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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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August 29, 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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Patti D’Avignon
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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 14, 2007 Minutes
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Kelley
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2
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Person/Mail Codes – Address Mail Codes
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Kelley
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3
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MARITAL.STATUSES -
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Kelley
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4
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CORE Manuals – Other teams have made manuals, should we do this?
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Kelley
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5
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REMINDER – CORE will meet every other Tuesday at 8:30 a.m.
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Kelley
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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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Person/Mail Codes
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Rosemary Zink will test this codes and rule usage possibilities
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Kelley
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Open
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2
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MARITAL.STATUSES
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Test to see if used for FA
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Kelley
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Open
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3
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CORE Manuals
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CORE should create a manual that includes main screens, protocols, etc. at a future date
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Kelley
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Open
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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 14, 2007 Minutes
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Beda Dubois
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Peggy 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.CODES (PID5)
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Review list having access to DR Duplicate Records
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Kelley
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7/03/07
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2
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Directory Information
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Review MCC’s directory needs/Colleague functionality: Web, printed, internal, graduates vs. alumni, etc.
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Kelley
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HOLD
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3
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Revise Protocol for:
-Return Mail
-Deceased Individuals
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Kelley and Terri will review current practice; and revise recommendations after the student module goes Live.*
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Kelley
(6/27/06) Terri
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*8/07
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4
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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. Check with Perry (2-06-07)
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Kelley,
Perry
(6/13/06)
Kathy will review 6/19/07
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5
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Master Calendar
(CMPC, CMPS)
(10/17/06)
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Colleague “master” calendar considerations: data entry responsibility, calendar type (academic year, fiscal year, continuous), naming convention, MCC’s academic calendar, contractual commitments, and other closure dates (EMS), primarily relating to business days and student billing. Kelley will meet with Rosemary and Jean after student module goes Live.*
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Kelley
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Sept. ’07
(after fall rush)
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6
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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. Bench-
marking. 2-06-07 Kelley discussed with VP Ferrentino (re: Perkins reporting)
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Kelley
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7
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Duplicate Records in Colleague
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Kelley and Rosemary will research, review protocols, etc. 1-9-07 Perry’s working to identify duplicate person & organization records in “Live”. Pat suggests regular review of dupes. Check with Perry (2-06-07)
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Kelley (12/5/06)
Perry
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8
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High School “Guest” Students
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Determine process to change a high school student (i.e. HS guest, dual-enrolled, Talented Youth, etc.) to “degree seeking”. How to track, who changes Colleague data, dept. responsibility?
6-19-07Peg will research to see what field SFA uses in determining eligibility (Student Type, Admit Status, Academic Program, etc.)
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Peg, Brenda, Kathy (1/16/07) Peg 6/19/07
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9
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CORE Codes in Live
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Work with OIT to correct CORE code entries in Live
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Kelley, Kathy
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10
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Standard MCC Form Naming Convention/ Training
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Suggest a naming format standard be used for forms throughout the college; facilitating form “ownership” recognition, data entry point and final destination. Each dept. could designate a “contact point person” to handle all of their dept. forms (training – including form samples/protocol, dissemination, entry, form inventory).
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Kelley
(2/27/07)
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11
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Location Codes
(LOCN)
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Assigned to off-site buildings for course section searches
via WebAdvisor; outreach (not time to use for fall 2007)
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Kathy
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HOLD
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12
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Person/Address Mail Codes
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Rosemary Zink will test codes and rule development
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Kelley
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Open
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13
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Name Corrections
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Need process to inform OIT of any name changes
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Kelley
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Open
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14
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MARITAL.STATUSES
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Difficult to maintain; determine uses of this information. Used in Active Apply - test
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Kelley, Darlene
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Open
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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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None
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Closed Action Items
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ID
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Action Description
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Comments
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Meeting Date
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1
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None
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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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√
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4
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Beda Dubois
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Financial Services
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√
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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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N
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8
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Brenda Mitcheltree
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Admissions
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√
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9
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Darlene Peklar
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Admissions
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N
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10
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Mary Smith
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Human Resources
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√
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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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N
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[i] √: attended meeting; N: not present; S: sent representative; R: representative; G: guest
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