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Banner StudentLocation Management – HousingTraining WorkbookRelease 8.0 - April 2008Updated 4/16/2008HIGHER EDUCATIONWhat can we help you achieve?

SunGard Higher Education4 Country View RoadMalvern, Pennsylvania 19355United States of America(800) 522 - 4827Customer Support Center websitehttp://connect.sungardhe.comDistribution Services e-mail [email protected] servicesIn preparing and providing this publication, SunGard Higher Education is not rendering legal, accounting, or other similarprofessional services. SunGard Higher Education makes no claims that an institution's use of this publication or thesoftware for which it is provided will insure compliance with applicable federal or state laws, rules, or regulations. Eachorganization should seek legal, accounting and other similar professional services from competent providers of theorganization's own choosing.TrademarkWithout limitation, SunGard, the SunGard logo, Banner, Campus Pipeline, Luminis, PowerCAMPUS, Matrix, and Plus aretrademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries.Third-party names and marks referenced herein are trademarks or registered trademarks of their respective owners.Revision History LogPublication DateSummaryApril 2008New version that supports 8.0 software.Notice of rightsCopyright SunGard Higher Education 2005-8. This document is proprietary and confidential information of SunGardHigher Education Inc. and is not to be copied, reproduced, lent, displayed or distributed, nor used for any purpose otherthan that for which it is specifically provided without the express written permission of SunGard Higher Education Inc.

Table of ContentsIntroduction . 5Process Introduction. 7Set Up . 9Location Management/Housing .10Building Code Validation .11Building/Room Attribute Code Validation.14Room and Meal Application Type Validation .16Room Status Code Validation .18Room Assignment Status Code Validation .20Room Rate Code Validation.22Housing Application Status Code Validation .24Meal Rate Code Validation .26Meal Assignment Status Code Validation .28Phone Rate Code Validation .30Phone Assignment Status Code Validation.32Campus Code Validation .34County Code Validation.36College Code Validation .38Department Code Validation.40Site Code Validation.42State/Province Code Validation.44Term Code Validation .46Detail Code Control .49Creating and Analyzing Housing Control and Rules .53Room/Meal/Phone Rate Code Rules.54Housing Term Control.57Room Assignment Status .59Meal Assignment Status .61Phone Assignment Status.63Self Check.65Answer Key for Self Check .67Day-to-Day Operations . 69Process Introduction.70Defining a Residence Hall Building .72Defining a Residence Hall Room .74Creating a Room and Meal Application .76Creating Roommate Applications .78Creating and Maintaining Room Assignments .80Creating and Maintaining Meal Assignments .82Creating and Maintaining Phone Assignments.84Defining a Classroom Building .86Defining Classrooms .89Using Location Management/Housing Reports and Queries .93Dormitory Address Creation Report.94Active Housing Assignments Report .97Batch Room/Meal/Phone Assess Report .101Assignment Roll Process .104

Batch Scheduler .108Housing Purge.111ACS Housing Interface .114Summary .117Self Check.118Answer Key for Self Check .121Appendix. 124Forms Job Aid .125Terminology.129

IntroductionCourse goalThe goal of this workbook is to provide you with the knowledge and practice to managestudent housing and other buildings at your institution. The workbook is divided into threesections: Introduction Set Up Day-to-Day OperationsCourse objectivesAt the end of the Set Up section, you will be able to identify Location Management/Housing control, rules, and code validationforms create and analyze Housing control and rules define housing/meal/phone rates define housing assignment and assessment rules.At the end of the Day-to-Day section, you will be able to define buildings and rooms create housing and meal applications create and maintain room, meal, and phone assignments identify the Location Management/Housing queries and reports.See the Fee Assessment workbook for information on Fee Assessment. SunGard 2004-2008Page 5Location Management - Housing

Intended audienceResidence Life Personnel and other personnel responsible for student housing andmaintaining classroom informationPrerequisitesTo complete this course, you should have completed the Education Practices computer-based training (CBT) tutorial Banner 8Fundamentals, or have equivalent experience navigating in the Banner system administrative rights to create and perform the necessary set up in Banner SunGard 2004-2008Page 6Location Management - Housing

Process IntroductionAbout the processThe Location Management process provides the capability for your organization to createand maintain buildings ands rooms that are used to make assignments to classes, toresidence life students or to any other persons, and to organization events and functionswithin events.Flow diagramThis diagram highlights the processes used to manage buildings and housing within theoverall Student process. SunGard 2004-2008Page 7Location Management - Housing

