CMS Steering Committee

  • Robert Palmer (Chair)
  • Amir Dabirian (Executive Sponsor)
  • Fill Barrett
  • James Dietz
  • Nancy Dority
  • Naomi Goodwin
  • Bahram Hatefi
  • Lea Jarnagin
  • Brian Jenkins
  • Susan Kachner
  • Katherine Kantardjieff
  • Joe Luzzi
  • Chris Manriquez
  • Harry Norman



The CMS Steering Committee is composed primarily of members from each functional area providing resources to the project as well as key representation from the campus at large. Members meet regularly to discuss issues, review progress, provide resources and make key decisions.

Implementation, Upgrade & Production responsibilities include:

  • Allocating staff resources
  • Overall planning 
  • Involvements
  • Resolving policy issues
  • Business practice endorsement
  • Changing advocates
  • Managing expectations
  • Communication/outreach
  • Budget planning



CMS Steering Committee Meeting:  February 10, 2009

ERP Security

  • The security process has been streamlined: workflow is web-based and has a tracking mechanism (approvals / rejections are electronically time-stamped), the form is routed to BA’s for central or SA roles only (not for distributed roles), the only wet signature required is by the CISO, training is available online.

  • Access Request Form (ARF) has been simplified:  employee information is auto-populated after entering his/her CWID, roles are more clearly stated, security is built into the form so that requests can only be made to the employee’s appropriate department ID(s). 

Steering Committee’s Proposed Changes to Workflow

  • Turn on appropriate access upon completion of a training session.

    • The ERP tech team will need to set up a notification process so that Security knows when an employee completes a training session.

  • Make the form widely available on the Portal so that it can be initiated by anyone (no restrictions).

    • The form initiator will fill out the form and then identify the employee’s direct MPP so it can be routed for approval.  If the direct MPP is on vacation, then the next MPP above can be selected.

    • Add a field to identify who the form initiator is.

Key Points

  • Manual form submittal is required for consultants, temp employees, and auxiliary employees.

  • Division Coordinators will receive an After Action report detailing the access granted.

Organizational Changes

  • A report has been created to track moves from departments.  This way, the Security office is aware of when an employee separates and can revoke his/her access (per audit requirement).

  • It is the responsibility of the employee’s new department to submit an ARF for his/her access.

  • Suggestions: 

    • Add ERP security to the employee separation process (along with notifications to P-Card, Library, etc.); need to discuss this with HR.

    • Organizational Changes report should also be used for Active Directory purposes.

CSU Central Strategy

  • The CO has decided to consolidate the Finance systems on all 23 campuses into one database, known as CFS (Common Financial System).  This is in an effort to reduce costs as it is extremely expensive to maintain and upgrade 23 campuses separately.

Benefits of CFS

  • Consolidates “best of breed” campus mods, improve internal controls, delivers a reporting solution via a data warehouse, improves system performance, improve security per audit recommendations, contains or reduces costs, enhances training opportunities, simplify the upgrade process, and common administrative best business practices.


  • March 2009:  development to begin using a robust campus as a starting point. 

  • Sept – Dec 2009:  a consulting firm will install the modifications designed by the technical team.

  • Jan – June 2010:  all campuses to be converted on campuses by June.  If the June 2010 deadline is not met, the Go Live will have to be pushed to the next fiscal year.

Campus Impact

  • Huge impact as business processes will be significantly changed.

  • All campuses to be treated as a separate business unit.

  • Chart of accounts to be used according to the white paper; if used inappropriately, it will skew reporting. 

  • User security to be handled centrally at the CO.

  • Interfaces to be redesigned.

  • Department level security will likely go away (CSUF is the only campus that uses this type of security). 

  • Entire scope and total impact is still unknown, including the direction of the reporting solution / Data Warehouse.

Next Steps

  • Database consolidation to occur for HR and then for SA; timelines unknown.

Legacy System

  • Mainframe Printing:  transitioned to Reprographics.

  • Ziggy and Mainframe Removal:  both systems are out of warranty and out of service coverage.

Project Status Update – Finance

Finance 9.0 Upgrade

  • MTP Timeline (best case scenario; contentient upon all preceding tasks running successfully):

    • Thurs, 3/5, 12pm: CMS Central will take over the database to perform upgrade tasks.  During this time, campus users will be able to access a view-only environment of the Finance system.

