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Cameron University Banner Project
Meeting Agenda and Notes
May 29, 2016
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Implementation Leadership Team Meeting
Committee/Meeting Name
Wednesday, January 21, 2009
8:30 am
Date
Time Convened
Time Terminated 10:00 am
Location Admin Board Room
Recorder Sherry Hendrix
Sherry Hendrix, Linda Phillips, Chris Crandon, Kenneth Gilliam, Donald Hall, Tom Sutherlin, Debbie Goode, Jennifer
Members Present
Bowen, Aubree Helvey
Ninette Carter
Members Absent
Visitor
Topics
Approve Minutes from
12-17-08
Team Reports
Discussion, Information
 Advancement
o KCCU security
 Jennifer talked to Ted and his staff about
security and it was determine they will
use valued based security. KCCU is also
in the process of filling out the Discover
Questionnaire.
o Testing and manual development progress
 AD is completing note sheet after each
training session to be incorporated into
manuals.
 Data Standards and Reporting
o Tom needs to be involved on discussions related
to faculty loads. Linda will let him know when
Banner training sessions on this are scheduled.
 HR/Payroll
o Finally completed the position spreadsheet-YEA!
o HR has a four day overview training next week
and Ken will let those who need to be involved
from other areas know when they need to attend.
Action Taken, Decisions, Recommendations
Action: Approved
Action: Tom needs to know from team leads date in
which we need to take a snapshot to freeze data for
reporting purposes.
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
 Financial Aid
o FA Managing Funds, Thursday from 1:00-3:30
o Status on testing and manual development
progress
 Chris is continuing to work with her
Banner lead on developing processes for
training.
 Finance
o Status of Foundation COA-Completed
o Status of FI bridges (interfaces) review. Needs
to be in place by August 2009. Per Banner, this
will take about two to three weeks to install, train
and implement.
 Student
o Continuing to work on data conversion and
clean-up.
o Status on testing and manual development
progress
 Technical
o Status on revised Banner Data Handling
spreadsheet
o Status of conversion
 GP-Complete
 ST/AR-Curriculum rules are complete
which allows other areas to be converted.
Academic history is almost complete.
 HR-Working on fixing hourly employees.
 FI-Both COA are complete and converted.
 AD-All but two data extracts are finished
 All conversion is scheduled to be
completed early February.
o PC Replacement update:
 Two of the 30 were deemed critical for
May 29, 2016
Action Taken, Decisions, Recommendations
Action: Donald, Ninette and Rick will review the
bridges and get back with Sherry to let her know if
they are ready to sign the SOW or if they need a
meeting with Banner for clarification.
Action: Continued discussion next week
Team leads will enter information from their area on
the spreadsheet (listed on the W:drive) by next
Wednesday.
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
Vicki Henson and Cindy Meadows and
have been ordered. The remaining 28 will
more than likely be ordered in January.
 Per Debbie, Glen said all PC’s orders
should be placed by the end of January.
Due to the lack of staff in tech support, a
timeline on when they will be installed
can’t be determined at this point.
o Patch Management-Handout
May 29, 2016
Action Taken, Decisions, Recommendations
Action: Continued discussion next week
 ILT was requested to review the draft procedure
for requesting Banner patches.
 The team was also asked to go onto Banner’s
website to review current patches ready to be
loaded into Banner
 We need to decide if we want to load all patches to
bring us to 8.1 or pick and choose what patches
we want loaded.
o Response from SGHE re: OU Nursing
 Banner ST rep has requested a detail
scenario of what transpires from the ST
side and the AR side.
Action: Need this information by next Wednesday
Linda was asked to write a step-by-step process from
the student prespective and Donald was asked to write
a step-by-step process from the A/R side. This
information will be given to Banner reps for
discussion on how to handle OU Nursing students in
Banner.
o Status on Security setup to be in place early
February
 Access to PPRD and SSB (Self-Service
Banner)
o Software Application: Xap Application vs.
Banner Application on hold
Action: the ST Banner lead has requested CU testing
in PPRD and SSB. Laure will visit with Chase and
Debbie and will let the ST functional know when
access to this is available..
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Topics
General Training for All
Areas
Cameron University Banner Project
Meeting Agenda and Notes


Tracking Practice Time
Handout
General Person-Dual
Entry




Discussion, Information
ODS Kick-Off, Friday 10:00-11:00 in Admin Board
Room
SysEd General - Pop Sels and Letters - Scheduled
February 11-13 from 1:00-5:00 each day. I’ve
scheduled ST and FA in Shp and all others in Birch.
o Who should attend? Per Anna:
o The general implementation guide outlines the
purpose of the training if you need a better
explanation of what is to be covered. As for
recommended participants, I recommend having
your IT representative for each area and the
"power user", or person who will be executing
processes. In addition, anyone who is really
concerned about generating letters is more than
welcome to attend.
All training sessions located on Banner Calendar.
Discussion on tracking practice time in Banner
o The form handed out is just an example and this
specific form doesn’t have to be used.
o List just the process practiced not detailed
information.
o Debbie reminded the team that all time spent in
Banner must be tracked.
o Discussed using the Practice time log for all
activities in Banner.
o More discussion next week.
o Tom mentioned Outlook has a function that
tracks tasks.
Requested has been made to Tom on how many additions
were made to the system last year from December to
July.
When the volume of additions is identified, we need to
determine if:
May 29, 2016
Action Taken, Decisions, Recommendations
Action: Continued discussion next week
Reminder: ALL activities in Banner must be logged.
Indicate on the log if it’s practice and formal training.
Recommendation: After lengthy discussion we
determined the volume of additions during this
timeframe is approximately 1,500-1,800. Sherry will
give this information to Banner for further discussion
on this topic. In addition, this will be added to the
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Topics
Banner Modification
Update
Access to Banner
Handout
Business on Hold
Other Business
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
o we want Banner to write a quote for an interface
to populate general person information from
December 2009 to July 2010 or;
o if we want to write the interface in-house or;
o if we want to just hand enter the information.
 Status on CU modifications to Banner.
 Latest from TCC: TCC is going forward with paying
SunGard for an Assessment report to provide a scope of
what would be needed to address the retention GPA and
repeat problem. At least once we have this; everyone in
the State can assess what the exact modifications are to
be and what the cost would be.
Discussion on how CU will request individual’s access to
Banner. Draft of ST and Finance request form
 FA Policy and Procedure Request
o 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.
May 29, 2016
Action Taken, Decisions, Recommendations
ITS agenda for discussion with CU’s technical staff.
Recommendation: It was recommended we wait to
review TCC’s formal Banners Assessment report
before we continue with this modification.
Recommendation: Continued discussion next week
Debbie and Sherry will review the process currently
being used in legacy to see if this meets the needs of
access to Banner and report to the team next week.
Recommendation: Chris is working with ITS staff
and Academic Affairs and will present more
information on this topic at a later date.