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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, December 16, 2009
8:30 am
10:00 am
Location
Admin Board Room
Recorder
Sherry Hendrix
Members Present
Sherry Hendrix, Linda Phillips, Ninette Carter, Donald Hall, Debbie Goode, , Jennifer Bowen, Aubree Helvey, Maurissa Buchwald,
Tom Sutherlin, Chris Crandon, Jamie Glover
Members Absent
Ken Gilliam
Visitor
Topics
Approve Minutes from 12-209
Team Reports
Discussion, Information
A. Advancement Team Update
a. Go live week of January 19
b. AD doesn’t need specific communication going out to
all employees.
B. Data Standards and Reporting
a. Suggestions for distributing the DS manual to CU staff?
i. Tom would like to group the DS manual with
other policy and procedures on AggieAccess.
b. Proposed changes to DS manual
i. In Section 10 - Deceased Information Standard,
we need to change 10.3 Guidelines on #2 to
the following:
ii. Addresses should be end dated and
inactivated.
iii. Phones and email addresses should be
inactivated.
iv. We need to add the information in the attached
document (Banner Duplicates.doc) for
processing duplicates.
v. We need to add the information in the attached
document (Returned Mail.doc) for processing
returned mail.
c. Status of members for post go live DS team in
progress.
d. Debbie Goode assigned IT representatives still need
representatives from other areas.
Action Taken, Decisions, Recommendations
Action: Approved
Recommendation: Changes were discussed and Tom
will make the updates and send a new copy to ILT. He
will also create a change form for people to use for
requesting changes.
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
i. Tom will send an e-mail out to finalize this.
e. 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.
i. Initial meeting complete and working on
coordinating information
ii. Two more meetings are scheduled
f. Updates on department reports for go live.
i. Still need to meet with the Business Office.
g. Tenure and rank and teaching load update
i. Tom is working with Donald and Kurt on this.
h. Faculty load: faculty load and compensation was
discussion and Tom will be working on this with other
for an August 2010 go live timeframe.
i. Good time to review DS manual as areas start to go live
and report are being run.
C. HR/Payroll Team and LMS Updates
a. Working in PROD
i. Bi-weekly testing began yesterday and will
continue until all the errors are worked out.
ii. HR’s goal is to send the bi-weekly payroll to the
state on December 22.
b. Cognos training went very well. HR is making good
progress with building the Master List report.
c. HR asked about the status of the New Hire workflow.
Sherry will check with Judson on this. They would like
to have this in place by February.
d. Lynn, Wendy and Maurissa had quick flow training this
week and in a short time had seven quick flows up and
running.
e. Maurissa will sent an all employees e-mail with
information on what to expect with Banner.
D. Financial Aid Team Updates
a. FA had pre-go live training last week. Chris stated she
needs more time with SGHE consultant.
b. Gaps/issues
May 29, 2016
Action Taken, Decisions, Recommendations
Decision: the Business Office stated they did not need
to meet with Tom on reports. They will create the
reports they need with Cognos.
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
i. Processing Awards in Banner update
1. This is still a gap. Chris is getting
Sherry documentation on how other
Banner schools in OK are handling this
for more review
ii. Chris posted the following to the FA listserv
about processing awards in Banner
1. This gap has been resolved for now by
continuing to use the manual way they
are doing now. This will be looked at in
the future by possibly using Workflow.
Chris indicated she needs the detail codes in PROD as
soon as possible. AR is not scheduled for consulting
until the middle of January. Donald said he would
contact SGHE to start this process as soon as we get
back from holiday break.
c.
E. Finance Team Updates
a. Working in PROD
i. Ninette reported that E&G balanced in PROD.
ii. An issue Ninette discovered this week was that
FI will have to enter venders in Legacy to be
brought over to Banner with Nolij. She doesn’t
currently enter vendors in Box. However, this
must be done.
b. Status of requisition approvers training
i. Ninette and Donald will be attending the Deans
and Chair meeting to show them how to
approve requisitions in Banner. They will also
create a one page reference to send out to
other approvers.
c. Do you want an all employee e-mail sent about FI going
live on January 4?
i. Finance will be sending out an e-mail to just
those involved in requisition development.
They will send it first thing Monday, January 4
which will have the PROD link and other
information.
F. Account Receivable Team Updates
May 29, 2016
Action Taken, Decisions, Recommendations
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
a. AR will have consulting in January.
May 29, 2016
Action Taken, Decisions, Recommendations
G. Student Team Updates
a. Pre-go live session last week went very well. Continue
to work on Placement and pre-requisite issues.
H. Technical
a. There is an increase in duplicates. I.T. will setup user
training for targeted areas. This is detrimental to Banner
implementation.
i. After discussion, it was decided Kelly and Julie
would visit with recruiting before the next tape
load to try and figure out what’s happening.
b. Kurt is looking into using FormFusion for the January
and February paystubs until AA is in production.
c. FYI: Andrea is updating the classroom in the Library w/
MS updates and Java. Chase verified the updates will
work with Banner.
d. Greg says programming he has performed for drop
alerts in our current system for students will not be
available for Banner. Functional areas will need to work
with Banner functional experts or network with
connections they made at Summit or postings on
listserv. Athletes and international students have
something in place once the student is enrolled full
time.
I. AggieAccess Updates
a. Go live week of February 1
b. Review policies
i. Reviewed policy for Group Studio, maintenance
for tabs/fragments, announcement features,
maintenance of Channels and e-mail as official
communication. All were agreed upon with
some minor changes except the e-mail policy.
ILT discussed several issues with this policy.
Aubree and Jamie will edit this policy for
another review by ILT.
ii. Student Communication: ILT discussed making
sure communication from all departments will
Decision: Debbie will find out the exact time from when
a person is loaded in legacy and then moved to Banner
and get back with ILT.
Recommendation: all members of ILT were asked to
send Jamie what needs to be sent to student and when
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
have the same thing about where to go for
university information.
c. Update on marketing AA to students and staff
i. AggieAccess has planned on sending out
messages about AggieAccess through several
venue, i.e., student news paper, posters, adds,
e-mails, etc. beginning Spring semester.
 HR go live support January 4 (on site)
 FI go live support January 7 and 14
 LP Pre-go live support January 11-13
 University closed January 18
 AD go live support January 19-21
 LP go live support January 21 and morning of January 28
 AR Review January 26 and 28
 ST and FA Cognos training January 25-27
 AR pre-go live support February 23 and 25
 ST go live support March 9-11
 AR go live support July 1, 2010
Need to send at least one person from each area. IT reported no
one from their area will be attending Summit.
A. PRACTICE: Continue to practice, practice, practice
B. Electronic Forms: Review paper or electronic forms are
currently being used, i.e., do they need to be discontinued,
edited, reprinted, etc.
C. 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)
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. Time Log: remind staff to track time in Banner
F. Workflow: WF Committee: We need to develop a WF
committee and the following people have been involved with
training: Brenda Dally; Cheryl Davis; Christine Crandon; Dawne
Massey; Frank Myers; Hillary Ashton; Kelly Simon; Kurt Jn
Marie; Linda Phillips; Renee Roach; Rick Clyburn; Terry
Anderson; Wendy Locke; Angela Melton. Who from these
needs to be on the committee and who will chair it?
Schedule
Summit 2010
Ongoing Business
Other Business
May 29, 2016
Action Taken, Decisions, Recommendations
before we leave on holiday break.
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Cameron University Banner Project
Meeting Agenda and Notes
May 29, 2016