Denise's Index

Priorities: Identify all users with direct access to any screen. Create class or modify access as appropriate. Establish/modify fine grain access controls Prevent most users from seeing full DOB and age. Prevent most users from using override types other

Banner new user training videos project https://tulane.app.box.com/folder/285146303189 Action items 1 1 incomplete Jules to develop slides for each topic 3 2804bfe7-7b9e-4494-afe7-76c0a475f01e incomplete Record videos for each topic Script tracking https:

Allow TUL_GRAD_TRACKING_GRSE to use the LGY5 originator code for entering dissertation titles in SHATCMT. Updated GORFDPL coding to include LGY5 originator code in Test. After testing, I made changes in Prod. Emailed Michelle Illidge on 9/25 with testing

Folder https://tulane.box.com/s/glnjcy4tqgfuxnbzhp42fu96cx21giug The workflow for the Banner Request form has three notifications: Confidentiality Agreement Request complete (If rejected) Rejection email Here are the contents for each: _________

In this space

Action items 1 1 complete Identify which questions should be removed from the Registrar library. 2 2 complete Identify which Registrar library responses need to be udpated. 3 3 complete Identify questions and develop responses to questions not in the Regi

BAN_DARS_C BAN_DEFAULT_C BAN_EXTZ_C BAN_GENERAL_C BAN_STUDENT_C BAN_TUL_ADM_ADMIN BAN_TUL_AR_EXT_BASIC BAN_TUL_BASE_VALQ BAN_TUL_GRADE_UNLOCK_REG BAN_TUL_PRODCHECK BAN_TUL_REG_MGMT BAN_TUL_REG_TRANSFER BAN_TUL_RG_ACADADV_10 BAN_TUL_RG_ACAD_10 BAN_TUL_RG_A

Problem statement The Office of the Registrar includes one VA School Certifying Official (SCO), which is a risk to continuity. There is little knowledge and understanding of VA policies and processes related to funding eligible military-associated student

Ali Pena, LaTonya Mason Looking into options with Peter for changing workflow/adjusting intake forms

2022-02-28 Main topic: Where we are, next steps Where we are: Identified incoming students and their primary majors and a selection for appropriate courses Select one of the following Cannot include narratives, must follow a format Can format as wildcard

Date Participants Jennifer, Jade, Michelle General Topic: Opportunities for Improvement Non-Tulane consortium students Big issue 1: Students don’t register during the registration period Mid-semester students will ask to be registered or even after the

SciQuest purchasing Date Participants Jennifer, Jade, Michelle General Topic: SciQuest Found in Gibson Go to the Shopping tab - usually electronics category Choose store and click punch out Can see order status Where it ships to matters when shipping to r

New version of Drupal launches by November and old version will no longer be supported. Ask Colette about the example website she likes. (CPR, 03/19/2022)https://www.memphis.edu/registrar/about/index.php https://www.memphis.edu/registrar/about/index.php ,

Other Tulane units using events-style calendars: https://events.tulane.edu/calendar https://events.tulane.edu/calendar https://campusrecreation.tulane.edu/calendar https://campusrecreation.tulane.edu/calendar https://college.tulane.edu/calendar https://co

Bridge is preferred over Canvas because it’s built for compliance rather than an academic course. There are a few different FERPA trainings in Bridge - good opportunity to clean up before creating our new program. In Bridge there are “courses” and “progra

Begin forwarded message: From: "Grant, Kelly A" <kgrant@tulane.edu mailto:kgrant@tulane.edu> Date: March 21, 2022 at 4:07:27 PM CDT To: "Lay, J. Celeste" <jlay@tulane.edu mailto:jlay@tulane.edu>, "Raphel, Colette P" <craphel@tulane.edu mailto:craphel@tula

Attendees: Jennifer, Jade Stephanie, Denise Annual budget Budget process is very new. Proposal at the beginning of the fiscal year. Spreadsheet comes from Becky. Estimated income comes from Cognos report Check requests - if not paid for P card or T&E card

2022-03-28 The academic calendar is at the intersection of educational policy, process, and big picture initiatives (DoE, Financial Aid). Meredith’s Timeline for CLASS SCHEDULE https://tulane.box.com/s/22jwyq88p1wqyo4c2skz69b1aitfdx24 > Colette’s calendar

Also use drupal (web express) calendar - Localist Can set up vertical vs horizontal tabs (withdrawal calendar) Can upload using csv Worked with central comms team, which set up the calendar They also use PDFs in planning Can use calendar for training

Based on UC-Boulder https://www.colorado.edu/registrar/ REGISTRAR HOME Students Faculty & Staff Alumni About (“Community”) Calendars Add & Drop Grades & Transcripts Graduation Registration Final Exam Withdrawal Summer (including Business Minor) Special Se

2022-11-01 Meeting description The Registrar will develop a procedure to apply portfolio credit in alignment with SoPA’s needs. SoPA will describe how credit is earned, the timeline of credit posting. The Registrar will list the data points needed to appl

Race and ethnicity data is found in SPAIDEN. Race is only collected from the application and translated into an IPEDS category. If students have a problem with their recorded ethnicity, we can update it (there is no self-service option). They see race inf

Key takeaways Lenore will send a list of MFIN students for a PDF transcript batch. Lenore will send list of institution codes so I can double check them. Done. Can EMBA update these records (students have graduated) or do we need to do all of them? If we

What is the Pennant operations calendar? It’s a list of all of the operations activities of the registrar’s office and when they are done. There are at 786 activities during the 2022-23 academic year. What is included? Operations tab reference number offi

Institutions using Drupal 9 are using Localist - they are CMS-agnostic Can we brand Localist? Yes We can embed Localist content on a Drupal page. Localist is turnkey 30-60 days - can be slowly adopted by others so that it’s centralized Next meeting with L

Interested in SAAQUIK approximately 100 students apply interested in allowing students to register on their own Visiting student application they manage and can then apply to a special program Adding section attribute for NTC courses as well as SLA course

