Georgia Enhancements 4.0 Redesign and Release Schedule

Georgia Enhancements 4.0 Redesign and Release Schedule Georgia Summit 1999 Marie Steed, Karen Nunn, Darylann Thomas and Deidre Crawford SIS Work Groups Records & Admissions Accounts Receivable Financial Aid Title goes here 1

Records & Admissions Ben Allen, Savannah State University Tonya Lam, Clayton College & State University Dee Minter, Macon State College Pat Neri, Georgia Perimeter College Tom Rose, Georgia Institute of Technology Shellie Sellers, Georgia Institute of Technology Katherine Sweeney, Augusta State University Tom Waugh, Macon State College Marsha Welch, Floyd College Debbie Williamson, Georgia Institute of Technology 40STF01 Dynamic Help To release updated Dynamic Help for all Georgia Enhancement forms Title goes here 2

40STF02 Georgia Transcript and Georgia Data on Web To provide Georgia transcript on Banner web Display dates Georgia requirements updated per new activity date added to ZOAGARP. Translate NCST codes from STVNCST to required or not required. Display number of CPC deficiencies by area from ZOAGARP. 40STF02 Georgia Transcript - Web (Con t.) Display number of Learning Support attempts from ZOALSAT Display immunization status and dates of immunizations from ZPAIMMU. Include semester summary strip data Title goes here 3

40STF02 Georgia Transcript - Web (Con t.) Display for applicants Display data regarding transcripts received on SOAPCOL -institutions and date received. Display Admissions Checklist items from SAAADMS. 40STF03 Transcript Self-Ordering Service To allow students to self-order transcripts via web Option to hold for grades Title goes here 4

40STF04 Degree Deficiencies Data on Banner Web Institutions enter text on SHADEGR regarding outstanding deficiencies for degree completion. This text should be displayed on a new Banner web page. 40STF05 Web Schedule of Classes Add additional search selections: By Course Name By Course ID By Department By Faculty Online/Distance Learning Enable search by campus. Title goes here 5

40STF06 Georgia Requirements Web Registration Warning Add new web page at point of Banner Student and Faculty/Advisor registration. Display requirements from ZOAGARP. Only display to Student if there is one Required code; always display to Faculty. 40STF06 Georgia Requirements Web Registration Warning (cont d) Status codes from STVNCST should be translated to "Required" or "Satisfied Should be rules driven to display (for example, omit CPE) Title goes here 6

40STF07 Fee Assessment Modification to Banner Web Add new procedure to baseline Banner Student web to enable students to apply Financial Aid in specified amount towards their tuition and fees for a given term. 40STF08 Learning Support Establishment Rules Form Increased flexibility in rules to establish Learning Support Add Effective term (from, to) Add and/or logic Title goes here 7

40STF09 Transcript Request Form Default max term registered into In-progress Cut-off term field 40STF10 Georgia Admissions Summary Data Form Consolidating summary screen that displays data needed to make Admissions decision based on Regents new Admissions Policy. User would only have to view one form instead of many. Title goes here 8

40STF11 Georgia Requirements Update Tracking Form Audit form for tracking updates to requirements in the Georgia Requirement block on ZOAGARP (similar to SFASTCA). Form would be display only and student specific. 40STF11 Georgia Requirements Update Tracking Form (Con t.) Audit information would include detailed data about each requirement such as create date, user, initial status. As each record is updated on ZOAGARP, a new record would be inserted into the Audit form with change information. Title goes here 9

40STF12 Georgia Requirements Form Add activity date per field in Georgia Requirement block Validate requirement status codes in Georgia Req. block against ZOANCST Move requirement deficiencies into Georgia Requirements block 40STF12 Georgia Requirements Form (Cont.) Total completions would be calculated automatically and displayed discretely for user Scroll D/U/D/U fields into horizontal window Title goes here 10

40STF13 Georgia Requirement Rules Form Create Requirement Y field to be rule-based. Add additional window to allow for creation of rules associated with requirements automatically created on ZOAGARP. A link should be placed on the bottom of the primary window to allow direct access to this rule block. 40STF13 Georgia Requirement Rules Form (Con t.) Move current ZOAGARE form to additional window on this form. A link should be placed on the bottom of the primary window to allow direct access to this rule block. Add effective term (from, to) Title goes here 11

40STF14 Georgia Requirements Desired Courses Form Combine ZOACPCD and ZOALHCD forms into one Georgia Requirements Desired Courses Form Add Effective term (from, to) 40STF15 Georgia Requirements Fulfilling Course Form Combine ZOACPCF and ZOALHCF forms into one Georgia Requirements Fulfilling Courses Form Add Effective term (from, to) Title goes here 12

40STF16 Georgia Requirements Used Courses Form Combine ZOACPCU and ZOALHCU forms into one Georgia Requirements Used Courses Form Add Effective term (from, to) 40STF17 High School/Adm. Index Calc Form Auto-update ZOAGARP for CPC completions and deficiencies Auto calculate Admissions Index Display an error/warning flag if a high school code exists on a student when trying to put in a high school code. Title goes here 13

