Project Hot Topics for Staff

For future updates from the SIS teams, please refer to the Team Updates page on our new website.

Student Financials Team Weekly Updates

Wednesday, December 21, 2016
Meeting Outcomes:
Main focus this week has been in the below areas:
  • In BCSPRD: address any Spring 2017 issues
  • Collaborate with BPS leadership on weekly priorities and assignments (i.e., collections, departmental queries before end of year)
  • Testing: Summer 2017 fees and credit bucket, GL7.4 Automation of AE Item Type Approval and 1098T processing
  • Coordinate on CNP with SR/OR, FA, CSC, Communication teams and CalCentral

 

Records Team Weekly Updates

Wednesday, December 21, 2016
Meeting Outcomes:

COMPLETED:

  • Updated S25 BPG
  • Final Exam Fall 2016 debrief and planning for future
  • Grading basis updates
  • Grade Roster and Roster Status reports
  • Scheduled Batch ID with Kelly Mann for nightly term activation and appointment for new matr spring '17 students
  • Batched enroll OOMPH students for spring '17
  •  ITLI Class Attribute update
  • Summer update: Grad Matters Task Force
  • Update extract logic (Slate)
  • Phase 3 Summer SIT
  • Summer/BRCOE prep session
  • Grade Basis Change eForm spec
  • SIT Faculty emails to BBA
  • Summer Appt config and process setup
  • Haas QBU query update (units and grading basis) 
  • TimeConflicts:  58 requests processed  between December 10 - 15th

 

Financial Team Weekly Updates

Tuesday, December 6, 2016
Coming Up:
  • Knowledge transfer from Ellen efforts starting
  • Summer Sessions update:  configuration @ 40% and cross functional meetings occurring to coordinate efforts and flush out business processes. 
  • DD2 finalized and sent to PMO for partner review
  • Completed Cal Grant payment roster and bug work and ready for PRD upon documentation updates.
  • Packaging and general CS Training for FASO staff continues-Fall cleanup in preparation for Spring 2017
  • Continued Disbursement in PRD ~$291 Million
  • 2017-18 Aid Year Set Up research begins and Bundle 43 applied to QAT (Bundle 43 prerequisite for 17-18 ISIR import)
  • Finalizing Cal Central designs for Loan History card and Summer card
  • Expanded CS Security roles for CSC updated and granted
  • CTS handoff to FASO staff  continues (training)
  • SMP swap functionality planning and continued configuration
  • MCS Inbound/Outbound Payment roster validation/testing/configuration 
  • Cal Grant payment roster finalization

 

Admissions Team Weekly Updates

Tuesday, December 6, 2016
Decisions:
  • Socializing Final Draft of Enrollment Paths Proposal by 12/09, sign off by week of 12/12
Meeting Outcomes:
  • New Integration Requirement: Update level (Slate to CS)--impacts all admit, but critical for Athletes since they are subject to NCAA review
  • Matriculation of 2172 Athletes
  • Meeting with SA Comms to prepare a communication plan for 2017 Enrollment Paths; both applicants and admits

 

 

Student Financials Team Weekly Updates

Tuesday, December 6, 2016
Meeting Outcomes:
Main focus this week has been in the below areas:
  • Assess Spring 2017 fees in PRD
  • Partner with SR / FA on configuration updates
  • Testing Summer 2017 fees
  • Review collections design and configuration
  • Held SF knowledge sessions on 1098T and Collection module

 

 

Records Team Weekly Updates

Tuesday, December 6, 2016
Meeting Outcomes:
COMPLETED:
  • HigherOne Summer Test
  • Set up and mapping of integration between Summer Slate and CS
  • Class Pass count report
  • Meetings to review classroom change form with OR/prep for next week
  • UAT for calcentral and PS grading development
  • Mini training for OR staff on ServiceNow for TimeConflict incidences
  • Study Agreement config
  • Summer affiliate discussion
  • Summer waiver review
  • SG, TA, and appt QBU with Ricky
  • Spring Degree list opt-in QBU testing, implementation & business process
  • Spring Degree list communication testing and implementation
  • Spring Degree list clean-up
  • Instructor Role Validation report mods
  • Test & validate NSC "Good Student flag" mod

 

Records Team Weekly Updates

Tuesday, November 29, 2016
Meeting Outcomes:
COMPLETED:
  • Conversion validations of:
    • Intercampus enrollments
    • Concurrent enrollments
    • Degree Honors
    • Delta Changes of enrollments
    • Roles Codes 2, 3, 5 and Line Types FPF/concurrent
    • EAP Enrollments
    • Term Honors
    • Transcript Text
  • Summer Integration spec
  • Slate to CS Student Attribute Spec
  • Haas Enrollment Debrief
  • Summer Study Agreement config
  • Summer CalCentral mock-up
  • S25 & CS production support for OR
  • Business process development/documentation
  • Cross-training with OR
  • Training Team support 
  • ServiceNow tickets  (clearing out queue prior to rolling-off project)

 

 

Student Financials Weekly Updates

Wednesday, November 23, 2016
Meeting Outcomes:

Main focus this week has been in the below areas:

  • Addressing production issues (bugs, t-calc updates, etc.) now that tuition and fees for all students enrolled in units have been assessed in BCSPRD.
  • Planning for upcoming tasks (Collections, SF configuration for Summer 2017 prep, Spring 2017 roll over activities, CalCentral redesign, stabilize business processes, etc.)
  • Summer Credit bucket process configured in TST and ready for SR to test; upcoming meetings with FA/SR and Summer Sessions
  • Testing Spring 2017 fees, Summer 2017 fees and more

 

Records Team Weekly UPdates

Wednesday, November 23, 2016
Meeting Outcomes:
COMPLETED:
  • Conversion validations of:
    • Intercampus enrollments
    • Concurrent enrollments
    • Degree Honors
    • Delta Changes of enrollments
    • Roles Codes 2, 3, 5 and Line Types FPF/concurrent
    • EAP Enrollments
    • Term Honors
    • Transcript Text
  • Summer Integration spec
  • Slate to CS Student Attribute Spec
  • Haas Enrollment Debrief
  • Summer Study Agreement config
  • Summer CalCentral mock-up
  • S25 & CS production support for OR
  • Business process development/documentation
  • Cross-training with OR
  • Training Team support 
  • ServiceNow tickets  (clearing out queue prior to rolling-off project)

 

Financial Aid Weekly Updates

Thursday, November 17, 2016
Coming Up:
  • Go Live 7.2 items: Conversion of FA Comments from legacy system and 6 Cal Grant bug fixes going in 7.2
  • Summer Sessions update:  configuration @ 25% and cross functional meeting scheduled to coordinate efforts and flush out business processes. 
  • DD2 finalized and sent to PMO for partner review
  • Completed Cal Grant payment roster and bug work and ready for PRD upon documentation updates.
  • Packaging and general CS Training for FASO staff continues-Fall cleanup in preparation for Spring 2017
  • Continued Disbursement in PRD ~$279 Million
  • 2017-18 Aid Year Set Up research begins and Bundle 43 applied to DEV (Bundle 43 prerequisite for 17-18 ISIR import
  • Finalizing Cal Central designs for Loan History card and Summer card
  • Expanded CS Security roles for CSC updated and granted
  • CTS handoff to FASO staff (training)
  • SMP swap functionality planning and continued configuration
  • MCS Inbound/Outbound Payment roster validation/testing/configuration 
  • Cal Grant payment roster finalization

 

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