ID
|
Required Functionality
|
Code
|
Code Explanation
|
B-428
|
Does the solution have the ability to define a course repeat functionality?
|
|
|
B-429
|
Does the solution have the ability to manage academic clemency (grade forgiveness)?
|
|
|
B-430
|
Does the system have the ability to create a blended transcript?
|
|
|
B-431
|
If so, does the system have the ability to “unblend” a transcript—include only credit or only non-credit work?
|
|
|
B-432
|
Does the solution provide a method to include flexible footnoting, awards, honors, academic standing, etc. on the transcript?
|
|
|
B-433
|
Does the system provide the ability to record course waivers and substitutions?
|
|
|
Student Testing & Success Metrics
ID
|
Required Functionality
|
Code
|
Code Explanation
|
B-434
|
Does the solution include tools to manage the function of tutoring students (i.e. a way to track tutors and the students using their services, the classes for which students need tutoring, and their eventual success rates in those classes)?
|
|
|
B-435
|
Does the solution include advising tools that would allow advisors to create an educational plan for students and give them the ability to share plans and advisors’ notes with other college personnel?
|
|
|
B-436
|
Does the solution include tools to manage students taking tests in centralized testing offices rather than in classrooms?
|
|
|
B-437
|
If so, are both electronic tests and paper/pencil tests supported?
|
|
|
ID
|
Required Functionality
|
Code
|
Code Explanation
|
B-438
|
If so, does the solution include a way for instructors to schedule testing and a way to ensure that the correct students are taking a specific test? Please elaborate on other features of this function.
|
|
|
B-439
|
Does the solution provide access to live, up-to-date attendance information?
|
|
|
B-440
|
Does the solution provide access to live, up-to-date information on student grades (tests, quizzes, papers, attendance, homework, etc.)?
|
|
|
B-441
|
Does the solution provide a note/record-keeping system for advisors permitting an advisor to look up information on his/her student(s)?
|
|
|
B-442
|
Does the solution provide a method to locate important student history information?
|
|
|
B-443
|
If so, what information?
|
|
|
B-444
|
Does the solution provide the transference of students from one advisor to another advisor or faculty member?
|
|
|
B-445
|
Does the solution provide the ability to search for students on specific criteria (i.e. by advisor, academic status etc.)?
|
|
|
B-446
|
If so, what search criteria are available?
|
|
|
B-447
|
Does the solution provide a space for advisor comments?
|
|
|
B-448
|
Does the solution automatically notify a student’s advisor if specific criteria exist? (low/high grade point average, low attendance, etc.)?
|
|
|
B-449
|
Does the solution provide the ability to integrate with Blackboard?
|
|
|
B-450
|
Does the solution provide alerts for attendance issues?
|
|
|
B-451
|
If so, does this alert integrate with Blackboard?
|
|
|
APPENDIX C: Alumni & Advancement Management Functional Requirements
The objectives of the alumni and advancement management component is to provide an integrated EIS solution for all alumni and advancement management functions including tools for the management of gifts and pledges, donor correspondence, campaigns, events, volunteers, memberships, and recurring gifts. This solution should provide tools for prospect research/analytics, honor/memorial tracking, online fundraising, alumni tracking, matching gift identification, and bulk mailing efficiency. In addition, this solution should provide intuitive web-based tools for access to EIS systems and the alumni and advancement self-service module, integrated reporting, and integration with document imaging solutions.
General Features
ID
|
Required Functionality
|
Code
|
Code Explanation
|
C-001
|
Does the solution operate as a fully integrated alumni and advancement management system?
|
|
|
C-002
|
Does the solution fully integrate with financial EIS systems?
|
|
|
C-003
|
If so, does the vendor provide the financial EIS system?
|
|
|
C-004
|
If so, is integration with financial EIS systems mandatory?
|
|
|
C-005
|
If not, with what financial EIS systems does the solution fully integrate?
|
|
|
C-006
|
Does the solution fully integrate with student EIS solutions?
|
|
|
C-007
|
If so, does the vendor provide the student EIS system?
|
|
|
C-008
|
If so, is integration with student EIS systems mandatory?
|
|
|
C-009
|
If so, can portions of the alumni module integrate with portions of the student EIS system? If so, what portions?
|
|
|
C-010
|
If so, is integration with student EIS systems mandatory?
|
|
|
C-011
|
Does the solution fully integrate with web-based portal technologies?
|
|
|
ID
|
Required Functionality
|
Code
|
Code Explanation
|
C-012
|
If so, does the vendor provide the web-based portal technologies?
|
|
|
C-013
|
If not, with what web-based portal technologies does the solution fully integrate?
|
|
|
C-014
|
If so, does the portal provide the ability to access EIS information, notifications, approvals, workflows, and employee Self-Service?
|
|
|
C-015
|
If so, does the portal provide the ability to manage EIS information, notifications, approvals, workflows, and employee Self-Service?
|
|
|
C-016
|
If so, does the portal provide the ability to define EIS information, notifications, approvals, workflows, and Employee Self-Service?
|
|
|
C-017
|
Does the solution offer intuitive linking of information, allowing users to “drill down” to detailed data, including source documents?
|
|
|
C-018
|
Does the solution offer abilities to add and customize fields without modifying underlying application code?
|
|
|
C-019
|
Does the solution provide intuitive “shortcut” methods to speed user-system interaction?
|
|
|
C-020
|
If so, are there shortcut keystrokes available?
|
|
|
C-021
|
If so, what shortcut keystrokes are available?
|
|
|
C-022
|
If so, are there user-definable Macros available?
|
|
|
C-023
|
If so, what user-definable Macros are available?
|
|
|
C-024
|
If so, are user-definable custom menus available?
|
|
|
C-025
|
If so, what user-definable custom menus are available?
|
|
|
C-026
|
Does the solution offer a comprehensive system for detecting and preventing the creation of duplicate records?
|
|
|
ID
|
Required Functionality
|
Code
|
Code Explanation
|
C-027
|
Does the solution offer a comprehensive system for locating records and searching for information?
|
|
|
C-028
|
If so, does the solution offer intuitive tools to track changes to records such as user/vendor name changes?
|
|
|
C-029
|
Does the solution allow users to access multiple instances of any given system portal/section?
|
|
|
C-030
|
Does the solution provide the ability for a user to access more than one system simultaneously on a single display/terminal?
|
|
|
C-031
|
Does the solution provide the ability for a user to access more than one instance of a single system on a single display/terminal?
|
|
|
C-032
|
Does the solution provide the ability for a user to simultaneously view and manipulate multiple records within a single system?
|
|
|
C-033
|
Does the solution offer date-driven, action/event-driven, and user-based logging?
|
|
|
C-034
|
If so, are features available that allow the creation of environment checkpoints and environment rollbacks?
|
|
|
C-035
|
Does the solution provide built-in help resources and user manuals?
|
|
|
C-036
|
If so, does the solution provide the dynamic generation and update of resources via workflows established within the solution?
|
|
|
C-037
|
If so, does the solution provide the dynamic generation and update of configurations established within the solution?
|
|
|
C-038
|
Does the solution provide built-in process documentation tools?
|
|
|
C-039
|
If so, do these tools generate documentation dynamically based upon workflows established within the solution?
|
|
|
ID
|
Required Functionality
|
Code
|
Code Explanation
|
C-040
|
If so, do these tools generate documentation dynamically based upon configurations established within the solution?
|
|
|
C-041
|
Does the solution provide built-in solution-wide Document Imaging systems?
|
|
|
C-042
|
Does the solution provide solution-wide methods to integrate systems with third party Document Imaging systems?
|
|
|
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