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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, January 20, 2010
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, Tom Sutherlin, Chris
Crandon, Maurissa Buchwald
Members Absent
Jamie Glover, Ken Gilliam
Visitor
Topics
Approve Minutes from 1-1310
Team Reports
Discussion, Information
A. Advancement Team Update
a. Status of policy change for foundation departmental
deposits.
b. SGHE consultant is on site this week for go live.
Data Standards and Reporting
a. Status on 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.
b. There have been no changes to the DS manual to date.
c. Other DS manual changes need to be made related to
e-mail codes and abbreviations. These are still on the
table for discussion.
i. Status of members for post go live DS team.
Debbie Goode assigned IT representatives still
Action Taken, Decisions, Recommendations
Action: Approved
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
need representatives from other areas. Tom
will send an e-mail out to finalize this.
d. 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
e. Updates on department reports for go live.
i. Dawne is organizing a report implementation
plan. Tom needs to visit the bookstore about
their needs.
f. Tenure and rank is updated and data disc were give to VP
McArthur and HR last Tuesday.
g. Faculty load: faculty load and compensation was
discussion and Tom will be working on this with other
for an August 2010 go live timeframe. Staff data under
review today.
B. HR/Payroll Team and LMS Updates
a. HR team is working on AggieAccess information.
b. Payrolls are running fine
c. Maurissa needs the new hire mapping which was
started in one of the WF sessions last month. Sherry
will take care of this.
C. Financial Aid Team Updates
a. Banner update
D. Finance Team Updates
a. The claim form will be delivered by Evision for testing
today. Ninette reported they are processing claims and
checks out of PROD.
b. Ninette will probably be sending an e-mail to let
approvers know that function has been turned on.
c. Working on closing December books in preparation for
ledger balance to be converted Monday.
d. CU has contracted with TouchNet for billing. This
May 29, 2016
Action Taken, Decisions, Recommendations
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
implementation should take around 90 days and should
be in place by July 1, 2010.
May 29, 2016
Action Taken, Decisions, Recommendations
E. Account Receivable Team Updates
a. AR team had consulting Tuesday and will have another
session Thursday.
F. Student Team Updates
a. Admissions is in the process of testing the SASR sync.
There are several problems with the testing and the
contract may need to be extended to deal with ongoing
errors.
b. Linda is preparing material to train individuals on how to
deal with holds in Banner.
c. Aubree is working diligently on getting faculty training
ready for AggieAccess.
G. Technical
a. Answer to questions asked last week:
i. Jon’s suggestion was for IT to run a process
to populate the Alternate ID tab in SPAIDEN
with the person’s SSN. This would allow us
to enter the SSN in any ID field and Banner
will then convert it to the person’s ID. It
eliminates a few clicks when compared to
the alternate ID search.
ii. If you wish to try it this out in TEST, the DBA will
need to make this available.
b. On INB for FI users to enter and approve purchase
reqs, can the SSB links not be shown? There is
concern that someone will get info on a student
they should not have.
i. Someone is confusing the alternate PIN in SSB
with alternate ID so this will not conflict.
c. Can holds be synced through Nolij?
i. SASR sync process is driven by changes in the
Admissions and Recruiting tables only, not
registration.
ii. Dawne has an alternate plan for this.
d. Informational for Tech team: Aubree is looking into
Recommendation: Per SGHE AD consultant, lots of
schools start with opening this option and then find out it
doesn’t work well. ILT decided not to open this option at
this time.
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
who will be the help desk for faculty enrollment.
e. When will the WF email for approvers be available
in PROD?
i. Debbie will find more information on this and
send to ILT
f. Discussion on ‘Request for Patch or Upgrade Form’ and
should have it ready soon for ILT review.
i. ILT had discussion on the patch process. It was
recommended that the team lead and IT
representative sign off on the patch form.
Debbie will make that change.
ii. Tom suggested we have a process manual to
understand the relationship between
departments
g. In AggieAcces/SSB there is a table that determines
what addresses you can update/display. Currently, the
only roles we use are Student, Employee, and Faculty.
(All faculty are included in the employee role. IT needs
to know which of the following addresses should be
update/display/none for student and employee (I can’t
see anything being faculty role specific.)
i. After discussion, Debbie agreed to get more
information and discuss this at ILT at the next
meeting.
H. AggieAccess Updates
a. Decision from AA team was in favor of changing current
CAMP email type to be split into two separate email
types.
b. Continue discussion and review on e-mail policy for
student and faculty/staff.
i. After review and discussion of both e-mail
policies: Student and Faculty/Staff, minor edits
were made. However, there needs to be more
discussion on who will approve the e-mail and
who will be the person to deal with appeals. As
it stands right now for the Student e-mail,
Margot will accept them and Josh will appeal
them. For the faculty/staff e-mail Josh will
accept them and Maurissa will appeal them.
