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<strong>Meeting</strong> Minutes<br />
Purpose: OPUS ESA Committee <strong>Meeting</strong> Facilitator: Connie Bilyeu<br />
Date: January 16, 2008<br />
Time: 10:30 a.m. (Eastern DST)<br />
Location: STEW 209; Regional campus will be participating from their designated videoconference locations<br />
Meet Me Line: Not applicable<br />
Invited: Meetesh Kumar, Leonardo Bachega, Steve Baker, Jim Greenan, Joanna Wagner, Sarah Bauer, Kari Smith, Judy<br />
Ware, Christine Dehahn, Brad Peters, Adedayo Adeniyi, Madonna Tritle, Christine Collins, John Richardson, Beth Burnett,<br />
Pat Springer, JoAnne Sandifur, Marcia Fritzlen, Jessica Teets, Terri Davis, Dennis McElhoe, Colleen Robison, Deb Cessna,<br />
Dwight Snethen, Val Corley, Mike Budzik, Kristin Kasting, and Doris Wilkinson<br />
1-29-08 Membership changes:<br />
Dirk Hilt will attend this meeting along with Christine Dehahn, representing Registrar’s Office<br />
Marcia Osman will attend for DFA, in place of Terri Davis<br />
Hemalatha Jayachandran will attend as our graduate student representative, replacing Leonardo Bachega<br />
Jessica Teets, representing Purdue Marketing & Communications and OnePurdue Change Management<br />
Topic Notes<br />
Banner Navigation Course<br />
Demonstration<br />
Mary Ann Ferkis, OnePurdue<br />
Training team<br />
Next <strong>Meeting</strong> Scheduled for January 30, 2008 in STEW 204<br />
Accessible via Blackboard Vista<br />
• OnePurdue training courses are housed in Blackboard. User selects<br />
the OnePurdue Institution from the list found at this URL:<br />
https://blackboard.purdue.edu<br />
• Each online course consists of learning units, a “course completion”<br />
icon, sometimes printable references, and a link to an online course<br />
evaluation to provide feedback on the course.<br />
• As much as possible, the training team tries to write interactive<br />
activities into each course to help engage the learners. For instance,<br />
in the Banner system, users mouse over each icon on the Banner tool<br />
bar to display the description. In our course, we’ve written an<br />
interactive section which simulates that system behavior so the<br />
learners can try it out.<br />
• The online navigation course contains a section for Resources, which<br />
includes printable quick reference materials, such as the “Banner<br />
Toolbar and Keyboard Equivalents” tent card. (Staff members who<br />
attend instructor-led classes will also receive a copy of the tent card<br />
printed on card stock.)<br />
• Keyboard equivalents are going to be important for those with<br />
disabilities, and those accustomed to working in the legacy mainframe<br />
systems.<br />
• After completing course, learners open a “Course Completion” icon,<br />
and confirm that they’ve completed the course. That information is<br />
captured in the Blackboard Gradebook function, which the training<br />
team harvests to show the course complete on our periodic reports for<br />
training coordinators and supervisors.<br />
• Each screen in Banner is called a “form” and is named. For instance,<br />
SPAIDEN is the name of the form/screen used to find a person in the<br />
system.<br />
• Many users will access Banner via the “myPurdue” portal (Luminis.)<br />
Some will access Banner via “Internet Native Banner” (also referred to<br />
as INB). As a security measure, the portal reportedly times out after<br />
20 minutes, but Dwight Snethen checked with the ESA team and<br />
found the specific time-out strategy has not yet been finalized. We’d
Release 3 Support<br />
Dwight Snethen<br />
myPurdue Help Model<br />
Dwight Snethen<br />
Cognos Training Updates<br />
Sara Bauer<br />
OnePurdue Release 3 and<br />
Release 4 - Updates and<br />
Information<br />
Connie Bilyeu<br />
like to table this issue until we have a better idea which users will be<br />
affected and the specific time-out interval has been determined.<br />
• This course is now available for use, and Release 3 learners are<br />
currently going through it. If this committee would like to go through<br />
the course now, we’d be happy to register you. Let Connie Bilyeu<br />
know.<br />
Review the tiered user support model under discussion for Student Systems,<br />
i.e., whom do you call for help? And then what? (Refer to the MS PowerPoint<br />
file sent in email attached to the meeting agenda.)<br />
Tier 0: self help resources<br />
Tier 1: ITaP Customer Service Center, or DFA office for student support, or<br />
regional campus central support for regional campus staff<br />
Tier 2: One Purdue Project Team<br />
Tier 3: Vendor<br />
• This model was adapted from a successful support model used during<br />
implementation WebCT Vista.<br />
• Participants reviewing the strategy include: OnePurdue ESA project<br />
team, Registrar’s office, Bursar’s office, Division of Financial Aid,<br />
Admissions, Student Services Technology and Assessment, and<br />
Purdue North Central campus.<br />
• Will be using Remedy task tracking system to support cross-functional<br />
sharing of tasks, for quickest resolution.<br />
• Current status: developing Release 3 knowledgebase articles,<br />
targeted to both support staff and to end users.<br />
• Knowledgebase articles are being drawn from system and process<br />
documentation being developed at OnePurdue.<br />
• Planned implementation is Feb ``, with Release 3 Go Live.<br />
How will students and other myPurdue portal users get help? How can we<br />
smooth their transition from SSINFO to myPurdue? Do PNC students need<br />
campus-specific resources?<br />
Have begun working with functional areas to develop this strategy.<br />
Will begin by adding a new statement contingent<br />
Cognos training will start next week (mainly for Financial Aid staff) and<br />
continue thru go-live and beyond.<br />
• Training is currently planned for twice a month, and 7 sections are<br />
already scheduled through end April.<br />
• One class will be held at North Central, and given sufficient numbers<br />
of learners, trainers could travel to the other regional campuses too.<br />
• Sarah Bauer is the contact if you wish to propose candidates for this<br />
course.<br />
• (Also see Jan. 7, 2008, Purdue Today article titled “OnePurdue moves<br />
ahead on student systems; training begins for student reporting tool.”)<br />
• Coming up next week, piloting these classes:<br />
• Cognos 8 Report Author<br />
• Introduction to Budget Preparation and the Budget Planning<br />
System (the Purdue budget will be done in the OnePurdue system<br />
this year for the first time.<br />
• Financial Aid “Core” Training<br />
• In the process of identifying ESA Training Coordinators (see Connie<br />
Bilyeu’s email of 1/16/08, document titled: “OnePurdue Training<br />
Coordinators’ Role”) Will do one-on-one orientations for those who need<br />
to register learners in courses now. Will do group orientation later, for<br />
remaining coordinators.<br />
Page 2 of 3
Future Topics<br />
Financial Aid staff at W.L. and PNC are successfully going through the Banner<br />
navigation and Financial Aid Overview courses; they’re scheduled for “Core”<br />
training classes coming up in the next three weeks, prior to slated February<br />
11, 2008, Release 3 go live.<br />
• Overview of the Enrollment & Student Affairs security/role assignment<br />
strategy (guest speaker Dee Schlatter; to be scheduled after Release 3<br />
Go Live.)<br />
• News from the ESA Advisory Committee (ESSAC) communications<br />
subcommittee--for instance, ESA Communications Plan overview by<br />
Jessica Teets; plan is now in development.<br />
Page 3 of 3
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