Banner and ERP User Documentation

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Page changed 10/06/2009

All Workflow Worklist users should read Workflow Update (11/2008)  MS Word File.

Banner Student

Course Catalog Update Workflow  Acrobat PDF
Grade Change Form   Flash Movie  
Approve a Grade Change Form  Flash Movie  
Search for and View a Grade Change Form   Flash Movie   
Enable a Workflow Proxy   Flash Movie   
Grade Change Quick Reference   Acrobat PDF  
Grade Change Form and Workflow User Guide   Acrobat PDF 
Grade Change Presentation   MS PowerPoint

Grading Tips   MS Word File   Acrobat PDF  (rev. 5/5/08)
Grading, How to Enter Grades in FlashFast   Acrobat PDF  MS PowerPoint 
Grade Submission Deadlines  Link 

Destination Kent State Scheduler User Guide  Acrobat PDF (rev. 5/19/09)
DCU User Guide (for Course Schedulers)  Acrobat PDF 
GPS AutoAdvisor Assigner  Acrobat PDF 
GPS Advising Rules Worksheets   Acrobat PDF
KAPS Exception Processing   Acrobat PDF 
FlashFast for Faculty    MS Word file   Acrobat PDF   (rev. 4/2/08)
FlashFast for Advisors and Faculty Advisors   MS Word file  (rev. 4/15/08) 
FlashFast Rosters  Acrobat PDF  (rev. 4/15/08)  SWF Movie

Alternate Roster Extract Procedure  MS Word File  (rev 2/8/08)
Accounts Receivable INB Forms Viewing Guide   MS Word File (rev. 4/8/08)
Accounts Receivable Exemptions Processing  MS Word File
Admissions INB View Form Guide  MS Word File
Graduate Admission Procedure Banner INB  MS Word File(rev. 4/9/08)
Graduate Admission Workflow Job Aid    MS Word File   Acrobat PDF
Graduate Admission Workflow: View Admission Documents with WebXtender  MS Word File  (rev. 4/9/08)
Graduate Admission Workflow: SAAADMS Admissions Form Quick Reference   MS Word File  (rev. 4/29/08)
Look Up Student Information In Banner Guide  MS Word File  
Registrar Contact Information for Banner Procedures  MS Word File 
Scholarship Payment Authorization Work Flow  MS Word File   (new 4/08)
Scholarship Payment Authorization Job Aid   MS Word File   (new 5/08)
Scholarship Payment Authorization Movie   SWF File  (new 4/08)
Test Score Entry in SOATEST  MS Word File (rev. 4/9/08)
Test Score Crosswalk   MS Word File

Workflow General Reference -- See below under General Banner Information

Banner Finance

Please note that until further notice there will not be any Intro to Banner Finance or Advanced Banner Finance
sessions scheduled.  Please contact Christine Hill at 330-672-5801 if you need training or assistance. (12/10/08)

BAS web site link to current Banner Finance training materials
BAS web site link to New Forms for Accounts Payable Transactions
BAS web site link to Summary of Process Changes
Expense Reimbursement Workflow   Acrobat PDF  rev. 9/2009
FlashCart - What's New in 9.2 PDF added 7/2009

General Banner Information

Adding Items to My Banner 1 (The Easy Way)  MS Word File
Adding Items to My Banner 2 (More Detailed) MS Word File
Adding Personal Links MS Word File
Banner Basics/Navigation Guide PDF
Chart of Accounts Look Up Index number online
Chart of Accounts FRS Subcode to Banner Account List  MS Excel File
Chart of Accounts Made Easy   MS Word File 
Chart of Accounts for Business Managers   BAS Newsletter Dec. 2006
Customizing Your Colors in Banner MS Word file  (rev. 4/8/08)
Document Imaging Reference Guide  Acrobat PDF File  (New! 6-2-09)
Data Standards   Acrobat PDF  (Updated! 11-09)
Employee ERP Training Checklist    MS Word File   
Field Guide to the ERP and Banner   MS Word File (rev. 2/5/08)
Form Naming Conventions  MS Word File
Main Menu  Flash File   (rev. 11/08)
Navigation Handout - functions, keystrokes, menu icons  MS Word File (rev. 4/24/08)
Navigation Quick Review   MS Word File  (rev. 4/8/08)
Person Search   Flash Movie
Person Search MS Word File (rev. 2/12/08)
Quick Flows  MS Word File
Reducing Your Search Results MS Word File (rev. 4/15/08)
Shared Data Table   MS Word File
Test Your Banner Knowledge - Quiz - Flash File 01/09/09
Training Guide --Banner Access and Training   Acrobat PDF file
Workflow General Reference -- for all Workflow users -- Acrobat PDF file 

