Banner Finance Access
To request access to Banner Finance, please follow these steps:
First: In order to receive initial access (new user) to Banner, you will need to enter the VCU Blackboard system (login with eID and eID password) and take course # PAA001 Banner Basic Navigation and System/Data Security. You may self-enroll for this course. You must complete the quiz after completing the tutorials. If you have any questions or problems concerning access to the course, please contact Learning and Development at firstname.lastname@example.org, or call 828-0179.
Link to VCU Blackboard Login
Next: After completing the Banner Basic Navigation tutorial, your supervisor will need to visit the following site to complete a Banner Finance access request:
Instructions for supervisors/fiscal administrators for completing the access request:
Log in to VCU service desk.
Select Create Banner Finance Employee Account (ex. for new employees).
Enter information. Click on Save (Do Not Save and Close). Supplemental information can be added at this point.
Once saved, an Action List will appear on the left side of the screen. Click on Add Supplemental Information.
Add organization access needed and make selections as to type of access required (Inquiry, Data Entry, Receiving, etc.)
Click Save and Close.
Exit the help desk ticket system.
The employee should have already signed a Confidentiality and Compliance Statement, which is part of the VCU employment orientation. In compliance with VCU's password standard, your Banner password and access are for your use only and cannot be shared with others. See the Technology Services Security Website for details.
Once the accesss request ticket reaches the Banner Finance Security Team, you will be enrolled in a second Blackboard course, TRAIN 201: Mandatory Fiscal Training: Fiscal Responsibilities and Internal Controls. Once the course is successfully completed, inquiry and Banner receiving access in Banner Finance will be granted.
Additional security levels in Banner Finance have different training requirements. Access to the required Blackboard courses will be given at the time of the request based on the Help Desk ticket options. These are not self-enrollment courses.
Currently, the required training modules include:
TRAIN 202: Banner FOAPAL-Forms-Transactions-required for transaction access and approvals (budget entries, journal vouchers, cash receipt and encumbrance removals).
TRAIN 204: Banner Fixed Assets-required for fixed asset custodians.
TRAIN 205: SAS Enterprise Guide Training for Banner Finance ODS-required for access to VCU data warehouse for ad-hoc reporting. See: http://www.controller.vcu.edu/banner/reportingcenter/odschallenge.htm
Research Dashboard Access
Access to the Research Dashboard in the VCU Reporting Center is currently maintained by the University Controller's Office.
PI Dashboard - Prinicpal Investigators are automatically given access to the PI Dashboard when their grants become active in Banner Finance.
RA Dashboard or Research Management Dashboard - Research Administrators or Department Deans/Directors can request access to the Research Administrator (RA) Dashboard or Research Management Dashboard by submitting a ticket through the VCU Service Desk:
Log in to VCU service desk.
Select Banner from list.
Go to bottom of page, select Research Dashboard. Click on Report an Incident with the Research Dashboard.
Describe your role as either Research Administrator or Department Dean/Director and specify the sub-department, department or school to include in your view. Click on Save and Close.
You will be notified when your access is complete. The first time you access the RA or Research Management Dashboard, you may need to clear the browser cache on the VCU Reporting Center. Follow these instructions:
Log in to the VCU Reporting Center (through MyVCU). Select Options (from upper right hand menu)>View Page History>Clear History.