| WEDNESDAY, JUNE 10 | |||||
| 7:30 - 9:00 | Breakfast and Registration | ||||
| 9:00 - 9:30 |
General Session Ted Henry, Director Administrative Computing Dr. Vivian Bull, President, Linfield College |
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| 9:30 - 10:30 |
Datatel Opening Session
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| 10:30 - 10:45 | Coffee Break | ||||
| 10:45 - 11:45 |
DATATEL PRESENTATIONWEB ACCESS & TOOLS RICH LEE Datatel, Inc. |
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| 12:00 - 1:30 | Lunch | ||||
| COLLEAGUE | BENEFACTOR | ||||
| 1:30 - 2:30 |
Accounts Receivable Cash Receipts - R14 Use and setup DONNA BONN Seattle University |
Registration Faculty/Staff and Student Access to Colleague. EILEEN BOURASSA Linfield College |
Financial Aid Roundtable Discussion CINDY FARMER Seattle University LINDA KING Linfield College |
Benefactor/Colleague Presentation on Postalsoft LINDA TAYLOR JUDITH JOHNSON Linfield College |
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| 2:30 - 2:45 | Coffee Break | ||||
| 2:45 - 3:50 |
Accounts Receivable Release 14 File organizations in AR - specifically billing. Rules and Cash Receipts will also be discussed NICK LIEPENS Willamette University |
Registration Release 14 Application & Registration using the new R14 system TRACI HOFF Linfield College |
Financial Aid
Reports and Queries ANNE BYRNE Lewis & Clark College LINDA KING Linfield College |
Benefactor Presentation on preparing mailings, from start to finish. This includes mail merging, printing, folding, stuffing and recruiting volunteers. MARI SUE JOHNSON LISA COX Linfield College |
Benefactor Useful Utilities for Benefactor GERALD DEAS University of Oregon Foundation |
| 4:00 - 5:00 |
DATATEL PRESENTATIONDATATEL'S REPORTING STRATEGY, INCLUDING A DEMONSTRATION OF SAFARI RICH LEE Datatel, Inc. |
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| Evening Social Time - TBA | |||||
| THURSDAY, JUNE 11 | |||||
| 7:30 - 9:00 | Breakfast | ||||
| 9:00 - 10:15 |
DATATEL PRESENTATIONSorting out the "views": which interface do I need? - FrontView, PowerView, WebView or character-based KYRAN KENNEDY Datatel, Inc. |
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| 10:15 - 10:30 | Coffee Break | ||||
| COLLEAGUE | OTHER | BENEFACTOR | |||
| 10:30 - 11:45 |
Accounts Receivable Posting AR Invoices in R14, and some of the other differences between R13 and R14 ANDREA PHILLIPS Linfield College |
Registration Downloading from REG and importing into ACCESS EILEEN BOURASSA Linfield College |
Administrative Computing Systems Administrator Roundtable TED HENRY PHIL SETH Linfield College |
Benefactor Rountable discussion of gift and pledge processing. CONNI HOLDER Linfield College JUNE HANSON Whitworth College |
Benefactor Reporting from the RESEARCH module. How to use Uniquery. Download and Flist to create donor profiles. KATHY FERRER Pacific University |
| 10:30 - 11:45 |
Financial Aid R14 - Why Me? Questions and answer session with those who have done it! LINDA KING DAN PRESTON Linfield College |
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| 12:00 - 1:30 | Lunch & Business Meeting | ||||
| 1:30 - 2:45 |
Accounts Receivable Roundtable on Sponsor Billing Payment Plan CATHY MITCHELL Clackamas Community College |
Institutional Research Roundtable MELISSA BANKS Clackamas Community College |
Technical UNIX to UNIX Porting JACK MILLER Whitworth College |
Datatel PresentationBENEFACTOR 5.0 KYRAN KENNEDY Datatel, Inc. | |
| 1:30 - 2:45 |
Purchasing Roundtable Discussion JUDITH JOHNSON Linfield College |
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| 2:45 - 3:00 | Coffee Break | ||||
| 3:00 - 4:30 |
Accounts Payable R13 to R14 Roundtable discussion for end users. PAULA TERRY Linfield College |
Release 14
Preparing Degree Audit for Conversion
PAUL OLSON Willamette University |
Administrative Computing
Roundtable discussion on ELF JEFF MONAHAN Linfield College |
Benefactor Presentation on the differences between SRG (pre R14) and CT (post R14) CHERYL CLINE Linfield College |
Benefactor Activities and Events Presentation DOLLY JACKSON Whitworth College |
| Evening Social Time - TBA | |||||
| FRIDAY, JUNE 12 | |||||
| 7:30 - 9:00 | Breakfast | ||||
| COLLEAGUE | BENEFACTOR | ||||
| 9:00 - 10:15 |
Accounts Receivable Billing Codes & Setup (R14) MARY ELLEN BAUKOL Whitworth College |
Registration Roundtable discussion BOB BOSANAC Linfield College |
Student Housing On the R14 system - Roundtable Discussion SUSAN WEIDER Linfield College |
Benefactor/Colleague Address - Who Changes Them? What Offices are Responsible? DOLLY JACKSON Whitworth College |
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| 10:15 - 10:30 | Coffee Break | ||||
| 10:30 - 11:45 |
Human Resources Presentation on a custom applicant tracking program MARY LIEPINS Willamette University |
Admissioins Conversion Issues/Concerns Roundtable discussion JANICE SCHERMER Lewis & Clark College |
Student Housing On the R14 system - Roundtable Discussion SUSAN WEIDER Linfield College |
Benefactor Reporting Strategies, Query, Utilities and a view to the future LAUREL STILLER Datatel, Inc. |
Annual Fund Roundtable RICK SMITHRUD Linfield College |
| 12:00 - 1:30 | Lunch | ||||
| 1:30 - 2:45 |
R14+ The Nitty Gritty. This session will go as long as necessary! EILEEN BOURASSA JOYCE SAVAGE ANDREA PHILLIPS LINDA KING TED HENRY All of Linfield College |
Admissions Communications Management Seattle University |
Student Housing On the R14 system - Roundtable Discussion (cont'd) SUSAN WEIDER Linfield College |
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Alumni Roundtable LISA GARVEY Linfield College |