FlashLine Portal

FlashLine Overview  Flash Movie
FlashLine ID Flash Movie
FlashWord (FlashLine Password)  Flash Movie
How do I Personalize my FlashWord (Password)?  Flash Movie
Log in to FlashLine Flash Movie   MS Word File (rev. 2/7/08) 
Navigation in FlashLine Flash Movie
View your campus home page on a Flashline Tab MS Word Document (rev. 2/7/08)   

Human Resources

Banner Leaves and Terms   MS Word File (rev. 4/9/08)
Benefit Categories Codes and Descriptions MS Word File (rev. 2/07/08)
Benefits and Deductions PDABDSU   MS Word File
Change Name/Marital Status/Education Level   MS Word File (rev. 2/8/08)  MS PowerPoint File
Employee Education and Reviews   MS Word File
Employee Maintenance INB Process PEAEMPL  MS Word File
Employee Self Service   MS Word File (rev. 4/24/08)  MS PowerPoint File
ePAF for PT Faculty and Grad Assistant Appointments   Acrobat PDF  (rev. 5/09) 
Exemption Processing for HR Benefits Staff MS Word File  (new 4/08)
Grant Effort Certification  MS Word File  (rev. 2/12/08) 
International Information INB Process GOAINTL  MS Word File
Leave Balance Updates   MS Word File (rev. 2/13/2008)
Leave Liability Report   MS Word File
Leave Report and Leave Request   MS Word File
Leave Report and Leave Request Approval   MS Word File (rev. 4/11/08)
Leave Approval Proxy: see Proxy set up, below
Mass Benefit - Deduction Change INB Process  MS Word File (rev. 2/21/08)
Mass Salary Change INB Process  MS Word File
NBAJOBS Maintenance  MS Word File (rev. 4/8/08)
New Hire INB Process  MS Word File (rev. 4/8/08)
New Position INB Process   MS Word File
Notice of Voluntary Separation Work Flow  MS Word File  (new 3/09)
Payroll Adjustments  Process  MS Word File (rev. 3/28/08)
Pay Stubs: see Employee Self Service above
Position Budget Maintenance   MS Word File
Position Class List Report   MS Word File
Position ID number (Banner) look up  MS Excel File
Position Maintenance INB Process  MS Word File
PPAIDEN Maintenance   MS Word File
PRA, Initiate and Submit a,   MS Word File (rev. 3/27/08)
PRA, Approve a,  MS Word File (rev. 3/28/08)
Quick Hire INB Process  MS Word File (rev. 4/8/08)
Tax forms: see Employee Self Service above
Tuition Benefit Request  PDF  (rev. 6/8/09)
Workflow, Approve  MS PowerPoint File (rev. 4/9/08)

Reporting  (Cognos)

Cognos Basics, Part 1. (5 minutes)  Flash movie
Cognos Basics, Part 2. (3 minutes)  Flash movie
Cognos Reporting  (8 minutes) Flash movie
Cognos Organization  (6 minutes) Flash movie
Cognos Portal Customization (8 minutes) Flash movie
Cognos Reference Sheet MS Word file
Save a Cognos Report to Excel   MS Word File
Cognos Practice Exercises (email and portlet) Acrobat PDF (rev. 4/21/08)
Position Control Report   MS Word File (rev. 4/15/08)
Labor Distribution Report   MS Word File (rev. 4/9/08)

Training and Documentation Support

Banner Training Map  MS Word File
Documentation Seminar    MS PowerPoint File
Enterprise Support Training Information Sheet   MS Word File (rev. 4/8/08)
How to Get Training Content   MS Word File
Kent Document Template   MS Word File
Exploring SnagIt and Paint   MS Word File

Work Flows
(links to these documents are listed under the appropriate subject area above)

Workflow General Reference -- for all Work Flow users -- Acrobat PDF file

Change Name/Marital Status/Education Level   MS Word File  (rev. 2/8/08)  MS PowerPoint File (HR Records)
Expense Reimbursement Workflow-- See Banner Finance, above.
Graduate Admission Work Flow Job Aid -- see Banner Student, above.
Graduate Admission Work Flow Desktop Troubleshooting -- see Banner Student, above.
Grad Admission WF: View Admission Documents with WebXtender -- see Banner Student, above.
Grad Admission WF: SAAADMS Admissions Form Quick Reference -- see Banner Student, above.
Notice of Voluntary Separation Workflow -- See Human Resources, above.
PRA Work Flow Form, Initiate and Submit a,  -- See Human Resources, above.
PRA, Work Flow Form Approve a,  -- See Human Resources, above.
Scholarship Payment Authorization Work Flow -- see Banner Student, above.
Scholarship Payment Authorization WF Job Aid -- see Banner Student, above.
Scholarship Payment Authorization WF Movie -- see Banner Student, above.
Tuition Benefit Request  Work Flow PDF (rev. 6/8/09) (HR Records)




 
 

This page was last modified on January 27, 2009