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Banner access and training

Banner access/training inquiries - copy and paste as a response to the caller/email.

  • If a caller has a question about how to find something in Banner or how to use a particular screen, anyone on our team who has experience with the screen can help the caller.

  • Colette can help with Banner access troubleshooting.

  • Banner request form

FERPA training

FERPA training is required for Banner access and also for those who don’t use Banner but do need the Advisor tab and/or the Self-Service Reports tab.

The link to FERPA training for “regular” staff is in Requesting Banner access and/or training.

Affiliates and student employees/graduate assistants/interns must be set up manually. See /wiki/spaces/REGISTRAR/pages/133922817.

Steph D, Smackin, and Colette can check completion of FERPA training in Bridge. See /wiki/spaces/REGISTRAR/pages/380076034. If they aren’t available, you can open a ticket with IT or call IT to ask them to check.

Registrar tools access

  • I try to handle the bulk of access requests for our tools. You may find our Registrar access management to be a helpful guide.

  • Steph D can help with this while I’m out.

Incident management

  • Incidents assigned to Denise

  • Any incidents from Joanie Vicknair asking for assignment to me can be assigned to Michelle.

  • Anything else can be submitted as an incident and assigned to me. This includes duplicate IDs. Be sure to let the caller know when I’ll return to service to help them manage their expectations.

ServiceNow delegate instructions

When you receive an email with the subject "Banner Request Form - An approval is requested", open a ticket.

 Why I do this

It makes communication with the new user easier and clearer. When I communicate directly from the request (REQ), requested item (RITM), or task (TASK), users see it as progress on their request rather than communication from me.

  1. Enter the name of the person the request is for as the caller. If the user requesting is different from the person it's requested for, add them as a watcher.

  2. Copy the FERPA training and Banner training sections from Requesting Banner access and/or training and email it to the caller via ticket.

  3. Assign the ticket to me and add yourself as a watcher in case they need any help while I'm away.

Until the request is approve, you will receive a reminder email each day. If you’re not sure if a ticket has already been opened for a given request, you can check my list. I do not approve requests until I confirm FERPA training and Banner training are both done.

If the new user is an affiliate/student, they won't be able to use the link in the above article. They'll need to be /wiki/spaces/REGISTRAR/pages/133922817. I'm working with IT so that Colette, Steph D or Smackin can set up affiliates/students and check completion. If the person says the link doesn't work, it's likely because they're an affiliate/student.

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