📋 Overview
Owner | Miriam Sallam |
|---|---|
Contributors | Jordan Lamb, Carolyn Franco |
Goals | Launch and Utilize Banner Baseline Screens for Local Tracking and Reporting |
Jira tickets | AP-242 - Getting issue details... STATUS |
On this page |
📅 Meetings
Launch Meeting
Introductions
Expectations
Technology Services to provide Setup, Training, Maintenance, Local Report building, MIS Reporting
Basic Needs to do Desk Manual Documentation, Data Entry, Data Validation, Approval of MIS Reporting
Quick Demo of Banner Screens (TEST Database)
Basic Needs granularity requirements?
📸 Scenarios ➡️ Banner Entry
| 1 | Scenarios | Banner Entry | ||||||
| 2 | Service Type | Service Code | Information or Material Good | Referral | Need to Track Separately? | Service Code REQUIRED FIELD | Provider Origin Internal Department to Provide Material Good | Referral Agency OPTIONAL FIELD External Agency |
| 3 | 🍲 Food | Groceries | Information | CalFresh | Yes | GROC | BN - Basic Needs | CalFresh |
| 4 | 🍲 Food | Food Pantry | Material Good | Yes | GROC | Food Pantry | ||
| 5 | 🍲 Food | Food Card | Material Good | Yes | CARD | BN - Basic Needs | ||
| 6 | 🍲 Food | Holiday Giveaway | Material Good | GROC_HOL23 | Food Pantry | |||
| 7 | 🏡 Housing | Direct Housing Support | ||||||
| 8 | 🏡 Housing | Housing Navigation/Placement | ||||||
| 9 | 🏡 Housing | Referral | Information | |||||
| 10 | 🚄 Transportation | Transportation Support | Information | |||||
| 11 | 🚄 Transportation | Parking Permit | Material Good | |||||
| 12 | 🚄 Transportation | Gas Assistance | Material Good | |||||
| 13 | 🚄 Transportation | Public Transit Financial Support | Material Good | |||||
| 14 | 🚄 Transportation | Public Transit Sticker Referral | ||||||
| 15 | 🧠 Mental Health | Referral | Information | Health Center | REFER | HC - Health Center | ||
| 16 | 🧠 Mental Health | External Referral | ||||||
| 17 | 🧠 Mental Health | Intervention (Direct Referral) | ||||||
| 18 | 🧠 Mental Health | Prevention Services/Support | ||||||
| 19 | 👶 Child Care | Referral | Information | |||||
| 20 | 👶 Child Care | External Referral | Information | |||||
| 21 | 🧑⚕️ Health & Hygiene | Referral | Information | Health Center | REFER | HC - Health Center | ||
| 22 | 🧑⚕️ Health & Hygiene | External Referral | ||||||
| 23 | 🧑⚕️ Health & Hygiene | Hygiene Items | Material Good | |||||
| 24 | 💻 Technology | Access | ||||||
| 25 | 💻 Technology | Referral for Equipment | LRC, Other Department | |||||
| 26 | 💻 Technology | Referral for Lab Use | Computer Lab | |||||
Additional Logic
Service Date: REQUIRED FIELD
Date that service was provided, not date entered by staff where different.
Provider User ID: OPTIONAL FIELD
What person provided the service?
Status STVSSST: OPTIONAL FIELD
The Student Service Status Validation Form (STVSSST) is used to create, update and delete codes and descriptions to define the status of the service.
Doesn’t affect reporting changes.
Example: Service Code that crosswalks to “Yes, service provided” is not negated by a Status of “Service Refused”
Provider Origin STVORIG: REQUIRED FIELD
What department/area provided the service to the student. For the purposes of this, it may be as simple as what internal department/area was the student sent to for the service?
For example, if a student was forwarded to the LRC for technology equipment I’d expect them to be listed.
Service Group STVSSGP: OPTIONAL FIELD
Has a combination of goals, needs, and/or services that may be assigned together.
A person may be associated with multiple Service Groups.
Goals, needs, and services are all independent of each other. A person may have a goal without a need, or have a need without a goal, or have a service without a need or a goal.
-Banner Student Support Services Training Workbook
For example, if the CalFresh outreach was a selection of students with that same goal or need then they could be put in as a Service Group.
Referral Agency STVEMPL: OPTIONAL FIELD
External agency where a student is connected for services.
For example, a student is connected to the Housing Authority of Tulare County for Housing services.
4 Character Field
Comments SVVNEED_%_SERVICE_COMMENTS: OPTIONAL FIELD
Free form text box.
Does not support emojis 😢
🎯 Requirements
Permissions
SVANEED (Write Permissions Needed)
Miriam Sallam, Carolyn Franco, Jeremy Moore, Maria Torres Mosqueda
Help Desk Submitted
Validation Table
GOASEID
Tab | Code SVANEED > Service Code | Informal Description Differs from Banner Description as Banner SG reporting requires specific descriptions. |
|---|---|---|
FOOD_SRV_TYPE | GROC | Groceries |
FOOD_SRV_TYPE | CARD | Food Card |
STVORIG
FAID | Financial Aid 737-6227 |
ADM | Admissions 730-3727 |
ASMT | Assessment 730-3737 |
COUN | Counseling 730-3715 |
OREN | Orientation 737-5410 |
RCDS | Records 730-3775 |
DEAN | Dean's Office 737-5441 |
DRC | DRC 730-3805 |
BKST | Bookstore 730-3751 |
CASH | Cashier 730-3956 |
LIBR | Library 730-3824 |
VOC | Vocational Education |
CNAD | Counseling 730-3715 |
ATH | Athletics 730-3911 |
TRUB | TRIO Upward Bound Math/Science |
TRSS | TRIO Student Support Services |
AAC | AAC 730-3805 |
ESEP | Electronic Student Ed Plan |
EOPS | EOPS/CalWORKS |
BN | Basic Needs |
❓ Open issues
?? Deployment plan
Date | Plan type | Action items | Notes | |
|---|---|---|---|---|
| 1 |
| SETUP |
| |
| 2 |
| BN OFFICE NOTES |
| |
| 3 |
| BN NOTES SETUP |
| |
| 4 |
| SOFT LAUNCH |
| |
| 5 |
| GO LIVE & HANDOFF |
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