Page 1 Cameron University Banner Project May 29, 2016

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Page 1
Cameron University Banner Project
Meeting Agenda and Notes
May 29, 2016
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Committee/Meeting Name
Implementation Leadership Team Meeting
Date
Time Convened
Time Terminated
Wednesday, September 23, 2009
8:30 am
10:00 am
Location
Admin Board Room
Recorder
Sherry Hendrix
Members Present
Sherry Hendrix, Maurissa Buchwald, Linda Phillips, Tom Sutherlin, Jamie Glover, Ninette Carter, Ken Gilliam, Donald Hall, Debbie
Goode, Chris Crandon
Members Absent
Jennifer Bowen, Aubree Helvey
Visitor
Brenda Dally and Julie Duncan
Topics
Approve Minutes from 8-2609
General Person Sync
Discussion, Information
After lengthy discussion on how to address general person during
implementation, the ILT proposed four options:
1. No Nolij
a. Dual entry for all general person data after General
Person roll
b. ITS would write a program to check if a person had a
Banner ID and was not in legacy
c. MyCU/SSB capabilities to update address/phone/email
data disabled
2. Nolij only copies basic demographic data such as ID, SSN,
name, etc.
a. Address/phone/email changes would be manually done
in both systems
b. MyCU capability to update address/phone/email data
disabled
3. Nolij copies all general person data from legacy to Banner –
all changes
a. All updates to general person data (address, phone,
name, SSN, sex, etc) are only done in legacy by all
offices but Advancement/Alumni.
b. SSB capability to updates any general person data
– including race as well as address, phone, and
email – would be disabled until we are fully on
Banner and Nolij is no longer used.
4. Nolij does everything-possibly overwrite better data in Banner
a. SSB update capabilities disabled
Action Taken, Decisions, Recommendations
Action: Approved
Action: All members present voted on number 3. Julie
and Sherry meet with Advancement to explain the
situation and we added the terminology at the end of
option 3 to read… “but Advancement/Alumni. All
agreed.
Page 2
Topics
Team Reports
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
All ID’s must be created in legacy before being entered into
Banner. Minimal data will be needed: name, SSN, date of birth,
and address to ensure that matching can still take place both
in legacy and for Nolij transfer.
A. Advancement in CRP this week
a. Update on training
b. Status on team testing and manual development.
B. Data Standards and Reporting
a. The DS team update
i. Tom asked the ILT team to be thinking about
who needs to be on the post go-live DS team.
We will have more discussion on this next
week.
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.
This is on hold for now.
c. Completed report meetings with FA, VA, International,
HR, AD Registrar offices. Need to schedule FI/AR and
Enrollment Management. Aubree and Tom are taking
care of Academic Affairs.
i. Need to take this one step further. Now we
need to decide from the people who don’t have
Cognos or INB, what reports from this list will
they need in e-Print.
d. Discussion on address types and what the default is
drawing from. HR needs to mail W2’s to the mailing
address. If the preferred address is not the mailing
address then it wouldn’t go to the right place. Cognos
should be able to address a cascade for choosing an
address. Need to look at Banner process and see if it
allows multiple addresses. Cognos cascade and
Banner cascade should be the same.
e. Tenure and rank
f. Teaching load
g. IPED’s
May 29, 2016
Action Taken, Decisions, Recommendations
B.a. Recommendation: ILT will discuss members for
the DS team at the next week meeting.
B.d. Recommendation: ILT needs to define a
procedure on address types and what the default is
drawing from.
B.e. and B.f. Tom, Maurissa, Linda and Aubree will be
meeting on these topics Monday, September 28.
Decision also needs to be made on who will be doing the
setup and maintenance in Banner.
Page 3
Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
C. HR/Payroll
a. Update on HR/PY CRP
i. HR/PY ran payroll very successfully during
CRP.
ii. Built a new payroll for 10 month staff.
iii. HR/PY team is working on files going to the
state.
b. Update on LMS
c. Status on team testing and manual development.
d. Update on end user training
D. Financial Aid
a. FA is in CRP this week and all is going well so far.
b. Status on team testing and manual development.
