Page 1
Cameron University Banner Project
Meeting Agenda and Notes
May 29, 2016
Banner Technical Team
Committee/Meeting Name
March 2, 2009
10:00 am
Date
Time Convened
Time Terminated 11:15 am
Julie Duncan
Location Admin 201
Recorder
Dawne Massey, Julie Duncan, Debbie Goode, Angela Melton, Greg Duncan, Kurt Jn Marie, Chase Bailey, Rick Clyburn,
Members Present
Cheryl Davis, Kelly Simon
Sherry Hendrix
Members Absent
Visitors
Topics
Minutes from Feb
23
Next meeting
Update from
Sherry
Any outstanding
issues for SGHE
that need to be
escalated?
Upcoming events
Discussion, Information
Action Taken, Decisions, Recommendations, Time Line
Not available yet
March 9
Sherry is off campus this week
None.
Date
Time
3/3/09
3/3/09
3/4/09
3/5/09
3/6/09
3/9/09
3/10/09
3/11/09
3/11/09
3/12/09
3/12/09
3/13/09
10 a.m.
1-5
1-4
1-4
1-4
1-4:30
8:30-4:30
8:30-4:30
9-5
9-5
1-4:30
9-5
Functional
Area
ST & AR
HR/PY
FA & PY
AD
AD
FI
HR/PY-onsite
HR/PY-onsite
FA-onsite
FA-onsite
FI
FA
The finance call has been rescheduled to 3-9.
Description
Conf Call w/ Doreen re: discussion of AR items of interest
Processing Accrued Leave
Processing Student Employment w/ HR
Establish Advancement Designations Part 1
Establish Advancement Designations Part 2
Maintaining Security; Managing Approvals
Benefits/Deductions
Benefits/Deductions
Consulting on Previous Topics
Consulting on Previous Topics
Security & Approvals Follow-up
Consulting on Previous Topics
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Topics
Comments or
concerns from
training last week
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
Sandra has asked Dawne to write an extract for the catalog
to fix issues in it. Dawne will ask Linda to discuss this with
Sherry.
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
Discuss the possibility of a fourth conversion with Sherry
during next meeting.
HR – everybody who has life insurance is required to have
an additional code and this wasn’t included so it will have to
be included in the next conversion.
Training overlaps
Documentation for
changes to round 2
data conversion
FI Bridges
Luminis Update
Evision
Clean Address
There were several issues identified that will need fixed in
the next conversion and there was concern that a fourth
conversion would be necessary.
There will be times when IT can’t be at all of the trainings.
Make it when you can and just prioritize. The trainings are
primarily for the users and IT must remember to let the users
figure out their own issues so that they can learn to not rely
on IT. It’s very important that the desk manuals be
developed well so that when users request IT for reports that
there is a clear understanding of the policies and how data is
being stored and where.
Kurt will post his file in its_share and then others add a tab
for each module.
It was determined in a conference call with Kelli Flynn
(remote), Mark Kaminski (on-site), Rick, Ninette, Donald,
Sherry and Debbie that the bridges are not required.
Had a technical kickoff last week. Carlos Pena is reviewing
our hardware to ensure that everything will work.
a. No limit to number of individuals that may contact
their helpdesk: http://helpdesk.evisions.com
b. Please review Order Form Addendum A attachment
Evisions Helpdesk can do a conference call regarding
training .
Installing the Banner Pre-Integrated Forms/SSB package
will be modifying baseline banner. It modifies the forms
Sherry needs to remind the ILT members to begin desk
manuals during training and that copies should be given to
the functional leads. There needs to be a timeline set up so
that progress can be seen.
Discuss training more after Higher One is done.
Find out more at Summit and/or post the question to the
listservs. Debbie will email Laurene.
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
when it installs. Every time a patch is released, we’ll have to
evaluate. Clean Address stays current with all of the dot
releases, but not necessarily the patches.
We can still run the batch processes to check the addresses.
Do we want to install the Banner Pre-Integrated
Forms/SSB package?
-These modifications would be making changes to
baseline INB forms and SSB packages to include
Clean_Address API calls.
-The changes would allow for real-time verification in
INB/SSB.
Here is a listing of the INB forms that would be modified:
Forms referencing the GOQCLIB.FMB common reference
library:
SPAIDEN -- General Person for Student
PPAIDEN -- General Person for HR / Personnel
APAIDEN -- General Person for Alumni
FOAIDEN -- General Person for Finance
FTMVEND -- Vendor Maintenance
FTMAGCY -- Agency for Finance
FTMCUST -- Customer Maintenance Form
FTMFMGR -- Financial Manager Detail
SPAEMRG -- Emergency Contact Form
SAAQUIK -- Quick Admissions
SRAQUIK -- Quick Recruit
Independent forms not using a reference library for
addresses:
PEA1PAY -- One-Time Payment and Quickhire
SAAETBL -- Admissions
SHADIPL -- Diploma Address
SHARQTC -- Transcript Request
GOAMTCH -- Address Matching form
SOASBGI -- High School / College Code Address
GOAADDR -- Manual Address Review form
(rarely used if ever)
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
Chase will install in test and run the batch process.
Cameron is reviewing Runners Technlogy Clean Address
NCOALink processing to manage address moves.
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
SSB packages modified
# SPRADDR SSB - Student / HR / Finance /
Alumni
bwgkoga1.sql
bwgkoadr.sql
bwgkoad1.sql
# Admissions SSB
bwskaad1.sql
bwskapa1.sql
# Prospect SSB
bwskwpro.sql
bwskwpr1.sql
bwskwpr2.sql
# Emergency Contact SSB
bwgkoem1.sql
# Transcript Request SSB
bwskwtr1.sql
New project
manager
Jill will start next Monday.
Banner bookshelf
Greg and Chase will update this. Webgui docs will be
removed and the links all point to the unix version.
This seemed to be too early during training.
Common Matching
Once her email is established, we will need to start
carboning both Sherry and Jill until Sherry indicates to stop
this practice.
Ask Sherry about doing this again.
Task Lists
ST & A/R
Determine solution for OU Nursing students
Sherry, Dawne,
Kelly, Julie
Tech Team &
ITL
Tech Team &
Functional Areas
Angie & Greg
Research Nolij Transfer for management of multiple PIDMs and possibly
other functionality @ Summit
Continue to update:
W:\workgrps\its_share\Banner\BANNER Data handling.docx
Data cleanup - ongoing process
May have a conference call with the sales rep for Nolij.
IFAS 2008 year end release – Tuesday, Mar 3 @ 3pm
SAM87 needs tested
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Tech Team &
Functional Areas
Cameron University Banner Project
Meeting Agenda and Notes
Julie
Identify suggested timelines in project schedule for: Early Alert; Bb
Transaction Card System; Bb eLearning; Library; TMA; XAP App; Higher
One, Clean Address, Intellecheck, FormFusion
Additional GPA, placement/forgiveness customization: Waiting to review
what SHGE provides to TCC
Document FICE code scenario and send to Kurt, Kelly and Julie for DS
team
Status of implementing new ethnicity codes
Tech Team
Review SOW for General Person Data Synchronization
Tech Team
Decision re: no mods to Baseline Banner
Summit
attendees
Julie
Select curriculum
ST
Dawne
Tech Team
Glean info at Summit re: a recommendation for an e-mail client for student
use for Luminis go-live
Please catch up on your timesheets and send to Debbie.
May 29, 2016
Do we stay on exchange, move to google, move to luminis??