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Veteran Certification: Our Approach & an Open Discussion Holiday Inn ~ Electronics Pkwy ~ Syracuse, NY

Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

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Page 1: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Veteran Certification: Our Approach &

an Open Discussion

Holiday Inn ~ Electronics Pkwy ~ Syracuse, NY

Page 2: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Veteran Certification: Our Approach & an Open Discussion

This presentation will be an overview of how SUNY Adirondack’s School Certifying Officials (SCO) are using Banner and Argos to track veterans’ course load changes and using it to report the data in VAOnce. Following the presentation will be an open discussion to see how other schools may be handling Veterans’ reporting requirements.

Presenter: Sara McKay Director, Accessibility Services SUNY Adirondack Queensbury, NY

Page 3: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Certifying Veterans: Banner INB & VA Once

Page 4: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Step One: Veteran Submits Required

Paperwork

Page 5: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Certifying Veterans: Request Form Request for Certification of VA Education Benefits (Req.)

Page 6: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Certifying Veterans: Request Form Request for Degree Audit/CAPP Report (Req.)

Page 7: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Step Two: ARGOS Report Used to Verify Degree Audit/Gather Financial

Information for Certification

Page 8: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Veteran Enrollment Certification: ARGOS Dashboard

(or via another SQL Based Reporting Tool)

Page 9: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Dashboard: Veteran Student Certs Term Selection

Bring up Student by Banner ID…

…or by Name

Confirm Student in drop-down

Vet Cert Status Appears on Selected Student

Page 10: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Dashboard: Veteran Student Certs Click Run Query button to view additional data

Page 11: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Dashboard: Veteran Student Certs

Student data will appear

Page 12: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Dashboard: Veteran Student Certs Scroll Down the Dashboard to View…

Student Schedule Data

Part of Term Breakdown

Drops & Withdrawals

Refunds on Student’s Account

Page 13: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Dashboard: Veteran Student Certs Scroll Down the Dashboard to View…

Registration Activity Log (BASE records from SFASTCA)

Veteran Certifications Log (from Veteran tab of SGASTDN)

Includes the Supplemental Data Engine data

Page 14: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Step Three: VA Once Certification

Page 15: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Certifying Veterans: VA Once

Page 16: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Certifying Veterans: VA Once

Page 17: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Step Four: Certification Information

Entered Into Banner (SGASTDN) for Future

Tracking

Page 18: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Certifying Veterans: Banner INB SGASTDN

Page 19: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Certifying Veterans: Banner INB SGASTDN

Use Supplemental Data Engine to add custom field

Enter data here

Page 20: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Step Five: Additional Tools and Reports for Tracking Veteran

Certifications

Page 21: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Other Tools: Certified Vet Lists Term Selection

Optional Filter Parameters

Run Query button to generate list of certified veteran students in view below

View displays list of students based on filters applied and includes all contact info (mail, phone, email) and other student info (cert info, credits, program, etc.)

Page 22: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Other Tools: Vets to Be Certified Term Selection

Options to Exclude Chapter 9 (no benefits) and Only Show Reg Credit vs. Cert Credit Discrepancies

View displays list of students based on filters applied and includes registered and certified credit details

Run Query

Page 23: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Other Tools: Vets & Cert Status Term Selection

Registration Activity Date Selection – used to look for any kind of registration activity to flag veteran as needing certification check (in case any details changed)

View displays veterans in need of initial certification, in need of re-certification, or in need of a check on certification information

Run Query

Remove Check to See All Vets & Status

Page 24: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Other Tools: Vets To Certify or Check Rpt Uses Term

Selection from the Certified Vets & Rpts tab

Page 25: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Other Tools: Vets To Certify or Check Rpt

Page 26: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Other Tools: Vets To Certify or Check Rpt Certification Statuses that could appear on the report include:

NEEDS TERM CERTIFICATION Veteran student is registered; no certification record for current term

NEEDS TERM RE-CERTIFICATION SGASTDN certified credits does not equal number of credits in which veteran is currently registered

NEEDS TERM RE-CERTIFICATION, STUDENT NO LONGER REGISTERED Veteran student is certified and no longer has any registered credits in current term

REGISTRATION ACTIVITY HAS OCCURRED SINCE [Date] - CHECK CERT INFO

Veteran student’s certified credits still equals registered credits; but registration activity has occurred since the selected date (set to 1 week prior for scheduled report); indicates student certification info should be checked in case or changes in registration among Parts of Term, Remedial credits, or Online credits (would require updates to VA Once)

UNKNOWN - CHECK CERT INFO May appear if there is a scenario missed in the certification message coding

Page 27: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Technical: Overview of Supporting

Veteran Certification Code

Page 28: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Technical: Dashboard Certification Message

Page 29: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Technical: Dashboard Certification MessagIn the form of a SQL Case Statement: (actual SQL code provided upon request in supporting document)

WHEN LAST_VET_CERT_TERM IS NULL THEN 'STUDENT HAS NEVER BEEN CERTIFIED AS A VET - CLICK RUN QUERY FOR MORE DATA‘

WHEN LAST_VET_CERT_TERM IS NOT NULL AND LAST_VET_CERT_TERM <> [Current Term]

THEN 'STUDENT HAS NOT BEEN CERTIFIED FOR SELECTED TERM - CLICK RUN QUERY FOR MORE DATA‘

WHEN LAST_VET_CERT_TERM IS NOT NULL AND LAST_VET_CERT_TERM = [Current Term]

