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SAM TEAM MINUTES

 

Meeting Logistics

 

Project
FIT
Topic
·          Student Academic Management Team
Date
May 25, 2006
Time
10:00 a.m.
Location
President’s Conference Room
Room #
PCR
Call-in #
 
Facilitator
Jean Roberts
Scribe
Kathy Krentz

 
 
Discussion Items and Summary
 

ID
Discussion Item/Summary
Facilitator
1
Approval of May 11, 2006 Minutes
Jean Roberts
2
Review Assignment of Action Items from Prior meeting and Trip report –
See below: #1 – 12                      
Jean Roberts
3
Assignment of new Action Items – See below #13 – 26
Jean Roberts
4
Approval of Courses that Count Retakes for Credit (4)
Jean Roberts
5
Approval of Using One Term vs. Multiple Terms (8)
Jean Roberts
6
Create additional Grade Schemes (22)
Jean Roberts

 
Issues/Risks
 

 
ID
 
Issue/Risk and Description
 
Owner
 
Importance[i]
Date Entered
Date to Review
1
None
 
 
 
 

 
 
Action Items / Open Items
 

ID
Action Description
Comments
Owner
Status
Planned Completion
1
Decide coding for academic programs such as MACRAO, A.A., A.S.A. in active programs, etc.
Review naming conventions
Doug suggested listing the major before the degree/certificate in the PROG Description, facilitating accurate selection by staff and students. Screens/applications that display this information will be researched by Jean and Pat.
Chris, Jean, Vilene, Lynne, Pat
Open
 
2
Determine specific instructional methods and their instructional load formulas
Coordinate with OIT and HR (as they proceed through related training)
Judy, Kathy
Open
 
3
Determine method for changing courses –inactive, new number or title
Continue to review and test using EQCD Equate Courses or COCO Copy Courses
Judy, Kathy,
Jean
Open
 
4
Determine which courses count retakes for credit
Jean distributed a list and asked if there were any additions or questions. 
Chris, Jean, Vilene
 
Open
Vote Today
5
Determine Discount Codes
Continue to review with A/R Team as they train (Lois Smith, Lead) 
Judy, Jean, Chris
Open
 
6
Billing of Courses and Sections (CRSB/SECB)
Continue to review with A/R
Judy, Kathy, Jean
Open
 
7
Determine Course and Section Notation Messages (ORES)
 
 
Kathy indicated three messages are entered in “test”; one for physical exam required, immunization required, and calculator requirement. Additional needs and specific text will be reviewed before going live. 
Judy, Kathy
Open
In Test
8
Determine use of Multiple terms vs. One term for building sections and date driven period
One term is the preliminary choice; more discussion and review is necessary
Jean, Judy, Kathy
Open
 
9
Decide what defaults to Academic Programs and Courses from the DEPT screen
 
SAM Team
Open
 
10
Faculty Qualifications and Non-instructional Assignments
Coordinate with HR as they proceed through related training
Judy, Kathy
Open
 
11
Review CU/FI Inquiry, Processing and Reporting screens
 
Kathy, Judy, Lynne, Jean
Open
 
12
Procedures Manual and Workflows
Build faculty members and all the related screens –who does what, when, etc.
Judy, Kathy, Lynne
Continuing
 
13
Update Decision Workbook
 
Lynne, Jean
Continuing
 
14
Create and enter Registration Controls in Test
 
Jean, Terri
Open
 
15
Create and enter Registration User Groups in Test
 
Jean, Terri, Pat
Open
 
16
Create and enter Registration Eligibility Rules in Test
 
Jean, Terri, Pat
Open
 
17
Practice Registration Activities in Test
Practice all student registration activities (add, drop, withdraw, etc.) in Test for at least one hour/day. If needed, use extra computer away from front Registration desk.
Terri, Chris, Bea, Darlene
Continuing
 
18
Create and enter Restriction Rules in Test (CRES/SRES)
Determine attachment to Course or Section; research needs; consider Secondary Admits (Nursing, RT) here also. Jean has procedures from those depts. for reference.
Jean, Judy, Kathy
Open
 
19
Define Academic Standing Criteria for Rules: Dean’s list, Academic Probation and Dismissal
The current rules are very confusing and complicated. Policies will be reviewed; Pat will research current Legacy programming and Colleague functionality.
Jean, Vilene, Pat, Lynne
Open
 
20
Define Class Level Criteria for Rules
Legacy system doesn’t determine this element (freshman, sophomore, etc.) More research will be done.
Jean, Vilene
Open
 
21
Define and create additional Transcript Groupings (if needed)
 
Jean, Bea, Darlene
Open
 
22
Define and create additional Grade Schemes (if needed)
Jean suggested adding two grade schemes:
RO Records Office – will include grades only Records Office staff may award; not faculty (i.e. WM, WI, etc.)
LG Legacy System – for “old” grades, those that are no longer used (i.e. WA, WR, F, etc.) Bea will research old catalogs and Pat will see what’s in Legacy.
Jean, Bea
 
 
 
 
 
 
 
-- Pat
Continuing
Vote Today
23
Enter some Standard Course Equivalencies in Test
Pick one or two of the most popular institutions for testing. Jean suggested Baker and Grand Rapids CC
Chris, Terri, Sche (on Admissions Team)
Open
 
24
Practice Posting Grades
 
Bea, Jean, Darlene
Continuing
 
25
Practice Processing Transcripts
 
Bea, Jean, Darlene
Continuing
 
26
Draft Workflows for Grading, Transcript Processing, Graduation
Grading and graduation have been started. Begin transcript draft.
Bea, Chris, Jean, Darlene
Continuing
 

 
 
Decisions Made
 
 

ID
 
Decision Item
 
Discussion
Motion
Second
Approval
1
Approval of May 11, 2006 Minutes
 
Chris Nowak
Terri Jourden
Unanimous
2
Approve, as amended: Courses that count Retakes for Credit
Courses listed: BUS 268; T 106; MU 104, 105, 108, 109, 118; BUS 290CI;CIS 290CI; ED 290CI; TECH 290CI; COM 107 (corrected from 207); TH 141, 142, 144, 145, 147, 148
Can be taken twice for credit. It was also suggested to include this information in the College Catalog and possibly course descriptions.
Lynne Wood
Kathy Krentz
Unanimous
3
Approve additional Grade Schemes
RO Records Office – grades only Records Office staff may award; not faculty (i.e. WM, WI, etc.)
LG Legacy System – for “old” grades, those that are no longer used (i.e. WA, WR, F, etc.)
Darlene Peklar
 
Jean Roberts
Bea Halvorson
 
Kathy Krentz
 
 
Unanimous
 
 
Unanimous
 

 
 
 
 
Invited Participants
 

ID
Name
Title
Department
Attend[ii]
1
Jean Roberts
SAM Lead
Records and Registration
2
Chris Nowak
Records Auditor
Records and Registration
3
Bea Halvorson
Transcript Clerk
Records and Registration
4
Terri J