Enterprise Banner Access Request Form

Alamo Colleges All forms should be appropriately approved and emailed to: [email protected] Enterprise Banner Access Request Form Version 2.22

User Identification – Section One

Select Action: Enter Today’s Date: 1/4/2012

Last Name: First Name: Initial:

ACES ID / Email ID: Banner Person ID: (Nine digit number, 9XXXXXXXX)

Location: District Department: Position: Phone:

Employee Status Required Field: Effective Date: 1/4/2012 Access Termination Date: Click here to enter a date. Mandatory for Temporary Employees

Justification of Banner INB Account Request:

User Change Event Type: Required Field

User experience in Banner: Required Field

Comments: (please include any exceptional factors that should be considered for approval of this request)

Click here to Jump to: “Student Roles”, “Financial Aid Roles”, “Business Office Roles”, “Finance Roles”, “Payroll / HR Roles”.

Banner Access Rights – Section Two

How to fill out this Request Form:

Version Release Date 07/10/2012 Page | 1 Alamo Colleges All forms should be appropriately approved and emailed to: [email protected] Enterprise Banner Access Request Form Version 2.22 In the appropriate section below select the appropriate box: “G” for Grant Access or “R” for Remove Access. Forward this form for approvals as necessary based on ALL Grant selections / sections. For a summary of the Banner Role descriptions and recommendations follow this link. Questions on this form may be directed to the help desk ([email protected]), banner security ([email protected] ) or any supervisor. See also: BannerRequestFormInstructions

Student System Roles (to view role description click here) G R G R G R Administratio Adminis Admissions n (VP, Chair, trative Dean…) Assistan ts Advising/Cou Assess Biographical Change nseling/Trans ment / fer Testing Building Code Business CBM Role Updater Office CE CE CE Registration Admissions General CE Schedule Complia CSI Lead nce Reports CSI Curricul Disability Services Maintenance um Change Dual Credit Faculty Financial Aid Graduation Internat Librarian Circulation Staff ional Records Registra Reports (All Student Reports, r ePrint only) Student Student Transcripts Activities Life

Version Release Date 07/10/2012 Page | 2 Alamo Colleges All forms should be appropriately approved and emailed to: [email protected] Enterprise Banner Access Request Form Version 2.22 Transcript Transcri Transcript Processing Errors pt Posting Veterans (VA) Work Work Study Admissions & Study Records Work Study Veterans Affairs

Click here to “Jump” to Approval Section

Banner Access Rights – Section Two (continued)

How to fill out this Request Form: In the appropriate section below select the appropriate box: “G” for Grant Access or “R” for Remove Access. Forward this form for approvals as necessary based on ALL Grant selections / sections. For a summary of the Banner Role descriptions and recommendations follow this link. Questions on this form may be directed to the help desk ([email protected]), banner security ([email protected] ) or any supervisor. See also: BannerRequestFormInstructions

Financial Aid System (to view role description click here)

G R G R G R Communicatio Advisor COD n Corrections Data Load (Load) Direct Disbursemen Federal Work t Finance (Financial Aid Role) Study Front Counter Fund Grouping

Version Release Date 07/10/2012 Page | 3 Alamo Colleges All forms should be appropriately approved and emailed to: [email protected] Enterprise Banner Access Request Form Version 2.22 Registration (Financial Aid Maintenance Management Role) Reports (Financial Aid) Set Up TCC Verification

Decentralized financial aid functions available with need to know justifications REQUIRED G R G R G R Admissions and Records (ADM) Bursars Outreach Office (AR)

Accounts Receivable System (Student Business Office) (to view role description click here)

Version Release Date 07/10/2012 Page | 4 Alamo Colleges All forms should be appropriately approved and emailed to: [email protected] Enterprise Banner Access Request Form Version 2.22 G R G R G R Acct – Dist (ACCT) ACH Refunds & Payments AR – 3rd Party AR Senior / Clerk III / IV (Cashier) Asst Bursar / Acct Bursar Dist Sr. Fin Financial Aid (Accounts Mass Entry Analyst Relievable Role) Role (AR Role) Super User / Admin Temp - Dist Acct Temp - Peak Temp - Perm View

Version Release Date 07/10/2012 Page | 5 Alamo Colleges All forms should be appropriately approved and emailed to: [email protected] Enterprise Banner Access Request Form Version 2.22

Human Resources (to view role description click here) Centralized Functions Restricted to HR/Payroll employees only G R G R G R

Benefits/Ded. Data Entry Benefits/Records Manager Compensation

EEO Manager Employee Relations Manager Employment Data Entry

Employment Manager EPAF Maintenance FLAC Maintenance

FLAC Position Roll to Prod Health & Safety Data Entry Health & Safety Manager

HR Records HR Senior Generalist HR-IS Analyst

People Admin Position Control

Payroll (to view role description click here) Centralized Functions Restricted to HR/Payroll employees only G R G R G R

Budget - Spreadsheet Budget Budget Officer (College) General Accounting (Payroll)

