IMPLEMENTATION PROJECT TEAM
January 28, 2000
Attending:
Jim Ply, Varga Fox, Jenny Miles, Jeremy Floberg, Stephanie Johnson, Cindy Waring,
Walter Froese
Registration
Jim detailed the need for a mock registration before we attempted the
process. He mentioned that he had set up some training in the Accounts Receivable for
all of the upstream groups on the 22 & 23 of February. The mock registration participants
should be any office that have a financial impact through the registration process:
- Student Accounts
- Housing
- Student Financial Aid
- Registrar
- Bon Appetit
- Health Center
- Admissions
- Dean of Students - Donna Gardner (for special student status)
In order for the mock registration to run all necessary Account Payable, Accounts
Receivable, and General Ledger Accounts should be in place. It was noted that Mike
Ionno of Datatel would be here on 2/11 to download the chart into Datatel.
HR/Paryoll
Payroll for January has been run. There are some cleanup issues in the Business Office but
it was a fairly successful process at this point; however, judgement should be reserved
until staff and faculty have had a look at their payroll information. She mentioned that
she needs a schedule of temp time from all the offices so she could coordinate their time
and keep them busy. Jeremy noted that Housing could use a temp to input ~ 200 rooms which
might take a week's time.
Registrar
Classes are being input, past courses are being input with an open and close date.
They have tried to write rules for degree audit with some success and they have accumulated
lots of questions for the coming consultant. They will continue to work on debugging in
order to be ready for the mock registration.
Admission
They are in the process of testing demographic information, and they know their conversion
data still has errors. Deadline for conversion is 2/4 then reviewing results the following
week. If necessary the deadline will be moved back if the review is unfavorable. Staff
training is going well, Rules training with the Datatel consultant is going well and all
codes have been set up in live.
Residence Life
Intend to use current system to do lottery and roommate matching in order to buy some time
for the IT staff to develop alternatives that are compatible with Datatel (or test the Datatel
process further).
Financial Aid
Datatel progress has been extremely slow until the last few weeks. They have all their
codes set up in test. Rules training went well although only have ~ 5 rules to set up
because some of our functions will be done outside of Datatel. Conversion of 2000/01 data
may not be possible so may run off of the legacy system longer than anticipated. Still
need to explore what is available in communications management. They were not able to set
up file suites and it was determined that access was the issue. They are currently
importing 1998 data for testing purposes.
Business Ofifce
It was noted that in order to run student payroll in July all students along with their
respective eligibility for Federal Work Study funds would have to be loaded into Datatel.
Have just finished the first phase of Accounts Payable, Accounts Receivable, General Ledger
and Pooled Investment consulting and training and have more consulting yet to come.
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