Banner training: Course Descriptions

Navigation

Finance

Human Resources / Payroll

Student

University Advancement

Student Accounts Receivable

Financial Aid

Cognos Query Studio 

 

If you need Banner training that you don't see on the schedule, please contact Carolyn Bolden.

 

Navigation

To register to attend, please PioneerWeb and select the training channel of either the Banner Tab or the Employee Tab.

This class is now offered once each quarter. The information covered will be helpful to anyone who needs an introduction to the Banner system. The class covers general Banner concepts, navigation, functions, toolbar buttons, and Banner search techniques. There will be an overview of FERPA (privacy of student information). For those who will be using Banner Finance forms, there is a brief overview of the Finance Fund/Organization/Account/Program hierarchy here at DU.

If you are unable to attend one of the instructor led training sessions, there is a Banner Navigation tutorial available for your use. You will find it in PioneerWeb on the Training Channel of the Banner Tab, or from the course descriptions in the Training Channel of the Employee Tab.

Finance

To register to attend, please PioneerWeb and select the training channel of either the Banner Tab or the Employee Tab.

Finance Purchasing – This class covers information necessary for creating electronic purchase requisitions.

Finance Direct Pay Invoices – The first hour of this class will cover the basics of creating a Direct Pay Invoice. The second hour is more advanced concepts, including Travel Advances and Reconciliations. You are welcome to come for the entire class, or just the part of the class that meets your needs.

Finance Cash Deposits / Journal Entries – This class includes training for processing Cash Receipts and Journal Entries. We will also cover doing basic journal entries.

View Finance Overview – This is brief budget overview training for DU employees who need to keep an eye on the budget, but have others in your area who have more responsibility for reconciling transactions. We will look at the Banner Finance Dashboard and the Banner Self-Service product as well as the Banner forms which show similar information.

View Banner Finance – This is an advanced class for Banner users who use DU Reports and have budgetary responsibility. You must attend Banner Navigation in addition to the Banner finance transaction classes before attending this class. There are many inquiry screens in the Banner system which give fairly comprehensive budget information - we look at budget overview in addition to drilling down to the transaction level. Additionally we will show you how to access similar information over the web; using the Finance Dashboard and the Banner Finance self-service product. Finally, there is a discussion on the Approval Queue process. If you are looking for training on viewing grant information, please contact ORSP.

Finance Reduce Encumbrances – This class covers information necessary for reducing encumbrances, as well as some procedures for general finance "clean-up". There will be a brief presentation followed by an open lab, so bring some of your own work along to class.

ORSP Grants / Proposals – Please contact the Office of Research and Sponsored Programs if you are interested in this training.

Human Resources / Payroll

To register to attend, please PioneerWeb and select the training channel of either the Banner Tab or the Employee Tab.

Human Resources Overview– Attending the class will provide you with the information necessary to complete the HR processes for employee changes or new hires. We will discuss the appropriate processes to complete the different types of tasks, and we will look at the Banner forms that you will need to view to obtain the information needed to complete the processes.

Department Time Entry– Attending the class will provide you with the information necessary to enter employee's time, and approve time. This class is only offered to those persons who have been granted the Banner security to enter / approve time.

Banner training: Student

To register to attend, please PioneerWeb and select the training channel of either the Banner Tab or the Employee Tab.

Update General Person Forms / Data Entry Standards – This training includes the University of Denver Data Standards guidelines as well as the process for inserting and/or updating demographics data in the Banner system. NOTE: This class is mandatory for anyone who wants update access to these forms.  If you don't see a session on the schedule please contact Carolyn Bolden to arrange for session date.

View Student Information – This class covers information about student information: viewing student schedules, class lists, student holds, registration overrides, course history and degree information. We will also look at some of the reports that are available.

Banner Student Workshop / Update Advisors – In this class we will view advisor records already in the Banner System and we will learn to update advisor records for the current academic term. The last part of this training will be a lab where you will be able to update records for your own students. As this training is a workshop format, you will need to have the Banner Security in place to update SGAADVR prior to coming to class, and it will be most helpful to you if you will bring along some of your own work to do in class.  If you don't see a session on the schedule please contact Carolyn Bolden to arrange for session date.

Update Registration – This class covers information about updating student registration, viewing student schedules and class lists. If you are interested in attending this class, please contact Claudia Walinder, Associate Registrar.

Scanning and Indexing with webXtender – This training will provide information about using the web client (webXtender) for Banner Document Management Suite to scan and index items to be included in an electronic file.  Documents that have been indexed in the BDMS applications are linked to Banner records; they can be retrieved from Banner forms or directly from webXtender.  The target audience is Student Services areas, but information may be helpful to others as well.

Recruit & Admissions View Training – This training will provide guidance on viewing demographics and program information for prospective students.  We will go through running Banner reports and also demonstrate using the Graduate Admissions Dashboard in PioneerWeb.  NOTE:  Admissions update training is happening within the individual departments. Please contact your signatory to arrange for your training. The list of signatories for Recruit / Admissions is on the Access to Banner web page: Recruit / Admissions Signatories.

University Advancement

Please contact Justin Shaw for training on this module.  

Student Accounts Receivable

Student Accounts Receivable Inquiry Forms – This class covers information regarding student's and 3rd party company's financial accounts.

Financial Aid

Financial Aid Work Award Training – This class covers information that may be helpful for those of you who are hiring Work Award student employees.  We will review the processes for verifying student award amounts, hiring student employees, and monitoring Work Award balances. 

Cognos Query Studio

Prerequisites: Attendees must have a Banner username and password along with familiarity with the Banner data  AND must be experienced with Banner forms. Attendees must also have a business need to create Cognos reports.  Prior to training we ask that you provide us with the following: 

  1. Primary job function
  2. Business need for writing Cognos queries; please be mindful of the other tools that are available to you in your response (for example, Banner Reports and Dashboard Reports)
  3. How long have you worked in your current role?  How well do you know the data here at the University of Denver?

 
Course Description: This class is intended for persons who are interested in learning how to create reports based on data in Banner. Attendees will learn how to create Cognos reports using data in the Banner Operational Data Store.  Attendees must have a business need and appropriate authorization to gain access to Cognos Reporting.  Access is not granted until training has been completed.