IMPLEMENTATION PROJECT TEAM
May 19, 2000


Attending: Jim Ply, Stephanie Johnson, Tony Cabasco, Varga Fox, Cindy Waring, Nellie Newer, Deborah Hopkinson, Susan Healy, Bryan Lubbers, Ken Paine, Keiko Pitter

Admission

  • Things going smoothly. Fall 2000 conversion is just about complete. Will load to live starting Friday evening. By Tuesday, Admission will totally be on Colleague.
  • Using new screen from Rose & Tuck. Saves them a lot of time--very nice.
  • Some problems with Communication Management but have them worked out. Communication Management is working great--getting a lot of responses. Needs a lot of attention and maintenance, but is workable. Tracking rules are very cool (to make them robust, rules are quite complicated). Reports will help them. They are adequately documented.

Registrar

  • Working on data conversion and trascripts. Some problems with transcript program (Datatel's custom programming). Susan is working closely with the Datatel programmer.

HR

  • Tara is doing their documentation.
  • Still having difficulties getting reports out. However, Susan is helping them out. Once all standard reports are identified and setup, things will get better.

Development

  • Will meet the week of May 29 with Jim, Walter, and Ken Paine. Jim will schedule the meeting.

Financial Aid

  • Met with Financial Aid director (Wendy) at Whitworth on Wednesday (5/17). Went thru their process and it was very helpful. Met with Jim on thursday to go over this. Feel they are very close to being setup and ready for extensive testing when Jim return on May 29.
  • Realized that they need to write rules to compute needs. Will work with Barbara Barlow.

Residence Life

  • In good shape. Continuing students are in live.

Laser Printing (Dominion Solution)

  • The first project is AP checks. Dominion Solution will be developing the checks. Kathy Yeager will get info to Dominion Solution by May 31 and should be in testing by mid-June. We need the checks by July 1.

Schedule25/Resource25

  • Schedule25 will do room scheduling for Registrar. Resource25 will replace EMS for Brian Dohe. Schedule25 will be used for room scheduling this fall (August).
  • Bryan Lubbers and Kevin Kelly from WCTS attended training for Resource 25. Bryan had very favorable reaction to the product..and also talked to other isntituions that are quite pleased with the product.
  • Will start testing Schedule25 with Jim's next visit.

Jim Ply

  • Schedule25 -- will start testing on next visit. Hence it must be setup for use by then.
  • Financial Aid will start scenario testing the week of June5. Will be testing 15 people (data has already been setup by Admissions).
  • Account Receivable -- almost at a wrapup. Darell has it pretty well nailed down. Consulting with Kathy Burger went quite well last week.
  • The first pre-bill from AR will merge data from Colleageu and the legacy system so billing can be done before Fiancial Aid conversion. Ken and Barb will be doing this one time data prep.
  • Account Payable -- ready to begin in-depth testing and user training will be take place at the endo fJune.
  • Payroll -- processing and workflow issues came up this week.
  • Activities & Events -- Jim is setting up parameters. Testing will be done with fall events for Admissions. Hasn't scheduled Datatel training yet. Jim got the training material--he will determine whether a full training is needed or not.