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Enterprise Information Systems (Banner) Projects

Affiliates Access (completed)
Banner Directory Services Support
Banner Interim Releases (completed)
Banner Portlets
BUD II (Banner Budget and Position Control)
Clean Address Implementation (completed)
Early Alert System Design (completed)
Educational Opportunity Program Banner Integration (completed)
Enhanced Business Practices - Check Writing (completed)
Enhanced Business Practices - Check Writing Phase II
(new)
Network Access Port Database (new)
OCHE / UMA2B Data Warehouse
Open Enrollment/Choices ('08)
Open Enrollment/Choices ('07)
(completed)
Pandemic Planning Address Request (completed)
Query Dashboard Extract from Banner(completed)
 

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Affiliates Access

Jan Pruyn/Mac McComas, project leaders

Modify the Banner system for better management of granting/maintaining electronic access privileges for Faculty Affiliates and Non-Faculty Affiliates.  This will involve creating a Banner Affiliates Table of data, modifying Cyberbear to allow Affiliates to maintain their Personal Information on Banner, and modifying the feed to the OID (Directory Services database) to select Affiliates based on data stored in the new Affiliates Table.

Status report 4 (Word) (2/22/08)
Status report 3 (Word) (12/20/07)
Status report 2 (Word)
(11/7/07)
Status report 1 (Word)
(9/12/07)

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Banner Directory Services Support

Jan Pruyn, project leader

Ongoing support to related to the interface between Banner and Directory Services, primarily the data feed to the Oracle Information Directory (OID).

Status report 4 (Word) (6/1/07)
Status report 3 (Word) (5/1/07)
Status report 2 (Word)
(2/22/07)
Status report 1 (Word) (2/22/07)

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Banner Interim Releases

Jan Pruyn/Greg Wickes, project leaders

Banner interim releases are provided by Sungard Higher Education after the Banner V7.0 Release. These interim releases are needed to correct problems in current releases and to provide new functionality in some areas. Releases include the following: General 7.3.1, General Web 7.3, Web Tailor 7.3, Finance 7.2, Finance Web 7.2, HR 7.2, POSN 7.3, Pay Web 7.3, Student 7.3.1, Student Web 7.3.1, Faculty Web 7.3.1, A/R 7.3 and Financial Aid 7.7

Project Completed

Status report 4 (Word) (3/23/07)
Status report 3 (Word) (3/23/07)
Status report 2 (Word) (2/23/07)
Status report 1 (Word) (1/27/07)

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Banner Portlets

Jan Pruyn/Ron Righter, project leaders

Development of a group of procedures that will extract selected data from the Banner database. These extraction procedures will be called from the Portal to display dynamic information for individuals logging into the Portal.

Status report 6 (Word) (2/18/08)
Status report 5 (Word) (9/12/07)
Status report 4 (Word) (7/16/07)
Status report 3 (Word) (6/25/07)
Status report 2 (Word)
(3/23/07)
Status report 1 (Word) (1/27/07)

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BUD II (Banner Budget and Position Control)

Karen Hunt , project leader

The focus of the BUD II project is to improve payroll, budget, reporting and encumbrance efficiencies. This is a continuation of the previous project (BEE-O).

Status report 2 (Word) (5/10/07)
Status report 1 (Word) (2/22/07)

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Clean Address Implementation

John Thunstrom/Colette Kirsch, project leaders

Clean Address is used to improve the address information input by both students and staff to the Banner product.  This will improve communication and cut down on return mail costs.

Project Completed

Status report 3 (Word) (11/5/07)
Status report 2 (Word)
(9/12/07)
Status report 1 (Word) (7/16/07)

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Early Alert System Design

John Thunstrom, project leader

Banner's mid-term grading functionality will be used to identify and notify students in 100- and 200-level courses who are performing poorly after three weeks of the semester. This is a retention effort supported by the Provost, Registrar and retention committee.

Project Completed

Status report 2 (Word) (11/7/07)
Status report 1 (Word)
(9/12/07)

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Educational Opportunity Program Banner Integration

John Thunstrom, project leader

Develop tables, forms, and processes for inclusion of the Educational Opportunity Program’s data storage, entry and reporting needs within the Banner product.

