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1 1 S R C U G W A C O, T X

2 2 S R C U G am 1:30pm Day 1 Tuesday, June 12, 2018 Colleague Self-Service: Installation and Administration Workshop: Abel De La Garza Texas State Technical College Location: TBD 3801 Campus Drive Waco, Texas :30pm - 5:00pm Texas State Reporting Meeting at Texas State Technical College Culinary Arts & Food Service 3801 Campus Drive Waco, Texas ** AGENDA ** 1:30 pm Welcome and Introductions 1:35 pm Ellucian presentation Rebecca Stephenson 2:15 pm ST Reporting group Brett Goldman 2:15 pm HR Reporting group discussion - Client-Led 3:30 pm ST Reporting group discussion Client-Led 3:30 pm HR Reporting group Brett Goldman 4:30 pm Wrap up / Final Thoughts Brett Goldman 5:30pm - 8:00pm Welcome Reception Texas State Technical College Culinary Arts & Food Service 3801 Campus Drive - Waco, Texas 76705

3 3 S R C U G :00am-12:00pm 8:00am-8:45am 8:45am-9:00am 9:00am-9:45am 9:45am-10:45am 10:45am-11:00am 11:00am - 11:45am 11:45am-12:00pm 11:45am-5:00pm Day 2 Wednesday, June 13, 2018 Check In McLennan Community College Ball Performing Arts Center 1400 College Drive Waco, Texas Breakfast McLennan Ball Performing Arts Center Welcome Mike Searight McLennan Community College Ball Performing Arts Center Keynote Joe Roof - National Student Clearinghouse Ball Performing Arts Center Ferrilli & Odessa College SQL Migration - Lessons Learned Ball Performing Arts Center Refreshment Break Ball Performing Arts Center Opening Session Colleague Overview and Roadmap Tracy Williams Ball Performing Arts Center Break VENDOR AREA OPEN Michaelis Academic Center 1 st Floor Commons Day 2 Wednesday, June 13, :00pm-1:30pm ROUNDTABLE LUNCH Michaelis Academic Center (MAC) Room # MAC 108 MAC 110 MAC 111 MAC 235 MAC 236 Self-Service IT BI / Reporting Financial AID Finance 12:00pm 1:30pm Self-Service Rita Jacinto & Holly Surginer Colleague Information David Stinnett Texas State Reporting SRCUG Member-LED Financial Aid James Kubacak AR/CR Kevin L. Shipp

4 4 S R C U G Day 2 Wednesday, June 13, 2018 Room # MAC 108 MAC 110 MAC 111 MAC 235 MAC 236 Student System IT Ethos Platform Application BI / Reporting 1:40pm - 2:40pm What s New with Colleague Student: Brett Goldman SQL Migration - The good, the bad, and the ugly: Shawn Shreves (Odessa College) The Connected Campus using the Ellucian Ethos Platform: Chris Fontenot Beyond Imaging: The Next Generation of Paperless: Softdocs Upgrading to SQL Server Reporting Services 2017: Bryan Gregory, Shane Haley Room # MAC 108 MAC 110 MAC 111 MAC 235 MAC 236 HR / Payroll IT Ethos Platform Application Self-Service 2:50pm 3:50pm What s New with Colleague Human Resources: Brett Goldman Colleague TAM Abel De La Garza Ellucian Ethos Workflow Powered by Ethos: Chris Fontenot Making the Most of Your Help Students Complete Clearinghouse Services: On Time with Colleague Joe Roof, Julie Esau Student Planning: Debbie Smith Room # MAC 108 MAC 110 MAC 111 MAC 235 MAC 236 4:00pm 5:00pm Teacher Retirement System: HR / Payroll Financial Aid Ethos Platform Application Ashley Conrad Import ISIRS While The Connected You Sleep: Campus using the Ellucian Ethos April Falkner Platform: Chris Fontenot TABLEAU Data Prep Solutions (NEW) Tableau BI / Reporting Texas ST Reporting Tips and Tricks Brett Goldman 5:30pm - 8:30pm EVENING RECEPTION NETWORKING DINNER Sponsored by Ferrilli Baylor Club 1001 South M.L.K. Jr Blvd Waco, Texas *** Shuttle Service from MCC to Baylor Club available ***

