BANNER FINANCE ACCESS

Access to Banner Finance may be requested by University employees requiring on-line financial information to fulfill institutional management or operational responsibilities. Database access is not a right, but rather a privilege based on University policies and procedures designed to protect the use, confidentiality, privacy and security of institutional and personal information. Existence of a database does not imply access is generally available or that a request will be approved. Access is approved subject to specific institutional guidelines, "need-to-know" requirements, and data inquiry/update restrictions.

For security reasons, access to funds in Banner Finance is controlled by the hierarchical ownership of funds which permits authorized access to specific funds at various levels within the University's organization according to the executive level, school/division, department or sub-department linked to the fund. For example, access granted at the school/division level permits access to all funds assigned to the particular school/division. Access granted at the department level is more restrictive, permitting access only to those funds assigned to a particular department.

Important: It is the department administrator's responsibility to notify the Banner Finance security officer when a department employee with Banner Finance access leaves the department or no longer needs access due to a job change. Contact Lisa Zoia immediately regarding system access changes.

PROCEDURE

To request Banner Finance access, complete a Banner Finance Database/Screen Access Request Form:

Type of Request: Check the appropriate box at the top of the form to indicate New request, Change to Existing Access, or Delete Access.

Requestor Information: Enter all demographic information for the individual requesting access.

Screen Access/Approvals: Check all boxes that are appropriate for the requestor’s job responsibilities.

Fund Access: List organization(s) and/or funds that the user may access.

Department/Office Administrator's Approval: Obtain the approval of the appropriate administrator at the requested security level (i.e. vice president, division head, department head, etc.).

Forward the completed form to Lisa Zoia in the Controller's Office, Salus Center, 5th Floor, Room 507. Upon approval by the Banner Finance security officer, access with be established for the requestor.