Changes SPAIDEN Death notice With cursor in Deceased date field in Biographical tab retrieves death notice Name change With last name field and click Retrieve to show all name change docs attached to SPAIDEN With cursor in ID field, clicking Retrieve show

Shared governance - shared responsibility for accountability, creates atmosphere of compliance with NCAA rules GSR - Graduation success rate Academic progress rate - measured year-by-year, makes sure graduation on time (5 years) - single-year and multiyea

building bridges and putting out fires TSSW MSW - RSWO Every online program would have its own attribute Attributes on course - no longer necessary Online students can take in-person courses SSE incoming OL computer science students will be able to take i

Conferral Compare certified lists to Stephanie’s degree awarded reports Jana to release all transcripts for all students who haven’t applied to graduate - no SHAGAPP Name change requests with no response - don’t release/order until confirmed Jana will cal

2023-01-25 Desiree, Colette Noodle-recruited # credits/program per term Noodle Noodle recruited students - maybe create a cohort for this Noodle courses We can give each Noodle section an attribute. We can also give each student a Noodle attribute. Howeve

Concurrent enrollment Willow uses a Slate form. Asked for graduation year. They get an email prior to registration telling them it’s time to pick courses. They pick the Willow block they’ll take classes in, number of classes, and classes they want to take

2023-02-01 Michelle, Nicole, Denise, and Colette developed potential processes and discussed their pros and cons. We also identified action items. Process Option 1 Student contacts our office and is directed to make an appointment. Student makes appointme

Many students have reported difficulties with confirming their Spring 2023 enrollment. We have identified and resolved the problem. Unfortunately, we are unable to extend the enrollment confirmation deadline. As of 3:00pm, today, January 20, our records i

2023-02-02 Shawn, Stephanie, Colette, and Denise met to brainstorm possible tools and procedures to facilitate accurate and timely entry of PhD milestones. There are two main categories of milestones we defined: The Big 3: Admission to Candidacy, Prospect

Additional incident states additional states could cause problems with other groups' triggers Ideas Requests with tasks associated with them. No states associated with them. They’re there until you close them. Request > Item > Task Surveys Use IT survey,

Drupal 7 sites, the primary nav shows at the top. New site navigation is hamburger menu (upper right) that displays primary navigation. The top menu (request info, visit, apply, give to tulane, alumni) is negotiable (“tactical” navigation) “Information Fo

George Mason uses Stellic About 90% adoption rate with students/advisors, better analytics with adoption - course demand Mobile friendly, doesn’t require any learning Message center, can schedule appts from message ctr 1-click what-if Exceptions workflow

Portal operates in a few different ways: web portal for parents (Pull) digests of newsletters that pulls in information in the portal (Push) How often are there issues? Disconnect between what we were sold and how it’s playing out Not sold on content they

Sheila Gold Two student attributes - SGASADD - billing purposes - STVATTS Two populations that get grants already worked out with Mike Pilman LCIW - LA Correctional Ins for Women offer ug classes for incarcerated women SEED - Supporting Effective Educator

Enrollment verification Calendar Workflow Major change Building cards - use tags to enhance discoverability Define groups

Localized to SoPA A stack of 3 specific certificates lead in a masters The first certificate used as a hook to the second and then to the third resulting in the masters For these stackable programs, if they pursue only the masters, they’re also awarded th

Seeing an overall calendar like CU Boulder Localist does not generate the PDF. CU created a widget in Drupal with the form of the no picture with divider line. Client success team would show us how to set up this widget template. Uploading a spreadsheet r

How did you come into your position? What’s your career history? What was your inspiration (extant documents) for how you set up the User Guide? How are you notified of new employees, changes, terminations? Does LCTCS use FGAC? How does your role interact

role management HR and ITS have a user inactivation process upon termination - every 2 weeks security admins or disreps get an email with everything HR has processed. Separations, position movement. HR marks people as deans, certain levels Groups Registra

Choosing sessions Choose a session for each time slot It’s okay to choose sessions that don’t seem like they directly relate to you Planning before you go Registration and travel logistics registration hotel transportation meals Is the hotel in the confer

Monthly event hosted by NTC Retention and Success to bring together thought partners on campus to discuss how we can improve collaboration and student support through technology. What is project management? breaking goals down into measurable steps, track

Meg Keenan, Joey Couvillon Will be offering courses Intro to Data - DATA 1010 Looking to offer a minor and/or certificate and eventually a major (24-25) - connect with Sarah Dept scheduler roles

Participants: Stephanie D, Colette, Jana, Evan Hart, Robert Morton, Denise Action items Robert will share what they did from makeup ceremony We will verify fields We will notify schools will return blanks We will feel out sequencing - how they further sor

Christine Arcari, Desiree Packard CR-ONLP-004 Which attributes are considered online attributes? Why are attributes showing multiple times for a student - Tariq Abuali has ROLS and RPOM 3 times each - attributes are done by course Pay Noodle based on the

Attendees: Ali, Mary, Steph B, Steph D, Peter, Sara C. Priorities Three-year expiration Is this Banner-delivered with DARS extract or custom? Pulled data from DARS and pulled into Banner. There’s a manual job to disable courses. Sarah was unaware the job

Updating advisors Using the dual degree indicator Review degree certification

From Zoom app on your computer - go to Home Click Share Screen image-20230522-162253.png To stop sharing, stop sharing To start a Zoom on the big screen on the Poly, click Join and then enter the meeting ID from Zoom invitation. All Zoom controls on the P

Registrar core tests Tests we should run for every upgrade/update Should any tests be added or removed? Instructions for each test will be reviewed in the next phase Request and access an enrollment verification Ensure EMS-Banner connectivity Ensure Cours

SFAREGS > Time Status (based on total credits enrolled OR research (999 or 998) credits OR last semester senior) The default is based on total credits enrolled unless manual intervention BPTR fee assessment rate for non-graduating senior does not change t

Date Time 2-2:50pm Participants Stephanie Davis Denise Kidd Location https://tulane.zoom.us/my/denisekidd https://tulane.zoom.us/my/denisekidd (Passcode: TUBOCA) Meeting type Bi-weekly meeting Previous meeting notes n/a Warmup What’s the last book you rea

