Trip-tic to Route 9.0Tips & Discussion

Mary FriedliebJune 8, 2007

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Agenda

● Tips on how to prepare for your upgrade● Top 3 New Features in 9.0

– Modifications that may not be necessary

● List of known Bugs● Where can you get more information…● Questions & Discussion

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Tips to Prepare for Upgrade

● “It’s about the business, not the software”– Review/revise business policies and processes

● Identify and organize your team now● Review/revise your documentation of your

business and your system– Especially your documentation on customizations

and modifications!– Population Selection tool? (more later…)

● Are you fully configured/setup to take advantage of all the enhancements?

● Vision vs. Pragmatism

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Person Model

● Personal Data split up into multiple effective dated tables● Employment table eliminated● Person Of Interest allows more types of people to be

tracked on the system without being employees● Person can have multiple relationships with the

organization at the same time● One EMPLID (or Person ID) stays with the person

regardless of relationship or status● Some Person Of Interest (POI) types can have benefits

(Other Payee)● Does more for HR than Campus Community

This data structure change is a big part of a upgrade from 8.0 to 9.0

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Top 3 New Features

A look at the top 3 new features you’ll find in version 9.0 presented by major functional areas across HR and SA.

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Human Resources

1. Profile Management– Replaces accomplishments and competencies – Includes career planning, performance management

(links), and training

2. Template Based Hires – Define hire templates that can save users time and

data entry on hires– Hire can be delegated to management with final

process reviewed by HR before hire is completed

3. I-9– Employee self-service form that meets compliance

standards for Employment Eligibility Verification– Manager or administrator completes the transaction

on-line and I-9 forms will now be stored electronically

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Benefits

1. Formulas– Replaces coverage calculation process with more

flexibility to calculate difficult coverage options especially for life insurance

2. Single Rate Table– Replaces individual rate tables (flat, age, etc.) with

one single table. A few more options added.

3. Simple Plan Type– New plan type for client defined plans

● Such as legal assistance, parking, or transit tickets

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Payroll/Time and Labor

1. Printable Self-Service Check Stub– PDF version of the check so an employee can go

on-line and print their deposit advice cleanly

2. Garnishment Improvements– More complexity and more flexibility for those who

understand how to play with the garnishment rules

3. Time and Labor Enhancements– Employee details can be extracted to Excel– More integration with payroll options

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Campus Community

1. Self-Service– Lots of navigational changes– Increased configurability

2. Student group security– Similar to 3C security

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Admissions

1. Deactivate programs, plans and sub-plans – Via setup fields on the plan table – Don't appear for prospecting or admissions – Still available on the SR side– For prospects, last prospect date. For admissions,

last admission term2. Updated Education component

– Merged external education and academic summary tabs

– Changed the desired/received section to "Transcript Status" and made the field display and order customizable

3. Updated application and prospect delete– Can use population selection, cleaned up a few

issues

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Student Records

1. Population Selection– Select by Query, Equation Engine, External File,

Manual List – Used for Student Groups / Service Indicators /

Transcripts

2. Transcript– New Request pages – XML format

3. Self-service Enhancements– Faculty Center (Student Photos & Exam Schedule) – New tabular view – Course selection options – My Planner

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Academic Advisement1. Enrollment Backpack

– Integrates advisement, enrollment, class search and course planner

– Student's point of entry determines further navigation to either enroll in classes or to plan for future terms

– Course planner capability2. Reporting

– Interactive Degree Progress Report - really, really, really GREAT

– Batch transcript advising reports use the population selection tool - query, external file format or equation engine

– XML Publisher template3. Enhanced “what-if” capabilities

– In self-service student can select up to 3 program/plan/sub plan combinations

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Academic Advisement

4. In-progress repeated coursework excluded from advising reports

5. Advisor Self-Service– Redesign of View My Advisees based on Student

Services Center design

See slides 33 & 34 of Alliance 2007 Conference –

Session 23275 Enhancements to Academic Advisement

v 9.0 for more detail!

