To work with IT and Ellucian to correct the unapplied/applied payment issue in Banner creating a barrier to many automated processes. :: PIP System (SUNY Orange)

To work with IT and Ellucian to correct the unapplied/applied payment issue in Banner creating a barrier to many automated processes. Print All

Initiative Title	To work with IT and Ellucian to correct the unapplied/applied payment issue in Banner creating a barrier to many automated processes.
Submitted in Previous Year(s)	No
Critical Information, Notes, Justification, Rationale	Currently the Student Accounts Office is unable to utilize many of the automated processes available in Banner due to a set up that has caused an issue with unapplied payments. To correct the issue all accounts effected going back to 2007 must be corrected, the set up must then be corrected going forward and then we will be able to utilize automated process, such as automated refunds. In turn, this expedite services for students.
Consequences of this initiative not being funded	If the unapplied/applied payment issue is not corrected in Banner, the Student Accounts Office will continue to use manual antiquated process and will not be able to take advantage of process already in Banner to serve our students.
Department Goals	To work with IT, Ellucian and SICAS to use Banner ERP system to its fullest ability, automating processes to streamline processes for students.
Programs
Locations	Main Campus
Estimated Completion Date	02/28/2023
Will this initiative span multiple budget years?	No
Importance	High
Funding Source
Created	12/02/2022 4:07 pm
Updated	08/25/2023 3:58 pm

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 streamline services already available in Banner, that we have a barrier to accessing.

Action Steps

Action Step	Responsible Party	Order
Student Accounts will work with IT and Ellucian to correct the unapplied/applied issue.	The Director of the Student Accounts Office	1

Expected Outcomes

Outcome	Order
To clear out all unapplied payments and correct the issue going forward, opening the door to the numerous automated processes available.	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.		The Student Accounts Office

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
Ellucian Training	$0.00	Information Technology, CIO Office
TOTAL:	$0.00 / $0.00

Marketing

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

Other

Need	Cost (Initial/Recurring)	Supporting Departments
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
11 Notes View	11	2	1	1	To work with IT and Ellucian to correct the unapplied/applied payment issue in Banner creating a barrier to many automated processes. $0.00 / $0.00	Bursar

Prioritization Notes

Level 5

Level 5 (Cabinet)

None

Assessment

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