Implementation Minutes

Financial AidTeam

FA Overview Training Session Part 1

Date:__10-09-2008______

Meeting Information

Facilitator / Anna Swanson
Note Taker / Carol Claiborne
Attendees / Carol Claiborne, Angela Melton, Robin Lee, Cheryl-Ann Fogle, Angela Ezell, Donna Levine, Tabitha Huskey, Debbie Kightlinger

<Topic Title>

Relevant Training/Discussion Highlights: / Reviewed Dataload through budgeting – How the system works.
GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and Concerns:

Action Items / Assignments

Description / Owner / Deadline

<Topic Title>

Relevant Training/Discussion Highlights: / Corrections in Banner
GAPs Identified:
Decisions Made: / Cameron will wait for corrections to come back to complete processing of students.
Decisions Required:
Other Issues and Concerns:

Action Items / Assignments

Description / Owner / Deadline

<Topic Title>

Relevant Training/Discussion Highlights: / Institutional WS-Data is included in the OCR report. FA will get the institutional WS items out of Payroll.
GAPs Identified:
Decisions Made:
Decisions Required: / Approved at the Team Leads Meeting 10-15-08
Other Issues and Concerns:

Action Items / Assignments

Description / Owner / Deadline
FA will no longer record institutional ws assignments and earnings once we go to Banner. DATA for these items on the OCR Report will need to come from Payroll.

<Topic Title>

Relevant Training/Discussion Highlights: / Why is FA processing institutional WS?
GAPs Identified:
Decisions Made: / This process will remain once we go to Banner.
Decisions Required:
Other Issues and Concerns:

Action Items / Assignments

Description / Owner / Deadline

<Topic Title>

Relevant Training/Discussion Highlights: / Holds in the FA module will only stop packaging and disbursement.
GAPs Identified: / Is there a way for FA to have access to other Student holds?
Decisions Made:
Decisions Required: / Can FA have access to certain Student holds to stop diploma and enrolling?
Other Issues and Concerns:

Action Items / Assignments

Description / Owner / Deadline
SunGard Higher Education – Confidential & Proprietary
FA Note Taking Template.doc / Page 1 of 2
9/27/2018