Reporting Results of Testing for Major Upgrades

SSC Beta Test Plan

Office of Information and Instructional Technology

October 2007 This page intentionally left blank to facilitate front/back printing Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology

Table of Contents Introduction...... 1 Objectives...... 1 Target Audience...... 1 Documentation...... 1 Testing Environment...... 1 Prerequisites...... 1 Using the Business Practice Flow for Testing...... 1 Business Practice Flow...... 1 Note...... 2 Instructions for Functional Testing...... 3 Guidelines for Functional Testing...... 3 New Functionality and Known Issues...... 3 Testing with Valid Data...... 3 Testing with Invalid Data...... 3 Testing Processes...... 3 Identifying a Problem...... 3 Test Environment Precautions...... 4 Support during Testing...... 5 Requesting Support for Testing...... 5 Items Requiring One-time Setup...... 6 Set Up Financial Aid (Once a Year—February–May)...... 13 Set Up Term...... 16 Recruit Student...... 21 Tape Loads...... 24 Create General Person Data...... 28 Admissions...... 31 Self-Service for Students – Admission Application...... 33 Assign Housing/Meals/Phone...... 36 Financial Aid Applicant Processing...... 38 General Student Data...... 47 Establish Holds...... 49 Create Direct Deposit Subscription Records...... 52

October 2007 Page iii Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology

Registration...... 54 Create Direct Debit Subscription Records...... 59 Write Receipts...... 61 Process Student Health Insurance...... 63 Load College Work Study Payroll Data...... 65 HOPE Invoicing...... 67 End of Day Processing...... 70 Auditing Tool Kit...... 73 Student and Exchange Visitor Information System (SEVIS)...... 76 Mid-term Processing...... 79 Academic Transcripts...... 82 End-of-Term Processing...... 86 Once-a-Year Items...... 90 Banner WebTailor, Student, General, Faculty and Advisors Self-Service...... 93

October 2007 Page iv Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology

Testing Major Upgrades to Banner Baseline and the Georgia Enhancements for SSC Institutions

Introduction Objectives The objective of testing and certifying a major release is to assure the quality of the application and identify any known issues before implementation. In addition to SunGard Higher Education Solutions (SHES) testing the Baseline product, OIIT and institutional Beta sites test the baseline upgrade and the Georgia Enhancements.

Target Audience The target audience for these instructions is functional users.

Documentation The campus DBA should download the documentation from the ftp server for you before you begin testing. Available documentation for Banner baseline and the Georgia Enhancements is placed on the ftp server with the application software to be tested.

In addition, Banner baseline documentation, including user guides, is available on the SHES Unified Digital Campus (UDC) Support Center at the following URL: http://connect.sungardhe.com/.

Testing Environment The software in this release must be placed into a test environment.

Do not place or run any of the items contained in this release in a production environment until testing is complete and the certified production release is available.

Prerequisites Information about prerequisites for testing is provided in the SHES Upgrade Guide.

Using the Business To align the testing process more closely with the business practices on Practice Flow for the campuses, the following outline and reporting form for test results Testing are based on those practices. The items in this reporting form are in the same order as the process flow that many campuses routinely follow throughout the year. For major releases, testing of all parts of the application used in this flow is essential.

Business Practice The business practice flow is organized into the following categories: Flow  Items Requiring One-time Setup  Set Up Financial Aid (once a year—February-May)  Set Up Term  Recruit Student

October 2007 Page 1 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology

 Tape Loads  Create General Person Data  Admissions  Self-Service for Students—Admission Application  Assign Housing/Meals/Phone  Financial Aid Applicant Processing  General Student Data  Establish Holds  Create Direct Deposit Subscription Records  Registration  Create Direct Debit Subscription Records  Write Receipts  Process Student Health Insurance  Load College Work Study Payroll Data  HOPE Invoicing  End of Day Processing  Auditing Tool Kit  Student and Exchange Visitor Information System (SEVIS)  Mid-term Processing  Academic Transcripts  End-of-Term Processing  Once-a-Year Items  Banner WebTailor, Student, General, Faculty and Advisor Self- Service Note This test plan is designed for testing baseline Banner upgrades. Please be sure to test third-party products (Luminis, TouchNet, PeopleSoft, etc.) in addition to the testing steps listed in this document.

Instructions for Functional Testing Guidelines for For complete and successful testing of the baseline product, you must Functional Testing refer to the SHES Banner documentation placed on the ftp server with the software to be tested for critical information about new and modified forms and processes, enhancements, and defect corrections addressed by this release. You need to use the test plan and the SHES release guides together to check the release adequately.

The test plan does not test every form and process in Banner, but it checks those that most USG institutions use. You are encouraged to run any additional processes that your institution normally uses. Please report your test results for these processes as well.

New Functionality New forms and processes are included in the test plan, but you should and Known Issues refer to documentation for information about new functionality, enhancements, and defect corrections. See the SHES Unified Digital Campus (UDC) Support Center for information about known issues.

Testing with Valid In order to test this release thoroughly, you should not only follow your Data normal business practices and processes to see if the application runs correctly, but you should also try multiple scenarios that you might not encounter often in an effort to identify any anomalies.

Test to ensure that the application does what it is designed to do and not anything else. Test to see if the application works correctly with valid data. Does it do what it should when it should?

Testing with Invalid After you’ve tested using valid data, test again with invalid data. If the Data data should be rejected, are they? When you enter faulty data, do you get the error messages that you should? For example, if there is a range of acceptable values, test values within the range first. Then test values outside of the range and test the endpoints of the range to see what happens.

Test to see that the functionality that should be present works correctly, and test to see that other functionality isn’t present.

Testing Processes Run each process in audit mode before running in update mode.

Identifying a Problem Test a limited number of items at a time. If you’re testing for data outside a range, change one value at a time so that you can tell what input caused the error. If you do find a problem when you are testing, repeat the steps that led to the problem. Make specific notes about the steps that you follow and the results that you obtain at each step. Narrow the list of causes as much as possible.

Test Environment Place the forms and scripts in this release into a test environment only. Precautions Do not place or run any of the items contained in this test release in a production environment.

You should not apply the test release to production. Even if you certify an item during testing, someone else might identify defects with the same item. The production release is not necessarily identical to the test release. Specifically, the certified production release of the Georgia Enhancements has different version numbers from the beta release.

Support during Testing Requesting Support for We appreciate the extraordinary effort that testing for a major upgrade Testing requires, and we want to do our best to provide you with the support that you need from the technical installation through retesting for remediation and production release. We do not want you to run into a problem and have to wait for a response from us before you can continue.

Use the following procedure if you have questions or need support for testing to obtain help as quickly as possible:

1. Contact us first by sending a message to SSC-TEST- [email protected]. Everyone at OIIT who is working with the testing process (DBAs, developers, and functional analysts) is subscribed to this list, so your message will be received and distributed immediately. 2. Call the person you’re working with AFTER you send your e- mail. If you call and reach voice-mail without also notifying SSC-TEST-L, your message may remain in someone’s voice mailbox until that person checks their voicemail. Testing is a high priority for us, but we’re not always at our phones to get your calls. You’ll get a quicker response if you notify the list and then call if you need an immediate response. 3. If you call to request support, use 706-583-2003 (rather than using the OIIT Customer Service helpdesk). Explain that you are a beta test site. Your call will be forwarded to the appropriate staff member. Make sure you explain that you are testing and not requesting customer support.

