Page 1 Cameron University Banner Project
Meeting Agenda and Notes
April 16, 2020
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Committee/Meeting Name Implementation Leadership Team Meeting
Date Wednesday, August 5, 2009
Location Admin Board Room
Time Convened 8:30 am Time Terminated 10:00 am
Recorder Sherry Hendrix
Members Present Sherry Hendrix, Chris Crandon, Debbie Goode, Ninette Carter, Maurissa Buchwald, Linda Phillips
Members Absent Jennifer Bowen, Jamie Glover, Tom Sutherlin, Ken Gilliam, Donald Hall, Aubree Helvey
Visitor
Topics
Approve Minutes from 7-
29-09
Team Reports A.
Discussion, Information
Advancement a.
Update on training development. c.
Preparation for CRP
B.
Data Standards and Reporting b.
Status on team testing and manual a.
The DS team update b.
Status: Tom will be meeting with individuals on campus responsible for maintaining buildings, rooms and departments in Banner and other types of software, e.g., IT,
Registration, TMA and RESS to make sure all software used on campus has the same information. c.
Status: Update on departments to be visited for discussion on reporting needs. d.
Status: DS manual
C.
HR/Payroll a.
Update on training i.
The HR/Payroll team is meeting on a weekly basis for testing.
Action Taken, Decisions, Recommendations
Action: Approved

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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information ii.
The HR/Payroll department has been busy reviewing and enhancing current processes within the department. iii.
HR/Payroll has been involved with the
Luminis sessions this week. b.
Update on LMS i.
LMS development has been moved to
September/October. c.
Status on team testing and manual development. d.
Update on end user training e.
Preparation for CRP
D.
Financial Aid a.
Update on FA training. i.
Chris asked Sherry to put a meeting together to discuss exemptions and scholarships. Who needs to attend?
Chris will get back with Sherry on this. 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 in progress. b.
FA did not have training on Tuesday because we had no data in the system. Angie and
Robin worked yesterday and loaded about 40
FAFSA’s so we can continue to test our processes. I have a lot of work to do to reload some things that got blown out of test. c.
For ActionLine support I vote that the team leads should be able to make contact with the
ActionLine. This is how it was done at the
April 16, 2020
Action Taken, Decisions, Recommendations

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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information school where I used to work and it worked great. d.
As far as the MyCU thing goes, FA will not need it at much as we do now because a lot of the information we use MyCU for is in Banner. e.
The SSB and RORSTAT thing is too complicated to comment about here. Will probably have to table it until next week when
Jamie and I are in the meeting. f.
Status on team testing and manual development. g.
Preparation for CRP
E.
Finance b.
Update on FI training. i.
FI team is experiencing problems with posting after the second conversion round. It was suggested that triggers in
ODS might be causing the problem. ii.
Ninette is leaning strongly about having all end-users go through INB instead of
SSB. The final decision has not been made. c.
Status on team testing and manual development a.
Update on end user training i.
Dates have been set for end-user training:
1.
October 6, 8, 19 and 23 for training.
2.
Open labs November 3, 5, 10,
12, 17 and 19.
3.
Ninette has three volunteers to go through the requisition process before end-user training. b.
Preparation for CRP
April 16, 2020
Action Taken, Decisions, Recommendations

Page 4
Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
F.
Account Receivable a.
Update on AR training i.
AR has completed all their Banner training. b.
Status on team testing and manual development c.
Preparation for CRP
G.
Student a.
Update on training b.
Issues related to processing housing in Banner:
The Banner system process by room attributes and CU processes by student attribute. Rooms are assigned by room attributes rather than student attributes. This won’t work for CU.
Questions are asked on the housing application about smoking/non-smoking, loud music, sleeping patterns, etc. c.
First person assigned to a room defines the gender of the room, but there is no way to block the rooms to make them all gender specific: 101A, 101B, 101C (all male/female). d.
Rooms will need to be matched outside of
Banner and then input back into Banner. Will be done manually or script will need to be written to unload and load the data. e.
Need to determine how to charge RHA fee – cannot be set as part of SLALFME RULES or it will charge multiple times if there is a change in room assignment. i.
(Per Brenda, Ninette does not want this fee refunded.) f.
We need to check with UCO on code for
FormFusion for transcripts in INB and SSB g.
Status on team testing and manual
April 16, 2020
Action Taken, Decisions, Recommendations

