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