|
|
|
|
Banner \ WebFocus Courses
|
|
|
|
|
SCT Banner is a suite of products that contains human resource, student, finance and financial aid information systems for Meharry Medical College. Meharry is committed to training employees to fully utilize the functionality of the Banner Administrative Information System. All persons requesting access to Banner must complete the Navigation, Forms and Fundamentals training before obtaining an account. The following is a list of training courses offered.
|
|
|
|
|
Navigation, Forms and Fundamentals
|
|
|
(Taught at a Basic level)
|
|
|
Objectives |
The objective of this course is to provide the user with a working knowledge of the following:
- Logging into Banner
- Banner opening screen and accessing forms
- Navigating in a form using a mouse or keyboard
- Performing a search for information in Banner
- Accessing Banner Help
|
|
|
Intended Audience |
This course is required for new Banner users from all areas of the college.
|
|
|
Prerequisites |
- Familiarity with using a PC, keyboard and mouse
- Familiarity with the Microsoft Windows Operating System
- Familiarity with an Internet Browser
|
|
|
Time |
2.5 hours
|
|
Daily Financal Management |
|
|
(Taught at an Advanced level)
|
|
|
Description |
This class is designed for Meharry employees performing day-to-day financial activities for their division, school or department.
|
|
|
Objectives |
Using Banner forms to locate financial information:
- Organization Budget Status Form - Displays budget, actual expenses, encumbrances, and available balance.
- Organizational Encumbrance List Form - Displays detail information for encumbrances.
- Organization Budget Summary Form - Summarizes the revenues, personnel expenses, non-personnel expenses, and fund transfers.
- Detail Transaction Activity Form - Displays detail revenue and expense transactions that are summarized on the Organization Budget Status Form.
- Detail Encumbrance Activity Form - Provides detail information regarding an encumbrance.
- Budget Availability Status Form – Provides detail information of available fund balances by account code.
- Document History Form - Provides list of requisitions, invoices, and purchase orders.
- Purchase Order Inquiry Form - Provides detail information regarding a purchase order including detail line items, vendor information, and requestor.
- Requisition Inquiry Form - Provides detail information regarding a requisition including detail line items, vendor information, and requestor.
- Invoice/Credit Memo Form - Provides detail invoice payment information.
Locating the Banner Fund, Organization, Program and Account Hierarchy Reports
Hands on Practice Session – Accessing your department financial information
FOPAL - Questions and Answers
|
|
|
Intended Audience |
All division, school and department Financial Officers, Fiscal Officers, faculty or staff who generate or approve purchase requisitions or track the status of those transactions.
|
|
|
Prerequisites |
- Completion of the Banner Navigation, Forms and Fundamentals class.
- Familiarity with using a PC, keyboard and mouse
- Familiarity with the Microsoft Windows Operating System
- Familiarity with an Internet Browser
|
|
|
Time |
3 hours |
|
|
|
|
|
|
Finance Self-service Requisitions |
|
|
(Taught at an Advanced level)
|
|
|
Description |
The class is designed for Meharry employees who create or approve Purchase Requisitions for their division, school or department.
|
|
|
Objectives |
- Locating and logging into the Finance Self-service window
- Navigating the Requisition window
- Querying for a vendor
- Validating a Vendor
- Entering Commidity Descriptions, Units of Measure, Quanity, Unit Price, Discounts and Additional Amounts
- Using the Accounting Block to enter FOPAL information
- Validating the requisition
- Understanding and overcoming validation errors
- Completing the requisition
- Printing a requisition
- Tracking status of requesitions using the Requisition History
- Understanding Approval Queues
- Approving and Disapproving a Requsition
- Creating a Requisition Template
- Creating a Budget Quick Query
|
|
|
Intended Audience |
All division, school and department Financial Officers, Fiscal Officers, faculty or staff who generate or approve purchase requisitions.
|
|
|
Prerequisites |
- Completion of the Banner Navigation, Forms and Fundamentals class.
- Completion of the Banner Daily Financial Management
- Familiarity with using a PC, keyboard and mouse
- Familiarity with the Microsoft Windows Operating System
- Familiarity with an Internet Browser
|
|
|
Time |
1.5 hours |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
