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Feedback on this form? Please contact the PM: Carrie Otto

Direct deposit set-up improvement

Campus Solutions 9.2 Upgrade Project

Phase II: Major Milestone Report

This initiative is now complete. The main project objective was to ensure students fully complete direct deposit enrollment. Great work to the teams involved in this initiative. Below is a summary of the work completed:

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  • A new Campus Solutions FLUID page was introduced to users signing up for direct deposit or changing direct deposit bank information.
  • The process moves from requiring two steps to one step on the new page. Many students didn't realized there were two steps. This was a pain point for the student because they believed they had completed setup and then did not actually receive their funds electronically. This also generated more traffic to One Stop.
  • Language is simplified on the new page.
  • Students must fully complete the fields and agree to the terms before they are allowed to 'Submit' on the new page.
  • This impacts all 5 campuses
  • A revised How to Guide is now live on the One Stop website for students.
  • Screen print of new FLUID page:

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Campus Solutions 9.2 Upgrade Project

Phase II: Functional Upgrade Status Dashboard

Feedback on this form?

Please contact the PM: Carrie Otto

Status Summary:

  • The technical development is now complete and in PRD for:
    • Direct Deposit Set-up Improvements
    • Escheatment Compliance
  • Functional requirements are now submitted for all but two Phase II initiatives. This will allow technical analysis to be completed so that deployments can be more accurately scheduled.

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Project Documentation:

Project Website

Project Folder

Functional Upgrade Overview as of 8/10/17

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- Shifting deployment timelines.

- All 7 OIT PFM/FD have been submitted.

- Finalizing FD for reporting requests

- Development has begun.

- Deployment date will be moving to accommodate the business cycle.

- Project complete.

- Technical development now in PRD.

- Finalizing queries, communications and procedural documentation

- Finalizing requirements

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- Met w/ Usability team to plan usability for the month of March ‘18.

- Testing for Functional Design 1 starting 12/27/17.

- Working through analysis of functional area tables for auto-merge and finalizing business requirements for communications.

- Revising requirements

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- The communications analysis document is being drafted.

- The functional design has been submitted related to syncing emails to MyU notifications.

- Functional designs now submitted to OIT.

- Met w/ Usability team to plan usability for the month of March ‘18.

- Items reprioritized after receiving time estimates from developers.

- FDs submitted to OIT.

- Jenni and Helen to meet with Directors of EA centers to give updates on project status.

- Submitted Functional Designs to OIT

- Confirmed with HR that they want faculty/staff included in Fluid implementation.

Evaluation of Delivered App Tracker

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- 157 spring-only students were batch packaged from the desktop w/ new process.

- Working on a date to add spring only to the official batch when all campuses are ready.

- Functional designs submitted to OIT.

- Working on rights and responsibilities of the UTFL Loans to mirror the Health Profession Loans.

- Working on documenting this year's process.

- Tax management office reviewing Item Type questions. Twin Cities is reviewing item type list.

- Contractor provided a basic demo

- TC Admissions staff will create a more robust demo for all campuses

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Key Decisions (DC):

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