Implementation Minutes Cameron University Student Team Notes and Report Follow up for July 1 - 2, 2009 Open Consulting and Classroom Pilot Preparation Discussion Registering Students Facilitator Sandra Beaulac Note Taker Renee Roach Attendees Linda Phillips, Renee Roach, Katia Mayfield, Betty Flack, Shelley Lytle, Kelli Peterson, Kelli Simon, Dawne Massey, Aubree Helvey, Brenda Dally, Zoe DuRant, Sherry Hendrix, Julie Duncan General Consulting Questions Relevant Training/Discussion Highlights: GAPs Identified: Decisions Made: Decisions Required: Other Issues and Concerns: Action Items / Assignments Description Owner Deadline CRP Test plan – a test of how we are going to use the Banner system. Questions on the floor – How do we use the SHRTPOP function? 1. We cannot run a transcript by population correctly. Sandra says we should look at the SHRTPOP parameters. A. Purge parameter B. Selection Term C. Student ID D. Level(s) E. Advisor ID F. Degree Code G. Degree Status H. Degree graduation date Several additional parameters are available to choose from. Prior to number 26, we do not want to include in the transcript population selection, if enabling population selection within SHRTPOP. 27-30 will allow us to use a population selection that we have created in BANNER to run SHRTPOP. We create a banner popsel; we need to go over the procedures on how to do a population selection. We can put something in the issued to name to designate who is SunGard Higher Education – Confidential & Proprietary 291188520 Page 1 of 16 5/29/2016 Implementation Minutes running the group of transcripts. Actually run the transcript and say “Y” to the transcript population file. There will not be an individual ID & Sequence since we are running the job for multiple students. We do not have to use a designated printer if we are using the sleep/wake process. 2. Katia has a question on the SSB system – she has populated the SFAROVR table for 200910. Katia set these up, but when she goes into the SSB and the override function the only two that appear are override all & override special approval. Another question would be that is there a way to have more than just the 200910 term on the SSB enrollment options? Sandra is looking at 200920 term on SOATERM. WE have it to allow approval and overrides. Sandra is going into SSB to see what issues Katia is referring to. The term in SOATERM which allows registration is set to 200920, the SFAROVR must be created by term. Katia will create the codes in SFAROVR and Test. Katia successfully tested the override process in SSB 3. Katia has additional questions regarding registration on SSB. Under Faculty services in add/drop classes. In order for Katia to register a student, she understands that a check box must be beside each of the courses in order for her to enroll a student. Sandra says that SSASECT must be set up correctly in order to enroll the student. The following are forms that should be reviewed when encountering registration errors in INB or SSB: In SSASECT – Sandra says if we are looking at the section enrollment information. Sandra wants to open the schedule menu (SSASECT). Now she wants us to go to SSADETL. We want to check and see if there are any curriculum rules associated with the course. Next, she wants us to go to SSARRES – schedule restrictions. We are finding that there are campus and college restrictions on the SSARRES form. It is set to only those students living in Altus as a location code may enroll in this class. It also indicates that the college must be AS – Arts & Sciences in order to enroll in the course. We are not looking at the SGASTDN form to see if there is anything unusual coming up here. We are looking to see if the student has a campus or college associated with them. It will be viewable as part of the curriculum as the campus and college sections. Because these are the registration restrictions set on the course, this particular student that Katia is using does not fit into the category (CRN is 20001 and student ID is 000030XXXX) SSASECT is being reviewed to determine if section enrollment is set, yes it is. SGAADVR form would be where we check to see that Katia is set up as the student’s advisor. Sandra now wants us to go to SCHEDULE – control form. Now we SunGard Higher Education – Confidential & Proprietary 291188520 Page 2 of 16 5/29/2016 Implementation Minutes 4. are looking at SFASRPO – student registration permit override form. For 200920, there are no particular permits that would require an override for this student. Katia says she has tried this with more than one student and has received the same error. SOAROLE – role assignment form where we would set up a particular role for an advisor. Sandra is looking to see what types of status codes are assigned. She indicates we should look in the Banner SSB user guide in the registration term fields. We would want to look at the 8x version in the user guide. Sandra will look at this error by using the find process. We are now going to look at the reason that all courses are not listed as a check box for allowing registration on SSB. We would look under class schedule in the user’s guide. Sandra is going to SSASECT to see if there are any issues associated. The call numbers are 20001 & 20002 for term 200920. SOATERM, SFAESTS & SFARSTS