Access to Banner includes granting permission to forms in Internet Native Banner (INB) to view and/or edit data or granting permission to link to Banner tables for reporting from Banner. Below are the instructions for requesting each.
The employee's supervisor determines the forms needed to perform the job. The supervisor also determines if the employee should have view only access (query) or have data entry (maintenance) access to the forms. (The employee is granted access to User Classes, each of which include forms related to a specific function)
An email request listing the forms, (or user classes, if known), is sent to the data manager(s) responsible for the functional area. Since many jobs require access to several functional areas in Banner, an email may need to be sent to more than one data manager.
Please CC the email address email@example.com on the email request.
When approval is granted, Banner and FERPA training must be completed prior to receiving a Banner password. To schedule training, please submit a request to the Enterprise Systems Implementation option on the LTS Online Help Request page.
Some employees also need access to run reports from Banner by linking to Banner tables and/or views. Similar to user classes, Banner reporting roles include the tables needed for reporting from a functional area. The same procedure as above is followed to request reporting access (tables or reporting roles) for an individual.
Because Banner is a large, integrated database system, reporting can be very complex and confusing. Unless tables are joined correctly and proper parameters are defined, reports may appear accurate but records may be missing or incorrect data may be included. To accommodate common reporting needs for student information, several Microsoft Access databases are available for use by individuals who have been granted the proper Banner reporting access. The Access databases allow individuals to report as needed on the following:
After Banner reporting access is approved, an individual may access the J: drive on the Lehigh network. The Access databases and documentation on use are stored on J:\Banner\StuReports. The database cannot be used directly from the J drive but must be copied to the user's computer.
A Microsoft Access database was designed to provide user-friendly access to Banner Finance and related reports and financial data. This database is maintained by Bob Siegfried, Director of Finance and Administration Systems, and is available to all Banner Financial Managers and their designees. To request access, simply send an email request to firstname.lastname@example.org.
Access to Banner Finance is required to used this database. A Banner Access Request Form is available at http://www.lehigh.edu/~inctr/docs/RequestforBannerFinanceAccess.doc
Once access has been approved, the database may be copied from the directory J:\banner\DesktopFinance. A user manual is also available at that location. The database naming convention is “Desktop_Finance_dmrt_mmddyy.mdb” where mmddyy indicates the date of revision. The database is updated periodically and users are notified by email when enhancements are made.
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