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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 24, 2009
8:30 am
Date
Time Convened
Time Terminated 10:00 am
Location Admin Board Room
Recorder Sherry Hendrix
Sherry Hendrix, Chris Crandon, Debbie Goode, Linda Phillips, Donald Hall, Ken Gilliam, Aubree Helvey, ,Ninette Carter,
Members Present
Maurissa Buchwald
Jennifer Bowen, Jamie Glover, Tom Sutherlin
Members Absent
Hillary Ashton
Visitor
Topics
Approve Minutes from 616-09
Team Reports
Discussion, Information
A. Advancement
a. Update on training
i. AD has training this afternoon.
ii. They continue to work on gift entry.
b. Status on team testing and manual
development
B. Data Standards and Reporting
a. Team update - Tom was not present for DS
report
i. Recommendations from DS Team
presented by Tom on common
matching and ethnicity data
collection.
ii. Status of DS manual
C. HR/Payroll
a. Update on training
i. Maurissa Buchwald was introduced
and welcomed to the ILT as the HR
co-chair.
ii. Kurt and the HR team is continuing
Action Taken, Decisions, Recommendations
Action: Approved with revisions
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
preparations for Conv2.
b. Status on team testing and manual
development
c. Update on end user training
D. Financial Aid
a. Update on FA training.
b. Chris requested Insight be installed on the
computers in S. Shepler. In addition we need
Insight installed on some computers in Burch
and Library
c. Chris stated she is running behind and is
anxious for the new part-time person to start.
She has had trouble getting this person hired
and Ken gave her advice to jump start the
process.
d. 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 – This is still on hold.
e. Status on team testing and manual
development
E. Finance
a. Update on FI training.
i. Ninette reported FI had their last FI
training and they will continue to test
the system.
ii. They received the CRP documentation
from Mark which will allow them to
start preparing for CRP.
b. Status on team testing and manual
development
May 29, 2016
Action Taken, Decisions, Recommendations
D. Recommendation: Debbie agreed to have
Insight installed on the computers in S.
Shepler and some computers in Burch and
Library.
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
c. Update on end user training
F. Account Receivable
a. Update on FI training.
i. Donald asked about go live support
from SunGard and EduServe for AR
since the AR go live date is July and
both contracts are scheduled to end in
March 2010. Sherry told them the
EduServe contract will probably be
extended for a few months to take
care of business after go live and she
will contact SGHE for AR support
and post go live support for other
areas.
ii. The AR team continues to work on
detail codes.
b. Status on team testing and manual
development
c. Update on end user training
G. Student
a. Update on training
i. Linda reported the ST team is
preparing for consulting in July which
will include pre-CRP testing.
b. Status on team testing and manual
development
i. End-user manuals are well under way
for all area in ST.
ii. Linda has a meeting with Jennifer
Holland to discuss the housing part of
Banner. It may be necessary to
request a couple of additional hours to
reevaluate that part of Banner
May 29, 2016
Action Taken, Decisions, Recommendations
F. Recommendation: Sherry will contact SGHE
about AR go live support in July and post go
live for other areas.
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
May 29, 2016
Discussion, Information
Action Taken, Decisions, Recommendations
c. Update on end user training
H. Technical
a. Team update
b. SPACMNT - Admissions and Recruitment
H. Decision: the ILT agreed to allow Admissions
can make very good use of table SPACMNT
and Recruitment to be the only areas to use
for tracking recruiting data and need
SPACMNT.
exclusive access to the table. Does anyone
else need access to this table for storing any
data? So far the only ones outside of
Admissions that have accessed it are Aubree
and Linda. If Admissions may have exclusive
access to the table, we will need to get busy
with R2 data extracts for populating.
c. Status of manual development
d. Conv2 is going well
e. New PCs – waiting on Dell to get our image
built. New PC’s should be on campus mid to
late July.
f. ODS training is going well. Paul Johnson,
consultant, said this is a great group to work
with they are very intelligent and willing to
learn new things. You don’t always see that I. Recommendation: the ILT requested Debbie send
in an IT shop.
them training information for e-Vision.
I. Luminis
a. Luminis Team update
i. Jamie and Sherry met with Joyce
Easterman, consultant, last week to
finalize the agenda for the training
session in July. We decided to add
Margot Gregory, Megan Carter’s
replacement and Aubree to the team.
ii. Lisa Wolfe has replaced Megan Carter
and will be asked to join the Luminis
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
team.
Banner Time Log
Discussion
Printing Services
Calendars
Verify information for Printing Services Calendar:
Banner Classroom Pilot for Student and Accounts
Receivable September 1, 2 & 3
Banner Classroom Pilot for Finance and Human Resources
September 15, 16 & 17
Banner Classroom Pilot for Financial Aid and Advancement
September 22, 23 & 25
Banner Finance Go Live January 2010
Banner Human Resources Go Live January 2010
Banner Advancement Go Live January 2010
Banner Luminis (portal/website) Go Live January 2010
Banner Financial Aid Go Live February 2010
Banner Student Go Live March (for Fall 2010 term)
Banner Accounts Receivable Go Live July 2010
Discussion on preparation for CRP
All areas reported CRP information has been received from
Banner team leads and all are beginning to prepare for this.
Maurissa Buchwald, Director of Personnel, presented
information on training opportunities for Banner through the
help of Don Aguilar and Rob Miller using Advanced System
Technology (a Learning Management product and the owner
is a CU alumni). Highlights of the system:
 Create a learning environment for all employees
 Create a learning documentation system that will
provide tracking information to assist with HR
practices
 Enhance employee morale and retention
 Create a more productive environment with increased
competency
CRP Preparation
Learning Management
System Opportunity
May 29, 2016
Action Taken, Decisions, Recommendations
Decision: The AR go live date will be published as
July 2010
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Topics
Business on Hold
Ongoing Business
Other Business
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
Maurissa explained the process for using the system and
support available for designing curriculum. We will start
with overview information and CBT. Sherry will provide
this information as soon as possible.
Linda suggested a training session on FERPA
A. GPA ST modifications to Banner
A. Team leads need to completed Milestone Certificate and
Acceptance form to date for sessions that have been
completed
B. Review paper or electronic forms you are currently using,
i.e., do they need to be discarded, edited, reprinted, etc.
C. 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.
D. List of prioritized workflows need to be sent to Debby by
the end of July
 Sherry request a plan for end-user training to include who
will be training on what, dates for training and what
documents will be used.

May 29, 2016
Action Taken, Decisions, Recommendations