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SAM TEAM MINUTES
Meeting Logistics
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Project
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Colleague – Student Services Module
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Topic
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· Student Academic Management Team
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Date
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Sept. 7, 2006
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Time
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10:00 a.m.
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Location
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HEC
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Room #
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1300
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Call-in #
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Facilitator
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Jean Roberts
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Scribe
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Kathy Krentz
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Discussion Items and Summary
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ID
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Discussion Item/Summary
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Facilitator
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1
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Approval of August 17, 2006 Meeting Minutes: Discussion regarding the completion of Prior Action Items; 3 and 4 were completed during Aug. consulting, 5 is partially complete – needing additional review developing part-time student criteria (computed columns).
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Jean
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2
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Thanks to Lynne, Chris, Bea, Kathy and Judy for coming in on Sat., Aug. 26 to test R18. It was very helpful and appreciated by all.
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Jean
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3
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Work Sessions: Sept. 22, Nov. 9 and 10
Due to team member absences, Admissions training for Jean, Darlene and Chris on 9/22 and Jean’s absence (conference) 11/9-10, these dates will be utilized for practice and/or small group focus. Jean may assign members to work together on items, as well as assign other leaders for the Nov. meetings
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Jean
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4
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Meetings Canceled: Nov. 16 and 17
(Due to telephone reg and busy student service, academic offices)
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Jean
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5
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Reminder – Remote Consulting Dates: Sept 18, 27; Oct 6, 20; Nov 6, 27; Dec 8, 18
There was discussion and confusion regarding these dates, Jean will check and email the correct dates to team members. Times are either 9-11 or 10-12
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Jean
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6
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Room Change: Sept. 14 and 15 meetings will be in room 349 (other training scheduled in 1300)
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Jean
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7
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Approval of Catalog Years (CTLG) entered in “Test”: 2005, 2006, 2007, 2008
The appropriate “year” of entry was discussed (beginning or ending year of the academic year); with consideration of multiple year catalogs (which has been done here previously). Each entry also requires beginning and ending “term” dates. This will be discussed with Doug during the next consulting session.
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Jean
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8
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Approval of additional Majors (MAJR): NURS, RSPT, PPSC, CUST, ENTR
Jean explained these codes and their use
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Jean
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9
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Approval of additional Subject (SUBJ): ICS International Cultural Studies
This has been offered for German
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Jean
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10
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Approval of additional Registration User Group (RGUS): CASHIER
Jean explained the need for this group to process registrations at certain times and the appropriate limitations
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Jean
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11
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Approval of Registration Defaults (RGPD) entered in “Test”: These were discussed and entered during training with Doug.
- Set audit credits to Zero: N (No)
- Log registration overrides: Yes
- Allow student course deletes: No
- Academic Level: CE
Default Academic Program: CESYSTEMASSIGNED
Default Program status: A Active
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Jean
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12
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Approval of STUDENT.PROGRAM.STATUSES Valcodes: Previously entered in test
A Active, P Potential, W Withdrawn, G Graduate, C Changed Program
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Jean
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13
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Approval of method for changing courses: EQCD recommended for meet together only
Will table until next meeting when Judy is present to discuss findings
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Jean, Judy
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14
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Determine if we need Academic Program Standing Rules (APST): Nursing & RT
Any programs where minimum grades (i.e., C) are required. Review programs for requirements and check with Doug to be sure how this works in Colleague.
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SAM Team
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15
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Agenda for Remote Consulting – Sept. 18
Copy sent to all members. Jean will update with any additional topics and send to team members.
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Jean
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16
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Other: Jean received a packet of Colleague “patches” from Joan (from July to present). OIT gets these on a monthly basis and has asked the SAM Team to test any elements that may affect student applications. Jean will review the packet and assign test areas during tomorrow’s meeting. Patch reports will be received and tested monthly whenever possible in the future.
