Pennsylvania BANNER Users Group 2006

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Pennsylvania BANNER Users Group2006

• HACC ACCOUNTS RECEIVABLE

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HARRISBURG AREA COMMUNITY COLLEGE (HACC)
ACCOUNTS RECEIVABLE
AUTOMATED SCHEDULE
CANCELATION
PROCESS
(A.K.A. NO PAY )
Presenters Jim Zablosky Director Student
Accounts 717-780-1917
Calvin Deiterich Database Query Report
Analyst 717-780-2542
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General Announcements

• Please turn off all cell phones/pagers
• If you must leave the session early, please do so
  as discreetly as possible
• Please avoid side conversations during the
  session
• Questions will be answered at the end of the
  session
• Thank you for your cooperation

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Process before Automation

• 8 - 9am
• 9 - 10am
• 10 - 1pm
• 1 - 3pm

• Complete processing of prior evenings work
• Run Banner extract job for all current registered
  students reviewed by Student Accounts
• The extract was emailed to the FinAid and VA
  Offices for their review
• The final list was routed to Registration for
  manual removal of each student remaining on the
  list

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Process before Automation

• STRENGTHS
• Great flexibility
• Great opportunity meet and greet students dropped
  in error
• Great job security

• WEAKNESSES
• Required looking at approximately 1,500 students
  each term by multiple departments
• No good way of tracking why a student was kept
• Too many people could hold or delete a hold
  without any user history

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A Need For A Change

• The college recognized that this was a slow and
  cumbersome process that didnt work very well.
• Students, staff, and instructors all had issues
  with the process as it existed
• We did what every organization does that wants
  to avoid accountability and deflect
  responsibility we.

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A Need For A Change

• We created a Task Force
• Its charge was to analyze and stream line this
  process
• You all know how Task Forces work.

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A Need For A Change
We had to re-orient our management triangle
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A Need For A Change

• This was a truly needed project
• 20 different areas were represented
• Information Technology took an active role
• The people that understood Banner and would gain
  the most benefit from this change were engaged in
  the process
• It took about 12 months
• It is still ongoing in minor ways

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The New process required baseline process
changes

• Our Banner extract had to be modified to capture
  all pertinent information we used to base
  no-pay decisions

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The Banner Extracts FieldsUPaid Enough
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The Banner Extracts FieldsFincAid HeldYa
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The Banner Extracts FieldsSTAC HeldYa
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The Banner Extracts FieldsYouveBin Dropped
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The New process required operating procedure
changes

• Student Accounts moved to using TSADETL memo
  holds from SGASADD attribute holds
• Financial Aid developed an algorithm populating
  the ROAUSDF screen
• Personnel with access for holding or removing
  holds from student accounts was limited
• Introduced a hold expiration date so no one has
  to remember to re-check a students account
• Ability to track why students were held in
  class
• Established uniform no-pay criteria for all
  campuses

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The New process required some schedule
coordination

• Registration Office publishes a timeline each
  semester for all major no pays

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New Process

• 8 - 9am
• 9 - 10am
• 10 - 12pm
• 12 1pm

• Complete processing prior evenings work
• Run Banner extract job for all current registered
  students reviewed by Student Accounts. Holds
  are placed on accounts in Banner to remove them
  from no pay list.
• The extract was emailed to the FinAid and VA
  Offices for review. Holds are placed on accounts
  in Banner to remove them from no pay list.
• Student Accounts runs the final no pay list and
  notifies Registration. After a final review
  Registration runs SFRRNOP and students are
  dropped in a few minutes

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New Process

• STRENGTHS
• Reduced student population we need to look at
  each semester
• More stream-lined and coordinated process
• Reduced personnel requirements especially in
  Registration
• Better control of holds and hold removals

• WEAKNESSES
• Less Flexibility
• Required new Registration reports to be developed
• Requires shut down of Web functionality 1 hour
  during no-pay day

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Pennsylvania BANNER Users Group2006

• Open Floor for Other Questions?

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Pennsylvania BANNER Users Group2006

• Have a great day!