Service Access Review Guide

(Revised – 4/01/2011)

This is an overview of the information contained in the Service Review “super report”.

The report is sorted by org within the executive level, with the employeesname, username, Banner ID, job title, employment status, hire date, terminate date (if applicable), and Org (department number and name) displayed.

The following columns appear on the report from left to right:

Banner Class– Classes are groups of related Banner forms that the user may access. There may be one or many forms in each class. Classes ending with _M indicate update (Modify) capabilities on those forms. Classes ending with _Q allow only view (Query) access on those forms.

Banner Classes at SLU are segregated as follows:

Class Name Begins With / Associated Banner Module / Notes
SLU_AL / Advancement / Security Officer - Will Curran (CURRANWP)
Advancement will perform an additional review of all SLU_AL classes. Please contact Will Curran if you feel a user has inappropriate access to this data.
SLU_AR / Accounts Receivable / Security Officer - John Mejaski (MEJASKIJM)
SLU_FA / Student Financial Services / Security Officer - John Mejaski (MEJASKIJ)
SFS will perform an additional review of all SLU_FA classes. Please contact John Mejaski if you feel a user has inappropriate access to this data
SLU_FI / Finance / Security Officer - Lisa Zoia (ZOIALM)
SLU_GEN / General / See Quality Assurance Office ()
SLU_HR / Human Resources / Security Officer –Carolee Patek (CPATEK)
SLU_PC / Position Control (HR) / Security Officer –Carolee Patek (CPATEK)
SLU_ST / Student / Security Officer – Ellen Weis (WEISET)
WF / WebFOCUS / Specific Access to Colleges for Reporting

See Appendix for a detailed list of classes and description

Banner Direct Object– Users may have access to a specific Banner form or process that is not included in a Class (See Appendix for some common forms):

WebFocus Role/Domain – The level of access and Dashboard domains that a user may access:

Level of Access:

  • User – Run reports written by others; access to WebFocus Library to retrieve report results.
  • Analytical User – Run reports written by others; create reports through the Dashboard; access to WebFocus Library to retrieve report results
  • Developer – Run/create reports in Dashboard; licensed to create reports through Dev Studio Tool; can use the WebFocus Report Caster Scheduler to schedule jobs; access to the WebFocus Library to save/retrieve report results
  • Reporting Object User – Finance only; coordination with BI Team
  • RC Batch ID’s – Generic Report Caster ID used to run scheduled jobs; must be created; coordination with BI Team

Domains:

Alumni Domains
  • Advancement Development Services
  • Advancement Directors
  • Advancement Division
/
  • Advancement Research
  • Alumni Relations - External
  • Annual Giving
  • Audit Services - Advancement
  • ODS – Alumni

Finance Domains
  • Finance Budget Development - Financial reports including the travel/trip reports and the account code summary. Annual budget process Reports.
  • Finance Development Domain – Reports used by B&F
  • Medical Center Finance – Reports used by MC Finance Office
  • Finance General Domain – Receiving dock employees who need to query PO’s numbers.
  • Finance Sponsored Programs – Reports used by Sponsored Programs
  • Finance Month End Reports – Reports used by B&F and MC Finance Office
  • ODS Finance - Operational Data Store where FI reporting is done off of static data and refreshed each night.

Human Resources Domains
  • Faculty Reports
  • Faculty Reports - Med School
  • Faculty Reports - Workflow
  • Faculty Reports – Graduate Education
  • HR Affirmative Action Office -
  • HR Benefits – Reports ran by the HR Benefits office only, which includes retirement, dental, medical and open enrollment activities.
  • HR Budget - Internal -
  • HR Consulting Client Services – Reports ran by HR Consulting Services only, which includes Performance and Disciplinary activities.
  • HR Decision Support
  • HR Development Domain–Human Resource and Payroll reports are created here.
  • HR External –Department designees can run Leave Balance reports on their employees (operates off HR security tables)
  • HR External Confidential –Department administrators can run HR Super Report which contains salary information on employees. Emergency Contact report is also referenced here.
  • HR General
  • HR Internal – Reports available for all HR employees to run.
  • HR Payroll Domain– Domain where all employee Payroll reports are located.
  • HR Prof Org Development – Reports ran by Professional & Organizational Development only, which includes PSA and DSA award reporting.
  • HR Security – Domain used to test security on external reports.
  • HR Vice President – HR Administrative reporting.
  • HR Information Services - Internal – Domain were HRIS specific reports are located.
  • HR Payroll Shared – Reports that are shared between HR and Payroll. Includes Tuition Taxation, Earnings reports, etc.
  • ITS Help Desk– Contains report were ITS helpdesk can verify employment.
  • ODS Human Resources – Operational Data Store where HR reporting is done off of static data and refreshed each night.
  • Salary Planner – Reports created for Budget Purposes.

