1. Metro State University of Denver Parchment Receive Kickoff June 30th 2014

2. Introductions Deployment Strategy Receive Feature Set Next Steps
Agenda
Introductions
Deployment Strategy
Receive Feature Set
Next Steps

3. Metro State U of Denver Team
Parchment Team
Name
Title
Phone
Project Role
Stacey Koo
Project Manager
, x 1038
Project Management
Mary Jo Lockey
Implementation Specialist
Ext 1308
Configuration Resource
Rey Santos
Regional Manager, HE Solutions
 Ext. 1141
Project Oversight
Brenda Johnson
Account Executive
Metro State U of Denver Team
Name
Title
Phone
Project Role
Vaughn Toland
Director of Admissions & Outreach
Team Lead
Yared Belete
Associate Director of Admissions
Functional Team

4. PARCHMENT receive

5. Review Available Features
Deployment Strategy
Review Available Features
Decide on features for now and maybe later
Phased approach
Configuration & Training
Filters
Destination Folders
SFTP (as needed)
TD Landing Page (as needed)
TRF (as needed)
Administrators
Go-Live

6. Current Status Parchment Premium Receive
Download Electronically – PDF’s
Current Administrators…..

7. Receive Feature Set Receive Features Basic Premium Dashboard l
Document Web Download
Electronic Image or Paper
Reporting
Automated Delivery (SFTP)
Delivery of Data (XML, EDI)
Index File
Transcript Direct
Subscription Model for Payment
Admin Initiated Request
Unified Inbox
Peer Analytics
Advanced Document Filtering and Sorting
Auto Route to Unlimited Destinations and Locations
Student Messaging by Destination

8. Transcript Direct - Overview

9. Transcript Direct - Landing Page

10. Transcript Direct - Request Form
Customized Message

11. Admin Initiated Request
Place Requests on Behalf of Student
Request transcripts for new or existing students
Submit request immediately or hold for later
View the status of all requests
Search “Out of Network” request by Days Outstanding
Resend a Transcript Request Form via fax, print or add status notes

12. Index File Parchment Index File SIS Data Tables or Image System
File Name
DID#
Document Type
Date Sent
School Name
First Name
Middle Name
Last Name
DOB
SSN
Application #
Common App ID
RH / Sender CEEB
Class Of
Years Attended
Sending School Type
Student
Receiver CEEB
Receiver Name
Receiver Address:
Street 1&2, City, State, Zip, Country
Required
Optional
254 characters
20 characters
Date 
Date
9 characters
6 characters
4 characters
15 characters
High School/College
254 characters each
Data Mapping
Index File
Includes key Information for each document received
Facilitates import into imaging system
XML Data
PESC XML Format – Industry wide data format
Transcript data in electronic format
2 files: PDF & XML
SIS or
Image System

13. Next Steps Receive Features Next Steps Automated Delivery - SFTP l
Premium
Next Steps
Automated Delivery - SFTP l
Set-Up (need public key and IP)
Delivery of Data XML , EDI
Set-Up – Parchment to Complete
Index File
Automatic – use as desired
Transcript Direct
Parchment Send Link
School Determine strategy
Parchment Send Documentation
School Provide Logo and Message
Parchment Provide Training
Admin Initiated Request
Advanced Document Filtering and Sorting
Set-Up – Parchment Provide Doc and Assistance as Needed
Auto Route to Unlimited Destinations and Locations
Set-Up Parchment Provide Doc and Assistance as Needed
Student Messaging by Destination