Banner Super User Meeting

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Banner Super User Meeting

• 28 November 2006

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Information Systems Services

• Welcome and Introductions
• Dr Clive Souter, Banner Super User Group Chairman

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Information Systems Services
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Information Systems Services

• Student Systems Development
• Hilary Swann, SIMS Manager

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Information Systems Services

• Outline
• What do the SIMS team do, to help the University
  achieve its Strategy?
• Some recent case studies
• Some plans for this session

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Information Systems Services

• What do the SIMS team do?
• Support
• Answer your Help Desk calls
• Essential system upgrades
• Updating documentation, running training courses
• Development
• You dream it we build it
• Capture your requirements
• Design and build a solution
• We test then you test
• Document the solution
• Train the users
• Go Live!

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Information Systems Services

• Case Study Accommodation Office
• We want automatic hall allocation and room
  booking
• Replaces the previous manual process of wardens
  booking students into rooms
• Speeds up considerably the process of informing
  students where they will be accommodated
• Ensures that the room a student is allocated
  meets their individual requirements
• T8 Provide an exceptional student experience

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Information Systems Services

• Case Study Work Placement Centre
• We want to be able to tell prospective students
  which modules offer work
• placements or work experience
• http//www.leeds.ac.uk/workplacementcentre/index.h
  tml
• T7 Deliver excellent and inspirational learning
  and teaching

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Information Systems Services

• Case Study School of History
• We want students to be able to log their module
  preferences we want the system to automatically
  allocate them to modules according to set rules
• 70 of students were allocated only one second
  choice
• lt20 got more than two second choices
• Staff got valuable market information, allowing
  them to respond to demand
• Improved planning, especially for staff workloads
  and timetabling
• T8 Provide an exceptional student experience

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Information Systems Services

• As a joint honours student, I am much more
  impressed with the History offices organisation
  in comparison to my other department. Not only is
  it much fairer, it is also organised much more
  efficiently, and early choices and decisions make
  you much more aware and prepared for work in the
  following year
• T8 Provide an exceptional student experience

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Information Systems Services

• Case Study Central Student Administration
• We want students to be able to carry out even
  more tasks themselves, using the Student
  Services tab on The Portal
• They can confirm their module enrolment
• They can view their personal weekly timetable
• They can provide bank details for their Leeds
  Bursary payments
• They can view their official marks and, if
  necessary, indicate which modules they want to
  resit
• Re-sit students can get their resit results and
  apply to resit again
• T8 Provide an exceptional student experience

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Information Systems Services

• Other minor developments benefiting staff
• We want you to make our working lives easier!
• Amended presentation of the Anonymous Marks Sheet
  used by schools to advise students of exam
  results. The marks sheet now incorporates two
  columns of exam results on one page reducing the
  amount of paper and printing required
• A summary report of UCAS data is now available,
  so that all selector centres in a Faculty can be
  included for management information
• A new report has been created for Departmental
  Exams. The Departmental Missing Marks report
  (SWRDMMR ) allows schools to report on missing
  marks for students prior to release to Central
  Student Administration
• E4 - Improve core systems and processes

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Information Systems Services

• A students mobile phone number can now be
  extracted using the PHONE_MB field in the
  PUBLIC_AS_DEPARTMENTS_DATA ODBC View
• An upload process has been designed, which
  enables schools to upload student progression
  codes into Banner from an Excel file, thus
  removing the need for dual data entry
• The introduction of an entry screen to enable the
  input of sports membership by Sport Leeds
  directly into Banner. An ODBC view was also
  provided
• Amendments to the Prospects Campus Visits and
  Independent Visits Workflow to ensure
  International enquirers are provided with the
  correct information
• Simplified Sign On access to Student Services for
  both staff and students
• General Enhancements to Banner reports, eg export
  to Word or Excel, provision of input fields to
  avoid having to scroll down long lists
• E4 - Improve core systems and processes

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Information Systems Services

• Plans for 2006-7
• Banner 7
• Online Registration and online module enrolment
• The Diploma Statement for RPG students
• Online Admissions
• UG degree classifications
• Move to Central Timetabling

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Information Systems Services

• Case Study Course Enquiries Team
• We want to change to using the automated email
  service offered by Belmont Press
• The daily task of checking the report for
  nuisance addresses and inaccurate data is time
  consuming
• Enquirers who request a prospectus currently
  receive their prospectus up to 5-7 days later
• Human error can creep in during our checking
  process, eg duplicates and inaccurate data missed

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Information Systems Services

