Reporting
ID
|
Required Functionality
|
Code
|
Code Explanation
|
A-392
|
Does the solution offer comprehensive, integrated Reporting Tools for all Finance modules?
|
|
|
A-393
|
Are Reporting Tools accessible to all users?
|
|
|
A-394
|
If so, can access and permissions be restricted by user or by role?
|
|
|
A-395
|
Do Reporting Tools provide access to data via “user-friendly” naming conventions of tables, record identifiers, and meta-data?
|
|
|
A-396
|
Does the solution offer financial reporting on a fund basis?
|
|
|
Vendor CRM
ID
|
Required Functionality
|
Code
|
Code Explanation
|
A-397
|
Does the solution provide tools to track vendor relationships (i.e. preferred vendors, debarred vendors, etc.)?
|
|
|
A-398
|
Does the solution provide tools to track vendors accessible through purchasing contracts (local/state/federal)?
|
|
|
A-399
|
Does the solution provide tools to manage communications with vendors (i.e. mailing list tools)?
|
|
|
A-400
|
Does the solution provide tools to manage supplier invitations (requests for bids/proposals/quotes, etc.)?
|
|
|
A-401
|
If so, Does the solution provide tools to manage distribution electronically?
|
|
|
A-402
|
Does the solution provide web-based tools, accessible by vendors, to check on the status of payments?
|
|
|
APPENDIX B: Student Information System Functional Requirements
The objectives of the student systems software component are to provide an integrated EIS environment for all College Student Information System functions. This includes tools for the operational management of prospective students, admissions & registration, financial aid, student billing, continuing education, parking systems, housing, judicial affairs, institutional research. These tools should also be intuitive web-based tools for employee and student self-service, integrated reporting, and document imaging/workflow.
General Features
ID
|
Required Functionality
|
Code
|
Code Explanation
|
B-001
|
Does the solution operate as a fully integrated student system?
|
|
|
B-002
|
Does the solution fully integrate with Financial EIS systems (same vendor)?
|
|
|
B-003
|
Does the solution fully integrate with Financial EIS systems (third party)?
|
|
|
B-004
|
Does the solution fully integrate with web-based portal technologies (same vendor)?
|
|
|
B-005
|
Does the solution fully integrate with web-based portal technologies (third party vendor)?
|
|
|
B-006
|
If so, can users use the portal to access EIS information, notifications, approvals, workflows, and Student Self-Service?
|
|
|
B-007
|
If so, can users use the portal to manage EIS information, notifications, approvals, workflows, and Student Self-Service?
|
|
|
B-008
|
If so, can users use the portal to define EIS information, notifications, approvals, workflows, and Student Self-Service?
|
|
|
B-009
|
Does the solution provide intuitive linking of information, allowing users to “drill down” to view detailed data, including source documents?
|
|
|
B-010
|
Does the solution offer abilities to add and customize fields without modifying underlying application code?
|
|
|
ID
|
Required Functionality
|
Code
|
Code Explanation
|
B-011
|
Does the solution provide intuitive “shortcut” methods to speed user-system interaction?
|
|
|
B-012
|
If so, are shortcut keystrokes available?
|
|
|
B-013
|
If so, are user-definable Macros available?
|
|
|
B-014
|
If so, are workflow Macros available?
|
|
|
B-015
|
If so, are user-definable custom menus available?
|
|
|
B-016
|
Does the solution offer a comprehensive system for detecting and preventing the creation of duplicate records?
|
|
|
B-017
|
Does the solution offer a comprehensive system for locating records and searching for information?
|
|
|
B-018
|
If so, Does the solution offer intuitive tools to track changes to records such as user/student name changes?
|
|
|
B-019
|
Does the solution allow users to access multiple instances of any given system such that:
|
|
|
B-020
|
A user can access more than one system simultaneously on a single display or monitor?
|
|
|
B-021
|
A user can access more than one instance of a single system on a single display or monitor?
|
|
|
B-022
|
A user can simultaneously view and manipulate multiple records within a single system?
|
|
|
B-022
|
More than one user can simultaneously view and manipulate multiple records within a single system?
