Implementing Preferred Name in Banner ERP (261562386)

8/9/2019 Implementing Preferred Name in Banner ERP (261562386)

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Jean Dailey, AVP of Enterprise and Technical Systems

Mary Vona, Sr. Programmer Analyst

Connecticut College

April st, !"#

$oom ##%

&mplementing Preferred 'ame in

(anner E$P



$ules of Eti)uette

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Agenda

Connecticut College 3 4ho Are 4e5

4hy Preferred 'ame5

6ur $oadmap

Technical Solution

7essons 7earned



Small, Priate, 7i-eral Arts

8ounded in 9 1ith the -elief that all

)ualified students desere an opportunity to

secure an education Academic E:cellence, Diersity ; Education of

the Entire Person

<#"2acre ar-oretum campus in historic seaport

to1n of 'e1 7ondon

Enrollment= 9!! students



Voice of 7>(T? Community 7eaders

Protect gender identity of students 1here needed

Accommodate diersity of student population

4hy Preferred

'ame5

When students return to campus for

the fall semester…their preferredname will appear in the campus[systems].

-President Higdon , May 2012



$e)uirements

Preferred 8irst, Middle and 7ast 'ames

Preferred 'ame @ Primary 'ame i.e., not Boption

(anner B'ic 1as insufficient Preferred 'ame unless Department had Bneed to no1

7egal name

Proide -oth 7egal and Preferred if re)uired 7egal

Department Training



6ur $oadmap

Preferred Only

* SS( 2 Class 7ists

* SS( 2 Adisor 7ists

* $oommate 7ists

* Campus &D Card

* Moodle

* Camel4e- Portal* Student Actiities

* Print Management, etc.

Legal and Preferred

* Payroll

* Campus Safety

* 8inancial Aid

* Payment Plans

* ealth Center

* &dentity Vault



TE S670T&6'=

860$ PA$TS

* (0&7D CUSTOM VIEW that mirrors the SPRIDEN tale

* (0&7D a PRE!ERRED N"ME for eery "#ti$e St%dent and Em&loyee

* (0&7D !UNCTIONS and TRI''ERS ; use no1n Ora#le !%n#tions

* (0&7D C("N'ES IN )USINESS PR"CTICE

TECHNICAL SOLUTION



* (0&7D CUSTOM VIEW that mirrors the SPRIDEN tale

V&E4 s TA(7E

D) SC(EM"S

)"NINST* $s S"TURN

$ie+s , r%les $s ase and re&eating st%dent tales

Ora#le D) r%le- !or any o.e#t/ loo0 inside it1s o+n s#hema

efore %sing P%li# Synonym to ta& any other same2named

o.e#t3



PIVOT"L C("N'E

Class• Joey Sat• Jane Do• Tim Bo• Sam Ce

d!• Joey Sat• Jane Do• Tim Bo• Sam Ce

Student• Joey Sat• Jane Do• Tim Bo• Sam Ce

SPRIDEN

VIEW

Faculty

Student

Employee



* (0&7D a PRE!ERRED N"ME for eery"#ti$e St%dent and Em&loyee

* 'o1 that 1e figured out ho1 1e 1ere going to sho1 the data starting 1ith

Self Serice using SP$&DE' ie1 o-Fect,

* 4e had to figure 1hat data 1e 1ere going to sho1 and ho1 that data

1as going to -e stored



* "nserted #referred $irst% &iddle 'if e(ists) %and *ast



%

"nserted +ecord for #refusin, S#B+S#+$$"+ST/&

"f B"0 ta1le had a pref 2rstname%

Then inserted that3nic4name5% else insertedspriden2rstname%spridenmi%

spridenlastname into anew row in spriden for sameuni6ue identi2er for theperson% with ntyp 7 #+$and /C89"/D 7 /



"f

sp1perspref2rstname

e(ists then write it

$ o r & i d d l e and * ast % w e i nse r t e d t he C o mmo n & i d d l e and * ast / am

e s.



