Peralta OCM Strategy

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Welcome toTour de Passport

• February 14, 2008

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Status

• Project is on track for April implementation
• Business Readiness Teams (BRTs) are busy with
  final preparations including testing, training
  and setting up support
• Application is all but complete with the
  exception of a few minor details
• Theres a great deal of work to do to finalize
  the system and the organization
• Preparation is key learn more today about what
  this is all about then be trained

Everyones Ownership is Important for Success!
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Timeline
GO LIVE!

• Contingency Plans
• Support Plans
• Success Criteria

• AR
• Campus Community
• Student Self Service
• Student Finance
• Financial Aid
• Schedule and Catalog

• Super users
• Functional support
• Technical support

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Agenda
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Schedule and Course CatalogSheryl Queen

• Tour de Passport
• February 14, 2008

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Translating Mainframe to Passport

• Mainframe
• /RFM
• Department
• Course Number
• Campus (A,L,M,V)
• Short Title
• Class Code

• Passport
• Course Catalog
• Subject
• Catalog Number
• Campus (2,5,6,8)
• Description
• Class Number

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Sessions

• Sessions subdivide a term (semester) into time
  periods for offering courses.
• Regular sessionhas standard begin/end dates
• 8 week 1-first 8 week session
• 8 week 2- second 8 week session
• Dyn Dated-dynamically dated, has unique begin/end
  and census dates
• Intersession(s)

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Campus Community, Self Service and Admissions
RecordsProcess ReviewsJoyce Brown-Willis

• Tour de Passport
• February 14, 2008

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Campus Community Key Process Changes
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Self Service - Key Process Changes

• Faculty Self Service
• Submit Grades Online
• Saves Time in Submitting Grades
• Reduces Errors
• View Class Roster
• Search Schedule of Classes and Course Catalog
• View weekly schedule
• View Detailed Information about course
• Facility
• Available Seats
• Meeting Dates
• Notify a Student from a Roster
• Student Self Service
• Track Financial Aid progress
• Track Grades
• Add/Drop
• Access Account Information
• Access To Do Lists

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Admissions Records Key Process Changes
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LUNCH

• Tour de Passport
• February 14, 2008

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Lunch Instructions

• Single file line out door
• International flair enjoy!!
• Come back in sit, enjoy and interact
• Participate in the activity

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Activity

• Notice a question worksheet has been placed on
  your table.
• Each table will complete one worksheet.
• Select a leader and a scribe can be the same
  person or two different people.
• Discuss the question for a few minutes.
• Capture your answers for the table.
• Well be around to answer questions and pick up
  your worksheets.

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Student FinancialsDettie Del Rosario
Tour de Passport February 14, 2008
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Student Financials Main Menu
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Key Process Changes

• Students will use EMPLID to make payments rather
  than Social Security numbers.
• Each transaction will be identified by cashier.
• Students account data will cover a students
  entire academic career, not just one semester at
  a time.
• Students printout will show only the receipt of
  payment.
• Bursars will be able to view Financial Aid Awards
  and Grants on the students accounts
• End of Day daily balancing reports will be done
  on campus rather than at the district.
• Form 1098Ts are issued with values and can be
  printed from the Bursars office.

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Cashiers Office
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Customer Accounts
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Post Student Payments
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Financial AidJudy Cohen

• Tour de Passport
• February 14, 2008

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Key Process Changes

• New Financial Aid system created specifically for
  Peralta.
• Financial Aid will use less paper with the new
  system.
• Process will be task driven with many prior
  manual functions auto performed by the system.
• Financial Aid will have more accurate system to
  extract data for Federal and State reporting.
• Email will be used to communicate with students.

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Key Process Changes

• Fee Waivers will be recorded similar to prior
  process and will waive student enrollment fee
  (except for 2 term campus fee)
• Student Data will be integrated for all 4
  colleges
• Students will be able to track FA applications
  online and will be able to receive FA more
  quickly with the new automated process.
• As always, late grades mean late checks.
  Financial Aid calculation of Satisfactory
  Academic Progress is dependent upon timely
  submission of grades.

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Every student has a secure username password to
access the Portal.
Tuesday, November 10, 2009
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Students can accept/deny awards and view their
SAP status directly online, creating a paperless
award process!
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Student Self Service Portal allows students to
view personalized messages from the financial aid
office.
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Students can view and print outstanding
information that is needed by the financial aid
department.
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Students can select their lender of choice online.
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Students have the ability to work in their native
languages.
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Wrap-UpHoward Perdue

• Tour de Passport
• February 14, 2008

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Closing Thoughts

• This is one of the largest and most complex
  projects weve ever undertaken at Peralta
• Youve learned a great deal today
• Be prepared for training
• There is a great deal of work to do
• Engage, help out, support
• Go to www.peralta.edu/passport and take the
  Basics and Navigation Course

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Questions?

• Tour de Passport
• February 14, 2008

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Before you leave

• Tour de Passport
• February 14, 2008