Student Domains
  • Academic
  • Student Admissions Counselors
  • Student Admissions Processing
  • AIMS
  • Student Athletics
  • Department Chair Reports
  • Student Disabilities Services
  • Enrollment Management Information Systems
  • Student F01 Reports
  • Student F01 Reports_New
  • Graduate School Admissions
  • Graduate School Student
  • Student International Services
  • Student Law ABA
  • Student Law Admissions
  • Student Law Career Services
  • Student Law Finance
  • Student Law Grad
  • Student Law LLM
/
  • Student Law Registered
  • Madrid Campus
  • Med School Reports
  • Student Nursing
  • Nursing C E
  • ODS Student Reporting
  • ODS Student Training
  • OIR Reports
  • Parking and Card Services
  • Student Public Health
  • Student Registrars Office
  • Residence Life
  • School for Professional Studies
  • School of Public Health
  • School of Social Work
  • SIS Decommissioning
  • Social Work Domain
  • Student Data Check
  • Student Health Services
  • Student Life/Development
  • Student Professional Studies
  • Student 1818

Student Financial Services Domains
  • ODS - Financial Aid
  • Student Financial Services
  • Student Financial Services Report Development
  • Student Financial Services for Outside Offices
  • Accounts Receivable Financial Reconciliation

Misc Domains
  • Data Integrity - shared among all areas
  • ITS Jobs - ITS
  • Logical Access - shared among all areas
  • Survey DIG – ITS

Finance FOBPROF Information– Indicates specific security and functions granted to finance users.

Finance Security (FOBPROF) Identifiers
Self Service Finance – User may access Banner Finance Self Service menu (Operating Ledger Query, Encumbrance Query, Fund Balance Query, View Document, Approve Documents)
Master Fund – Users who have access to all fund numbers at the University. Access is Query, Posting, or Both (Query and Posting).
Master Orgn – Users who have access to all orgs at the University.
Access is Query, Posting, or Both (Query and Posting).
Self-Service Budget– Users who may access Banner Finance Self Service Budget Planner to enter and view data associated with the annual budget process.

Self-Service Role– Additional roles may be granted to a user to access Banner Self Service in different areas

Role / Banner Module / Description
eSeeIDO / Finance / Initiate requests to University Service departments and other inter-departmental transactions; query eSeeIDO documents; approve eSeeIDO documents (if applicable)
eSeeDPV / Finance / Initiate requests for disbursement of funds to external providers
UMG Tools / Finance / Enter and view projection data associated with the University Medical Group (SLUCare). Access to these screens requires approval by the Medical Center Finance Office.
eSeeUpload / Finance / Upload accounts payable transactions into eSeePay program (for feeding to Banner Finance)
eSeeRemit / Finance / Generate eSeePay transactions from Banner HR for garnishments, child support, etc

Human Resources Self-Service Role– Additional roles may be granted to a user to access Banner Self Service in different areas

Role / Banner Module / Description
ADJADMIN / HR / Allows users to view, create and edit faculty contracts
ALLCONTRACTS / HR / Allows users to view all contracts
ESEEPCON / HR / Allows access to Job information, Budget information, and Budget Variances.
HRMANAGER / HR / Allows departmental editing and query access to Salary Planner according to system security.
MASTERSALAPLANNER / HR / Allows total Administrative access to all Budgeting tools. Budget Office only.
EPAFADMIN / HR / Allows users to access the Self Serve EPAF process.

Finance Fund/Org Access

Fund/Organization Security - Query (Q), Posting (P), or Both (B)
Fund Access – Fund numbers that the user may access (if user does not have master fund access).
Org Access – Orgs that the user may access.

Workflow Name – Access to a specific Workflow in Banner –

Used by Student area for grade changes.

Axiom Group Desc – Indicates a specific group access to the axiom tool – Not

Extensively used.

Xtender Description – Access to the Banner companion document imaging system.

