Hello everyone,

We should absolutely not delete anything from the system because it removes the history of what has been done on the account.  We are using end dates because that is actually the most appropriate way to end the hold and keep the history of what has happened on the student’s account.

For future reference, do not use Shift F6 to delete any record with regards to orientation holds.  This is a best practice and allows us to run reports and make better decisions with history provided.  I strongly encourage everyone to train their staff on the use of end dates and how that will look different on the system so that they can better advise students.

If you have any questions, please let me know.

Thanks, Lisa

Lisa G. Blazer, PhD

Associate Vice President for Student Affairs

University of Texas San Antonio

From: Jamie Trevino
Sent: Tuesday, March 31, 2015 9:48 AM
To: Lisa Alonzo; Lisa Talcott; 'advising@lists.sis.utsa.edu'
Cc: Student Orientation Email; Dainon Deviney; Lisa Blazer
Subject: RE: [Advising] OR holds

Lisa A is correct.  We made the decision to end the hold rather than remove it, as it is best practice to maintain that history that the hold was placed on the record and that it was ended. 

From: Lisa Alonzo
Sent: Tuesday, March 31, 2015 9:16 AM
To: Lisa Talcott; 'advising@lists.sis.utsa.edu'
Cc: Student Orientation Email; Jamie Trevino; Dainon Deviney; Lisa Alonzo
Subject: RE: [Advising] OR holds

Good Morning Lisa,

Thank you for your email.  This change was made by our Recruiting Information Technology administrator.  The short answer to your question is that outdating the hold is a best practice in data management because instead of losing the record you preserve the data. 

This change is ALSO taking Orientation and Family Programs a while to get used so I understand your concern. 

I’ve copied Jamie Trevino on this email, she is the Director of RIS and more versed than me about the specifics of this change.  If you have any further questions please feel free to loop both Jamie and me in. 

Have a good day,

Lisa M. Alonzo

Director

UTSA Orientation & Family Programs

Location: MS 2.01.10

Office: 210.458.4724

Fax: 210.458.7477

Email:  Lisa.Alonzo@utsa.edu

Website: UTSA.edu/Orientation

From: Lisa Talcott
Sent: Tuesday, March 31, 2015 8:29 AM
To: 'advising@lists.sis.utsa.edu'
Cc: Lisa Alonzo; Student Orientation Email
Subject: RE: [Advising] OR holds

Holds really need to be completely removed, not just disabled by changing the end date.  When the hold is left on, it confuses everyone who looks at the record.

When Banner was started, I went through this, as I worked in the Registrar’s office at that time. 

Does this same someone time?  Or money?  What’s the justification?

Lisa Talcott

On Mar 30, 2015, at 4:50 PM, "advising@lists.sis.utsa.edu" <advising@lists.sis.utsa.edu> wrote:

Good afternoon.  Orientation and Family Programs will no longer be removing the OR (Orientation) holds in Banner after a student completes orientation, they will only be changing the end date on the hold.  An example is below.  This is something completely different from what they have done in the past.  I’m told the reasoning is to keep a record of the hold.  We will have to make sure to look at the end date on these holds to see if they are active or not.

<image001.gif>

Thanks,

D

Dainon Deviney

Associate Director

One UTSA Circle

San Antonio, Texas  78249-1644

phone 210-458-4302

fax 210-458-4303

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