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CORE MINUTES
Meeting Logistics
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Project
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FIT
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Topic
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· CORE Application Team
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Date
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January 9, 2007
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Time
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8:30 a.m.
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Location
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SCHE
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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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Kelley Conrad
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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 December 12, 2006 Meeting Minutes
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Kelley
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2
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Update on:
>CE issues – discussion is on-going regarding registration data requirements (such as SSN and birth date) and telephone reg implications on enrollment.
>CORE security – user access to CORE screens (i.e. NAE) via individual modules and/or directly using mnemonics was reviewed. Authorization and security priorities will need to be considered by position; Pat noted this access is probably assigned at the “screen” level.
>Duplicate records in Colleague – Perry is working to identify any duplicate records in “Live” (both person and organization). Pat suggested regular timely review of duplicates, via weekly reports, etc.
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Kelley
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3
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Building and Room Codes (BLDG, RMSM): Kathy explained the issues relating to hybrid course sections utilizing both classroom and internet instruction. During Live SIM several solutions were discussed and tested. The consensus was to set up a building coded PLUS with a room of NET. This combination displays much like our current schedule, facilitating recognition. Examples of these hybrid listings on a Course Section Schedule and Student Schedule were distributed.
Kathy also indicated that a room code was needed for PMP Pere Marquette Park. Following the standard used for NWL Northway Lanes room code of NW Northway, she suggested PM Pere Marquette be added. A room code of TBP To be posted needs to be assigned to MARE MAREC.
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Kathy
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4
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Data change forms – thoughts after the live simulation for student services?
Beda had concerns regarding customer service and work flow. Discussion included name change, residency and city tax issues, especially for student employees; as well as “One Stop” and “Generalist” considerations. More discussion and review by team members is needed, including consultation with appropriate College depts.
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Kelley
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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 December 12, 2006 Meeting Minutes
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Patti D’Avignon
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Peg Jacobks
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Unanimous
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2
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Additional Building and Room Codes
(BLDG, RMSM)
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Building:
PLUS Hybrid/Internet – Hybrid
Course Internet Descriptor
Rooms:
NET Internet/Hybrid Course
PM Pere Marquette
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Kathy Krentz
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Peg Jacobks
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Unanimous
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Prior Meetings - Open Items
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ID
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Item Description
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Comments
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Owner
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Planned Completion
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1
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Privacy Code
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PENDING
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Kelley, Pat
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2
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Directory Information
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PENDING
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Mary, Brenda
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3
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Revise Protocol for:
-Return Mail
-Deceased Individuals
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Kelley will research and revise recommendations.
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Kelley
(6/27/06)
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4
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Library needs re: Personal data changes procedure
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Contact Carol Briggs-Erickson – currently receives a list of changes from Records.
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Beda
(5/23/06)
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5
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ADDRESS.TYPE Usage Protection by Module
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Perry explained the address hierarchy process and will check on usage control. Security issue?
11/14 – Patricia will check with Perry.
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Brenda, Pat, Perry
(6/13/06)
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6
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Organization Data:
(ORGP, AORG)
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> 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.
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Kelley,
OIT, Perry
(6/13/06)
Kelley, Kathy, Beda
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7
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Revised Protocols
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Kelley will post on shared drive – View Only. When considering duplicate records, Kelley will review the approved protocols.
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Kelley
(5/16/06)
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8
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Master Calendar
(CMPC, CMPS)
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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.
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Kelley, Perry
(10/17/06)
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Needed in “LIVE”
and “TEST” (for Live SIM)
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9
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Student Re-apps/
Reactivation
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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.
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Kelley
(10/24/06)
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10
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Basic Colleague Training
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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.
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Kelley
(10/24/06)
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11
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Code Needs: Special Pops
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Janice and Donella continue to review codes used for special populations, both in CORE and SAM. Benchmarking is also being done.
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Kelley, Brenda
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12
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Duplicate Records in Colleague
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Kelley and Rosemary will research, review protocols, etc. 1/09 Perry is working to identify duplicate person and organization records in “Live”. Pat suggests regular review of dupes.
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Kelley (12/5/06)
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13
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Personal Data Change Form
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Review need for “form completed by” info after Live SIM. 1/09 More discussion and review by team members; consult appropriate MCC depts.
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Kelley
(12/12/06)
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NEW Open Items
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ID
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Item Description
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Comments
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Owner
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Planned Completion
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1
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CORE Security
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User access to CORE screens (i.e. NAE) via individual modules and/or directly using mnemonics. Authorization/ security priorities will need to be considered by position (access assigned at the “screen” level?).
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Kelley
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Invited Participants
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ID
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Name
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Title
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Department
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1
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Kelley Conrad
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Team Lead
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Counseling
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√
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2
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Patti D’Avignon
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Student Life/Community Outreach
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√
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3
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Stacey DeBrot
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College Services
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N
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4
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Beda Dubois
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Financial Services
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N
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5
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Peggy Jacobks
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Financial Aid
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√
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6
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Terri Jourden
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Records/Registration
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N
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7
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Kathy Krentz
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Institutional Research/Academic Affairs
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√
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8
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Brenda Mitcheltree
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Admissions
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N
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9
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Darlene Peklar
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Admissions
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√
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10
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Mary Smith
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Human Resources
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N
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11
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Joan Jolman
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OIT
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N
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12
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Patricia Werly
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OIT
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√
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[i] √: attended meeting; N: not present; S: sent representative; R: representative; G: guest
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