Transcript Session Rules of Etiquette

Banner 8 Unified Product Release
Multiple-Year Encumbering for Grants
• Tracks labor and fringe encumbrances over the life of
the grant
—Identifies grant-related job labor distributions on
employee job records
—Utilizes Banner Finance grant associated dates with
grant-related job labor distributions
—Calculates grant-related salary encumbrances within a
fiscal year, across fiscal years, or for multiple years
—Feeds the calculated encumbrance to Banner Finance
for entire period
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Banner Travel and Expense Management
*******add on product
• Maintains a comprehensive, one system
of record for all associated travel and
expense activity across the institution
— Automates travel and expense reporting
— Enables improved processes
— Increases employee awareness of
expense policy
— Enables stricter controls over spending
— Leverages your investment in Banner
Finance, HR, Workflow, Xtender, and
Luminis Platform
— Enables your institution to deliver
superior travel-related customer service
across the entire institution
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Algorithmic Packaging Financial Aid
• Enables the use of algorithms to extend and enhance
financial aid packaging capabilities
— Targets the right dollars to the right students
— Automates the financial aid process
— Meets or exceed desired yield rates
— Leverages scarce financial resources
— Automates complex packaging scenarios
— Aligns award offers to institution’s awarding philosophy
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Enforcing Compliance
Enforcing Compliance
• Ensures compliance to regulatory, funding, audit,
and business process rules
— Proposal Development and Electronic Submission
— Effort Reporting and Labor Redistributions
— Faculty Load and Compensation
— Benefit/Deduction Combined Limit Processing
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Banner eProposal Management
****add on Product
• Manages the sponsored research
activity of proposal development and
submission
— Provides Proposal Development Portfolio
• Proposal Description
• Proposal Forms
• Proposal Budget
— Integrates with Grants.gov
— Supports private proposal funding and
submissions
— Supports configurable, electronic
approvals
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Effort Certification and Labor Redistributions
• Automates functionality with effort certification and labor
redistributions to facilitate compliance
— Facilitates OMB A-21 compliance using the “after the fact
method”
— Enables Employee Self-Service effort reporting review and
certification
— Automates routing and approvals for effort reporting and
labor redistributions
— Maintains history for audit purposes
— Incorporates Luminis channels
— Leverages XtenderSolutions to manage documentation
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Automated Faculty Load and Compensation
• Improves integration between Banner
HR and Banner Student for faculty
assignments
— Enables ability to use for all faculty:
adjuncts, part time, and full time
— Configures and automates
compensation calculations
— Creates/maintains faculty job
assignments
— Provides Employee Self-Service faculty
view of compensation components
— Manages contracts through Banner
XtenderSolutions (optional)
— Enables email notifications through
Workflow (optional)
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Benefit/Deduction Combined Limit Processing
• Provides the ability to grant individual deduction
limits, combined limits, or annual compensation
limits
—Incorporates items such as 403(b), 401(k), 457(b) plans
and Registered Retirement Savings Plans (RRSP)
—Defines employee, employer, combined, and annual
compensation limits separate from benefit/deduction
codes through new Combined Limits rules
—Assign Combined Limits codes to benefit/deduction
codes on employee’s deduction record, which can be
overridden
—Accommodates employee and employer flat amounts
and percentages with matching and annual limits for
each through new Calc Rules
—Works in conjunction with Associated Deductions logic
to accomplish institution-specific design
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Managing Capacity
Managing Capacity
• Increases ability to manage enrollment
and access demand
— Course Wait Listing
— Incomplete Grade Processing
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Course Wait Listing
• Manages student course waitlist eligibility and status
based on configurable rules
— Provides registration conflict checking before adding
to waitlist
— Enables configurable rules for waitlist position priority
— Enables configurable time limit for status change
— Manages the movement of students from the waitlist to
registered status as seats become available in
previously closed course sections
— Automates student notification when seat opens
