OVERVIEW OF GEORGIA BEST - USG

OVERVIEW OF

GEORGIA BEST Presented by GeorgiaBEST

Information Technology Services

April 29, 2015

QUESTIONS OR COMMENTS

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the Presentation concludes.

REMINDER ABOUT AFTERNOON SESSIONS

Wednesday Afternoon 1:30 – 3:00 Technical

Degree Works

INGRESS

Wednesday Afternoon 3:15 – 4:45 Financial Aid

Student

Accounts Receivable

TOPICS FOR DISCUSSION

Welcome and Introductions

The Team

Georgia Best Serving You

Financial Aid Overview

Student Overview

Accounts Receivable Overview

Degree Works Overview

INGRESS Overview

Technical Overview

GeorgiaBEST Program Illustration

GeorgiaBEST Program Services

Getting Involved

What is Banner?

Overview of Banner

Georgia Enhancements

Resources

THE GEORGIABEST TEAM

GEORGIABEST

GEORGIABEST PROGRAM SERVICES

Serving You

Application Management

Support

Serving You

Support

GEORGIABEST PROGRAM SERVICES APPLICATION MANAGEMENT

Integrations

Degree Works

INGRESS

Fit/Gap Ellucian Releases

Test Plan

User Documentation

Webinars

GEORGIABEST PROGRAM SERVICES RELEASE MANAGEMENT

Ellucian

Banner regulatory releases

GeorgiaBEST

Tests and certifies releases

Releases regulatory releases within two weeks

Accumulates patches for release in bulk

GEORGIA BEST

PROGRAM OVERVIEW

FINANCIAL AID

STUDENT

ACCOUNTS RECEIVABLE

DEGREE WORKS

INGRESS

TECHNICAL

FINANCIAL AID OVERVIEW

PURPOSE

HOPE Module

Title IV Authorizations

Satisfactory Academic Progress

STUDENT OVERVIEW

PURPOSE

Academic Requirements

Transcripts

Self-Service Functionality

Administrative processes

ACCOUNTS RECEIVABLE OVERVIEW

PURPOSE

Detail Codes setup

Assess Fees

Write receipts

View refund statuses

Student health insurance

TouchNet

DEGREE WORKS OVERVIEW

PURPOSE

Bridging data from Banner

Degree Works Toolset

Scribe, Surecode, Transit, and Shepentry

Broad overview of web functionality

Worksheets, Classic Planner, Student Educational

Planner, Notes, Petitions, Exceptions

INGRESS

PURPOSE

Purpose and Benefits of INGRESS

The Concept

Setting up Rules and Codes

INGRESS Processing

GoView

TECHNICAL OVERVIEW BANNER INFRASTRUCTURE

TECHNICAL OVERVIEW BANNER SOFTWARE

DATABASE INSTANCE

STUDENT FINANCIAL AID GAMOD

PROCESSES PROCESSES PROCESSES

FORMS FORMS FORMS

Serving You

Support

PRODUCTION SUPPORT

SERVICE LEVEL AGREEMENT

OUR COMMITMENT TO YOU!!

http://www.usg.edu/customer_services/documents/service_level_v167.pdf

Urgent Priority 1

High Priority 2

Medium Priority 3

Low Priority 4

Urgent Priority 1

High Priority 2

Medium Priority 3

• General questions

• 4 business days to respond

• 20 business days to resolve

• Customer updated Bi-Weekly

Low Priority 4

Urgent Priority 1

High Priority 2

• Standard, Production Normal

• 4 hours to respond

• Customer updated weekly

Medium Priority 3

• Customer updated monthly

Low Priority 4

Urgent Priority 1

• Production Critical

• Customer updated daily

High Priority 2

Medium Priority 3

• Customer updated monthly

Low Priority 4

PRODUCTION SUPPORT

• Production Down

• 1 hour to respond

• Continuous work until resolved

Urgent Priority 1

• Production Critical

High Priority 2

Medium Priority 3

• Customer updated Bi-weekly

Low Priority 4

Serving You

Support

Engagement Opportunities

Getting Involved

Change Management

Getting Involved

Change Management

Getting Involved

Change Management

Getting Involved

Change Management

Resources

On-line/Web Based Training

Documentation Web Sites Communities On-Campus

WHAT IS BANNER?