to see if we have web registration set up. We do not currently have this set up for the part of term denoted on the class section, so Sandra is indicating the RW – web registered to go through the end of time for the part of term 16. There is an initial set up that must be completed in the registrar’s office and then (SOATERM, SFAESTS & SFARSTS, SOATERM, max hours, SFARGFE. Please refer to the procedures chapter of the Banner student Users Guide Registration Chapter for the set required for the beginning of each registration term. Detailed class information will provide pre-requisite information. Katia is also asking: using the waitlist option, if we have multiple sessions of a class and a student decides to waitlist. Is there a way to block them to register for other sections if they are on a waitlist for another section? The waitlist restriction rules are the same as the term restriction rules. Set the Duplicate Checking to fatal if students are not allowed to register for multiple sections of a class. 5. Renee asks Sandra to please review the time ticketing procedures. Time ticketing may be done by two different methods. The first is group controls where we would ask a script be run by the IT people. We are looking at the SFARCTT form. For this priority how many people do we have for this group? This would be included on the SFARCTL form. There is no methodology to go out and say that a group is classification of seniors. When we use the time ticketing methodology, it is called group time ticketing. We go to the IT folks and ask to go out and find all of a particular type of classification and assign a group code to the student in order for us to utilize this type of methodology. This was type 1. SunGard Higher Education – Confidential & Proprietary 291188520 Page 3 of 16 5/29/2016 Implementation Minutes The second type is in SFARGTC – third party registration time controls. This is what we think CU should be using. Priority 1 for the 200910 term with begin date & time and end date & time and the first group we want to register is the Class (we can work on what the code is supposed to be). Priority 1 would be seniors; We could code multiple priorities using this form. A possible issue is that would be that we may have to use the student level for graduate students as opposed to the class indicator. People who are GR & who have a classification of SR can register on this particular timeframe. Sandra is going to screen capture this and send it to us. The next thing we want to check for would be that we have the control form GTVSDAX (crosswalk validation form). She wants to go to group to WEBREG and see what the controls are for deciding time ticketing. We say are we restricting by time ticketing. No, we were not when we were doing our testing. This says (WEBMANCONT) Web use management controls – do we want to use this SFARGTC. This is where we would check system required. Betty Flack is asking a question about putting on old Cameron work to the current record. There is no general student record for this term that Betty is trying. We are going to SGASTDN to see for 00005XXXXX for Linda FonVille. Do not put a term in the key block. We can do the student summary dropdown which will provide a comprehensive list of what is included on SGASTN. The very first record was 198220. There is nothing prior to this term. We are looking at 197510. These are old transcripts for student’s history. These are pulled from the hard copy transcripts. Betty runs into this error very often. Sandra has a couple of questions. Sandra is asking about the matriculation date and how we have determined what this date will be. It should be the first term that the student actually attended the institution. Currently, in the test database, we only included the first term that we were live on the legacy system. Dawne is saying that for the next conversion, we will be rolling the terms for 197510; however the matriculation term is 198220 because we are currently pulling that from the admissions application form. Sandra says this will be ok. Betty would like to know how soon she can start working on this. When will the database be available: Betty is making the changes in TEST in BANNER? She’s only playing in test, but making the official changes in PPRD. Cameron will tell Betty when the database is ready for her continued testing. Kelli Peterson has some questions: In transfer articulation, there were some error messages: How do you get out of an error message when it locks up your computer. The ID number is 00009XXXX and we are in the SHATAEQ form for Lindsay G. Rhodes. The error was …. Sometimes it means that someone else is in the exact same form at the same time. If they are attempting to be in the same record at the same time. We can go to file exit. There is not a methodology for our current “FIXLOCK” procedure. The DBA could find out who has the form SunGard Higher Education – Confidential & Proprietary 291188520 Page 4 of 16 5/29/2016 Implementation Minutes locked. We would not want to call unless it is an emergency type situation. If it is a critical time when we have student’s lined up, we would want to contact the network administrator. We would want to make clear to all advisors who are enrolling that they MUST shut down (log off) of a particular