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📋 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

  1. Introductions

  2. Expectations

    1. Technology Services to provide Setup, Training, Maintenance, Local Report building, MIS Reporting

    2. Basic Needs to do Desk Manual Documentation, Data Entry, Data Validation, Approval of MIS Reporting

  3. Quick Demo of Banner Screens (TEST Database)

  4. Basic Needs granularity requirements?

📸 Scenarios ➡️ Banner Entry

1

Scenarios

Banner Entry

2

Service Type

Service Provided

Information or Material Good

Referred Elsewhere

Report on MIS

Need to Track Separately?

Service Code

REQUIRED FIELD

Provider Origin STVORIG REQUIRED FIELD

Internal Department to Provide Material Good

Referral Agency OPTIONAL FIELD

External Agency

3

🍲 Food

Groceries

Information

CalFresh

Yes

Yes

GROC

BN - Basic Needs

CalFresh

4

🍲 Food

Food Pantry

Material Good

 

Yes

Yes

GROC

FP - Food Pantry

 

5

🍲 Food

Food Card

Material Good

 

Yes

Yes

CARD

BN - Basic Needs

 

6

🍲 Food

Holiday Giveaway

Material Good

 

Yes

Yes

GROC_YYYY_EVENT

FP - Food Pantry

 

7

🏡 Housing

Direct Housing Support

Information 

Emergency Shelter 

Yes

Yes

HOUS

 

Emergency Shelter 

8

🏡 Housing

Housing Navigation/Placement

Information 

Kings/Tulare Homeless Alliance 

No 

No

INFO_NR

 

Kings/Tulare Homeless Alliance 

9

🏡 Housing

Referral

Information

Emergency Shelter, CSET, Kings/Tulare Homeless Alliance, CalWORKS, Tulare Works 

Yes

Yes 

REFER

CW - CalWORKS

Emergency Shelter, CSET, Kings/Tulare Homeless Alliance, Tulare Works 

10

🚄 Transportation

Transportation Support

Material Good 

 

Yes

Yes

INFO

BN - Basic Needs

 

11

🚄 Transportation

Parking Permit

Material Good

 

Yes

Yes 

PARK

BN - Basic Needs

 

12

🚄 Transportation

Gas Assistance

Material Good

 

Yes

Yes 

GAS

BN - Basic Needs

 

13

🚄 Transportation

Public Transit Financial Support

Material Good

 

Yes

Yes

TRANSIT

BN - Basic Needs

 

14

🚄 Transportation

Public Transit Sticker Referral

Information

SAA- Student Activities & Affairs; other 

Yes

Yes

STICKER

SAA - Student Activities and Affairs

TBD

15

🧠 Mental Health

Intervention (Direct Referral)

Information

Health Center, Off Campus Referral 

Yes

Yes 

REFER

HC - Health Center

TBD

16

🧠 Mental Health

Prevention Services/Support

Information 

Health Center; Silver Cloud

Yes 

Yes 

SERVICE

HC - Health Center

Silver Cloud

17

👶 Child Care

Referral

Information

CalWORKS 

Yes 

Yes 

INFO

CW - CalWORKS

 

18

👶 Child Care

External Referral

Information

Resource & Referral

Yes

Yes 

INFO

 

TBD

19

🧑‍⚕️ Health & Hygiene

Referral

Information

Health Center

Yes

Yes 

INFO

HC - Health Center

 

20

🧑‍⚕️ Health & Hygiene

External Referral

Information

 

Yes 

Yes 

INFO

 

TBD

21

🧑‍⚕️ Health & Hygiene

Hygiene Items

Material Good

 

No

No

SUPPLIES

BN - Basic Needs

 

22

💻 Technology

Access

Material Good

 

Yes 

Yes 

ACCESS

BN - Basic Needs

 

23

💻 Technology

Referral for Equipment

Information

LRC, Other Department

Yes 

Yes 

REFER

LRC - Learning Resource Center, TBD

 

24

💻 Technology

Referral for Lab Use

Information

Computer Lab

Yes 

Yes 

LAB

LAB - Computer Lab

 

25

🍲 Food

Groceries

Information

CalFresh

Yes

Yes

GROC

BN - Basic Needs

CalFresh

26

🍲 Food

Food Pantry

Material Good

 

Yes

Yes

GROC

FP - Food Pantry

 

Additional Logic

Service Code GOASEID: REQUIRED FIELD

Tab

Code

SVANEED > Service Code

Informal Description

Differs from Banner Description as Banner SG reporting requires specific descriptions.

Description

FOOD_SRV_TYPE

GROC

Groceries

FOOD

FOOD_SRV_TYPE

CARD

Food Card

FOOD

HSNG_SRV_TYPE

HOUS

Direct Housing Support

HOUSING

HSNG_SRV_TYPE

INFO_NR

Housing Navigation/Placement

Not MIS Reportable

HSNG_SRV_TYPE

REFER

Referral

HOUSING

TRANS_SRV_TYPE

INFO_NR

Transportation Support

Not MIS Reportable

TRANS_SRV_TYPE

PARK_NR

Parking Permit

Not MIS Reportable

TRANS_SRV_TYPE

GAS_NR

Gas Assistance

Not MIS Reportable

TRANS_SRV_TYPE

TRANSIT_NR

Public Transit Financial Support

Not MIS Reportable

TRANS_SRV_TYPE

TRANSIT

Public Transit Sticker Referral

TRANSPORTATION

MNTL_HLTH_SRV_TYPE

REFER

Intervention (Direct Referral)

MENTAL_HEALTH

MNTL_HLTH_SRV_TYPE

SERVICE

Prevention Services/Support

MENTAL_HEALTH

CHLD_CARE_SRV_TYPE

INFO

Referral

CHILD_CARE

PHYS_HLTH_SRV_TYPE

INFO

Referral

PHYSICAL_HEALTH

PHYS_HLTH_SRV_TYPE

SUPPLIES

Hygiene Items

PHYSICAL_HEALTH

TECH_SRV_TYPE

ACCESS

Access

TECHNOLOGY

TECH_SRV_TYPE

REFER

Referral for Equipment

TECHNOLOGY

TECH_SRV_TYPE

LAB

Referral for Lab Use

TECHNOLOGY

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.

Code

Description

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

BN

Basic Needs

FP

Food Pantry

CALW

CalWORKS

SAA

Student Activities and Affairs

HC

Health Center

LAB

Computer Lab

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

Code

Description

CALF

CalFresh

EMSH

Emergency Shelter

KTHA

Kings/Tulare Homeless Alliance

CSET

Community Services Employment Training

TWRK

Tulare Works

SCLD

Silver Cloud

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 31204

❓ Open issues

?? Deployment plan

Date

Plan type

Action items

Notes

1

SETUP

  • Applications: Permissions
  • Applications: Confluence Page

2

BN OFFICE NOTES

3

BN NOTES SETUP

4

SOFT LAUNCH

  • Basic Needs: Input a Student Per Scenario Where Possible
  • Applications: Run SG

5

GO LIVE & HANDOFF

  • Basic Needs: Takes over documentation of scenarios and how-to. IE Desk Manual
  • Applications: Manages and document validation tables here.

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