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Home » CORE Minutes 03/18/08
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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March 18, 2008
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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 February 18, 2008 Minutes
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Kelley
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2
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Building Code – Zeeland High School
After reviewing other high school building codes, ZHS was recommended as the code for Zeeland High School; making it easily discernable from ZEHO for Zeeland Hospital.
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Patti
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3
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PID3 – Capitalization Rules
The PID3 rules currently in LIVE were reviewed and discussed, including how these affect individual names, addresses, course titles, and vendors in various modules. Beda feels this is a training issue (using the “=” equal sign to override capitalization rules). It was also the consensus of the team to err on the side of fewer rules; avoiding potential repercussions across applications. Kelley asked if anyone knew of benchmarking on this issue to see if the delivered rules were revised (no one was aware of any research on this topic). Various scenarios were tried in PatchTest, concluding that once a rule is added to PID3, previously entered data does not change; only info entered after conforms to the rule. The only changes made to PID3 were additions to the ‘Next Letter Words’ list (canceling automatic capitalization of the letter after the Mac prefix): Machining, Machinery and Macomber. Team members can share the PID3 functionality with their depts. and bring any other suggestions to CORE for review.
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Kelley
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4
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Other:
Deceased Date on BIO – Jean Roberts questioned where the deceased ‘Status date’ is entered that is displayed as a grey field on BIO. The ‘Status’ can be changed to ‘Deceased’ on BIO, but the date field isn’t populated here. After some document and PatchTest research, it was discovered that there is a DEC-Deceasing form to use for changing this status. This data automatically filters to BIO.
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Kelley
Patti
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Action Items - None
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 February 18, 2008 Minutes
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Beda Dubois
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Patti D’Avignon
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Unanimous
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2
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New Building Code
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ZHS Zeeland High School
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Kathy Krentz
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Kelley Conrad
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Unanimous
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3
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PID3 Capitalization Rules
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Additions to the ‘Next Letter Words’ list: Machining
Machinery
Macomber
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Patti D’Avignon
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Kathy Krentz
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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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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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2
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Revise Protocol for:
-Return Mail
-Deceased Individuals
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Review with Records/Registration for final protocol
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Kelley
(6/27/06) Terri
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*8/07
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3
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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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4
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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 and contractual commitments; primarily relating to business days and student billing.
12-4-07 Kelley will bring to IOC to determine responsibility; generally involving Academic Affairs and Financial Services (out of CORE’s responsibility).
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Kelley
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Sept. ’07
(after fall rush)
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5
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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?
12-4-07 Peg 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 12/4/07
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6
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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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7
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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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8
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Person/Address Mail Codes
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On ADR Person Addresses screen and use MAIL. RULES Val codes, like: NM No Mail, BA Bad Address, NS No Solicitation, NW No Work Calls, GR Students Grade Report, ST Students Statement The person code follows the person (as student, employee, etc.); address code follows the address (like No Mail at work address).
Jean Roberts had benchmarked this item and most use this field in some way, such as: blocking registration if Bad Address, mark bad address as Last Known, set “No Mail” flag. However, these bad addresses (unknown, etc.) will be included in mailings/labels unless a rule is written to exclude them.
9/25 Kelley will follow up with Joan Jolman re: rules
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Kelley
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Open
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9
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MARITAL.STATUSES
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Have other codes in LIVE removed
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Kelley
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Open
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10
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Codes for Health Conditions, Disability, Special Needs, Immunizations
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Athletics and Nursing keep track of their students; Kelley will check with the Education Dept.
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Kelley
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Open
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NEW Open Items - None
Closed Action Items - None
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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Records/Registration
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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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√
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5
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Peggy Jacobks
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Financial Aid
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N
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6
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Kathy Krentz
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Institutional Research/Academic Affairs
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√
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7
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Brenda Mitcheltree
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Admissions
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√
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8
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Darlene Peklar
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Admissions
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N
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9
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Mary Smith
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Human Resources
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N
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10
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Joan Jolman
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OIT
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N
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11
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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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