Xtender Group / Xtender Application Access / Description
General Finance / B-F-FOCS (Finance) / View Only
Finance Lead / B-F-FOCS (Finance) / View, Scan and Index
B-F-ID Lead / B-F-ID (Finance) / View, Scan and index W-9 info
Admissions Lead / SLUR+ (Recruitment +)
B-S-ADMIN (Admissions) / Scan, index, annotate
Admission Technical / SLUR+ (Recruitment +)
B-S-ADMIN (Admissions) / Select UA Staff that run export/import process from SLU R+ to B-S-ADMIN applications, view access to B-S-ADMIN
Admissions Scan / SLUR+ (Recruitment +) / UA Student Workers scanning and indexing, does not allow annotations or redactions
Admissions View / SLUR+ (Recruitment +) / View access. Primary use is by admissions counselor
Banner Student Admin Lead / B-S-ADMIN (Admissions)
SLUR+ (Recruitment +) / Scan, index, annotate _ primarily used by the graduate school
Banner Student Admin View / B-S-ADMIN (Admissions)
SLUR+ (Recruitment +) / View Only – primarily used by the Graduate School
B-S-ID View / B-S-S (student) / View insurance cards for students
B-S-ID Scan/Index / B-S-S (student) / Scan/index insurance cards for students
Human Resources / B-H-ID (HR) / Human resources
Provost Office / B-H-ID (HR) / View to specific document types defined for the provost. Scan and Index.
AH-SCAN / SLU-AH-AFFILIATIONS (Allied Health) / Scan affiliation agreements for AH
AH-VIEW / SLU-AH-AFFILIATIONS (Allied Health) / View affiliation agreements for AH
AX ADMIN - RESET BATCH / NONE / User that need to reset batch status
Provost Office / B-H-ID / Access to view provost documents in B-H-ID
Provost Scan/Index / B-H-ID / Access to scan, view and annotate provost documents in B-H-ID
B-H-ID PROVOST IMPORT IMAGES / B-H-ID / Allows auto index imports to the application
B-H-ID HR ANNOTATIONS / B-H-ID / HR Annotations
B-H-ID HR GENERAL / B-H-ID / HR View - General
B-H-ID HR BENEFITS / B-H-ID / Benefits Users
B-H-ID PAYROLL / B-H-ID / Payroll Users
B-H-ID HR GENERAL COUNSEL / B-H-ID / General Counsel Use
B-H-ID SCAN / B-H-ID / Scan Priveleges for ALL B-H-ID groups
ITS ADMIN / ALL / Full Access to ALL applications
Student Health View / B-S-ID / View Access
B-A-ALL SCAN / B-A-ID and B-A-IDGP / Scan Access
B-A-ALL VIEW / B-A-ID and B-A-IDGP / View Access
IT_SECURITY / ALL / Access to setuip new users and groups for all applications
B-A-ID-SCAN / B-A-ID / Read/Write access to Constituent Details
B-A-IDGP-SCAN / B-A-IDGP / Read/Write access to Gift Details
B-A-ID-VIEW / B-A-ID / Read access to Constituent Details
B-A-IDGP-VIEW / B-A-IDGP / Read access to Gift Details
B-R-ID VIEW / B-R-ID / View Access to Financial Aid Application
B-A-IDGP-LGCY-GIFT-VIEW / B-A-IDGP / View Access to legacy gifts ONLY
B-A-IDGP-LGCY-GIFT-SCAN / B-A-IDGP / Scan access - View access to Legacy gift ONLY
IT SUPPORT / B-G-ID / IT access to assist in troubleshooting and incident resolution

Operational Data Store (ODS) Self Service Reporting Templates

The Banner ODS contains current operational data formatted for easy ad-hoc reporting and includes report templates for popular commercial report-writing tools.

ODS Role / Application Access
SSR-ADMISSIONS-APPL / Gives access to ODS SSR Template for Admissions data
SSR-ADVISOR-STUD / Gives access to ODS SSR Template for Advisor data
SSR-ADV-PERS / Gives access to ODS SSR Template forAdvancement data
SSR-EMP / Gives access to ODS SSR Template forEmployee data
SSR-ENROLL-STUD / Gives access to ODS SSR Template forEnrollment data
SSR-FINAID-AWARD / Gives access to ODS SSR Template forFinancial Aiddata
SSR-GEN-LEDG / Gives access to ODS SSR Template forGeneral Ledgerdata
SSR-OPER-LEDG / Gives access to ODS SSR Template forOperatingLedgerdata
SSR-RECV-CUST / Gives access to ODS SSR Template forAccounts Receivabledata

APPLICATION MANAGER (APPWORX)– application automation and scheduling product for University data. Based on their roles, users have access to data in the following groups:

Appworx Group Name
Undergraduate Admissions
Student Financial Services
Position Control (HR)
Payroll (HR)
Advancement
Enrollment
Business & Finance
BlackBoard
Xtender (used in paperless graduate process)

HR ORGN

Shows what Departmental Organizations the user has access to. Please note in some cases this may be a range of departments.

