Page 1 Cameron University Banner Project Meeting Agenda and Notes May 29, 2016 Banner Technical Team Committee/Meeting Name May 4, 2009 10:00 am Date Time Convened Time Terminated 11:45 am Julie Duncan Location Admin 201 Recorder Greg Duncan, Chase Bailey, Dawne Massey, Julie Duncan, Debbie Goode, Kelly Simon, Kurt Jn Marie, Sherry Hendrix Members Present Rick Clyburn, Cheryl Davis Members Absent Visitors Topics Minutes from April 13 Update from Sherry Discussion, Information Action Taken, Decisions, Recommendations, Time Line a. How are the e-Vision sessions going (intellcheck and FormFusion)? Can we install this in the test account? I'm worried if we don't continue to use it we will lose the knowledge. Are the functional people going to go through training or are we going to do the train the trainer method? If we do the train the trainer method, who will be the trainer. a. It was a demo, but there is a place for online training when we get ready for it. It’s already installed. No one has had a chance to start the online training. IT needs to focus on the next conversion. Changed deadline for online training to the end of July so it can be ready for the classroom pilots. Would like to do the 10 hour training to be side-by-side with IT and functional taking it at the same time. We can also add hours as necessary. Debbie will find out what their hourly rate is. b. Is everything complete with the conversion we just finished? b. Kelly has to do a few things left to do. We are done from SunGard’s end. c. What is the status on building interfaces. Do we plan on having these ready for CRP? I don't think we need the early alert interface until Fall 2010. I know we have dates on these, but I'd like to prioritize the ones we think we need to complete for CRP. c. Will put these back on the agenda to prioritize at the next meeting. d. d. Debbie will begin to look at this. How are we coming with the Milestone and Page 2 Topics Cameron University Banner Project Meeting Agenda and Notes Discussion, Information Acceptance document? e. Julie's thoughts on the Luminis session last week, i.e., problems, issues, etc. we need to address? May 29, 2016 Action Taken, Decisions, Recommendations, Time Line The luminis informational gathering sessions were wonderful and we gained a lot of input from various areas on campus. One of the biggest complaints from everyone was the number of emails they received. Hopefully we can resolve some of these issues with using targeted announcements and subscribing to channels such as the daily menu. In the meantime, is it possible to change these to listservs so we can get one email instead of multiple emails? Training was a big issue. They don’t want thrown to the wolves to figure it out on their own. They want training that is good for everyone no matter their training style. Basically what Julie heard was they wanted Students continually said they would like to be able to enroll themselves and suggested maybe a link to their advisor’s email would allow them to correspond back and forth with their advisor instead of having to meet with them. Also said that more departments should develop four year plans and publish class schedules (e.g. only offered each spring) so the students knew what to take in the first place. Students would like their financial aid information emailed to them. Example was given where FA sent important info that needed to be completed during the summer and it went to parent’s house. However, the student was gone to LA all summer so she didn’t read it until she came back a week or so before classes started. Email complaints from the students: Page 3 Topics Outstanding issues for SGHE Next meeting Key Control System NOLIJ Transfer discussion Refreshing IFAS DB Clean Address Cameron University Banner Project Meeting Agenda and Notes May 29, 2016 Discussion, Information Action Taken, Decisions, Recommendations, Time Line Would like to pop/imap the email so they can have their email on their phone They are not able to access mycu or webmail when they login to the wireless network. They don’t use their CU email because it’s so filled with announcements that they don’t want. If we got rid of these and they only received important email, they might use it more. The majority of them said they liked using Outlook as the client. f. There was some concern that Frank didn't participate in the consulting session last week and that he's not practicing. I have an e-mail into Linda to discuss this. f. Sherry may have to call in the practice sheets to make sure that all users are reviewing and using what they’ve learned. g. Debbie, Glen, John, Aubree, Tom and I have a meeting with Paul Johnson so he can review with them the same information he shared with all of us at our meeting a couple of weeks ago. I'd like to discuss the questions Paul had on the agenda which is attached. What are your thoughts on who should be the responsible person for this position. None at this time. g. IT will discuss at the end of this meeting. First training Paul has scheduled is June 21 and this will be geared for the owner. Need to identify who else needs to be trained and begin to set dates. May 11. Kurt has a meeting with Shaun to discuss. Angie needs the IFAS test reloaded. IFAS must be after the AID updates were done so AID can be doing testing with insight/surecode/transit. Need to review the before and after data and make sure the Put on next week’s agenda. If this will do what they said it would for the general person sync, it is much more beneficial than purchasing the service from SunGard. Restore production to sunray as of yesterday’s backup. Run our programs that identify data cleanup and send those to the users now. Then roll again on June 15 for 2nd conversion. Page 4 Cameron University Banner Project Meeting Agenda and Notes Topics FICE codes Ethnicity Changes ODS/Cognos Discussion, Information changes it made are correct. Chase will run the process that identifies duplicates and we can fix these on our current system. Chase will install the INB/SSB patches so changes will also be done in real time. Need to make some more changes. Dawne, Kelly, Chase, and Julie will discuss this. Need to move the tribal codes and parental codes to another place in banner. We don’t know if Glen and Jamie have met to determine wording for the applications. Tom has also not given guidance on how to report from both systems. Went through questions from meeting. Student Email Action Taken, Decisions, Recommendations, Time Line Julie will revisit with Tom. Working owner: Tom Sutherlin Report Writers: IT and functional power users. Should have at least 6 for student, 3 for advancement, 3 for HR/payroll, 3 for finance. 3 for FA Query Studio Writers: need one for every dept head. Consumers: everyone who runs transit. Luminis team should make a recommendation of what to do with the student email and Aubree/Woogie/Glen/Sherry will be the ones to make a decision. Task Lists Sherry, Dawne, Kelly, Angie, Julie Tech Team & ITL Tech Team & Functional Areas Dawne Julie Tech Team May 29, 2016 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 – OSRHE info needs to be added and which DBs it will be reported from Data cleanup - ongoing process Converting FICE to IPEDS Unit code went fairly smoothly – needs to go to ST and DS team meetings. Status of implementing new ethnicity codes Decision re: no mods to Baseline Banner: possibly w/ the exception of fed & state mandates?? Page 5 Cameron University Banner Project Meeting Agenda and Notes Tech Team Catch-up on time sheets for Banner implementation Dawne Waiting on Tom’s guidance from John McArthur re: OSRHE mandate change in preliminary enrollment reporting Evisions Intellecheck is requiring tech support Greg Tech Team & ITL Tech Team Debbie Sherry Add all changes for Round 2 data conversion to spreadsheet Kurt posted at: W:\workgrps\its_share\banner\error tracking Research best practices for keeping 3rd party software in sync with Banner upgrades and patches Update Milestone Certification & keep up-to-date Remind the team leads that they need to be having regular meetings. The auditors will want to see the minutes. May 29, 2016