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  1. All users must complete FERPA training prior to receiving Banner access.

    • The training is in two parts: the training content and the assessment. Both must be done to be considered complete.

  2. Next, choose a time for training using my booking service.

    • On the booking form, you will see a text box to give additional details about the nature of the appointment.

      • Be sure to indicate the Banner screens you will use or a list of tasks for which you will use Banner.

      • If this position was previously filled by another individual, ask your supervisor the name of that person. Also indicate this in the booking form text box.

  3. After training, I’ll submit a Banner access request to be fulfilled by IT. Once I receive confirmation that the access is available, I’ll follow up with the user to let them know and confirm all is well.

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