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Banner Training Classes       

Introduction to Banner            

Target Audience: All potential Banner users (not required for Finance users)

Course Overview: The Introduction to Banner training course will familiarize you with Banner, emphasizing forms, menus, and creating queries. This course is designed as a first exposure to Banner.  Its goal is to familiarize you with the Banner interface and demonstrate navigation through the modules. What is learned in this class can be applied to all the Banner modules and is not specific to one module.

Introduction to Banner training is a prerequisite for Banner training.
Note: This class is not required for Finance training.

Length:
2 hours

Resources:
 BANNAV7
 Confidentiality Statement
Banner 7 Keys and Icons
Policy 102

Prerequisite Class or Equivalent Knowledge:
None

**Please make sure you read and print out the confidentiality statement. Additional information may be found on link listed above in regards to additional policies. In order to gain access to Banner we will need to have a signed copy from all who attend Introduction to Banner Training.**

Banner Finance
Introduction to Banner Finance - FIN101 A&B
This is a 2-part class and both are required for access.

Target Audience: All potential Banner Finance users, including departmental staff responsible for entering requisitions, querying accounting information, managing funds, or initiating financial paperwork that is submitted to Financial Services .  This course is a prerequisite for all other Banner Finance courses.

Course Overview:  This course will focus on navigating through the Finance Module, understanding the relationship between Banner Finance and the other modules; the components of the Banner Finance module; the basic structure of the Chart of Accounts; the relationship between the Banner “index” and other elements of the Chart of Accounts; and learning how to query on basic accounting information such as available budget, cash balance, and transaction details.
**Please make sure you read and print out the confidentiality statement. Additional information may be found on link listed above in regards to additional policies. In order to gain access to Banner we will need to have a signed copy from all who attend Introduction to Banner Training.**

Length:
3 hours

Resources:  
FIN101 A&B
FIN101A – PowerPoint                        FIN101A – Finance Query Document    Confidentiality Statement

Prerequisite Class or Equivalent Knowledge:
NONE
 

Requisitioning FPO201-A
Receiving – FPO201-B
Target Audience: Employees with departmental purchasing responsibilities including requisitioning and receiving.

 Course Overview: This course will focus on understanding the relationship between the Purchasing module and the other Finance modules; creating purchasing documents; tracking purchasing documents through the system; and entering receiving on purchased goods and services.

 

Length:
3 hours

Resources:  
 FPO201A - PowerPoint
 FPO201A - Create Requisition
 FPO201A - Cancel Requisition
FPO201B - PowerPoint
 FPO201B - Entering Receiving
 

Prerequisite Class or Equivalent Knowledge:
FIN101 A & B

Finance Departmental Administration – FDA301

Target Audience: Employees with departmental financial responsibilities, including grants administration and budget management responsibilities.

Course Overview: Department Administrators have a wide range of responsibilities.  This session will provide training on the most prevalent areas using Banner as a tool.  Querying the system to find data specific to general fund (state) and grant budgets and specific transactions will be covered in depth.  This course will also include more in-depth searching skills in Banner Finance, introduce Data Extract to Excel, e~Print reports and introduce several other tricks related to using Banner.

Length:
 3 hours

Resources:  
 FDA301 -PowerPoint
 Research Accounting Finance Queries

Prerequisite Class or Equivalent Knowledge:
FIN101


Finance One-on-One-FINONE

Target Audience: Banner Finance users who feel they need additional one-on-one instruction.

Course Overview: A Banner Finance team member is available to come to your office for more detailed, one-on-one instruction in all aspects of Banner Finance.

 Finance 101 is a prerequisites for this session.

Length:
1 hour

 Resources:  
 After you have registered for this session please contact Gale Helms at ext:73019 or via e-mail gmhelms@uncc.edu with your office location. If you are needing to cancel this session please contact the Help Center at ext:73100 as soon as possible.

Prerequisite Class or Equivalent Knowledge:
BANNAV7,  FIN101

Banner Advancement
Banner Advancement 1 -ADV101  Basic Viewing 

 Target Audience: Staff who will use (INB) Banner Advancement to view information.

 Course Overview: This session will be an introduction to Banner Advancement forms as well as provide training on how to view information on Banner Advancement forms.

Training will include viewing the following information: 

  • Performing a Search
  • Biographical
  • Degree
  • Comments
  • Employment
  • Relationships
  • Exclusion codes
  • Salutations
  • Activities
     

Length:
4 hours

 Resources:  
Banner Advancement 101
By invitation only

Prerequisite Class or Equivalent Knowledge:
BANNAV 

Banner Advancement  2  - ADV102 Advanced Viewing    

Target Audience: Staff who will use Banner Advancement (INB) to view information.

Course Overview: This session will build on the ADV 101 class and introduce additional Banner Advancement forms and information. 

