Transcript SCT Update for CCAD - Monroe Community College

The Banner System
An Overview
Banner is the software
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SCT is the leading global provider of e-education
technology solutions for institutions of all sizes
and levels of complexity.
Banner is completely integrated to handle all of the
administrative functions of higher education.
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Multi-system database
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Banner is a multi-system database.
Each system contains modules that store
information.
Some information is shared by each system
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Reduce data entry
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Prevent errors
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Allow queries and reports using information from all
systems
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Banner concept
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One database
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Multiple systems
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Advancement
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Finance
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Financial Aid
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Human Resources
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Student
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General
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User sets security
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Each system contains specific information that is
relevant to that area and is protected by security
restrictions.
Advancement users determine who can have
access (update or query) to Advancement
information.
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Shared Information
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ID’s identification numbers
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Names and name types
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Addresses
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Phone numbers
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E-mail
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Marital status
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Deceased and confidential flags
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Integration
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ID’s and pidms
ID
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Format – what format will be used
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Generation –Banner generates a unique number
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SSN – can this be printed on documents
Pidm “Personal identification master”
Internal, unique number assigned to each piece of
information in the system
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Share Data
Why share data
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Data that is common to many systems is stored in
one place
Shared data is consistent across all systems and
is entered only once
Data from multi systems can be combined for
effective reporting
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Issues of shared data
Who owns the data and who assumes responsibility
for:
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Accuracy
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Data entry standards
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Entering changes
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Varying system requirements
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IDEN forms
Each system has an IDEN form where the name and
address information are created an updated
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APAIDEN, SPAIDEN, FOAIDEN, PPAIDEN, RPAIDEN
Each AIDEN form is slightly different.
APAIDEN shows cross referenced spouse
Other AIDEN forms show only one person
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Form naming conventions
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Each letter of the form has a meaning.
Understanding the letters can help you understand
the use of the form.
Forms that begin with “A” are advancement forms
“S” are student, “F” are finance forms
Forms that begin with “G” are general forms and
are used by all systems
GUASYST, GTVLETR
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Integrated database
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Data Standards
Policies need to be determined with other
departments
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Student, financial aid, finance, human resources
regarding updates to names, address types,
indicators
Format and data entry standards need to be
developed to insure consistency, punctuation,
abbreviations
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Duplicate Records
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Policies and operational procedures need to be
developed regarding the handling of duplicate
records
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How to find duplicates
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How to resolve “dupes” when they exist
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How to train new staff
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How to prevent duplicates
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Documentation
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Documentation for the current system needs to be
reviewed and current processes need to be
evaluated
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Good time to streamline and make changes
Best practices.
Documentation needs to be created for Banner
processes. Used to train existing and new staff.
Need to document decisions made during training
process. Decision log.
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Reports
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Banner provides some standard reports that are run from
job submission process
Population selection process allows you to select records
from the database to be used in standard reports, letter
generation process, or transfer to Excel
Letter generation process used for receipts, thank you
letters, other letters or reports
Ad hoc reports generated via ODBC compliant report writer
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Ad hoc reports
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As we progress through the training, make a list of
the reports that you will need.
Work with technical staff to prioritize these reports
so that they will be available at conversion.
Other report needs can be determined after
conversion.
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Upgrades and Enhancements
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SCT provides upgrades to Banner when
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Federal regulations require (Financial Aid)
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Industry standards require (VSE/CFAE)
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Errors detected. Point releases. 5.1, 6.2
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Major upgrades to system are indicated by increase
of number 5.0 to 6.0
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Upgrades and Enhancements
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Each time a change is made to Banner, SCT
provides Release Guides that document the
changes in the version.
Test these releases with IT staff
Conversion team needs to continue to work
together after the completion of the
implementation.
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Action Line and Listservs
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SCT action line provides support to Banner clients
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www.sct.com
Action Web log-in
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Listservs for each system
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Balumni
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To sign up, e-mail
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Email to [email protected]
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In message, subscribe balumni (your name)
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Advancement System
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Advancement Modules
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Constituents
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Organizations
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Campaigns
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Designations
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Pledges
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Gifts and Pledge Payments
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Prospect Management
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Advancement Modules (cont)
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Gift Society
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Membership
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Solicitor Organization
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Events Management
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Advancement Self-Service
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Self Service for Alumni and Friends
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Self-Service for Advancement Professionals
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Validation Tables
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Banner is table driven
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Tables hold the various values that can be used
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ATVDONR has the VSE/CFAE values
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ATVXREF has the cross-reference values
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Some tables have specific Banner values, others are
determined by user
Tables that begin with “A” are advancement. “S”
tables are shared. “F” tables are finance.
