Instructions for Requesting Banner Finance Security:

 

 

1. Log onto OneStop : https://onestop.ecu.edu/onestop

 

2. Under the Tools tab, in the Banner box, select "Banner Security Request"

 

3. Select "Banner Finance Security"

 

4. From the options box on the left side, select "Banner Security Form"

 

Note:  The PERSON INFORMATION section shows your existing information on file.  If your name, email address or default organization code is incorrect, STOP.  Contact Human Resources Information Processing at 328-9891.  This information needs to be correct in order to route the workflow messages through the proper channels.  If your phone number or position title is incorrect, you may continue with your security selections.

 

5. The “Financial Systems” section displays Banner Finance modules.  Each module contains a drop down box listing user roles.  Only one user role can be selected from each drop down box. On subsequent requests, previously approved roles will appear in the drop down box.  If you would like to inactivate any of these roles, select “NONE” from the drop down box.  Otherwise, leave these roles as is and no change will be made to these modules.  If you are requesting additional roles from other finance modules or would like to change an existing role, make your selection from the drop down box.  A user role will automatically be inactivated if another is requested in its place.  A description of each user role is located at http://www.ecu.edu/cs-admin/financial_serv/explanations.cfm

 

Note:  If your current ship to code is not listed in the drop down box, contact Chuck Boulineau – BOULINEAUC@.ecu.edu

 

6. The “Faculty/Staff” section contains special indicators as well as Banner auxiliary systems you may need to perform your work.  Make your selections from the drop down box.

 

7. If you select a user role that requires you to select specific organizations, the “Organization and Roll-Up Selection” section will allow you to make these selections.  If this box is protected (does not allow you to make a selection), your organization access has already been determined by the roles you have selected.

Note:  If you need all Organizations, please choose the nine highest level roll-ups to get access to everything:

10, 20, 30, 40, 50, 60, 70, 80, 90

 

If you are not sure of your of your new Banner organizations, review the following site:

http://www.ecu.edu/cs-admin/syscoord/upload/ORGN%2001-23-06.htm

 

8. If you have special requests, enter the information in the text box under the “Additional Comments” section.  To inactivate the entire document or a specific role from a previous request, enter the document number or the role title.

 

9. Select the appropriate (DSC) Department Security Custodian (Department or Supervisor approver) to approve this request.  If the appropriate Department Security Custodian is not listed in the drop down box,

East Campus contact Systems Coordination 328-2663

West Campus contact Systems Accounting 744-2943

 

10. A “Confidentiality Agreement” will display.  The access form cannot be completed unless you agree to the confidentiality statement.

 

11. After the form is submitted, you will receive a carbon copy of the Departmental approval request indicating the request has started processing.  Modifications will not be allowed until after the request has completed processing. Processing can be monitored from the Requests option under the Banner Finance Security Form. A "C" status will denote completed.  A "P" status will indicate the document is being processed. Subsequent requests can be submitted after the status has changed to “C” from the Banner Finance Security Form under OneStop. 

 

12. Under the “Options” box in the left hand corner, the “Requests

Option” allows you to view the status of this document and any previous

requests by clicking on the Sequence Number.

“R” - Requested   “D” - Denied   “A” - Approved   "N" - Not Requested

 

13. The “Department Security Custodian Approval History” allows the

Department Security Custodian to view approved documents that require

approval. 

 

The “Department Security Custodian Pending Approvals” option allows the Department Security Custodian to view any pending documents that require approval. 

 

Note:  The Option not underlined determines the information that is being displayed.

 

 

Additional Comments:

 

If your PirateID changes, your Banner INB Security will no longer be valid. Please Reapply for Banner Security on ONESTOP with your new ID.

• Read all emails regarding Finance Security thoroughly as they contain the following:  
•          How to access your request
•          How to change your passwords
•          Information on Self Service Banner and Internet Native  Banner userid and password requirements
•          How to access Banner
•          What to do if you have a problem accessing your data

 

Once the confirmation email is received, download the “J-initiator” software only if you will be using Internet Native Banner.  A message about downloading the J-initiator will appear in the task bar at the top of the screen.  If the J-initiator software is already installed, this message will not appear.

 

If you are a DSC (Department Security Custodian) or MSC (Module Security Custodian), the emails will include the following information:

• How to access the Workflow Task list
• How to change your Workflow password
• How to assign and remove a substitute to perform your duties
• What to do if there is difficulty in accessing data
• Access to additional DSC instructions

**A user class will automatically be inactivated if another is requested in its place.  Only one user class per module is the rule.

 

If you have any additional questions concerning the Banner Finance Security Instructions, please contact Penney Doughtie at 328-2706 or doughtiep@mail.ecu.edu