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FERPA training

All users must complete FERPA training prior to receiving Banner access. (The FERPA training link will not work for affiliate employees. Please get in touch to be set up manually.)

The training is in two parts: the training content (about 45 minutes) and the assessment (about 15 minutes). Both must be done to be considered complete.

Banner training

Next, book an appointment for live Zoom training with Denise Kidd.

On the booking form, you will see a text box to give additional details about the nature of the appointment. We kindly ask that you delay booking your appointment until you have the following information:

  • Please ask your supervisor the name of the person who was previously in your position or the name of a current employee who has the same access you're seeking. To maintain security continuity, we assign the access of the predecessor to the new employee or a similar current employee. Knowing this allows us to properly calibrate your access.

  • Please provide a list of Banner screens you will use. If you’re not sure, please ask your supervisor or colleagues. This is not so much for access calibration, but rather to ensure we demonstrate the screens you will be using.

Access request

After training, Denise will submit a Banner access request to be fulfilled by IT. Once she receives confirmation that the access is available, she’ll follow up with the you to let you know and confirm all is well.

Multiple new users

If multiple new users need training and access, each new user should complete FERPA training. Decide internally the best time for training based on availability. Schedule a single training session for the group.

On the booking form, in the Banner screens question field, list all members who will attend.

The person who books the training will receive the confirmation and the event will automatically be added to their Outlook calendar. That person should forward the calendar event to all attendees.

After training, I’ll open a Banner access request for each attendee.. Once I receive confirmation that access has been enabled, I’ll follow up with each user.

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Summary

All users seeking Banner access must complete FERPA training, which is in two parts: the training content and the assessment. After completing FERPA training, live Zoom training with Denise Kidd must be scheduled through a booking form that requires additional details about the appointment. Once trained, Denise will submit a Banner access request to IT for fulfillment. If multiple new users need training and access, each user should complete FERPA training before scheduling a single group session where all attendees' names are listed in the Banner screens question field on the booking form.


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