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Constituent Module
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Stores basic ID information
Names, ID’s addresses, e-mail
Stores biographical information
Gender, birth date, age, ethnicity
Stores other information
Cross references, interests
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Constituent Module (cont)
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What defines a constituent
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A constituent must have at least one donor category
and a preferred address. If the constituent is an
alumnus, then he must have a college code and
class year
Persons as well as non-persons can be constituents.
Organizations, corporations, foundations
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Constituent Module (cont)
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A person or organization must be a constituent in
order to process additional information retained in
the Advancement module.
Gifts, pledges, memberships, or to be tracked as a
prospect.
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Organization Module
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Organizations, like persons, must have a donor
category code
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For organizations, Banner stores
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Donor category code, primary contacts, secondary
contacts, matching gift information, cross references
to employees
Financial information, activities, relationships to
others, funding areas
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Campaigns
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Should reflect the structure and priorities of your
fund raising efforts
Should represent an over-all fund raising strategy
over a period of time
Tracks gifts and pledges
Flexible Provides on-line, up to the second
reporting
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Campaigns (cont)
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Cornerstone of Banner reporting
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Monitors progress of fund-raising goals
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Must be developed before gifts and pledges can be
processed.
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Designations
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Directs the gift or pledge to a specific account
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Specifies a purpose for the gift or pledge
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Must be associated with at least one campaign
before a gift can be processed
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Provides purpose for VSE/CFAE reporting
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Interfaces with Finance
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Pledges
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Add and maintain pledges
Store installment plans and solicitation
information
Mass entry of similar pledges
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Gift and Pledge Payment
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Record and track gifts and pledge payments
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Enter matching gifts
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Interfaces
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There are three interfaces to other Banner systems
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Feed to Banner Finance
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Passes gift and/or gift and pledge information Finance
Requires FOAPALS in Finance
Feed with Human Resources if donor wants funds
taken from paycheck
Student to Advancement
Makes new grads alumni
Advancement can select students on credit hours
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Prospect Management
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Allows Advancement to manage the relationship
between the donor and the institution
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Assignment of staff with different roles
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Rate the prospect in different ways
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Track contacts made with a prospect
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Embed call reports in Banner contacts
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Prospect Management
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Tools
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Create strategic plans for prospect – moves
management
Create and track proposals
Available via Self-Service for Advancement
Professionals (web product)
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Gift Society
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Allows institution to recognize donors at various
levels
Institution determines rules for recognition for gift
society membership
Facilitates the preparation of the honor role of
donors
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Membership
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Allows an institution to track constituent’s
involvement in membership programs
Maintains dues payments, generates reminders
and renewal notice mailings
Provides a dues payment acknowledgement
process
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Solicitor Organizations
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Track results of solicitation efforts
Give appropriate credit to solicitation effort
responsible for the gift
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Give credit to solicitor who contacted the donor
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Track responses to solicitation efforts
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Compare results of solicitation efforts over time
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Event Management
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Allows institution to track participation and
attendance at events
Part of the general system and can be used by
other Banner systems
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Alumni Self Service (web)
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Each Banner system has a self-service product
Alumni Self-Service allows communication
between the constituents and the institution
Allows for job posting, mentoring involvement,
tracking of interests
Allows for change of address and select other
information direct to Banner database (with audit)
Allows for pledges and gifts via the web
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Self-Service for Advancement
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Allows for creation of constituent profiles on line
Allows processing of contact/call reports via the
web
Allows creation of population selections
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Action Line and Listserv
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SCT action line provides support to Banner clients
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www.sct.com
Action Web log-in
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Listservs for each system
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Balumni
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To sign up, e-mail
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Email to [email protected]
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In message, subscribe balumni (your name)
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Consultant
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Julia A. Paris, Functional Consultant
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Banner Advancement
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SCT Consulting Practices
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(
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Office: 434.946.1060
Cell:
434.851.2767
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+ [email protected]
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: Wwww.sct.com
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Leadership-Choices-Excellence
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Self-service for students,
faculty and staff
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Exchange information
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Automate actions
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Integrate learning
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Microsoft TCO
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Easy to deploy
Ease of communication
Access information
Manage the big picture
Text
Text
Text
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