IMPLEMENTATION PROJECT TEAM
May 5, 2000


Attending: Jim Ply, Jenny Miles, Jeremy Floberg, Stephanie Johnson, Varga Fox, Mary Luckstead, Walter Froese, Susan Healy

Registrar

  • Want to meet after commencement when Jim is here with everyone who will be involved in arena registration.
  • Web Advisor not well-received by students and faculty - new to them, etc. Communicating with Datatel re: changes.
  • Now getting rosters up on the web - some problems: can only get one class at a time; division secretaries can't get rosters for faculty; registrar can't get rosters for everyone. (Web problem only - can get these using Colleague.)

Financial Aid

  • Slogging along, working on screens, testing in test and entering data in live.
  • CSS data import problem was resolved; have to update file suites after installing patches that affect Financial Aid. Kevin will notify them when this happens.

Admission

  • Doing OK; still some issues with data entry. Student search entry should be done today.
  • Working on custom apps for calling sheets.
  • Testing screen from Rose & Tuck - hope to have this live by May 19.
  • Enrollment deposits - would prefer not to have cashier access; would prefer student accounts handle this. This is OK with Walter.
  • Starting preparation for converting fall 2000 data. This conversion will get them completely off the legacy system.

Business Office

  • Have run 3 mock registrations, billing looks good, satisfied with student accounts.
  • Need statement customized to do calculations for deferred tuition payment plan.
  • Dissatisfied with linking of AR reference number to GL reference number. We have a workaround and Datatel is supposed to be fixing this for a patch.
  • Working on student financial aid tables.
  • Starting work on AP.

Payroll

  • Did the first quarterly reports for the government. Struggling with these reports. Problems because they are paying out of BiTech so they can't get remittance reports out of Colleague. Difficult to keep information current on the two systems.

HR

  • HR got the salary letters out using an Excel ODBC query.
  • Doing some cleanup still.
  • All is well in HR.

Residence Life

  • Nellie is entering first-year students on the legacy system. Will do roommate matching on legacy, then enter into Datatel.
  • Entering returning student room assignments into Colleague.

Jim Ply

  • Working with Tara to define and test a process to correct funding sources for positions and to change salaries.
  • Ken & Barb working on prebill. Plan to use an Excel file with legacy financial aid info and the rest extracted from Colleague - will merge this with Word document.
  • Next visit will involve extensive testing of Financial Aid and Accounts Payable.