OVERVIEW OF BANNER

Refunds (Student

Accounts)

Academic Data

OVERVIEW OF BANNER

OVERVIEW OF BANNER NAVIGATION

Internet Native Banner

vs SSB

INB(INTERNET-NATIVE BANNER)

LOGIN PAGE

Self-Service Banner

vs SSB

SSB(SELF-SERVICE BANNER)

LOGIN PAGE

OVERVIEW OF BANNER NAMING CONVENTIONS

R P A AWRD System:

Financial Aid

Module:

Person

Application

Unique Description:

AW(a)RD

ITEM NAME SYSTEM MODULE OBJECT TYPE UNIQUE

IDENTIFIER

RPAAWRD

(Form-Award

Maintenance)

Financial Aid

Person

Application

GJRRPTS

(Report-List of

Reports and

Parameters)

General

Job Submission

Report

Report &

Parameter

Information

TTVDCAT

(Form-Detail

Category Code

Validation)

Accounts

Receivable

Validation

Form/Table

Validation

Form/Table

Detail Category

ZSRSHIR

(Process-Student

Health Ins.

Extraction)

Georgia

Enhancement

Student

Process

Student Health

Insurance

OVERVIEW OF BANNER NAMING CONVENTIONS

There are multiple ways to access Banner forms:

Menu Navigation

Direct Access

Site Map QuickFlows Object Search

My Banner Options Menu

Menu Navigation

Direct Access

There are multiple ways to access Banner Forms:

Menu Navigation

Direct Access

OVERVIEW OF BANNER NAVIGATION – DIRECT ACCESS

Menu Navigation

Direct Access

Menu Navigation

Direct Access

Menu Navigation

Direct Access

Menu Navigation

Direct Access

Menu Navigation

Direct Access

Menu Navigation

Direct Access

OVERVIEW OF BANNER

NAVIGATION

There are multiple ways to navigate within a form in Banner:

Menu Bar

Iconic Tool Bar

Short Cut Keys

Query Navigation

Menu Bar

Iconic Tool Bar

Short Cut Keys

Query Navigation

OVERVIEW OF BANNER

NAVIGATION

Items that are dimmed are disabled

Menu Bar

Iconic Tool Bar

Short Cut Keys

Query Navigation

functions

Record

functions

functions Print Help

Menu Bar

Iconic Tool Bar

Short Cut Keys

Query Navigation

Next Block

Control +

PageDown

BANNER VERSIONS AND PATCHES: GUIVERS

Menu Bar

Iconic Tool Bar

Short Cut Keys

Query Navigation

OVERVIEW OF BANNER BASELINE NAVIGATION - QUERY

Menu Bar

Iconic Tool Bar

Short Cut Keys

Query Navigation

OVERVIEW OF BANNER FORMS

Relationship

Validation Rules Control Application Inquiry/Query

Relationship

Administrator and/or Staff

Relationship

OVERVIEW OF BANNER VALIDATION FORMS

Examples:

Term Code Validation (STVTERM)

Budget Group Validation (RTVBGRP)

SAP Group Validation (ZTVSGRP)

OVERVIEW OF BANNER

Relationship

OVERVIEW OF BANNER RULES FORMS

Examples

Fund Management (RFRMGMT)

Curriculum Activity Status Rules (SORCACT)

General Message (GURMESG)

SAP Group Rules Forms (ZORSAPR)

OVERVIEW OF BANNER

Relationship

OVERVIEW OF BANNER CONTROL FORMS

Examples:

Enrollment Status Control Form (SFAESTS)

Registration Permit-Overrides Control (SFAROVR)

Loan Options Form (RPRLOPT)

Relationship

OVERVIEW OF BANNER APPLICATION FORMS

Examples:

XXXX – XXXX Need Analysis (RNANAxx)

Admissions Application (SAAADMS)

Billing Mass Data Entry (TSAMASS)

OVERVIEW OF BANNER APPLICATION FORMS

Relationship

OVERVIEW OF BANNER INQUIRY AND QUERY FORMS

Inquiry

Access from main menu, other forms, or Direct Access

Access only from other forms

OVERVIEW OF BANNER INQUIRY FORMS

OVERVIEW OF BANNER QUERY FORMS

Relationship

OVERVIEW OF BANNER

Banner

Personal Identification

Master (PIDM)

Population Selection

Job Submission

OVERVIEW OF BANNER

Banner

Master (PIDM)

Job Submission

OVERVIEW OF BANNER PERSONAL IDENTIFICATION MASTER (PIDM)

What is a PIDM?