    • Tues, 3/10, 7am:  production system is open to the campus

Project Update – Human Resources

Implementation Timeline

  • 21st Century Project:  postponed indefinitely

  • Absence Management:  May – Nov 2009; Benefits Administration:  May – Dec 2009

    • Both Absence Management and Benefits Administration have a potential for postponement with the delay of the 21st Century Project.

  • Enter Volunteer Faculty into Production:  Feb 2009

  • Recruiting Solutions for FAR, Phase II:  May 2009

  • HR Data Warehouse Implementation:  June 2009

Project Update – Campus Solutions

  • Campus Solutions implementation is now complete.

Accomplishments since previous meeting:

  • Unofficial transcripts were released in Dec; official transcripts released in Jan. 

  • Fall 2008 grading was conducted by faculty through the Faculty Center. 

  • Waitlisting was expanded to all colleges.  This function works well and is heavily utilized; approximately 500 – 600 students are enrolled off of waitlisted per night.

  • Faculty are able to access the Faculty Center when assigned as an instructor of a course. 

What’s Next?

  • Reports conversion into PeopleSoft.

  • Continue Resource25 room scheduling implementation.

  • Apply EO1037, an executive order by the CO that makes the policies for incompletes, withdrawals and repeats more stringent.  Changes to take effect Fall 2009. 

CMS Steering Committee Meeting:  November 4, 2008

CMS Project Update – Priorities

  • Focus on Student implementation.

  • Move technical and functional units from “implementation” to “operations” mode.

  • Examine internal processes for optimization.

2008/09 Budget

  • $2.9mil one-time for the following:  SA implementation, 1st Finance 8.4 year-end close, Finance 9.0 Upgrade, 1st phase of HR Upgrade to SCO ($100K).

  • $1.37mil baseline (will eliminate all backfills):  $200K for IT (2 positions); $130K for VPSA (2 positions); $470K for VPAF (7 positions); $570K for VPAA (12 positions)

Finance Consolidation Project

  • The CO plans to consolidate all CSU Finance databases into one database by 2010 in an effort to simplify activities.  This means that campus-specific mods will be done away with and that all campuses will be set on the same timeline for upgrades, maintenance packs, etc.

    • This will also affect the existing CSUF-established chartfields.

  • The CO is in the process of determining project feasibility.  They have requested that all campuses submit their lists of custom mods, interfaces and reports in order to estimate how much funding / resources will be required for the Finance implementation. This is a huge undertaking; plans for this project have been presented at various levels and concerns / feedback have been collected.

  • If this effort is successful, the same will be implemented for HR and then for SA.

Security Update

  • KPMG security administration and application access permissions audit was successfully cleared recently in just one round.

  • As voted on during the previous CMS Steering Committee Meeting, HCM and Finance application security will remain as is.  As these application security / roles are different, discussions on a new (third) tree for Hyperion / Data Warehouse roles are being constructed.  Conducting cost analysis on this.

  • George McCalmon (CSUF primary Security Administrator) has left the campus to work at another CSU; his responsibilities have since been transferred to an existing staff member and a consultant.

Return of Implementation Instances to CMS Central

  • CMS is currently utilizing 10 non-production instances total between HR and SA.  By the end of November, the campus will only be allowed to maintain 6 of these instances, which now will need to be shared between the two applications.

  • The basic flow for maintenance and development efforts will be the same for all applications.

    • An item will be developed and then tested in the appropriate instances and, once signed off, will be migrated into production during one of the weekly Thursday night maintenance windows.

Project Status Update – HR

Implementation timelines

  • Recruiting Solutions (FAR only):  Sept 2008 – Jan 2009; vanilla implementation

  • Benefits Administration:  May 2009 - December 2009; cost is $70K

  • Absence Management:  May 2009 - November 2009; cost is $85K

  • There is a chance that the Benefits Admin and Absence Management go lives will be delayed due to the postponement of 21st Century Project (pushed back one year; new Go Live date is June 2011). 

  • This potential timeline push would result in a huge cost savings for the current fiscal year.

  • The cutover to the Baseline Temporary Faculty Module is underway; expect to be live by January 2009.


Project Status Update – Finance

  • Legal Close – completed ahead of schedule; GAAP Close – on target

Finance 9.0 Upgrade

  • Pass 1:  5/5 – 6/2/08 – COMPLETE.  80% of the 66 total mods were retrofitted; 70% of those mods have been unit tested.  All unit testing and data has been validated.

  • Pass 2:  10/27 – 11/24/08 – IN PROGRESS; ahead of schedule

    • Pre-upgrade tasks / documentation for Pass 2 have been completed; definitive checklists / staff assignments are complete.  This pass is intended to simulate MTP as much as possible.