Misty Plauche, William Eunice working on policy. William - HR, finance. Need to identify screens on Scott’s spreadsheet Policy takes the guesswork out of who should have access and provides escalation path. How are these terms defined - functional role/gr

The listserv is open (not moderated). Only subscribers can post. When posting, subs must approve messages for them to post to the list. Join the listserv: https://listserv.tulane.edu/cgi-bin/wa?SUBED1=TU_BANNERUSERGROUP-L https://listserv.tulane.edu/cgi-b

Date August 14, 2023 Time 10-10:50am Participants Stephanie Davis Denise Kidd Location https://tulane.zoom.us/my/denisekidd https://tulane.zoom.us/my/denisekidd (Passcode: TUBOCA) Meeting type Bi-weekly meeting Materials Graduation timeline (for graduatio

2023-08-17 meeting cancelled How do values in SGAADVR affect a person’s access to Gibson tools?

In person, 10:00am 265 South Foster Rd, Baton Rouge, 70806 Karen Walker - incoming Treasurer Kim - Secretary Jennifer - President-Elect Approaches for next year Great piggybacking with LCTCS. Considering dual conference with MBUG. Usually alternate betwee

Date Wednesday, September 13 Time 12-12:50 Participants Steph D, Denise Location https://tulane.zoom.us/my/denisekidd https://tulane.zoom.us/my/denisekidd (Passcode: TUBOCA) Meeting type bi-weekly check-in Materials none Warm-up Easy, nutritious meals for

SoPA (UG and GR) - future, current, past terms; modeled off of PDF. Salesforce NTC - past terms only; one form per class. Frevvo NTC - WD dash; current/future terms only. LOA, study abroad through a non-Tulane program (not reg’d for REGR). Grad programs e

Mauricio Gonzalez - international programs GR Mary - international programs UG Jenae - business summer minor Students who may not want to commit to formal exchange may be interested in a month-long experience. Business school program Hours in class per we

2023-09-19 Attendees: Del, Steph D, Denise Winter intercession Brainstorm ways to prevent Law students from dropping winter intercession courses on their own. December 1 (tentative) is the last day they can receive 100% refund; after that point, 0% refund

Date Friday, September 22 Time 2-2:50 Participants Steph D, Denise Location https://tulane.zoom.us/my/denisekidd https://tulane.zoom.us/my/denisekidd (Passcode: TUBOCA) Meeting type bi-weekly check-in Materials none Warm up Retreat activity idea: https://

Transparently assisting human decision-making - intersection between intertwined rules, essential resources, preferences. Initially used as an interactive virtual agent for around the world ticket applied to higher ed, what-if degree planning. Class Path

Email chain with Jen O’Brien-Brown on milestone tracking for PhDs Mostly using what’s in SHATCMT STVEVENT. But looking to move to SOATEST. Difference - Custom SQL for SHATCMT is different than that of SOATEST. Want to shift to SOATEST b/c less data entry

Developing a succession plan for a university registrar office is an essential component of continuity planning, ensuring that key roles and responsibilities can be smoothly transitioned in the event of emergencies or unexpected vacancies. Here are some s

Quarterly meeting at Centenary College 12/1.

RE: Nursing program Slate offers workflow functionality to make faculty approval for transfer coursework less manual. Can set up articulation database in Slate, but would need to be set up. Can set up faculty reviewers in Slate, but depends on faculty app

Link to library https://tulane.app.box.com/folder/234623185394 image-20231114-213924.png Overview of relationships Banner/SIS (Student Data) Roles are not assigned directly in DW, but rather extracted from Banner. REG users – highest level of authority. P

The following items should be done after the end of the add period: Outstanding curricula Advisor cleanup Banner security audit

Welcome to the 12 Days of Confluence Elements! Each day you’ll learn how to use common elements we use in our Confluence instance. Along with the text you add to a page, elements are the building blocks that help you organize and present information in th

Time tickets For students who RSVP for the event, we open time ticket starting that day staying open through last day to add. Set it for Monday of SB (3/25). All students who RSVP get that time. For those who don’t attend, will need to remove PIN. No advi

GTVFDMN - Domain validation GORFDMN - Domain Rules GORDFDPL - Add Domain/table Have DBA run script - select * from dba_policies where object_name = 'SFRSRPO'; - ask for output GTVFBPR - create bucket for profiles validation. Need 2 - lock it and then let

Question: Does SGAAVRL have to be set up to use SGPADVA? Molly’s response: Just ran through the process with a manual popsel to check just in case but it did confirm my suspicions – you have to have rules defined on SGAAVRL in order to use SGPADVA. Here's

https://docs.google.com/document/d/1xD-pAKLJcuswVJXNZUJQewcPvtDUCODyHi_xEh7hxHA/edit#heading=h.k8vmbhmjwbkz https://docs.google.com/document/d/1xD-pAKLJcuswVJXNZUJQewcPvtDUCODyHi_xEh7hxHA/edit#heading=h.k8vmbhmjwbkz

EDUC courses for student teaching. Even though the credits they’re registered for is less than 12 (permission to be PT b/c they’re last semester seniors), they should be considered full time, but should not be assessed for billing as full time. Last semes

Go to https://gibson.tulane.edu/ https://gibson.tulane.edu/ and click Sign In cef3326d-44b7-4cd9-bd4e-77b7ece124f8.png?crop=focalpoint&fit=crop&fp-x=0.7836&fp-y=0.0348&fp-z=2.7706&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%

tes.collegesource.com/TES_home.aspx http://tes.collegesource.com/TES_home.aspx John Panzica - johnp@collegesource.com mailto:johnp@collegesource.com The tracker allows you to manage the communication between articulators and SMEs in the academic areas. Us

Third party ID Used to link users and give ability to log in to Gibson. When IT sets up account, users use ID and PIN. After they log in, it gets established as a account and then they have to log in with TU ID and password. MIM FIM - synchronization engi

