Below outlines the process staff must follow when accessing Banner - the software package that runs most of the administrative systems at the U of R.  There is a large variety of access that is available.  Once access has been decided by your administrator, you will be automatically registered in the appropriate training sessions.

Banner Access Reference Guide

CASPUR Query - No training required.  Users are granted a username and password to access Banner and CASPUR reports. Banner access is limited to view menus and no form access is provided. This group is needed to maintain Banner access.  Banner security classes assigned by Information Services: GEN_USER

General Person Query - Training: Navigation, General Person View General Person records which include but is not limited to names, telephone numbers, addresses, email, visa, emergency contacts, and biographical information. Banner security classes assigned by Information Services: UR_STUDENT_GEN_PERS_QUERY_C

General Person Modify I - Training: Navigation, General Person Update General Person records which include but is not limited to names, telephone numbers, addresses, email, visa, emergency contacts, and biographical information. Users can not generate new IDs. Banner security classes assigned by Information Services: UR_STUDENT_GEN_PERS_ADDRESS_C

General Person Modify II - Training: Navigation, General Person Generate new IDs and update General Person records which includes but is not limited to names, telephone numbers, addresses, email, visa, emergency contacts, and biographical information. Banner security classes assigned by Information Services: UR_STUDENT_GEN_PERS_UPDATE_C

Student Query - Training: Navigation, General Student, and Academic History View admission application form, prior high school and college, student records, registration, holds, student account information, and course schedules. In addition users can view students academic history, marks, transfer credits, class lists, and award information. Banner security classes assigned by Information Services: UR_STUDENT_ACHIST_INQ_C, UR_STUDENT_GENSTU_INQ_C, UR_STUDENT_REGISTER_INQ_C

Student Modify - Training: Navigation, General Student, Academic History, and Registration View admission application form, prior high school and college, student records, registration, holds, student account information, and course schedules. In addition users can view students academic history, marks, transfer credits, class lists, and award. Users may update student permissions, holds, registration and student records: program codes, majors, minors, field of study. Banner security classes assigned by Information Services: UR_STUDENT_ACHIST_INQ_C, UR_STUDENT_GENSTU_INQ_C, UR_STUDENT_REGISTER_UPDATE_C, UR_STUDENT_GENSTU_UPDATE_C

Schedule Modify - Training: Navigation, and Schedule View, add or change course reference numbers. Update course section information: enrollment, meeting times, links, restrictions, pre-requisites, approvals. Add cross list classes, instructors, and exams. Also the ability to delete courses from the schedule. Banner security classes assigned by Information Services: UR_STUDENT_SCHEDULE_C

Contact Your Administrator to obtain Banner Access

Student Graduation Modify - Training: Navigation General Person and Graduation Update and add graduation records for undergraduate students. This includes name changes, a degree record creation, calculate student averages, adding institutional honors, and enter grade point averages. Banner security classes assigned by Information Services: UR_STUDENT_GRADUATION

Student Admissions Modify - Training: Navigation, General Person, and Admissions Create admissions for undergraduate. This includes, generate IDs, enter holds, assign a PIN, create admissions record, enter high school and prior college information, update test scores, apply admit decisions, and student transfers. Banner security classes assigned by Information Services: UR_STUDENT_ADMISSIONS_GR_UG_C

Student Graduate Modify (GS only) - Training: Navigation, General Person, Admissions, Graduation Create admissions for graduate students. Update and add graduation record for graduate students. Banner security classes assigned by Information Services: UR_STUDENT_ADMISSIONS_GR_UG_C, UR_STUDENT_GRADUATION

Student Non credit Modify - Training: Navigation, General Person, Non-Credit Admissions, General Student (optional), Academic History (optional), Non-Credit Registration, and Non-Credit Schedule Generate new IDs and quick admit a student. Update General Person records which includes but is not limited to names, telephone numbers, addresses, email, visa, emergency contacts, and biographical information. View admission application form, prior high school and college information, student records, registration, holds, student account information, and course schedules. View students academic history, marks, transfer credits, class lists, and award information. View, add or change course reference numbers. Update course section information: enrolment, meeting times, instructors and delete courses from the schedule. Users may register students. Banner security classes assigned by Information Services: UR_STUDENT_GEN_PERS_UPDATE_C, UR_STUDENT_NC_REGISTER_UPDATE, UR_STUDENT_ACHIST_INQ_C, UR_STUDENT_GENSTU_INQ_C, UR_STUDENT_NC_SCHEDULE_C, UR_STUDENT_NC_ADMISSIONS_C

Finance Modify - Training: Navigation, General Person, Purchasing Enter requisitions and receive goods. Approval access if approval queues are set up with Financial Services. May generate external invoices. Banner security classes assigned by Information Services: FIN_GENERAL_USER, FIN_PURCHASING_APPROVALS, UR_INVOICE_TRACKING, FIN_RECEIVER

Electronic Payroll Modify - TBaraining: Navigation, General Person, HR Electronic Payroll Set up approval routing for, enter, submit, and in some cases approve electronic payroll action forms sent to Human Resources. Banner security classes assigned by Information Services: HR_ELECPAF_ORIG Human Resources Query - Training: Navigation, General Person, HR Electronic Payroll The ability to view position and pay for employees. Set up approval routing for, enter, submit, and in some cases approve electronic payroll action forms sent to Human Resources. Banner security classes assigned by Information Services: Z_READ_HR, Z_READ_POSNTL**some modify access

Alumni General Query - Training: Navigation, General Person, Alumni Constituent View alumni constituent information including, spousal, child, degree, employer, activity and donor information. Banner security classes assigned by Information Services: ALUMNI _GENERAL_QUERY

Banner Custom - No training required. A combination of Banner access that is specialized. The Banner Security Manager will contact you to discuss appropriate access.