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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 8, 2009
8:30 am
Date
Time Convened
Time Terminated 10:00 am
Location Admin Board Room
Recorder Sherry Hendrix
Sherry Hendrix, Linda Phillips, Tom Sutherlin, Debbie Goode, Aubree Helvey, Ninette Carter Ken Gilliam, Chris Crandon,
Members Present
Donald Hall, Jamie Glover
Jennifer Bowen
Members Absent
Visitor
Topics
Approve Minutes from 41-09
Team Reports
Discussion, Information
 Advancement
o Update on training
o Status on team testing and manual development
 Data Standards and Reporting
o Meeting recap
 Final review of the DS manual is this
week. Tom will distribute the ILT the
manual for review next week.
 Tom’s team is in the process of collecting
shadow systems, reports and data needed
in date order for preparation of going live
with Banner.
 The next meeting is Thursday, April 16 at
1:30.
o Status on DS manual
 HR/Payroll
o Update on training
o Status on team testing and manual development
 Financial Aid
o Update on FA training.
Action Taken, Decisions, Recommendations
Action: Approved
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
 Chris talked about scholarship training last
week. The ILT discussed this issue and
how the scholarship issue related to all
areas of CU would be handled in Banner.
Chris has added this as an “issue” for
further discussion with her team and the
ILT.
o Status on team testing and manual development
 Finance
o Update on FA training.
 Ninette and her team are working on tasks
that have to be accomplished for FI go
live date.
 A meeting has been schedule to discuss
what procedures we need to be doing on a
weekly/monthly basis between now and
“go live” to make sure we have clean,
accurate, usable data in Banner Finance.
o Status on team testing and manual development
 Student
o Update on training
 Issues Linda and her team are working on
are placement issues with CPT and ACT,
Retention GPA and forgiveness and
Application for Admission.
 The question was posed to Jamie Glover
on her expectation of using the current
application for admissions (XAP) or
Banner’s online application. Jamie
would like to use Banner’s online
application. Sherry will check the
contract to see if this is listed and if not,
will get pricing for more discussion
May 29, 2016
Action Taken, Decisions, Recommendations
Action: Chris will add scholarships to her “issue” list
to discuss with her Banner lead and then with the
ILT.
Decision: Jamie Glover would like to use Banner’s
Online Application process.
Action: Sherry will review the contract to see if this
is included and report back to the team.
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
o Status on team testing and manual development
o Per Aubree, discussion on allowing students to
change their own name via Self-Service.
 Per ILT discussion, it is not currently
possible for student to change their name
without legal documentation and it is
expected that we not change this Banner.
 The ILT had further discussion on
allowing students to change the first
name from a legal to a preferred name.
 It is expected that student will continue to
be allow change address, telephone and email address on SSB.
 Technical
o Team update –
o Greg and Julie Duncan are at Luminis System
Admin training this week.
o AppWorx, Luminis, ODS
 Debbie reported on the status of
installation, technical training and
overview for AppWorx, Luminis and
ODS
o Discussion on a prioritized list of reports or data
elements needed the first few months of each go
live date
 Debbie reemphasized the need to have
reports Tom’s team is collecting in date
order so we can address them in an
prioritized order.
o Discussion on third-party software
 Debbie listed third party software that will
need to be interfaced with Banner. She
and her team will be adding this
May 29, 2016
Action Taken, Decisions, Recommendations
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Topics
Training End Users
Forms
Project Schedule
Business on Hold
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
information to the project plan
 Clean Address has been installed and
working very well.
o Reminder to track changes needed for Conv2 on
spreadsheet on W:drive.
 Luminis
o Team update
 The ILT had discussion on upgrading to
Blackboard’s Enterprise version and it
appears CU is not going to upgrade at this
point, but a final discussion has not been
made. We discussed the pros and cons
and at this point of the implementation
the cons out weigh the pros.
 Luminis next session is on April 28-30
Discussion on a 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.
 Team leads need to completed Milestone Certificate and
Acceptance form to date for sessions that have been
completed and send to Sherry
 Reminder: Task logs will help prepare you and your team
for your upcoming training sessions.
o Both of these forms are listed in your area on the
CU Banner website
 Start thinking about the paper or electronic forms you are
currently using, i.e., do they need to be discarded, edited,
reprinted, etc.
Review
Paul Johnson, Institutional Research and Assessment from
TCC will be doing most our training for Cognos and ODS.
 FA Policy and Procedure Request
May 29, 2016
Action Taken, Decisions, Recommendations
Action: All areas were asked to start working on a
timeline and plan for training end-users. This will be
added to the project plan and discussed at the ILT
meeting next week.
Action: Each area was asked to complete the
Milestone Certificate and Acceptance form to date
which can be found in their area on the CU Banner
website. This MUST be completed in full before we
go live.
Recommendation: Chris is working with ITS staff
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Other Business
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Discussion, Information
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.
GPA ST modifications to Banner – on hold
Sherry encouraged the team to use SGHE listserv and
resource material on CU and SGHE’s websites before
contacting Banner lead. Also, when possible, hold
questions for your Banner lead until your session
training. This will reduce cost and give staff experience
on problem solving without SGHE’s help. She
emphasized that these measures were only to be used if
possible, but if there is a situation which stops
production that they should contact the Banner lead.
Common matching: Mike Pfeifer, Banner PM, said that
common matching would be discussed at the functional
training level and not as a separate session. He will
inform his Banner leads on this.
The General Person Interface was approved and will be
added to the project schedule.
ITS staff has put information from Summit on theW: itsshare/banner/Summit 2009 drive. Others were
encouraged to add any information they have to that
folder.
May 29, 2016
Action Taken, Decisions, Recommendations
and Academic Affairs and will present more
information on this topic at a later date.