Page 1
Cameron University Banner Project
Meeting Agenda and Notes
May 29, 2016
`
Implementation Leadership Team Meeting
Committee/Meeting Name
Wednesday, December 3, 2008
8:30 am
Date
Time Convened
Time Terminated 10:00 am
Location Admin Board Room
Recorder Sherry Hendrix
Sherry Hendrix, Linda Phillips, Ninette Carter, Chris Crandon, Kenneth Gilliam, Donald Hall, Tom Sutherlin, Debbie
Members Present
Goode
Jennifer Bowen, Aubree Helvey
Members Absent
Visitor
Topics
Approve Minutes from
11-12-08
Team Reports
Discussion, Information
Advancement - Jennifer was not present to report
o Issue with KCCU not being included in Banner
 Data Standards and Reporting
o Data Standards manual will be ready in January
2009 and will continue as a living document.
o The team is in the process of reviewing security
access for adding and changing shared data.
o The team has added Mike Estep, Faculty Senate
Chair, to the team.
o This team will make a recommendation that the
Data Standards team be considered as a standing
committee.
 HR/Payroll
o Ken reported they are continuing to work on
positions.
o We discussed the risks involved in Corlis’s
retirement. Ken will be picking up the HR
responsibilities until the HR Director is filled.
 Financial Aid
o Question posed to the team: If some of the
Action Taken, Decisions, Recommendations
Action: Approved
FA Action: the team agreed to this process as long as
there is a way for reports to be run on what has been
Page 2
Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
person demographics are missing in Banner, do
we want to load that information from FAFSA?
o The team requested Chris ask her Banner rep the
following:
 Can they run an exception report
 Chris did not have an answer to this
question, but will find out and get
back with the team
 Can we populate one field, e.g., SS#
 Yes
 Make sure this will only populate fields
that are empty
 Yes
 Finance
o Ninette said the COA for AD should be complete
by the time we leave for the holiday break.
 Student
o Major issues for Linda:
 No retention GPA in Banner
 No provision for forgiveness policy in
Banner
 Banner has no provision for entry-level
placement policy--IF UCO’s modification
doesn’t work correctly.
o Meeting with TCC staff to discuss modification
to Banner for state reporting. Need ST and
Admission functional person at the meeting.
 Suggested participants: Technical staff,
Linda Phillips, Mandy Husak, Zoe
DuRant, Brenda Dally and Jennifer
Castricone.
o Linda talked about the low attendance of
representatives in the Admissions area in
May 29, 2016
Action Taken, Decisions, Recommendations
changed and those reported are communicated to
other areas of the university this affects. It was
clarified that this is not changing SS#’s it is only
populating the SS# if the field is blank.
Page 3
Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
yesterday’s training. Sherry and Linda will visit
about this.
 Technical
o Status of conversion
 ITS staff is writing scripts and preparing
for conversion at the end of December
continuing into January.
o Activities during and after loading data:
 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.
 Banner Technical team will also be in daily
contact with e-mails.
 Banner will provide a daily dash board
document listing green (good), yellow
(caution) and red (risk)
 After data load there will be a “turn over
meeting” to talk about roles and
responsibilities of testing data.
 Finally, there will be a “Retrospective
analysis” or lesson learned, e.g., what worked
well, what didn’t and what we can change to
make it better next time.
External Internet System
Down
Our internet system will be down on January 6 beginning 5:00 pm
for 12 hours. One Net will be moving equipment from one
building to another.
Training Dates and Times
and Rooms
Summit
All Team Chairs have access to the Banner Calendar except
Ken.
FA: Chris and Robin-Chris can pay for a half of a person
ST: Linda and Brenda Dally
FI: Ninette and Donald
May 29, 2016
Action Taken, Decisions, Recommendations
Possible Decision: Per Debbie, this may be changed
to Spring Break. She will let the team know as soon
as this is confirmed
Action: Sherry will send Ken access to the Banner
Calendar.
 Action: Sherry will propose these individuals to
Glen.
 She will also find a hotel close to the Convention
Page 4
Topics
Third-Party Software
Request
Milestone Certificate and
Acceptance
Task Log
Interfaces
Revised Project Plan
Action Items and Task
List
FA Policy and Procedure
Request
Specs for PC
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
AD: Jennifer and Hillary
HR: Ken and Lynn
Data Standards: Tom – Tom can pay his way
TECH: Angie, Kurt, Kelly and Dawn – Debbie can pay for
one
No request at this time
 Resource documents for training.
 As Team Chair you will be signing off on the Milestone
Certificate and Acceptance document after each training
session.
 Both documents are listed on the Banner website under
your team site.
 Need to know what interface we want to include in
Banner.
 Testing should begin after first conversion
Revisions of ODS, Cognos and EDW in progress.
Action items to be added to the Task List
 Memo of Understanding for OU Nursing Billing needs to
be revised to meet Banner’s processes.
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.
Need to know if computers need to be ordered for staff
implementing Banner.
Self Service Reporting
Action on purchasing this service.
Other Business
Telephone numbers to be reached during Holiday break
Linda – 580-521-0265 Cell 580-228-2778 Home
May 29, 2016
Action Taken, Decisions, Recommendations
Center.
 Team Chairs will be responsible for making travel
arrangements for people attending in their area.
Action: Interfaces discussed at this meeting were:
Early Alert, ID Card, Library Patron and TMA.
Debbie will put this on the ITS agenda for Monday.
Recommendation: Debbie sent Glen an e-mail to
clarify, but has had to response to date.
Recommendation: Chris is working with ITS staff
and Academic Affairs and will present more
information on this topic next week.
Action: Debbie provided a list of outdated PC’s per
department that need to be replaced. The Team
Chairs have been given the list to verify and
prioritized. Debbie needs that back to her ASAP.
Action: The team recommended the purchase of this
service.
Page 5
Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
Chris – 580-678-5706 Cell
Ken – 580-351-8874 Cell
Ninette – 580-583-4943 Cell
Debbie – 580-591-1537 Cell
Sherry – 405-830-8379 Cell 405-321-2553 Home
May 29, 2016
Action Taken, Decisions, Recommendations