Banner! - CTLT at Waubonsee Community College

Banner!Appendix A – Conversion Points1. Holdsa. Holds as of October 8, 2006 will be converted to Banner with the conversion of student data.b. Holds between October 9, 2006 and October 22, 2006 need to be tracked.i. To track holds that are added or removed, print a “cash” or “RURS” screen of thestudent.ii. Note on printed screen what action was taken on what hold (added/removed what)iii. Place printed screens in the designated folder. Once access to Banner is gained, theseholds will need to be duplicated in Banner (either added or removed).c. Beginning October 23, 2006 (once access to Banner is gained and training has been completed)all hold activity in Legacy (Green System) needs to be duplicated.i. October 23, 2006 thru November 5, 2006 - one of two procedures must be done:1. Go into Banner and duplicate the hold activity.2. Print a “cash” or “RURS” screen of the student and place it in the designatedfoldera. The folder of cash screens printed needs to be reviewed and holdsprocessed in Banner at least weekly until November 5, 2006. All holdactivity must be updated as of November 5, 2006.ii. November 6 thru December 8, 20061. Holds must be updated in Banner at the same time as Legacy.2. This process will continue until the Fall (20071) financial close in Legacy(December 8, 2006)d. Conversion of Legacy Holdsi. All Legacy Business Office holds (Accounting, Free Form Field, MoneyQuest, or NCO) willbe converted to one type of hold (financial obligation) in Banner based on the October 8,2006 Legacy holds.ii. Free Form Holds – these “hold comments” will be converted to the student’s ARcomment screen in Banner and can be viewed as of October 23, 2006.iii. Financial obligations met online in Banner will automatically release these holds.1. 200720 – Beginning November 6, 20062. 20071 and prior – Beginning December 9, 2006 (after balances owed for20071 and prior are converted to Banner)2. Cashieringa. 11/6/06 – 12/8/06i. 20071 and prior – process in Legacy. Remember the hold process for any paymentsfor 20063 and prior.ii. 200720 – process in Banneriii. Other payments (e.g. fines) – paper receiptb. 12/9/06 and after – All payments processed in Banner3. Authorizations / Third Party Contractsa. Through 10/22/06b. 10/23/06 and Afteri. 20071 and prior – process in Legacy.ii. 200720 – process in Banner4. Collection Accountsa. November 6 thru December 8 – no change in procedureb. Banner – no accounts are in collectionsc. Legacy - If a student makes a payment and is in collections, pull paperwork and place in MoneyQuest or NCO drawer.d. Beginning December 9 thi. All payments are in Bannerii. If a student makes a payment on 20063 and prior, print TSAAREV screen of student andplace in the “Prior Semester Payment” folder. Prior semester payment folders will bemonitored by Accounts Receivablee. Association to a collection agency will not be reflected in Banner until December 8 th conversionf. Collections [TGACOLC] – this form associates a student with a collection agencyBanner Tips and Job Aids © 2006 Waubonsee Community College Page 30/42Center for Teaching, Learning, and TechnologyAuthor: Sean Henson, System Applications SpecialistUpdated 1/10/2007