implementing preferred name in banner erp (261562386)
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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
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$ules of Eti)uette
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Agenda
Connecticut College 3 4ho Are 4e5
4hy Preferred 'ame5
6ur $oadmap
Technical Solution
7essons 7earned
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Small, Priate, 7i-eral Arts
8ounded in 9 1ith the -elief that all
)ualified students desere an opportunity to
secure an education Academic E:cellence, Diersity ; Education of
the Entire Person
<#"2acre ar-oretum campus in historic seaport
to1n of 'e1 7ondon
Enrollment= 9!! students
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Voice of 7>(T? Community 7eaders
Protect gender identity of students 1here needed
Accommodate diersity of student population
4hy Preferred
'ame5
When students return to campus for
the fall semester…their preferredname will appear in the campus[systems].
-President Higdon , May 2012
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$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
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6ur $oadmap
Preferred Only
* SS( 2 Class 7ists
* SS( 2 Adisor 7ists
* $oommate 7ists
* Campus &D Card
* Moodle
* Camel4e- Portal* Student Actiities
* Print Management, etc.
Legal and Preferred
* Payroll
* Campus Safety
* 8inancial Aid
* Payment Plans
* ealth Center
* &dentity Vault
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TE S670T&6'=
860$ 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
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* (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 $s ase and re&eating st%dent tales
Ora#le D) r%le- !or any o.e#t/ loo0 inside it1s o+n s#hema
efore %sing P%li# Synonym to ta& any other same2named
o.e#t3
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PIVOT"L C("N'E
Class• Joey Sat• Jane Do• Tim Bo• Sam Ce
d!• Joey Sat• Jane Do• Tim Bo• Sam Ce
Student• Joey Sat• Jane Do• Tim Bo• Sam Ce
SPRIDEN
VIEW
Faculty
Student
Employee
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* (0&7D a PRE!ERRED N"ME for eery"#ti$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
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* "nserted #referred $irst% &iddle 'if e(ists) %and *ast
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%
"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 /
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"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.
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Bo
&in,
8uan,
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* (0&7D !UNCTIONS and TRI''ERS; use no1n Ora#le !%n#tions
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USER
4try it- sele#t %ser from d%al56
ALL SELF SERVICEUSERS RESOLVE TO
WWW_USER
USE OR"CLE !UNCTIONS
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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
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CUSTOM SPRIDEN VIEW
/otice the callto custom
function tofetch #+$/ame
Safety /et: "f prefdoesnt e(ist% use
Common
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CUSTOM !UNCTION- CC7!7PRE!N"ME
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CUSTOM !UNCTION- CC7!7!ORM"T7N"ME
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SE78 SE$V&CE G C6''C677
8aculty
only see
names.7ists are
seamless.
&s it Prefor 7egal5
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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
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M66D7E G C6''C677
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moreH M66D7E
S e a m l e s s
t o
! a # % l t y 8
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$eie1= 7egal 3 Common 'ame
4 h a t d o e s t h e
c o n s t i t u e n t
s e e i n S S ( f o r
t h e m s e l , e s 5
e r e i s m y
S P A & D E ' r e c o r d i n
( a n n e rH
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$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
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$eie1= Self Serice W h a t d
o
s t % d e n t/
s t a f f / f a # % l t y
s e e i n S S ) 9
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* CA'>E (0S&'ESS P$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.
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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
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T$&>>E$
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>6T 0P>$ADES5
4e learned going into this there may -e a snag
1ith upgrades and prepared for it during testing
once 1e had an upgrade to test. This is 1hat 1e
foundH
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0P>$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
$E2Compile all 6racle A&DE' forms
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TEC'&CA7 S0MMA$
* 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.
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$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
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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.
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Than ou//More Info and !":s=
https=++111.conncoll.edu+academics+registrar+student2information2chang
es+preferred2name2information+
JdaileyGconncoll.edu
MonaGconncoll.edu
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