Why is the Commencement app data not correct? Base query all lists in Commencement app are based on. Commencement list view - controls all data in commencement app Commencement app can be exported to create reading/marching list. Change in code represents

Birds of a Feather looking at future FA and accounting sessions admissions session didn’t have much discussion LAIR conference 7/16-17 Talk about LABUG and what we do and how it ties in MBUG-LABUG conference MBUG listserv 10/20-22 IP in Biloxi Registratio

Yearlong grading Some courses have grade mode 1 spring grade equals fall grade Some courses should get a P in the spring and IP in fall Takes a long time to update grades. Spring 2024 required over 200 changes. Maybe we need a separate job for Law YL grad

Cognos reports CR-DEGR-001 Degree Checkout This report details in full the information about a student and their program, the diploma name and the diploma address and phone, the application date, the status, the permanent address and phone, the advisor, t

Temporary students - 6 weeks with us only Asked SA to not use their FERPA waiver.

content

UPENN team Kylie - Degree Works, Explore Programs, PATH plans Adam - NGSS, fix problems in supportive programs. Moonlights as advisor and is a parent. Traci - OUR requests related to bugs and enhancements Meghan - term config, academic class scheduling NG

Russ’s notes https://tulaneu.atlassian.net/wiki/download/attachments/741146626/Inventory%20of%20current%20links.docx?api=v2 Jody, Paula, Colette, Russ Abshire (ULL) 2 years to implement Worked with Ellucian to develop enhancements Inventory of current lin

Ellucian: Matthew Plaisted, AJ Hubbard (solutions consultant), Rue Ann Lopez (solutions consultant), Jeff Relue (from EduNav - strategic program director post-acquisition), Cyndie Chon (senior leader), Jen Dunker, Aaron Webb (TU main rep) TU: Denise, Nico

Attendees: Daniela, Roland, Alvin, Denise, Shawn What is the Enrollment Management Advisory Board (EMAB)? The intent of the EMAB to create an org within the division to provide more meaningful interaction between Shawn and division staff and also to do so

Presentation image-20240712-160543.png image-20240712-160641.png

Owen Knight, Alex Pritchard, Mike Goodman, Scott Zitzmann, Shawn Abbott, Duane Pitre, Mike Pilman, Colette, Denise, Katie McBride, Catie Woessner (rep) chatbot = virtual assistant Ocelot support: support.ocelotbot.com http://support.ocelotbot.com Live web

Notarized diploma - $125/50 international/domestic Paper diploma - $75 Replacement diploma - we can set the fee. Can do cost recovery OR collect credit to use for future orders. $2.75 Paypal fee. Upgrading MyPassport interface Express/electronic aspotille

Drive Stream: company that is doing the Oracle HR implementation Everbridge - mass communication for emergency preparedness EMS HRToolkit

Shawn Abbott will manage and add users. Dashboard: https://admin.ocelotbot.com/ https://admin.ocelotbot.com/ Support site: click question mark next to initials. support.ocelotbot.com http://support.ocelotbot.com If you don’t only use Spider content, it wi

Minor declarations Major declarations Catalog term for program - determined by entrance term Catalog term for fields of study - the semester the major or minor is declared (exception: Business - FOS catalog = entrance term) Major and minor the same Gap in

Waitlist - keep as small as possible 10-15% of enrollment Time tickets - SFARGTC Siainst - maintenance access

Colleen’s admission process guidance SPAIDEN (check name first to see if student is already in the system – do not create a duplicate record if person already exists, just update the information in the existing record – if unsure contact Colleen) ·

Organize the data Determine how many blocks you need. Identify the preferred block names and descriptions. Map courses to blocks. Create a separate file for each block indicating the students in the block. Files should contain only one column for ID. Uplo

Introductions Ideas Onboarding Recognition ceremony Awardee selection Frequency Ceremony timing Celebrating other departments' peak periods When - Tuesday September 17 Admissions - Early May Admissions ops - mid-March Financial Aid - mid September Registr

2 releases: This Friday and next week (validation process) Release 1 10/7 Response to completers list Release 2/2.1 Release 3/3.1 Standard/transitional cohort: https://theclearinghouse.download/fvtgecohort https://theclearinghouse.download/fvtgecohort Sta

What we want to learn: Which is better for us? Standard or Transitional Number of years to report in standard (7 years) than transitional (2 years). Recommend transitional Compare findings using 2 years vs 3 years Preventing faculty members from finding o

Starting class 22-23. Cum rank for 1L and 2L classes only. Don’t run rank for 1L for fall, but cum rank in spring. - JD only Run fall 2L cum rank. Spring 2L cum rank. - JD only 3L fall - cum rank for top 12% (spring and summer JDs are not ranked) - JD onl

Colette, Kelly Grant, Catherine, Paula Students have the right to allow different records to be shared differently. Need to upgrade BDM before we can get this in Workflow. Student would fill out an online form that would write to Banner. Currently advisor

Attendees: Stephanie Davis Review Stephanie’s Confluence documentation Ideal state: Currently, CL is making changes to the model to make outputs more user friendly and make the model set-up to be more adaptable to allow different classifications of requir

Luncheon debrief Next Admissions, then Registrar June meeting (6/5) Summer All-Staff Division meeting Recognition event to mirror President’s Excellence Awards Awards based on what we value as a division What do we value in each other and the work we do?

2 SQL files every night - retrieve ADV and updated list of advisors manually maintained Found original code and loaded into TEST. Need SQL for ADVX The ADV SQL in Test is now pulling 726 people. ADV = have access to petitions tab ADVX = advisors who don’t

Dean of Students access SSR tab Email Suzy Scalise and open Banner account request for SSR tab Del will email me a list of students and instructions so that I can test SGPADVA.

