Automate the Student Refund Process :: PIP System (SUNY Orange)

Automate the Student Refund Process Print All

Initiative Title	Automate the Student Refund Process
Submitted in Previous Year(s)	No
Critical Information, Notes, Justification, Rationale	Currently the student refund process does not utilize the Banner ERP system automated process. Ths caused the process to be manual and taking more time compared to if it was automated.
Consequences of this initiative not being funded	Consequences of ths initiative not beng accomplished will cause the process to continue to be manual. The manual process takes longer than an automated process, which will cause the employee not to have time to do other valuable tasks to better serve our students.
Department Goals	Use the Banner ERP system to automate processes.
Programs
Locations	Main Campus
Estimated Completion Date
Will this initiative span multiple budget years?	No
Importance	Low
Funding Source	Request for Prioritization
Created	01/17/2021 1:16 pm
Updated	01/20/2021 9:36 am

Institutional Goals

Goal	How will the initiative support this institutional goal?
STUDENT SERVICES MASTER PLAN 2013 Technology Explore, introduce and utilize technology designed to improve operations, enhance communication, streamline service, and increase productivity and efficiency.	This will allow employees to be more productive and better assist our students.

Action Steps

Action Step	Responsible Party	Order
Work with Ellucian to find out what is causng the automated process not to work.	IT and Director of Student Accounts	1
Resolve the issue that is causing the process not to be automated.	IT and Director of Student Accounts	2
set up the automated process	IT and Director of Student Accounts	3

Expected Outcomes

Outcome	Order
The process will be automated	1

Assessment Methods

Method	Description	Other Method	Responsible Party
Observations	Information can be collected while observing “events” (including, sponsored activities, student {office staff} sessions, etc.) in the natural setting. Observation can provide information on student behaviors and attitudes.		Student Accounts Director

Resources

INITIAL YEAR COST:	$0.00
RECURRING COST:	$0.00

Equipment

Need	Cost (Initial/Recurring)	Supporting Departments
TOTAL:	$0.00 / $0.00

Facility

Need	Cost (Initial/Recurring)	Supporting Departments
TOTAL:	$0.00 / $0.00

Supply

Need	Cost (Initial/Recurring)	Supporting Departments
TOTAL:	$0.00 / $0.00

Staffing

Need	Cost (Initial/Recurring)	Supporting Departments
TOTAL:	$0.00 / $0.00

Training

Need	Cost (Initial/Recurring)	Supporting Departments
TOTAL:	$0.00 / $0.00

Marketing

Need	Cost (Initial/Recurring)	Supporting Departments
TOTAL:	$0.00 / $0.00

Other

Need	Cost (Initial/Recurring)	Supporting Departments
Believe no cost is needed just employee time	$0.00	Information Technology, CIO Office
TOTAL:	$0.00 / $0.00

Prioritization

Level 5 Level 5 Cabinet Middle States	Level 4 Level 4 PBIE Committee	Level 3 Level 3 Academic Affairs and Student Services, Provost, VP Office Administration and Finance, VP Office Board of Trustees Chief Diversity Officer Institutional Advancement, VP Office President, Office of Student Services, VP Office SUNY Orange Foundation Sustainability Workforce Development, Strategy & Innovation, VP Office	Level 2 Level 2 Alumni Relations and Special Events Athletics Business Math Science and Technology, AVP Office Business Office CAPE Career and Internship Services Communications Office Enrollment Mgt and Student Financial Services, AVP Office Facilities Food Tech Grants Health Professions, AVP Office Hudson Valley Educational Consortium Human Resources, AVP Office Information Technology, CIO Office Institutional Planning Assessment and Research Lab School Learning & Student Success, AVP Office Liberal Arts, AVP Office Marketing Newburgh Campus Phi Theta Kappa Security Student Engagement and Completion, AVP Office	Level 1 Level 1 Academic Advising Academic Support Middletown Academic Support Newburgh Academic Technology Accessibility Services Admissions and Recruitment Arts and Communication Behavioral Sciences Biology Bursar Business Capital Projects Center for Student Involvement Center for Teaching and Learning Clinical Laboratory Science Computer Science and Technology Criminal Justice Cultural Affairs Custodial and Grounds Dental Hygiene Deployment & Operations Diagnostic Imaging Education Educational Opportunities Program Educational Partnerships English Enrollment Support Services Environmental Health and Safety ESL CAPE Financial Aid Global Studies Governance Honors Program HVAC Information Services & Network Infrastructure Interdisciplinary Studies Liberty Partnership Program Library Mail and Copy Services Maintenance Mathematics Movement Science Nursing Occupational Therapy Payroll Physical Therapy Records and Registration Science Engineering and Architecture Student Services - Data Management Student Services Central Student Services Newburgh Campus Student Support Initiatives Testing Center TRiO Student Support Services Unused Wellness Center Work Force Development CAPE	Initiative Title	Department
			7	4	Automate the Student Refund Process $0.00 / $0.00	Bursar

Assessment

Date	Department Name	Status	Cost to Date	Funding Source
No results found.