Training will include viewing the following information: 

  • Prospect Management
  • Contact Reports
  • Organizations
  • Designations
  • Gift/pledge summary
     

Length:
4 hours

 Resources:  
Banner Advancement 102
By invitation only

Prerequisite Class or Equivalent Knowledge:
BANNAV, ADV101 

 Banner Advancement 3  -ADV103 Basic Data Entry  

 Target Audience: Staff who will use (INB) Banner Advancement to maintain records.

 Course Overview: This session will provide training on advancement individual processing.  

Training will include processing the following: 

  • Biographical
  • Degree
  • Comments
  • Employment
  • Relationships
  • Exclusion Codes
  • Salutations
  • Activities

Length:
4 hours

 Resources:  
Banner Advancement 103
By invitation only

Prerequisite Class or Equivalent Knowledge:
BANNAV, ADV101 

Banner Advancement 4  - ADV104 Advanced Data Entry   

Target Audience: Staff who will use (INB) Banner Advancement to maintain records. 

Course Overview: This session will build on ADV103 and introduce additional data entry training pertaining to advancement organization and prospect management processing.

 Training will include processing the following: 

  • Prospect Management
  • Contact Reports
  • Organizations

 

Length:
4 hours

 Resources:  
Banner Advancement 104
By invitation only

Prerequisite Class or Equivalent Knowledge:
BANNAV, ADV103 

Banner Advancement 6 - ADV106 Refresher  

Target Audience: Staff who will need additional help with Banner Advancement       viewing and processing. 

Course Overview: Participants will be encouraged to bring specific paperwork pertaining to any topic to receive one-on-one instruction.

 Training will include various topics based on participant request.
 

Length:
2 hours

 Resources:  
Banner Advancement 106-Refresher
By invitation only

Prerequisite Class or Equivalent Knowledge:
BANNAV, ADV103 

Banner Advancement 7 -ADV107- Advanced Gift & Pledge Processing

 Target Audience: Gift Analysts in Development Services and Athletics.

 Course Overview: This session will provide training on gift and pledge processing. 

Training will include processing the following: 

  • gifts
  • pledges
  • gifts in kind
  • matching gifts
  • anonymous gifts
  • gift and pledge adjustments
  • installments
  • cashier sessions (closing and finalizing)
  • feed to finance
  • acknowledgements
  • receipts
  • donor advised funds
  • hard and soft credit
  • split credit
  • joint gifts
  • third party payments

 

Length:
4 hours

 Resources:  
Banner Advancement 107
By invitation only

Prerequisite Class or Equivalent Knowledge:
BANNAV, ADV103 

Banner Student
Banner Student - BANDA1-Degree Audit System (CAPP) Orientation

Target Audience:  All departments within the College of Arts & Sciences. Departments from any college that are not yet using the Degree Audit system for degree requirements.

Course Overview: The Degree Audit System Orientation course will familiarize you with the new Degree Audit System (CAPP) in Banner.  This hands-on course will include how to generate a degree evaluation, how to interpret the degree evaluation, and how the What-If Analysis function can be used.  During this training session test cases will be used and your departmental degree requirements will be verified.

Important: In order to take full advantage of this scheduled time, please bring ID numbers for at least five (5) students who are majors within your department.  These students will be used as test cases during our session.

Length:
1 1/2 hours

Resources:

It would be of value to become familiar with general CAPP information and some of the degree audit functions prior to training. This information is found at the following link: http://enrollment.uncc.edu/EnrollTech/degree_evaluation_tester.htm

The CAPP Feedback Form is available to submit questions or requirement changes after training.  The form is available at the following link: http://www.registrar.uncc.edu/facstaff/capp_form.htm

Prerequisite Class or Equivalent Knowledge:
Familiar with degree requirements within department

 

Banner Student - BANDA2-Degree Audit System (CAPP) Testing and Verification

Target Audience:  All departments within the College of Arts & Sciences. Departments from any college that are not yet using the Degree Audit system for degree requirements.

Course Overview: The Degree Audit System Testing and Verification course is a continuation of the Orientation course.  This hands-on course is designed to discuss feedback after testing, assist with additional testing and to answer questions related to specific degree requirements.  During this training session the testing cases will be reviewed and departmental degree requirements will be verified.

Important: In order to take full advantage of this scheduled time, please bring ID numbers for at least thirty (30) students who were used as test cases during testing.  During this session the degree evaluations for these students will be reviewed.

Length:
2 hours

Resources:

General CAPP information and degree audit functions are found at the following link: http://enrollment.uncc.edu/EnrollTech/degree_evaluation_tester.htm

The CAPP Feedback Form is available to submit questions or requirement changes after training.  The form is available at the following link: http://www.registrar.uncc.edu/facstaff/capp_form.htm

Prerequisite Class or Equivalent Knowledge:
Degree Audit System Orientation (BANDA1)

At least 30 student ID’s used (per degree program) to test degree requirements

 

 

 

 

 

 

 

 

 

 

 

 



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