5 5 S R C U G Day 3 Thursday, June 14, :15am-9:15am Networking Breakfast Michaelis Academic Center 9:00am-11:30am VENDOR AREA OPEN Upper Lobby 212 Main Area Room # MAC 108 MAC 110 MAC 111 MAC 235 MAC 236 Application IT BI / Reporting Student System Self-Service 8:15am-9:15am Document/Content Management Rita Jacinto SQL Migration Shawn Shreves Texas ST Reporting Tips and Tricks Brett Goldman SPEEDE problems and solutions Don Hurst Self-Service Holly Surginer Room # MAC 108 MAC 110 MAC 111 MAC 235 MAC 236 9:25am-10:25am Ethos Platform IT BI / Reporting Application Ellucian Ethos Workflow Powered by Ethos: Chris Fontenot How to Automate Management of Colleague Record Locks: Bryan Gregory, Shane Haley Informer 5: Modern Data Exploration and Analytics for Ellucian Software Document/Content Management - Hyland Perceptive Self-Service Graduation Self-Service Holly Surginer Room # MAC 108 MAC 110 MAC 111 MAC 235 MAC :35am-11:35am Application TouchNet IT Using Colleague SDK for Custom Solutions Application Zogotech Application Financial Aid Document/Content Automating Management - Hyland Verification to Improve OnBase Student Service Sandi Jones & Global Financial Aid Services 11:45am-1:30pm SRCUG BOARD MEETING Michaelis Academic Center Room 111 (BOX LUNCHES)

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10 12 S R C U G W A C O, T X CONSTITUTION Southern Regional Datatel Users Group ARTICLE I Name The name of this organization shall be the Southern Regional Datatel Users Group (SRDUG) hereinafter referred to as the Association. ARTICLE II Scope and Purpose Section 1. This shall be a professional educational association, voluntary and non profit, of cooperating collegiate level institutions utilizing Datatel software products and services. Section 2. The general purpose of the Association shall be to advance technology use in support of higher education in the Southern region consisting of the states of Arkansas, Louisiana, New Mexico, Oklahoma, and Texas. The specific purpose shall be to advance professionally the work and expertise of technical and functional users of Datatel products and services. Section 3. Any activity appropriate to the purposes set forth in Section 2 may be undertaken by the Association; activities specifically included are the following: a. To hold an annual meeting for the professional improvement of the membership and for conducting Association business; b. To encourage, conduct, and cooperate in shared activities which benefit the implementation and customization of the various Datatel products and services; c. To conduct workshops or seminars for the development of user expertise in Datatel software applications. ARTICLE III Membership Section 1. Institutional Membership. Active membership is institutional and shall be open to institutions of higher education and technical schools within the Southern region which are current users of Datatel products and services. a. Eligibility of other educational institutions shall be determined by approval from the Executive Committee of the Association and Datatel.

11 13 S R C U G W A C O, T X b. Institutions of complex organization with multiple campuses or colleges may hold an institutional membership for each separately organized unit. c. The members will elect officers who, constituting the Executive Committee shall conduct all Association business assigned to them. Section 2. Voting. There will be one vote per institutional member. ARTICLE IV Committees Section 1. The Executive Committee is responsible for conducting the business of the Association. The Executive Committee shall be composed of officers elected by the Association. The Executive Committee shall have those duties specifically assigned in the Constitution and any other assigned by the Executive Chairperson. a. Officers of the Executive Committee of the Association shall be only employees of institutional members elected by the Association membership. Elected Executive Committee officers shall serve a one year term and may be re elected by the Association membership. Executive Committee officers shall include the following and shall perform these duties: 1. Executive Chairperson. The Executive Chairperson shall serve as the Chair of the Executive Committee and conduct the annual business meeting. The Executive Chairperson may assign or delegate duties but shall be responsible for all activities within the Association and serve as the Chair of the Conference Steering Committee for coordinating the programs and arrangements for the next annual meeting. The Executive Chairperson shall serve as the Association s liaison to Datatel and to the national Datatel users group. The Executive Chairperson shall appoint Association members to serve on the Conference Steering Committee as coordinators for specific conference activities. 2. Executive Vice Chairperson. The Executive Vice Chairperson shall serve as the Executive Chairperson in the event the Executive Chairperson is unable to perform their duties as outlined in Article IV, section 3(a) and shall serve as a standing member of the Conference Steering Committee. 3. Secretary/Treasurer. The Secretary/Treasurer shall maintain the membership roster, maintain all official records of the Association, maintain minutes of the annual business meeting and of any Conference committee meetings, maintain the constitution of the Association, complete correspondence on behalf of the Executive Committee and the Conference Steering Committee, handle the financial activities of the Association, make a complete financial report to be presented at the annual business meeting, serve as a standing member of the Conference Steering Committee, and perform other assignments as required by the Executive Chairperson.