See slides 33 & 34 of Alliance 2007 Conference –

Session 23275 Enhancements to Academic Advisement

v 9.0 for more detail!

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Financial Aid

1. External Award Load Processing (New)– Posting of Student Financials transactions to a student’s

awards (Waivers, 3rd Party payments)– Posting of student reported external awards via self-

service– Posting of external awards from State Rosters, Campus

Departments

2. Updates to Packaging– Mass Packaging Select uses “Population Selection”

instead of the Mass Packaging Query Definition– There are new options on how to handle Repackaging – Repackaging Options expanded – New Setup and Page Fields added to enhance the

Repackaging process

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Financial Aid (continued)

3. Enhanced Functionality for Student Self-Service– External Award Reporting for Student Self-Service – View and Print Award Notification– Self-Service Lender Selection– Self-Service Loan Counseling

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Student Financials1. Self Service

– Misc. Purchase Items – parking permits, event tickets, test fees, publications etc.

– Leverage XML Publisher – 1098T view & print– Agreements – E-Consent, Permission List (old FA pmt waivers)– E-Bills– Payment Plans – enrollment & changes

2. Population Selection (Pop-Select) & Population Update (Pop-Update) – Third Party Contract & Payment Plan Enrollment– Mass Third Party Contract Roll Over– Set T-Calc Required Flags, T-Calc Equation Variables– Assign/Remove Service Indicators, Communications, Student

Groups– Data selected by Query, Equation Engine, Excel File, Manual List– Gotcha – Ext Org Setup more difficult

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Student Financials (continued)

3. Equation Engine – Enhancements for T-calc – Bundle 9 just released

● Globals for Session, Class, Course, Drop Date, Enroll Action Reason

– Leverage Pop-Select & XML Publisher– Expanded Error Messages– Run Controls– Editor on 1 page– Expand/Collapse of like statements

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Contributor Relations

1. Population Selection– Can be used for Audiences, Initiatives, Membership

Organization, 3Cs Engine, Communication Assignment, Service Indicator Placement and Release

2. External Organizations redesigned– Addition of Foundations setup and tracking– Effective dating consistency from top to bottom– Setup all in one place!– Setup data needed driven by Organization Type

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Contributor Relations

3. Streamlined Data Entry– Academic Summary on one page!– Gift entry; can define if to include or exclude from

feed to GL, integrated search/match, DECEASED indicator displayed, gifts in kind, matching gift extensions

– Prospect management; contact reports can remain open prior to completion of action, consistent headers, rating functionality enhanced for better data integrity with effective dates and valid value prompts, FERPA shade icon

4. Contributor Relations-specific Search/Match

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Technical

1. Service Oriented Architecture (SOA) – provides published services around the person

model– uses web services to access a shared directory of

student and employee data, and provides it to applications that need it - minimizing inaccuracies and need to reenter

2. Oracle XML Publisher – provides new approach to report design and

publishing by incorporating familiar desktop tools with enterprise application reporting

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Technical (continued)

3. Population Selection and Population Update – extensive framework enabling end users to specify

populations for SA processes using PS Query, a file, or Equation Engine and updating attributes of the selected population

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List of Bugs in v 9.0

● Repeats in-progress not being excluded from degree progress report– Potential fix in upcoming bundle

● Requirement Group descriptions displaying incorrect effective dates– Targeted a fix for CS 9 Bundle #4 (August 2007)

● Display if satisfied not obeyed on non-PDF version of the advising transcript – Fix is expected to be delivered in an upcoming bundle

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List of Bugs in v 9.0 (continued)

● Precondition switching from ‘in’ to ‘equal’ – Urgent incident reported to development team

● Class requirements Search and Integration with My Requirements – Status???

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Additional Information

● Alliance Presentations● Notes from attendees on the presentations● Oracle website

– Links to Oracle webinars– Whitepapers, Documentation– GSC

● HEUG.online (www.heug.org)● mary.friedlieb@cedarcrestone.com

– 877-374-8118

Questions& Discussion