View
227
Download
0
Category
Preview:
DESCRIPTION
fff
Citation preview
DUE BY DATE AREA TASK DESCRIPTION OWNERS:
9/16/2011 AR Run Batch Fee Assessment Demetria
9/16/2011 AR
9/16/2011 AR
AR Demetria
9/20/2011 AR Demetria
9/16/2011 AR
Students with ZERO hours and with EXEMPTIONS / WAIVERS applied to their account
JasonDemetria
Those who were given an "Accounts Receivable" credit for errors from SIS issues with REPEAT/DELETE. Need to know how these were managed in Banner. Run a Once list done -- find way to fix for potential refund. May have to EXCLUDE them all from the first check run.
DemetriaJasonLin
may want to do this before you start working in PROD. If not then deliver to Lin by 9/30/11
Set up guidelines for reversing non-refundable fees (for example for the No Shows)
Review List of students who were dropped from full time to part-time during the purge process. Verify fees / refunds.
Double "credit" for athletes. Many have new residency code of "L" (in state) and still have the exemption on their record.
DemetriaLin
9/17/2011 AR/REG/FA
9/21/2011 AR Demetria, Lin
9/15/2011 Fin Aid Marjorie / Willie
9/16/2011 Fin Aid9/19/2011 Fin Aid FIX Fin Aid award for zero hours Ursula
9/15/2011 FinAid
9/15/2011 FinAid
Students with Active Enrollment Status and NO REGISTRATION Data Clean UP: This can be due to drop for non-payment (probably not, but possible) as well as those who were reported as "No Show" Review the procedures for SFAREGS who dropped for non-payment/ made payment / fin aid disb / change EL to NS. Process and review
DeeDemetriaUrsula
Review end of day steps with Lin and determine advantages of following these recommended guidelines
List of all students ZERO hours with any type of aid, scholarship,
Need report of any DUPLICATE PIDM who has Fin Aid and is currently enrolled
Need to identify anyone with REFUNDS so those can be fixed
JasonDuaneSOMEONEUrsula
Review list of students with loans & less than 6 hrs. Zero out loan (manually) Send update to COD
Marjorie (report)Ursula
Review list of students who have less than 12 hrs and grants. If scholarships disbursed -- then must 'take back" so that partial scholarships can be awarded. System should have been updated (Marla) to look at hours and automatically adjust the scholarship(s) according to enrollment status
Marjorie (report) Ursula
9/20/2011 FinAid
9/19/2011 Finance Continue testing feed to Higher One Mark
9/20/2011 Finance Once data is cleaned up run refund process in AUDIT
9/14/2011 Gen Per
9/20/2011 Gen Per
9/22/2011 Gen Per
9/16/2011 Housing Shandon
9/16/2011 Housing Shandon
Review with Ursula the Title IV refund stepsNeed to be sure we are NOT refunding any Title IV money for WD students
LinUrsulaMarla
DemetriaMark
Look at converted Higher One numbers and see if they can be found
LinWho will take ownership of searching in Plus?
List of students enrolled with missing current / active phone (PR, MA, BI, or CELL)
MISSING PR ADDRESS
JasonMichelle: find group to clean up
Duplicate PIDMS -- continue cleaning. This is URGENT and must be done. More and more problems are being encountered each day due to duplicates.
James, Jason, Elaine, Duane and all others
Review list of dropped students and fix housing assignments so charges are reversed
Need to rerun batch assessment for rooms / meal / etc
9/20/2011 Other James
9/20/2011 Pop Sel Lin
9/20/2011 Pop Ssl
9/16/2011 REG
9/17/2011 Reg
9/20/2011 Reg
9/22/2011 Reg Lin 9/22/2011 Reg Repeat Checking run in Audit for prior terms. Dee / Lin
9/13/2011 Report Jason Ordogne
Set up a Banner Core Team Email group so that everyone can send emails to "all" 'without having to worry about capturing everyone's name.
