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SCT Banner YES General Person Team Meeting Minutes

1 Meeting Logistics Item Description Date 05/09/05 Time 1400 Location Jones Hall – First Floor Conference Room

2 Attendees Role Name Facilitator J. Herman Note Taker R. Sweany Participants M. Bodnovich, J. Caputo, S. Davis, B. Geltz Not Present P. Balent

3 Minutes Topic Notes Minutes – 1. Validation Tables M. Hassan is working on the interface between Banner and M204. She is recommending using Banner as the driver with changes being uploaded to PATRON 24 hours later. The interface would be completed before the Alumni go live date. This group is recommending that PATRON be developed as the driver and information being uploaded to Banner 24 hours later. The reasons for not using Banner as the driver are as follows:

 Transcripts – concerns when a transcript is issued and changes have to be made to the name/address  Graduate School workshops which are most often entered into the system during “crunch times”  PATRON History – how to perform in Banner, concerns about duplicate addresses  Additional training for staff and lack of personnel, especially with working on STUDENT  Former student/reactivated student waiting time for upload  Problems developing with accounts payable, student billing and refunds 2. Alternate ID’s J. Herman reviewed with the group the issue of alternate ID’s. At this time the intent is to have the social security number, PATRON, alumni number if there is no PATRON, and former name as alternate ID’s. The suggestion of not bringing over the social security number was dismissed. 3. Address Types Suggested procedures to bring to the data standards were discussed. The group reviewed current practice and ownership. Prospective students/applicants are maintained by Admissions. Changes that have to be made are currently the charge of the Office of the Registrar and Records. Specific information requirements before adding a person to the system was discussed (name, social security number, birth date, phone number, etc.)

YES Implementation Minutes Page 2 4 Action Items Action Item Owner Due Date Status Action items and issues from 1. Spreadsheet of tables M. Bodnovich 05/18/05 completed 2. Review of last shared P. Balent 05/16/05 tables for Advancement 3. Chart of definitions J. Herman 05/16/05 of address type to be reviewed by group 4. Verify the IPEDS B. Geltz 05/16/05 level of degrees awarded against the HEI level of degrees awarded. 5. 6. 7. 8.

Next Meeting: Monday, May 16, 2005 at 1400 in the Jones Hall – First Floor Conference Room.

YES Implementation Minutes Page 2