Items Requiring One-time Setup Date/Time: Check items that apply to your testing: Institution: Name: INB _____ Title: OLR _____ Phone: Email: Oracle Version: _____

Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) A. Establish college/university Gen GUAINST All information B. Define user profile AR TGAUPRF AR

C. Create 1098 process

1. Create a tax report code AR TTVREPT AR

2. Create a tax type code AR TTVTAXT AR

D. Direct Deposit Set Up

1. Define the e-mail process GaMod ZTVPROC AR

2. Define e-mail status GaMod ZTVSTAT AR

3. Define e-mail rules GaMod ZUREMRU AR

4. Build e-mail text rules GaMod ZURMAIL AR

5. Define the e-mail GaMod ZUREHIR AR hierarchy 6. Define letter codes Gen GTVLETR AR

October 2007 Page 6 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) 7. Define each letter code GaMod ZUREPLS AR status 8. Build direct deposit GaMod ZSRDDRU AR controls 9. Load Bank Routing GaMod ZGRDIRD AR Numbers 10. Verify that bank routing Gen GXVDIRD AR numbers exist E. Direct Debit Setup

1. Create bill codes AR TTVBILL AR

2. Define a payment type GaMod ZSADETC AR detail code, verify that new Payment History check box functions 3. Create bank rules Gen GXRBANK AR

4. Create direct debit rules GaMod ZGRDEBT AR

5. Assign bill codes AR TSAACCT AR

6. Create Working Area GaMod ZTVWKAR AR Validation Form F. Define GPA display rules Stu SHAGPAR Rec

G. Set up CAPP

1. Establish curriculum rules Stu SOACTRL Rec controls 2. Define the program rules Stu SMAPRLE Rec

3. Define curriculum rules Stu SOACURR Rec

4. Access the area library Stu SMAALIB Rec

October 2007 Page 7 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) 5. Define area requirements Stu SMAAREA Rec 6. Assign area to program Stu SMAPROG Rec 7. Create a group Stu SMAGLIB Rec

8. Define group requirements Stu SMAGROP Rec

9. Assign group to area Stu SMAAREA Rec H. Set up communication plans

1. Establish communication Stu STVCPLN Adm/ plan codes Rec 2. Establish material codes Stu STVMATL Adm/ Rec 3. Establish contact type Stu STVCTYP Adm/ codes Rec 4. Establish communication Stu STVCGRP Adm/ group codes Rec 5. Define material rules Stu SOAMATL Adm/ Rec 6. Assign material codes to Stu SOACGRP Adm/ groups Rec 7. Assign material codes to Stu SOACPLN Adm/ communication plan Rec 8. Establish communication Stu SOACOMM Adm/ rules Rec I. Set up population selection and letter generation 1. Define application rules Gen GLRAPPL Adm/ Rec/FA 2. Define population Gen GLRSLCT Adm/ selection rules Rec/FA

October 2007 Page 8 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) 3. Define variable rules Gen GLRVRBL Adm/ Rec/FA 4. Establish letter codes Gen GTVLETR Adm/ Rec/FA 5. Establish paragraph codes Gen GTVPARA Adm/ Rec/FA 6. Create paragraph form Gen GUAPARA Adm/ Rec/FA 7. Assign paragraphs to Gen GUALETR Adm/ letter Rec/FA 8. Extract letter data Gen GLBLSEL Adm/ Rec/FA 9. Run letter generation Gen GLRLETR Adm/ process Rec/FA J. Set up Georgia academic requirement rules 1. Establish non-course Stu STVNCRQ Rec requirement codes 2. Establish non-course Stu STVNCST Rec requirement status codes 3. Establish test form Stu STVTEFR Rec validation codes 4. Establish test codes Stu STVTESC Rec

5. Establish CPC-fulfilling GaMod ZOACPCF Rec courses rules 6. Establish CPC-fulfilling GaMod ZOACPCT Rec test rules

October 2007 Page 9 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) 7. Establish GaMod ZOALHCF Rec history/constitution fulfilling course rules 8. Establish Georgia Stu STVHLDD Rec academic requirement hold validation codes 9. Establish Georgia require- GaMod ZOAGARH Rec ments hold rules 10. Establish Georgia require- GaMod ZOAGARQ Rec ments rules 11. Establish Georgia require- GaMod ZOAGARS Rec ments security rules 12. Establish Georgia require- GaMod ZOAGART Rec ments test rules 13. Establish Georgia require- GaMod ZTVGARQ Rec ments type validation codes 14. Establish Georgia GaMod ZOAGARE Rec requirements establishment rules K. Set up Georgia non-academic requirement rules 1. Establish immunization/ Stu STVHLDD Rec medical hold validation codes 2. Establish immunization Stu GTVIMMU Rec codes 3. Establish immunization Stu GTVIMST Adm/ status codes Rec 4. Create SSN Transcript Stu STVORIG Rec comment code

October 2007 Page 10 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) L. Create transfer institutions Stu STVSBGI Adm/ Rec M. Create transfer terms for Stu SOABGTA Adm/ institutions Rec N. Create grades for transfer Stu SHATGRD Adm/ institutions Rec O. Create transfer courses for Stu SHATATR Adm/ institutions Rec

Additional Forms and Processes Tested for One-time Setup Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.)

Additional Notes

Remediation Testing Comments

To request support for testing, first notify OIIT at [email protected]

Set Up Financial Aid (Once a Year—February–May) Date/Time: Check items that apply to your testing: Institution: Name: INB _____ Title: OLR _____ Phone: Email: Oracle Version: _____

Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) A. Complete institutional setup FA ROAINST FA form B. Complete COD Entity ID Rules FA RORCODI FA Form C. Review INAS Global Policy FA RNRGLXX FA Option Rules Form D. Review Logging Control Form FA ROALOGC FA

E. Review Logged Data Form FA ROILOGA FA

F. Roll FA New Year Process FA ROPROLL FA

G. Update (validate) EDE FA RORDATA FA

H. Define aid period term rules FA RORTPRD FA

I. User-defined variables FA RORUSER FA description J. Define non year specific FA RORNYVD FA descriptions for user-defined fields K. Set up rules for batch posting FA RORPOST FA

October 2007 Page 13 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) L. Set up packaging options FA RPROPTS FA

M. Set up fund management rules FA RFRMGMT FA form N. Define degree award codes FA RPRDEGR FA O. Review class codes FA RPRCLSS FA P. Update Financial Aid CIP FA RPICIPC FA Code Rules Q. Update State FA RPISAHP FA Advanced/Honors Program Codes R. Define comment codes FA RTVCCOM FA S. Set up/update rules form FA RORRULE FA

T. Review audit grade codes FA RPRAUDT FA

U. Review Loan Options FA RPRLOPT FA V. Review Loan Period FA RPRLPRD FA

W. Review packaging group fund FA RPRGFND FA rules X. Set up term dates and aid FA RFRASCH FA percentages Y. Set up default term dates and FA RFRDEFA FA aid percentages Z. Maintain FA hours FA ROAENRL FA

AA. Update classes not counted FA ROASECT FA for FA BB. Term Roll Process FA ROPTERM FA

CC.Roll Previous Awards FA RPRAROL FA

Additional Forms and Processes Tested for Set Up Financial Aid Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.)

Additional Notes

Set Up Term Date/Time: Check items that apply to your testing: Institution: Name: INB _____ Title: OLR _____ Phone: Email: Oracle Version: _____

Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) A. Review validation forms Stu STVTERM Rec

B. Review/establish term controls Stu SOATERM Rec

C. Create attribute codes Stu/AR STVATTR Rec/AR

D. Create new subject codes Stu STVSUBJ Rec

E. Enter basic course information Stu SCACRSE Rec

F. Enter syllabus information Stu SCASYLB Rec

G. Enter course detail information Stu SCADETL Rec

H. Enter course registration Stu SCARRES Rec restrictions I. Enter prerequisite and test Stu SCAPREQ Rec score restrictions J. Enter schedule restrictions Stu SCASRES Rec

K. Enter base maintenance Stu SCABASE Rec

L. Prepare schedule

October 2007 Page 16 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) 1. Roll Schedule from current Stu SSRROLL Rec term to new term through job submission (GJAPCTL) 2. Create a faculty record Stu SPAIDEN Rec

3. Enter faculty personnel Stu SIAFPER Rec data 4. Enter faculty information Stu SIAINST Rec 5. Create or modify a section Stu SSASECT Rec of a course manually 6. Create or modify section Stu SSASYLB Rec syllabus information manually. 7. Enter schedule detail data Stu SSADETL Rec

8. Enter section registration Stu SSARRES Rec restrictions 9. Enter schedule Stu SSAPREQ Rec prerequisite and test score restrictions 10. Enter flat rates for distance GaMod ZSAFFEE AR/Rec education courses 11. Run the extract to identify GaMod ZORELCA Rec distance education courses to be reported to the SREB 12. Run the extract to pull GaMod ZSRLDIS Rec Vista courses M. Set up housing

1. Define housing term Loc Man SLATERM Housing

October 2007 Page 17 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) 2. Define room assignment Loc Man SLAASCD Housing codes and refund rules 3. Define meal assignment Loc Man SLAMSCD Housing codes and refund rules 4. Define phone assignment Loc Man SLAPSCD Housing codes and refund rules 5. Set fee assessment rules Loc Man SLALMFE Housing for room, meal, and phone N. Check Admissions Setup Best practice does not use SAAQKER (Quick Entry Rules Form). 6. Establish admissions Adm SAADCSN Adm decision rules 7. Establish admissions Adm SAACHKB Adm checklist rules 8. Define checklist Item Adm STVCKSR source/ origination codes