Person Identification Master

Unique identifier for a person

OVERVIEW OF BANNER PERSONAL IDENTIFICATION MASTER (PIDM)

OVERVIEW OF BANNER

Banner

Master (PIDM)

Job Submission

OVERVIEW OF BANNER POPULATION SELECTION

Population Selection Definition Rules (GLRSLCT)

Population Selection Extract (GLBDATA)

Population Selection Extract Data (GLAEXTR)

URL for documentation?

OVERVIEW OF BANNER

Banner

Master (PIDM)

Job Submission

OVERVIEW OF BANNER JOB SUBMISSION

Submit a Banner report or process

Define the characters of each Banner report or

process

Define user-level defaults for the parameters that

control the processing of a report or process

OVERVIEW OF BANNER JOB SUBMISSION

OVERVIEW OF BANNER

Banner

Master (PIDM)

Job Submission

GEORGIA ENHANCEMENTS

http://www.usg.edu/georgia_best/busproc_docs/GaModsAtAGlanceGraph-2015.pdf

General

Self-Service Retrieve

Email Address

Local Print

Solution

Auditing Tool Kit

General

Email Address

Local Print

Solution

Auditing Tool Kit

SELF-SERVICE RETRIEVE EMAIL ADDRESS PURPOSE

Allows the user to search by the term of

enrollment, and the first and last name

Retrieve Email Address button is found on the

secure login page

Institutions can deactivate the button via

GTVSDAX Internal Code RETRVEMADD

SELF-SERVICE RETRIEVE EMAIL ADDRESS PROCESS FLOW

Activate

Retrieve Email

Address

Button

Activate

Retrieve Email

Address

Button

Access

Retrieve Email

Address

Button

Enter the

Search

Criteria

Retrieve

Student/Faculty

Email Address

SELF-SERVICE RETRIEVE EMAIL ADDRESS

SELF-SERVICE RETRIEVE EMAIL ADDRESS E-MAIL ADDRESS (GOAEMAL)

SELF-SERVICE RETRIEVE EMAIL ADDRESS PROCESS FLOW

Activate

Retrieve Email

Address

Button

Activate

Retrieve Email

Address

Button

Access

Retrieve Email

Address

Button

Enter the

Search

Criteria

Retrieve

Student/Faculty

Email Address

RESOURCES

The Self-Service Retrieve Email User

Documentation is located at:

http://www.usg.edu/georgia_best/user_docs/Retriev

eEmail_userdoc_8_7.pdf

General

Email Address

Local Print

Solution

Auditing Tool Kit

SELF-SERVICE RETRIEVE ID PURPOSE

Allows the user to search for an Institutional ID

for a specific student

Retrieve ID button is found on the secure login

Institutions can deactivate the button via

GTVSDAX Internal Code RETRIEVEID

SELF-SERVICE RETRIEVE ID PROCESS FLOW

Activate

Retrieve ID

Button

Access

Retrieve ID

Button

Enter the

Search

Criteria

Retrieve

Student ID

SELF-SERVICE RETRIEVE ID CROSSWALK VALIDATION (GTVSDAX)

SELF-SERVICE RETRIEVE ID

SELF-SERVICE RETRIEVE ID PROCESS FLOW

Activate

Retrieve ID

Button

Access

Retrieve ID

Button

Enter the

Search

Criteria

Retrieve

Student ID

RESOURCES

The Self-Service Retrieve ID User Documentation

is located at:

http://www.usg.edu/georgia_best/user_docs/Retriev

eID_userdoc_8_7.pdf

General

Email Address

Local Print

Solution

Auditing Tool Kit

LOCAL PRINT SOLUTION PURPOSE

Creates a PDF file of the lis file with

confidentiality statement appended to the bottom

of each page

Allows users ability to copy file to another Banner

LOCAL PRINT SOLUTION PROCESS FLOW

Run Process

(GJAPCTL)

View Output

(GJIREVO)

Copy Output to

Another User

(GJIREVO)

LOCAL PRINT SOLUTION PROCESS SUBMISSION CONTROLS (GJAPCTL)

LOCAL PRINT SOLUTION SAVED OUTPUT REVIEW (GJIREVO)

LOCAL PRINT SOLUTION PROCESS FLOW

Run Process

(GJAPCTL)

View Output

(GJIREVO)

Copy Output to

Another User

(GJIREVO)

