Who can use it?
This Service is only available to the Coordinator of Financial Systems and the Finance Data Custodian.
What is it?
Application for Banner Finance Services is used to request access to Finance modules, forms or data within Banner Application Navigator, Self-Service or third-party systems.
Note: This service is not to be used for Banner Security Requests for HR/Payroll, Student, Financial Aid, and Alumni and Events modules.
Where to get it?
Not Applicable
How to use it?
This Service is only available to the Coordinator of Financial Systems and the Finance Data Custodian.
The Faculty/Staff requesting Banner Finance access will first complete a Banner Finance Security Application (2-page, fillable pdf) found at the Controller-General Accounting Forms website. The Coordinator of Financial Systems and/or Finance Data Custodian will review the application and determine if a Banner Finance Security Change Request is needed.
*The following fields are required to submit an Application for Banner Finance Security Request.
Applicant*: This field will default to the person creating this ticket, it must be manually changed to the person for whom you are requesting Banner Finance Security. The Applicant can be found using their Banner ID, email, or first name and last name. Please verify it is the correct person that you select, especially for common names.
Department*: Department of the Applicant (will default to the Applicant's Banner-HR department).
Description*: A default description has been pre-populated upon creation of the request. This description will serve as notification to the applicant the reason the Change Request was created on behalf of them.
Access Request Type*: New (first time requesting any service); Modify (change or remove access, account exists but change needed); or Delete (delete user account and all access)
Financial Manager*: This is the Financial Manager for the Applicant. They are added as a contact for communication on this request
Banner Security - New Financial Manger*: Y/N This indicates the Applicant is a new Financial Manager
Request Need by Date*: By what date would you like this application completed? Tell us what date this service is needed, i.e. first day of work, etc.
Attachment*: The completed Banner Finance Security Application Form must be attached to this request. This document is needed so that the FOAP can be retrieved, if needed, for NEW Financial Manager training.
Note: The following Business Process will be followed when the applicant's Access Request Type equal "New":
- Once the Coordinator of Financial Systems and/or the Finance Data Custodian (ticket creator) creates the Banner Finance Security request, IT will grant the appropriate Banner security
- IT will notify the creator of the ticket (via the request) that Banner security has been granted
- The Coordinator of Financial Systems and/or the Finance Data Custodian will assign the Applicant's Finance Fund security (FOMPROF, eCube, etc)
- The Coordinator of Financial Systems and/or the Finance Data Custodian will notify IT (via the request) when the Applicant's Finance Fund security is complete.
Note: The following Business Process will be followed when the applicant's Access Request Type equal "Modify" or "Delete":
- IT will notify the Coordinator of Financial Systems and/or the Finance Data Custodian (ticket creator) via the request the actual security which has been granted (ie: Granted ODS FINANCE to LGHINEBAUGH).
IT will close the request and notify the Applicant (ticket requestor), the Coordinator of Financial Systems and/or the Finance Data Custodian (ticket creator) and the Financial Manager (will be a contact on the ticket).
A daily report has been created to capture closed requests from the previous day. This report will contain data where the Access Request Type = "New" or the New Financial Manager = Y. The report will be emailed to the IT Training Coordinator(s), procure@ysu.edu and travelservices@ysu.edu.
How much does it cost?
There is no cost associated with this service.