9. Define application checklist Adm STVCKST item status codes

O. Establish Georgia requirement GaMod ZORRQCR Rec creation rules P. Load bank routing numbers GaMod ZGRDIRD AR

Q. Detail Code Maintenance

1. Define detail codes GaMod ZSADETC AR

2. Validate chartfield strings GaMod ZSICHFD AR

3. Make mass changes to GaMod ZSRMASS AR detail codes

October 2007 Page 18 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) 4. Report on active working GaMod ZSRMSUM AR areas R. Build contracts and exemptions 1. Create contract and assign AR TSACONT AR student 2. Create exemption and AR TSAEXPT AR assign student S. Assign attribute codes Stu/AR ZGRATTR Rec/AR

T. Set up registration

1. Establish registration Stu SFAMHRS Rec/AR maximum hours 2. Build fee assessment rules Stu SFARGFE Rec/AR

3. Build registration additional Stu SFAEFEE Rec/AR fees 4. Build registration fees Stu SFAFMAX Rec/AR minimum/maximum charge controls 5. Build registration additional Stu SFAAFEE Rec/AR fees control 6. Build Enrollment Status Stu SFAESTS Rec/AR Codes and Refund Rules 7. Build Registration Status Stu SFARSTS Rec/AR Codes and Refund Rules U. Build continuant terms rules Stu SOACTRM Rec

V. Review and establish cross Gen GTVSDAX Rec validations

Additional Forms and Processes Tested for Set Up Term Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.)

Additional Notes

October 2007 Page 20 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Recruit Student Date/Time: Check items that apply to your testing: Institution: Name: INB _____ Title: OLR _____ Phone: Email: Oracle Version: _____

Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) A. Display prospect Stu SRARINF Adm B. Enter source visit/prospect Stu SRASRCE Adm information for student C. Enter recruiter Stu SRARAPT Adm appointments/visit information D. Enter recruitment record Stu SRARECR Adm E. Run population selection/letter generation 1. Define a population Gen GLRSLCT Adm/ Rec/FA 2. Run the population Gen GLBDATA Adm/ extraction Rec/FA 3. Verify the population Gen GLAEXTR Adm/ selected Rec/FA 4. Set up population FA RORPOST Adm/ selections Rec/FA 5. Set up batch versions FA RORBPST Adm/ Rec/FA 6. Run the letter extraction Gen GLBLSEL Adm/ Rec/FA

October 2007 Page 21 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) 7. Run letter generation Gen GLRLETR Adm/ process Rec/FA

Additional Forms and Processes Tested for Recruit Student Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.)

Additional Notes

October 2007 Page 23 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Tape Loads Date/Time: Check items that apply to your testing: Institution: Name: INB _____ Title: OLR _____ Phone: Email: Oracle Version: _____

Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) A. Load Student Data (may include SAT, ACT, GMAT and/or GRE scores) 1. Create search or test Stu STVPREL Rec score tape load code 2. Create tape code Stu STVTAPE Rec 3. Define tape field names Stu STVTPFD Rec 4. Check source/background Stu STVSBGI Rec institution codes 5. Define admissions test Stu STVTSRC Rec score source code 6. Define contact type codes Stu STVCTYP Rec 7. Define common matching Gen GTVCMSC Adm source code 8. Create common matching Gen GORCMSC Adm source rules 9. Query matching sources Gen GOICMSS Adm for an element and update matching rules 10. Create EDI rule group Stu STVEGRP Rec code

October 2007 Page 24 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) 11. Create interface code Stu STVINFC Rec 12. Create test score Stu STVTSPT Rec percentile type codes 13. Create tape load Stu SOTCNVT Rec conversion rules 14. Create tape load Stu SAAERUL Rec preferences 15. Create common matching Gen GORCMRL Adm rules 16. Create tape field position Stu SRATPFD Rec rules 17. Define tape file delimiter Stu SORDLIM Rec type rules 18. Define tape file test score Stu SRATPTS Rec controls 19. Create electronic prospect Stu SRAPRED Rec default options 20. Create nickname Gen GORNAME Adm translations 21. Run the SSN dash GaMod compass_ssn Rec removal script against the .shl Compass test flat file 22. Load tape Stu SRTLOAD Rec 23. Match loaded prospects Gen GOAMTCH Adm manually 24. Create load records Stu SPIPREL Rec manually 25. Match records Stu SRRSRIN Rec automatically 26. Load records automatically Stu SRRPREL Rec

October 2007 Page 25 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) 27. View detail load Stu SRAPREL Rec information per student 28. Remove temporary load Stu SRTPURG Rec records B. Load financial aid data 1. Load data into temp table FA RCBTPXX FA 2. Match applicant records FA RCPMTCH FA 3. Load applicant records FA RCRTPXX FA 4. Resolve unmatched FA RCRSUSP FA records 5. View applicant population FA GLIEXTR FA 6.Delete FA data load tables FA RCPDTMP FA

Additional Forms and Processes Tested for Tape Loads Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.)

Additional Notes

October 2007 Page 27 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Create General Person Data Date/Time: Check items that apply to your testing: Institution: Name: INB _____ Title: OLR _____ Phone: Email: Oracle Version: _____

Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) A. Create identification record, Stu SPAIDEN Adm/FA using query forms to select data (SOAIDEN and ROAIDEN) B. Create general person data Stu SPAPERS Adm/FA

C. Enter telephone number Stu SPATELE Adm/FA

D. Enter emergency contact data Stu SPAEMRG Adm/FA

E. Enter prior college information Stu SOAPCOL Adm/FA F. Enter transfer work Stu SHATRNS Adm/FA G. Articulate transfer work Stu SHATAEQ Adm/FA H. Enter test score information Stu SOATEST Adm/FA I. Enter guardian information Stu SOAFOLK Adm/FA J. Enter international information Gen GOAINTL Adm/Intl K. Create SEVIS information Gen GOASEVS Adm/Intl L. Run SEVIS Batch Export Gen GORSEVE Adm/Intl Process M. Review history Gen GOASEVR Adm/Intl

October 2007 Page 28 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) N. Create related comments Stu SPACMNT Adm/FA O. Enter residency information GaMod ZOARESI Adm/FA P. Create high school grade GaMod ZTVHSGR Adm/ codes Rec Q. Define specific high school GaMod ZOAHSGR Adm/ codes Rec R. Enter high school data GaMod ZOAHSCD Adm/FA S. Define index codes GaMod ZTVINDX Adm/ Rec T. Define index calculation rules GaMod ZOAINDX Adm/ Rec U. Establish admissions index for GaMod ZORINDC Adm/ population selection Rec V. Update admissions index for a GaMod ZOAINDP Adm/ student Rec W. Establish Georgia GaMod ZORRQCR Rec requirements X. Create/update Georgia GaMod ZOAGARP Adm/FA requirements Y. Create immunization Gen GTVSDAX Rec requirement creation rules Z. Create immunization GaMod ZPRIMMU Adm/FA requirements AA. Create immunization Gen GOAIMMU Adm/FA information BB. Create CPC desired course GaMod ZOACPCD Adm/FA rules CC.Create history/Constitution GaMod ZOALHCD Adm/FA desired course rules

Additional Forms and Processes Tested for Create General Person Data Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.)

Additional Notes

Admissions Date/Time: Check items that apply to your testing: Institution: Name: INB _____ Title: OLR _____ Phone: Email: Oracle Version: _____

Testing successful Criticality Critical Form/ Testing Not functional Noncritical Business Process Module Process Group Yes No tested defect defect Comments (Required if testing not successful.) A. Create application Stu SAAADMS Adm/Reg

B. Admit a new student Stu SAADCRV Adm/Reg

C. Assign communication plan Stu SOAPLAN Adm/Reg

D. Review/enter student mail Stu SUAMAIL Adm/Reg information

Additional Forms and Processes Tested for Admissions Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.)