• Next year
• Prospective students will receive a prospectus in
  3-5 days (a minimum of two days quicker)
• The Course Enquiries team will save 5,000 per
  annum in staff time
• No human errors introduced
• Requests for prospectuses can continue even if
  the Course Enquiries Office is closed
• T8 - Provide an exceptional student experience

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Information Systems Services
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Information Systems Services

• Upgrading to Banner 7 (including a demo of Banner
  7)
• Linda Limback, Functional Service Leader

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Information Systems Services

• Training Updates
• Welcome to Atika Hadi
• Banner training for new staff
• No training in March 2007

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Information Systems Services

• Dan ORourke, Banner Training Documentation
  Officer
• Banner 7 Upgrade
• Click here to access the Banner 7 Upgrade project
  webpage
• on the SIMS website

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Information Systems Services
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Information Systems Services

• Improving and Extending Online Registration
• Tessa Mobbs, Project Manager for Online
  Registration

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Information Systems Services

• Online registration project 2005/06 (phase 1)
• Enhancements to online registration (taught
  students) (phases 1b and 2a)
• Online registration for research students 2006/07
  and 2007/08 (phase 2b)

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Information Systems Services

• Online Registration 2005/06 (phase 1)
• Key elements successfully delivered by 1 August
  2006 'go live
• Secure and reliable online registration system
  (taught students)
• Secure online facilities for students to view and
  make any payments due (during or after process)
• Secure method for new students to retrieve ISS
  username and password
• Technological solutions to share and transfer
  data between discreet systems
• Infrastructure for supporting students
  registering online (on and off campus)

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Information Systems Services
Online Registration 2005/06 (phase 1)
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Information Systems Services

• Online Registration 2006/07 (phases 1b and 2a)
• Key enhancements to current system (taught
  students)
• Delivery through the Portal (November 2006)
• Online registration pages
• address, phone numbers and emergency contacts
• fee payment arrangements/online payments
• SportLeeds
• Minor changes to text following student feedback
• Streamlining process for students to register
  online with Leeds Student Medical Practice
• Communications
• Improve communications with some student groups
• Produce online student guide to registration

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Information Systems Services

• Online Registration 2006/07 and 2007/08 (phase
  2b)
• Extension of current system to research students
• Deliver a generic online registration system for
  research students (Spring 2008)
• Consultation on new processes
• Faculty User Group (21 November 06). Feedback on
  discussions within schools/faculties (by 8
  December 06)
• Faculty Graduate Board (5 February 07)
• Faculty Postgraduate Research Committees (April
  07)
• Faculty Graduate Board final endorsement (23
  April 07)
• Specification of system developments (May 07)

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Information Systems Services
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Information Systems Services

• Diploma Supplement Statement Project
• Alison Leach, Research Degrees Scholarships
  Office

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Information Systems Services

• University strategies support by this project
• E4 Improve core systems and processes
• T8 Provide an exceptional student experience

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Information Systems Services

• Benefits
• Aid student and employee mobility
• Aid recognition of qualifications across
  different countries
• Promote transparency within Higher Education
• Take into account changes in qualifications

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Information Systems Services

• Project Team
• Research Degrees Scholarships Office
• Secretariat
• ISS
• External specialist printing company

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Information Systems Services

• Project Sponsor
• Andrew Parkinson
• Academic Authority
• University Bologna Group
• Graduate Board

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Information Systems Services

• Documents issued with Degree Certificate
• Taught Students
• Diploma Supplement and Transcript
• Research Students
• Diploma Supplement and Statement

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Information Systems Services

• Diploma Supplement and Statement (1)
• Issued to all research students who commenced
  their research candidatures during Session
  2003/04
• Issued to all research students graduating (or
  withdrawing from their research studies) from
  December 2006 onwards
• First UK institution to issue a Diploma
  Supplement to research postgraduates

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Information Systems Services

• Diploma Supplement and Statement (2)
• Personal information
• Academic achievement
• Description of the level and nature of the award
  and the awarding body

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Information Systems Services

• How do I find out more?
• Contact the business project manager
• Alison Leach
• a.j.leach_at_adm.leeds.ac.uk
• or the ISS Project Manager
• John Ramsden
• j.p.ramsden_at_leeds.ac.uk

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Information Systems Services
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Information Systems Services

• Enhancements to Banners Online Admissions system
• Alison Leach
• Research Degrees and Scholarships Office

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Information Systems Services

• University strategies supported by this project
•  
• T2 Create sustainable recruitment of high
  quality
• international students
• T8 Provide an exceptional student experience
• E4 Improve our core systems and processes

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Information Systems Services