— Enables Student self-service waitlist status and
position look-up
— Enables Faculty self-service waitlist status and
position look-up per class
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Incomplete Grade Processing
• Automates the process for incomplete
grade changes based on institutionbased policies and practices
— Allows Registrar to define default
permanent grades and time limits
— Converts incomplete grade automatically
in permanent history records after time
expiration
— Displays default grade and expiration
date on administrative grading forms
— Optionally, allows instructor to specify
default grade and date for specific
courses
— Provides Student with Self-Service view
of expiration date and default grade for
all incomplete course work
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Convenience and
Constituent Demands
Convenience and Constituent Demands
• Offers constituents more convenient, flexible
options for access and process
— Applicant Tracking Interface with PeopleAdmin
— Catalog Extract and Load
— Concurrent Curricula Phase V
— Enhancements to Advancement Integration with
Student
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Applicant Tracking Interface with PeopleAdmin
• Streamlines the new hire process between
PeopleAdmin Applicant Tracking & Banner HR with
new integration
— Reduces duplicate and manual data entry, saving
errors and time
— Leverages your investment in both products
— Populates Biographic/Demographic, Employee, and
Employee Job information in Banner HR
— Allows optional use of on-line electronic routing and
approval of new hires through integration with Banner
HR’s Electronic Personnel Action Form (EPAF)
— Enables entry of additional data as needed on EPAF
— Prevents duplicate person records in Banner through
integration with Banner’s Common Matching
functionality
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Catalog Extract and Load
• Improves ability to quickly and
efficiently exchange course catalog
data for transfer articulation
— Provides foundation for a complete
transfer articulation solution
— Enables quicker decisions for transfer
students
— Reduces data entry
— Extracts Internal Catalog Data
— Uploads External Transfer Catalog Data
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Concurrent Curricula Phase V
• Incorporates Concurrent Curricula concepts into
registration, fee assessment, and graduation
— Enforces registration restrictions across multiple
curricula
— Allows designation of the field of study, department
code, attribute code and cohort code to course
registration and schedule restriction rules
— Assesses fees across multiple curricula
— Provides the ability to submit and pay fees for an
application to graduate via Banner Student Self-Service
— Configures rules to control applications to graduate via
Student Self-Service
— Saves graduation application information for re-use
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Concurrent Curricula Phase V (cont.)
— Includes options to populate section rolls from the
catalog vs. schedule
— Includes field of study type, department, attribute
and cohort in section rolls
— Restricts registration maximum hours by more
criteria than just level
— Adds all curricular elements to the minimum and
maximum hours checking in registration
— Expands reserved seat capability to use curricular
elements and matriculated term, admission term,
learner graduation term, attribute, and cohort
— Allows for a reserved seats overflow option
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Mass Entry Forms
• Adds concurrent curricula to existing
graduation mass entry forms
• Incorporates 3 new forms for mass entry
— Admissions
— General Student
— Registration
• Audits your mass entry usage
— Determines who used the form, when, and the
data used to search and update records
— Finds all successful updates, or not
successful
— Holds mass update later for batch
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Banner Student to Banner Advancement
Integration
• Leverages inherent integration between Banner
Advancement and Banner Student
— Provides flexibility to support institutional culture on
how and when to incorporate students into the
Advancement process
— Includes innate ability to provide seamless transition
from student to alumni, enabling continued
engagement and support
— Enables greater flexibility to specify name style
preferences
— Provides ability to create employment relationships
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Personalizing your
Unified Digital Campus
Luminis Platform
• Enables increased security and data integrity across
the institution
— Provides new levels of security through an encrypted
Banner PIN
— Increases opportunity to collaborate through further
security and privacy via data obfuscation
— Improves flexibility in content management through
rich text editing capabilities
