Datatel Projects Revision Date: 11/18/2008
Finished Items:
1.
MyBudget on Web Advisor {
2. The Annuity system needs to be revamped {Connie Henle, Keith}
3. Use Communications Management more effectively in the Study Abroad recruiting process and in the foreign student recruitment process {Barbara Pieroni, Miranda Gasow, Carol, Dan}
4. TIAA anniversary date and TIAA benefit percentage {Sharon Haning, Carol}
5. Screen to replace a paragraph for Development that is used to enter Donor Response information {Carol}
6. Screen to be used by Alumni to enter student interests {Carol}
7. Some more initial development of the Alumni Online Community {Don Morrison, Sunny Eighmy, Mike Gens, Dan, Keith, Carol}
8. Upgrade DMI and SA Valet to the latest versions {Dan, Keith}
9. Upgrade Web Advisor to the latest version -- must be done in order to do some of the items below {Dan, Keith}
10. Unidata Upgrade {Administrative ITS Staff}
11. Modifications to the Campus Visit system for prospective students {Mary Benedict, Carol}
12. Change screen header to include the student on-campus phone number {Keith}
13. Get Perkins Loan processing to work with barcodes {Paul, Mike}
14. "Pre-bills" for new student orientation sessions {Milli Toom, Paul}
15. Modify GLBA, GLSA, GLBR, and GLBS to use security defined by RGSL and set up budget officers to use these reports {Sheryl Kamerick, Keith}
16. Upgrade Safari to the latest version (upgrade is here), or see if we can switch to using Unidata ODBC tools (in progress). We are using Unidata ODBC and will be dropping Safari the next billing cycle. {Administrative ITS Staff}
17.
Automatically charge accounts receivable for an issued
parking permit {
18.
Room scheduling system, problems with Daisy (replaced
with Savii)
{Dan}
19.
Benefactor 5.1 Upgrade (Need to clean up Ben
5.0) {Advancement
Staff, Carol}
20. Automatic funds transfer for gifts, possibly facilitated by a 3rd party vendor (using software from US Bank) {Mike Gens, Carol, Keith}
21. LDAP implementation {Dan, Keith}
22. Determine if we are using the Datatel software to the best of its capabilities – maybe by hiring an outside consultant (Datatel consultant visited in June, 2004) {All Departments, Administrative ITS Staff, Lee}
23.
Advisor tools for Financial Aid (displaying an award letter online) {
24. Web Page and online application work for the Study Abroad programs {Brian Zylstra, Dan, Carol}
25.
Send email from the Datatel system (we are doing some of this) {Administrative ITS Staff}
26. Make a searchable online student telephone directory {Dan, Keith}
27.
Replace the Compaq server used for the library
automation system, Innovative Interfaces
{
28. Online application work for the Study Abroad programs (current stuff is done) {Brian Zylstra, Dan, Carol}
29.
Importing third party (Search) pool inquiries {
30.
Upward
Bound database and reporting changes {
31. Switch from Envision indexing to database indexing {Administrative ITS Staff}
32. Online receipt of gifts, possibly facilitated by a 3rd party vendor (3rd party vendor) {Mike Gens, Carol, Dan, Keith}
33. Change custom program that prints the 1099-R’s to file electronically rather than via paper copy {Keith}
34. Enhancement of the Alumni Online Community, mentoring resources {Sunny Eighmy, Pat Kitzman, CC Hoffman, Dan, Keith}
35.
Modifications
to the Enrollment Verification print {
36. Technology Committee work (on hold) {Keith, Dan, Lee}
37.
Weekly
admission report for International Education
{Carol}
38.
Lookup capabilities for overseas program
directors and study abroad coordinators {Brian Zylstra,
Dan}
39.
Import class
schedule into Scheduler Plus {
40.
Data
entry screen for volleyball – similar to basketball {Terri Crumley, Carol}
41.
FA/Admission/Retention Study data sets {
42. Modify the Food Service access control program to allow the use of “generic” cards by departments, such as Admission (installed new POS instead) {Mark Howard, Carol Williamson, Paul}
43.
Student
Support Services photo ID lookup {Paul}
44. The Point of Sale terminals in the Café and Grand Central Station need to be replaced (installed new POS system) {Mark Howard, Paul, Keith}
45.