The need for unified student lifecycle engagement What institutions need Operational challenges Lack of centralization and consistency - fragmented resources/data/processes Creating efficiency through automation or connected technology - systems/services

Christine Arcari, Susan Cantrell, Colette, Nicole Maybe cohort students. As of census, to indicate first term of enrollment in a program. Need reports that show first term of graduate enrollment at TU to identify cohort. Then create cohort codes. Must est

Email Amber Gazave to learn about MDUU. Amber Gazave Banner user training. Scoping/design development for IT projects. Banner Bingo/Banner Jeopardy

LCTCS Amber Gazave, Jennifer Jacobs SOATERM Allow swapping - don’t check this - reg during multiple parts of term. Hours will be swapped and will not be charged for both - causes problems with AR Online Assessment - turns on fee assessment. If not checked

Business support activities solution advisor services/functional consulting operational support like an augmentation of your team How it works kick-off/project start assigned advisor, but have access to the whole team 3 pillars Solution advisory Operation

Custom page - SZPCURR SAAEAPS - hold that restricts applications (purged after term of admission) Student curricula only updated between semesters for a future term b/c of CPOS CPOS - only pays financial aid for courses in a student’s plan of study Term -

Active exit - active program in banner lower level exit Auto Award - uses batch job to identify completers Run after end of term processing is complete Versions used to create the process Degree Works 5.0.7.2 (now on 5.1.3) Banner Student 8.27 Forced degr

Introduction to IA Information architecture - IA - connects people with content. Content: Information and knowledge Done by hierarchies/taxonomy, labeling/metatdata, navigation schemes/UI, search Definitions Information Architecture The Art and science of

Academic advisors should have the Petitions tab. Faculty advisors are the main concern here for the Petitions tab. List of 77 individuals Ideally 1 designee per dept except for very large majors Deans must approve those who get the Petitions tab. Will we

James Gibson, KidvoKit Quick recap James Gibson, a former employee of a company acquired by Instructure, shared his current work as a fractional CTO and offered advice to Denise on her idea for operations planning. They discussed the challenges of plannin

Introduction to the course case study Concerns Localization Language Culture Key Issues Access to the people with the knowledge Understand users to connect them with the right knowledge at the right time. Create a filtered subset of content for quick acce

BIA for reporting RCPC attribute for tracking - could we use cohorting for this? Re-visit with Colette. Being in Slate feels smooth. Pain point with messaging - dependent tuition waiver communications. Willow students have to pay tuition for Pre-College.

Paula, Anneliese, Denise P, Jonathan Tran, Joy, Stephanie D Tables loaded in Banner: GTVGNDR for gender and GTVPPRN for pronoun. Legal sex is not being touched Chosen name not being touched Eric Pegues, Director, Equity, Diversity, and Inclusion, Universi

Attendees: Kelly, Kim, Alyssa, Aaron Webb, Joanne, Dana, Jennifer Jacobs, Cyndi G, Monical Powell, Karen Walker MBUG Conference reflection Re-use venues every third year. Bilox, Natchez, Tupelo Many liked it in Biloxi. Last time we did LABUG it was one ni

What is a content audit? Accounting of all currently published content and qualitative analysis. Audit tells us: What needs to be removed, revised, written Where content should be mapped to if moved/redirects Content audit exercise Title Priority - how im

Content model Documents types of content Detailed definitions of each content type’s elements (metadata) and their relationships to each other Provides the framework for organizing content for reuse/search/retrievable (findability) Enables content labelin

Summer division meeting Acts of self-expression (protests) Active shooter Mike, Georgia, Sheila big sendoff at 2 Audubon in April Possible rising star award Recent grads diploma frame name plate nice pen commemorative pin Milestones 12/12 4-6 university m

CSU Long Beach Omnichannel engagement Two way msging - initiate/engage Virtual asst - 24/7 support Live asst - human centered support for hands-on help Compelling stats 98% texts opened 97% VA answers resolves issues 3% can’t be handled Text response rate

Metadata: data about data - attribute/element that defines or describes a particular image, document, presentation or spreadsheet would be meta data. Defines fields and their type, required or not, default value of the field, whether or not it can be edit

Different types of people in Oracle Cloud. Faculty, staff, student workers Revisiting system of record for name maintenance for faculty and staff. Where is the chosen name going and which program has precedence? IT has a proposed precedence, but need to r

Susan Cantrell, Belinda, Colette, Stephanie, Nicole, Jana, Denise, Ashley Vu What do we need for the audit? Audit is complete. Missing 1 payment that hasn’t yet been posted yet related to the 2023 deposit. Is this missing deposit within the scope of the a

Content notes When revising/creating content, focus on the “happy path” and include a section at the end for troubleshooting. New Price Proposal - prepare a proposal to suggest updated pricing and sent to Colette. Editing/refining current content Integrat

RO proposes the academic calendar CEP reviews/approves PDF is created Call for parts of term Create documents and send them to schools When received, review for problems and facilitate resolution with schools Term config in Banner Use the master to create

Box folder: https://tulane.box.com/s/u61dqr57n2mkfeosg1ejw2c1ricpu1wc https://tulane.box.com/s/u61dqr57n2mkfeosg1ejw2c1ricpu1wc https://tulaneu.atlassian.net/wiki/spaces/~5e4d650b29e6d00c9706d4ef/database/911343618

Proposed title Using incident management for insights to make better decisions on how to allocate limited resources and support continuity and resilience in the Registrar’s Office. Learning outcomes Benefits of incident management Clarifying your rational

Active projects action items VA processes task force All other projects Colette TUTAT Registrar action items GSRMT

How often is Banner security audit done? What’s the schedule of prod-test-dev refresh? Put all validation tables in a single class Send data stewards classes and objects in each class Consider rolling classes up to groups Role-based access may be availabl

SFARHST SPAIDEN SOAHOLD SFASLST SHADEGR SFASRPO SGAADVR Program advertisement Assist with International student recruitment and admissions Assist with application processing Meet with students if they have questions on academic schedules, financial aid

Fiction Since April 2023 https://tulaneu.atlassian.net/wiki/spaces/~5e4d650b29e6d00c9706d4ef/database/1020133381?savedViewId=28426b06-daea-41a1-b50e-c4bf2b24b15c https://tulaneu.atlassian.net/wiki/spaces/~5e4d650b29e6d00c9706d4ef/database/1020133381?saved

Use of Slate to create communication plan. Be sure to map out all segments of the population for each communication you send out to cater to their needs.