• Benefits
•  
• Improve direct admissions service for applicants
  and staff
• Speed up the admissions process
• Improve data quality in Banner (addresses, email)
• Introduce generic admissions processes across
  Faculties

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Information Systems Services

•  Application types available in OLA
• Taught Postgraduates
• MBA
• International Foundation
• Research Postgraduates

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Information Systems Services

•  New application types for 2007
• Healthcare Studies applicants - January 2007
• Study Abroad applicants September 2007
• Eventually, all direct applicants will use this
  system

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Information Systems Services

• Phase 3 On-line Admissions Project
• Feedback from -
• Students
• Faculty/School Staff
• Corporate Services Staff
• has resulted in a list of additional requirements
  for the system
• Phase 3 begins in January 2007

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Information Systems Services

• Some of the enhancements coming in 2007

• The system will email applicants reminding
  them to send
• their supporting documents
• A second email will be sent when no activity
  on the record is
• registered, reminding them to complete
• Email to applicants telling them an offer
  has been made
• Functionality to allow applicants to accept
  offers online
• Improvements to the printing of the schools
  report and the
• applicant's summary report
• Management information will be available
  via a new website
• Investigate document management systems to
  store scanned
• documents

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Information Systems Services

• How do I find out more?
• Contact the business project managers
• Alison Leach and Gillian Healy
• a.j.leach_at_adm.leeds.ac.uk
• g.j.healy_at_adm.leeds.ac.uk
• or the ISS Project Manager
• Paul Holmes
• p.n.holmes_at_leeds.ac.uk

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Information Systems Services
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Information Systems Services

• Using Banner to Classify Students (including
  demo)
• Linda Limback, Functional Service Leader

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Information Systems Services

• Degree Classifications 2005/2006 Phase 1
• Degree Classification Tool
• Go Live Oct 07 for TPs
• Pilot for four volunteer schools
• Degree Classification Upload
• Original go live date June 07 for UGs
• Go Live Oct 07 for TPs

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Information Systems Services

• Supporting Functionality
• Missing marks check for both upload and tool
• Reports
• Missing Finalist Marks Report SWRCLMM
• Missing Classification Report (Schools) SWRCLMR
• Missing Classification Report (CSA) SWRCLCS
• Classification Sheet Multi Purpose Report
  SWRCLMP

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Information Systems Services

• New Award Codes
• CA Changed Award
• DA Delayed Award

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Information Systems Services

• The Upload Process
• Run Missing Marks Report
• Generate CSV File detailing Finalist Students
• Enter Classification Awards
• Upload Awards into Banner
• Release Awards to CSA
• Send CSA Signed Exam Board Classification Sheet

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Information Systems Services

• The Classification Tool Process
• Run Missing Marks Report
• Enter Classification Awards
• Release Awards to CSA
• Send CSA Signed Exam Board Classification Sheet
• Banner

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Information Systems Services

• The Next Stage
• Gather feedback from the pilot
• Start looking at UG requirements
• Workshops and discussion groups
• UG pilot in June 07

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Information Systems Services
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Information Systems Services

• Improvements to Timetable Information for Staff
  and Students
• Mark Britchford, Project Officer

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Why would you create an individual student
timetable ?

• Improving the quality of the information we give
  them
• Ensuring they have a complete timetable
  accessible from one place
• Allows schools to forward plan where and when
  tutorial groups are going
• to occur
• We can resolve clashes on the timetable before
  students encounter them

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Student Satisfaction Survey

• Organisation and management
• 13. The timetable works efficiently as far as my
  activities are concerned.
• Learning resources
• 18. I have been able to access specialised
  equipment, facilities, or rooms when I needed to.

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Timetable process
Programme of Study
Modules
Web timetable
Student Allocation
Activities and Activity Templates
Timetable
Banner
Students Enrol Online
Student Module Choice Data
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Programme of Study
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Programme of Study cont.
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Programme of Study cont.
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Programme of Study cont.
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Programme of Study cont.
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Programme of Study cont.
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Programme timetable in Syllabus Plus
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Programme timetable on the web
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Module timetable in Syllabus Plus
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Module Timetable on the Web
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Online Enrolment
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Student Set module choices
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Activity templates in Syllabus Plus - core
lectures
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Activity templates in Syllabus Plus - tutorials
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Student Set timetable
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Programme timetable on the web
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Student timetable on the web
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Where next.

• Individual staff Timetables available via the
  portal
• Clash resolution prior to students returning to
  Leeds
• Whole University timetabling individual
  timetables

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Information Systems Services
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Information Systems Services

• Question Time
• Dr Clive Souter, Banner Super User Group Chairman
• Banner Panel of Experts

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Information Systems Services