Personnel involved in the processMultiple offices may use the Location Management module. Personnel from severaladministrative areas across your organization would share responsibility for performing thefunctions available within the module: Residence Life personnel for housing related records;Registrar’s office personnel or personnel from another academic area for assigningclassrooms to class sections; and the Bursar or other designated personnel from the StudentAccounts Receivable office for creating and maintaining housing fee assessmentfunctionality. SunGard 2004-2008Page 8Location Management - Housing

Set UpIntroductionThe purpose of this section is to outline the setup process and detail the procedures to setup your Banner Student System.ObjectivesAt the end of this section, you will be able to identify Location Management/Housing control, rules, and code validationforms create and analyze Housing control and rules define housing/meal/phone rates define housing assignment and assessment rules. SunGard 2004-2008Page 9Location Management - Housing

Location Management/HousingControl, rule and code validation formsBefore performing day-to-day activities related to Location Management/Housing records, anumber of forms require your organization’s data to be entered first.The following control, rule and code validation forms are used frequently in the LocationManagement/Housing module. Review these forms and practice entering information ineach.Form DescriptionBanner NameBuilding Code ValidationSTVBLDGBuilding/Room Attribute Code ValidationSTVRDEFRoom and Meal Application Type ValidationSTVARTPRoom Status Code ValidationSTVRMSTRoom Assignment Status Code ValidationSTVASCDRoom Rate Code ValidationSTVRRCDHousing Application Status Code ValidationSTVHAPSMeal Rate Code ValidationSTVMRCDMeal Assignment Status Code ValidationSTVMSCDPhone Rate Code ValidationSTVPRCDPhone Assignment Status Code ValidationSTVPSCDCampus Code ValidationSTVCAMPCounty Code ValidationSTVCNTYCollege Code ValidationSTVCOLLDepartment Code ValidationSTVDEPTSite Code ValidationSTVSITEState/Province Code ValidationSTVSTATTerm Code ValidationSTVTERMDetail Code ControlTSADETC SunGard 2004-2008Page 10Location Management - Housing

Building Code ValidationPurposeThe Building Code Validation Form (STVBLDG) is used to create, update, and delete buildingcodes, for example, Biology Building, Gymnasium, and Residence Hall. Other forms usethese codes, which describe the various buildings belonging to the institution. You cancreate or update these codes only from this form.Banner form SunGard 2004-2008Page 11Location Management - Housing

Exercise 1An inventory of buildings and rooms is necessary for assigning housing as well asclassrooms. The Building names must first exist in the Building Code Validation Form(STVBLDG).Follow these steps to complete the process.1. Access the Building Code Validation Form (STVBLDG).2. Perform an Insert Record function.3. Define your own building by entering information into the Code and Descriptionfields.Example: JS RH - John Smith’s Residence Hall.4. Enter a value into the VR field, (Voice Response Message code).5. Note that the activity date is automatically populated with today’s date.6. Click the Save icon.7. Click the Exit icon.Exercise 2Create a classroom building for the History department.Follow these steps to complete the process.1. Access the Building Code Validation Form (STVBLDG).8. Perform an Insert Record function.9. Using your initials and your name, enter a code and a building name in the Codeand Description fields.Example: JS HHJohn Smith’s Hall of History.10. Enter a value into the VR field, (Voice Response Message code).11. Note that the activity date is automatically populated with today’s date.12. Click the Save icon. SunGard 2004-2008Page 12Location Management - Housing

13. Click the Exit icon. SunGard 2004-2008Page 13Location Management - Housing

Building/Room Attribute Code ValidationPurposeThe Building/Room Attribute Code Validation Form (STVRDEF) is used to create, update,and delete building and room attribute codes, for example, Auditorium, Music Room,Chemistry Lab, 2 Bedroom, Apartment, and Handicap accessible. You can create andupdate these codes only from this form.Banner form SunGard 2004-2008Page 14Location Management - Housing