  • Pass 3:  1/19 – 2/2/09

  • Move to Production (MTP):  3/5 – 3/10/09.  During this time the system will be down; exact duration is not known.  Communication will be sent so that the campus is made aware of this ahead of time.

  • Key upcoming activities:

    • Configuration guides to be completed by 11/24, system tests to begin 12/8 (test scripts are in progress), all interfaces and mods to be completed in Dec, full system tests to be conducted (will take approximately 1 month)

Project Status Update – Campus Solutions

Milestones completed in October:

  • Titan Degree Audit (TDA) went live 10/20; an announcement along with a tutorial on how to access the TDA was sent to the campus.  Another tutorial will be delivered on how to interpret the TDA. 

  • Transcript and grade-related data has been converted to PeopleSoft.

  • Fall 2008 ERS processes have been completed and data files were submitted to the CO on time.

  • The online tutorial for online grading has been created.  Currently awaiting approval from CMS Central for a WU grade-related mod.  Once this approval is received, the tutorial will be released to all faculty members.

  • APDB processing for Fall 2008 is underway.

  • Waitlisting functionality is now available to the campus.

  • Transcript testing is in process. 

  • Currently conducting Spring 2009 registration; will continue through late-Nov.  

Plans for November:

  • Continue testing the transcript in PeopleSoft and work on the batch transcript request process (for A&R).

  • Create and finalize the online grading and transcript web tutorials.

  • Complete Fall 2008 APDB processing in PeopleSoft.

  • Review reports and data extracts; write specifications and continue development and testing.

  • Plan for and test the remaining data conversions (Records and Student Financials).

  • Plan for and test 1098T processing for 2008 using an outside vendor.

  • Continue implementing Resource 25 classroom scheduling software.

  • Archive SIS+ data for the Dec removal of the IBM Mainframe:  create reports of SIS+ screens for archival; store reports in FileNet. 

Data Conversions:

  • Just 3 small Records conversions remaining.

  • Student Financials will convert account balances in November following Titan I registration.

  • Once these conversions are complete and transcript processing goes live in PeopleSoft, SIS+ access can be shut down for most users and made display-only for a small number of staff.

Assigning Faculty Role

  • To enable new faculty to access the Faculty Center.  The Council of Deans approved changing the point at which faculty can access the Faculty Center.  The access time will now be based on when the faculty member is assigned for a term / course and fed to Blackboard.  These changes are currently being tested.

Consultant roll-off dates

  • Admissions/Sevis:  Melanie Hinds - 11/26; Records:  Paul Rhinehart - 1/30; Student Financials:  Jeff Johnson (available electronically through Dec);  Ted Burkhardt returns 11/10 and rolls off 1/30; Financial Aid:  Laura Savage - 12/23; Technical:  Tian Xin - 11/26; Marc Pechaitis – 12/23; Security:  Al Jacobs – roll-off date TBD

CMS Steering Committee Meeting:  September 15, 2008

Chancellor’s Office Activities

  • The Database Consolidation Committee was created to examine FIS consolidation across all 23 campuses in an effort to simplify Finance processes.  The pending implementation will do away with mods on all campuses.  (Point of reference:  CSUF has 19 mods for CashNet alone.)

  • The first step is to ascertain feasibility of the consolidation; chances of this moving forward is 95%.

  • Timeline:  will take approximately 1½ - 2 years. 

    • If this consolidation is successful, it will be implementation on HR and then S

Southern California Collaborative on Modifications

  • Collaborative effort between CSUF, CSULA, CSUCI, Cal Poly Pomona, and CSUDH Campus Directors.  Collaborative participants are exploring modification and resource sharing across the campuses.  Findings and achievements will be presented to the CO.

Trustees October 2008 Deadlines

  • Refer to CMS Core Functionality Matrix handout ( showing the deadlines set by the CO for each of the 3 applications.  Highlighted in red are targeted due dates beyond 10/08 (the goal of the Trustees was to have all functionality live by 10/08).  CSUF will meet this deadline with the exception of 5 areas (HR and Data Warehouse-related); extension requests have been submitted for these.

CMS Production Archiving

  • Examining an archiving solution to manage and stabilize the growth, along with a system wide data retention strategy.

CMS Re-branded as ERP

  • CMS to be rebranded as ERP (Enterprise Resource Planning) during the Fall semester.  Job applicants and other organizations will recognize this term as it is more commonly used versus CMS.  PeopleSoft is a program of ERP.  Naming of forms / processes will be modified per functional ownership.

