Page 1
Cameron University Banner Project
Meeting Agenda and Notes
May 29, 2016
`
Implementation Leadership Team Meeting
Committee/Meeting Name
Wednesday, August 12, 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, Maurissa Buchwald, Linda Phillips, Jennifer Bowen, Tom Sutherlin, Ken
Members Present
Gilliam, Aubree Helvey
Jamie Glover, Ninette Carter, Donald Hall
Members Absent
Visitor
Topics
Approve Minutes from 85-09
Team Reports
Discussion, Information
A. Advancement
a. Update on training
b. Status on team testing and manual
development.
c. Preparation for CRP
B. Data Standards and Reporting
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 will be sent to ILT this
week.
C. HR/Payroll
a. Update on training
Action Taken, Decisions, Recommendations
Action: Approved
Page 2
Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
b. Update on LMS
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. 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. Dr. McArthur has approved
this policy.
1. Chris will send the policy
change to Aubree and Linda
ii. Need to review holds in Banner.
b. Status on team testing and manual
development.
c. Preparation for CRP
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 AR training
b. Status on team testing and manual development
c. Preparation for CRP
G. Student
a. Update on training
b. Linda reported they timed how long it took to
May 29, 2016
Action Taken, Decisions, Recommendations
Decision: Per Dr. McArthur - I concur with
dropping Probation Status.
I concur with dropping a specific 24 hour check as
long as we check at the end of each Spring and
Summer session.
I agree to an August 1, 2010 date for policy
implementation.
Page 3
Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
register a person and the first time was 45
minutes and the second time was 38. The time
it takes to enter a student will get better, but it
is still time consuming. Therefore, if CU
decides to do dual entry instead of a full
academic roll at the end of summer 2010 a
temporary person will need to be assigned as
soon as possible.
c. Status on team testing and manual
development.
d. Update on end user training
e. Preparation for CRP
A. Technical
a. Dates for interface and third-party software:
i. Will OWA remain as student email
system for at least the next year?
ii. Tech team is just on the eve of being
very busy learning Nolij, Evisions,
Appworx, ePrint and getting what
interfaces and/or 3rd party software
ready for CR
iii. Nolij admin is Kelly Simons and back up
is Julie Duncan. Software install is
scheduled August 24 and four days of
training beginning September 28.
iv. Received some coding from UCO for
SSB and INB transcripts –
corresponding w/ UCO on this
v. Just a note for go live – as each module
goes live, the PROD db will have some
unavailable times that we must
remember to plan for.
1. As time nears we will need
May 29, 2016
Action Taken, Decisions, Recommendations
Page 4
Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
more detailed information.
vi. If there are know of any patches that
must be installed before CRP, please be
sure to complete the R24 form
(attached) – by the way – is this form
(handout) okay w/ everyone to make it
official and add to the university forms
file?
Patches
B. Luminis
a. Luminis Team update
i. Now has a name – Aggie Access
ii. Functional integration was exhausting.
Lots of policies to be written and
decisions to be made.
iii. Julie has lots of questions since she has
both the technical expertise,
understanding of banner and
understanding of Aggie Access from a
functional perspective. Will be sitting
down with her once we get past the
August rush to discuss the issues and
determine how to move forward.
iv. Will be sitting down with the team after
August rush to determine other items
for completion prior to our next
engagement.
Patch information: All of the main module upgrades require
Banner General 8.2 be installed first. At this time if any
upgrade requires Banner General 8.2 to be installed (first) we
will not be able to apply because SunGard has not certified the
compatibility between Banner General 8.2 and ODS/ Luminis.
We risk ODS/Luminis functionality breaking if we don’t
May 29, 2016
Action Taken, Decisions, Recommendations
Decision: Sherry will send an e-mail to the Banner
leads for information on patches in each area.
Page 5
Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
follow. FI and FA are at 8.2 or greater because they did not
require Banner General 8.2.
Per Banner PM: Work with Banner leads to see which, if any,
patches are critical and need to be loaded before CRP.
CRP Agenda
Discussion, questions?
Practice Rooms for Go
Live
I’ve booked every available time in Burch for the month of
December for open lab time in preparation of go live systems
in January.
Per Judson: If a model is an easy model it takes no more than
1 month to define, build, test, and roll out. If more complex,
than it can take 2-3 months, so please let me know what you
need by when.
Help Desk Support: Debbie has produced information for go
live support for review.
 The Missouri, Oklahoma, Kansas and Arkansas Banner
Users Group Conference
http://www.missouristate.edu/mokabug) is November 19 20, 2009 in Springfield, MO
 Summit April 11-14 in San Francisco
We have a meeting with Laurene on October 5. Please
prepare a list of questions you have related to the third
conversion and your go live date.
Workflow
Help Desk
SETA, Summit
Third Conversion and Go
Live Dates
Business on Hold
Ongoing Business
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
May 29, 2016
Action Taken, Decisions, Recommendations
Action: Send your prioritized list of workflows to
Debbie as soon as possible.
Decision: Debbie will put this on the W: drive after
revisions have been made.
Action: Prepare a list of questions you have related
to the third conversion and your go live date by
October 2 in preparation for October meeting.
Page 6
Topics
Other Business
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
will be training on what, dates for training and what
documents will be used.
D. Gaps: review progress of gaps.
May 29, 2016
Action Taken, Decisions, Recommendations