Advancement SS 8.9 Release Guide

Banner Advancement Self-ServiceRelease GuideRelease 8.9December 2015/nWithout limitation: Ellucian®, Banner®, Coll eague®, and Luminis® are trademarks of the Ellucian group of companies that are reg istered in the U.S. and certain other countries; and Ellucian AdvanceŽ, Ellucian Course SignalsŽ, Ellucian Degree WorksŽ, Ellucian PowerCampus Ž, Ellucian RecruiterŽ, Ellucian SmartCallŽ, are also trademarks of the Ellucian group of companies. Other names may be trademarks of their respective owners. © 2015 Ellucian. Contains confidential and proprietary information of Ellucian and its subsidiaries. Use of these materials is limited to Elluci an licensees, and is subject to the terms and conditions of one or more written li cense agreements between Ellucian and the licensee in question. In preparing and providing this publicati on, Ellucian is not rendering legal, accounti ng, or other similar professional service s. Ellucian makes no claims that an institution's use of this publication or the soft ware for which it is provided will guarantee compliance with ap plicable federal or state laws, rules, or regulations. Each organiza tion should seek legal, accounting, and other similar professional services from comp etent providers of the organization's own choosing. Ellucian 4375 Fair Lakes Court Fairfax, VA 22033 United States of America Revision History Publication DateSummary December 2015 New version that supports Banner Advancement Self-Service 8.9 software /n 3Release Guide|Contents Contents Event Attendance Enhancement. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 Changed Web pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Advancement Self-Service Rule s (bwakwrul.P_ModifyPgWebRules) . . . . . . . . . . . . . 5 Manage My Prospects (bwdkmpro.P_View_MyPros). . . . . . . . . . . . . . . . . . . . . . . . . . 5 Manage My Prospects Preferences (bwdlpref.P_ Input_MyPros_Pref) . . . . . . . . . . . . 5 Constituent Short Profile (b wdkcprf.P_Short_Profile). . . . . . . . . . . . . . . . . . . . . . . . . . 5 Constituent Long Profile (bwdkcprf.P_Long_Profile) . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Prospect Short Profile (bwdkpprf.P_Short_Profile) . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Prospect Long Profile (bwdkpprf.P_Long_Profile) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Miscellaneous Enhancement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6 Project/interest code enhancement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Changed Web page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Add a Contact (bwdkpcnt.P_Enter_Contact). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Resolutions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7 /n 4Release Guide|Event Attendance Enhancement Event Attendance EnhancementAdvancement officers can now display event attendance information about advancement individuals, advancement organizations, and prospects on the profile pages. This information includes a summary, a list of past events attended, and a list of upcoming events the individual is registered to attend. Events on the current date are listed in the Upcoming Event Registrations section. You can use the Advancement Officer Web Profile Items Validation Form (ATVDOWP) to specify which of these profiles are to be displayed at the institution level, and to specify the sequence in which the new Event Attendance section is to be displayed on the Web pages. Seed data is delivered for this purpos e with all profile types set to have event attendance information displayed. In addition, the Event Attendance column wa s added to the Manage My Prospects page. Seed data is delivered for the Advancement Officer Web Manage My Prospects Table (ATVDOPP) to display this column. (Refer to the Banner Advancement Release Guide 8.9 for details about the seed data delivered to support this enhancement.) You can use the Advancement Self-Service Rules page in Banner Web Tailor to define the rules for what event attendance informatio n is to be displayed to your advancement officers. Advancement officers can use the Manage My Prospects Preferences page to choose whether to display event attendance information for their prospects. Changed Web pages The following pages were changed to support this enhancement: ŁfiAdvancement Self-Service Rules (bwakwrul.P_ModifyPgWebRules) fl on page5 ŁfiManage My Prospects (bwdkmpro.P_View_MyPros) fl on page5 ŁfiManage My Prospects Preferences (bwdlpref.P_Input_MyPros_Pref) fl on page5 ŁfiConstituent Short Profile (bwdkcprf.P_Short_Profile) fl on page5 ŁfiConstituent Long Profile (bwdkcprf.P_Long_Profile) fl on page5 ŁfiProspect Short Profile (bwdkpprf.P_Short_Profile) fl on page5 ŁfiProspect Long Profile (bwdkpprf.P_Long_Profile) fl on page5 /n 5Release Guide|Event Attendance Enhancement Advancement Self-Service Rules (bwakwrul.P_ModifyPgWebRules) The Event Rules section was added to this page. Th is section includes the following new fields: ŁEvent System(s) ŁYear Definition ŁLimit Past Event Attendance Manage My Prospects (bwdkmpro.P_View_MyPros) The Event Attendance column was added to this page . If past or upcoming event attendance records exist for a prospect, a link is displayed in the column so the Advancement Office can navigate to the new Event Attendance section of the Prospect Long Profile (bwdkpprf.P_Long_Profile) page. Manage My Prospects Preferences (bwdlpref.P_Input_MyPros_Pref)The Event Attendance field was added to this page. Constituent Short Profile (bwdkcprf.P_Short_Profile)The Event Attendance section was added to this page. Constituent Long Profile (bwdkcprf.P_Long_Profile)The Event Attendance section was added to this page. Prospect Short Profile (bwdkpprf.P_Short_Profile)The Event Attendance section was added to this page. Prospect Long Profile (bwdkpprf.P_Long_Profile)The Event Attendance section was added to this page. /n 6Release Guide|Miscellaneous Enhancement Miscellaneous EnhancementThe following miscellaneous enhancement was delivered for this release. Project/interest code enhancement Effective with Release 8.8, project/interest codes can now be designated as active or inactive on the Project/Interest Code Validat ion (ATVPROJ) form in Banner Advancement. Inactive project/interest codes are not displayed and cannot be entered in Banner Advancement Self-Service. Changed Web page The following Web page was changed to support this enhancement. Add a Contact (bwdkpcnt.P_Enter_Contact) If a project/interest code is inactive, it is not displayed in drop-down list for the Project fields, nor can it be entered manually. /n 7Release Guide|Resolutions ResolutionsThe Banner Advancement Self-Service Resolu tions Report 8.9 is a companion to this release guide. The Resolutions Report provides summary information about the change requests that are resolved in Banner Advancement Self-Service 8.9. Use the following steps to access the Resolutions Repo rt on the Ellucian Support Center: 1.Go to https://ellucian.force.com /clients/home/home.jsp .2.Sign in to the Ellucian Support Center. 3.Select the Documentation Libraries tab. 4.Search for the Banner Advancement Self-Service Resolutions Report 8.9. /n

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