Additional Notes

October 2007 Page 32 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Self-Service for Students – Admission Application Date/Time: Check items that apply to your testing: Institution: Name: INB _____ Title: OLR _____ Phone: Email: Oracle Version: _____

Testing successful Criticality Critical Form/ Testing Not functional Noncritical Business Process Module Process Group Yes No tested defect defect Comments (Required if testing not successful.) A. Establish Admission Request WWW- STVADMR Adm/Rec Checklist Code Student B. Establish Admission WWW- STVAPST Adm/Rec Application Status Code Student C. Establish Admission WWW- STVAPDC Adm/Rec Application Decision Code Student D. Establish Address Role WWW- GOAADRL Adm/Rec Privileges Student E. Establish EDI Application WWW- STVAPLS Adm/Rec Source Code Student F. Establish Application WWW- STVASTA Adm/Rec Verification Steps Student G. Establish Web Application WWW- STVWSCT Adm/Rec Section Code Student H. Establish Web Application WWW- STVWSCF Adm/Rec Elements Code Student I. Establish Application Type WWW- STVWAPP Adm/Rec Code Student J. View EDI Rule Group Code WWW- STVEGRP Adm/Rec Student

October 2007 Page 33 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Form/ Testing Not functional Noncritical Business Process Module Process Group Yes No tested defect defect Comments (Required if testing not successful.) K. Establish EDI Verification WWW- STVXLBL Adm/Rec Label Code Student L. Define Web Admission WWW- SAAWUDQ Adm/Rec Application Questions Student M. Define Web Application WWW- SAAWATR Adm/Rec Calendar Rules Code Student N. View Web Application Term WWW- SOAATRM Adm/Rec Student O. View Web Application Term WWW- SAAWAAD Adm/Rec Calendar Rules Student P. Define Web Application WWW- SAAWADP Adm/Rec Customized List Student Q. Define Web Application WWW- SAAWADF Adm/Rec Default Rules Student R. Define Electronic Admissions WWW- SAAWADF Adm/Rec Procedure/Routine Student S. Review Electronic Admissions WWW- SAAERUL Adm/Rec Application Rules Student T. Populate EDI Cross- WWW- SOAXREF Reference Rules Student Note: See Process Web Admissions Applications, EDI Setup Procedures and Processing EDI Applications U. Acting as a potential student, WWW- Institution- Adm/Rec apply for admissions Student specific V. Acting as a potential student, WWW- Institution- Adm/Rec view application status Student specific W. Acting as a potential student, WWW- Institution- Adm/Rec view the application summary Student specific

Additional Forms and Processes Tested for Self-Service for Students – Admission Application Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.)

Additional Notes

Assign Housing/Meals/Phone Date/Time: Check items that apply to your testing: Institution: Name: INB _____ Title: OLR _____ Phone: Email: Oracle Version: _____

Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) A. Create housing/meal Loc Man SLARMAP Housing application B. Enter a roommate application Loc Man SLARMAT Housing

C. Enter a room assignment Loc Man SLARASG Housing

D. Enter a meal assignment Loc Man SLAMASG Housing

E. Enter a phone assignment Loc Man SLAPASG Housing

F. Run batch assessments for Loc Man SLRFASM Housing room, meal, phone

Additional Forms and Processes Tested for Assign Housing/Meals/Phone Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.)

Additional Notes

Financial Aid Applicant Processing Date/Time: Check items that apply to your testing: Institution: Name: INB _____ Title: OLR _____ Phone: Email: Oracle Version: _____

Testing successful Criticality Critical Testing Not functional Noncritical Comments (Required if testing not Business Process Module Form/ Process Group Yes No tested defect defect successful.) A. Verify applicant prior year status FA ROIASIQ FA

B. Create FA student record FA ROASTAT FA

C. Maintain student FA record FA ROARMAN FA

D. Maintain year specific user- FA ROAUSDF FA defined data E. Maintain non year specific user- FA ROANYUD FA defined data F. Create aid year specific rows of FA ROPUSER FA data in the ROBUSDF table and non aid year specific rows in the ROBNYUD table G. Enter comment codes as needed FA RHACOMM FA

H. Enter reported data FA RNANAXX FA

1. Verify VA benefits FA RPRVABN FA

2. Edit existing needs analysis FA RNAPRXX FA

3. Verify needs analysis FA RNAVRXX FA

October 2007 Page 38 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Comments (Required if testing not Business Process Module Form/ Process Group Yes No tested defect defect successful.) 4. Edit existing needs analysis FA RNAOVXX FA

5. Log corrections to ISIR FA RLRLOGG FA

6. Review corrections FA REACORR FA

7. Create file for ISIR FA REBCDXX FA corrections 8. Run correction request FA RERCRCR FA control request 9. Estimate family contribution. FA RNEINXX FA

10. Process ISIRCorr/Request FA RERCRCR FA Control Report 11. View Pell eligibility for single FA ROAPELL FA student 12. Calculate Pell eligibility for FA RPEPELL FA batch 13. RORHSDP (Financial Aid FA RORHSDP FA High SchoolData Posting Process) 14. ROAHSDT (Applicant High FA ROAHSDT FA School Data Form) 15. RPRSMRT (SMART Grant FA RPRSMRT FA Eligibility Report) 16. Calculate Pell unmet need FA RORCALC FA

17. Review need analysis results FA RNARSXX FA

18. Review need analysis results FA RNARSLT for aid years prior to 0607 19. Review miscellaneous FA RNIMSXX FA results

October 2007 Page 39 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Comments (Required if testing not Business Process Module Form/ Process Group Yes No tested defect defect successful.) 20. Create Grant Origination FA RERORXX FA Records 21. Create Extraction File for FA REREXXX FA COD 22. Import COD File FA RERIMXX FA

23. Run COD Import/Export FA RERIMEX FA Report 24. Process origination and FA RERORXX FA disbursement records 25. Load Pell files into Banner FA RERFIXX FA

26. Verify Pell disbursement FA READIXX FA records 27. Update original record in FA REAORXX FA electronic data exchange 28. Verify Pell Origination Data FA REIYTDO FA

29. Verify Pell Disbursement Data FA REIYTDD FA

30. Verify Pell Reconciliation Data FA REIRECN FA

31. Print COD records FA RERCDXX FA

I. Correct Pell records FA REACORR FA

J. Print Grant COD Report FA RERGRNT FA

K. Review pending requirements FA RRAAREQ FA

L. Place student in requirements FA ROAIMMP FA group M. Assign single applicant to group FA RBAABUD FA

N. Assign applicants to groups FA RORGRPS FA

October 2007 Page 40 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Comments (Required if testing not Business Process Module Form/ Process Group Yes No tested defect defect successful.) O. Place student in requirements FA ROAIMMP FA group P. Package a payment manually FA RPAAPMT FA

Q. Place student in package group FA ROAIMMP FA

R. Run packaging in batch FA RPEPCKG/ FA New API logic S. Run packaging for low-need, GaMod/ RPEPCKG/ FA HOPE-awarded students who FA New API have resources that exist on logic RPAARSC T. Make applicant award FA RPAAWRD FA

U. Validate applicant award in batch FA RPRVAWD FA

V. Process direct loans

1. Originate direct loan FA RPALORG FA 2. Process direct loan manually FA RPRLORC FA 3. Upload direct loans FA RPRDUXX FA 4. Process disbursement FA RPRRECD FA matching 5. Review and edit upload FA RPALDSB FA

W. Correct a direct loan

1. Record changes to student FA RPALORG FA loan information 2. View direct loan changes FA RPADLCR FA 3. Load corrections FA RPRDUXX FA 4. View direct loan account FA RPIDLAS FA summary

October 2007 Page 41 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Comments (Required if testing not Business Process Module Form/ Process Group Yes No tested defect defect successful.) 5. Compare direct loans FA RPRCPxx FA X. Process electronic loan

1. Create electronic loan FA RPRELAP FA application 2. Review and edit electronic FA RPAELAP FA loan application 3. Upload EFT disbursement FA RPREFTL FA roster 4. Create electronic loan FA RPRELAP FA application 5. Extract loan application data FA RPRELAX FA

6. Upload loan application data FA RPRELRU FA

7. Post EFT processes FA RPREFTP FA

8. Process Hold/Release FA RPRHDRL FA requests 9. Process loan summary FA RPRLSUM FA report 10. Process loan funding FA RPRLNEX FA exception report 11. Process FA transcript FA RHRTRAN FA

Y. Process loan manually

1. Complete loan application FA RPALAPP FA manually 2. Review and edit the FA RPALDSB FA application Z. Process NSLDS

October 2007 Page 42 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Comments (Required if testing not Business Process Module Form/ Process Group Yes No tested defect defect successful.) 1. Load transfer monitoring FA RNRTMNI FA records 2. Complete transfer FA RNATMNT FA monitoring form 3. Process transfer monitoring FA RNRTMAC FA application 4. Extract transfer monitoring FA RNRTMNE FA records 5. View and edit NSLDS record FA RNASLXX FA

