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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, June 10, 2009
8:30 am
Date
Time Convened
Time Terminated 10:00 am
Location Admin Board Room
Recorder Sherry Hendrix
Sherry Hendrix, Jennifer Bowen, Chris Crandon, Debbie Goode, Jamie Glover, Linda Phillips, Tom Sutherlin,
Members Present
Donald Hall Ken Gilliam, Ninette Carter, Aubree Helvey
Members Absent
Visitor
Topics
Approve Minutes from 63-09
Team Reports
Discussion, Information
A. Advancement
a. Update on training
i. KCCU has general person information
in Box.
ii. The athletic team is still working on
getting all general person information
in Box.
b. Status on team testing and manual
development
B. Data Standards and Reporting
a. Team update
i. Meeting scheduled for Thursday to
review DS manual and reporting.
b. Tom attended the Managing Faculty Load
session and indicated there needed to be
some discussion and policy changes related
to setting loads.
c. The DS team will discuss Common Matching
and will bring those results to the ILT next
week.
C. HR/Payroll
Action Taken, Decisions, Recommendations
Action: approved
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
a. Update on training
b. Status on team testing and manual
development
c. Update on end user training
D. Financial Aid
a. Update on FA training.
i. New SAP policy was approved by Glen
and has been sent to Dr. McArthur.
b. Status on team testing and manual
development
E. Finance
a. Update on FI training.
b. Status on team testing and manual
development
c. Update on end user training
F. Account Receivable
a. Update on FI training.
b. Status on team testing and manual
development
c. Update on end user training
G. Student
a. Update on training
i. Completed three days of training last
week.
ii. Continuing to work on data clean up.
iii. Will continue team meetings once a
month.
b. Status on team testing and manual
development
c. Update on end user training
H. Technical
a. Team update
i. IT concerns
May 29, 2016
Action Taken, Decisions, Recommendations
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
1. Data clean-up and Conv2 –
We really appreciate all the
wonderful efforts being made
for data cleanup! We
recognize this is a significant
task. Kelly found a data field
that was not part of Round 1
data conversion on Monday –
this is the users responsibility
to know if all their data is
converted, we are not
necessarily familiar w/ all the
data items. Please ask users to
carefully check.
2. Reports – please encourage
your employees to test the
Banner reports to be sure they
are sufficient; or if a business
process can be changed to
make them work; or if you
need I.T. to custom write –
please let Sherry know so she
can work w/ I.T. to get it on
the project timeline.
3. End-User Training – For the
areas that will require enduser training for folks that are
not currently involved at all w/
Banner - are there any
thoughts as to how/who that
training might take place?
Online, perhaps???
4. It has been expressed in the
May 29, 2016
Action Taken, Decisions, Recommendations
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
technical team meetings. The
technical team would like to
see more meetings of the
functional areas to discuss
concerns/issues/questions they
are encountering in
testing/training sessions. It
will be easier now to hop on
the listserve, or contact
counterparts at other
universities running Banner to
find a solution rather than
after go live.
5. Luminis – It is desirous to
have Luminis up early for
users to be able do their
testing and training through
the portal. There are questions
and tasks assigned from the
consultant that I.T. would like
to be working on now.
ii. Functional leads need to subscribe to
BPost for patch information. –
Functional leads need to subscribe to
BPost to monitor for any patches that
are released for your area that may
provide better functionality, fix bugs,
etc., and convey those through Sherry
until further notice. Once the patch is
installed on the test system, the
functional lead will be notified so
they may begin testing. I.T.
monitors BPost for security/general
May 29, 2016
Action Taken, Decisions, Recommendations
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
person patches. I.T. will develop a
written procedure on patches.
iii. Online Patch Form and process
discussion. (handout) – I.T. needs to
figure out an online process for
requesting patches.
iv. Conversion 2 status – Round 2 data
conversion is finally here. There is
concern we need another data roll, as R2
will be the 1st data roll for some data. We
are changing our backup from early
Saturday morning to early Monday
morning from 2 – 4 a.m. ---- I.T. has some
work they need to complete over the
weekend before the copy of the data from
production to test is copied early Monday
morning. This will also allow the
functional areas this weekend to complete
data cleanup for R2 data conversion. The
schedule for R2 data conversion:
 June 15 will be the copy of data
from production to test
 June 29 – July 3 GP will be loaded
 July 6 – 10 will be FI, HR, ST data
loaded
 July 13 – 17 will still be ST and AD
 July 17 – 20 CONV will be cloned
to TEST -- I.T. will have some
housekeeping to take care of
before allowing users on. We will
let you know asap when users can
log in to TEST.
v. Discussion on security access of super
May 29, 2016
Action Taken, Decisions, Recommendations
H. Action: A decision was made to add another
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
user for Banner leads. – An email was
sent to the Banner leads with their
login info in February. I.T.’s thinking
was to have the functional leads and
Banner leads with the same access,
which is what we currently have in
place. However, it was noticed that
Sandra was logging in during training
as SAIUSER. You might see how
your Banner leads are logging in and
ask them to log in w/ the login info
they were provided and if they don’t
have it, we can send it to them again
– or should the functional leads also
be logging in as super user?
vi. Update critical programs for go live –
any programs you need developed by
I.T. for go live must be identified and
sent to Sherry to be included in the
Project Timeline with required dates.
vii. Data Handling document: Please update
the Banner Data Handling document on
w:workgrps\its_share\Banner\Banner
Data Handling Doc
viii. Nolij Transfer purchase – in process
ix. Status of new computers – still working
through details for Dell imaging and
deployment
I. Luminis
a. Luminis Team update
i. Team meeting scheduled for Thursday.
ii. Student E-mail discussion
1. The team discussed what e-
May 29, 2016
Action Taken, Decisions, Recommendations
security role of super user for the team leads in
addition to the regular security role. Sherry will
send Chase an e-mail with this information.
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Topics
Identify Gaps
Project Timeline
Business on Hold
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
mail system do we want to
use, do we allow student to
use more than one e-mail
system, how to handle
emergency notifications,
functions we need an e-mail
system to have, advantages of
Luminis e-mail, etc.
2. Debbie will find the cost of
our current e-mail system so
we can compare to other
systems.
3. After lengthy discussion,
Jamie is going to discuss
options with her team and
with the Banner Consultant
and report back to the team.
All areas should be tracking gaps as they are identified and
send them to Sherry.
1. EDI smart will be scheduled this fall, do specific date yet.
2. EDW schedule is being review for confirmation.
3. E-learning sessions have been taken off the schedule due
to no integration capabilities with version of Blackboard
CU is running.
4. HR session per Jon Briggs, we may need to keep October
27 and 29 dates open for training.
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
May 29, 2016
Action Taken, Decisions, Recommendations
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
Other Business
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
A. Cognos working owner: This is on hold until
administration determines who needs to be the
ODS/Cognos working owner.
B. Team leads need to completed Milestone Certificate and
Acceptance form to date for sessions that have been
completed
C. Review paper or electronic forms you are currently using,
i.e., do they need to be discarded, edited, reprinted, etc.
D. Banner time logs for FY 09 need to be sent to Sherry for
all participants who have been working in Banner by
Wednesday, July 1.
May 29, 2016
Action Taken, Decisions, Recommendations