|
|
|
B-023
|
Does the solution offer date-driven, action/event-driven, and user-based logging?
|
|
|
B-024
|
If so, are features available that allow the creation of environment checkpoints and environment rollbacks?
|
|
|
B-025
|
Does the solution provide built-in help resources and user manuals?
|
|
|
ID
|
Required Functionality
|
Code
|
Code Explanation
|
B-026
|
If so, does the solution provide the dynamic generation and update of these resources via workflows established within the solution?
|
|
|
B-027
|
If so, does the solution provide the dynamic generation and update of these resources via configurations established within the solution?
|
|
|
B-028
|
Does the solution provide built-in process documentation tools?
|
|
|
B-029
|
If so, do these tools generate documentation dynamically based upon workflows established within the solution?
|
|
|
B-030
|
If so, do these tools generate documentation dynamically based upon configurations established within the solution?
|
|
|
B-031
|
Does the solution provide built-in, solution-wide document imaging system?
|
|
|
B-032
|
Does the solution provide solution-wide methods to integrate systems with third party document imaging systems?
|
|
|
B-033
|
Does the solution meet all compliance requirements for FERPA?
|
|
|
B-033
|
Does the solution meet all compliance requirements for FERPA?
|
|
|
B-034
|
Does the solution meet all compliance requirements for HIPPA?
|
|
|
B-035
|
Does the solution provide an integrated photo ID system?
|
|
|
B-036
|
If not, does the solution integrate with third party photo ID systems? Please list.
|
|
|
B-037
|
If so, does the solution permit printing photo rosters by selected fields?
|
|
|
ID
|
Required Functionality
|
Code
|
Code Explanation
|
B-038
|
Does the solution provide the ability to import student information (particularly photos, student id numbers, name & address) directly into the ILS, Polaris library system(s)?
|
|
|
B-039
|
Does the solution provide an integrated method to prevent specific access if conditions are unmet? For example, if a student has a past due account, transcripts are not available.
|
|
|
B-040
|
Does the solution provide a capability to alert students at registration of semester-based course offerings?
|
|
|
Admissions & Registration
ID
|
Required Functionality
|
Code
|
Code Explanation
|
B-041
|
Does the solution support multiple campuses/locations?
|
|
|
B-042
|
Does the solution support international campuses/locations?
|
|
|
B-043
|
Does the solution support multiple credit/non-credit types?
|
|
|
B-044
|
Does the solution support the collection and management of testing information including ACT, SAT, TOEFL, GRE, and LSAT?
|
|
|
B-045
|
Does the solution support electronic transfer/receipt of high school transcripts?
|
|
|
B-046
|
Does the solution support electronic transfer/receipt of college transcripts?
|
|
|
B-047
|
Does the registration system integrate with resource scheduling systems?
|
|
|
B-048
|
If so, which ones?
|
|
|
B-049
|
Does the solution allow for automatic downloads of placement test results from Compass and/or Accuplacer?
|
|
|
B-050
|
If so, is this in real-time?
|
|
|
ID
|
Required Functionality
|
Code
|
Code Explanation
|
B-051
|
Does the solution allow for automatic downloads of placement test results from Compass and/or Accuplacer?
|
|
|
B-052
|
If so, is this in real-time?
|
|
|
B-053
|
Does the solution allow for different admission criteria before acceptance (i.e. in-process students before acceptance into a program or pre-program)?
|
|
|
B-054
|
Are the changes to a student record stored in the system, including date and user tracking?
|
|
|
B-055
|
Does the solution allow posting of comments?
|
|
|
B-056
|
Does the solution allow for the preparation and submission of Maryland state aid and Maryland state differential funding?
|
|
|
B-057
|
Does the solution allow for correspondence for students applying for selective admission programs?
|
|
|
B-058
|
If so, does it support a different application for each program, different deadlines for submission information?
|
|
|
B-059
|
Does the solution allow for automatic flagging of applications based on value of built-in/custom fields?
|
|
|
B-060
|
Does the solution allow for the creation of notes and the sharing of those notes based on permissions/groups?
|
|
|
B-061
|
Does the solution provide verification of good and bad addresses? (i.e. address scrubbing)
|
|
|
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