student when finished or requesting additional assistance from the registrar’s office so we may access the student’s records. How do you delete an attendance period if you accidentally get more than one of the same period on the students transfer history? We would go to SHATRNS & SHQTRIT and look at the attendance period number. When we blow something away, we have to start at the bottom. (At the lowest sequence of the number). To delete, choose record remove and save. We would simply choose the record remove function for all of these types of requests. SHATATR – Kelli wants to know the high and low. If a class is a variable level class then use the low and high credit hours. We are looking at 003152 – University of Central Oklahoma. We only have to enter the number of hours in high. If the class was from 1-3 hours, that is when we would use the high and low hours. If it is 2 hours at UCO and 3 hours at CU, we only want to allow the 2 hours of credit. We want to manually enter the 2 hours in the equivalent course section in the credits used column. This will auto populate from the catalog, so we will need to remember to change the credits used. We only fill in the low to high when there are a variable number of courses. We will want to make sure and save these changes. There are some issues on STVSBGI on Vernon College coming over as a high school. Sandra thinks that the STVSBGI code is incorrect or the other high school is incorrect in the system. Cameron will review the data and correct where needed. Enrollment verifications – SFAMESG – enrollment verification messages. They may go out during the drop/add period. We can say, this is of a particular date, but our drop/add period extends beyond that date. We can create a message that would indicate that we have not reached our drop/add dates. We could to it for a particular student ID number, or for a particular request type code. SFAEPRT – enrollment verification request rules. The student can request enrollment verification from SSB as well. ON SFAEPRT, we flip all flags just so we can see what the form does. There are self-service print options. We can also send out a letter to the student notifying them that the verification was mailed out. This is the control form. We are going to SFARQST – and actual enrollment verification request. In SOADEST – sleep wake would send the various enrollments, etc to printers. Enrollment verification is not using sleep/wake right now. If we want it to be printed to a local printer, this is where we would enter this information. We are requesting an enrollment verification request for Linda for 200920. There are various types and copies that can be selected. There are various places that we can use on SOACOMP – we can send to a person that is listed on this form and we can set up there if needed. The recipient name and SunGard Higher Education – Confidential & Proprietary 291188520 Page 5 of 16 5/29/2016 Implementation Minutes address information would populate. We would need to make sure this student was EL – eligible to register. We are asking for a bank request. The number of the request will auto fill. We can look at the enrollment verification status on SFARQSS. We ran a request for Darrin Gunter back in April. We can also input the send date. We have to go to the job submission form (GJAPCTL) and look for the enrollment verification requests. This will be a SF form, put SF% in the process and %Enrollment” for the title. The process is SFRENRL. Do next block, to database to review first if necessary, put in the student ID in the parameter values, type was BANK, address type, and we are looking for what fields are required to enter. Look to see if they have a permanent address. 04 – Select the credit that we want to print? Do we use Earned or Attempted? Time status calc credit type for E (earned) or A for (attempted). We could run for all of the veterans. We would strike “A” for midterm to include all of the registration. We could set section title and all of that as Yes just to see what it will look like. We can include a cutoff term. Save parameter set as, hit save at the top. Then go to output GJIREVO for 82164. We look at this just like we would a transcript. Full-time, part time is self reported, so we do not want this coming from SGASTDN. Use the time status calculation to designate full /part time status. We could find this in SFRENRL on the user’s guide. It will show what the request actually looks like. SFAEPRT – we can choose what flags need to be flipped. If we decide to use this, we will need to set up in PPRD. The full or part time option is self reported. It is not the calculated figure. Time status will actually do this for us. We have to create a new sequence number for every request whether it be for an enrollment or transcript request. Time status rules are set up for determining the full time/part time status. We need to make sure they are set up correctly. Time status is on SFAREGS – on the registration form. SFATMST is the validation table where the rules are set up. This is correct currently in TEST. The registration table to be updated each semester on banner users manual on 12-7 does not include that the SFAROVR form needs to be created each term. We need to make sure that this is included at the beginning of each