Track

Ref

Audience

BEN

100

U, M, T

A Journalist's Approach to Prospect Management: 6 Questions Every Moves Manager Should Ask (powerpoint)
Portland State University has a coordinated access approach to prospects.  What does this mean and how is Benefactor used to support it?
Chris Mildner, Portland State University

BEN

129

U, M, T

Connecting the Dots: Prospect Research Tracking in Benefactor (powerpoint)
Discussion of how Portland State University uses Benefactor screens and coding to manage research and prospect information, including the types of information, where its stored and how it is coded for reporting.
Chris Mildner, Portland State University

BEN

132

U, M

Benefactor Strategic Directions
Don Brohard, Datatel

BEN

133

U, T

Preparing an Alumni Survey and Directory 
Describes a process for selecting and contacting alumni, tracking responses, following up with non-respondents, publishing alumni directories and protecting privacy.
Nancy Dubberke, Linfield College

BEN

134

U, M

Linking Trackers to Donors in the Gift Processing and Receipting Processes 
Whitworth College is using a new system to assign a tracker to every donor and allow the assignment to guide the flow of the receipting process.
Mark Ellis and Annie Tomson, Whitworth College

BEN

135

U, M

Planned Giving Roundtable
Has your institution implemented the Planned Giving Module?  How much of it are they using?  Do you have any ideas or plans for expanding on the current use?  Could you share your val-code tables at a roundtable?
Facilitated by Mark Ellis, Whitworth College

CF

102

U

Using the Colleague Purchasing Module
Demonstration of how CNC uses commodity codes, history tracking, fake PO’s, and on-line requisitions and approvals.
Cris Munro, College of New Caledonia

CF

103

U, M, T

Reconciling AP, Encumbrances and AR/CR
Review steps to reconcile Accounts Payable and Accounts Receivable to the General Ledger, and cleaning up encumbrances. Processes include new reports included in Phase 2 of the AR/CR Enhancement project..
Lucie Dorval, Centre for Education Information

CF

104

An Alternative Method of Processing Sponsorships
Discussion of how the system can be used to process special sponsorships more effectively.
Marsha Simpson, North Island College, Lucie Dorval, Centre for Education Information

CF

113

U, M, T

What are your alternatives for reporting on the finance system?
Demonstration of the use of ODBC, the use of savedlist, QueryBuilder, Web, etc.
Mark McDonald, Centre for Education Information

CF

131

U, M

Projects Accounting
Don Brohard, Datatel

HR

108

U

Remittance Processing  (powerpoint)
Walk through the set-up, payment process, and “Oops – got to fix that before the cheque run” procedures for Remittance Processing
Joan Kaun and Yvonne Nelson, College of the Rockies

HR

110

U

Setting Up and Using Seniority Plans
This session will review the steps necessary to set up Seniority Plans.  It will go over options available as well as problems discovered during the testing of various plans.
Debbie Becker, Centre for Education Information

HR

111

Processing Canadian T4A’s
So, now that you are live with ST and HR/PR, you can process your T4A’s!! The do’s and don’ts as well as what problems to be aware of.
Lucie Dorval, Debbie Becker and Cathy Jones, Centre for Education Information

Reports

112

U

Colleague and Excel – The Best of Friends  (powerpoint)
Retrieving data from Colleague and downloading into Excel for manipulation.  We will be looking at address labels and other reports.
Yvonne Nelson and Joan Kaun, College of the Rockies

Reports

119

U, M, T

Safari Report Writer - Hunt for the Big Game
A presentation of Whitman’s experiences with Safari and ODBC.  Our successes, failures and what we’d do differently.  A look at virtual fields in views and tables joined in Safari Administrator.
Rick Hinz and Michael Quiner, Whitman College

ST

114

Batch Management of Student Academic Programs (powerpoint); HANDOUT (Word)
Learn how to manage Student Academic Programs utilizing a customized process. This session will walk through some of the options available for batch ending student academic programs.
Charlotte Heppner, College of the Rockies, Cathy Jones, Centre for Education Information

ST

115

Program Management Using Additional Majors and Specializations: from Admissions to the Web.
Presentation on how Camosun College rationalized their College Program Codes by using additional majors and specializations. This method simplifies graduation processing for multiple credentials, tracking student preferences, and processing program declaratioms and registration priorities on the web.
Janice Lamoureux, Camosun College, Doris Silva, Centre for Education Information