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Topics
Cameron University Banner Project
Meeting Agenda and Notes
April 16, 2020
Discussion, Information development. h.
Update on end user training i.
Preparation for CRP
A.
Technical a.
Dates for interface and third-party software: i.
September’s CRP:
Clean Address should be functional for AD ii.
October: Nolij Transfer, FormFusion,
Intellecheck and electronic transfers iii.
November’s 2 nd CRP: SSB transcript
(need this before third conversion). iv.
December: Directory labels Planning for January ‘10:
Library interface for faculty/staff v.
May’10: Higher One vi.
July ’10: Student ID vii.
August ’10:
Early Alert and Blackboard
Connect-Ed b.
We will plan on the printer going in Library lab to be setup with sleep/wake for the September
CRP. Are there any other printers that required sleep/wake for September CRP’s? Do the printers in Burch and S. Shepler need sleep/wake? c.
UCO is checking with legal counsel re: releasing the FormFusion code for SSB transcript i.
Linda questioned if we are also receiving code to use with FormFusion for transcripts in INB. Debbie and Sherry will check into this. d.
Status of programming to allow advisors to enroll students without students having to key
Action Taken, Decisions, Recommendations

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Topics
Cameron University Banner Project
Meeting Agenda and Notes
April 16, 2020
Discussion, Information in their pin number or tell the advisor their pin number: It is working with Banner 8 if user logs directly into SSB. However, connecting through Luminis with ldap, Luminis forces you to enter the pin number. To make this work through Luminis will require altering baseline
Banner. e.
Chase completed the DBA tasks of cloning
CONV to TEST and TRNG. TRNG will be read-only. f.
Julie brought this to tech team and passing along to ILT for perhaps Aubree to take to Dr.
McArthur: Currently we have many people on campus who access class and student records and information through MyCU. We have secretaries doing registration and with access to all data records on students. Deans and Chairs who do not teach classes have access to all student records as well as all class rosters on campus. People in student services type areas
(e.g. student activities, financial aid, student development, and even cashiers) use MyCU to pull transcripts, account info, grades, GPA’s and schedules. The way Banner SSB is designed, this is not available. SSB only provides student and class information to people with the faculty role. And only faculty have access to rosters of the classes they are assigned as instructors. We need to evaluate what people use MyCU for and whether or not that needs done with access to screens in INB or if they should be assigned the faculty role.
Then we have to decide what to do with roster
Action Taken, Decisions, Recommendations
Recommendation: Issues below related to online registration need to be reviewed and brought back to the ILT.

Students are not allowed to self enroll
(internal decision)
 The ability to automatically put the student’s pin in (per code from Jamestown CC) during web registration will not work with Luminis unless we modify baseline banner

If we modify baseline Banner and register via the web we will not be able to identify by ID who has entered the registration.

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Topics
Cameron University Banner Project
Meeting Agenda and Notes
April 16, 2020
Discussion, Information information. Rosters may have to be a report that is run by chairs/deans/secretaries. Then we get into the licensing issue with Cognos and running reports. g.
And another issue Julie brought up: How will we deal with the people financial aid wants to have access to SSB? They have requested that the trigger to create pins for anyone entered in
RORSTAT be left on. These are potential students who do not have campus email accounts. However Luminis is set up for ldap and the change my password is going to be changing the windows password link. Do we direct these potential students to the SSB login page and then they get used to going there for their fin aid info? How do they get their account information and what is the default for their account info? Who do they go to when they need help logging in or resetting their password? Or do we start assigning email addresses to recruits and applicants so that they are able to login to Luminis? Then we need to create a Luminis role and tabs for these people.
Julie suggests that we wait to turn this trigger on and wait to tackle this in another year.
Evaluate our current policy of how these people are dealt with by recruitment and financial aid. Develop new policies that will work with allowing them to login to see their status and possibly develop something with
Luminis around recruits and admissions. We might also be looking at gmail accounts for these people by that time and aren’t dealing
Action Taken, Decisions, Recommendations
Decision: Linda, Aubree, Debbie and Sherry will meet on this and report back to the ILT Team.
Recommendation: Questions related to creating pins for anyone entered in RORSTAT needs to be reviewed and brought back to ILT at a later date.