RESOURCES

The Local Print Solution User Documentation is

located at:

http://www.usg.edu/georgia_best/user_docs/Genera

l8_6PrintSolution_UserDoc.pdf

General

Email Address

Local Print

Solution

Auditing Tool Kit

AUDITING TOOL KIT

PURPOSE

The BOR Auditing Tool Kit provides for the ability

Retrieve data for State Audit requirements

Assist in reconciliation efforts between Banner AR/PSFIN

Assist in preparing hard copies for audit

Request for information

received from Auditors

Reports/scripts run based upon request

received

AUDITING TOOL KIT

PROCESS FLOW

AUDITING TOOL KIT

PROCESSES

Term codes and related data (ZAQTERM)

Term based designator for detail codes and associated

information (ZAQTBDS)

Additional registration fees for a specific term

(ZAQAFEE)

Fee assessment rules for a specific term (ZAQRGFE)

AUDITING TOOL KIT

PROCESSES

Refund rules used when refunding by total (ZAQRFND)

Accounts Receivable supervisors and cashiers assigned to each (ZAQCASN)

Supervisor and restricted users (ZAQTPRF)

Financial aid transactions with a source of ‘T’ (ZAQCSHT)

AUDITING TOOL KIT

Request for information

received from Auditors

Reports/scripts run based upon request

received

AUDITING TOOL KIT

PROCESS FLOW

RESOURCES

The Using the BOR Auditing Tool Kit User

Documentation is located at:

http://www.usg.edu/georgia_best/user_docs/gamods_8_27

_audittkit_userdoc.pdf

General

Email Address

Local Print

Solution

Auditing Tool Kit

Resources

ELLUCIAN ON-DEMAND SUBSCRIPTION

LIBRARY

ELLUCIAN ON-DEMAND SUBSCRIPTION

LIBRARY

RESOURCES WEB SITES

Resources

RESOURCES DOCUMENTATION

Beta Testing Process:

Receive request from ITS and Communicate

with specific area and your IT.

Load in Testing Database

Work with user and review their results

Communicate results to ITS (ban_test@usg.edu)

Resources

RESOURCES WEB SITES

Resources

RESOURCES ON-LINE

https://ecommunities.ellucian.com/welcome

RESOURCES ELLUCIAN COMMUNITY

RESOURCES WEB SITES

RESOURCES ON-LINE

RESOURCES PROPRIETARY INFORMATION

Resources

RESOURCES

Banner Project Leaders

Functional

Technical

http://www.usg.edu/georgia_best/site/functional_leaders/

http://www.usg.edu/georgia_best/site/technical_leaders/

Resources

REMINDER ABOUT AFTERNOON SESSIONS

Wednesday Afternoon 1:30 – 3:00 Technical

Degree Works

INGRESS

Wednesday Afternoon 3:15 – 4:45 Financial Aid

Student

Accounts Receivable

ON-DEMAND SUBSCRIPTION LIBRARY

All USG institutions have access to Ellucian’s On-

Demand Subscription Library.

Access training on your own schedule

Contact the ITS helpdesk (helpdesk@usg.edu) for

access information

GEORGIABEST TRAINING RESOURCES

General Training/Events Page:

http://www.usg.edu/georgia_best/training

Need one-on-one training/support? Sign up for a

UPICKIT session!

http://www.usg.edu/georgia_best/training/upickit

GEORGIABEST TRAINING RESOURCES

GeorgiaBEST presentations for Georgia Summit

available on our website here: http://www.usg.edu/georgia_best/training/conferences

WHERE CAN I FIND HELP?

http://www.edu1world.org/USG

Community Sources

Authoritative Sources

http://www.usg.edu/georgia_best https://ellucian.force.com/clients/home/home

https://ecommunities.ellucian.com/welcome

ADDITIONAL ITS RESOURCES & SUPPORT

For an URGENT BUSINESS IMPACT issue, contact the ITS Helpdesk immediately at 706-583-2001 or 1-888-875-3697 (toll free within Georgia).

For a NON-URGENT issue, contact the ITS Helpdesk via (1) the Self-Service Support website at http://www.usg.edu/customer_services (User ID and password required.

Contact ITS Helpdesk to obtain login credentials.) or (2) Email helpdesk@usg.edu. For ITS product and service status updates, go to: http://status.usg.edu/.

Additional information is available at the ITS Service Level Guidelines and Maintenance Schedule: http://www.usg.edu/customer_services/service_level_guidelines/.

QUESTIONS?

OVERVIEW OF GEORGIA BEST - USG

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