E. Finance
a. Update on FI CRP
i. FI CRP went well.
ii. Ninette is waiting on Evision training to prepare
sending information to the state. Debbie said
there is a meeting with Evision rep at 2:00 on
Monday. Ninette was asked to attend.
iii. Ninette reported she has been testing
requisitions in INB and SSB with other
individuals. To date all have indicated INB is
easy to use. No final decision has been made.
b. Status on team testing and manual development
c. Update on end user training
i. End-user training is supposed to start on
October 5; however, things are not ready to
begin training, so we will start October 19.
ii. Donald and Ninette will reevaluate the dates we
have scheduled and get back with Sherry.
F. Account Receivable
a. Update on AR CRP
i. Donald reported the AR CRP went as well as
could be expected due to just completing
training in July.
ii. One large gap that has to be worked through is
not being about to process based on a term.
b. Status on team testing and manual development
May 29, 2016
Action Taken, Decisions, Recommendations
B.g. IPED’s in Banner need to be reviewed.
Page 4
Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
G. Student
a. Update on ST CRP
i. Linda reported the ST CRP went better than
expected. There are still several gaps to be
worked out.
ii. We will have a mini-CRP in December.
b. Status on team testing and manual development.
c. Update on end user training
H. Technical
a. ODS: Dawne and Kurt are administrators
i. Stu04 which is where framework manager is
housed has been down, so no progress. Sherry
is working on changing the dates for end user
training.
b. Nolij: Kelly is the administrator (Julie is helping with
general person)
i. We won’t be transferring admission history. It
looks like the general person will work to some
degree but we’re going to meet with ILT to
ensure as it will mean they are waiting a day
between the sync.
c. e-Print: Greg, Chase and Kurt are the administrators
i. Sherry has a full list of the reports needed. Now
we need to decide from the people who don’t
have Cognos or INB, what reports from this list
will they need in e-Print.
d. E-Vision: Rick and Cheryl are the administrators
i. E-Vision server has been down. Need to give
the reports that will use FormFusion to
Chase/Greg to put in GJAJOBS. We have not
used any of our hours for training yet. At least
at the beginning, there won’t be any user
training needed. Only the IT staff will need
training. We have a couple of templates set up
and Ninette needs to choose one of the check
formats to use. We need some training on how
to attach the templates and how FormFusion
may be used for letters.
e. AppWorx: Greg and Chase are the Administrators
i. Users will give the information for the job to their
May 29, 2016
Action Taken, Decisions, Recommendations
H.a.i. Kurt is rebuilding STU04 and should be ready this
week.
H.c. Recommendation: to define who needs to be set up
on e-Print, Debbie suggested thinking about reports in
the intranet.
H.d. Action: There is a conference call Monday at 2:00
with E-vision to discuss set up and training.
Page 5
Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
IT rep and then IT will be the ones trained in
October. Angie will be the go-to for AppWorx.
f. Workflow: Greg and Rick are the administrators
i. Kickoff and Modeling – Oct 6-8. SQL – Oct 20.
Workflow Process Analysis Nov 3-6. Dec 1-3,
15 dates for one or two day training in each
module. ILT will need to rank which the
workflows they need in order. Also need to
decide who is responsible for workflows that
cross modules (e.g. SSN change)
g. Luminis: Julie is the administrator
i. PROD was installed last week. Different subcommittees have been working on the policies
and we’ll look at those in a team meeting
Monday.
h. Update on interfaces/extracts
i. Early Alert: 9/10/10 (Greg)
ii. Blackboard Connect-Ed: 8/15/10 (Kurt, Greg
HR-Dawne, Greg ST)
iii. ID Card: 8/1/10 (Rick)
iv. Library interface: 11/30/09 (Kurt, Dawne)
v. Clean Address for HR, FI, AD & FA: 2/1/10 (IT
w/each group)
vi. Clean Address for ST: 8/10/10 (IT w/ST)
vii. Diplomas: 11/23/09 (Kelly)
viii. Directory Labels: 11/23/09 (Cheryl)
1. Kelly and Cheryl have been working on
directory labels. Cheryl is working on
the view. The view will need to be done
from ODS data. HR and general
person data could be refreshed at noon
and at 5:00
i. Installations:
i. Luminis was installed in PROD
j. Patches/Upgrades
i. No patches or upgrades this week.