Action items 1 complete Identify the hand-off signal so that I know when to start building in Localist. 2024-07-30 Organized the workbook, generated widget codes, and provided to Duane for Spring 2025.

Job description https://tulane.box.com/s/exf4urzvbqj9qj1kab2ua7mmr6dow5qn Upon request Add content to the business process library Create accounts and enable permissions in Confluence: Managing Confluence security Enable access to various Registrar tools:

Problem statement In working on a report, BIA identified several dozen students with null fields of study. In SGASTDN, whether the view active/current curricula is check, no FOS shows on the Learner tab. On the Curricula tab, FOS appear when the view acti

noun-announcement-2912320-00558C-20230818-170359.png Team News https://tulaneu.atlassian.net/wiki/spaces/REGISTRAR/pages/196705 Student Records ManagementCopy of Registrar Student Records Management https://tulaneu.atlassian.net/wiki/spaces/REGISTRAR/page

As I was developing the Spring 2025 academic calendar, I realized that not all parts of term use the same events. Of course there are those that are required like the refund dates and start date and last day of exams, but not all require holidays, study d

OISS has edit access to GOASEVS but not GOAINTL or SPAIDEN. OISS does not track students other than J-1 and F-1. Process flow https://wavetulane-my.sharepoint.com/:u:/r/personal/dkidd_tulane_edu/Documents/Changing%20a%20student%27s%20citizenship%20and%20V

Problem statement Navigating the options for submission Different processes between schools Difficult for others on our team to advise caller based on student situation Many variables to consider (whether the grade has been posted, if faculty are no longe

Problem statement Students who graduate from TU in one term and are admitted to a new program in the next term have a DA Grad App Recvd Hold preventing registration. The DA hold expires automatically, but the new-department programs prefer that students b

Training a one-stop office to serve students. Would like to build out the core competency model and implement it fully to represent cross-training.

Panel Facilitator: Susan Morrow - chief mktg officer Ellucian Panelists - Dr. Chris Howard - EVP and COO, Arizona State University and Public Enterprise (mission marries tech, be inclusive of recalibrating undifferentiated outcomes) Dr. Kimberly Beatty -

04/18/2023 Webinar Part of the Manager Development Program Presented by Javier Pineda (Pr Mgr TUSOM Peds) and Kim Fleming (Pr Dir, TULI) Delegating Creates growth for junior employees Can’t/shouldn’t do everything yourself Empowers team builds trust/confi

Projects Active Projects Ellucian Engagement Action Items Leadership Team meeting notes, Registrar staff meeting notes References Banner Banner access and/or training https://tulaneregistrar.atlassian.net/wiki/spaces/REGISTRAR/pages/84869121 Banner Guide

Labels

Summary Gibson/services/resources/account troubleshooting Action summary: Refer Referral hierarchy: Catherine, Stephanie Davis, Colette Academic calendar on our website Action summary: Refer to Steph D or open a ticket Initially refer to Stephanie Davis.

Environments I like to work in I prefer environments with clear scopes, deadlines, and expectations when possible. Allowing me to use my creativity to work in my own way allows me to create ownership of my work. Having time to process information/requests

Foreign credential evaluation Workgroup Denise Kidd Action items 1 complete Identify guidance from AACRAO on whether or not to require an official transcript in addition to a credential evaluation. 2 complete Colette to send to Shawn for review.

Problem statement Over time, enrollment of students in the Stone Center summer program has changed due to changing personnel and positions. There’s currently no position in Enrollment Management responsible for enrolling students in this program. Job stor

Problem statement Curriculum content is often published in modes other than the academic catalog, which should be the only source of truth for curriculum requirements. Redundancy across multiple media increases the likelihood of mismatching information an

Problem statement Rosanna Chavez, Director of Graduate Studies in the School of Science and Engineering, is looking to distribute some responsibilities to the administrative coordinators. Job story When_____, I want to _____, so I can _____. When students

Team News Student Records Management Special Programs Graduation & Commencement Office Manager & Administration Catalog & Curriculum Class & Classroom Scheduling Registration Front Desk & Interns General Index Policies & Guidelines

“Pointers” indicate to which level a course points. All courses applying to a given level will be calculated into that level’s GPA. Courses may also be “double pointed” which means they count toward 2 levels and the grades are calculated in both levels' G

Allows students to register across multiple institutions (consortium) - add-on to Ellucian Experience Section sharing - can identify which sections to share and the number of shared seats Accepting sections (home institution) - Incoming sections; choose s

External links Session catalog https://elive.ellucian.com/flow/ellucian/elive23/elive23homepage/page/sessioncatalog?tab.day=20230326

Search accessible by guests and logged in users. Can search by subject code or keyword in keyword field. Also pulls in search from course description - so, if “chemistry” is not subject code or in title, if the word is in the course description, it will s

Problem statement Transfer articulation at TU is a recent implementation, which is partial in nature. To coalesce around best practices, we’re establishing a transfer articulation community of practice. Job story When I run into problems with transfer art

Our Lady of the Lake - 3 staff - 2 ITS, 1 Marketing - 4 months to implement student focus groups usability testing soft launch Cuyahoga CC - 7 full time ITS staff created role-based FAQs feedback portal strong marketing campaign develop card design policy

TGPHOLD is the baseline Banner process to apply and release holds in mass. We are currently using an Appworx process for this, but it’s useful to understand the functionality of this process to make bulk processing accessible to a wider base within the Re

Objectives * Draft a list of Registrar-managed (and others as appropriate) tool accesses by role * Monitor progress on commencement issues * Draft a basic knowledge map * Identify policy needs Academic standing What are the rules by school and level - how

Bridge checklist 3 complete Review Bridge FERPA offerings 4 complete Confirm which offerings are valid and which should be discontinued 5 complete Build the program in Bridge 6 complete The assessment will be its own course within the program 7 complete H

Students who have attended a college or university outside of the United States are required to submit international transcript(s) accompanied by a professional credit evaluation. This evaluation should include the following: Course-by-course evaluation t