• Enhances constituent experience with inherent
Banner Enrollment Management integration
— Manages prospective student experience using
personalized content features
— Enables automation and configurability based on
institutional standards
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Banner Enrollment Management Suite
RECRUITING & ADMISSIONS
STUDENT
ADVANCEMENT
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Banner Enrollment Management Suite
• Introduces a new standard for managing
relationships
— Delivers Information that Empowers Your People
• Connect with people and organizations more effectively
• Invest in activities that have proven productive
— Enables Highly Personalized Interaction
• Efficient, high-touch relationship management
• Prospective and current students; parents, guidance
counselors
— Supports Knowledge-based Planning
• Rich longitudinal information guides strategic and
tactical planning
• Plan across all recruiting, retention, alumni programs
— Monitors and Adjusts Performance
• Real-time dashboards and metrics aligned to your goals
• Alerts when outcomes don’t match expected results
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Enterprise Identity Management Services
• Enables institutions to administer across their IT
environment through flexible, configurable IdM
functionality
— Allows SGHE UDC applications to work with 3rd Party
Enterprise Id Management Systems
— Adopts a standard UDC Identity definition
— Supports user provisioning to SGHE applications
— Supports user provisioning from Banner
— Automates provisioning for SGHE applications when a
Enterprise IdM system is not present
— Provides standards-based authentication support
— Provides flexibility and configurability to support
multiple provisioning and authentication use cases in
SGHE applications
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Globalization of Higher Education
• Expands field sizes to help our institutions address
the rapidly changing, competitive, global
environment
— Delivers on the greater focus of educational accountability
and access
— Expands names, addresses, telephone numbers, and
identifiers
• Postsecondary Electronic Standards Council (PESC)
standards
• CCITT telephone standards
• HR-XML specifications
• Names – 60 characters
• Telephone – CCITTE-164 standard – 15 characters
— Lengthens Currency and amount fields
• General and Finance only
• Currency, amount and quantity fields -- 17 digits, 2
decimal places
• Currency Rate field -- 17 digits, 7 decimal places
• Finance Unit Price -- 19 digits ,4 decimal places
— Incorporates Unicode/UTF-8 Database Encoding to support
Chinese, Japanese, and Korean characters
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Banner 8 Unified Digital Campus Services
SERVICES
DESCRIPTION
UDC Strategy and
Assessment
Aligns your institution’s tactical initiatives, people, processes and
technology with institutional vision and educational / business
goals using an approach called Enterprise Architecture. The
result? A UDC Roadmap that defines priorities, next steps and
a path towards realizing your unique UDC vision.
Service-Oriented
Architecture (SOA)
Workshops
Provides an overview of SOA, its application to higher education,
and how it will impact your current environment. The result? A
plan to align and maximize SOA with governance and tech.
UDC Identity and Access
Management (IAM) & Web
Services Implementation,
Training and Extension
Delivers provisioning and authentication across UDC
applications, real time data integration points for third party apps,
and capabilities to extend for non-UDC apps. The result?
Foundational SOA technologies for the UDC implemented.
SOA Integration
Assessment and
Planning
Helps you identify key institutional problems to solve with SOA.
The result? Next steps to reduce complexity and cost while
increasing constituent services with SOA.
Enterprise SOA
Integration and IAM
Advisory Services
Advises your institution with the latest hands-on enterprise SOA
integration and IAM experience. The result? Solving your
unique complex IAM and SOA integration problems quicker.
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Quality Improvements
Defect Backlog Reduction
UDC Target
16% Reduction
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Unified Digital Campus Test Center
• All Banner UDC applications
• Used for performance, functional,
regression, and interoperability tests
• Acquired leading test automation tools
• Built a team of experts
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UDC Test Center
Campus C
Campus D
Campus B
Campus A
Campus E
UDC
Test Center
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•
•
•
Distributed & Collaborative approach
Built on top of Eclipse Foundation’s Test & Performance
Tool Platform
Any test script can be executed against any UDC
configuration
Beginning with Banner 8
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