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<ul><li><p>Banner Recruiting and AdmissionsPerformance</p><p>Handbook</p><p>Release 1.3</p><p>June 2013</p></li><li><p>Banner, Colleague, PowerCAMPUS, Luminis and Datatel are trademarks of Ellucian or its affiliates and are registered in the U.S. and other countries. Ellucian, Advance, DegreeWorks, fsaATLAS, Course Signals, SmartCall, Recruiter, MOX, ILP, and WCMS are trademarks of Ellucian or its affiliates. Other names may be trademarks of their respective owners.</p><p>2008-2013 Ellucian. All rights reserved. The unauthorized possession, use, reproduction, distribution, display or disclosure of this material or the information contained herein is prohibited.</p><p>Contains confidential and proprietary information of Ellucian and its subsidiaries. Use of these materials is limited to Ellucian licensees, and is subject to the terms and conditions of one or more written license agreements between Ellucian and the licensee in question.</p><p>In preparing and providing this publication, Ellucian is not rendering legal, accounting, or other similar professional services. Ellucian makes no claims that an institution's use of this publication or the software for which it is provided will guarantee compliance with applicable federal or state laws, rules, or regulations. Each organization should seek legal, accounting and other similar professional services from competent providers of the organizations own choosing.</p><p>Prepared by: Ellucian4375 Fair Lakes CourtFairfax, Virginia 22033United States of America</p><p>Revision History</p><p>Publication Date SummaryJune 2013 New version that supports Banner Recruiting and Admissions Performance 1.3 software. </p></li><li><p>Banner Recruiting and Admissions Performance 1.3HandbookContents</p><p>Chapter 1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1</p><p>Banner Enrollment Management . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2</p><p>Banner Enterprise Data Warehouse . . . . . . . . . . . . . . . . . . . . . . . . . 1-2</p><p>Administrative User Interface component . . . . . . . . . . . . . . . . . . . . . 1-3</p><p>Cognos components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3</p><p>Cognos reporting applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4</p><p>Document organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4</p><p>Related documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5</p><p>RAP related documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5</p><p>Warehouse related documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6</p><p>Chapter 2 Business Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1</p><p>Base business concept. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1</p><p>Snapshot business concept . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2</p><p>Business concepts for Banner Recruiting and Admissions Performance . . 2-2</p><p>PM Analyze Enrollment Funnel business concept . . . . . . . . . . . . . . . . 2-4</p><p>Admissions Cycle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5</p><p>PM Analyze Enrollment Funnel data elements . . . . . . . . . . . . . . . . . . . . 2-5June 2013 Banner Recruiting and Admissions Performance 1.3 iiiHandbookContents</p><p>Snapshot - Analyze Enrollment Funnel business concept . . . . . . . . . . . 2-18</p><p>PM Impact Of Aid On New Enrollment. . . . . . . . . . . . . . . . . . . . . . . . 2-19</p><p>Populations included in PM Impact of Aid on New Enrollment Business Concept 2-20Single Admissions Record Filters (Academic Period and Aid Year) . . . . . . . 2-20</p></li><li><p>PM Impact of Aid on New Enrollment Data Elements . . . . . . . . . . . . . . . . 2-21Snapshot PM Impact Of Aid On New Enrollment . . . . . . . . . . . . . . . . 2-33</p><p>PM Manage Applicants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-34</p><p>Admissions Cycle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-35</p><p>Populations included in PM Manage Applicant Business Concept . . . . . . . . . 2-36</p><p>PM Manage Applicants Data Elements. . . . . . . . . . . . . . . . . . . . . . . . . 2-36</p><p>Snapshot PM Manage Applicants . . . . . . . . . . . . . . . . . . . . . . . . . 2-45</p><p>Chapter 3 Set Up Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1</p><p>Related documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2</p><p>Banner Enterprise Data Warehouse User Guide . . . . . . . . . . . . . . . . . . . 3-2</p><p>FAQs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2</p><p>Confirm Data Assumptions Match Source Environments . . . . . . . . . . . . 3-2</p><p>Address Preferred . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2</p><p>Application Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2</p><p>Banner Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3</p><p>BRM Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3</p><p>BRM Funnel State definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3</p><p>Counts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3</p><p>Enrolled Headcount. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4</p><p>Financial Aid Year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4</p><p>Geographic Region . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4</p><p>GPA. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4</p><p>Headcounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4</p><p>Indicators. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4</p><p>Postal - Admit attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4</p><p>Primary Curriculum Only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5</p><p>Record Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5</p><p>Test Score . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5</p><p>Total Count. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5</p><p>Traditional Ind . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5iv Banner Recruiting and Admissions Performance 1.3 June 2013HandbookContents </p></li><li><p>Define EDW Extract Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6Set up Parameter Maps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9</p><p>Set Up Funnel Status parameter map . . . . . . . . . . . . . . . . . . . . . . . . 3-12</p><p>Define Funnel Status parameter map values . . . . . . . . . . . . . . . . . . . . . 3-12</p><p>Customize Funnel States in BRM and Funnel Statuses in RAP . . . . . . . . . . . 3-13No Changes - Use BRM Funnel States as delivered . . . . . . . . . . . . . . . . 3-14Add a new BRM Funnel State and RAP Funnel Status . . . . . . . . . . . . . . . 3-14Change RAP Funnel Status to match a changed BRM Funnel State . . . . . . . 3-15</p><p>Recreate customized FUNNEL STATUS parameter map records created before RAP 1.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21</p><p>Set Up Funnel Status Goals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-22</p><p>Set up additional custom goals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-24</p><p>Set Test Type in Funnel by Quality Summary report . . . . . . . . . . . . . . . 3-25</p><p>Chapter 4 Dashboards and Performance Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1</p><p>Dashboard overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2</p><p>RAP dashboards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2</p><p>Shared Prompts dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4</p><p>Shared Prompts dashboard components . . . . . . . . . . . . . . . . . . . . . . . 4-4</p><p>Analyze Admissions Trends dashboard . . . . . . . . . . . . . . . . . . . . . . . . 4-7Analyze Admissions Trends dashboard - Current Status page . . . . . . . . . . 4-9Analyze Admissions Trends dashboard - Comparison page. . . . . . . . . . . . 4-10Analyze Admissions Trends dashboard - Composition page . . . . . . . . . . . 4-11</p><p>Analyze Enrollment Funnel Trends dashboard . . . . . . . . . . . . . . . . . . . . 4-12Analyze Enrollment Funnel Trends dashboard - Current Status page . . . . . . 4-13Analyze Enrollment Funnel Trends dashboard - Comparison page. . . . . . . . 4-14Analyze Enrollment Funnel Trends dashboard - Composition page . . . . . . . 4-15</p><p>Standard Portlet dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16</p><p>Standard Portlet dashboard components . . . . . . . . . . . . . . . . . . . . . . . 4-16</p><p>Director of Admissions dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-18</p><p>Director of Financial Aid dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . 4-19</p><p>Recruiter dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-20</p><p>Vice President of Enrollment dashboard . . . . . . . . . . . . . . . . . . . . . . . . 4-21June 2013 Banner Recruiting and Admissions Performance 1.3 vHandbookContents</p></li><li><p>Configure a dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-22Change performance chart displayed in a dashboard . . . . . . . . . . . . . . . . 4-22</p><p>Set portlet properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-24</p><p>Set default values for a Shared Prompt or performance chart portlet . . . . . . . 4-27</p><p>Dashboard templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-29</p><p>Back up dashboards and performance charts . . . . . . . . . . . . . . . . . . . . . 4-30</p><p>Create a Shared Prompts dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . 4-30</p><p>Change a Standard Portlet dashboard . . . . . . . . . . . . . . . . . . . . . . . 4-38</p><p>Working in Cognos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-39</p><p>Reorder items in a folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-40</p><p>Open a dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-41</p><p>Create a dashboard portal tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-41</p><p>Delete a dashboard tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-43</p><p>Change dashboard reports list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-43</p><p>Change help links on a dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-44</p><p>Performance charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-45</p><p>Analyze Enrollment Funnel performance charts. . . . . . . . . . . . . . . . . . . . 4-46Academic Period To-Date Total Funnel Tracking . . . . . . . . . . . . . . . . . . 4-49Campaign Tracking by Current Funnel . . . . . . . . . . . . . . . . . . . . . . . . 4-55Current Funnel Aging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-64Current Funnel Count. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-67Funnel Composition by Diversity . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-74Funnel Count by Initial Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-83Funnel Geographic Distribution . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-90Funnel Performance by Initial Status . . . . . . . . . . . . . . . . . . . . . . . . . 4-98Funnel Performance Trend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-105Total Funnel Count . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-110Total Funnel Count Trend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-117Total Funnel Entry Date Range Trend . . . . . . . . . . . . . . . . ....</p></li></ul>