40STF18 Georgia Immunization Rule Form Provide rules form for evaluating when and what immunization status should default to Admissions checklist from ZPAIMMU Automatically update Admissions checklist 40STF19 Index Calculation Rules Form Provide ability to add advanced formulas to include higher order polynomial equations. Title goes here 14

40STF20 Learning Support Attempts Tracking Form Move number of attempts and activity date into top block of form 40STF21 Requirement Status Translation Form Validate each requirement on ZOAGARP for proper NCST code based on rule built here associating each NCST code with one or multiple NCRQ codes. Add active/inactive designation on each code Add effective term (from, to) Title goes here 15

40STF22 Georgia Prior College Form Automatically summarize attempted hours from all prior colleges Add checkbox for Primary Institution and ability to collect multiple prior degress from one institution. Data entered on this form should be moved into SOAPCOL tables for use in Admissions checklist and other baseline processing. 40STF23 Residency Information Form Ensure validity of corresponding data between ZOARESI and SAAADMS. Modify form to allow Native Language Add functionality to enter State of Origin (if not equal GA) Title goes here 16

40STF24 Advanced Index Calculation Rules Form Provides the ability to add advanced formulas to include higher order polynomial equations. 40STP01 EDI Transcript Exchange Provide a means for electronic exchange of transcript data and upload to Banner Institutions will have an additional option for transcript transmittal. The Georgia Transcript Request Form (ZHARQTC) currently has a parameter to allow specification of transmittal via EDI. Title goes here 17

40STP02 Regents' GPA Calculation Process Allow user to calculate Regents GPA for students with multiple levels in one run of process. User would specify level(s) as runtime parameter on GJAPCTL. Automatically recalculate Regents GPA with grade changes. 40STP03 Learning Support Attempts Update Process To maintain data integrity by avoiding accidental overincrementation of attempts. This process should only be run in update mode 1 time per term. If an institution attempts to run this process additional times, a warning should be generated. Title goes here 18

40STP04 Legislative Requirements Update Process Transfer work to be included in evaluation of History/Constitution requirement satisfaction and improve data integrity of used transfer courses. 40STP05 Admissions Index Calculation There should be a pop-up window with an error message indicating when more than one high school code exists. For applicants with multiple high schools, an index is not calculated. Provide ability to add advanced formulas to include higher order polynomial equations. Title goes here 19

40STP06 Georgia Generic Hold End/Delete Process To allow user to end/delete any hold (per specification in run-time parameter) Currently, there is a Georgia Generic Hold Set Process (ZPRHOLD). This modification would provide a corresponding process to end or delete a specified hold. 40STP07 Generic Test Load Process Provide a generic test load process User could execute one process to load test data for various test codes into SORTEST. Title goes here 20

40STP08 Georgia Grade Mode Registration Evaluation Process If a student has a CPC requirement on ZOAGARP and is enrolled in a CPC fulfilling course but not with a CPC grade mode, the grade mode would be modified for that course. 40STP09 Job Submission Users could submit Banner jobs through job submission and select the start time of the job. When submitting the job, the user would simply enter the start time in the Submit Time field of the GJAPCTL form in a 24 hour clock format. Title goes here 21

40STP10 CPE Results Update Process Correct inefficient code 40STP11 Advanced Admissions Index Calculation Provides the ability to process advanced formulas to include higher-order polynomial equations. Can process any polynomial equation (including multiplication, exponents, square roots, etc.) using any number of Banner data elements from any table or view. It also can perform user-defined validations on each Banner data element and print user-defined error messages to explain which data element is missing or invalid for the applicant on the report. Title goes here 22

Georgia Enhancements 4.0 Redesign Financial Aid Deborah Barbone, North Georgia College & State University Lisa Baldwin, Valdosta State University Pat Barton,Clayton College & State University Elise Boyett, Georgia Southern University Suzanne Buttram, Georgia College & State University Cathy Crawley, Georgia College & State University Marie Mons, Georgia Institute of Technology Tommy Moore, Valdosta State University Title goes here 23

40FAF01 Hope Eligibility Form Add functionality so that you can delete and re-accumulate from the Accumulation screen Entire HOPE record could be deleted so that the process would automatically set up. 40FAF01 Hope Eligibility Form (Con t.) User could access High School records of attendance prior to making the transfer freshman student automatically eligible for the HOPE Grant. Title goes here 24

40FAF01 Hope Eligibility Form (Con t.) Modify to check and handle home schooled students, joint enrollees, and special admits from nonaccredited schools through the updated ZORRULE for special population groups 40FAF01 Hope Eligibility Form (Con t.) Automatic update on CLEP or audit courses to not be included in Hours or GPA for HOPE. Link to SHATERM, SHATRANS, and SHATAEQ Link to GSFC for HOPE Web page. Title goes here 25