Bo

&in,

8uan,



* (0&7D !UNCTIONS and TRI''ERS; use no1n Ora#le !%n#tions



USER

4try it- sele#t %ser from d%al56

ALL SELF SERVICEUSERS RESOLVE TO

WWW_USER

USE OR"CLE !UNCTIONS



tr y i t:

C+- T- 0+ +-#*

C- $ ;/C T"0/

C0//&/.CC $

9- T C**"/9 #<

9

+- T ;+/ =

+C8+ >

S co wner

=+C8+ >'?@ )A

cname =+C8

+ >'?@ )A

c l ineno / ;&B-

+A

cca l ler =+C8

+ >'?@ )A

B-9"/

O WA_ U T I L ! "o_ ca l led_ me 'co wn

er%

cname% c l ineno%

cca l ler )A

+- T ;+/ cname

A

-/D CC $ 9- T C

**"/9 #< 9

W(O7C"LLED7ME

USE OR"CLE !UNCTIONS



CUSTOM SPRIDEN VIEW

/otice the callto custom

function tofetch #+$/ame

Safety /et: "f prefdoesnt e(ist% use

Common



CUSTOM !UNCTION- CC7!7PRE!N"ME



CUSTOM !UNCTION- CC7!7!ORM"T7N"ME



SE78 SE$V&CE G C6''C677

8aculty

only see

names.7ists are

seamless.

&s it Prefor 7egal5



moreH Self Serice

8acu l t y on l y see

names.

7 is ts are

seam less.

&s i t Pre f or

7ega l 5



M66D7E G C6''C677



moreH M66D7E

S e a m l e s s

t o

! a # % l t y 8



$eie1= 7egal 3 Common 'ame

4 h a t d o e s t h e

c o n s t i t u e n t

s e e i n S S ( f o r

t h e m s e l , e s 5

e r e i s m y

S P A & D E ' r e c o r d i n

( a n n e rH



$eie1= Preferred 'ame

e r e i s m y

S P A & D E ' A l t e r n a t e

' a m eH



$eie1= Self Serice W h a t d

o

s t % d e n t/

s t a f f / f a # % l t y

s e e i n S S ) 9



* CA'>E (0S&'ESS P$ACT&CES

Employed the use of custom triggers to insert the initial

Preferred 'ame of a person to -e their 7egal 'ame in

Spriden ta-le.

Presented person 1ith custom 1e-8orm to change it.

61ning Departments hae to approe for datastandards through the use of 1orflo1s.



T$&>>E$S

CCIPE(EMP7IA&$

Triggers on 'e1 Employee record

CCIS>(STD'IA&$ Triggers on 'e1 Student record

(oth triggersH

* Chec for the presence of spriden, 1here

ntyp@P$E8

* &f not e:ists, inserts the pref name for

ntyp@P$E8



T$&>>E$



>6T 0P>$ADES5

4e learned going into this there may -e a snag

1ith upgrades and prepared for it during testing

once 1e had an upgrade to test. This is 1hat 1e

foundH



0P>$ADES

The upgrade did not impact the custom functions

and triggers. &t did impact the A&DE' forms and

Spriden Vie1 in (A'&'ST.

8ormula=

Apply upgrade

Compile all 6racle A&DE' formsCompile -aninst.SP$&DE' ie1

$E2Compile all 6racle A&DE' forms



TEC'&CA7 S0MMA$

* 7eeraged 1hat 6racle offers in rules and functions

* Treated eeryone e)ually 1ith all haing Pref 'ames

* (uilt custom ie1, functions, triggers to push and pull

data

* 0sed -est practice 3 1here coding re2iteratie logic

1ould hae -een good Knuf, 1e -uilt t1o stellar

functions for deelopers to use across the -oard in all

areas to ull names.



$esults

* Positie feed-ac from campus community

* Students, faculty and staff

* "nternational /ames* /ic4names 'Tom% Beth% Jon)

* #referred &iddle /ames 'W. *ee% $. nn)

* Enrollment and 'e1 ire Processes

* Accessi-le in Camel4e- Portal

* 6er L"" people utilied Preferred 'ame



August 2014 2 8or the second

consecutie year, Campus

Pride and the uffington Posthae named Connecticut

College as one of the nationNs

friendliest campuses for

7>(T? students.



Than ou//More Info and !":s=

https=++111.conncoll.edu+academics+registrar+student2information2chang

es+preferred2name2information+

JdaileyGconncoll.edu

MonaGconncoll.edu

P7EASE C6MP7ETE TE SESS&6' EVA70AT&6'

6'7&'E T$60> AP$&7 <T

M -il li

https://www.conncoll.edu/academics/registrar/student-information-changes/preferred-name-information/



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Implementing Preferred Name in Banner ERP (261562386)

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