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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, May 13, 2009
8:30 am
Date
Time Convened
Time Terminated 10:00 am
Location Admin Board Room
Recorder Sherry Hendrix
Sherry Hendrix, Tom Sutherlin, Donald Hall, Jennifer Bowen, Ninette Carter, Chris Crandon, Debbie Goode, Aubree
Members Present
Helvey, Jamie Glover, Linda Phillips
Ken Gilliam
Members Absent
Visitor
Topics
Approve Minutes from 56-09
Team Reports
Discussion, Information
A. Advancement
a. Update on training
i. Jennifer reported they are working with
KCCU to get all persons in Box
b. Status on team testing and manual
development
B. Data Standards and Reporting
a. Meeting recap
b. Review Data Standard manual in detail
Wednesday, May 20, 1:00-3:00 in HH 107
i. Tom asked the ILT to review the DS
manual in preparation for the meeting
on May 20.
ii. He also said he would be discussing
with the team ways in which we can
enhance the communication process.
C. HR/Payroll
a. Update on training
i. Ken was not present due to HR
training. Sherry reported she attended
Action Taken, Decisions, Recommendations
Action: approved
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Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
the HR consulting session and they
are working on creating a report the
will take the place of the Master List
currently used in legacy and will be
working on other reports. They are
also reviewing SSB in HR.
b. Status on team testing and manual
development
c. Update on preparation for end user training
D. Financial Aid
a. Update on FA training.
i. Chris reported she has been working
with Robin on testing documentation
for FAFSA.
b. Status on team testing and manual
development
c. A part-time receptionist has been added to
the FA staff to help with Banner
implementation.
i. Chris was very thankful for the PT
person in her area which will allow
more time for working in Banner.
E. Finance
a. Update on FI training.
i. Status on team testing and manual
development
ii. Cayuga Community College sent via
mail a copy of their SSB purchasing
requisition training manual (Version
7).
b. Update on preparation for end user training
F. Student
a. Update on training
May 29, 2016
Action Taken, Decisions, Recommendations
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Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
b. Online Application demo
i. Linda reported on the demo SGHE
provided on the prospects and
admissions SSB module. Jamie said
they are collecting information before
they make a decision on what
application process to use.
c. Status on team testing and manual
development
i. Admissions and Registrar area are
practicing on regular bases. Linda
will check on the Housing area.
ii. ST area continues to work on data
clean up
d. Update on preparation for end user training
G. Technical
a. Team update
i. Cognos – Do the team leads see
themselves as producing reports instead of
I.T.? What role does the team lead see
themselves in producing reports?
1. Debbie asked if the team leads
plan on developing report
because the licenses are
named licenses. We need to
identify who from each area
will be developing report.
2. FI reported most of their
reports will be a onetime
development.
3. Tom mentioned the IPED’s
report. He’s aware Banner
provides this information, but
May 29, 2016
Action Taken, Decisions, Recommendations
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
ii.
iii.
iv.
v.
vi.
Discussion, Information
wants us to make sure that’s
addressed.
4. Debbie asked the team to
think about this for discussion
next week.
5. Aubree asked what happens if
we have a named licenses and
that person leaves the
university. Sherry will ask
Paul Johnson this question.
6. Aubree asked if we were
going to be trained on web
tailor. The screens on SSB
need to be revised for a better
look.
Common matching needs to be setup
globally rather than for each functional
area. I.T. is currently looking at what
SGHE has delivered and seeing if any
changes need to be recommended to ILT.
I.T. staff are reviewing the lists of reports
compiled by Tom and the DS team.
Tech team recommends we move forward
with the purchase of Nolij @ $8,500
annually for the full use license. IF we
continue with XAP application, we will
need to include $4,000 annually.
Consulting is generally around 40 hours
@ $175 + travel and per diem.
Hardware for test system will be on order
soon.
Main focus is round 2 data conversion.
Please post any data issues to
May 29, 2016
Action Taken, Decisions, Recommendations
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
vii.
viii.
ix.
x.
Discussion, Information
w:\workgrps\its_share\Banner\ and
convey to tech lead – please don’t take
anything for granted.
Update on new computers
1. There were 277 computers
ordered with some having
dual monitors.
Business Continuity plans and auditors.
1. We talked about the
importance of everyone
developing a Business
Continuity plan.
The Auxiliary system is currently tracking
keys and we are looking into Payroll for
possibilities of this in the future.
Logging time spent in Banner
1. Sherry showed an example of
how the IT team is tracking
time in Banner and suggested
to those who have a small
group to collect time of all
staff in one spreadsheet.
These documents will need to
be reviewed before CRP to
identify areas that might need
more practice time.
2. All time related to Banner
needs to be tracked including
research, preparation and time
in the system.
xi. Review Win Scope of work:
1. Sherry asked the team to
review the Win scope of work
May 29, 2016
Action Taken, Decisions, Recommendations
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Identify Gaps
Manuals
CRP Planning Document
Business on Hold
Ongoing Business
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
for a clear understanding of
what’s in scope and what is
not.
H. Luminis
a. Luminis Team update
All areas should be keeping a list of gaps as they are
identified. In addition, we should be creating a list of items
to be implemented after we go live.
As you develop your manuals be sure and list at a minimum
version 8 on the front page of the document. Below is the
specific version we are running at this time:
A/R 8.0
AD 8.1
FI 8.2
FA 8.3.1
General 8.1
HR 8.1.1
ST 8.1.1
If your Banner team lead has not discussed what is to
transpire during CRP, please visit with them about this.
Banner leads should be sending documentation very soon, if
they have not already, to help plan out your CRP session
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.
B. GPA ST modifications to Banner
A. Cognos working owner: This is on hold until
administration determines who needs to be the
May 29, 2016
Action Taken, Decisions, Recommendations
Recommendation: Sherry will be tracking all gaps
and entering that information in our Fit Gap Analysis
which was developed from the Discovery sessions.
All gaps need to be sent to Sherry for incorporation in
this document.
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
Other Business
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
ODS/Cognos working owner.
B. I.T. 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.
E. Tracking time in Banner
May 29, 2016
Action Taken, Decisions, Recommendations