Implementation Minutes

Financial AidTeam

FA Notes from Common Functions

Date:__12/15/08______

Meeting Information

Facilitator / Anna Swanson
Note Taker / Chris Crandon
Attendees / Debbie Kightlinger, Carol Claiborne, Chris Crandon, Robin Lee, Angela Melton, Donna Levine, Cheryl-Ann Fogle, Angela Ezell, Tabitha Huskey

<Topic Title>

Relevant Training/Discussion Highlights: / We will probably need access to student holds, SOAHOLD, like diploma, enrollment, transcripts,defaulted loans, and etc.
GAPs Identified:
Decisions Made:
Decisions Required: / Yes, will we have access to student holds?
Other Issues and Concerns:

Action Items / Assignments

Description / Owner / Deadline
Because of the need to track exit briefing, we will need to have access to holds in student for the above mentioned.

<Topic Title>

Relevant Training/Discussion Highlights: / There is a lock indicator on ROAHOLD. If this is checked no other user can change or remove that hold. Anna does NOT recommend using the lock indicator.
GAPs Identified:
Decisions Made:
Other Issues and Concerns:

Action Items / Assignments

Description / Owner / Deadline

<Topic Title>

Relevant Training/Discussion Highlights: / We will need access to TGTHOLD, A/R form, so that we can batch post the exit briefing holds.
GAPs Identified:
Decisions Made:
Decisions Required: / Yes, will we have access to this?
Other Issues and Concerns:

Action Items / Assignments

Description / Owner / Deadline

<Topic Title>

Relevant Training/Discussion Highlights: / HOMEWORK: Review the pre-set up FA holds that Anna has posted on the Banner web site. When we do testing we will add others or delete if we don’t want some of the ones that are there.
GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and Concerns:

Action Items / Assignments

Description / Owner / Deadline
Done

<Topic Title>

Relevant Training/Discussion Highlights: / HOMEWORK: Submit end user documentation to Anna. This will be documentation that we can use to train new employees.
GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and Concerns:

Action Items / Assignments

Description / Owner / Deadline
Done

<Topic Title>

Relevant Training/Discussion Highlights: / For OHLAP, we can put an end term when they are set up as a contract. This will help us track when their OHLAP expires. We should also put these in a user defined field.
GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and Concerns:

Action Items / Assignments

Description / Owner / Deadline

<Topic Title>

Relevant Training/Discussion Highlights: / Ignore ROPUSER-this form is no longer used.
GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and Concerns:

Action Items / Assignments

Description / Owner / Deadline

<Topic Title>

Relevant Training/Discussion Highlights: / Continually keep in the back of our minds what we can Batch Post
GAPs Identified:
Decisions Made: / Ongoing
Decisions Required:
Other Issues and Concerns:

Action Items / Assignments

Description / Owner / Deadline
Let Anna know as we test.

<Topic Title>

Relevant Training/Discussion Highlights: / Keep logging and holds in the back of our minds as we go through training and testing.
GAPs Identified:
Decisions Made: / Ongoing
Decisions Required:
Other Issues and Concerns:

Action Items / Assignments

Description / Owner / Deadline
Let Anna know.

<Topic Title>

Relevant Training/Discussion Highlights: / HOMEWORK: Watch the Captivates and Show Me’s in the training materials on the W: drive as we go along in training on the different topics.
GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and Concerns:

Action Items / Assignments

Description / Owner / Deadline

<Topic Title>

Relevant Training/Discussion Highlights: / HOMEWORK: Review the holds on RTVHOLD and let Anna know if there are any changes.
GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and Concerns:

Action Items / Assignments

Description / Owner / Deadline
Done for now but this is ongoing.

<Topic Title>

Relevant Training/Discussion Highlights: / Review the comment types on RTVCOMM.
GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and Concerns:

Action Items / Assignments

Description / Owner / Deadline
Done for now but this is ongoing.
SunGard Higher Education – Confidential & Proprietary
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