Each time the ERP system is updated with patches or enhancements, updates are loaded into a test environment and all regular processes are tested to ensure functionality before loading the updates into the production environment. Testing plans are designed to be completed in 1-2 business days to ensure updates can be loaded to production timely.
Test plans for each module should follow the sequence and timing indicated below to ensure each module that is affected by another module is appropriately tested with the updates. Information Technology staff should communicate with the Controller and all key personnel to inform them when system updates are available and ready to test, and again when updates have been successfully loaded to production.
Responsible position(s):
As indicated in the steps
Required documents and access:
Banner
Frequency and timing:
Ad hoc, as updates are available and new system features are implemented
Chart of accounts maintenance – CONTROLLER creates new FOAPAL elements including restricted and unrestricted sources.
Fund – FTMFUND Fund Code Maintenance
199999 Unrestricted Test
299999 Restricted Grant Test
919999 Capital Project Test
619999 Endowment Test
Organization – FTMORGN Organization Code Maintenance
599999 Test Organization
Account – FTMACCT Account Code Maintenance
1999 Test Asset
2999 Test Liability
5999 Test Revenue
7799 Test Capital Expense
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Program – FTMPROG Program Code Maintenance
■ 999 Test Program
Activity – FTMACTV Activity Code Maintenance (optional)