Data Warehouse

  • At this time, the CO has offered no direction on a data warehouse.  With the lack of central direction, the campus is following a conservative and cost efficient model.

  • Initial tools provided for HR and FIS (Jumpstart packages) are in place, but unsupported by the CO.  This may change with SA and/or when the applications are upgraded to their next versions (additional funding required) as nothing has been written for SA.

  • The goal is to have one central / common download to each campus, but each campus will customize that download and maintain its own version of reporting from that data.  How each campus uses the data downloaded from the data warehouse is not part of the consolidation efforts.

Ziggy (Mainframe) Retirement

  • Scheduled decommission by Dec '08; will attempt to decommission earlier if possible as Ziggy requires a high volume of power and resources.  Final Update from SIS+ occurred Oct 2008.

  • All data has been migrated to new locations except for final SIS+ data. 

ERP Security

  • In the last three audits, the issue of security and compliance has created a series of different audit findings each time, all of which require corrections.

  • Three levels of security to consider:  (1) Security Access Process Redesign, (2) FIS Department Level Security Modification, (3) Department Level Security for Reports

  • The goal in redesigning the security process is to provide improved timeliness (by reducing the number of signatures required) and better reporting functionality (by creating an online process so requests can be better tracked).

  • Process will be supervisor-initiated as he/she is more aware of the type of access the employee’s position requires.  Requests for central roles will be reviewed by a BA.  VP or designee and Custodian of Record approvals will be time sensitive.  As always, training is required prior to access being granted by the IS Office.
    Form / workflow will be online via FileNet; a prototype is in development and will be presented again to the Steering Committee for their approval.

  • DECISION:  As posed to the committee, the CMS Steering Committee has voted to recommend to the PAB to keep departmental security for the transaction system (budget transfers and purchase ordering) as well as on reports and queries.

Project Status Update – Human Resources

  • Benefits Administration:  May 2009 - December 2009

  • Absence Management:  May 2009 - November 2009

  • Recruiting Solutions (FAR only) - September 2008 - January 2009

  • CSUF to turn on and populate Recruiting Solutions tables for FAR’s use for PTF hires.

  • Cutover to the Baseline Temporary Faculty Module is underway. 

  • Expect to be live for the Spring Semester 2009 processing.

  • Data Warehouse table and field validation is underway. 

  • Hoping to deliver a data warehouse reporting solution early 2009.

Project Status Update - Finance

  • Finance 9.0 Upgrade Objective:  to successfully upgrade the Finance 8.4 system to version 9.0 in a cost effective and timely manner while maintaining data integrity and by following the CMS upgrade methodology.  The upgrade will contain changes to system look and feel and minor changes to functionality

  • Timeline:  Pass 1:  5/5–6/2/08, Pass 2:  10/27–11/24/08, Pass3:  1/19–2/2/09, (MTP):  3/5–3/10/09

  • Methodology:  CSUF to perform the necessary pre-upgrade tasks and then hand over the 8.4 PRD database and Fullerton setup and customizations to CMS Central.  CMS Central, Unisys, HOSS and SOSS will perform their upgrade tasks and return the database back to CSUF (approx 72 hrs).  CSUF will then conduct post-upgrade tasks.

  • Concurrent activities:  Legal Fiscal Year End Closing and Reporting (1st time in CMS), GAAP Fiscal Year End Closing and Reporting (1st time in CMS), FISMA Audit

  • Progress to date since May 2008

  • Completed:  legal close (ahead of schedule), GAAP Close (on target), Pass 1, pre and post upgrade tasks, data Validation, 6 out of 8 Fit/Gap sessions, approx 40 out of 72 mods retrofitted using 100% internal resources, standardization for mod retrofit created.

  • In progress:  documentation, SharePoint repository utilized

Vision for 2009

  • Mods:  budget transfer, requisition, security; Reporting:  reporting solution and Data Warehouse (using jumpstart ETL); Functionality:  Asset Management integration with Accounts Payable and Purchasing, scanning  (tbd)

Key Upcoming Activities (next 30 days):

  • Ongoing:  Review year-end processes, production support, 9.0 upgrade activities

  • Fit/Gap sessions, unit testing, GAAP activities

  • Concerns / Issues:  none

Project Status Update - CS

Completed in August:

  • Titan I and Titan II registration completed successfully.

  • Financial Aid successfully disbursed aid for the 2008/09 award year.