Special
I-descriptor for contacts in Benefactor (fixed by a Datatel Patch)
46. Changes for new payroll pay advices software that is being release by Datatel (I think this is fixed.) {Payroll Staff, Keith}
47. Changes in FA require new loan codes which impact many virtual fields, custom reports, and custom programs (I think these have all been taken into account, although there still might be some clean up to do.) {FA Staff, Paul, Keith}
48.
SSH for
Datatel and Innovative Servers (Library Server is done, as everyone switches
to UI 1.5 the Datatel Server will be done too) {Lois Smith, Lee W, Carol,
Dan, Keith}
49. Revise the loan disbursement notices {FA Staff, Keith}
50. Put student accounts online, along with allowing online payments – Doceserve and SallieMae {Sheryl Kamerick, Milli Toom, Dan, Keith}
51.
52.
Upgrade
to Cold Fusion 7 {Dan}
53. Supply data to Noel Levitz and to import scores from Noel Levitz back onto Datatel for Admissions {Admission staff, Carol}
54. Eliminate use of Word Perfect in Benefactor {Advancement Staff, Carol}
55. Import new Institution files (not going to do anymore) {Terri Crumley, Dan, Carol}
56.
Positive
Pay for AP Checks {Accounts Payable Staff, Keith}
57. Eliminate use of Word Perfect in Colleague {Paul}
58. AR Statement modifications to print miscellaneous charges, etc. with the correct dates {Sheryl Kamerick, Milli Toom, Paul}
59. Enhancement of the Alumni Online Community: self-registration {Sunny Eighmy, Dan}
60.
User training classes -- especially for queries
and reports (QueryBuilder training) {Carol, Paul}
61. Change the Loan Disbursement notices to use CM and email {FA Staff, Carol, Keith}
62. Change the custom entry screen (XASM) to display the IE Counselor, college geomarket code, Noel Levitz rating, and fix some of the headers {IE Staff, Carol, Keith}
63.
Print end of year forms on laser printers (DoceServe) {Business Office and HR staff, Dan, Keith}
64.
65.
Replace
continuous form Cash Receipts with something and fix up how it prints the
receipts for checks (DoceServe) {Tina Wadle, Dan,
Keith}
66. Replace the Compaq server that is used for the Datatel software, because Tru64 Unix will no longer supported {Administrative ITS Staff, Lee}
67.
Print AP and payroll checks and other forms on
laser printers (uses DoceServe) {Business Office and
HR staff, Dan, Keith}
68.
Upgrade Web Advisor to 3.0 (WebAdvisor 3.0.2 installed) {Dan, Keith}
69.
Encumber
earned vacation and sick leave for hourly and administrative staff (replaced
by the PTO project) {HR & Payroll staff, Carol,
Keith}
70.
Track
used vacation and sick leave for administrative staff (replaced by the PTO
project) {HR & Payroll staff, Carol, Keith}
71.
“Custodial” workstations {
72.
Datatel has eliminated the FA.HIST.AWARDS file,
so various forms, queries, paragraphs, etc. need to be fixed to retrieve
required information in different ways (fixed what we could find and will fix
others as they break) {FA staff, Paul}
73.
Online time entry for employees {
74. For International Education, assign counselors to the colleges in the INSTITUTIONS file and change some custom reports to be produced by counselor {IE Staff, Carol}
75.
Find
what “special” users are doing at the colon prompt and figure out a new way for
them to do things {Carol, Paul, Keith}
76.
Online system to search Study Abroad courses {
77. Replace the 2-part AR statement with a “DoceServe” printed form {Milli Toom, Dan, Keith}
78. Activities and Events module for Benefactor {Advancement Staff, Carol, Keith}
79. Supply data to Noel Levitz and to import scores from Noel Levitz back onto Datatel for the International/Study Abroad office (put on hold for now) {International/Study Abroad staff, Carol}
80. Implement PTO for hourly staff (system to track PTO used in a pay period, and system to report PTO on pay checks and pay advices) {Payroll & HR Staff, Carol, Dan, Keith}
81.
TIAA/CREF
submission file format changes {Payroll & HR Staff, Keith, Carol}
82. UI 1.5 implementation (needed for R18) {Carol, Dan, Keith}
83. Online course registration for students – need to deal with advisor sign off issue (advisors are doing the actual registering for classes) {Registrars Office, Dan, Keith}
84. Replace ETS ACT! Database with an Access database and reporting changes {ETS staff, Paul}
85.