term. We are now moving on to the CRP test plan. We want financial aid to look at the output of the Student CRP in preparation for their CRP. The Financial Aid team will use the students who have registered for the CRP term. Cameron will supply the CU Financial Aid office with a listing of students who were registered in the CRP. We are looking at having faculty/staff/student workers. We need to designate a particular person as the contact for each of the areas for catalog/schedule, admissions, registration, student accounts, and technical support. We need to make certain that the correct SunGard Higher Education – Confidential & Proprietary 291188520 Page 6 of 16 5/29/2016 Implementation Minutes security is in place for the participants to access forms in INB and SSB. We need to make sure there are note takers for each area, not the actual participants. We need to use the SGHE designated note taking worksheets. In SSB, the pin numbers and sign-ons should be set up correctly ahead of time. 201010 will be the term that we use for the CRP. We are coming back from lunch. Discussing items which impact the CRP, open items that still require additional review: Tape load – SOTCNVT – tape code conversion. We are reviewing tape load at this stage. Frank will be in the session tomorrow to discuss status of tape load. SAACHKB – admissions checklist rules has not been created in PPRD. Admissions request codes. This will be one of the forms that must be set up for the CRP. Establish communication plan. A plan needs to be established for letter generation. We are looking over the CU ST AR Test Plan Processes 8.x document supplied by SGHE: Each team leader is responsible for reviewing the test plan to determine which forms should be added to correctly reflect CU business practices: Managing the applicant pool – (SPAIDEN, SAADMS, and SAAQUIK). What will we ask our participants to do: bring new from the beginning (at the recruit level). We will not utilize the SAAQUIK Process for admitting and registering students. As an institution, we have decided NOT to use this process. In order to inactivate a student after they have been dormant for a year, we will process this on the SGASTDN form and create a hold to cause the student to no longer be an active student. What do we want our staff to check as part of the CRP? Can we use a population selection to inactivate students? Sandra is saying that we can’t actually use the population selection to inactivate in a Banner supplied job unless it is specific to inactivation due to degree status, i.e. graduation. SGPSTDN – general student purge. Used to purge the general SunGard Higher Education – Confidential & Proprietary 291188520 Page 7 of 16 5/29/2016 Implementation Minutes student records for anyone who has never registered. WE DO NOT WANT TO PURGE THE FILES; WE JUST WANT TO INACTIVATE THE RECORDS. Discussing Orphan E-term records. This might be in the technical users guide. These are registration records that do not actually have any classes included. The record is created when the user enters the form and saves, or DD/Remove and saves … No classes are included in the registration form. Be careful when creating reports to remember orphan ETRM records. There is a mass hold process that could be run to inactivate students who had not been active for the last year. We have to let Doreen know when we will be registering so that they will be set up for the CRP. Sandra will tell the SGHE team that the CRP term is now 201010. Zoe is asking a question regarding the residency status. If we make the change, it will be an immediate change once you hit “SAVE”. We will want to test this as a dynamic process that will make the change and we will see it in the customer service. We would also want to make sure that was changed in SGASTDN. If it doesn’t happen immediately, then they may have set up these processes to happen in batch for the next day. Reviewed the process and saw the pop up box indicating that the change impacts fee assessment. We need access to TSICSRV for query access to receivables for registration. Course Catalog – SCACRSE. There are 3 (lecture, lab, internship). We would not have courses that would fall under more than one schedule type. But, we will test those that will have more than one instructional method. Define repeat rules. Will we activate a tuition waiver for a particular course? No- we will not be testing this for the CRP. Faculty Load – Aubree & Tom will be working on this part. SCADETL – Fees for a course, yes, we do We will need to add to course description. Linda would only set up SMAPRLE & GTVSDAX one time for the CRP for CAPP prerequisite checking. The set up is included in the test plan as well as in the TEST database. SCAPREQ – course pre-requisite restrictions. SunGard Higher Education – Confidential & Proprietary 291188520 Page 8 of 16 5/29/2016 Implementation Minutes SCRBULT – run the bulletin report if necessary, easier to view on SSB. We want to add attributes to the course catalog. Sandra recommends looking back to the form and what we want the staff to focus their efforts on. Class Schedule – establishing a begin CRN on SOATERM. Only one person will be doing this for the CRP. Clearinghouse – we will need some clarification on these reports. We went through this in the