Banner Training

The UNE Banner team designed a training program to assist staff/faculty in learning banner system features, and to share best practices and good usage techniques. The training documents are developed to address UNE specific needs.

Main topics covered during banner new user training are:

  Requesting a Banner Account (pdf):
Includes information and Security form for all new Banner users.
   
  Basic Navigation Training (pdf):
Includes information on How to log into Banner; Changing your Password; Explanations of Menu Items; Keyboard Shortcut Table; and How to build your own Personal Menu (My Banner).
   
  Searching for a Person (pdf):
Includes information on How to search for a person by ID, First Name or Last Name; Search using Wildcards; and Search using the Sounds-Like Option.
   
  Budget Information (pdf)
Includes information on Fiscal Year Codes; How to get your own Budget Codes from Banner; Viewing your Budget and Specific Accounts within the Budget; Printing out the Full Detail Report; and Printing out the Budget Status Report.
   
  Data Entry Standards (pdf):
Includes information on how to Create New Users;  Name Standards; and  Domestic, Foreign and Military Address Stardards.
   
Common Matching (pdf):
  Includes information pertaining to creating a new user with the GOAMTCH form.
   
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