StepsFollow these steps to define the Building/Room Attribute Codes.1. Access the Building/Room Attribute Code Validation form (STVRDEF).2. Perform an Insert Record function.3. Using your initials and your name, enter a code and an Attribute Name in the Code andDescription fields. Once a building/room attribute code record has been saved, thecode entered in this field cannot be changed. Once this code has been used in any otherrecord, the building/room attribute code record cannot be deleted.Example: JS HNDJohn Smith’s Handicapped Accessible.4. Select the Auto Schedule checkbox if applicable. Checkbox used to specify whether thisbuilding/room attribute is to be extracted for input into the Schedule25 process whenthe schedule type is assigned to a CRN. This checkbox also controls the operation of theScheduler Number field.5. Note the Scheduler Number field. If the Auto Schedule checkbox is checked, this fieldwill be automatically populated with a unique one-up number, if the Schedule25 Code isnull when the attribute record is saved. Of, if desired, you can enter a unique one-upnumber. If the Auto Schedule checkbox is unchecked, this field will be blank.Use the Resequence option on the Option Menu to resequence the value in theScheduler Number field. This process will overwrite the existing code and replace it insequence starting with a value of 01.6. Note that the Activity Date is automatically populated with today’s date.7. Click the Save icon.8. Click the Exit icon. SunGard 2004-2008Page 15Location Management - Housing

Room and Meal Application Type ValidationPurposeThe Room and Meal Application Type Validation Form (STVARTP) is used to create, update,and delete codes for room and meal application types.The Location Management/Housing module uses this form to validate the room and mealapplication types, for example, Housing Only and Meal Plan Only.Banner formStepsUse the following steps to Define the Room and Meal Application Types.1. Access the Room and Meal Application Type Validation Form (STVARTP).2. Perform an Insert Record function.3. Using your initials and your name, enter a code and an application type in the Code andDescription fields.Example: JS MHJohn Smith’s Meal and Housing Request.4. Select the Room checkbox, indicating that a housing assignment can be made on theRoom Assignment Form (SLARASG).5. Select the Meal checkbox, indicating that a meal assignment can be made on the MealAssignment Form (SLAMASG). SunGard 2004-2008Page 16Location Management - Housing

6. Note that the Activity Date is automatically populated with today’s date.7. Click the Save icon.8. Click the Exit icon. SunGard 2004-2008Page 17Location Management - Housing

Room Status Code ValidationPurposeThe Room Status Code Validation Form (STVRMST) is used to create, update, and deleteroom status codes, and the ability to Inactive a Room for example, Room being repaired.You can create and update these codes only from this form.Banner formStepsUse the following steps to add a Room Status Code.1. Access the Room Status Code Validation Form (STVRMST).2. Perform an Insert Record function.3. Using your initials and your name, enter a code and a Room Status Code in the Codeand Description fields.Example: JS INJohn Smith’s Inactive.Note: Once a room status code record has been saved, the code entered in this fieldcannot be changed. Once this code has been used in any other record, the room statuscode record cannot be deleted.4. Select the Inactive checkbox, indicating that a room assigned this status is inactive.5. Note that the Activity Date is automatically populated with today’s date.6. Click the Save icon. SunGard 2004-2008Page 18Location Management - Housing

7. Click the Exit icon. SunGard 2004-2008Page 19Location Management - Housing

Room Assignment Status Code ValidationPurposeThe Room Assignment Status Code Validation Form (STVASCD) is used to create, update,and delete codes for room assignment statuses. It is used by other forms to validate theroom assignment status codes, for example, Active, Inactive, and Withdrawn. You cancreate or update these codes only from this form.Banner formStepsUse the following steps to set a Room Assignment Status Code.1. Access the Room Assignment Status Code Validation Form (STVASCD).2. Perform an Insert Record function.3. Using your initials and your name, enter a code and a Room Assignment Status Code inthe Code and Description fields.Example: JS ACJohn Smith’s Active Assignment.Note: Once a room assignment status code record has been saved, the code entered inthis field cannot be changed. Once this code has been used in any other record, theroom assignment status code record cannot be deleted.4. Select the Count in Usage checkbox, indicating that this room assignment status willaffect room usage.5. Note that the Activity Date is automatically populated with today’s date. SunGard 2004-2008Page 20Location Management - Housing

6. Click the Save icon.7. Click the Exit icon. SunGard 2004-2008Page 21Location Management - Housing

Room Rate Code ValidationPurposeRoom Rate Code Validation Form (STVRRCD) is used to create, update, and delete roomrate codes, for example, Suite - Term Rate, Single Room - Daily Rate, and Apartment Monthly Rate. Use the checkboxes for Month, Day, or Term to specify how the rate is to beassessed. You can create and update these codes only from this form.Banner formStepsUse the following steps to enter a Room Rate Code.1. Access the Room Rate Code Validation Form (STVRRCD).2. Perform an Insert Record function.3. Using your initials and your name, enter a code and a Room Rate Code in the Code andDescription fields.Example: JS DBLTJohn Smith’s Double Room-Term Rate.Note: Once a room rate code record has been saved, the code entered in this fieldcannot be changed. Once this code has been used in any other record, the room ratecode record cannot be deleted. SunGard 2004-2008Page 22Location Management - Housing