Capture - a low friction space in any medium to collect information Configure - organize responsibilities into categories (to be processed, needs follow-up, waiting to hear back) Control - make a proactive plan to manage your time (time blocking). Creates

Introduction Purpose The purpose of this guidance is to advise on where curriculum content should and should not be published. Consistency in publishing curriculum content makes degree requirements clear to students, faculty, staff, community members. Red

Acknowledge various advisor types with different needs exist Data transcript data demo LMS Notes Trends Identify patterns to make predictions course demand identify those how may be struggling Proactive support Support collaboration centralized share note

Problem statement To control the scope of editing on a particular Banner screen, an appropriate FGAC cognate must be applied to the user’s account. We need to ensure that all appropriate users have the appropriate combinations to prevent changing restrict

SSB9 Recap Faculty view of student information transcript grad app degree eval CAPP Class list advisee list drop roster Web Tailor 8 moved to maintenance support (sunsetting) Changes in GUACONF refresh defaults to 30 minutes Student profile - largets acco

In May 2024, we received the attached religious calendar from the Chief Diversity Officer. To keep these holidays visible when scheduling big events, the Registrar has asked that we make them available. Objectives Determine whether we want to: a separate

KT methodology Outline job functions Collect existing documentation Reconcile existing documentation with the outline Review missing documentation Prioritize Fill in holes Demonstrate the processes to make sure the documentation is reflective of the proce

A lot going on in the higher ed job market, esp IT. 55% are leaving/considering leaving in near future or planning to retire soon. Risk to institutional knowledge loss explicit - easily codified/SOPs implicit - practical application of explicit knowledge/

Meeting notes Birds of a Feather - functional - 02/19/2024 https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Flabug.org%2Fresources%2Fbirds%2FLABUG_BIRDS_RECORDS_REGISTRATION_2_19_24.mkv&data=05%7C02%7Cdkidd%40tulane.edu%7Cf95294af373543cfc

This year, LABUG partnered with MBUG to host this year’s conference located in Biloxi, MS. Sessions attended Banner Bootcamp & New Banner Users/New Conference Attendees Nice session to attend, but not specifically a value-add Affects of one department on

They would like 2 reps on the BOD (1 func, 1 tech) Tell Karen if you want to be on the board 1 hour per month - quarterly in-person meeting (or electronic) What can they do for us? Give them thoughts, ideas Ellucian rep - Aaron Webb Fall 2023 conference 9

Advice AACRAO advice https://exchange.aacrao.org/discussion/leave-of-absence-reporting-vs-leave-of-absence-readmission Peer Research Reviewed all G14 schools: Boston College, Boston University, Brandeis University, George Washington University, Lehigh Uni

Ask a lot of questions. Listen. Have a clear vision that you can effectively communication. Turn into actionable items. Hope for introverts. What happens when you’ve tried many ways to demonstrate trustworthiness? Mentorship. Learn ways to collaborate wit

Monday’s schedule Event Time Registration 7:00–6:30 Coffee break 7:00–8:30 Keynote doors open 8:00 Opening keynote 8:30–10:00 Morning break 10:00–10:30 Exhibit hall opens 11:45 Sessions 10:30-12:15 Lunch 12:15-1:45 Sessions 1:45-4:30 Reception 5-6:30 Sess

It’s important to use a framework to help you decide if/how/when to implement an AI tool. AI Framework.jpeg

Problem statement Each year’s Commencement preparation brings its own unique challenges. Over the past few years, the amount of flexibility in systems and processes and rate of change has increased. Our community relies on the Registrar’s Office to lead t

Problem statement Experience allows for embedding .ics or RSS feeds for calendaring. Job story When a student accesses Experience, a default card will be the academic calendar. Current process None. Objectives Allow students to subscribe to relevant parts

2022-10-26 Christie and I met today so that I could learn more about her and her job. She has been in the position a few months and has learned a lot, but acknowledges she has much more to learn. I share the concepts of capture, configure, and control: Ca

Action items

Portfolio manager/project manager

Examples

Alternative to DA hold If they have a grad app don’t give a time ticket after grad app deadline, inactivate sgastdn record Transcripts/posting credit - when to do it Registrar reviews transcript and evaluates credit if they have an ID number (don’t have t

New capability for Experience Centralize person information and THE source for person information - person matching and merging General theme of bad data lack of data mgmt system/protocols lack of understanding of who’s managing data Effects of bad data m

Banner includes some pages that may allow us to better track Commencement participation.

Problem statement We are preparing to implement Ocelot, which allows us to deploy an AI chatbot to answer our most-asked questions and connect students with specific aspects of their student record. Ocelot can “read” any source we identify, so to be prepa

https://tulane.box.com/s/mvjdv5kth1nx2c5dam73t90iqbpocppy https://tulane.box.com/s/mvjdv5kth1nx2c5dam73t90iqbpocppy

Burnout causes workload perceived lack of control lack of reward/fairness isolation from community values mismatch Digital transformation defined: strategic initiative focuses on serving digitally savvy customers and employees with operating models that a

Two or more sections are joined to represent a single class (disambiguate between “supersection” in Canvas) Campus - where instruction is taking place and population of students ins method - how content is delivered - f2f, ol, hybrid schedule type - how c

First Year Programs at TU uses this! UWG uses CampusESP for waiver management Keeps family appropriately informed (registration opens, fee payment deadline, etc.) FERPA waiver proxy management “Momentum Center” one-stop shop Could allow proxy to access in

Ingredients for an effective comm/tf Do we need multiple perspectives? Is there a clear purpose/charter? Will the outcome influence the final decision? Adequate resources to do their work They put the right people in the right seats Manage process in addi

Parents/family and students (prospective, applicant, current student) IvyAI Live chat restricted to specific times, when closed AI responds Analytics to show topics that stump the AI 10-5 each business day 10-1:30 and 1:30-5 Chat transcripts provide oppor

Stellic audits/Banner/Argos reporting Previously used paper forms and audits Rule of 3 - You get 3 years for process review and make changes, but at small schools you have - the Rule of 1 Online forms don’t address the real issue Identify strengths and we

