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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 30, 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, Jennifer Bowen, Aubree Helvey
Members Absent
Visitor
Topics
Approve Minutes from 9-2309
Team Reports
Discussion, Information
A. Advancement
a. Update on team training
i. The problem with the feed to Finance during
CRP has been resolved.
ii. Jennifer is having each of her areas review and
edit portions of the AD manual. They will also
be responsible for training on that portion to
others.
b. Status on team testing and manual development.
B. Data Standards and Reporting
a. The DS team update
i. Discussion on who will be on the DS team post
go-live.
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. Discussion on meetings with departments to identify
reports for go live. Completed department meetings
with FA, VA, International, HR, AD, Enrollment
Management and Registrar. Need to schedule FI/AR.
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
Action Taken, Decisions, Recommendations
Action: Approved
B.a. Recommendation: The existing DS team for
Banner implementation will be discontinued and a new
team for post-go live will be established. The ILT will
provide to Tom and Sherry one representative from each
area with the exception of ST and they will provide three
representatives to be on the new DS team. Beginning
January this team will start meeting on a monthly basis.
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
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 and teaching load update
C. HR/Payroll
a. Update on team training
b. Update on LMS
c. Status on team testing and manual development.
d. Update on end user training
i. HR will have online and instructor lead training
sessions which encompass: SSB overview,
time card entry, time card approvals and leave
reporting. Maurissa will send Sherry the
instructor lead sessions to find rooms.
ii. Training will occur in November and December.
D. Financial Aid
a. Update on FA CRP.
i. Chris reported that one day for FA CRP is
not enough.
b. Status on team testing and manual development.
E. Finance
a. Update on FI training
b. Status on team testing and manual development
c. Update on end user training
i. Employees will be using INB to produce and
approve requisitions.
ii. Finance has identified 77 people who will be
producing requisitions and 51 approvers.
iii. There are 18 sessions scheduled for training.
iv. Training will be in the classroom in half day
increments in groups of ten.
v. At go live, reports will be developed and
May 29, 2016
Action Taken, Decisions, Recommendations
B.h. Recommendation: HR is recommending the
following hierarchy for addresses from Banner: 1.
Mailing 2. Current 3.Permanet. The ILT will review the
address part in the DS manual for discussion next week.
We need to also find out how this is currently mapped.
B.e. Recommendation: Tom, Aubree and Linda met to
discuss how teaching load will be entered in Banner.
They will continue this discuss in November. Faculty
load will not be entered in Banner until January.
.
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
distributed in Banner as they currently are in
the legacy system. Finance will continue to
work on report in Banner.
F. Account Receivable
a. Update on AR training
b. Status on team testing and manual development
G. Student
a. Update on ST training
i. A mini CRP will be on December 8 when Sandra
is schedule for pre-go live support.
b. Status on team testing and manual development.
i. All areas are practicing and reviewing gaps.
c. Update on end user training
i. End-user training will be primarily for faculty and
will be done through AggieAccess in February.
More details will be provided later.
H. Technical
a. ODS: Dawne and Kurt are administrators
i. Kurt was able to bring up stu04 on Friday.
Dawne and Kurt were both able to do some
work in Framework Manager that day. Kurt
was successful with creating two different
branches in Framework manager, allowing Kurt
and Dawne to work simultaneously and then
merge their work back into the main project.
This week, Kurt will continue working on HR
data and Dawne will continue working on
general person.
b. Nolij: Kelly is the administrator (Julie is helping with
general person)
i. Progress on transferring general person from
legacy to Banner
c. e-Print: Greg, Chase and Kurt are the administrators
i. ILT is working on a list of reports that will fit
under the framework of e-Print E-Vision: Rick
and Cheryl are the administrators
d. Status on intellecheck and FormFusion
i. Conference call today w/ Sherie Delaney,
Helpdesk Team lead/Project Coordinator, Rick,
Cheryl, Ninette, Donald and Debbie
May 29, 2016
Action Taken, Decisions, Recommendations
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
e. AppWorx: Greg and Chase are the Administrators
i. Angie will be the technical lead.
f. Workflow: Greg and Rick are the administrators
i. ILT is refining a workflow list.
g. Luminis: Julie is the administrator
i. Team meeting last week to act on some policies
h. Update on interfaces/extracts
i. Early Alert: 9/10/10
ii. Blackboard Connect-Ed: 8/15/10
iii. ID Card: 8/1/10
iv. Library interface: 11/30/09
v. Clean Address for HR, FI, AD & FA: 2/1/10
vi. Clean Address for ST: 8/10/10
vii. Diplomas: 7/31/10
viii. Directory Labels: 11-23-09
i. Installations:
i. Nolij Week of August 25
ii. Workflow week of September 13, 2009
iii. AppWorx week of September 1
j. Patches/Upgrades
i. Week of September 7: Integration components
8.0.1 (Carlos recommended) upgrade
ii. Luminis and FA
k. Browsers?
i. Turnitin requires IE7 or above
ii. Bb does not work well with IE6
iii. Bb does not work well with Firefox
iv. Banner requires IE6
v. Firefox 3.5.2 will not work with IE8
vi. INB will not work with IE8
l. Appreciation Lunch
i. Dr. McArthur has approved an appreciation
luncheon for all those involved in the Banner
implementation. Team leads are to send
names to Aubree.
I. AggieAccess
a. Team update
i. The AggieAccess team continues preparing for
Operational Processing consulting in October.
AggieAccess sub groups continue to work on
May 29, 2016
Action Taken, Decisions, Recommendations
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
policies and channels. They have decided not
to use course studio at go live, but will continue
to review this for possible implementation at a
later time.
End User Training Plan
Cognos
Discussion on coordinating 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).
 All areas regardless of INB or SSB will need to work with
Chase to determine security access.
 Those in INB will need to take SGHE’s CBT Banner
navigation session before training.
The Cognos participants for Business Authors (15 licenses) and
Consumer Licenses (55) were reviewed and edited. Sherry will
send a revised list to team leads.
General Person Sync
Question, if any on general person sync
1. 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.
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.
Production Transition
Document
Debbie asked Team leads to meet with their technical lead to
review this document. Seen any edits to Sherry ASAP so she can
request this to SGHE.
Gap Document
Business on Hold
Discussion on updating Gap document
 SETA, Summit: The Missouri, Oklahoma, Kansas and Arkansas
Banner Users Group Conference
May 29, 2016
Action Taken, Decisions, Recommendations
Recommendation: ILT agreed to have a general e-mail
out faculty and staff preparing them for upcoming
training. Sherry will develop this and send it to the team
for review.
Recommendation: If anyone from ILT areas are
interested in attending one of the SGHE conference,
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
http://www.missouristate.edu/mokabug) is November 19 -20,
2009 in Springfield, MO
Summit April 11-14 in San Francisco
Electronic Forms: Review paper or electronic forms are
currently being used, i.e., do they need to be discontinued,
edited, reprinted, etc.
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)
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.
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
Gaps: review progress of gaps.
Time Log: remind staff to track time in Banner
Ongoing Business

A.
B.
C.
D.
E.
F.
Other Business
May 29, 2016
Action Taken, Decisions, Recommendations
information must be sent to Sherry ASAP.