AA. Extract state fund

1. Define state fund codes FA RFRSTCD FA

2. Extract state funds FA RERCALX FA

BB. Load GSFAPPS

1. Request initial file SURFER FA

2. Request subsequent files GaMod ZHRAPPS FA

3. Load return file GaMod ZOPAPPL FA

4. View GSFAPPS data GaMod ZHAAPPS FA

5. View PAID Hours data GaMod ZHAHOPE FA ZHAAPPS CC.Run the High School Load GaMod ZORINFR FA Process pt.1 DD.Run High School Load process GaMod ZORHHSL FA pt. 2 EE. Establish HOPE Fund Code GaMod ZFRHOPE FA Rules

October 2007 Page 43 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Comments (Required if testing not Business Process Module Form/ Process Group Yes No tested defect defect successful.) FF. Establish rules for each HOPE GaMod ZORRULE FA Fund Code GG. Review and establish cross Gen GTVSDAX Rec validations HH.Establish Exclusion Fund Rules GaMod ZFRHEXF FA

II. Establish HOPE Tier Rules GaMod ZTVTIER FA

JJ. Establish HOPE Eligibility Status GaMod ZTVHPEL FA rules KK. Establish HOPE Eligibility GaMod ZTVHPER FA Reason codes LL. Establish SBGI and Grade Code GaMod ZHAHPEX FA Modes to be excluded in HOPE processing MM. Calculate HOPE accumulation GaMod ZHAHOPE FA manually NN.Calculate HOPE transfer GPA GaMod ZORHTGA FA

OO. Calculate HOPE accumulation GaMod ZORHGPA FA in batch PP. Run packaging for low-need, FA/ RPEPCKG/ FA HOPE-awarded students who GaMod New API have resources that exist on logic RPAARSC QQ. Establish SAP Group Validation GaMod ZTVSGRP FA codes RR.Establish SAP Group Rules GaMod ZORSAPR FA

SS. Establish SAP Grade Codes GaMod ZHASGRD FA

TT. Calculate batch SAP group GaMod ZOBSGRP FA status

October 2007 Page 44 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Comments (Required if testing not Business Process Module Form/ Process Group Yes No tested defect defect successful.) UU.Calculate SAP in batch GaMod ZOBSAPR FA

VV. Calculate SAP status manually GaMod ZOASAPR FA

WW. Create Title IV FA TVVAUTH FA Authorizations XX. Create multiple Title IV FA TVAMASS FA authorizations YY. Create Title IV authorizations FA TVPREQA FA from FA requirements

Additional Forms and Processes Tested for Financial Aid Applicant Processing Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.)

Additional Notes

General Student Data Date/Time: Check items that apply to your testing: Institution: Name: INB _____ Title: OLR _____ Phone: Email: Oracle Version: _____

Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) A. Create General Student Stu SGASTDN Rec Record B. Complete Additional Stu SGASADD Rec Information C. Create multiple advisor form Stu SGAADVR Rec

Additional Forms and Processes Tested for General Student Data Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.)

Additional Notes

Establish Holds Date/Time: Check items that apply to your testing: Institution: Name: INB _____ Title: OLR _____ Phone: Email: Oracle Version: _____

Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) A. Establish and release holds Stu SOAHOLD All using Student module Areas B. Establish and release holds FA ROAHOLD All using FA module Areas C. Run AR release holds process Stu TGPHOLD All Areas D. Run Student release holds Stu SGPHOLD All process Areas E. Run generic hold set process GaMod ZPRHOLD All Areas

Additional Forms and Processes Tested for Establish Holds Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.)

Additional Notes

Create Direct Deposit Subscription Records Date/Time: Check items that apply to your testing: Institution: Name: INB _____ Title: OLR _____ Phone: Email: Oracle Version: _____

Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) A. Acting as a Student, log into WWW- Institution- AR the secure area. Student Specific B. Select the Student & Financial WWW- Institution- AR Aid menu option Student Specific C. Select the e-Deposit menu WWW- Institution- AR option Student Specific D. Create banking information WWW- Institution- AR Student Specific E. Confirm e-Deposit subscription WWW- Institution- AR agreement Student Specific F. Confirm acknowledgement WWW- Institution- AR Student Specific G. Maintain Direct Deposit records 1. Review current and GaMod ZSADDSD AR historical subscription data 2. Review e-mail notifications GaMod ZURAEML AR

Additional Forms and Processes Tested for Create Direct Deposit Subscription Records Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.)

Additional Notes

October 2007 Page 53 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Registration Date/Time: Check items that apply to your testing: Institution: Name: INB _____ Title: OLR _____ Phone: Email: Oracle Version: _____

Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) A. Complete course registration Stu SFAREGS Rec/AR and assess fees B. Run batch process for fee Stu SFRFASC AR assessment C. Verify audit history record AR SFAFAUD AR

D. If question arises with fee AR SFRFEES AR assessment, run this process E. Purge fee assessment audit AR SFPFAUD AR history F. Disburse Financial Aid FA ROAIMMP FA manually G. Disburse Financial Aid in FA RPEDISB FA batch H. Run disbursement validation FA RPRVDIS FA report I. Review disbursement results FA ROIDISB FA

J. Create a message to print on AR TGAMESG AR bill K. Create schedule/bill rules AR TSASBRL AR

October 2007 Page 54 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) L. Print student bills AR TSRCBIL AR

M. Print third party invoices AR TSRTBIL AR

N. Accept payment AR TSASPAY AR

O. Verify Receipt AR TGARCPT AR

P. Review available statements, AR TGISTMT AR payment history and unbilled activity Q. Alter Registration (Drop/Add)

1. Drop course Stu SFAREGS Rec

2. Drop/delete course Stu SFAREGS Rec

3. Add course Stu SFAREGS Rec

4. Total student withdrawal Stu SFAREGS Rec/FA

5. Create a student Stu SFAWDRL Rec/FA withdrawal record R. Check/Delete unfulfilled GaMod ZORPRQD Rec prerequisites S. Verify Fee Assessment AR TSAAREV AR

T. Disburse Financial Aid FA RPEDISB FA

U. Repeat disbursement process FA ROAIMMP FA

V. Run registered but not paid FA SFRRNOP FA process W. Process Title IV

October 2007 Page 55 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) 1. Identify students who have Stu SFRNOWD Rec dropped all hours or do not participate in the term (without official withdrawal notification). 2. Withdraw the students Stu SFAREGS Rec

3. Create withdrawal records Stu SFAWDRL Rec manually 4. Create withdrawal records Stu SFRWDRL Rec in batch X. Calculate Title IV Repayment AR/FA RPATIVC AR/FA

Y. Calculate Title IV repayment in AR RPRTIVC AR batch Z. Process Refunds 1. Identify students with AR TSRRFND AR credit balances (audit) 2. Use if student is not AR TSAACCT AR entitled 3. Use if student is entitled AR TSRRFND AR (update) AA. PLUS Loan refunding 1. Create detail code for AR ZSADETC AR PLUS Loan Refunding verifying that refund type is set to ‘P’ 2. Confirm that students FA/AR RPAAWRD FA/AR have been awarded and TSAAREV disbursed PLUS loans 3. Process Application of AR TGRAPPL Payments Process

October 2007 Page 56 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) 4. Execute Auto Refund AR TSRRFND Credit Amount 5. Verify that refund is AR TSAAREV reflecte3d correctly on student’s account BB. Review student and AR info AR TSICSRV AR

CC.Add/update Instructional Stu ZSASECT Rec Method

Additional Forms and Processes Tested for Registration Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.)

Additional Notes

Create Direct Debit Subscription Records Date/Time: Check items that apply to your testing: Institution: Name: INB _____ Title: OLR _____ Phone: Email: Oracle Version: _____

Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) A. Assign bill codes AR TSAACCT AR

B. Create Direct Debit GaMod ZGADEBS AR Subscription Records C. Create Working Areas GaMod ZTVWKAR AR

D. Create Working Area Records GaMod ZGADDWS AR

E. Generate the Direct Debit GaMod ZGRDACH AR ACH File F. Submit ACH File to Bank AR

Additional Forms and Processes Tested for Create Direct Debit Subscription Records Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.)

Additional Notes

Write Receipts Date/Time: Check items that apply to your testing: Institution: Name: INB _____ Title: OLR _____ Phone: Email: Oracle Version: _____

Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) G. Request BBARxxxx and PSHRMS AR ARxxx files H. Place file in the AR $DATA_HOME/arsys directory I. Execute the load process GaMod ZGRARLD AR

J. Generate a non-student AR TFRBILL AR receivable invoice K. Write a receipt for a non- AR TFADETL AR student receivable balance L. Write a departmental receipt GaMod ZSAMISC AR

Additional Forms and Processes Tested for Write Receipts Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.)