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Jean
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Decisions Made
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ID
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Decision Item
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Discussion
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Motion
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Second
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Approval
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1
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Approval of August 17, 2006 Meeting Minutes
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As amended: Close Prior Action Items 3 and 4, revise Prior Action Item 5 as noted above (DI/S 1)
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Chris Nowak
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Vilene Rodgers
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Unanimous
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2
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Approval of additional Majors (MAJR)
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Additional Major codes approved:
NURS Nursing
RSPT Respiratory Therapy
PPSC Pulp and Paper Science
CUST Customer Service Specialist
ENTR Entrepreneurship Program
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Chris Nowak
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Terri Jourden
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Unanimous
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3
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Approval of additional Subject (SUBJ)
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Additional Subject code approved:
ICS International Cultural Studies
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Lynne Wood
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Bea Halvorson
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Unanimous
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4
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Approval of additional Registration User Group (RGUS)
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Approved additional User Group: CASHIER Cashier’s Office Staff
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Kathy Krentz
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Darlene Peklar
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Unanimous
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5
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Approval of Registration Defaults (RGPD)
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Approved as entered in “Test”:
Set audit credits to Zero: N (No)
Log registration overrides: Yes
Allow student course deletes: No
Academic Level: CE
Default Academic Program:
CESYSTEMSASSIGNED
Default Program Status: A Active
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Darlene Peklar
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Lynne Wood
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Unanimous
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6
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Approval of STUDENT.
PROGRAM.STATUSES
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Approve as entered in “Test”:
A Active P Potential
W Withdrawn G Graduate
C Changed Program
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Vilene Rodgers
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Terri Jourden
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Unanimous
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Continuous Action Items
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ID
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Action Description
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Comments
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Owner
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1
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Update Decision Workbook
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Lynne, Jean
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2
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Practice Registration Activities in Test
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Terri, Chris, Bea, Darlene
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3
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Practice Grading
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Bea, Darlene, Jean
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4
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Practice Transcript Processing
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Bea, Darlene, Jean
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5
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Add more general, basic sections to future terms for more testing
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Add sections to 2006FA, 2007WI and 2007SP
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Kathy
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6
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Practice Graduation Processing
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Chris, Jean
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Prior Action Items
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ID
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Action Description
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COMMENTS
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Owner
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Status
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Planned Completion
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1
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Confer with HR:
> Determine specific instructional methods (ISTM), instructional load formulas
> Faculty Qualifications and Non-instructional assignments
> Review CU/FI Inquiry, Processing and Reporting screens
> Procedures Manual and Workflows
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(Coordinate with OIT)
i.e., creating faculty members & related screens –who does what, when, etc.
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Judy, Kathy
Judy, Kathy, Jean
Judy, Kathy, Lynne
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Open
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2
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Determine method for changing courses
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EQCD recommended for meet together only. Table until Judy is present.
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Judy
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Open
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Sept. 15 or 21
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3
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Determine Academic Standing Rules for Part-time Students (ALST)
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Computed columns needed for part-time students over multiple semesters
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Patricia
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Open
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4
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Review remaining “obsolete” academic programs
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(Partial list approved 6/29/06)
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Chris, Lynne, Vilene, Jean
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Open
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5
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Review Obsolete Courses Relative to Repeats
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Jean, Judy, Chris
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Open
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6
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Review Approved Programs with “Z” prefix
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Research IAC action to verify inactive programs
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Jean, Lynne
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Open
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7
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“Equate” Courses in Test
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Note: Obsolete courses may not equal current offerings, especially in tech areas; check with depts. as needed
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Jean, Judy
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Open
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8
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Practice student academic standing codes in “Test”
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GOOD, DEAN, PRES, PROB1, PROB2, DISM
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Jean, Chris, Terri
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Open
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9
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Put end date on LG grades after conversion
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Jean
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Open
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10
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Review:
* Course and Section
* Notation Messages (ORES)
* Pre- and Co-req Review
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Discuss with Academic Affairs, Dept. Chairs and appropriate faculty to update/revise
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Judy
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Open
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Sept./Oct.
2006
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11
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CU Default Parameters (DEPT)
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National CIP Codes will be discussed with consultant
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Jean
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Open
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12
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“No Valid Rate Table” Message
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Jean will check with Rosemary on this issue
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Jean
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Open
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13
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Review Academic Records Code files and Valcode tables
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Additional codes will need to be decided and entered in Test
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SAM Team
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Open
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14
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Develop Testing Scenarios
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To be used for live simulation (Dec.)
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SAM Team
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Open
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Oct. 2006
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15
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Academic Program Standing Rules (APST)
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Research needs – i.e., Nursing entry requirements, corrections certificate Check with Doug re: processing
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SAM Team
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Open
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Sept. 18
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16
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Withdrawal Reasons (IPEDS)
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What was reported in the past?
Patricia will review what’s in Colleague for IPEDS reporting
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Jean , Patricia
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Open
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17
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Compile list of current Legacy “Curriculum” reports
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Doug will compare with Colleague-delivered reports
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Judy
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Open
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