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