Additional Notes

Process Student Health Insurance Date/Time: Check items that apply to your testing: Institution: Name: INB _____ Title: OLR _____ Phone: Email: Oracle Version: _____

Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) A. Process Student Health Insurance 1. Create submission file GaMod ZSRSHIR AR

2. Load exemption records GaMod ZSRHIEL AR

Additional Forms and Processes Tested for Process Student Health Insurance Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.)

Additional Notes

Load College Work Study Payroll Data Date/Time: Check items that apply to your testing: Institution: Name: INB _____ Title: OLR _____ Phone: Email: Oracle Version: _____

Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) A. Request the FWSxxx file from HRMS AR HRMS payroll B. Place file in the AR $DATA_HOME/finaid directory C. Execute the load process FA ZRPWST1 AR

D. Correct errors FA AR

E. Execute the load process FA ZRPWST1 AR

F. Execute the update process FA ZRPWST2 AR

G. Verify that records are FA RPAAWRD FA updated H. Verify that records are FA RJASEAR FA updated I. Execute the remaining FA ZRRWSTD balance process

Additional Forms and Processes Tested for Load College Work Study Payroll Data Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.)

Additional Notes

HOPE Invoicing Date/Time: Check items that apply to your testing: Institution: Name: INB _____ Title: OLR _____ Phone: Email: Oracle Version: _____

Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) A. Review and establish cross Gen GTVSDAX Rec validations B. Create label for non-HOPE Student STVXLBL FA funds C. Create eCORE or Distance Ed Student SSADETL FA courses D. Create eCORE or Distance Ed AR TSADETC FA courses E. Create a HOPE Invoicing file GaMod ZHRHINV FA

F. Submit file to the GSFC SURFER FA

G. Verify that charges extracted SURFER FA properly for students with eCORE (with Y in field 29 of the HOPE Invoicing file) H. Load the GSFC return file GaMod ZHRGHIL FA

I. Verify records loaded GaMod ZHARCON FA

J. Run Learning Support GaMod ZORLSUP FA

October 2007 Page 67 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) K. Run Reconciliation Report for GaMod ZHRFARR FA HOPE comparison

Additional Forms and Processes Tested for HOPE Invoicing Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.)

Additional Notes

End of Day Processing Date/Time: Check items that apply to your testing: Institution: Name: INB _____ Title: OLR _____ Phone: Email: Oracle Version: _____

Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) A. Assess Fees AR SFRFASC AR

B. Assess housing & meal AR SLRFASM AR charges C. Apply contracts, exemption AR TSRCBIL AR and deposits D. Start aging accounts with an AR ZSRCBIL AR outstanding balance due E. Close all non-cash drawer AR TGRCLOS/ AR cashier sessions TGACREV F. Close cash drawer cashier AR TGACREV AR sessions G. Process refunds AR TSRRFND AR

H. Finalize all closed cashier AR TGACSPV AR sessions I. Produce reports of all finalized AR TGRCSHR AR cashier sessions J. Apply all payments AR TGRAPPL AR

October 2007 Page 70 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) K. Unapply payments from AR TSAUNAP AR application pending roster L. Reapply payments AR TSAAREV AR

M. Create GL & AP entries AR TGRFEED AR

N. Generate reconciliation report AR TGRRCON AR

O. Aging Analysis GaMod ZGRAGES AR

P. Execute the Non-Banner GaMod ZGRPSLD AR finance interface Q. Delete records from GaMod ZOPGFTT AR ZURGFTT temporary table R. Reset a problematic feed GaMod zorfred.sql AR

Additional Forms and Processes Tested for End of Day Processing Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.)

Additional Notes

Auditing Tool Kit Date/Time: Check items that apply to your testing: Institution: Name: INB _____ Title: OLR _____ Phone: Email: Oracle Version: _____

Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) A. Create list of term codes GaMod ZAQTERM AR

B. Create a list of term based GaMod ZAQTBDS AR designators C. List additional registration fees GaMod ZAQAFEE AR

D. List registration fees for a term GaMod ZAQRGFE AR

E. Create list of refund by total GaMod ZAQRFND AR rules F. List AR Supervisors and GaMod ZAQCASN AR cashiers assigned G. Create list of supervisors and GaMod ZAQTPRF AR restricted users H. Create list of financial aid GaMod ZAQCSHT AR transactions with a source code of ‘T’ I. Produce Summary Data by GaMod ZAQFREC AR Account Number report J. Produce Detail Data by GaMod ZAQFDTL AR Account number report

October 2007 Page 73 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) K. Requirements Satisfied by SQL Scripts 1. List all users with AR GaMod zaqctls.sql TS object access 2. Value based security GaMod zaqqvbs.sql TS status 3. Auditing status for taismgr GaMod zaqtaud.sql TS

4. Users with permission to GaMod zaqtobj.sql TS access taismgr objects at the database level 5. Security violation user GaMod zaqalog.sql TS activity 6. Oracle roles GaMod zaqrole.sql TS

Additional Forms and Processes Tested for Auditing Tool Kit Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.)

Additional Notes

October 2007 Page 75 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Student and Exchange Visitor Information System (SEVIS) Date/Time: Check items that apply to your testing: Institution: Name: INB _____ Title: OLR _____ Phone: Email: Oracle Version: _____

Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) A. Review validation forms

1. Establish Creation Reason Gen GTVSVCR Adm/Intl Code 2. Establish Dependent Gen GTVSVDT Adm/Intl Termination Code 3. Establish Education Level Gen GTVSVEL Adm/Intl Code

4. Establish EV End Program Gen GTVSVEP Adm/Intl Reason Code 5. Establish Drop Below Full Gen GTVSVFT Adm/Intl Time Reason Code 6. Establish Request for Gen GTVSVRP Adm/Intl Form Reprint Code 7. Establish Termination Gen GTVSVTR Adm/Intl Reason Code 8. Establish Category Code Gen GTVSVCC Adm/Intl

9. Establish Consular Post Gen GTVSVCP Adm/Intl Code

October 2007 Page 76 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) 10. Establish Governmental Gen GTVSVGO Adm/Intl Organization Code 11. Establish International Gen GTVSVIO Adm/Intl Organization Code 12. Establish Infraction Type Gen GTVSVIT Adm/Intl Code 13. Establish Exchange Visitor Gen GTVSVPC Adm/Intl Position Code 14. Establish Transmittal Gen GTVSVTS Adm/Intl Status Code B. Create international data Gen GOAINTL Adm/Intl

C. Review international history Gen GOASEVS Adm/Intl

D. Review transmittal history Gen GOASEVR Adm/Intl

E. View transmittal status Gen GOISEVS Adm/Intl

F. View header information Gen GOISVBH Adm/Intl

G. Run SEVIS batch extract Gen GORSEVE Adm/Intl process

Additional Forms and Processes Tested for Student and Exchange Visitor Information System (SEVIS) Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.)

Additional Notes

Mid-term Processing Date/Time: Check items that apply to your testing: Institution: Name: INB _____ Title: OLR _____ Phone: Email: Oracle Version: _____

Testing successful Criticality Critical Testing Not functional Noncritical Comments (Required if testing not Business Process Module Form/ Process Group Yes No tested defect defect successful.) A. Set census dates Stu SOATERM Rec

B. Report SIRS

1. Recalculate Regents’ GPA GaMod ZORRGPA Rec

2. Run SIRS extraction GaMod ZORSIRS Rec process C. Run CIR extraction process GaMod ZORCIRR Rec

D. Facilities

1. Translate building codes GaMod ZLARBDG Facilities

2. Enter supplemental GaMod ZLABSUP Facilities building information 3. Enter supplemental room GaMod ZLARSUP Facilities information 4. Run FIR extraction GaMod ZORFIRR Facilities process E. Run RUR extraction process GaMod ZORRURR Rec

F. Run Graduate Salary Survey GaMod ZORGSAL Rec (not all institutions)

October 2007 Page 79 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Comments (Required if testing not Business Process Module Form/ Process Group Yes No tested defect defect successful.) G. Report high school feedback

1. Load feedback data Get_zorhsfb.sql Tech script 2. Run feedback process ZORHSFB Rec

H. Report Learning Support from GaMod DO NOT TEST. Rec If you run the ls_collect script to submit the Web data, it will overwrite the data that you submitted last year. I. Run Voyager Library GaMod ZORVLIB Reg Interaction Process J. Run Time Status Calculation GaMod ZFRTMST Rec/FA Update K. Run National Student Loan GaMod ZFRNSLC Rec/FA Clearinghouse process

Additional Forms and Processes Tested for Mid-term Processing Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.)