40FAF01 Hope Eligibility Form (Con t.) Set up an automatic flag for repayment by student if student changes or signs up for an audit class. If student status changes to audit, then flag and indicate that funds are to repaid by student 40FAF01 Hope Eligibility Form (Con t.) Automatic recalculation of HOPE and Pell disbursements if the student adjusts class schedule. Option of utilizing reported hours rather than attempted hours for the student. User could insert a new record within the transfer block and not lose existing data. Title goes here 26

40FAF02 SAP (& HOPE) Alternative Grade Code Form User could view any previously earned degrees and prevent misappropriation of HOPE funds. User could view hours of eligibility remaining for HOPE grant. 40FAF02 SAP (& HOPE) Alternative Grade Code Form (Con t,) User would have the option of listing transfer credit hours earned at schools previously attended. Institutions that do not recognize transfer work may use this GaMod form to update transfer hours. Title goes here 27

40FAF02 SAP (& HOPE) Alternative Grade Code Form (Con t,) Add new row to recognize transfer grades on the ZHASGRD form. Clone SHATGRD so that school can setup rules for Hope enhancing ZHASGRD 40FAF02 SAP (& HOPE) Alternative Grade Code Form (Con t,) The addition of a HOPE column to ZHASGRD will enable the User to update or modify rules for HOPE without using SHATGRD Title goes here 28

40FAF03 HOPE Security Form Administrators within each financial aid office may determine who has access to update student s HOPE file. 40FAF04 HOPE Rules Form Financial Aid Staff could define Georgia residency before awarding student HOPE funds Allows for specific definition of special groups Title goes here 29

40FAF05 Source/Background Institution Query Only Form User can search previously attended institutions by description Georgia Enhancements 4.0 Redesign Title goes here 30

Accounts Receivable Scott Bailey, Clayton College & State University Ron Carruth, Georgia Perimeter College Donja Enfinger, Georgia Southwestern State University Dan Harrell, Armstrong Atlantic State University Van Hope, Georgia Perimeter College Traycee Martin, Valdosta State University Carol Payne, Georgia Institute of Technology Jeff Preston, Bainbridge College Tom Saunders, Coastal Georgia Community College Kim Thompson, Georgia Southern University Russ Williams, Macon State College 40ARP01 Fee Waiver Report To aid in pulling report information for auditor at year end, as well as aiding internal balancing each semester. Report should allow user to specify how the institution tracks exemptions and report on the students and dollars processed each term. Title goes here 31

40ARP02 Clearing Account Reconciliation Design a report that will help reconcile clearing accounts on Banner versus clearing accounts on CUFA. Aid in weekly/monthly/yearly reconciliation between Banner and CUFA. 40ARP03 Revenue Reconciliation Report Design a report that will aid in reconciling revenue on Banner to revenue on CUFA. The report should be based upon the number of students taking number of hours equals the total dollars, while considering balance column in TSAAREV students may be enrolled but not paid. Title goes here 32

40ARP04 CUFA Accounting Interface Process Modify the CUFA interface process to give total controls between TGRFEED and ZORAPAY. This is to show what should have fed versus what is in the fed file. To aid in verifying that all accounting information from Banner is being fed properly to CUFA. 40ARP05 Receipt Listing Develop a report in receipt number order/detail code order To provide needed detail for auditors at year end, as well as information for business office at other times during year. Title goes here 33

40ARP06 CUFA Distribution Process When process does not clean up properly, or loses data, Banner and CUFA records do not balance and much time is spent looking for information. The process should run and clean up properly regardless of size or number of records in the file created from ZURAPAY in relationship to GURAPAY. 40ARP07 Non Resident Alien Process to identify non-resident alien students and print 1042 forms. Currently, non-resident aliens are identified and reported by hand at institutions. This process will cut down on manual labor and time spent by individuals and offices. Title goes here 34

40ARP08 ACH/Campus Card and Direct Deposit Generic interface file that will work regardless of vendor product selected. This would allow checking/authorizing between Banner and the card software. Make availability of funds to students more quickly; would cut down on the number of checks to be issued by the business office each term. 40ARP09 Enrollment Report by Term Develop a report for enrollment by term with fees paid and fees due. Currently calculated by hand this would save time when pulling audit information as well. Title goes here 35

40ARP10 Bookstore Interface Interface for point of sale system Interfaced with Voice Response Interface with the web product 40ARF01 International Information Form To collect data needed to print Federal 1042 forms for nonresident alien students Reduce manual data manipulation/compiling to meet federal filing/reporting deadlines. Title goes here 36

Next Steps Technical Users Group RCO Cross Team Functional Modeling By EAS Student Applications Workgroup and SIS Review Of Functional Modeling Release Schedule Key Dates April 1, 2000 Release Banner baseline to beta test sites July 1, 2000 Release Georgia Enhancements to beta test sites September 1, 2000 General Release Announcement To Be Announced Migration Complete By Institution Title goes here 37