THEN 'STUDENT HAS BEEN CERTIFIED FOR SELECTED TERM - CLICK RUN QUERY FOR MORE DATA‘

ELSE 'ERROR’ Just in case scenario missing…to handle anything else and flag an issue

Page 30: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Technical: Student Data Summary

Page 31: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Technical: Student Data Summary Set up a SQL Variable in our reporting tool, ARGOS

Each field seen on the Dashboard set to ‘Data Aware’ and can reference the SQL variable to display the result based on the selected student

Actual SQL code available upon request in supporting document Design view shown below:

Page 32: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Technical: View/Rpt Certification Message In the form of a SQL Case Statement: (actual SQL code provided upon request in supporting document)

WHEN LAST_CERT_VET_CODE = '9' AND LAST_CERT_TERM = [Current Term]

THEN 'DO NOT CERTIFY - NO VETERAN BENEFITS‘

WHEN (CURR_TERM_TOTAL_CREDITS IS NULL OR CURR_TERM_TOTAL_CREDITS = 0) AND (CURR_TERM_CERT_HRS IS NULL OR CURR_TERM_CERT_HRS = 0)

THEN 'CERTIFICATION NOT NEEDED - STUDENT NOT REGISTERED‘

WHEN CURR_TERM_TOTAL_CREDITS > 0 AND CURR_TERM_CERT_HRS IS NULL

THEN '1 - NEEDS TERM CERTIFICATION‘

WHEN CURR_TERM_CERT_HRS >= 0 AND CURR_TERM_TOTAL_CREDITS <> CURR_TERM_CERT_HRS

THEN '2 - NEEDS TERM RE-CERTIFICATION'

Page 33: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Technical: View/Rpt Certification Message In the form of a SQL Case Statement: (actual SQL code provided upon request in supporting document)

WHEN ((CURR_TERM_TOTAL_CREDITS IS NULL OR CURR_TERM_TOTAL_CREDITS = 0) AND CURR_TERM_CERT_HRS > 0)

THEN '2 - NEEDS TERM RE-CERTIFICATION, STUDENT NO LONGER REGISTERED‘

WHEN (CURR_TERM_TOTAL_CREDITS = CURR_TERM_CERT_HRS AND TRUNC(LAST_REG_ACTIVITY_DATE) >= [Selected Date])

THEN '3 - REGISTRATION ACTIVITY HAS OCCURRED SINCE ' || [Selected Date] || ' - CHECK CERT INFO‘

WHEN (CURR_TERM_TOTAL_CREDITS = CURR_TERM_CERT_HRS AND TRUNC(LAST_REG_ACTIVITY_DATE) < [Selected Date]))

THEN 'CERTIFIED, NO REGISTRATION ACTIVITY FOUND SINCE ' || [Selected Date]

ELSE 'UNKNOWN - CHECK CERT INFO‘

Page 34: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Technical: Report Filters The Vets to Certify or Check Report is written to only return those records where certification, recertification, or a check of certification data is necessary. To pull this population of students, the SQL for the report filters are as follows:

Filter 1: To Select All Veteran Students (previously certified for current term) Who Have Recent Registration Activity (Within the Last Week) WHERE… ( PIDM IN ( SELECT R.SFRSTCA_PIDM FROM SFRSTCA R WHERE R.SFRSTCA_TERM_CODE = [Current Term] AND TRUNC(R.SFRSTCA_RSTS_DATE) >= [Selected Date] )

Page 35: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Technical: Report Filters The Vets to Certify or Check Report is written to only return those records where certification, recertification, or a check of certification data is necessary. To pull this population of students, the SQL for the report filters are as follows:

Filter 2: To Select All Veteran Students Who Have Been Certified in the Current Term, But Have Since Made Registration Changes or Have Dropped All Credits OR… PIDM IN ( SELECT C.SGRVETN_PIDM FROM SGRVETN C WHERE C.SGRVETN_TERM_CODE_VA = [Current Term] AND C.SGRVETN_CERT_HOURS <> CURR_TERM_TOTAL_CREDITS )

Page 36: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Technical: Report Filters The Vets to Certify or Check Report is written to only return those records where certification, recertification, or a check of certification data is necessary. To pull this population of students, the SQL for the report filters are as follows:

Filter 3: To Select All Veteran Students Who Need Initial Certification for the Current Term (First Time Certification for Current Term, Not First Time Certification in Any Term) OR… (LAST_CERT_TERM < [Current Term] AND CURR_TERM_TOTAL_CREDITS > 0) )

Page 37: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Technical: Report Filters The Vets to Certify or Check Report is written to only return those records where certification, recertification, or a check of certification data is necessary. To pull this population of students, the SQL for the report filters are as follows:

Filter 4: To Exclude Any Veteran Students Who Was Last Certified As Chapter 9 (No Benefits) AND… LAST_CERT_VET_CODE <> '9'

Page 38: Veteran Certification: Our Approach & an Open Discussion · Veteran Certification: Our Approach & an Open Discussion This presentation will be an overview of how SUNY Adirondack’s

Technical: Dashboard, Views & Report SQL Coding

All SQL coding for the ARGOS Dashboard, ARGOS views and the reports are available upon request by contacting:

Angela M. Spackmann Banner Functional Support Specialist

[email protected]