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Topics
Cameron University Banner Project
Meeting Agenda and Notes
April 16, 2020
Discussion, Information with putting them all in active directory. There are a lot of policy and procedure questions that need answered for this to happen and several people need involved in the discussion. h.
Kelly has common matching criteria in test and
PPRD. i.
Julie’s notes from housing on Friday: Two hour training on Friday going over how to assign rooms again. The biggest issue was that they would not be able to use the batch assigning of rooms because it’s done on building attributes rather than people attributes.
They’re also not sure how to assess the $5
RHA fee. They will need to decide how to store the mailboxes as well as there is not a field for these in banner. The addresses are created from room number. j.
A follow-up session has been scheduled for
August 27. k.
Question came up re: who contacts SGHE’s
ActionLine for support. Is everyone agreeable with the functional leads making the contact for functional related issues and the tech team making the contact for tech issues? There should be some discussion between the functional lead and their tech person before the contact. If this is basically agreeable, I will draft a procedure to be followed. l.
JAWS and Banner compatibility will be tested to address visually impaired needs. This is being setup by ST. m.
Rolling all academic history in August ’10 has been discussed in tech meetings. There were
Action Taken, Decisions, Recommendations
Decision: ILT agreed this process for contacting
ActionLine.
Recommendation: Academic and admissions history between the third conversion and go live for

Page 9
Topics
Workflow
Cameron University Banner Project
Meeting Agenda and Notes
April 16, 2020
Discussion, Information approximately 12,000 transcript entries for
January – August last year. This will be a lot of dual entry and room for error. Re-rolling all academic history will take approximately 45 hours. There are some hours already budgeted for the supplemental roll SGHE will do anyway. IT’s suggestion is to do a complete academic history roll. n.
Julie noted Luminis training has been focused on employee, faculty and student and it has been said that we are not doing advancement and admissions roles for go live. If we do include these two areas, then Luminis ldap and roles need to be re-evaluated. o.
Status on new computer distribution.
B.
Luminis a.
Luminis Team update
We need dates associated with the workflows as it relates to the following:
 What WF’s are absolutely critical that need to be built by the consultant (with functional help) that will be needed to run our daily business at go live?
 What WF’s are absolutely critical that will be needed later in the year?

What WF’s (in prioritized order) we can build ourselves that we don’t have to have at go live?
 What WF’s we can put on a wish list that we can live without until we are up and running smooth?
Keep in mind the first priority is making sure we can run dayto-day business at our go live dates. If a WF is necessary, then we certainly need to address it. I’m not discouraging
WF, I just want to make sure we remember WF is one more
Action Taken, Decisions, Recommendations
Student is critical. Sherry and Debbie will investigate possibilities for transferring this information from legacy to Banner from December to after grades are posted in Summer.
Recommendation: Need dates associated with the workflows as it relates to the following and send to
Debbie.
1.
What WF’s are absolutely critical that need to be built by the consultant (with functional help) that will be needed to run our daily business at go live;
2.
What WF’s are absolutely critical that will be needed later in the year
3.
What WF’s (in prioritized order) we can build ourselves that we don’t have to have at go live
4.
What WF’s we can put on a wish list that we can live without until we are up and running smooth.

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Topics
Business on Hold
Ongoing Business
Other Business
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information thing we will have to train, practice and trouble shoot.
A.
Electronic Forms: Review paper or electronic forms are currently being used, i.e., do they need to be discontinued, edited, reprinted, etc.
B.
Summit: Per Glen, if the ILT feels like we need to send more staff from CU to Summit, we can so that with justification (6-7 people currently budgeted to attend)
C.
End-User Training: 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.
D.
Help Desk Support: 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.
E.
Gaps: review progress of gaps.
April 16, 2020
Action Taken, Decisions, Recommendations