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Cameron University Banner Project
Meeting Agenda and Notes
May 29, 2016
Implementation Leadership Team Meeting
Committee/Meeting Name
Wednesday, October 15
8:30 am
Date
Time Convened
Time Terminated 10:00 am
Location Admin Board Room
Recorder Sherry Hendrix
Sherry Hendrix, Chris Crandon, Kenneth Gilliam, Corlis McPhaul, Debbie Goode, Aubree Helvey
Members Present
Ninette Carter, Donald Hall, Linda Phillips Jennifer Bowen
Members Absent
Hillary Ashton and Renee Roach
Visitor
Topics
Approve Minutes from
10-1-08 Kick-off
Team Reports
Discussion, Information
Action Taken, Decisions, Recommendations
Approved
 Advancement
AD team has been meeting with Angie on migration
issues and shadow systems.
 Data Standards and Reporting
DS/R team has made great progress in naming Person
types and mapping demographics from legacy to
Banner. These recommendations will be brought to
the ILT team next week for final approval.
HR/Payroll team completed a two day overview
session in preparation of system education training.
 HR/Payroll
 Financial Aid
 Finance
 Student
 Technical
FA team completed a two day overview. They have
also completed tracking and working on award codes
with ITS.
FIN team is working on COA.
ST team completed a three day Discover session.
Renee presented a gap document and a list of tasks
they are working on.
TECH team completed migration planning, ST
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Topics
Data Mapping
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
May 29, 2016
Action Taken, Decisions, Recommendations
Discovery, and has a three day General Technical
session next week. They will start system security
using legacy system security as a starting place.
Debbie has developed a spreadsheet listing third-party
software, shadow systems and reports which will be
reviewed and continue to be a living document
throughout the implementation process. Mapping
sessions have been confirmed.
To get to the Win Implementation Tech Guide:
Navigate to: http://www.cameron.edu/banner/technical
In the grayed Documentation box on the right side of the
screen, click on ‘Technical Team Docs’
Scroll down page to From Consultant heading and it is the
first Word doc: WIN – Technical – Implementation –
Guide – v2.3.doc
Revised Project Plan
FA Request for Review
and Action
Check Banner Project Calendar for Mapping Schedule
No revised copy to date
Every year financial aid is required to submit a report to the
State Board of Regents called the OCR report (Office of
Civil Rights). It requires that all aid types be reported on,
including a breakdown based on student’s gender and race.
One of the items we must report is State and Auxiliary
Work Study. Currently we manually post all earnings for
state and aux work study on the student’s package screen.
FA does not use this information for any other purpose
except to report it to the Regents. State and Aux Work
Study in no way count towards a student’s financial aid
package. But because we post it for the purposes of this
report, it does cause it to appear as if there is an over award
on the student’s account. Anna suggested that we pull this
Ninette will not be present, but sent her approval for
this request.
This request was approved as a process change.
Motion was made by Chris Crandon and second by
Corlis McPhaul. All in favor.
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Topics
FA Policy and Procedure
Request
Training Schedule
Clean Data in Box
Banner Project Website
and SGHE Website
Documenting Time spent
implementing Banner
Printing Banner Manuals
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
data, beginning with Banner, straight from the Payroll
records, thus eliminating the work study coordinator from
having to manually post earnings from state and aux work
study and also eliminating the over awards caused by these
postings. Our staff would still write the report, pull the data,
and submit the report. We would simply just need help
initially getting those fields from Payroll in Banner so that
we can put them in the SQL to pull the correct data.
Another benefit from pulling this data from Payroll is that
the gender and race information would be more accurate.
Currently we pull that data from the Admissions side and the
student is not required to answer those questions on the
Admissions application.
The Office of Financial Assistance (FA) is proposing a
change to our Satisfactory Academic Progress policy (SAP)
to accommodate the Banner software system’s ability to
perform SAP automatically rather than manually.
Review training schedule on Banner Project Calendar
Progress report
 CU Banner Website: http://www.cameron.edu/banner
 SGHE website: http://www.sungardhe.com
 Questions, comments or concerns
Holding on this until we hear from the Auditors
 Process and account number for requesting Banner
printing
 10119-AA, Sherry Hendrix, Linda Philips, Aubree
Helvey
 10159-SS, Sherry Hendrix, Linda Philips, Chris Crandon,
Ninette Carter
 10169 Admin, Sherry Hendrix, Debbie Goode, Donald
May 29, 2016
Action Taken, Decisions, Recommendations
Chris is working with ITS staff and Academic Affairs
and will present more information on this topic next
week.
ITS staff continues to work with application teams on
this.
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Topics
Shadow Systems/Reports
and Third Party Software
Items in Progress
Other Business
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
Hall, Kenneth Gilliam, Corlis McPhaul Jennifer Bowen
 We need to continue collecting third party software,
shadow systems, reports and/or important data needed
for reporting.
 Shadow systems document can be found on:
W:\workgrps\its\Banner\Shadow system
inventory.xlsx
 Functional teams have a User Guide with canned reports
listed in the back. Please review these reports as we
begin to establish what we will need for reporting.
Still in progress: An “Issues in Progress” spreadsheet will be
developed to be used for issues that need to be escalated to
the ILT, CU administration or Banner. This spreadsheet will
be on the Banner Project website and will start putting issues
there after the Discovery sessions are complete.
 Recommendation of the purchasing third-party software
will be addressed next week
 Sherry will be out of the office the week on October 27.
May 29, 2016
Action Taken, Decisions, Recommendations
Share this document with your sub-teams and edit,
add and/or delete as necessary.
The Issues in Progress spreadsheet is still in
development.
Debbie presented a third-party software list and this
will be put on the agenda for action next week.