|
|
CORE MINUTES
Meeting Logistics
|
Project
|
FIT
|
|
Topic
|
· CORE Application Team
|
|
Date
|
December 12, 2006
|
Time
|
8:30 a.m.
|
|
Location
|
SCHE
|
Room #
|
1300
|
Call-in #
|
|
|
Facilitator
|
Kelley Conrad
|
Scribe
|
Kathy Krentz
|
Discussion Items and Summary
|
ID
|
Discussion Item/Summary
|
Facilitator
|
|
1
|
Approval of December 5, 2006 Meeting Minutes
|
Kelley
|
|
2
|
Additional Building Code (BLDG) for WESCO Corp.: Kathy explained that the Business Office had requested adding a course section to be held at WESCO Corp. to test specific billing processes during Live SIM next week.
|
Kelley
|
|
3
|
Institutional Hierarchy Code (DEPT) for Food Service: MCC students are hired to work for Food Service, so an MCC Dept. code is needed for payroll processes.
|
Kelley
|
|
4
|
Personal Data Change Form – Suggestions after test use by Financial Services included 1) removing “I am an” and “I am a” from the descriptor options in the two shaded boxes at the top of the form, 2) adding “Form completed by” space at the bottom. The form was revised to include the first recommendation, and after discussion, it was decided to wait on collecting “form completion” info until after Live SIM (Dec. 13-14) to see if other concerns arise.
|
Kelley
|
Action Items
|
ID
|
Action Description
|
Comments
|
Owner
|
Status
|
PlannedCompletion
|
|
1
|
Personal Data Change Form
|
Consider adding “form completion” info after Live SIM, where other issues may be identified.
|
Kelley
|
Open
|
|
Decisions Made
|
ID
|
Decision Item
|
Discussion
|
Motion
|
Second
|
Approval
|
|
1
|
Approval of December 5, 2006 Meeting Minutes
|
|
Beda Dubois
|
Terri Jourden
|
Unanimous
|
|
2
|
Additional Building Code (BLDG)
|
WESC WESCO Corp. Headquarters, 1460
Whitehall Rd., N. Muskegon 49445
Room assigned: TBP To be posted
|
Beda Dubois
|
Peg Jacobks
|
Unanimous
|
|
3
|
Additional Institutional Hierarchy Code (DEPT)
|
FDSR Food Service (no DIV assigned;
SCHL = AD Administrative Services)
|
Mary Smith
|
Peg Jacobks
|
Unanimous
|
Prior Meetings - Open Items
|
ID
|
Item Description
|
Comments
|
Owner
|
Planned Completion
|
|
1
|
Privacy Code
|
PENDING
|
Kelley, Pat
|
|
|
2
|
Directory Information
|
PENDING
|
Mary, Brenda
|
|
|
3
|
Revise Protocol for:
-Return Mail
-Deceased Individuals
|
Kelley will research and revise recommendations.
|
Kelley
(6/27/06)
|
|
|
4
|
Library needs re: Personal data changes procedure
|
Contact Carol Briggs-Erickson – currently receives a list of changes from Records.
|
Beda
(5/23/06)
|
|
|
5
|
ADDRESS.TYPE Usage Protection by Module
|
Perry explained the address hierarchy process and will check on usage control. Security issue?
11/14 – Patricia will check with Perry.
|
Brenda, Pat, Perry
(6/13/06)
|
|
|
6
|
Organization Data:
(ORGP, AORG)
|
> Reconsider EMPLOYMT.TYPES Valcodes: School Principal, Corporate Contact, Director, Employee, Officer, President, Counselor, Sales Representative, HR Director, Matching Gift Contact, and Board Member. Reduce, simplify and/or condense options. Noted: These codes will be used in conversion only and not carried over to R19. Research/review role and contact issues in R18 Test.
|
Kelley,
OIT, Perry
(6/13/06)
Kelley, Kathy, Beda
|
|
|
7
|
Revised Protocols
|
Kelley will post on shared drive – View Only. When considering duplicate records, Kelley will review the approved protocols.
|
Kelley
(5/16/06)
|
|
|
8
|
Master Calendar
(CMPC, CMPS)
|
Colleague “master” calendar data entry and responsibility need to be addressed; MCC’s academic calendar, contractual commitments, and other closure dates (EMS) need to be considered. The primary need relates to billing/business days for student financial processes. 12/05 Perry is researching.
|
Kelley, Perry
(10/17/06)
|
Needed in “LIVE”
and “TEST” (for Live SIM)
|
|
9
|
Student Re-apps/
Reactivation
|
Team members feel this is a Student Services function and that dept. should determine specific record maintenance responsibility. If that is the decision, previously approved protocol must be revised and approved via the FIT Project system. Kelley will follow up with George and Jean.
|
Kelley
(10/24/06)
|
|
|
10
|
Basic Colleague Training
|
Consensus was that basic navigational training should be planned by IOC and OIT, includes security issues and hopefully establishing/ mandating standard new employee training.
Kelley will discuss with Kam.
|
Kelley
(10/24/06)
|
|
|
11
|
Code Needs: Special Pops
|
Janice and Donella continue to review codes used for special populations, both in CORE and SAM. Benchmarking is also being done.
|
Kelley, Brenda
|
|
|
12
|
Duplicate Records in Colleague
|
Kelley and Rosemary will research, review protocols, etc.
|
Kelley (12/5/06)
|
|
NEW Open Items
|
ID
|
Item Description
|
Comments
|
Owner
|
Planned Completion
|
|
1
|
Personal Data Change Form
|
Review need for “form completed by” info after Live SIM, along with any other suggestions.
|
Kelley
|
|
Announcements
Ø CORE team will not meet on Dec. 26, 2006 and Jan. 2, 2007
Ø The first meeting next year will be Tuesday, January 9, 2007
Invited Participants
|
ID
|
Name
|
Title
|
Department
|
|
|
1
|
Kelley Conrad
|
Team Lead
|
Counseling
|
√
|
|
2
|
Patti D’Avignon
|
|
Student Life/Community Outreach
|
√
|
|
3
|
Stacey DeBrot
|
|
College Services
|
N
|
|
4
|
Beda Dubois
|
|
Financial Services
|
√
|
|
5
|
Peggy Jacobks
|
|
Financial Aid
|
√
|
|
6
|
Terri Jourden
|
|
Records/Registration
|
√
|
|
7
|
Kathy Krentz
|
|
Institutional Research/Academic Affairs
|
√
|
|
8
|
Brenda Mitcheltree
|
|
Admissions
|
N
|
|
9
|
Darlene Peklar
|
|
Admissions
|
√
|
|
10
|
Mary Smith
|
|
Human Resources
|
√
|
|
11
|
Joan Jolman
|
|
OIT
|
N
|
|
12
|
Patricia Werly
|
|
OIT
|
N
|
[i] √: attended meeting; N: not present; S: sent representative; R: representative; G: guest
|