Project Completed

Status report (Word) (6/25/07)

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Enhanced Business Practices - Check Writing

John Thunstrom/Karen Hunt, project leaders

Review process for writing checks for Accounts Payable, Payroll, and Student Refunds to assess potential solutions for in-house check writing and electronic disbursements. The original problem arose from the realization that the current hardware used for writing student refund checks is rapidly reaching the end of its life cycle. The solution includes potentially purchasing new hardware/software to increase the ability of the University to write its own Payroll and Accounts Payable checks in addition to Student Refunds, and to deliver money to all stakeholders electronically if they desire.

Status report 9 (Word) (2/18/08)
Status report 8 (Word) (7/18/07)
Status report 7 (Word) (6/22/07)
Status report 6 (Word)
(6/1/07)
Status report 5 (Word) (5/21/07)
Status report 4 (Word) (5/7/07)
Status report 3 (Word) (4/6/07)
Status report 2 (Word)
(3/23/07)
Status report 1 (Word) (2/12/07)

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Enhanced Business Practices - Check Writing Phase II

We have purchased an eVisions software solution for writing Accounts Payable, Payroll, and Student refunds for the UM – Missoula campus as Phase I of this project.  Phase II has the task of using the product and hardware we have purchased to enable us to print student refund checks for the three affiliated campuses, which are currently relying on the antiquated printer.

Status report 1 (Word) (2/18/08)

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Network Access Port Database

Karen Hunt , project leader

Conversion of a prototype database maintained by Telecommunication Services to an enterprise class system that can track requests and assignment of network ports and be used for billing and reporting.

Status report 3 (Word) (2/18/07)
Status report 2 (Word) (11/7/07)
Status report 1 (Word) (9/24/07)

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OCHE / UMA2B Data Warehouse

Peter Weckesser / Gary Trethewey, project leaders

Development of a data warehouse that will provide the Office of the Commissioner of Higher Education a repository of data from all schools in the Montana University System for the purpose of generating financial reports.

Status report 4 (Word) (11/7/07)
Status report 3 (Word) (9/12/07)
Status report 2 (Word) (7/18/07)
Status report 1 (Word) (2/8/07)

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Open Enrollment/Choices '08

Karen Hunt, project leader

Make changes identified by the Human Resource staff to Choices Open Enrollment for 2007.

Status report 4 (Word) (2/18/08)
Status report 3 (Word) (12/19/07)
Status report 2 (Word)
(11/7/07)
Status report 1 (Word) (9/24/07)

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Open Enrollment/Choices '07

Karen Hunt, project leader

Make changes identified by the Human Resource staff to Choices Open Enrollment for 2007.

Project Completed

Status report 8 (Word) (7/18/07)
Status report 7 (Word) (6/25/07)
Status report 6 (Word)
(5/11/07)
Status report 5 (Word) (5/1/07)
Status report 4 (Word) (3/26/07)
Status report 3 (Word) (3/2/07)
Status report 2 (Word)
(2/23/07)
Status report 1 (Word) (2/12/07)

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Pandemic Planning Address Request

Mike Jensen/John Thunstrom, project leaders

The Pandemic Flu Planning Committee has been tasked with readying The University of Montana for an imminent bird flu crisis.  As part of the planning, the committee has determined that the need for correct address and contact information is of the utmost importance.  In order to have as accurate and up to date information as possible, they have requested a modification to the Cyberbear web product that will force the student to give information before being allowed to register.

Project Completed

Status report 5 (Word) (7/16/07)
Status report 4 (Word) (4/20/07)
Status report 3 (Word) (4/6/07)
Status report 2 (Word)
(3/23/07)
Status report 1 (Word) (2/12/07)

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Query Dashboard Extract from Banner

Jan Pruyn / Ron Righter, project leaders

Development of a data dashboard for use in sending targeted messages via the OneStop messaging system. Users will be able to check criteria on the dashboard identifying individuals to whom such messages are to be sent.  Banner will be queried using the criteria as entered by the users, to return to OneStop a list of NetIDs of individuals meeting the criteria.

Status report 3 (Word) (2/22/08)
Status report 2 (Word) (11/7/07)
Status report 1 (Word)
(9/12/07)

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