ST

116

U, M, T

A look at UCC’s Canadian Financial Aid Solution (powerpoint)
Electronic Confirmation of Enrolment (ECE) automates the process of confirming that students with government loans are enrolled in a full course load.  ECE data from the Ministry and from our student database are merged electronically and only exceptions are validated by manually.  Data is uploaded to the Ministry and documents are sent directly to the student for negotiation.
Dennis Mayberry and Jacob Geluk, University College of the Cariboo

ST

118

U

Is My Academic Evaluation Understandable? 
This session will review Academic Evaluation Reports from a variety of schools.  Degree audit documents are evaluated for readability and ease of use by students.
Gary Whisenand and Celeste Millard, Whitworth College

ST

128

U, T

Custom Tools for Waitlist and Scheduling (powerpoint)
Waitlists and schedules are two areas of Colleague that can be frustrating for end-users.  This presentation will describe and demonstrate custom solutions that have been developed for waitlist management and assisting with miscellaneous scheduling.
Sylvia Mossey, Centre for Education Information

ST

130

U

The Ongoing Drama of Degree Audit – R13 to R16 and beyond
The presenter, who has installed Degree Audit at two schools, consulted at several others, and sits on the Datatel Advisory Committee for DA, will present “what I’ve learned about DA and what you should know”.  This session will be suitable for veterans and those considering implementing Degree Audit.
Paul Olsen, Willamette University

TECH

121

T

Simple Envision How To's, Once You Know The Tricks 
(MS Word)
Presenting a set of “how to’s” for commonly used Envision processes.  For example: changing report headers within a report, including saved list and additional selection criteria, using lookup specification screens, using parm files for tables, opening FA files for different years, and finding useful information.
Kathy Bronson, Clackamas Community College

Building Better Communication

Implementing a web directory and electronic discussion lists for students, and mass-mailing lists and e-mail for alumni. Taking advantage of the information that we are already collecting has yielded systems that very quickly enhanced the quality of communication on campus and added valuable services for our constituents.
Brad Wilkins and Wayne Ohmer, Lewis & Clark College

General

120

U, M, T

User Interface 1.0 and DUCK (quack!) 
Whitman College has been one of the beta sites for Datatel’s new GUI, User Interface 1.0.  We will show some of the new features of UI and how these can benefit users.  We will also demonstrate these features using the Whitman College DUCK (Datatel Users’ Coffee Klatch) format, regularly occurring informal sessions for Datatel users from various end user offices and IT staff.
Michael Quiner, Whitman College

General

124

U, M, T

It's all about U: The User Experience with UI, WebAdvisor, CampusCruiser, e-learning & E-commerce 
Laird Sloan, Datatel

General

125

U, M, T

Datatel Strategic & Product/Service Directions
Bill Petersen, Datatel

General

127

WebAdvisor Roundtable
By June 2001, BC institutions will have completed two WebAdvisor implementations and be in the midst of a multi-site project that will raise WebAdvisor at four institutions simultaneously.  What are some of the lessons that have been learned.
Facilitated by Murray Nicholson, Centre for Education Information

VEND

101

ChequeScribe II and Troy Printers
Demonstraion of how Emily Carr Institute of Art and Design generate batch information from Colleague and use ChequeScribe II to print cheques.
Raymond Au, Troy Telgate Systems and Connie Currie, ECIAD

VEND

126

U, M, T

CollegeNet - Optimizing your web experience 
CollegeNet Inc. has transformed online forms from electronic versions of paper to real-time, online dialogues between schools and their prospects.  This technology allows you to recognize prospects’ goals and to tap into their affinity potential during the application process.  CollegeNet is a Datatel Partner, and application data can be loaded directly into Colleague without re-keying.
Erica Langbecker, CollegeNet

VEND

142

WebWizard: Integration Software for Unidata Users
WebWizard can help to integrate UniData files and subroutines with the Web. Create novel and custom applications to report and maintain data. Use DataReady to offer web-based excutive reporting without flattening or exporting files.
Mel Soriano, Eagle Rock Information Systems