12 14 S R C U G W A C O, T X b. Newly elected officers of the Executive Committee shall take office at the conclusion of the annual conference at which they are elected. In the event of a subsequent vacancy in the offices of Executive Chairperson, Executive Vice Chairperson and Secretary/Treasurer, the remaining officers of the Executive Committee shall appoint a replacement. Section 2. The Conference Steering Committee is responsible for planning and conducting the annual conference of the Association. The Conference Steering Committee shall be composed of the Executive Committee members elected by the Association and by those members appointed to the Conference Steering Committee by the Executive Chairperson. The Conference Steering Committee shall have those duties specifically assigned in the Constitution and any other assigned by the Executive Chairperson. Members of the Conference Steering Committee shall serve a one year term and may be reappointed upon recommendation of the Executive Chairperson and acceptance by the member. a. Standing members of the Conference Steering Committee include the Executive Chairperson who shall serve as Chairman of the Conference Steering Committee, the Executive Vice Chairperson and the Secretary/Treasurer. b. The Executive Chairperson shall appoint members of the Association to the Conference Steering Committee to be responsible for coordination of activities pertaining to the annual conference. The coordinators appointed to the Conference Steering Committee include, but are not limited to the following positions: Session Coordinator. The Session Coordinator shall petition the membership to present sessions at the annual conference, coordinate with Datatel on sessions provided by Datatel, and exhibitors/vendors. The Coordinator shall publish the session schedule for the annual conference in coordination with the Association s web site coordinator. Exhibitor/Vendor Coordinator. The Exhibitor/Vendor Coordinator shall contact appropriate vendors and exhibitors to attend the annual conference, coordinate with the Registration Coordinator to collect vendor fees as set by the Conference Steering Committee and be the liaison between the vendors with the hotel and Conference Steering Committee. Media Coordinator. The Media Coordinator will work with the Session and Exhibitor/Vendor coordinators to insure that all equipment and connectivity necessary for each session and vendor booth is available and working properly. Registration Coordinator. The Registration Coordinator will set up and maintain an electronic site for the collection and recording of all registrants for the annual conference. A paper/manual process will also be made available. The Registration Coordinator will work with the Secretary/Treasurer to ensure all registration funds are properly collected and dispersed. Section 3. Other committees to assist in the Association activities, as deemed necessary or desirable, shall be established (or may be discontinued) by the Executive Chairperson with the approval of the Executive Committee. Appointment to committees is limited to the active members of SRDUG.

13 15 S R C U G W A C O, T X Section 4. The Executive Committee will appoint an Association member to serve as the Association Web Site Coordinator who will maintain the Association s web site with information pertinent to the Association s activities and business such as: a. Contact information for Association Committees; b. Minutes and reports from annual Association business meetings as available; c. All information relating to conference information, registration, sessions, etc.; and d. Any other information necessary to conduct the Association s activities. ARTICLE V Meeting Section 1. There shall be an annual meeting of the Association, the precise date and location to be set by the Executive Committee. The Executive Committee shall have the authority in case of emergency, to advance, to postpone, or to omit the annual meeting; in such case the time between two consecutive meetings of the Association shall be counted as one year of administration. In the event that an annual meeting is postponed or omitted in case of emergency, the Executive Committee has the authority to conduct Association business by mail or electronic media. The same voting requirements outlined in Article V, Section2 will apply. The Conference Steering Committee shall set a registration fee for the annual meeting, to be paid by each active member and affiliate in attendance at the meeting. Section 2. Association business shall be conducted at the annual meeting by the voting delegates present. The adoption of any proposed amendment to the Constitution or Bylaws shall require a two thirds majority of the votes cast if notice has been circulated to the active members and voting delegates at least one month in advance, or a four fifths majority of the votes cast if less than a month or no advance notice has been given. Except for amendments, decisions shall be by a majority of the votes cast. a. Official business to be conducted at the annual meeting shall include, but not be limited to the following: 1. Election of Executive Committee officers; 2. Reports from the Executive Committee officers, with such action as may be appropriate including adoptions of resolutions and annual budget discussions; 3. Action on any proposed amendments to the Constitution. b. Normally, due notice shall have been given in advance on any substantive matter which is to be voted on at the annual meeting. Section 3. Meetings of the Conference Steering Committee shall be called by the Executive Chairperson as needed or by the Executive Vice Chairperson if the Chairperson is unable to do so.

14 16 S R C U G W A C O, T X Decisions within the Conference Steering Committee shall be made by a majority vote of the members present and voting. ARTICLE VI Elections Section 1. Association Executive Committee officers shall be elected in the business session held during the annual meeting. A slate of nominees shall be made available to the members by the Conference Steering Committee at least twenty four (24) hours prior to the election of officers. Additional nominations may be made from the floor at the business meeting providing that prior consent of the nominee has been obtained. Section 2. A majority of the votes cast by the designated member institutions representative shall be required to elect an individual to the Association s Executive Committee. ARTICLE VII Dissolution Section 1. This Association is organized exclusively for charitable and educational purposes within the meaning of section 501(c)(3) of the Internal Revenue Code. Section 2. Notwithstanding any other provision of the constitution, the Association shall not carry on any other activities not permitted to be carried on (a) by an association exempt from Federal income tax under section 501(c)(3) Internal Revenue Code of 1986 or (b) by association contribution to which are deductible under section 170(c)(2) of the Internal Revenue Code of 1986 (or corresponding provision of any future United States Internal Revenue law.) Section 3. Upon the dissolution of the Association, after paying or adequately providing for the debts and obligations of the Association, the remaining assets shall be distributed to a nonprofit fund, foundation, or educational institution which is organized and operated exclusively for charitable, educational, and/or scientific purposes and which has established its tax exempt status under section 501(c)(3) of the Internal Revenue Code. Approved during SRDUG Annual Business Meeting