Page 1 Cameron University Banner Project Notes Committee/Meeting Name Date November 2, 2009 Location South Shepler Members Present Members Absent Notes Topics How to Do Events Events Naming Goals of training SLAEVNT GTVSYSI STVETYP GTVFUNC GEATASK GEAATTD November 2, 2009 Events Management Time Convened 1:00 PM Recorder Time Terminated Jennifer Bowen Jennifer Bowen, Hillary Ashton, Karen Echols, Angela Melton, Tina Jensen, Terry Anderson, Anna Swanson, Diana Smith Discussion, Information Anna sent group copy of step by step document detailing the entire process. The major over arching event. There must be at least on function per event. People are registered to the function, not the event. You need to be careful and consistent with your naming to make it easier to search and find. To track events attendance and RSVP’s Action Taken, Decisions, Recommendations The bulk of the notes are in this manual Need to add Edit Access for Karen, Tina, Terry Need to add Foundation to this, and athletics Is the type of event Validation table for the different “types” of function To assign the tasks to people, you will need to go to options-Detail, not next block. For guests- it will not allow you to split reservations for guests (example invitee is coming, but guest is not) We will need to update the types in this table We will probably want to add each person as an invitee not guests. Page 2 Topics Access Issues Cameron University Banner Project Notes Discussion, Information Action Taken, Decisions, Recommendations Edit: SLAEVNT SHACOMI Query: SOACOMP Advancement Values to add in order to utilize the Events Module November 2, 2009 Edit Access to GEIFUNC GEIATTD GTVSYSI FD Foundation AT Athletics KC KCCU GTVFUNC Signing Tournament Dinner Breakfast Lunch Brunch Dedication Meeting Reception Social Special Event GTVPURP Stewardship GTVREVN Page 3 Topics Cameron University Banner Project Notes Discussion, Information November 2, 2009 Action Taken, Decisions, Recommendations KU KCCU Underwriting KM KCCU Members GTVTARG KCUW KCCU Underwriters KCME KCCU Members KCFD KCCU Friends FMAT Former Athletes ENRC Endowment Recipients SCRC Scholarship Recipients GTVTASK ORD_AWRD Order Awards GTVTSTA Remove Values Done Open Add Cancelled GTVRSVP Remove value Regret GTVFEES Change value Waived to Comp Removed Received, Pending Add, Problem with Payment GTVMENU Remove all existing values: Page 4 Topics Cameron University Banner Project Notes Discussion, Information November 2, 2009 Action Taken, Decisions, Recommendations BAKED_H AM Baked Ham BEER_WI NE Beer and Wine bar BRKFSTB UF Breakfast Buffet BUFFET Buffet CHICK_BL EU Chicken Cordon Bleu CHICK_KI EV Chicken Kiev CHICK_O RAN Chicken a l'orange CONT_BR EAK Continental Breakfast HOR_DOE RVS Hors d'oeuvres KOSHER_ DIN Kosher Dinner LOBST_N EW Lobster Newburgh MIXEDGRI LL Mixed Grill OPEN_BA R Full service bar PRIME_RI B Prime Rib of beef PUNCH_B Punch for 50 or more OWL guests ROAST_B EEF Roast Beef SPAGHET Spaghetti and Meat Page 5 Topics Cameron University Banner Project Notes Discussion, Information November 2, 2009 Action Taken, Decisions, Recommendations TI Sauce Special Dietary SPECIAL Restrictions SURF_TU RF Surf and Turf VEAL_MA RS Veal Marsala VEGETARI AN Vegetarian Meal Add Vegeterian Vegan Gluten Free Kosher Nut Allergy Diabetic Event Meal GTVPTYP RECP Recipient CUEVT CU Event Planner New Values to STVACTC Code Description Type IIL0003 Cmte IIL0004 Cmte IIL0005 Cmte Category CU Foundation Audit & Budget I_LDR INST CU Foundation Investment Adv I_LDR INST CU Foundation Development I_LDR INST Page 6 Topics Cameron University Banner Project Notes Discussion, Information November 2, 2009 Action Taken, Decisions, Recommendations IIL0006 CU Foundation Class Gift Cmte I_LDR INST