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The Banner System

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User sets security. Each system contains specific information that is relevant to that area and is ... unique number assigned to each piece of information in ... – PowerPoint PPT presentation

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Title: The Banner System


1
The Banner System
  • An Overview

2
Banner is the software
  • SCT is the leading global provider of e-education
    technology solutions for institutions of all
    sizes and levels of complexity.
  • Banner is completely integrated to handle all of
    the administrative functions of higher education.

3
Multi-system database
  • Banner is a multi-system database.
  • Each system contains modules that store
    information.
  • Some information is shared by each system
  • Reduce data entry
  • Prevent errors
  • Allow queries and reports using information from
    all systems

4
Banner concept
  • One database
  • Multiple systems
  • Advancement
  • Finance
  • Financial Aid
  • Human Resources
  • Student
  • General

5
User sets security
  • Each system contains specific information that is
    relevant to that area and is protected by
    security restrictions.
  • Advancement users determine who can have access
    (update or query) to Advancement information.

6
Shared Information
  • IDs identification numbers
  • Names and name types
  • Addresses
  • Phone numbers
  • E-mail
  • Marital status
  • Deceased and confidential flags

7
Integration
Advancement
Finance
Student
ID, Name Address Phone, e-mail Marital
Status Confidential, deceased Indicators
Financial Aid
Human Resources
8
IDs and pidms
  • ID
  • Format what format will be used
  • Generation Banner generates a unique number
  • SSN can this be printed on documents
  • Pidm Personal identification master
  • Internal, unique number assigned to each piece of
    information in the system

9
Share Data
  • Why share data
  • Data that is common to many systems is stored in
    one place
  • Shared data is consistent across all systems and
    is entered only once
  • Data from multi systems can be combined for
    effective reporting

10
Issues of shared data
  • Who owns the data and who assumes responsibility
    for
  • Accuracy
  • Data entry standards
  • Entering changes
  • Varying system requirements

11
IDEN forms
  • Each system has an IDEN form where the name and
    address information are created an updated
  • APAIDEN, SPAIDEN, FOAIDEN, PPAIDEN, RPAIDEN
  • Each AIDEN form is slightly different.
  • APAIDEN shows cross referenced spouse
  • Other AIDEN forms show only one person

12
Form naming conventions
  • Each letter of the form has a meaning.
    Understanding the letters can help you understand
    the use of the form.
  • Forms that begin with A are advancement forms
  • S are student, F are finance forms
  • Forms that begin with G are general forms and
    are used by all systems
  • GUASYST, GTVLETR

13
Integrated database
  • Data Standards
  • Policies need to be determined with other
    departments
  • Student, financial aid, finance, human resources
    regarding updates to names, address types,
    indicators
  • Format and data entry standards need to be
    developed to insure consistency, punctuation,
    abbreviations

14
Duplicate Records
  • Policies and operational procedures need to be
    developed regarding the handling of duplicate
    records
  • How to find duplicates
  • How to resolve dupes when they exist
  • How to train new staff
  • How to prevent duplicates

15
Documentation
  • Documentation for the current system needs to be
    reviewed and current processes need to be
    evaluated
  • Good time to streamline and make changes
  • Best practices.
  • Documentation needs to be created for Banner
    processes. Used to train existing and new staff.
  • Need to document decisions made during training
    process. Decision log.

16
Reports
  • Banner provides some standard reports that are
    run from job submission process
  • Population selection process allows you to select
    records from the database to be used in standard
    reports, letter generation process, or transfer
    to Excel
  • Letter generation process used for receipts,
    thank you letters, other letters or reports
  • Ad hoc reports generated via ODBC compliant
    report writer

17
Ad hoc reports
  • As we progress through the training, make a list
    of the reports that you will need.
  • Work with technical staff to prioritize these
    reports so that they will be available at
    conversion.
  • Other report needs can be determined after
    conversion.

18
Upgrades and Enhancements
  • SCT provides upgrades to Banner when
  • Federal regulations require (Financial Aid)
  • Industry standards require (VSE/CFAE)
  • Errors detected. Point releases. 5.1, 6.2
  • Major upgrades to system are indicated by
    increase of number 5.0 to 6.0

19
Upgrades and Enhancements
  • Each time a change is made to Banner, SCT
    provides Release Guides that document the changes
    in the version.
  • Test these releases with IT staff
  • Conversion team needs to continue to work
    together after the completion of the
    implementation.

20
Action Line and Listservs
  • SCT action line provides support to Banner
    clients
  • www.sct.com Action Web log-in
  • Listservs for each system
  • Balumni
  • To sign up, e-mail
  • Email to LISTPROC_at_SCT.COM
  • In message, subscribe balumni (your name)

21
  • Advancement System

22
Advancement Modules
  • Constituents
  • Organizations
  • Campaigns
  • Designations
  • Pledges
  • Gifts and Pledge Payments
  • Prospect Management

23
Advancement Modules (cont)
  • Gift Society
  • Membership
  • Solicitor Organization
  • Events Management
  • Advancement Self-Service
  • Self Service for Alumni and Friends
  • Self-Service for Advancement Professionals

24
Validation Tables
  • Banner is table driven
  • Tables hold the various values that can be used
  • ATVDONR has the VSE/CFAE values
  • ATVXREF has the cross-reference values
  • Some tables have specific Banner values, others
    are determined by user
  • Tables that begin with A are advancement. S
    tables are shared. F tables are finance.