Grants Payroll Data Entry Payroll Manager

Payroll Query Only Payroll Reconciliation Payroll Reports

Payroll Time Entry Position Budgeting Temporary Payroll Employees

W2 Process and Corrections WEB Time Approvals / Overrides Web / Department Time Entry

Version Release Date 07/10/2012 Page | 7 Alamo Colleges All forms should be appropriately approved and emailed to: [email protected] Enterprise Banner Access Request Form Version 2.22 Banner Access Rights – Section Two (continued)

Finance System (to view role description click here) Centralized Functions Restricted to core finance departments

G R G R G R Accounts Accounts Payable (INB & Accounts Payable Positive Pay Payable Spvsr ARGOS) (INB & ARGOS) (INB & ARGOS) Accounts Budget Office, Receivable Accts Receivable Supervisor (INB Campus (INB & (INB) & ARGOS) ARGOS) Budget Office, Disbursement District (INB & ARGOS) CBO – Like (ARGOS) Mgr (ARGOS) Finance Finance Data Owner Security ( INB & (ARGOS) Finance Reports (ARGOS) ARGOS) Fiscal Affairs General Accountants Ledger (INB & (ARGOS) Fixed Assets (INB & ARGOS) ARGOS) General Ledger Grants Supervisor Proposals Mgr (INB & ARGOS) Grants (INB & ARGOS) (INB & ARGOS)

Version Release Date 07/10/2012 Page | 8 Alamo Colleges All forms should be appropriately approved and emailed to: [email protected] Enterprise Banner Access Request Form Version 2.22 Internal Audit Grants Spvsr (INB & ARGOS) Internal Audit (INB) Staff (ARGOS) Purchasing (INB) Purchasing Supervisor (INB & ARGOS) Receiving (INB) Receiving Super (Finance Supervisor Super User) (INB & ARGOS) Sensitive Reports – Finance (INB) (INB & ARGOS) Vendor Direct Deposit (INB) Vendor Maintenance (INB)

Decentralized Finance Functions available based on emplolyee position requirements For example, Initiators of purchase Requisitions For example, Approvers of purchase Requisitions Use the procedure at This Location for Non Core Finance Users

APPROVALS – Section Three

Supervisor Approval – Required for All Request

Supervisor Last Name: Supervisor First Name: Supervisor Person ID: Department (nine digit number, 9XXXXXXXX)

Title / Position: Email: Telephone:

Signature: Approval Date: Select Date Here

Version Release Date 07/10/2012 Page | 9 Alamo Colleges All forms should be appropriately approved and emailed to: [email protected] Enterprise Banner Access Request Form Version 2.22 Entering your name on this electronic form, and forwarding to the next approval authority constitutes a signature for purposes of this form.

Version Release Date 07/10/2012 Page | 10 Alamo Colleges All forms should be appropriately approved and emailed to: [email protected] Enterprise Banner Access Request Form Version 2.22 APPROVALS – Section Three (continued)

Data Owner - Student System (Both are required)

Vice President AA / SS / CS or Dean of CE:

Approve or Decline Request: Signature: Entering your name on this electronic form, and forwarding to the next approval authority constitutes a signature for purposes of this form. Email: Click Here To Enter Comments or Concerns

CSI – Cynthia Mendiola-Perez

Signature: Entering your name on this electronic form, and forwarding to the next approval authority constitutes a signature for purposes of this form. Email: Click Here To Enter Comments or Concerns

Data Owner - Financial Aid – Richard Silva Approve or Decline Request: Signature: Entering your name on this electronic form, and forwarding to the next approval authority constitutes a signature for purposes of this form. Email: Click Here To Enter Comments or Concerns

Version Release Date 07/10/2012 Page | 11 Alamo Colleges All forms should be appropriately approved and emailed to: [email protected] Enterprise Banner Access Request Form Version 2.22 APPROVALS – Section Three (continued)

Data Owner - Accounts Receivable (Student Business Office) – Mary Hall Approve or Decline Request: Signature: Entering your name on this electronic form, and forwarding to the next approval authority constitutes a signature for purposes of this form. Email: Click Here To Enter Comments or Concerns

Data Owner - Human Resources - Alicia Reyes Approve or Decline Request: Signature: Entering your name on this electronic form, and forwarding to the next approval authority constitutes a signature for purposes of this form. Email: Click Here To Enter Comments or Concerns

Data Owner – Payroll – Angelia DeBarros

Approve or Decline Request: Signature: Entering your name on this electronic form, and forwarding to the next approval authority constitutes a signature for purposes of this form. Email: Click Here To Enter Comments or Concerns

APPROVALS – Section Three (continued)

Data Owner - Finance (Core Finance Users)

Pamela K. Ansboury -or- Angelia DeBarros: Approve or Decline Request: Signature: Entering your name on this electronic form, and forwarding to the next approval authority constitutes a signature for purposes of this form. Email: Click Here To Enter Comments or Concerns

All forms should be emailed to: [email protected] Comments:

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