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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, April 15, 2009
8:30 am
Date
Time Convened
Time Terminated
Location Admin Board Room
Recorder Sherry Hendrix
Sherry Hendrix, Tom Sutherlin, Ken Gilliam, Donald Hall, Jennifer Bowen
Members Present
Linda Phillips, Debbie Goode, Aubree Helvey, Ninette Carter, Jamie Glover, Chris Crandon
Members Absent
Visitor
Topics
Approve Minutes from 48-09
Team Reports
Discussion, Information
A. Advancement
a. Update on training
i. Still working on data clean up for gifts.
KCCU conversion will be completed
at the same time we have ConV2.
b. Status on team testing and manual
development
i. Continued progress on training
manuals
B. Data Standards and Reporting
a. Meeting recap
i. Tom opened discussion on how we are
going to train end-users on Data
Standards. He suggested developing
and providing a 15-20 minute training
session on DS which can be tagged on
the front of other end-user training
when possible.
ii. Tom attended a meeting with Chairs
this week and reported the Chairs and
faculty have expectations of what
10:00 am
Action Taken, Decisions, Recommendations
Action: Approved
B. Recommendation: Put Banner material together
(FAQ) for Chairs specific to their responsibilities
including timelines and go live dates to be
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
Banner will be providing that don’t
match what we purchased. Evidently,
some of them saw a presentation from
Banner which showed all the bells
and whistles and is expecting those
functionalities. We need to set the
expectation of what we will be
implementing by communicating to
Chairs and faculty with a timeline of
implementation. It might be helpful if
we make a FAQ list for some of the
Chairs as a visual to help
expectations.
b. Status on DS manual and reporting
i. Tom reported they are still making
edits on the manual and plans on that
being ready to distribute next week.
c. Reports
i. Tom reported there was a rumor that
his office was going to be doing the
reports for Banner and he wanted it to
be clear that he would help people
with the data, but would not be
producing the reports.
ii. The DS team continues to work on the
reporting spreadsheet and per Dr.
McArthur’s request, Tom will be
taking that to the Department Chairs
and Deans for review.
iii. The accreditation team will be on
campus November 8-11, 2010 and we
need to keep this in mind.
C. HR/Payroll
May 29, 2016
Action Taken, Decisions, Recommendations
presented this summer. A more detailed
presentation can be delivered in late fall or early
spring semester for Chairs and faculty.
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
a. Update on training
i. Web-Time Entry Classified Staff: Ken
reported they ran into a snag on using
web-time entry for classified staff due
to CU working a month behind on
pay checks. They are reviewing
several other options including
internal policies.
ii. Web-Time Entry Student Workers:
Web-time entry can be used for
student workers (Approximately 150
with 50 approvers). Ken plans on
implementing this in the test account
and completing training for student
workers and approvers beginning in
August. Documentation is in the
process of being developed.
b. Status on team testing and manual
development
c. Update on preparation for end user training
D. Financial Aid – Chris was not present at this meeting
a. Update on FA training.
i. Chris was not presented but sent her
report. “Our training was good
although I have several things to
follow up on with various divisions. I
have been working with Robin in our
office to try and get the data load
process to flow correctly.”
b. Status on team testing and manual
development
E. Finance – Ninette was not present at this meeting.
a. Update on FA training.
May 29, 2016
Action Taken, Decisions, Recommendations
C. Decision: Do we want to ask EduServe to do a
SOW to develop a workflow for hiring and
terminations? Do we need this before or after we
go live? Ken suggested we wait on the workflow
for hiring and terminations, but did request we
have a SOW for a workflow to address the
process of web-time entry.
D. Decision: Do we want to ask EduServe to do a
SOW to develop a workflow for Scholarships? Do
we need this before or after we go live? Since
Chris was not present, Sherry asked Chris this
question in an e-mail and she does want to pursue
a SOW. Meeting scheduled Friday, April 17.
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
i. Donald reported they are still not clear
on how the tasks related to the
Finance go live. More discussion on
this topic must be reviewed with
Banner team lead.
b. Status on team testing and manual
development
c. Update on preparation for end user training
i. Per Donald, if we need to start online
requisitions in November per Banner
lead, then we will need to start
training in October. Donald will
probably be doing the training.
Sherry will send him some user
manuals from other schools.
F. Student – Linda was not present at this meeting
d. Update on training
e. Online Application is in Prospect and
Admission SSB which we didn’t purchase.