4. Select the Term checkbox, indicating that this room rate will be assessed on a Termbasis.5. Note: If Month or Day checkbox is checked, the rate will be assessed on a Monthly orDaily basis, respectively.6. Note that the Activity Date is automatically populated with today’s date.7. Click the Save icon.8. Click the Exit icon. SunGard 2004-2008Page 23Location Management - Housing

Housing Application Status Code ValidationPurposeHousing Application Status Code Validation Form (STVHAPS) is used to create, update, anddelete housing application status codes, for example, Active Application, InactiveApplication, and Withdrawn Application. The Location Management/Housing module usesthis form to validate housing application statuses. You can create or update these codesonly from this form.Housing applications with a status code with the Inactive checkbox selected cannot beassigned to a room, meal plan or phone.Banner formStepsUse the following steps to create a Housing Application Status Code.1. Access the Housing Application Status Code Validation Form (STVHAPS).2. Perform an Insert Record function.3. Using your initials and your name, enter a code and a Housing Application Status Codein the Code and Description fields.Example: JS INJohn Smith’s Inactive Application.Note: Once a housing application status code record has been saved, the code enteredin this field cannot be changed. Once this code has been used in any other record, thehousing application status code record cannot be deleted. SunGard 2004-2008Page 24Location Management - Housing

4. Select the Inactive checkbox, indicating that this housing application in Inactive, andcannot be assigned to a room, meal plan or phone plan.5. Note that the Activity Date is automatically populated with today’s date.6. Click the Save icon.7. Click the Exit icon. SunGard 2004-2008Page 25Location Management - Housing

Meal Rate Code ValidationPurposeThe Meal Rate Code Validation Form (STVMRCD) is used to create, update, and delete mealrate codes, for example, Breakfast Only, Lunch Only, and Lunch and Dinner Only. Use thecheckboxes for Month, Day, or Term to specify how the rate is to be assessed. You cancreate and update these codes only from this form.Banner formStepsUse the following steps to enter a Room Rate Code.1. Access the Meal Rate Code Validation Form (STVMRCD).2. Perform an Insert Record function.3. Using your initials and your name, enter a code and a Room Rate Code in the Code andDescription fields.Example: JS 10TJohn Smith’s 10 Meals a Week-Term Rate.Note: Once a meal rate code record has been saved, the code entered in this fieldcannot be changed. Once this code has been used in any other record, the meal ratecode record cannot be deleted. SunGard 2004-2008Page 26Location Management - Housing

4. Select the Term checkbox, indicating that this meal rate will be assessed on a Termbasis.Note: If Month or Day checkbox is checked, the rate will be assessed on a Monthly orDaily basis, respectively.5. Note that the Activity Date is automatically populated with today’s date.6. Click the Save icon.7. Click the Exit icon. SunGard 2004-2008Page 27Location Management - Housing

Meal Assignment Status Code ValidationPurposeThe Meal Assignment Status Code Validation Form (STVMSCD) is used to create, update,and delete meal assignment status codes, for example, Active, Inactive, and Withdrawn.When the Prevent Roll checkbox is selected, it will prevent meal assignments with that mealassignment status code from rolling forward via the Assignment Roll Process (SLRROLL).Banner formStepsUse the following steps to create a Meal Assignment Status Code.1. Access the Meal Assignment Status Code Validation Form (STVMSCD).2. Perform an Insert Record function.3. Using your initials and your name, enter a code and a Meal Assignment Status Code inthe Code and Description fields.Example: JS INJohn Smith’s Inactive Assignment.Note: Once a meal assignment status code record has been saved, the code entered inthis field cannot be changed. Once this code has been used in any other record, themeal assignment status code record cannot be deleted.4. Select the Prevent Roll checkbox, indicating that this meal assignment status isInactive, and is not to be rolled forward via the Assignment Roll Process (SLRROLL).5. Note that the Activity Date is automatically populated with today’s date.6. Click the Save icon. SunGard 2004-2008Page 28Location Management - Housing