NO Show -- Financial Aid -- if data not cleaned up (Fin Aid) then need to prevent from getting any refunds during this first run
Refund checks cannot be written for anyone who does NOT have the "Accepted" indicator
Jason to get List and give Lin list of tables so Lin can write pop sel
Calculate TIME STATUS using batch process to clean up records-- didn't get updated after NS purge
DeeCecil
SFARSTS / STVRSTS SFAESTS / STVESTS updated based on our testing in PTEST8
Dee (owner of registration dates and codes)Demetria (owner of refund time periods and percentages)Elaine (Owner of Law school codes)Lin (verifier)
PROCESS All WithdrawalsContinue to process on a daily basis now that process has been outlined and withdrawal codes developed correctly
DeeCecil
Look at registration hours. Any codes we changed (count in attempted, etc.) will need to be manually fixed. How important, what impact, what are the numbers?
list RSTS codes used (fall 2011). Found D5 & RA Get list of students who have course status codesof D5 & RA (ones we want to delete)
9/14/2011 Report List of students enrolled with missing ethnicity Jason Ordogne
9/14/2011 Report List of students enrolled with missing birthdate
9/14/2011 Report List of students enrolled with missing SSN
9/16/2011 Report
9/19/2011 Report Gender missing Jason / James
9/23/2011 Report Missing Citizenship (requested by Yvonne) Jason / James
9/23/2011 Tech Lin
9/16/2011 Tech Run Script to update grade mode. Email sent 9/13/11 Terry Duke
JasonJamesNeed to identify someone to look at data and fix if possible
Jason (ran list)Need to identify someone to look at data and fix if possible
All students (excl Law) who WERE full time and now their latest status is PART TIME or lower
Urban (Lin & Jason will help with tables as needed)
AH conversion: Credit hours need to equal Attempted Hours. Attempted hrs are null
SUB-TASKS STATUS DOCUMENTATION
Pending
Pending
Completed
Completed
Please run this as soon as Dee notifies you that the ESTS and RSTS codes have been updated in PROD. It will need to be run every night as we work through these various updates (and maybe more frequently).
SUBR Completed 09-16-2011
Jason has run the report and found only THREE records. Jason to Email the short-list to the "team"Demetria to remove/delete the exemption
Completed 09-16-11
Michelle brought forth this issue, so she can provide additional information if I failed to articulate the issue. Demetria: Please email Lin and let her know (by Friday morning 10 AM) how theses were tracked/entered in Banner.Jason may be needed to help write query to find these records.Lin to consider how to best monitor and whether or not the data can be fixed prior to the first refund period.Demetria to clean up data once it is determined how to handle
Needs to be completed by the week of Sept. 29th. SIS Plus listing of these students will be provided to Jason to identify currently enrolled students.
How will reversal of charges be handled? Enter detail code and negative charge? Determine what you want, document procedures (step by step) and send to Lin for creation of Handbook
Jason will provide list Demetria will do adjustments
Using attached list, look at assessment. If incorrect try to re-assess in SFAREGS. If still incorrect, contact Lin ASAP
Lin ran list and emailed to DemetriaDemetria to have staff remove / delete the #1 exemption
No Show COURSE Purge List Drop Bel
Athletes that have exemptions to be r
WT report 09-15-2011.pdf
Need to meet and test before Tuesday
Completed
PendingCompleted
List is done -- Ursula to clean up Completed
List is done -- Ursula to clean up Completed
Dee to Run SFRNOWD and distribute the list to everyone (Friday AM 9:00)Dee to access SFAREGS and try to <Record Remove> the EL registration status. If payment is made error message will display. Change the "EL" to "NS"Demetria to review any of the NoShows on this list and if they have non-refundable charges she will manually back them outUrsula will ensure all Fin Aid is reversed / backed outHousing will ensure all have housing/meal/etc removed/reversed/assessed
Urban ran the attached report (same count as when Lin ran SFRNOWD). Lin prefers SFRNOWD because it includes financial information Ursula-Completed. Jason will provide list and Demetira will complete.
This is Antonio's document. Lin has another one
Jason requested new list from DuaneJason will distribute new listFOCUS on anyone with REFUNDS at this time -- so helpful is SOMEONE will step forward and run a list of students with credit balance and see if they are on the DUP PIDM listUrsula to review those with FIN AIDJames to continue to review and determine other merges to be done
Will get with Lin on Tuesday
WT report 09-15-2011.pdf
Term Start and End processes v8.4.doc
Students with less than 6 hours.xls
GO WITH LESS THAN 12 HRS.xls
Pending
Pending
Completed
Reviewed the registrar/records withdrawal steps. Marla will need to review the Fin Aid steps.Need to complete testing in PTEST8 to be sure Title IV is processing correctly
No information available on this at this time. Not sure what is needed to test. Can this be done in PTEST8?
