Banner Finance Finance Security

Introductions Name Organization Title/function Job responsibilities Banner experience Expectations Introductions The instructor will introduce himself/herself by describing his/her experience with: SCT SCT Banner SCT Banner [Product name] Higher Education The participants in the class will introduce themselves by sharing with the class: Name Organization Title/Function Job Responsibility SCT Banner experience SCT Banner [ Product name] experience And their expectations of the training session Write down the expectations of the class members at the beginning of the training session. That way, at the end, you will be able to see if all expectations have been met. If they are not to be met, explain why.

Course Goals The goal of this workbook is to provide you with the knowledge and practice to accurately establish security within Banner Finance. After discussing the course goals, discuss the use of the associated workbook and how it will assist them during training and after they return to their institutions.

Agenda Overview Set up Question and Answer Discuss how the course will be structured…first going over the Set up (rule and validation forms) that are required for recruitment and application training. Followed by the discussion of the Day-to-Day procedures that are required to handle recruitment and application training.

Overview One of the initial procedural tasks you perform in Banner Finance should be to set up your security parameters for your system. The system provides security on three levels Oracle security Banner security Finance system security

Set up Objectives At the end of this section, you will be able to establish system wide security add users and define their system wide access establish rule group security access establish fund/organization security access See page B-1 of workbook.

Set up Setting up Processing Level Security System Control Maintenance form (FOASYSC) Where Finance-level security can be switched off and on Access Banner and enter data on form.

Set up Establishing User Profiles User Profile Maintenance form (FOMPROF) Used to link user IDs to funds and organizations Access Banner and enter data on form.

Set up Creating Rule Groups Rule Group/Rule Class Security Maintenance form (FOMRGRC) Used to create and maintain rule groups Access Banner and enter data on form.

Set up Assigning Rule Groups to User IDs Rule Group Security Maintenance form (FOMUSRG) Used to assign rule groups to user IDs Access Banner and enter data on form.

Set up Assigning Rule Groups to Forms and Processes Form/Process to Rule Group Maintenance form (FOMPRRG) Used to assign rule groups to forms and processes Access Banner and enter data on form.

Set up Assigning Funds and Fund Types to User IDs Fund/Fund Type Security Maintenance form (FOMUSFN) Used to assign funds and/or fund types to user IDs Access Banner and enter data on form.

Set up Assigning Organizations to User IDs Organization Security Maintenance form (FOMUSOR) Used to assign organizations to user IDs Access Banner and enter data on form.

Set up Review To prevent a user from processing purchase orders, would you use rule group security or fund/organization security? How do you indicate that all invoices should go through Banner’s Receiving Process? What Banner form do you use to establish a user’s system-wide security access and overage allowances? Solicit answers from above questions from audience.

Course Summary/Review The goal of this workbook is to provide you with the knowledge and practice to accurately establish security within Banner Finance.

Questions and Answers

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