SUNGARD SUMMIT 2007 | sungardsummit.com 1 A Community of Learning XtenderSolutions Part II – Alive Presented by: Le Neva Madden Eastern New Mexico University – Portales March 21, 2007 Course ID 1543
Transcript
SUNGARD SUMMIT 2007 | sungardsummit.com 1
A Community of Learning
XtenderSolutions Part II – Alive
Presented by: Le Neva Madden
Eastern New Mexico University – Portales
March 21, 2007
Course ID 1543
2Course ID 1543
Purpose
• Overview of Banner XtenderSolutions
• “Go Live” & Beyond
• User’s perspective
• IT insider knowledge
• Picks up where we left off
• XtenderSolutions Part I – Setup (Course ID 1542)
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Benefits
• See how a small group manages a huge system
• Learn tips and tricks from 3 years of experience
• Find out how BXS can benefit your institution in the following areas• Accounts Payable• Financial Aid• Admissions• Registrar
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Background
• Eastern New Mexico University• Founded in 1934• State Institution• Main
• Portales – 4135 Students• Branches
• Roswell – 3864 Students• Ruidoso – 843 Students
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Background (cont’d)
• Banner since 1999
• BXS Implementation began in 2003
• Live since early 2004
• Current releases• Banner General 7.3• ApplicationXtender 5.25.081
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Background (cont’d)
• Live Applications – 90370 documents (as of 2/2007)• Finance Purchasing/AP – 16975 documents• Common – 1 doc (not currently active)• Financial Aid Tracking Requirements – 37501 docs• Student Admissions – 33171 docs• Student Common – 2716 docs• Catalog / Course Section – 6 docs (latest to go live)
• Users love it!
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Topics
• Document Prep
• Scan
• Index
• View
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A Community of Learning
Document Prep
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Document Prep
• Big Deal!• Detail oriented• “Quality Control” personality• Practice, experiment & play
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Document Prep (cont’d)
• Remove staples, paperclips, repair damage, etc.
• Separate papers
• Tape rips, cuts & tears
• Tape down sticky notes (at least top edge)
• Remove attachments
• Tape partial sheet on separate (or back of) full sheet
• Separate sheet for notes• Rather than writing on document• Rather than sticky note• Avoid covering important information
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Document Prep (cont’d)
• Train co-workers• Avoid highlighters
• Dark highlighters turn black• Light highlighters become invisible
• Use circles or rectangles to “highlight”• Black or blue ink
• Avoid colored papers• Turn dark• Difficult to read
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Document Prep (cont’d)
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Document Prep (cont’d)
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Document Prep (cont’d)
• Use copier to make better ‘original’• Multi-colored ink• Colored paper• Multi-colored paper• Dark or light originals• Watermarks• Backgrounds• Enlarge to enhance
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Document Prep (cont’d)
• Write document type and ID# on each page• Black or blue ink• Top/left-hand corner
• Consider creating “Imaging Friendly” forms• As forms become obsolete, run out or need to be redone
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Document Prep (cont’d)
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Document Prep (cont’d)
• Group into batches by • Person
• All documents for a particular student• Document Type
• All documents associated with AP check• Size
• Half-sheets• Color
• Pink copies• Date
• Received date
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Document Prep (cont’d)
• Orientation• Landscape or portrait?
• Change Rotation for individual document(s)?• Adds to time/effort in Scanning• 90, 180 or 270 degrees• Front and/or Back
• Separate batches?• Also added time & effort
• Leave it alone?• Users can rotate during Viewing
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Document Prep (cont’d)
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Document Prep (cont’d)
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Document Prep (cont’d)
• Create system for auditing• Coversheet developed by users
• For verification• For separation of batches
• Print screen• When done with Batch• Before “Close”
• Flip through batch before indexing• Make sure # scanned is same as # in batch• Verify that each document is viewable/readable
• Zoom• Magnify
• Custom report for verification of Indexing
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Document Prep (cont’d)
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Document Prep (cont’d)
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Document Prep (cont’d)
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Document Prep (cont’d)
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Document Prep (cont’d)
• Custom report for verification – B-S-SECT
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Document Prep (cont’d)
• Tips & Tricks• Small Batches – no more than 250 pages• Can “move” a batch scanned to wrong Application• Can change Document Type
• Document Indexed to wrong Type• New name for existing Document Type
• Prevent users from entering BXS during upgrade• 27000+ documents became unsynchronized• Restored images• Users re-indexed
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Document Prep (cont’d)
• More Tips & Tricks• Verify good copy before student leaves with original• One document type per page• Copy multiple times for separate indexing
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Document Prep (cont’d)
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Document Prep (cont’d)
• More Tips & Tricks• List of names
• Copy list for each person• Circle name (no highlighter) on each copy• Block out other names
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Document Prep (cont’d)
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Document Prep (cont’d)
• More Tips & Tricks• Have a back-up person
• Create “User” documentation• Use your User Groups
• Campus Imaging users• Banner-wide Imaging users
• Use BXTENDERSOLUTIONS & IMAGING• Read Banner Documentation• Contact SungardHE
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A Community of Learning
Scan
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Scan
• ScanXtender
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Scan (cont’d)
• ScanXtender – Scan setting – Resolution
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Scan (cont’d)
• ScanXtender – Scan setting – Mode
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Scan (cont’d)
• ScanXtender – Scan setting – Res/Mode – Example 1
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Scan (cont’d)
• ScanXtender – Scan setting – Res/Mode – Example 2
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Scan (cont’d)
• ScanXtender – Scan setting – Page Size
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Scan (cont’d)
• ScanXtender – Scan setting – Source
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Scan (cont’d)
• ScanXtender – Scan setting – Feed – Auto
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Scan (cont’d)
• ScanXtender – Configuration – Noise Level
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Scan (cont’d)
• ScanXtender – Scan a new batch
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Scan (cont’d)
• ScanXtender – Batch Name
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Scan (cont’d)
• ScanXtender – File Close - Most Important!!!
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Scan (cont’d)
• ScanXtender – File Exit – Release license for others
Please complete the online class evaluation formCourse ID 1543
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