Overview
Banner is a program used for institution-wide record keeping. This service request form can be used to grant access (or change access) to an employee to Banner modules or specific Banner Forms and Banner Admin Pages.
Only department heads, deans, directors, or department assistants can submit a request to setup Banner access. This request will first be directed to the appropriate Banner Data Custodian for approval. Once that approval has been granted, the Banner Data Custodian will authorize IT Services to create or make the changes to the Banner account.
Information Required
Please fill in the following information when you submit your request:
- What type of Banner account request new, change, or extension
- Employee ID number
- First and last name
- Title
- Department
- Permissions temporary or permanent
- Account name to copy and match access to (if applicable)
- Module/s required Finance, Financial Aid, Human Resources, Student
- Specific Banner tables (if applicable)
- If additional system access is also required e.g. FAST
- Authorized Requester details
- Supervisor/Department Head email address
Once the new account is setup, IT Service Desk sends the username and temporary password to both the department requestor and the new account holder.
Instructions
Note that the Banner Account request is outside of the IT Service Desk portal system. Your request will first be sent to the applicable Data Custodian/s. The IT Service Desk will not be aware of your request until the Data Custodian forwards approval to the IT Service Desk. At that point a ticket will be generated and the requester will receive updates through the IT Service Desk ticketing system.
Instructions for Banner login
- Banner launch icons are located on your UFV desktop computer
- Banner cannot be logged into remotely unless Remote Desktop Protocol (RDP) is used as it must be ran from with the UFV lan
- Your username is usually the same as your network account username last name and first initial (ex. smithj), howver the password will be different
- Your password is a temporary password until you log into Banner where you will be required to change it at first login
- Password resets for Banner can be requested through the IT Service Desk
Service Catalogue Entry
| Service Name |
Banner Account Request |
| Service Users |
Faculty, Staff |
| Description |
Grant access (or change access) to an employee to Banner modules or specific Banner Forms and Banner Admin Pages. |
| Features |
|
| Category |
Accounts and Access |
| Sub Category |
Employee Accounts |
| Supporting Services |
Banner
Active Directory
CAS |
| Service Owner |
CIO |
| Business Owner |
CFO, VP Administration |
| Authorized Requesters |
Director, Department Assistant
Administrative Assistant
Executive Assistant
Program Assistant
VP or Dean, Administrative Assistant as authorized by VP or Dean
Instructional Department Head
Manager
|
| Request Process |
Complete the form and have it approved by the Data Custodian.
The Data Custodian submits the approved form to the IT Service Desk.
A ticket is automatically created from the email and assigned directly to the Applications team in the TeamDynamix ITSM portal. |
| Approval Requirement/Process |
Approval from Banner Data Custodian |
| Requirements and Pre-requisites |
Banner ID
Type of change (new, extension, change)
Level of permissions
Permanent or Temporary (with expiration date)
Based on another person's permission? If yes, who?
Modules
Specific tables in the module (if known)
|
|
Turnaround Time for New Requests
|
Once the Data Custodian has submitted the approved form to the IT Service Desk, 5 business days
|
| Requester Responsibility |
Complete and submit the Banner Request form, and have it authorized by the Data Custodian |
| Support Hours |
Standard business hours |
| Hours of Availability/Planned Downtime |
Standard business hours |
| Support Process |
Follow-up with the Data Custodian. Once the Data Custodian has submitted the form, follow-up with the IT Service Desk. |
| Support Owner |
Application Delivery Manager |
| Support Documentation |
Network file share, Knowledge Base articles |
| Customer Costs |
N/A |