1. Banner Finance
Finance Security

2. 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.

3. 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.

4. 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.

5. 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

6. 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.

7. 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.

8. 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.

9. 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.

10. 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.

11. 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.

12. 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.

13. 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.

14. 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.

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

16. Questions and Answers

17. Thank you for your participation

18. SunGard, the SunGard logo, SCT, the SCT logo, and Banner, Campus Pipeline, Luminis, PowerCAMPUS, SCT Matrix, SCT Plus, and SCT PocketRecruiter are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders. © SunGard