An overview session is in the process of
being set up to review the functionalities.
f. Linda was not present but send the following
report:
i. We have training this Friday on
Maintaining Student Records and
Advising Students. There should be
people at this training from different
areas - advising, student development,
VA, etc. Sandra made positive
comments on the training sessions in
the Registrar's Office. She could tell
that we had spent some time going
over the topic before the training. A
May 29, 2016
Action Taken, Decisions, Recommendations
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
big thank you to my staff!
ii. I attended a session at AACRAO
yesterday on creating the Banner
transcript using baseline Banner and
FormFusion. It was a good session
and I got some detailed
documentation. I've visited with
several from Banner schools and have
had a chance to ask questions.
iii. Is there any news yet about new
computers? I'm going to have to
order a couple out of my budget fairly
soon if we aren't expecting the others
for a while. I have two that are about
to die. (Problem is, I don't have any
money in my budget.
g. Status on team testing and manual
development
i. Katia Mayfield is working on faculty
and student end-user manuals and will
be doing faculty training
h. Update on preparation for end user training
G. Technical – Debbie was not present at this meeting
i. Team update
i. Debbie was not present but sent this
report:
ii. Activities this week: Cognos Toolset
Install for ODS Reporting, LP
Technical Blueprint Document
Creation and LP Technical Planning
Workshop - Data Gathering. Julie
and Greg Duncan attended Luminis
Admin Training last week.
May 29, 2016
Action Taken, Decisions, Recommendations
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Topics
Training End Users
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
iii. Third-party software extracts and
interfaces identified:
1. Bb Connect-Ed
2. Bb e-Learning
3. Bb ID Card System
4. Clean Address
5. Early Alert
6. Evisions Form Fusion &
Intellecheck
7. Higher One
8. Library System
9. Mobilis - not sure how we are
using this
10. RESS - no interface right now
11. TMA - no interface right now
12. XAP - may be using Banner’s
Online App
13. Reports – will address after
DS meeting Thursday
14. User mgmt system – may do a
workflow to feed data from
HR for new hires and
terminations
iv. The Banner Data Handling document
has been revised and needs to be
reviewed by the ILT.
H. Luminis – Jamie was not present at this meeting
j. Team update
A. Update on plan for training end users. Developing a
timeline, materials, trainer and who needs to be
trained on what. We need to add this to the project
plan.
B. We identified areas that will need end-user
May 29, 2016
Action Taken, Decisions, Recommendations
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Topics
Typical Issues Faced at
Go-Live
Project Schedule
Business on Hold
Cameron University Banner Project
Meeting Agenda and Notes
May 29, 2016
Discussion, Information
training/communication:
a. Students – Communication on Banner
b. Faculty/Chairs – student enrollment process,
advising, posting grades, reports in some
areas.
c. Finance – SSB Requisitions and budgets. A
matrix on old to new account numbers also
needs to be developed.
d. HR – Web-time entry and after go live
personnel action forms and possibly travel
process.
e. All areas - reports
Per Banner PM, the following are things he sees on a
reoccurring bases at go live:
A. Number one: Not enough testing all the way through
processes
B. We need a change control process in place, you
don’t want DBA to go in and fix data without
functional people knowing what has been fixed.
C. Forget to do some conversions
D. Wait too late to train other users
E. We need good knowledge transfer from Banner
leads. If you can’t run a process in Banner by
yourself, knowledge transfer has not been successful.
Wichita Area Technology College going live with Win this
week
Review
Action Taken, Decisions, Recommendations
A. FA Policy and Procedure Request
a. 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.
A. Recommendation: Chris is working with ITS
staff and Academic Affairs and will present more
information on this topic at a later date.
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Topics
Ongoing Business
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
B. GPA ST modifications to Banner – on hold
A. Common matching: Mike Pfeifer, Banner PM, said that
common matching would be discussed at each functional
training level. He will inform his Banner leads on this.
B. ITS staff has put information from Summit on the W: itsshare/banner/Summit 2009 drive. Others were
encouraged to add any information they have to that
folder.
C. Team leads need to completed Milestone Certificate and
Acceptance form to date for sessions that have been
completed
D. Review paper or electronic forms you are currently using,
i.e., do they need to be discarded, edited, reprinted, etc.
May 29, 2016
Action Taken, Decisions, Recommendations