NAACO - recommend for Jana Ceremonies 2 UG and one GR in Spring 2 ceremonies, split UG together with GR in fall OL grad app - before the start of graduation semester and opens with registration Run mass audits after census to identify those who could be r

The Culture Code: Secrets of Highly Successful Groups by Daniel Coyle Exercise Think back to your first job Think about your first day at that job and how you felt Think about how you felt when you clocked out of your first day If you could tell yourself

Dreams are: real I am: worthy I am: important I am: my first priority I am: beautiful I am: competent

Identify process that needs to be reviewed gap in data same question from faculty/students over and over scheduled time for review align with policy and procedure review Define target audience students (prospective/current) alumni/former students faculty/

Consultant Denise Kidd Client Tulane University School of Architecture Scope of work/conditions Services include: Analyze School of Architecture needs within the scope of service of the TU Office of the Registrar Identify and clarify Registrar business pr

Liz Jordan, Senior Director, Student Systems, Wilmington University Why and How Challenge High student to advisor ratio What guided pathways offer: Helps students identify, find (SEP), and stay on the path (track progress) Implementation Meetings with sta

Record maintenance Admission Entering admission applications. SAAADMS Entering admission decisions. SAADCRV Update curriculum records for students with existing learner records. SGASTDN/SFAREGS Program management Maintain classification and attributes SGA

2023-08-16 Currently working on new forms in SN, both are currently in Dev. Banner internal https://tulanedev.service-now.com/tulaneit/?id=sc_cat_item&sys_id=6b05c1fa1bbbe91080b264a2604bcb7a Banner class maintenance https://tulanedev.service-now.com/tulan

Action steps 15 complete Collect a list of interested parties 16 complete Order books 17 complete Schedule sessions 18 complete Develop session facilitator rotation Discussion ideas https://chatgpt.com/share/0dca06c0-aa88-4ed6-bbc3-a84c6227b37d

Emily’s Miro board https://miro.com/app/board/uXjVPRbYEu0=/?userEmail=dkidd@tulane.edu&track=true&utm_source=notification&utm_medium=email&utm_campaign=add-to-team-and-board&utm_content=go-to-board Notified yesterday put on PIP Scott trying to understand

User Department SGASTDN (Student curricula) SHATCMT (milestones) SFAREGS (student curricula, IS reg) SHATERM (GPA) SSASECT (create IS section) SSASECQ (view/search sections) SFASRPO (enter overrides) SZADEGR (degree certification) SGAADVR (advisors) Comme

Links Task tracker https://docs.google.com/spreadsheets/d/1C6Gvc2PgEwWmeF5d7zF6yy9bsB95IlcNhyJgV1bOzfk/edit?usp=sharing My SN dash https://tulane.service-now.com/nav_to.do?uri=%2F$pa_dashboard.do Notes

history of systemness, Gagliardi, J. S 2022 higher ed systems redesigned: from perpetuation to innovation to student success Systemness can effect collective impact Customizations difficult to support/upgrade, not flexible. Communication is really importa

National Guard, Reserves, Active Duty, dependents, Veterans Apply for certificate from VA (golden tickets) outlines benefits, months, percentage Post 9/11 based on time in service on active duty (4 years 100%) Student notifies institution they want to use

This position accesses student educational records as defined by the Federal Education Rights and Privacy Act (FERPA): "Education records" are records that are directly related to a student and that are maintained by an educational agency or institution o

Would like to understand full study abroad course process from the point of study abroad application through degree audit exception. How can we optimize this process so that it’s less manual? How can we build pre-approval into the process instead of appro

Sunday’s schedule Event Time Registration 9:00 a.m.–7:00 p.m. User Groups & Birds of a Feather 2:00–4:45 p.m. Exhibit Hall Open 5:00–7:00 p.m. Customer Welcome Reception 5:00–7:00 p.m. Session Location Date Day Time Digital Transformation - Playbooks EMC

AACRAO Edge can help with international transcript evaluation. Need to think about transfer policy. Guidelines and frameworks presented are useful.

Problem statement When I started in my position, I recall observing inquiries from affiliate employees who were unable to access Staff and/or Faculty tabs. We learned that affiliate employees’ data are not managed by HR, but rather by the departments and

Current status - backlogged until capacity is available. 7/15/24 Problem statement Accuracy of the student curriculum record affects registration, billing, and degree audit. The three most common record variables affecting accuracy are Student Type, Class

Tuesday’s schedule Event Time Registration 7:00–5:00 Coffee break 7:00–8:30 Keynote doors open 8:00 Opening keynote 8:30–10:00 Morning break 10:00–10:30 Exhibit hall opens 10:00 Sessions 10:30-12:15 Lunch 12:15-1:45 Sessions 1:45-4:15 Customer appreciatio

Executive summary The scheduling bottleneck caused by centralization with the PM prevents students from seeing all required and elective courses for registration. While the TU Office of the Registrar has tools (below) to clarify its processes and timelin

Problem statement In response to recent campus unrest, the university decided to require tickets for all students participating in Commencement and their guests. To facilitate ticket distribution, we needed a list of eligible students to provide to the Co

Is there any research on how the chatbot has affected the amount of phone calls/email how widespread is it used across campus - 10 offices. Does it work better for some units than others? what happens when the bot can’t answer a question? About Mercy Coll

Wednesday’s schedule Event Time Breakfast 8-9 Session 9:15-10 Keynote doors open 10 Keynote 10:30-11:30 Session Location Date Day Time Move to SaaS: Modernize Now! EMCC 341 March 29, 2023 Wednesday 09:15 AM CDT Strong Relationships Vital to Successful T

Badgr Profile Learner owned record Portfolio Skills 209 skills - all viewable Details, proficiency (self-identified), sources (education, resume, portfolio) Can remove/hide skills to remove them from calculation Can showcase and re-order your top 10 skill

Federal laws like Title IX, Clery Act Pending legislation GDPR State guidelines - sunshine laws Institutional policy