SF Meeting 5/23/2012
Members Present: BSC, MiSU, WSC, NDSU, NDSCS, MaSU, LRSC, DCB,DSU, VCSU, UND
Also Present: Marie, Dee, Angela and Craig
1.
Touchnet upgrade. Dee reported that there will be an upgrade from 5.0 – 6.0 to Touchnet starting in mid-June.
2.
Tuition and fee audit report. Committee consisting of Chelsea, Mary and Kim was formed to move this forward into a developmental request. Committee will review the work that the tuition/fee set up committee is doing at present.
3.
Security role requests. The following role changes were requested and approved.

Reverse Corporate Write-offs and Reverse Student Write-offs will be added to the
Cashiering and Collector roles.

Generate Cashiering entries and Review cashiering entries will be added to the Cashier role.

Cash Management> Reopen offices was not approved to be added to the Cashier role.

Correct Corporate Transactions, External File Layouts, Cancel Student Refund, Cancel
Corporate Refunds, Corporate Refunds by Date and Corporate Refunds by ID will be added to the mid- level role. It was noted that the Corporate Refund pieces are not being used by SF at this time but could be in the future.

Review Department receipts was added to the SF Inquiry role.

A new role will be established so that the person reconciling would have access to the
Student Financials information. This new role will have SF inquiry along with the NDU check recon –PS and the Payroll for North America Reconciliation report. Chelsea will submit a remedy ticket to move this forward. Possible name for the new role (SF
Accounting-Reconciliation).

Upload External Files will be added to the Remote Data Entry role.
NDU_SEC_0043 will show the role navigations. It is currently in stage.
4.
Group Detail Report. Group Detail report is hard to work with. Chelsea would like Marie to see if changes could be made to make the report into and excel spreadsheet so the data could be manipulated.
5.
Credit History by Common ID. This DR was approved to move forward. The report will return one row per student.
6.
Citizenship discussion. With the addition of the USA row to the Citizenship table, Campus
Community has recommended that NDU_PICK_CIT_VW view be used to report on citizenship.
In order to be consistent with the campus community for reporting purposes, SF approved to add this view to the following reports and queries.
NDU_0041_SF Invalid SSN Query NDU_0062_SF International Student Insurance Query
NDU_0115_SF International SF Report NDU_SF_0176 Waiver Analysis Report

ND residency determination discussion. Marie will do some analysis to NDU_0083_SF to see if
Tuition_Res should be used instead of STATE_RES and will report next meeting. Marie will run sequels to compare the differences in using Tuition_Res and STATE_RES on NDU_SF_0176. SF agrees that the report should be in line with the Records report.
7.
The middle of June another file will be sent to the IRS with any new originals or correction
1098T’s
8.
Other items

DR’s( Residency Audit Report and Student Residency Determination Controls) from
Mary Eisenbraun will be addressed at the next CC meeting. SF has approved to have these listed as high priority. DR submitted by UND to have consistency on phone number format will also be brought to the CC team. SF agrees with this DR.

The annual VA meeting will be held in Bismarck on June 21 st . Janet had visited with guard representatives and they are looking at changing the way waivers are processed.
Waivers might be processed upfront instead of after grades are posted.

Because most schools will have representation at the VA meeting the Student Finance face to face meeting will be held on June 20 th from 12:00 -4:00 at Bismarck State
College. Schools are asked to have agenda items to the group by June 15 th .

A request to have a compilation of the changes to 3 rd parties that has occurred with the bundle updates was made. Dee stated that a new bundle will be released on June 16 th .
Angela stated that the information on the upgrades is available on the Connect ND site.
After the new bundle in June additional information will be available.
9.
Marie went over the DR list.
Next Meeting June 20 th
Minutes Mayville