need the chart of accounts ASAP to do the mapping
even if it’s a draft. Jennifer needs to send Ninette an
email indicating the deadline for the chart of accounts.
Sherry will let Jennifer know this.
Roll sunfire data to sunray with data as of Wednesday
night. Roll will start at 4:30 Thursday and extracts will
be done on Friday.
Chase will let Kelly know what time backup starts on
Wednesday so she can have the marked duplicates
cleaned out.
1.
2.
3.
4.
5.
6.
7.
8.
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Kurt is working on address_dtl and cleaning up info
there.
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Topics
Team Leads agreed
FAFSA info
should fill in
missing info in
General Person
Outstanding issues
for SGHE
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
7. Citizenship code validation
a. Kurt is working on this and mapping for HR
8. Comparisons between BOX, Alumni, Payroll and HR
in the areas of birth date, ethnicity, names, address,
phone numbers and any other fields in which data
will be converted from multiple systems
a. Kurt and Angie looking at differences – Linda is
worried about previous name and alumni
trumping. Linda will take this to data standards
committee. Marital status will be pulled from
BOX for everyone who has data.
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
Chris has an outstanding question to Anna inquiring whether
an exception report might be produced.
Question regarding overwriting marital status even when it
is not blank since the FAFSA is the only place this data is
being gathered. Sherry will put this on the Team Lead
agenda.
Curriculum rules and grading rules are still an issue. These
things got put off until the last minute.
We need to make sure that CU standards/information is
communicated when they differ than Banner best standards.
If there are problems, be sure to put the high importance
exclamation in your email so that Sherry will be sure to
address it.
CollegeBoard zip
files
CollegeBoard zip files are in. Issues with codes in system
that were created locally. What action needs to be taken?
Issues such as these may be helpful in proving to SGHE that
we will need more than one more test conversion.
Chase did comparisons. Greg loaded it into the ifas database
and Chase compared it against the ETS table. Roughly 20%
of our current codes did not match – 12,000 additional codes
that we have that college board did not have. Some of our
codes were entered manually. The College Board has both
high school and college codes. They were loaded to
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
SGHE
SHGE met internally and met over several issues and worked on
another project plan.
Tenure and Rank
Codes
Kurt says there are two places for storing these codes: ST SIBFACD or HR – PERRANK (rank) and PERAPPT
(tenure) Kurt says they are not in HR’s WIN. Can we map
them in ST? VPAA’s office should be responsible for
updating.
Upcoming Events
12/8/08
12/8/08
12/9/08
12/15/08
12/17/08
Decommissioning
the HP3k –
remaining apps
Interfaces to
Banner that need to
be added to the
Banner project
plan:
Internet Outage
SGHE Summit
2009
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10-12
Week
of
8:304:30
1-3
1-3
HR
Mapping
Preprod copied to local servers
ST
Admitting Students
FA
AD
Processing Common Functions
Gift & Pledge Overview
Alumni
Payroll claims
Property inventory
Building and room inventory
Early Alert
Blackboard Transaction Card System
Library
Onenet will be moving their servers starting at 5:00 pm
1/6/2009.
March 22-25, 2009 in Philadelphia.
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
cw_ets_mst table in ifas.
Sherry will send the project plan to distribute.
If ST, Kurt could use Tom Sutherlin’s document to map and
import the data to Student. Debbie will see if VPAA or the
deans or chairs will be responsible for maintaining the data.
For the first conversion we can leave these two fields blank
until after we know more about the two systems and how
it’s stored. Kurt can decide whether or not he has the time to
add the fields to his data extract or to wait for more info.
If the PPRD is delivered in time for CU to make changes,
we have to have our changes in before Thursday night so
that Chase can work on recloning it to CONV on Friday.
12/9/09 1-4 AD mapping
Online learning system needs addressed and added to project
plan. This may be covered with the luminis.
XAP application should be added until we hear differently.
This may end up being moved to Spring Break.
Chris, Linda, Brenda, Ninette, Donald, Jennifer, Hillary,
Ken, HR director, Tom, Angie, Kurt, Kelly, and Dawne.
Going to ask Jamie Glover to go for Luminis. Debbie will
pay for one and Tom will pay for one.
Everybody needs to do the registration and airfare. Sherry
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Topics
VPN
Task Lists
Sherry & Debbie
Debbie
Sherry
Debbie
Debbie
Tech Team
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
Scott set up Lorraine and Mike with VPN access.
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
will send hotel recommendations to the team leads.
Any consultants needing this should contact Mike.
Mouse Pads – info to Jana Gowan 11/13/08
Check w/ Glen on Toad Toad – 7 ea. Expert requested
through Sherry 11/14/08 – Glen requested more input,
which was submitted to him on 11/20/08 – Debbie will
continue to follow-up on this weekly for an answer; 12/3/08 –
inquiry to Glen
Setup a call w/ TCC and possibly OU to discuss:
Retention GPA
Forgiveness Policy
Placement/Deficiency Policy
CollegeBoard SAT – on order as of 11/7/08 – Maria @ ETS
is to e-mail to Chase ‘soon’
OU Nursing to Glen, John & Ninette 12/2/08 for 2nd time
Approved.
Hope to do this in January.
Completed
Debbie to send process to Sherry.
Banner Data Handling Document – add to this as you think
of items`
Sherry
Angie, Kurt, Kelly, Register and make travel arrangements for Summit
Dawne
Sherry
Discuss chart of accounts for foundation with Jennifer and
Ninette.
Sherry
Send new project plan to team leads to forward to their team
members.
Put on team lead agenda to discuss marital status and
outdated PCs
Early Bird registration deadline is December 18. Debbie will
see what credit card needs to be used.