the triple ‘e’ edit reports, exception reports, and extraordinary results laura mckenzie and...
TRANSCRIPT
NWEUG2015
THE TRIPLE ‘E’EDIT REPORTS, EXCEPTION
REPORTS, AND EXTRAORDINARY RESULTS
Laura McKenzie and Lisa Lewis-Mangum
Idaho State University
July 31, 2015 9:00 – 9:50Business Intelligence Track
Coeur d’Alene, Idaho
NWEUG2015
SESSION RULES OF ETIQUETTE
Please turn off you cell phone/pager
If you must leave the session early, please do so as discreetly as possible
Please avoid side conversation during the session
Thank you for your cooperation!
Coeur d’Alene, Idaho
NWEUG2015
INTRODUCTION Idaho State University
Banner Admissions October of 2009
Full cutover from legacy system to Banner August 2010
~14,000 Students
We will walk through the process for creating an edit or exception report and how we utilize them in our daily processing.
We will also outline the edit and exception reports Idaho State University uses in their student module.
Coeur d’Alene, Idaho
NWEUG2015
SESSION AGENDA
1. What are Edit and Exception Reports?
2. How we know when to build a report or a “one-time” cleanup.
3. To Schedule or Not to Schedule?
4. A sampling of what we currently have
5. Where we want to go
Coeur d’Alene, Idaho
NWEUG2015
WHAT ARE EDIT & EXCEPTION REPORTS?
Coeur d’Alene, Idaho
NWEUG2015
EDIT AND EXCEPTION REPORTS DEFINED AT IDAHO STATE: Exception Report – focuses on inconsistencies in the data based
upon the business processes that exist for Idaho State University. Examples:
Post Bachelorette (PB) students that don’t have a bachelors degree on record
Athletes in SGASPRT that do not have an active Student record.
Athletes missing an NCAA ID in SPAIDEN
Edit Report – Data that appears to be incorrect or missing after normal processing has run in Banner.
Examples: Missing academic standing for PB students after Academic Standing Jobs.
Max hours greater than standard after end of term.
Coeur d’Alene, Idaho
NWEUG2015
WHEN TO BUILD A REPORT VS. A ONE TIME CLEANUP Report requests are usually born out of necessity or experience
with “bad” data.
Once a problem is discovered: Is it a business process/BIC error
Can the process be changed to fix the problem from recurring?
Create an Exception report that focuses on the data inconsistency.
Is it a system or processing error Is there a solution (patch or workaround available).
If yes – apply patches or workaround and do a one time cleanup
If no – create an edit report to be run together with the processing (example would be end of term)
Coeur d’Alene, Idaho
NWEUG2015
TO SCHEDULE OR NOT? We have set up a “Student Exception” group account
All scheduled exception reports are sent to this account.
This allows multiple individuals to see the email without worrying about having to update this is in the schedule process.
While scheduling reports to run regularly can be helpful it can sometimes lead to complacency in the cleanup efforts.
You may find that the schedule should be scaled back or stepped up based upon the response and the amount of exception data.
Scheduling doesn’t always make sense. In this case – we make the report available to run on demand.
Coeur d’Alene, Idaho
NWEUG2015
REPORTS WE CURRENTLY HAVE SCHEDULED:
Athletes Reports missing a minimum credit amount on SFAREGS
registered in less than 12 credits
Incorrect Suffix Report
Holds and Overrides that have been deleted by a user
Students with invalid curricula
Veteran Reports Students with a Veteran marked on SPAIDEN but nothing in Veteran tab of
SGASTDN
Students with a Veteran classification in SGASTDN but nothing in SPAIDEN
Coeur d’Alene, Idaho
NWEUG2015
REPORTS WE CURRENTLY HAVE SCHEDULED:
Degree Works Reports Major exceptions that were entered into SPACMNT that need to be
entered into Degree Works
Students with a AA, BA, or BS that don’t have the corresponding attribute
New Degree Works students with historical coursework that may need course attributes added
** we also send the log files from the nightly process to this account so the functional office can do first level testing when issues arise
pertaining to data ***
Coeur d’Alene, Idaho
NWEUG2015
EXAMPLES OF EXCEPTION REPORTS
Active SIAINST record with an inactive employee status
Course records with a SMAAREA and with a null pre- requsite indicator
Athletes without an NCAA ID
Students without a state ID number
Coeur d’Alene, Idaho
NWEUG2015
EXAMPLES OF EDIT REPORTS
Enrolled students without an active SGASTDN record
Students with good academic standing with a max hour less than 18
Sections over capacity
Deceased students with enrollment and/or active registration
Students over the credit limit
Coeur d’Alene, Idaho
NWEUG2015
WHERE WE WANT TO GO The end goal would be to have no “bad” data. We want to evolve as business processes change and
have our edit and exception reporting change with it. This means :
adding new reports, altering reports based upon business process
changes decommissioning reports as problems that used to
exist go away.
Coeur d’Alene, Idaho
NWEUG2015
SESSION SUMMARY
Edit and Exception reports are very personalized to the institution or organization
The important piece of the puzzle is to have functional and technical work together to solve the problem.
These reports are meant to change and evolve as your systems and processes evolve.
Coeur d’Alene, Idaho
NWEUG2015
QUESTIONS & ANSWERS
Coeur d’Alene, Idaho
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THANK YOU!Laura Mckenzie – University Registrar – [email protected]
Lisa Lewis-Mangum –Computer Analyst Sr. – [email protected]
Coeur d’Alene, Idaho