Implement
Datatel’s payroll tax table update import process (payroll
says we do not need to do this) {Payroll & HR Staff, Keith, Carol}
86. Implement PTO tracking for administrative staff (system to track PTO used in a pay period) {Payroll & HR Staff, Carol, Dan, Keith}
87.
Education
competency database {Education, Dan, Keith}
88.
Calendaring
system that can replace SchedulerPlus and our News
and Events Calendar (SchedulerPlus was upgraded,
and MMR is in charge of updating the News and Events Calendar) {College
Relations, Campus Services, Conference Services, Dan, Lee V}
89. Language Placement scores via WebAdvisor, similar to math placement scores (using Datatel screens) {Dan, Sam Mate-Kodjo}
90.
Implement required changes to the
91. Release 18 {All Departments, Administrative ITS Staff, Lee}
92. Online receipt of gifts (uses Sallie Mae) {Carol, Dan, Keith}
93.
Rating system for prospective students {
94.
Send email from the Datatel
system -- AR statements are done {Interested departments, Administrative ITS Staff}
95.
Modifications
to Enrollment Verification request system {
96.
Process to gather TIAA non-discrimination data (uses computed columns and QueryBuilder) {
97.
FA web page improvements {
98.
Set up Listserves for FA
constituents {
99.
FA
awards and other audition application forms on the Admission web page {
100. Import
to Datatel inquiries and applications from Study
Abroad online database (Used the Search
Import Elf files) {Study Abroad staff,
101.
102. Clone the Release 18 production environment again. {Keith}
103. Online
foreign student application form {
104. Allow admitted students to sign up for orientation sessions and placement tests using a web form prior to orientation sessions {Terri Crumley, Math Dept., Languages, Matt}
105. With R18, we are now able to modify Web Advisor screens. {Administrative ITS Staff, Lee}
106. Create a WebAdvisor version of ARSP {Beth Wood, Keith}
107. Online Perkins Loan Master Promissory Note including a PIN for an electronic signature {Travis Albers, FA Staff, Matt, Keith}
108. Enhancement of the Alumni Online Community for online registration for events. {Sunny Eighmy, Peggy Van Den Berg, Pat Kitzman, Matt, Keith, Carol}
109. Implemented dormitory access and changed our ID Card system using the CBORD one-card system {Student Life Staff, Facilities Staff, IT Services Staff}
110. Enhance the Online Perkins Loan Master Promissory Note to only present this page to students who need to sign a note {Travis Albers, FA Staff, Matt, Keith}
111.
Change Computer Inventory database to use SQL
Server { Matt }
112. Clean up R17 accounts {Keith}
113. Look into a product like Liquid Matrix -- similar to a portal (replaced by an in-house admitted student portal and ActiveCampus from Datatel) {Admission Staff, Advancement Staff, IT Services Staff}
114. Modify the “total employee compensation statements” – alpha order, address layout modifications (not going to do this anymore) {Human Resources Staff, Keith}
115.
The SSN
must be masked on the transcripts {Academic Records Staff, Keith}
116. Develop an online form similar to the course booklet that is presented via WebAdvisor. Want to be able to filter based on various criteria such as department, open/closed, course type, etc. {Academic Records Staff, Matt, Keith}
117. Continued enhancement of the Alumni Online Community, such as accepting online payments for events, etc. (in particular, improve the registration process and provide a way to help with forgotten username and passwords) {Alumni/Development Office Staff, Matt, Keith}
118. Changes are needed to the online gifts web page, such as listing the 800 number and the local number. {Almni/Development Staff, Matt}
119. Create an Admitted Student Portal for admitted students to sign in to: complete required forms, view required form status, and interact with each other. {Admission Staff, Matt, Jacob Oyen, Keith}
120. Enhance the online student directory with searchable majors and minors {Academic Records Staff, Matt, Keith}
121. Look at “Early Estimator” issues and effects. {Financial Aid Staff, Matt}
122. Format the transcript request report to print the recipient’s address to work with a window envelope, plus some other formatting changes. {Academic Records Staff, Keith}
123. Implement Web UI {Administrative Computing Staff}
124.