beginning, but we need a refresher on it. Cameron is not a direct lending institution so will not be using the NSLDS SSCR reporting process. CU will only use the SFRNSLC. We may want to create a second worksheet for SSB registration that would differ from the instructions needed for INB. Banner web registration for faculty & advisors – team has oogled and looked for a workbook that may have already been created. Review faculty workbook created by CU. We need to check that the pre-requisites for placement are working properly. There is a form in Banner that will show all of the error messages. This form is SFARMSG. This is a deliverable, but we can put a custom message. Linda may want to review this form. Transcript articulation – we are asking Sandra if we c a feasibly borrow a catalog from another institution. We want to import the transfer catalog data form banner. SHRTCIM 0 transfer catalog data import. 13-481. Julie & Dawne need to read this information. SANDRA PROVIDED ADDITONAL INFORMATION ON THE PROCESS: Catalog Extract & Load • Enable clients at ‘sending’ institutions to create an XML file that contains an extract of their course catalog data that can be shared with other colleges and universities —Self-service solution —Batch process – SCRCATE —Process level API – sckp_catalog_export.sql • Reduce the need for clients at ‘receiving’ institutions to manually enter course catalog data into their own Banner systems by importing XML files from ‘sending’ institutions —Batch process – SHRTCIM —Process level API – shkp_trans_crse_import.sql SunGard Higher Education – Confidential & Proprietary 291188520 Page 9 of 16 5/29/2016 Implementation Minutes Allow clients at ‘receiving’ institutions to copy transfer course catalog data from one institution to another (i.e. when two campuses of the same institution are treated as separate institutions) • Enable clients at ‘receiving’ institutions to store more useful information about transfer courses to aid in the assignment of institutional equivalencies • SHATATC • SHATATR Catalog Extract and Load Changed Forms • Transfer Institution Catalog Entry Form (SHATATC) • Transfer Course Articulation Form (SHATATR) • Source/Background Access Form (SOASBGA) Catalog Extract and Load New Processes • Course Catalog Data Extract Process (SCRCATE) • Transfer Catalog Data Import Process (SHRTCIM) SHRTECA – transfer equivalency catalog would be where we could share our information with. If we borrow soon enough, then we would not override the information anyways. They would run SHRTECA – the equivalency worksheet in order for us to borrow their information. We need to get on the list serve or contact a student directly to see how that will transfer into our catalog. July 2, 2009 We will not be using the NSLDS process since CU is not a direct lending institution. We are reviewing the recruiting aspect of the CRP test plan. Sandra is recommending that we create a quick flow for the recruiting test plan to ensure the attendees know which steps to perform first. Will they be entering cohorts at the SRARECR record? No! SPACMNT –they will record comment type, originator, and contact date and contact. Frank will ask all Admissions counselors to run the individual reports. There will be no new non-banner reports created before the CRP. Communication plan – the step by step piece is under the admitting student tabs. Katia wants to go back to where the overrides are located (SFAROVR). SFAROVR. On SSB, when she tried to give an override, she can only override courses in which she is teaching. However, would deans/chairs have the capability to override these SunGard Higher Education – Confidential & Proprietary 291188520 Page 10 of 16 5/29/2016 Implementation Minutes through SSB if needed? Sandra says that if the dean/chair has the students pin, then they could use the override. Sandra wants to put this question off until we move a little further today since we will test the processes if we have additional time. Linda has a few questions: 1. Reserved seating – SSASECT. How do we use the reserved seating used? Of the 50 reserved seats, we want 10 to be in any one of the attributes that are grayed out (level, campus, college, degree program, major, minor, class, attribute, cohort, admission term matriculation term, graduation term, user id or activity date). Linda is thinking we might use this to help monitor the Student t Support Services courses. 2. Is it ok that we have catalog created as 200920 since our go live term is 201010? Sandra says, “Yes, this is ok because it is prior to the go live effective term.” The class schedule must be created for the correct term of registration. Maintaining student records – end of term processes for CRP. In the academic history chapter in procedures (Chapter 17-31; we want to print out) in the user’s guide – we will want to look at end of term processing. We will not be changing the SHAGRDE or SOATERM forms as part of the CRP. We will do end of term processing at the end of the CRP. We do not want other participants to have access to updating/running this part of the CRP. Will we have faculty (SSB) and staff (INB) enter grades on a roster. We will also want to be able to run the report that will show missing grades. We will SFASLST – that will allow grades to be rolled to