Trip-tic to Route 9.0 Tips

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Trip-tic to Route 9.0Tips Discussion

• Mary Friedlieb
• June 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

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

• 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

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Top 3 New Features

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

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Human Resources

• Profile Management
• Replaces accomplishments and competencies
• Includes career planning, performance management
  (links), and training
• 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
• 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

• Formulas
• Replaces coverage calculation process with more
  flexibility to calculate difficult coverage
  options especially for life insurance
• Single Rate Table
• Replaces individual rate tables (flat, age, etc.)
  with one single table. A few more options added.
• 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

• Printable Self-Service Check Stub
• PDF version of the check so an employee can go
  on-line and print their deposit advice cleanly
• Garnishment Improvements
• More complexity and more flexibility for those
  who understand how to play with the garnishment
  rules
• Time and Labor Enhancements
• Employee details can be extracted to Excel
• More integration with payroll options

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Campus Community

• Self-Service
• Lots of navigational changes
• Increased configurability
• Student group security
• Similar to 3C security

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Admissions

• 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 term
• 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
• Updated application and prospect delete
• Can use population selection, cleaned up a few
  issues

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Student Records

• Population Selection
• Select by Query, Equation Engine, External File,
  Manual List
• Used for Student Groups / Service Indicators /
  Transcripts
• Transcript
• New Request pages
• XML format
• Self-service Enhancements
• Faculty Center (Student Photos Exam Schedule)
• New tabular view
• Course selection options
• My Planner

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Academic Advisement

• 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 capability
• 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 template
• Enhanced what-if capabilities
• In self-service student can select up to 3
  program/plan/sub plan combinations

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Academic Advisement

• In-progress repeated coursework excluded from
  advising reports
• 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!
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Financial Aid

• External Award Load Processing (New)
• Posting of Student Financials transactions to a
  students awards (Waivers, 3rd Party payments)
• Posting of student reported external awards via
  self-service
• Posting of external awards from State Rosters,
  Campus Departments
• 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)

• 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 Financials

• 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
• 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)

• 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

• Population Selection
• Can be used for Audiences, Initiatives,
  Membership Organization, 3Cs Engine,
  Communication Assignment, Service Indicator
  Placement and Release
• 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

• 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
• Contributor Relations-specific Search/Match

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Technical

• 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
• 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)

• 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_at_cedarcrestone.com
• 877-374-8118

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Questions Discussion