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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, July 15, 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, , Aubree Helvey, Maurissa Buchwald, Jennifer Bowen, Jamie Glover,
Members Present
Tom Sutherlin, Ken Gilliam,
Ninette Carter, Linda Phillips, Donald Hall
Members Absent
Visitor
Topics
Approve Minutes from 78-09
Team Reports
Discussion, Information
A. Advancement
a. Update on training
i. AD has training today and tomorrow.
b. Status on team testing and manual
development.
c. Preparation for CRP
i. There are questions that need to be
addressed for CRP and those will be
taken care of during the August training
session. There are no major gaps AD is
aware of at this point.
B. Data Standards and Reporting
a. Status on DS Manual
i. The DS manual is still under review.
ii. The team questioned the Common
Matching criteria approved last week
which is 1) First Letter of First Name 2)
Full Last Name 3) Last digits of SSN.
Per Chris, the Banner FA lead indicated
she knew of no way to tell the system to
Action Taken, Decisions, Recommendations
Action: Approved
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
check the last 4 digits of the social. If
you put just 4 digits, it will just check
the first 4 digits. However, Julie
Duncan found a way to have common
matching check the last 4 digits of the
social. You put a minus in front of the
last 4 digits. This will be put on the
agenda for the ILT meeting next week
for more discussion.
b. Update on departmental meetings for reporting.
i. Tom and Sherry met with FA this week
and reviewed reporting needs for
Banner FA go live date. Several reports
were discontinued and some will be
able to accomplish through Population
Selection method. Follow up work will
be required for some reports.
ii. We will be scheduling more meetings
next week.
C. HR/Payroll
a. Update on training
i. LMS report by Maurissa: the intern who
has been assigned to help design online
Banner sessions has been hired.
Starting date is TBD. The first session
will be Banner FAQ’s.
ii. Maurissa needs to meet individually with
functional leads to identify training
needs.
iii. Maurissa would like to have training on
what Banner offers for EEO, grievances
and worker comp. Glen has approved
this request and Sherry will set this up.
May 29, 2016
Action Taken, Decisions, Recommendations
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
a. Status on team testing and manual
development.
b. Update on end user training
c. Preparation for CRP
i. Payroll has been testing for CRP and per
Ken there are no gaps that can’t be
fixed at this time.
D. Financial Aid
a. Update on FA training.
i. Chris attended the AR training with
discussion on contracts and exemptions.
The FA team will continue to determine
what process will work best for them.
The Banner consultants lean towards
using exemptions as it makes the
system do the work for you. However,
the exemption in Banner does not allow
you to attach additional criteria which is
necessary for many exemptions.
ii. Chris asked Sherry to put a meeting
together to discuss exemptions and
scholarships.
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 – This is still on hold.
iii. Chris and her team are still reviewing the
SAP policy to determine how to address
this in Banner.
b. Status on team testing and manual
development.
May 29, 2016
Action Taken, Decisions, Recommendations
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
c. Preparation for CRP
i. The FA team is testing in preparation for
CRP and is working on probation status
which we may not be able to do. Will
continuing working on this.
E. Finance
b. Update on FI training.
c. Status on team testing and manual development
a. Update on end user training
b. Preparation for CRP
F. Account Receivable
a. Update on FI training
i. Due to on site consulting, A/R is not
present at the ILT meeting, but sent a
report.
ii. The consulting is going great. We are
still working through and testing the
detail codes and trying to determine the
best fit for the University. These codes
will continue to evolve.
iii. We had another lengthy discussion
regarding Contracts and Exemptions.
Financial Aid is still trying to determine
what will work best for them. The
consultants all lean towards using
Exemptions as it makes the system do
the work for you which we like.
However, the Exemptions in Banner do
not allow you to attach criteria which
are a key factor in many of our
exemptions.
iv. Contracts within Banner are a great way
to bill third party vendors (such as
May 29, 2016
Action Taken, Decisions, Recommendations
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
OHLAP) for student charges. But
because of some of our unique things at
Cameron, it will present a few
challenges that we are working
through. And then there is the day old
question of which comes first…the
Contract or the Exemption.
v. We also worked through the Housing fee
assessment and are working out a few
kinks in the system but will hopefully
have most of it done for the 7/31
training.
vi. We will be discussing the CRP in
tomorrow afternoons session. I would
like for Linda or a representative from
Student to be there if possible.
b. Status on team testing and manual development
c. Update on end user training
d. Preparation for CRP
G. Student
a. Update on training
i. The ST Admissions team is testing two
times a week. The ST Registration
team will start testing more often also.