  • Student Financials successfully dis-enrolled students for non-payment in the early days of Titan II.

  • Super Directory running completely out of PeopleSoft and providing the Blackboard feed.

  • Faculty are using their Faculty Center in PeopleSoft to access real-time classlists, download classlists to Excel and send email to students in their classes. 

  • Began processing Spring 2009 admissions applications in PeopleSoft on 8/4.

  • Sevis successfully went live in PeopleSoft on 8/18. 

  • Data conversions:  Sevis data (from legacy i1440 database), Summer enrollments prior to Titan II registration.

  • Activities towards Mainframe removal:  creating several reports for SIS+ screen archiving.

  • Implementation tasks:  create student role using PeopleSoft data only (for access to the Student Center from New Titan Online), determine how long students should maintain student role after leaving campus (considering 9 month time period), 

Plans for September:

  • Titan Degree Audit (TDA) to be run from PeopleSoft into production.

  • Will begin testing the transcript in PeopleSoft.

  • Preparing for census processing: ERSS, APDB, remediation one-year-later report

  • Reviewing reports/data extracts needed for census processing

  • Create a web tutorial for faculty on online grading,

  • Begin preparing for Spring 2009 registration.

  • Data conversions:  Summer 2008 enrollments, grades (converted prior to Fall census), final Student Records conversion of transcript text, grade change audit data and, etc., SFS account balances.

  • Implementation tasks:  complete TDA implementation in PeopleSoft, complete development of transcript in PeopleSoft, run ERSS, APDB, remediation one-year-later in PeopleSoft, continue mod / reports / extract files development and testing, continue Resource25 implementation, test remaining data conversions, test Mentor load process, assign Faculty role so faculty members can access Faculty Center (and determine method so that faculty information is keyed faster and faculty can access Blackboard in a more timely manner), transition consultant tasks to staff.


CMS Steering Committee Meeting:  March 18, 2008

Project Status Update – CO News

  • CSU Exception Process:  under development; requires campus approvals to be submitted by the President.

    • Impacts to CSUF:  HRIS Absence Management, Benefits Administration, Recurit Solutions; SA Degree Audit

  • Campus Collaboration Activities:  to be the new way CO handles upgrades.  Driven by new conceptual upgrade approach and by application evolution beyond “core” and “distributed” components.

  • HCM Absence Management:  has been piloted and released to SJSU.  There is a consortium of campuses working with CSUN on post-pilot distribution functionality changes. 

  • HCM 21st Century Project:  integrates CSU with SAP at the SCO. 

    • The project has been pushed back from 4Q/2009 to 2Q/2010; the CO is almost done with their campus visits.  No campus activities have been conducted as of yet.

ATI (Accessible Technology Initiative) in CMS

  • Creating an RFP to contract with an outside agency on accessibility assessment of CMS.  Oracle has tools for accessibility but it may require additional features which may have an adverse affect on some existing mods.

  • Acc Verify tool for ATI compliance to be made available to ATI campus representatives.

Project Status Update - Technical

Database Reduction Strategy (Strategy handout -

  • The strategy has been approved by the CMS Central Executive Committee with an implementation plan to follow.  Campuses have suggested reducing Finance instances in an effort to retain HCM instances; 5 instances will be lost.

    • The reduction of instances for HCM and CS will result in longer development times.

  • To maintain the current model, the CSU would need to incur annual costs exceeding $2mil.

  • Both proposed models include reducing individual campus PRO’s to a single shared campus PRO (prototype – CO controlled as delivered by the CO).

  • 30% of the currently allocated Finance instances have had 0 logins in the last 30 days; 15% of the currently allocated HCM instances have had 0 logins in the last 30 days.

New Patch Management Strategy (New handout -

  • CMS Central believes the new approach will eliminate a major cause of fix application issues due to fix redundancy, reduce environment variability to simplify support issues, reduce the campus and central resources required to test an process significantly fewer Maintenance Pack (MP) postings (approx 60% reduction from existing postings).  Approach  decision not  yet finalized.

  • The CO used to release baseline upgrades periodically between fixes; these fixes were not required as they would not roll up to the upgrade.

    • The new plan is to release fixes that are not rolled into the MP’s.  As MP’s must be installed, this will help in putting all campuses on a consistent release level.  Notices will be posted on Mondays for Friday fix releases.

    • This plan is most ideal for campuses at baseline; will require some testing on customizations to ensure the fix is compatible with the mod.

