IT

Functional Client Support Training

Finance

Banner Navigation

The purpose of the training is to cover Basic Navigation that is used throughout all modules of the Ellucian relational database system, Banner. This course will cover the basics of how the system is structured, terminology and navigation skills used throughout all modules of system database application via Internet Native Banner (INB). Additionally, general Banner concepts, navigation, functions, toolbar buttons, and Banner search techniques are reviewed. There will be an overview of Banner Finance forms, with a brief overview of the Finance Fund / Organization / Account / Program hierarchy.

Managing Your Funds

The purpose of the training is to train employees on how to use the BANNER Finance system to manage funds. There are many inquiry screens in the Banner system which provides fairly comprehensive budget information.  This session provides a budget overview in addition to drilling down to the various transactions. 

Departmental Budget Transfer

The purpose of the training is review the necessary procedure to execute a departmental on-line budget transfer. Budget transfers allow departments to reallocate their budgets as needed for purchasing purposes.  The proper documentation and procedure is reviewed during this session.

Receiving Training

The purpose of this training is to train functional clients on how to receive items that were purchased for departments.  This session will focus on the relationship of receiving items to expedite payment to vendor.

Check Request Training

The purpose of this training is to train users on how to enter check requests into the BANNER system. During this session training is provided on which items are allowable for check request processing and the forms in Banner.

SU Express Training (Requisitioner)

The purpose of this training is to train users on how to enter requisitions via the e-procurement site.  It reviews the various types of vendor catalogs available such as hosted, punch-out, and non-catalog.  The training touches on navigation through the e-procurement site as well as beneficial tips.

SU Express Training (Approvers)

The purpose of this training is to train users on how to approve requisitions via the e-procurement site.  It reviews the various types of methods of approving and rejecting.  The training touches on navigation through the e-procurement site as well as beneficial tips.

WebFOCUS

WebFOCUS Basic User Training

WebFOCUS is the reporting software used by Winston-Salem State University to create reports using Banner data sources. The primary purpose of this class is to train the functional client how to log into the dashboard and run a report. The following items are included in the training: logging into MRE via the dashboard, content of dashboard, selecting a domain, running a report, save/print a report, adding reports to favorite list, viewing recently run repots, how to run a deferred report, and an overview of the RAMS Reporting Dashboard and Executive Dashboard. 

WebFOCUS Analytical User Training

WebFOCUS is the reporting software used by Winston-Salem State University to create reports using Banner data sources. The primary purpose of this class is to train the analytical user how to create a report. The analytical user will be able to create reports and graphs using Report Assistant and Graph Assistant. The reports will be created using reporting objects that have been created by developers. The analytical users will be able to share personal reports that have been created.

Winston-Salem State University

601 S. Martin Luther King Jr. Drive

Winston-Salem, NC 27110

Phone: (336) 750-2000



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