Additional Notes

Academic Transcripts Date/Time: Check items that apply to your testing: Institution: Name: INB _____ Title: OLR _____ Phone: Email: Oracle Version: _____

Testing successful Criticality Not Critical Testing teste functional Noncritical Business Process Module Form/ Process Group Yes No d defect defect Comments (Required if testing not successful.) A. Confirm default FTP location Stu SHACTRL Rec information B. Check default FTP location for Stu SOASBGA Rec each institution C. Confirm term type code Stu STVTERM Rec

D. Create transcript type code Stu STVTPRT Rec

E. Build transcript type rules Stu SHATPRT Rec

F. Populate Electronic field for Stu STVSBGI Rec PESC/XML capable institutions G. Translate Banner values to Stu SOAXREF Rec PESC standard codes H. Create document status rules Stu STVDSTS Rec

I. Export XML transcript

1. Enter transcript request Stu SHARQTC Rec with external institution code populated

October 2007 Page 82 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Not Critical Testing teste functional Noncritical Business Process Module Form/ Process Group Yes No d defect defect Comments (Required if testing not successful.) 2. Enter transcript request Web Institution Rec via Self-Service for Specific Student 3. Run export process Stu SHRPESE Rec

4. Confirm XML file creation Stu Institution Rec Specific 5. Track status of exported Stu SHIEPTD Rec XML document

6. Confirm transmission to Texas Server J. Import XML transcript

1. Run import process Stu SHRPESI Rec

2. Track status of imported Stu SHIIPTD Rec XML document

3. Update Stu SOASBGA Rec Source/Background institution data for XML transmission 4. View XML transcript Stu SHAEDIS Rec

5. Verify and match student Stu SHAEDIS Rec

6. Route test scores to Stu SHAEDIS Rec SOATEST 7. Confirm test scores Stu SOATEST Rec

8. Route non-course Stu SHAEDIS Rec requirements to ZOAGARP

October 2007 Page 83 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Not Critical Testing teste functional Noncritical Business Process Module Form/ Process Group Yes No d defect defect Comments (Required if testing not successful.) 9. Confirm non-course GaMod ZOAGARP Rec requirements 10. Route course data to Stu SHAEDIS Rec transfer articulation 11. Load course data Stu SHATAEQ Rec

12. Confirm course data Stu SHATAEQ Rec

K. Request individual transcript GaMod SHARQTC Rec

L. Request transcripts in batch GaMod SHRTPOP Rec

M. Print baseline academic Stu SHRTRTC Rec transcript

Additional Forms and Processes Tested for Academic Transcripts Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.)

Additional Notes

October 2007 Page 85 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology End-of-Term Processing Date/Time: Check items that apply to your testing: Institution: Name: INB _____ Title: OLR _____ Phone: Email: Oracle Version: _____

Testing successful Criticality Critical Testing Not functional Noncritical Comments (Required if testing not Business Process Module Form/ Process Group Yes No tested defect defect successful.) A. Print grade rolls Stu SFRSLST Rec

B. Enter final grades Stu SFAALST Rec

C. Roll grades to history manually Stu SFAALST Rec

D. Roll grades to history in batch Stu SHRROLL Rec

E. Process grade changes Stu SHAINST Rec

F. Run Repeats process Stu SHRRPTS Rec

G. Calculate GPA Stu SHRCGPA Rec

H. Calculate academic standing Stu SHRASTD Rec

I. Update Georgia Requirements Rec

1. Update CPC requirements GaMod ZORCPED Rec

2. Update test requirements GaMod ZORCPER Rec

3. Update Learning Support GaMod ZORGARU Rec Note: Run process using a population selection. 4. Update CPC requirements GaMod ZORCPCR Rec

October 2007 Page 86 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Comments (Required if testing not Business Process Module Form/ Process Group Yes No tested defect defect successful.) 5. Verify CPC-desired GaMod ZOACPCU Rec courses used 6. Run Regents’ Test Load GaMod ZHRRTLD Rec Process 7. Update Regents’ Test GaMod ZORRTPR Rec results 8. Run optional Regents’ GaMod Reg_write_req Rec Test population selection. .sql 9. Update optional Regents’ GaMod ZORGARU Rec Test requirements 10. Update Learning Support GaMod ZORLSUI Rec attempts 11. View LS attempts GaMod ZOALSAT Rec

12. Update legislative GaMod ZORLHCR Rec requirements for government, history, constitution 13. Verify history/constitution GaMod ZOALHCU Rec used courses 14. Update Regents GPA GaMod ZORRGPA Rec

15. Produce grade mailers Stu SHRGRDE Rec

16. View student’s term Stu SHATERM Rec sequence course history 17. View student’s Georgia Stu ZHATERM Rec GPA course history 18. Compile HOPE totals for GaMod ZFBGEXP Rec transmission to GSFC J. Process CAPP Compliance

October 2007 Page 87 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Comments (Required if testing not Business Process Module Form/ Process Group Yes No tested defect defect successful.) 1. Enter compliance request Stu SMARQCM Rec

2. Update compliance Stu SMACACT Rec request 3. Run batch compliance Stu SMRBCMP Rec

4. Produce compliance Stu SMRCMPL Rec report 5. Review compliance results Stu SMICRLT Rec

6. Review program output Stu SMIPOUT Rec results 7. Review area output results Stu SMIAOUT Rec

8. Review group output Stu SMIGOUT Rec results K. Process graduates

1. Apply for graduation Stu SHADEGR Rec

2. Change diploma Stu SHADIPL Rec

3. Change degree status Stu SHRDEGS Rec from sought to awarded

Additional Forms and Processes Tested for End-of-Term Processing Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.)

Additional Notes

Once-a-Year Items Date/Time: Check items that apply to your testing: Institution: Name: INB _____ Title: OLR _____ Phone: Email: Oracle Version: _____

Testing successful Criticality Critical Testing Not functional Noncritical Comments (Required if testing not Business Process Module Form/ Process Group Yes No tested defect defect successful.) L. Process 1098s

4. Populate rules AR TSATAXR AR

5. Complete student tax AR TSATAXI AR information 6. Run process AR TSP1098 AR

7. Verify records created AR TSATAXN AR

8. Create tax notification and AR TSR1098 AR flat file 9. Create third party AR TSRTRAF AR outsource file of student financial statement M. Run SAP once a year after spring term 10. Create SAP student group GaMod ZOBSGRP FA 11. Run SAP group process GaMod ZOBSGRP FA 12. Run SAP process GaMod ZOBSAPR FA 13. Verify records updated GaMod ZOASAPR FA

October 2007 Page 90 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Comments (Required if testing not Business Process Module Form/ Process Group Yes No tested defect defect successful.) 14. Verify records updated FA ROASTAT FA N. Process FISAP 1. View and edit FISAP FA ROAFSAP FA person maintenance form 2. Process FISAP Report FA RORFSXX FA

Additional Forms and Processes Tested for Once-a-Year Items Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.)

Additional Notes

Banner WebTailor, Student, General, Faculty and Advisors Self-Service Date/Time: Check items that apply to your testing: Institution: Name: INB _____ Title: OLR _____ Phone: Email: Oracle Version: _____ Note: When testing the Banner Web products, the location of menu items and options within each menu is determined by the institution through WebTailor. The Banner Web module for the item is identified, but the items are labeled institution-specific because each institution determines their own URL.