25
Constituent Module
  • Stores basic ID information
  • Names, IDs addresses, e-mail
  • Stores biographical information
  • Gender, birth date, age, ethnicity
  • Stores other information
  • Cross references, interests

26
Constituent Module (cont)
  • What defines a constituent
  • A constituent must have at least one donor
    category and a preferred address. If the
    constituent is an alumnus, then he must have a
    college code and class year
  • Persons as well as non-persons can be
    constituents. Organizations, corporations,
    foundations

27
Constituent Module (cont)
  • A person or organization must be a constituent in
    order to process additional information retained
    in the Advancement module.
  • Gifts, pledges, memberships, or to be tracked as
    a prospect.

28
Organization Module
  • Organizations, like persons, must have a donor
    category code
  • For organizations, Banner stores
  • Donor category code, primary contacts, secondary
    contacts, matching gift information, cross
    references to employees
  • Financial information, activities, relationships
    to others, funding areas

29
Campaigns
  • Should reflect the structure and priorities of
    your fund raising efforts
  • Should represent an over-all fund raising
    strategy over a period of time
  • Tracks gifts and pledges
  • Flexible Provides on-line, up to the second
    reporting

30
Campaigns (cont)
  • Cornerstone of Banner reporting
  • Monitors progress of fund-raising goals
  • Must be developed before gifts and pledges can be
    processed.

31
Designations
  • Directs the gift or pledge to a specific account
  • Specifies a purpose for the gift or pledge
  • Must be associated with at least one campaign
    before a gift can be processed
  • Provides purpose for VSE/CFAE reporting
  • Interfaces with Finance

32
Pledges
  • Add and maintain pledges
  • Store installment plans and solicitation
    information
  • Mass entry of similar pledges

33
Gift and Pledge Payment
  • Record and track gifts and pledge payments
  • Enter matching gifts

34
Interfaces
  • There are three interfaces to other Banner
    systems
  • Feed to Banner Finance
  • Passes gift and/or gift and pledge information
    Finance Requires FOAPALS in Finance
  • Feed with Human Resources if donor wants funds
    taken from paycheck
  • Student to Advancement
  • Makes new grads alumni
  • Advancement can select students on credit hours

35
Prospect Management
  • Allows Advancement to manage the relationship
    between the donor and the institution
  • Assignment of staff with different roles
  • Rate the prospect in different ways
  • Track contacts made with a prospect
  • Embed call reports in Banner contacts

36
Prospect Management
  • Tools
  • Create strategic plans for prospect moves
    management
  • Create and track proposals
  • Available via Self-Service for Advancement
    Professionals (web product)

37
Gift Society
  • Allows institution to recognize donors at various
    levels
  • Institution determines rules for recognition for
    gift society membership
  • Facilitates the preparation of the honor role of
    donors

38
Membership
  • Allows an institution to track constituents
    involvement in membership programs
  • Maintains dues payments, generates reminders and
    renewal notice mailings
  • Provides a dues payment acknowledgement process

39
Solicitor Organizations
  • Track results of solicitation efforts
  • Give appropriate credit to solicitation effort
    responsible for the gift
  • Give credit to solicitor who contacted the donor
  • Track responses to solicitation efforts
  • Compare results of solicitation efforts over time

40
Event Management
  • Allows institution to track participation and
    attendance at events
  • Part of the general system and can be used by
    other Banner systems

41
Alumni Self Service (web)
  • Each Banner system has a self-service product
  • Alumni Self-Service allows communication between
    the constituents and the institution
  • Allows for job posting, mentoring involvement,
    tracking of interests
  • Allows for change of address and select other
    information direct to Banner database (with
    audit)
  • Allows for pledges and gifts via the web

42
Self-Service for Advancement
  • Allows for creation of constituent profiles on
    line
  • Allows processing of contact/call reports via the
    web
  • Allows creation of population selections

43
Action Line and Listserv
  • SCT action line provides support to Banner
    clients
  • www.sct.com Action Web log-in
  • Listservs for each system
  • Balumni
  • To sign up, e-mail
  • Email to LISTPROC_at_SCT.COM
  • In message, subscribe balumni (your name)

44
Consultant
  • Julia A. Paris, Functional Consultant
  • Banner Advancement
  • SCT Consulting Practices
  • ( Office 434.946.1060
  •   Cell 434.851.2767
  • Ejparis_at_sct.com
  • Wwww.sct.com
  • Leadership-Choices-Excellence

45
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  • Self-service for students, faculty and staff
  • Ease of communication
  • Access information
  • Manage the big picture
  • Exchange information
  • Automate actions
  • Integrate learning
  • Microsoft TCO
  • Easy to deploy

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