history. Will we allow them to roll to history in INB? Calculate GPA – will we do mid-term grading? We do not think so at this point according to Aubree. View the final grades – we can put holds on people so that they cannot have access to pull up final grades. Review SOATERM for when to grant access (POT block) Will we have people change grades in SHATCKN? Yes! Will we attempt to run the repeat process in SHRRPTS? We still think this is not going to work for us. These are noted in Yellow on the CRP test plan. Will we allow people to view the academic history portion on INB, SSB for students/faculty? Yes! We want to allow all to be able to access their academic history. Will we allow students to request enrollment verification on the web? We are not for sure at this point. SunGard Higher Education – Confidential & Proprietary 291188520 Page 11 of 16 5/29/2016 Implementation Minutes SFRENRL, SFRSLST, SFRENRL – enrollment verification report, class roster report and enrollment verification request purge. Processing transcripts = will we allow people to post comments? Yes, we will. Qualifying papers – we will not test this for the CRP. Non-course activity that we expect someone to complete? Yes –we will need this for degree audit. Will we allow transcripts requests to be submitted via SSB & INB? We are still in the middle of a decision for SSB. SHRTPOP – we only want a select few to test this so we don’t bog down the system. We want to keep this as a yellow item. Veterans reports – yes, we will have someone (Vicki or Alan) test the veterans information as well. Academic standing – Sandra needs to do further testing before we make a final decision on this item. OPEN ITEM for SANDRA. Will we be testing the sports portion for the CRP? Auditing and awarding degrees: Do we want to manually create a SHADEGR? Yes, we will want to test this as well. Build and review, create and submit via the web (this hasn’t been decided yet). Review the grad app, update the record, and review the student’s academic history (SHACRSE, SHATERM, SHASUBJ, and SHAINST). Degree records created via SHRROLL or manually create SHADEGR record. We do want to be able to make changes to the degree forms. Are we allowing student to submit graduate applications on the web? If so set up forms and processes. SHAMDEG – mass graduation entry form. This form will allow mass update of their information in history. We may have one or two people. SHRDEGS – run degree status update report. We will only have one created for this. Commencement (SHRCOMM) report & SHRCATT run commencement report. Linda will want to check this validation table that will inactivate the general student record for those students who have graduated. We might be able to use this form (SHRDEGS) Degree status update report, for inactivating those students who have been inactive for a year. This process might be the place we would want to look to set SunGard Higher Education – Confidential & Proprietary 291188520 Page 12 of 16 5/29/2016 Implementation Minutes up the inactive portion of SPAIDEN & SGASTDN records. This is reading from SHADEGR which is why we can’t use it to inactivate the admissions records. We will be using degree works as our degree audit system, but we will not have this in place until post go-live. SHADEGR – we are looking at a sample in BANNER. AW – awarded for the outcome status. We also want to know how we will know when the Audit has been completed. However, neither degree works nor CAPP come into SHADEGR and change anything after the degree audit has been run. We would have to manually come in and change the status. To indicate whether the degree audit had been complete. However, there is nothing that will feed back to SHADEGR to indicate that the degree audit is complete. Sandra will go to the validation table and create a code that would indicate that the degree audit had been completed. We could have various levels of degree audit completion, but we do not currently have this in legacy. Do we want to indicate a degree GPA on the official transcript? No—we do not currently. We can do this in mass, or by one on one. We would go to SHADEGR – and flip the applied indicator flags individually and then select the sigma to calculate the GPA. There would be an additional step that would show how that would pull up on the transcript, but we will not use this. Billing students and processing payments – we will want to check with Doreen to see about additional CU testing for the CRP. Sandra will forward this CRP test plan document to Linda/Sherry, etc so that we can use it for the CRP. Linda will want to take these up before people leave for the CRP. Housing will be covered later per Cameron Systems that we are interfacing should be tested during the CRP. Sherry indicated that there will be additional “mock” registrations before the go live. We need to look at the banner baseline diploma to determine if we want to use it or not. We will need to use COGNOS to help run the diplomas. We will not have this ready for the CRP. We will add this on to one of the testing sessions before we go live. How will we stage the room, how will we have note takers, will there be questions taken for the CRP? How will we want our output to look? Sandra will work with Linda & representatives during the SunGard Higher