May 29, 2016
Action Taken, Decisions, Recommendations
Decision: Debbie will revise the form and send it to ILT
for a response by Friday.
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Cameron University Banner Project
Meeting Agenda and Notes
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Discussion, Information
Maurissa was not at the meeting, so this is not
approved at this time.
c. Status of other AggieAccess policies going to EC.
1. Gap: When a student completely withdraws there is no “alert” or
“pop-up” in Banner to tell the person doing the dropping that the
student has financial aid (Finance, ST and FA)
a. Chris is going to contact several schools in OK to see
what they are handling this and will report back to ILT.
2. Workflow for International students. Who are the parties
involved? What is the timeline for completion?
 Review adding another HR person as a Business Author.
On-going Gaps/Issues
Cognos Licenses
 Debbie is getting quotes to purchase more licenses from SGHE
and IBM.
o Business Author licenses is $1,300 each and Consumer
licenses is $800
 Student only’ reports/processes list spreadsheet needs input.
Spreadsheet is located:
W:\Workgrps\its_share\BANNER\Reporting\ST Reports Master
List.xlsx
 Answer to question below on when Cognos will be available in
Cognos:
Kurt and Dawne would like to recommend that the development of
reports should take place in development, and they should be
moved to production when those reports have been tested and are
considered completed. Currently we are experiencing problems with
the development servers and reports that are in this environment
cannot be accessed or be moved to production.
- We are currently reviewing security, but users need to be
aware that some security issues may exist, and we would
like to resolve any security issue discovered as soon as
possible so we can make the right security modifications to
resolve those issues.
- Publication of Packages: At this point, we use stu04 for
publishing packages from development. We do not have a
location to publish the packages for production at this point;
however, we are looking into finding the right
desktop/server to install framework manager.
May 29, 2016
Action Taken, Decisions, Recommendations
Decision: Sherry will get with Marcella to get more
information.
Action Taken: ILT agreed to take Lyn Lackey off the
Business Author and add her to the Consumer.
Decision: Debbie will get more information on this and it
will be addressed at the next ILT meeting.
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Topics
Conversion Schedule
Post Go Live Activities
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
Cognos Production is located on the ‘splash’ page
(http://banner01.cameron.edu:9090/) and has been accessible
since production was rolled out for Finance. With any new
implementation, glitches and inconsistencies may exist. We are
requesting the users’ help by reporting to us any issues that may
arise, and we will work diligently to resolve them.
January 18-22
 ST loads continue - complete
 Receive DB from SGHE – COD Jan 22
 Clone PROD to TRNG Is this ok with everyone?
 Leave test as is
 PROD available for AD but unavailable for ST
 Set up user for AggieAccess
 Before users have access to PROD, Nolij GP Sync runs for 1/9
– 1/22
Friday, January 22
 Receive DB from SGHE COD
 SGHE (Kelli) will have SSB changes in PPRD before the clonedone
Monday, January 25
 Give PROD to team leads (this item has been moved from
January 22 to January 25.
 FI – Ledger summary balances (November & December 2009 –
both COAS 1 & 2)
 FI data conversion validation
 March 2010: EPAFs – setup for internal audit controls and also
two specific audiences (Adjunct and speech camp), will require
40 hours of onsite the goal week of March 29th
 May 2010: Faculty Load and Compensation –
setup/configuration requires 80 hours, with one week onsite and
the additional week via webex with the goal week of 2nd week in
May
 February 2010: Additionally probably 1-2 conference calls as
we bring up web time entry and configuration.
FI:
 February 2010: FI Budget Development
 Summer 2010: TouchNet or Third-party software for cashiering
May 29, 2016
Action Taken, Decisions, Recommendations
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
FA
 Possibly Direct Lending: Decision on this is scheduled for
December by Feds. May have to be done by July 1, 2010
ST – All ST will be next year
 SSB Prospects
 Additional hours for advanced features
 Schedule 25 and possibly Resource 25
AD No additional services needed at this time
Technical
 Summer 2010: Luminis technical training
 February 2010: More Cognos licenses
Ongoing Business
Change Meeting date and
All






A.
B.
Summer 2011 or after: Degree Works or CAPP
TBD: Document Imaging, SGHE, Nolij, Hershey
TBD: Event Management
February 2010: Workflow for all areas
Continuous for the next year: Possibly more Cognos training
Continuous for the next year: Workflow
PRACTICE: Continue to practice, practice, practice
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. Time Log: remind staff to track time in Banner
E. 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?
Need to move the January 27 meeting to January 28 in the
May 29, 2016
Action Taken, Decisions, Recommendations
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Topics
time
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
afternoon if possible.
May 29, 2016
Action Taken, Decisions, Recommendations