ii. Need to install all of the patches before we go
live. IT has a meeting with Laurene on October
5 and this is one of the discussion items.
k. Thursday, November 19 at 5:00 pm is the last day
May 29, 2016
Action Taken, Decisions, Recommendations
Page 6
Topics
Production Transition
Document
Workflow
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
for data clean up as we begin data extracts on
11/20.
I. AggieAccess Team update
a. The AggieAccess team has been preparing for
Operational Processing consulting in October. Jamie
has established some sub groups to work on policies,
channels and to recommend is we need to use course
studio or not.
Discussion
1. Discussion on Workflows and participants.
2. Need to decide who is responsible for workflows that cross
modules (e.g. SSN change)
3. Proposed workflow training schedule
Kick off and Workflow Process
10/6/09
10/8/09
Modeling Functional
SQL for Workflow for tech staff
Workflow Process Analysis Functional
Next Week Tasks
May 29, 2016
10/20/09
10/22/09
11/3/09
11/6/09
HR
12/1/09
12/1/09
FI
12/2/09
12/2/09
AD
12/3/09
12/3/09
FA
12/15/09
12/15/09
ST 2 two days
12/16/09
12/17/09
The ILT discussed the importance of having day to day business up
and running and if workflow is not absolutely necessary for go live,
we might want to wait. All agreed to go ahead and go with
workflow. Rick will need to attend the training session to help build
Finance’s workflow because Ninette and Donald will be too busy
during this period. All dates are OK with everyone except ST and
those dates will be reevaluated later.
 Please bring your end-user plan to the ILT meeting next week.
We need to coordinate everything related to pushing out
Banner to end-users from how/when to request access,
completing CBT, who will be trained, when on what. We want
to make sure all communication is coordinated (basically we all
need to know what the other person is doing).
Action Taken, Decisions, Recommendations
1. Decision: ILT will look at the list of Workflows and
prioritize the critical listings then send them to
Sherry via e-mail.
2. Decision: people to be trained:
Registrar
Admissions
/Recruiting
Finance
AR
HR
Alumni
AD
KCCU
Athletics
FA
Dawne
Linda and
Renee
Kelly
Rick
Rick
Kurt, Cheryl
Angie
Angie
Angie
Angie
Angie
Brenda and
Frank
Ninette
Donald
Ken and Wendy
Hillary
Hillary
Hillary
Hillary
Chris
Page 7
Topics
Practice dates, times and
locations
Gap Document
Banner Time Log
Banner Forms Opened at
One Time
Business on Hold
Ongoing Business
Other Business
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
 Need to review Cognos participants for Business Authors (15
licenses) and Consumer Licenses (55).
Practice sessions for FA, Admissions and Registrar have been
entered on the Banner calendar. Please look at the calendar each
week to see if your location has been changed.
Discussion on updating Gap document
Please remind staff to log time spend with Banner on the W:Drive
One of the ST users had 10 forms opened at one time during the
CRP. Sandra said after 3 forms have been opened, Banner may not
save changes on forms 4, 5, 6, etc. Please relay this information to
your teams.
 SETA, Summit: 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
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. Burch Open Lab Dec: Burch has been booked for several times
in the month of December for open lab time in preparation of go
live systems in January. Call Sherry for available times
E. Gaps: review progress of gaps.
Sherry out of the office Friday, September 25 and MondayTuesday, September 28-29.
May 29, 2016
Action Taken, Decisions, Recommendations
Recommendation: Proposed dates for Cognos training
are: Business Authors November 16-18, HR, FI and AD
will be December 1-3 and FA, ST and AR on January
25-27. These dates have not been confirmed.
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