Education – Confidential & Proprietary 291188520 Page 13 of 16 5/29/2016 Implementation Minutes CRP so we can move forward during the testing. There is a word document (planning guide) that was submitted to Linda prior to this session, i.e. Classroom Pilot Planning Document. CRP prep continues – dates in the system, we need to pay attention to the dates in banner. Linda will set up pre=registration forms that will fall into the new term of 201010. We need to make sure that all the classes we are using have the correct effective fee assessment (SOATERM & next block to part of term). These have to be set up in part of term, such as 3 days, till the end of the year, etc. THE SFAESTS & SFARSTS forms will also be a place where the term information must be set up correctly. Start & End dates need to be created for the CRP that will be inclusive of the 201010 term. We are back to katia’s question on overrides at this point. We are on page 117 of the faculty advisor workbook. She was looking to see if there were instructions on how to flip the flags. I will need to print this out. There is also a faculty & SSB user’s guide. WE would want to search for everything that we have to set up in GTVSDAX. This is the control form that allows who will do what and when? See the GTVSDAX handbook for specific WEBREG and FACREG settings. Delivered in the configuration. Also review the Users Guides for SSB Student as well as Faculty and Advisor for settings. Sandra is on page 195. GTVSDAX sets this information. We are looking up prime instructor. Question regarding COM and adding campus to curriculum: If a change of major is completed we would have to change the student’s campus. Recruiting & Admissions would not have to be entered at the SAAADMS that we would enter on SGASTDN. WE would have to update in order to get the correct campus in the system. Can we have it in campus, but not restrict enrollment? Yes! It is used by registration error checking, but we don’t have to use it. Our program codes are not campus specific. However, if we ever wanted to limit by campus, it would have to be entered in SGASTDN. When the decision is updated in Admissions, the campus will not go over into the SGASTDN record. Afternoon session 7-2-09 Sandra is responding to the question ...”What are the main issues with using the Student PIN in SSB Registration? We do not want the student’s to self=enroll. We would assign an alt pin. We could stop them from registering at all by assigning an alternate pin which requires the student to you get the pin from the advisor. It will still be the student’s log-in pin. We do not faculty members or student workers to be able to log into the student account where SunGard Higher Education – Confidential & Proprietary 291188520 Page 14 of 16 5/29/2016 Implementation Minutes changes can be made. Sandra says the whole purpose of the alternate pin is so that unauthorized changes may not be made. Cameron will not be allowing students to self-enroll anytime soon, so this is why the pin issue is so important to Katia. Alt pins are student term registration specific. Banner is designed to have the student pin available to be able to check and see that there are no unauthorized changes. PIN number may be considered as a GAP. Sandra wants us to verbalize this information. CU does not allow students to selfenroll. Privacy (security) in SSB is the main issue. Who will assign the alternate pin information? The process is TREG (SPAAPIN) for alternate personal identification number. Web drop DW should not have the web indicator flag flipped if we do not want students to drop on the web. We will need to change this in PPRD as well. There were some issues with 12-114 of the Banner Student Users Guide on setting the indicators on STVRSTS page 1366 so that the web flags will be flipped correctly. How can we inactivate the old curriculum? Linda will need to un-flip the flag on SOACURR for primary, secondary & locked should not be selected for inactive majors/minors so that they may not be chosen as active curricula. We do not want these program codes to be used for updating active curriculum. The locked indicator means that it is ready to be used. We should take off by modules also on the module control tab. Base curriculum rules, majors/minors and module control would be what we would want to change in PPRD. Linda is asking if Sandra might know if there is a way in COGNOS for us to print a sheet for advisors that will provide information the advisors indicating all of the transfer equivalencies. We have this functionality in our current MyCU. Banner does not currently deliver the transfer articulation worksheet to be viewable on SSB. However – CU would have to develop a report in COGNOS in order to pull this information without having to unroll the coursework from academic history and make it viewable. Deceased indicator is only on SPAIDEN. If there are any funds that are still in A/R, it will stop the check from being cut. Must work with all departments when enabling the flag. No additional questions or concerns were indicated by CU so the session was complete. SunGard Higher Education – Confidential & Proprietary 291188520 Page 15 of 16 5/29/2016 Implementation Minutes SunGard Higher Education – Confidential & Proprietary 291188520 Page 16 of 16 5/29/2016