Foothill DeAnza Community College District

Banner Financial Aid

Consulting Workshop 3

Agenda

Consulting Topics

  • New Year Roll process and setup
  • Pre-Go Live Tasks
  • Review all validation and rule forms in all Financial Aid Modules
  • Validate developed procedures

Meeting Logistics

Item / Description
Date / December 1-3, 2009
Time / 8:30am – 4:30 pm
Location / TBA

Attendees

Role / Name
Facilitator / Carol Linsley, Senior Functional Consultant
Recommended Participants /
  • Financial Aid Implementation Team
  • Technical staff responsible for support of Banner Financial Aid
  • Financial Aid Implementation Team
  • Technical staff responsible for support of Banner Financial Aid
  • Person(s) responsible for decisions and day-to-day operations on the predetermined topics.

Pre-Work

  • Obtain the following training materials.

(Print or have available electronically during the workshop.)

Reference Materials / File Name
Workbooks / As defined in prior training visits
PowerPoint
Presentations / As defined in prior training visits
Financial Aid User Guide / As defined in prior training visits
SunGard Handbooks / As defined in prior training visits
SunGard Checklist / Banner 8 New Year Roll Checklist

Purpose

  • The purpose of thisconsulting workshop is to review any prior topics, facilitate any decision making and building of rule and validation tables as well as begin testing process flow.

Agenda Topics

Day 1 Tuesday December 1, 2009

Topic / Time
  • Agenda review
  • Validate Developed Procedures
  • Task Log Review
/ 8:30 – 12:00 p.m.
Lunch / 12:00 – 1:00 p.m.
  • Process Review
  • Validate Developed Procedures
  • Daily wrap-up
/ 1:00 – 4:30 p.m.

Day 2 December 2, 2009

Topic / Time
  • New Year Roll in TEST8
/ 8:30 – 12:00 p.m.
Lunch / 12:00 – 1:00 p.m.
  • New Year Roll in TEST8
  • Daily wrap-up
/ 1:30 – 4:30 p.m.

Day 3 December 3, 2009

Topic / Time
  • Additional Topics Review as Identified
/ 8:30 – 12:00 p.m.
Lunch / 12:00 – 1:00 p.m.
  • Additional Topics Review as Identified
  • Review of follow-up issues
  • Assignments for next visit
  • Workshop wrap-up
/ 1:00 – 4:30 p.m.

Post Trip Client Assignments

Action Item
Refer to the FA Task Log and Trip Report for specific rule and validation tables that need to be completed.

Document History

Revision Record

Number / Date and Sections / Author / Notes
1.0 / November 15, 2009 / Carol Linsley / Agenda Creation
SunGard Higher Education - Confidential & Proprietary
Financial Aid Training Agenda / Page 1 of 3
27-Sep-18