To work with IT to streamline the current deletion process.



Initiative TitleTo work with IT to streamline the current deletion process.
Submitted in Previous Year(s)No
Critical Information, Notes, Justification, Rationale

We have a customized deletion process which has served us well, however there are areas of improvement over time that we have found and some areas that are still very manually, which we would like to revisit and update.

Consequences of this initiative not being funded

We will continue to use the system that is currently not serving us the way we would like, causing manual processes at our peak seasons during the year.

Department GoalsTo work with IT, Ellucian and SICAS to use Banner ERP system to its fullest ability, automating processes to streamline processes for students.
Programs
Locations
Estimated Completion Date03/01/2023
Will this initiative span multiple budget years?No
ImportanceHigh
Funding SourceRequest for Prioritization
Created12/02/2022 4:39 pm
Updated03/27/2023 11:05 am

Institutional Goals

Goal How will the initiative support this institutional goal?
Improvement to the current system would streamline services, increase productivity and ensure manual errors were not being made and saving a great deal of time.

Action Steps

Action Step Responsible Party Order
Work with IT to update the customized system to work better for us. The Director of the Student Accounts Office 1

Expected Outcomes

Outcome Order
Updates to eliminate manual processes. 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
TOTAL: $0.00 / $0.00

Marketing

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

Other

Need Cost (Initial/Recurring) Supporting Departments
None at this time, other than employee time. $0.00
  • Information Technology, CIO Office
TOTAL: $0.00 / $0.00

Prioritization

Level 5 Level 4 Level 3 Level 2 Level 1 Initiative Title Department



7
5
To work with IT to streamline the current deletion process.
$0.00 / $0.00
Bursar

Prioritization Notes

Level 3 (Administration and Finance, VP Office)

SUNY $1M item

Assessment

DateDepartment NameStatusCost to DateFunding Source 
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