The Recruiting team is also testing
regularly.
ii. Recruiting has been working diligently
on running tape loads and they have
successfully accomplished this task in
Banner.
iii.
b. Status on team testing and manual
development.
May 29, 2016
Action Taken, Decisions, Recommendations
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Cameron University Banner Project
Meeting Agenda and Notes
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Discussion, Information
i. The Admission manuals are almost
complete and the Registration and
Recruiting areas are also working on
manuals.
c. Update on end user training
d. Preparation for CRP
i. The ST teams are all working on the CRP
document given to them by the Banner
ST consultant and will meet together
before the CRP session.
ii. Student ID’s are in the process of being
determined for all areas of ST in
preparation for CRP.
H. Technical
a. Team update
i. Conv2 status
1. GP complete
2. HR complete
3. FI complete except for Foundation
which will start July 20
4. ST looking good
5. AD looking good
ii. Decision to postpone EDW until post go
live has been approved by V.P.s
Pinkston and McArthur
iii. SSB Registration PIN update. A
conference call from Jamestown
Community College revealed the
possibility of using their source code to
solve the problem of advisors needing
the student’s PIN to enroll them. We
will be able to write a "Master Key"
web page that enters the student's PIN
May 29, 2016
Action Taken, Decisions, Recommendations
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Meeting Agenda and Notes
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Discussion, Information
for the advisor. That way, nobody has
to see the student's PIN. Julie Duncan
is working on this. I.T. will try to have
this completed by CRP.
iv. We have signed a change request with
SGHE to bring over Student Admission
history for Conv2 and Conv3.
v. Encourage users to continue to use TEST
for the testing/training until 7/27/09.
Banner is populating CONV database
with round 2 data extracts. Once
complete, CONV will be copied to
TEST and TRNG database on July 27.
Users NEED TO KNOW that changes
made to PPRD after the clone will need
to be put in TEST for testing/training.
In October, as other people will begin
training, they will be trained in the
TEST database.
vi. Debbie and Sherry are working on
Banner Overview information for an
online session and to be put on the CU
Banner website.
vii. I.T. DBA’s will be meeting with Nolij
Transfer representative on Friday for a
pre-implementation overview.
viii. Insight is being installed in Burch AITC,
front row on west side. Library – first 5
PCs in middle row and S Shepler 407 –
all PCs by the end of July. Library is
complete and other two should be
complete by the end of July.
ix. The first PC is to ship from Dell no later
May 29, 2016
Action Taken, Decisions, Recommendations
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Meeting Agenda and Notes
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Discussion, Information
than 7/27/09 for our review. As soon as
we can test it to make sure software is
loaded per our specifications, the
volume order will be placed. Following
this, the deployment team will be
schedule to come on campus and begin
distribution.
x. We are looking into the current user
management system to explore the
possibility of any SBI setup translating
into Banner access.
Status of manual development
Help Desk Support
Summit 2010
End-User Training
Banner Logon/Logoff
Report
Business on Hold
b.
I. Luminis
a. Luminis Team update
i. Jamie and her team are preparing for
Content Planning sessions next week.
The team discussed how to handle help desk support for go
live dates. It was suggested we have a designed person for
each building. Aubree agreed to take care of the academic
area. More discussion on this topic next week.
We have a budget to send some individuals to Summit, but it
is much smaller than last year. If the average cost is about
$2,200 for each person then we will be able to send 6 or 7
people.
A plan for end-user training is due for review by the end of
August which needs to include who will be training on what,
dates for training and what documents will be used.
There is a Banner table that audits all logon/logoff activity in
INB which will help functional leads to know who is logging
into Banner TEST instance. It will be delivered to the
functional leads and Executive sponsors Wednesday
mornings.
A. GPA ST modifications to Banner. It was reported that this
May 29, 2016
Action Taken, Decisions, Recommendations
Recommendation: each team lead will
communicate to end users the proper way to log off
of Banner test account so the Banner Audit report
will reflect the exact time spent in Banner.
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Ongoing Business
Other Business
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
issue is being addressed at the OSRHE level.
A. Review paper or electronic forms you are currently using,
i.e., do they need to be discarded, edited, reprinted, etc.
B. List of prioritized workflows need to be sent to Debbie by
the end of July
Reminder to HR, FI, AD, LP and the rest of ST need to get
their FY09 time logs to Sherry.
May 29, 2016
Action Taken, Decisions, Recommendations