  • Potential impact to campuses:  campuses may no longer exclude a patch or update if it is considered unrelated, patch bundles will potentially increase the amount of time campus owners spend verifying and approving changes, bundles are not cumulative.

Project Status Update - Budget

  • 2008/09 Projected Budget Needs:  $3.6mil for loan repayment (not allocated); $1.8mil deferred from 2007/08.

  • Baseline budget:  working with Admin & Finance to determine if staff funding can be moved into operations.  Funding moves are tied to MOU’s.  Balancing project cuts with loss of all contingency.  

  • HCM / SA 8.9:  budget running over due to staffing shortages in key areas.  Estimate $100K per month for approx 5 months.

    • Consulting estimates for baseline implementations:  $98K for Absence Management; $82K for Benefits Administration; $114K for Recruit Solutions.  Costs may decrease if October 2008 timeline is extended.

  • FIS 8.9 support:  $60,000 ~ 210,000 for 2007/08 year end operations; $35,000 for financial audit support, $104,000 ~210,000 functional cleanup

    • Consulting estimates:  $266K functional; $98K technical

  • HCM/HR & CS 9.X consulting estimates:  tbd

  • Upgrades in general:  there will be consulting costs in every upgrade; campuses that have no consultants have decreased distributed functionality.  Campus mods (i.e. departmental security) adds complexity.

CMS Portal

  • DECISION:  per consensus, decided to accept this recommendation to leave the CMS Portal buttons in place with a message on each page for two weeks and then remove them.

  • Temporary Portal message: 

  • Access to all your PeopleSoft functionality for HR, FIS, and SA is now available by clicking the ‘New Titan Online” tab in the portal. You no longer need to use separate HR, Finance, or Student Administration pages, like this one, to access PeopleSoft. This page will only continue to allow you access to the PeopleSoft application until on or about March 24th.

  • On or about March 24th the button to access the application will be removed, but the links and content on this page will remain in place. At that time the only way to access your PeopleSoft functionality will be through the New Titan Online tab.

  • On or about Friday April 11th this tab and page will no longer appear in your portal.

Project Status Update – General

  • Communication and engagement:  SA presentations were completed in Student Affairs.  As Go Lives begin to impact other divisions, the Steering Committee is asked to relay communication to their respective areas.

Project Status Update – HRIS

Recent Activities

  • HR ID delete / change process for users with duplicate CWIDs.

  • Updates to SEP report.

  • Tested FileNet certification and verification reports.

Upcoming Activities

  • Updates to SEP report.

  • Address issues with report creation.

Project Status Update – Finance

Upcoming Activities

  • FIS 9.0 Upgrade – Go Live to occur March 2009 (rigorous timeline)

  • Year-end memo

  • Reduction of instances

Challenges / Concerns

  • Need additional consulting May – mid July to assist with year-end close.

Project Status Update – Student

  • Student Portal authentication Go Live 3/10.  Admissions is now completely in PeopleSoft.

  • 2/12:  Student have the option of delaying their Portal profile; 3/5:  students will be required to update their profile when entering Student Portal.

  • PeopleSoft Portal:  the existing “Titan Online” button in the Student Portal to remain functional until end of Summer 2008.  Guests will use Classes tab from campus homepage for classes through Aug 2008. 

    • 3/7:  will implement security process.

  • Web functionality:  began to move functionality from Titan Online to PeopleSoft or Student Portal.  Email and pin functionality has already been disabled.

  • SA decisions:  1 business unit to be used (instead of 2), new students to register as Summer early-entrants, DARS to DARwin conversion to occur after 3/10 go live, after 3/10, PeopleSoft to feed to SIS+ on a nightly basis.

  • Security:  contining to define PeopleSoft security needs; began moving security into production, planning to migrate to a online-based request process.

  • Data conversions - completed:  class schedule, external org data, Bio/Demo update, PIN conversion, application data, residency data, term activation, email addresses, program/plan stack data, previous SSN conversion, external education data, checklists (admissions), communication (admissions), test scores.

  • Data conversions – upcoming (mid-April):  tutorials, Financial Aid Satisfactory Academic Progress data

  • Data validation:  enrollment history, transfer, test and other credits, inter-career transfer, veteran’s data.

  • Dual maintenance:  finalizing documentation, ensuring staff are aware of needs and are trained.

  • Progressing on current business processes analysis and how they translate to PeopleSoft.  SA modules: Admissions, Campus Community, Records, Academic Advising, Student Financials, Financial Aid, Technical

Steering Committee 2006 Archive
Steering Committee 2007 Archive (