7. Click the Exit icon. SunGard 2004-2008Page 29Location Management - Housing

Phone Rate Code ValidationPurposeThe Phone Rate Code Validation Form (STVPRCD) is used to create, update, and deletephone rate codes, for example, Private Line - Monthly Rate, Shared Phone - Daily Rate, andPhone Charge - Term Rate. Use the checkboxes for Month, Day, or Term to specify howthe rate is to be assessed. You can create and update these codes only from this form.Banner formStepsUse the following steps to enter a Phone Rate Code.1. Access the Phone Rate Code Validation Form (STVPRCD).2. Perform an Insert Record function.3. Using your initials and your name, enter a code and a Phone Rate Code in the Code andDescription fields.Example: JS PRVTJohn Smith’s Private Line-Term Rate.Note: Once a phone rate code record has been saved, the code entered in this fieldcannot be changed. Once this code has been used in any other record, the phone ratecode record cannot be deleted.4. Select the Term checkbox, indicating that this phone rate will be assessed on a Term SunGard 2004-2008Page 30Location Management - Housing

basis.Note: If Month or Day checkbox is checked, the rate will be assessed on a Monthly orDaily basis, respectively.5. Note that the Activity Date is automatically populated with today’s date.6. Click the Save icon.7. Click the Exit icon. SunGard 2004-2008Page 31Location Management - Housing

Phone Assignment Status Code ValidationPurposeThe Phone Assignment Status Code Validation Form (STVPSCD) is used to create, update,and delete phone assignment status codes, for example, Active, Inactive, and Withdrawn.The Phone Assignment Form (SLAPASG) uses this form to validate the phone assignmentstatus codes. You can create and update these codes only from this form.Banner formStepsUse the following steps to create a Phone Assignment Status Code.1. Access the Phone Assignment Status Code Validation Form (STVPSCD).2. Perform an Insert Record function.3. Using your initials and your name, enter a code and a Meal Assignment Status Code inthe Code and Description fields.Example: JS INJohn Smith’s Inactive Assignment.Note: Once a phone assignment status code record has been saved, the code enteredin this field cannot be changed. Once this code has been used in any other record, thephone assignment status code record cannot be deleted.4. Select the Prevent Roll checkbox, indicating that this phone assignment status isInactive, and is not to be rolled forward via the Assignment Roll Process (SLRROLL).5. Note that the Activity Date is automatically populated with today’s date.6. Click the Save icon. SunGard 2004-2008Page 32Location Management - Housing

7. Click the Exit icon. SunGard 2004-2008Page 33Location Management - Housing

Campus Code ValidationPurposeThe Campus Code Validation Form (STVCAMP) is used to create, update, and delete campuscodes, for example, Main Campus, Downtown Campus, and Foreign Campus. This form isused by other forms to validate the campus codes. You can create or update these codesonly from this form. The District field is validated against the District/Division CodeValidation Form (GTVDICD).Banner formStepsUse the following steps to create a Campus Code.1. Access the Campus Code Validation Form (STVCAMP).2. Perform an Insert Record function.3. Using your initials and your name, enter a code and a Campus Code in the Code andDescription fields.Example: JSMJohn Smith’s Main.Note: Once a campus code record has been saved, the code entered in this field cannotbe changed. Once this code has been used in any other record, the campus code record SunGard 2004-2008Page 34Location Management - Housing

cannot be deleted.4. Select the District drop down arrow, opening the Search window for this field toaccess the District/Division Code Validation (GTVDICD) list.5. Select the District Code, then click on OK.6. Note that the Activity Date is automatically populated with today’s date.7. Click the Save icon.8. Click the Exit icon. SunGard 2004-2008Page 35Location Management - Housing

County Code ValidationPurposeThe County Code Validation Form (STVCNTY) is used to create, update, and delete countycodes, for example, Delaware, Montgomery, and Luzerne. This form is used by forms inseveral modules to validate the county codes. These codes can be created or updated onlyfrom this form.Banner formStepsUse the following steps to create a County Code.1. Access the County Code Validation Form (STVCNTY).2. Perform an Insert Record function. SunGard 2004-2008Page 36Location Management - Housing

3. Using your initials and your name, enter a code and a County Code in the Code andDescription fields.Example: JSMJohn Smith’s Montgomery.Note: Once a county code record has been saved, the code entered in this field cannotbe changed. Once this code has been used in any other record, the county code recordcannot be dele

Banner Student . Location Management - Housing. Training Workbook. Release 8.0 - April 2008. Updated 4/16/2008. . This document is proprietary and confidential info rmation of SunGard Higher Education Inc. and is not to be copied, reproduced, lent, displayed or distributed, nor used for any purpose other .