Implementation Minutes
Financial Aid Team
Overview Training Session-Part 2
Date:__10-10-2008________
Meeting Information
Facilitator
Anna Swanson
Note Taker
Chris Crandon
Attendees
Carol Claiborne, Angela Melton, Robin Lee, Cheryl-Ann Fogle, Angela Ezell,
Donna Levine, Tabitha Huskey, Debbie Kightlinger, Chris Crandon
<Topic Title>
Relevant
Training/Discussion
Highlights:
Review of running a process and reviewing the output.
GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and
Concerns:
Action Items / Assignments
Description
Owner
Deadline
<Topic Title>
Relevant
Training/Discussion
Highlights:
What will show on the student’s bill?
GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and
Concerns:
A/R will decide this. A/R is the link between Finance and FA.
Action Items / Assignments
Description
Owner
Deadline
<Topic Title>
Relevant
Packaging and awarding-there is a separate process for Pell and all of the other
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Implementation Minutes
Training/Discussion
Highlights:
funds to be awarded. These processes should be done in batch.
GAPs Identified:
Decisions Made:
We will run processes in batch whenever possible.
Decisions Required:
Other Issues and
Concerns:
Action Items / Assignments
Description
Owner
Deadline
<Topic Title>
Relevant
Training/Discussion
Highlights:
We can package Pell before the record is completely clear, i.e. when there are
still outstanding tracking requirements.
GAPs Identified:
Decisions Made:
Cameron will NOT package Pell until the record is completely clear.
Decisions Required:
Other Issues and
Concerns:
Action Items / Assignments
Description
Owner
Deadline
<Topic Title>
Relevant
Training/Discussion
Highlights:
FA will roll set-up from current aid year to the new year. Will have to set up new
budget figures, new disbursement dates, and put an amount in each fund that is
available to award.
GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and
Concerns:
Action Items / Assignments
Description
Owner
Deadline
<Topic Title>
Relevant
Training/Discussion
FISAP is all on a temporary table. We can manipulate the data for Federal
Work Study.
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Implementation Minutes
Highlights:
GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and
Concerns:
Action Items / Assignments
Description
Owner
Deadline
<Topic Title>
Relevant
Training/Discussion
Highlights:
Homework assignment: put the user guide on everyone’s hard drive.
GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and
Concerns:
Action Items / Assignments
Description
Owner
Deadline
DONE. Every staff member has the user guide on their desktop.
<Topic Title>
Relevant
Training/Discussion
Highlights:
Homework assignment: go through the implementation guide and assign a
person to document the processes as we go through the Banner and create
internal documentation.
GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and
Concerns:
Action Items / Assignments
Description
Owner
Deadline
I am doing this for right now on an ongoing basis as we have
training sessions.
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