Validation Testing successful Criticality Tables and Business Process or Test Step Institutionally Critical Determined Testing Not functional Noncritical Module Web Locations Group Yes No tested defect defect Comments (Required if testing not successful.) A. Establish global web rules WebTail DBA or B. Define procedures, menus, WebTail DBA menu items, role access, or info graphics and text C. Set up web controls Banner SOATERM Rec Baseline D. Review/establish crosswalk Banner GTVSDAX Rec validation Baseline E. Indicate e-mail addresses to Banner GTVEMAL Rec be displayed Baseline F. Define user PIN numbers Banner GOATPAC Rec Baseline G. Establish address role Banner GOAADRL Rec privileges Baseline H. Establish directory options Banner GOADIRO Rec Baseline

October 2007 Page 93 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Validation Testing successful Criticality Tables and Business Process or Test Step Institutionally Critical Determined Testing Not functional Noncritical Module Web Locations Group Yes No tested defect defect Comments (Required if testing not successful.) I. Indicate valid e-mail Banner GOAEMAL Rec addresses to be displayed Baseline J. Indicate course registration Banner STVRSTS Rec status codes Baseline K. Indicate enrollment status Banner STVESTS Rec codes Baseline L. Indicate subject codes Banner STVSUBJ Rec Baseline M. Create application source Banner STVAPLS Rec Baseline N. Create application verification Banner STVASTA Rec steps Baseline O. Establish application types Banner STVWAPP Rec Baseline P. Establish web application Banner STVWSCT Rec sections Baseline Q. Establish Self-Service Options Banner STVWSSO Rec Code Baseline R. Establish Payment Options Banner STVWPYO Rec Code Baseline S. View Transcript Request Banner SHAWTRR Rec Rules Baseline T. View Transcript Request Banner SHARQTS Rec Status Form Baseline U. Establish EDI group rules Banner STVEGRP Rec Baseline V. Establish EDI verification Banner STVXLBL Rec labels Baseline W. Establish address types Banner STVATYP Rec Baseline

October 2007 Page 94 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Validation Testing successful Criticality Tables and Business Process or Test Step Institutionally Critical Determined Testing Not functional Noncritical Module Web Locations Group Yes No tested defect defect Comments (Required if testing not successful.) X. Indicate hold types Banner STVHLDD Rec Baseline Y. Indicate transcript types Banner STVTPRT Rec Baseline Z. Indicate degree codes Banner STVDEGC Rec Baseline AA. Establish faculty status codes Banner STVFCST Rec Baseline BB. Establish transcript type rules Banner SHATPRT Rec Baseline CC.Create faculty information Banner SIAINST Rec record Baseline DD.Establish hold types Banner RTVHOLD FA Baseline EE. Indicate messages to be Banner RTVMESG FA displayed Baseline FF. Indicate packaging groups Banner RTVPGRP FA Baseline GG. Indicate FA options Banner ROAINST FA Baseline HH.Execute the modified script to GaMod twbkwbi1.sq Rec mask the user ID on User l Login page of Self-Service II. Acting as a student, log into Banner Institution- Stu Self-Service Baseline specific JJ. Acting as a student, select a Web for Institution- Rec term General specific KK. Acting as a student, view Web for Institution- Rec student information General specific

October 2007 Page 95 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Validation Testing successful Criticality Tables and Business Process or Test Step Institutionally Critical Determined Testing Not functional Noncritical Module Web Locations Group Yes No tested defect defect Comments (Required if testing not successful.) LL. Acting as a student, view Web for Institution- Rec address and telephone General specific information MM. Acting as a student, view Web for Institution- Rec email addresses General specific NN.Acting as a student, register Web for Institution- Rec for courses General specific OO. Acting as a student, alter Web for Institution- Rec schedule through drop/add General specific PP. Acting as a student, view the Web for Institution- Rec student schedule General specific QQ. Acting as an advisor, view Web for Institution- Rec the academic transcript General specific RR.Acting as an advisor, enter Web for Institution- Rec grades General specific SS. Acting as a potential student, Web for Institution- Adm apply for admissions Student specific TT. Acting as a potential student, Web for Institution- Adm view application status Student specific UU.Acting as a potential student, Web for Institution- Adm view the application Student specific summary VV. Acting as a student, select a Web for Institution- Rec term Student specific WW. Acting as a student, register Web for Institution- Rec for the selected term Student specific XX. Acting as a student, search for Web for Institution- Rec available courses Student specific

October 2007 Page 96 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Validation Testing successful Criticality Tables and Business Process or Test Step Institutionally Critical Determined Testing Not functional Noncritical Module Web Locations Group Yes No tested defect defect Comments (Required if testing not successful.) YY. Acting as a student, alter Web for Institution- Rec course schedule through Student specific drop/add ZZ. Acting as a student, view the Web for Institution- Rec registration status Student specific AAA. Acting as a student, view the Web for Institution- Rec schedule by day and time Student specific BBB. Acting as a student, view the Web for Institution- Rec detail schedule Student specific CCC. Acting as a student, view fee Web for Institution- AR assessment Student specific DDD. Acting as a student, view Web for Institution- Rec holds Student specific EEE. Acting as a student, view Web for Institution- Rec grades (mid-term and final) Student specific FFF. Acting as a student, view the Web for Institution- Rec transcript Student specific GGG. Acting as a student, view Web for Institution- AR the account summary, the Student specific account summary by term, and the statement and payment history. HHH. Acting as a student, select a Web for Institution- AR tax year Student specific III. Acting as a student, view the Web for Institution- AR tax information Student specific JJJ.Acting as a faculty member, Web for Institution- Fac/Adv select a term Faculty specific and Advisors

October 2007 Page 97 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Validation Testing successful Criticality Tables and Business Process or Test Step Institutionally Critical Determined Testing Not functional Noncritical Module Web Locations Group Yes No tested defect defect Comments (Required if testing not successful.) KKK. Acting as a faculty member, Web for Institution- Fac/Adv enter a student id Faculty specific and Advisors LLL. Acting as a faculty member, Web for Institution- Fac/Adv view student information Faculty specific and Advisors MMM. Acting as a faculty Web for Institution- Fac/Adv member, view student Faculty specific address and telephone and number Advisors NNN. Acting as a faculty member, Web for Institution- Fac/Adv view the student email Faculty specific address and Advisors OOO. Acting as a faculty Web for Institution- Fac/Adv member, register a student Faculty specific and Advisors PPP. Acting as a faculty member, Web for Institution- Fac/Adv alter the student schedule Faculty specific and Advisors QQQ. Acting as a faculty Web for Institution- Fac/Adv member, view the student Faculty specific schedule and Advisors RRR. Acting as a faculty member, Web for Institution- Fac/Adv view the academic transcript Faculty specific and Advisors SSS. Acting as a faculty member, Web for Institution- Fac/Adv enter grades Faculty specific and Advisors

October 2007 Page 98 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Validation Testing successful Criticality Tables and Business Process or Test Step Institutionally Critical Determined Testing Not functional Noncritical Module Web Locations Group Yes No tested defect defect Comments (Required if testing not successful.) TTT. Acting as a student, view the Web for Institution- FA online Financial Aid Award Student specific Letter UUU. Acting as a student, adjust Web for Institution- FA or decline one or all of your Student specific awards VVV. As a faculty member, view Web for Institution- FA the report for online Student specific adjustment requests. Verify that all items adjusted or declined in step 72 appear in the report as entered. WWW. HOPE Authorizations

1. Build rules for Banner TVVAUTH AR Authorization Baseline 2. Build Crosswalk for Banner GTVSDAX General Authorizations Baseline 3. As WebTailor Web for Institution- FA administrator, customize Student specific delivered authorization messages as needed by the institution 4. As a student, log in to Web for Institution- FA Web service to view Student specific authorization page 5. As a student, provide Web for Institution- FA authorization to funds Student specific awarded

Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) XXX. Financial Aid Award by Term 1. As the WebTailor Web for Institution – DBA administrator, modify Student specific informational text for appropriate links and Web pages 2. Modify messages for the Banner RTVMESG FA student to view on award Baseline letter 3. Manually create message Banner ROAMESG FA for student to view on Baseline award letter 4. Create status of Banner SIAINST Stu/FA Functional User (FU) in Baseline the Status Code field 5. Acting as a student, log in Web for Institution – Stu/FA to Banner Self-Service Student specific (make sure the SSN is masked) 6. Acting as a student, Web for Institution – Stu/FA navigate through Self- Student specific Service Web pages 7. Acting as a student, locate Web for Institution – Stu/FA the Financial Aid Award Student specific Letter. (From the Financial Aid menu, under Student & Financial Aid, choose the Online Financial Aid Letter.)

October 2007 Page 100 Test Results Reporting Form Office of Information SSC Major Upgrades to Banner/Georgia Enhancements and Instructional Technology Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.) 8. Acting as a student, Web for Institution – Stu/FA choose a term Student specific 9. Acting as a student, Web for Institution – Stu/FA choose an aid year Student specific 10. Acting as a student, verify Web for Institution – Stu/FA that you can see the Student specific award letter 11. Acting as a student, adjust Web for Institution – Stu/FA any or all aid on Financial Student specific Aid Award Letter and view Request Confirmation 12. Acting as a Faculty Web for Institution – Stu/FA Member, run the Financial Student specific Aid Award Adjustments report and make sure the information displayed on the report accurately reflects the student’s requests

Additional Forms and Processes Tested for Banner WebTailor, Student, General, Faculty and Advisors Self-Service Testing successful Criticality Critical Testing Not functional Noncritical Business Process Module Form/ Process Group Yes No tested defect defect Comments (Required if testing not successful.)

Additional Notes

October 2007 Page 102