Pending Demetria is working on it and will inform Mark
Lin is interested in seeing the various steps that are followed for at SUBR for processing refunds
Lin checked and did multiple types of queries.Option to search in Plus/SIS to see if they exist there and if so, see what additional information can be found that will help in the search in Banner.May want to write/run a pop sel that looks for specific SSN
Check with Ms. Willie
Michelle -- Must identify a group of users who will clean up this dataRecommended steps: Look in Banner, if another address type exists that is current and active (and not a PO Box) then "copy" this address to PR. If not found, look in SIS/Plus and see what can be usedContact student (phone, in class) and get
SENT to LIN 9/14 Pending
Urban Wiggins is working on it
Converted Higher One Numbers not f
Housing balance but not registered
Pending
SFRTMST Pending
Completed
Pending On going
Completed
Find out if it can be done, and if yesHelp set it upNot sure who to include, but briefly discussed
To be completed on Monday by James
Contingency plan: If Fin Aid can't be removed in a timely manner (Mon PM) then pop sel written and these students excluded from refunds this FIRST run
Get List of anyone with refund balance and Accepted Indicator NOT checkedPOP sel to EXCLUDE them from refundVerify if they made a payment?
Listing went out to Lin 09-16-2011
Run Process Urban and Dee will be Sunday 09-18-2011
Lin demonstrated how (refer to notes still on the wall in Moore Hall)Elaine: verify/fix/upda"L" codesDee: fix the other codes, including the refund dates (just this ONE time as Demetria is not available) and "end" the SFARSTS codes that are already in the tables/forms that we won't be using. Don't delete them right now. We'll fix that later
For all Withdrawn students (except No Shows) -- need to enter the appropriate Enrollment Status (SFAREGS) for the DATE they gave you their notification. Enter Withdrawal reason (need to build this table) if known. Then need to go into SFAWDRL and enter the withdrawal "effective date".
Jason sent a report, but it could not be opened. Requested another report be sent (9/16/11)
Ethnic Code Null.xls
Completed
SENT to LIN 9/14
Completed
Lin sent Terry more info. Done
Jason pulled list, got data from SIS, updated Banner PROD and is updating the 14th day report file 9/15/11. UNKNOWN to be reported for all those missing
SENT to LIN 9/14 Completed-Yvonne working with graduate school
Jason ran list (Lin has copy) James has file to test and see if this list can be shortened by loading some of the dataNew list will be run after updates are made
Yvonne working with graduate school
Compare with DUP PIDM list as these may not have loaded because system won't allow 2 records with same SSN
International students code must be set up. Check with Lin/ClearingHouse
Once identified and the ESTS/RSTS rules are build they must be reassesed (SFAREGS) so that they now show balance due
Partially Completed
Completed by 09-19-2011
Jason has an extract that he'll run to make batch updates to Banner. Amy missing -- left as "unknown" "null"
James to pull list from SIS. Jason to run missing list from Banner. Update banner. List of "unknown" to Yvonne
Pending must be loaded in banner
Lin document and send email to Jason, Marjorie, Duane & Eric
Ethnic Code Null.xls
AH Conv Invalid Grade Mode.xls
Missing BIO data combined lists.xls
DUE BY DATE AREA TASK OWNERS:
9/25/2011 Admissions Yvonne
Transfer Yvonne
Identify "OWNER" of Web studentIdentify "OWNER" of Action Line Contact:
9/20/2011 Tech copy transfer grade table to other institutions
9/22/2011 Reg Reg Error Report SFRRGAM? Urban Wiggins
9/30/2011 AR / Fees / Refunding Demetria George
9/20/2011 Graduation Lin
9/20/2011 Tech Jason Ordogne
9/20/2011 Tech Patch for class roster Jason Ordogne
Liin work with Yvonne and see about setting up comm planns and letter OUTLINES only. All are still being generated by PLUS but need to clean this up
Rebuild transfer grade table in PTEST8 for one institution
Graduation coruse for zero horus in order to "graduate:
Lin / James find out more
Demo / help set up list serv / commons /support desk accounts
to be determined (terry, duane, jason, or?)
Work with administration regarding refunds (90%) prior to start of classes. Banner doesn't accommodate this the same as Plus. None of the baseline Banner jobs for refunding look at the students "accept" registration (paid or confirmed they will be attending).
Send out notes on processing graduation applications and managing degrees
Update enrollment count scripts downloaded and run
TASKS: STATUS DOCUMENTATION
Try running this report in PTEST8, after the repeat (SHRRPTR) process is tested. See what your results are.
Lin to send to Dee and
Need to download patch from Support Desk. Need to apply patch to PTEST8. Dee need to verify working. Need to
Recommended