Appendix A Banner Class Descriptions

Banner Class Name / Description
BAN_ADMIN_C / Banner Delivered Connect for Admissions
BAN_ALUMNI_C / Banner Delivered Connect for Alumni
BAN_ARSYS_C / Banner Delivered Access for Accounts Receivable
BAN_DEFAULT_C / Banner Delivered Connect
BAN_FINAID_C / Banner Delivered Connect for Student Financial Services
BAN_FINANCE_C / Banner Delivered Connect for Finance
BAN_GENERAL_C / Banner Delivered Connect for General
BAN_INTCOMP_C / Banner Delivered
BAN_KIOSK_C / Banner Delivered
BAN_MICRFAID_C / Banner Delivered
BAN_PAYROLL_C / Banner Delivered Connect for Payroll
BAN_POSNCT_C / Banner Delivered
BAN_POSNCTL_C / Banner Delivered Connect for Position Control (HR)
BAN_SHOWALLMENU_C / Banner Delivered Menus
BAN_STUDENT_C / Banner Delivered Connect for Student
BAN_STUVOICE_C / Banner Delivered
BAN_XTENDER_C / Banner Delivered Connect for Xtender
GENERAL,10/18/2007 / Banner Delivered
PXY_CHANNEL_LUMINIS / Banner Delivered Connect for Luminis
SLU_BAN_ALUMNI_QUERY_ALL / View to all alumni forms
SLU_BAN_ARSYS_QUERY_ALL / View to all any forms
SLU_BAN_STUDENT_QUERY_ALL / View Access to All Student Forms
SLU_BXS_EXTENDER / Xtender access class maintenance
SLU_BXS_EXTENDER_QUERY / Xtender access class query
SLU_CHANNEL / Channel access for single sign on
SLU_CSC_ACCESS / ITS Customer Support Center Class
SLU_FI_ACCOUNT_TEMP_TMISC_CREV / Cashiering Module (post cash receipts and close batch sessions)
SLU_FI_ACCT_BANK_RECON / Compilation of monthly bank data for reconciliation
SLU_FI_ACCT_CRT_NEW_FUND / Create new fund numbers/maintain existing fund number values;view FOAPAL values
SLU_FI_ACCT_CRT_NEW_GRNT_FUND / Create new grant fund numbers (project year fund); maintain existing grant fund
SLU_FI_ACCT_CRT_NW_GRT_FND_AGC / Create a new grant fund agency codes;maintain existing agency codes
SLU_FI_ACCT_DLT_JRNL_ENTRY / Enter/modify/delete journal voucher transactions; view listing of journal vouchers
SLU_FI_ACCT_ENTR_JRNL_VCHR / Enter/modify/delete journal voucher transactions; view encumbrance list; view list
of suspended journal vouchers
SLU_FI_ACCT_GL_QUERY / View general ledger (balance sheet) fund activity
SLU_FI_ACCT_IDO_TRNS_COR_RLTM / Enter/modify/delete IDO/Transaction Correction documents; view listing ofdocuments in suspense
SLU_FI_ACCT_QUERY_FTVFUND / Query fund number list
SLU_FI_ACCT_QUERY_FUND / Query fund and grant maintenance details.
SLU_FI_ACCT_QUICKFLOW / Create a quick flow sequence of forms
SLU_FI_ADITS_VIEW_ONLY / Query fund/org/account lists; query budget phase and operating budget values
SLU_FI_BASIC_NEEDS / Query fund/account summaries, transactions, encumbrance details, document history (FOIDOCH), open PO’s, and org/account/activity code values
SLU_FI_BASIC_NEEDS_QUERY / View document history (FOIDOCH) form
SLU_FI_BURSR_CSHR_USER / Perform cashiering functions includingposting of cash receipts and close of batch sessions
SLU_FI_BURSR_CSHRNG_SPR_USR / Perform cashiering functions; create/maintain detail category, payment type, and charge/payment source codes; maintain cashier roles
SLU_FI_DISB_AP_TRVL_QUERY / Query invoice/credit memo transactions, check payment history, vendor history, encumbrance activity, purchase orders by vendor, and requisition transactions
SLU_FI_DISB_BANK_RULE_CD / Create/maintain bank code rules
SLU_FI_DISB_CHK_CANCEL / Process check cancellation
SLU_FI_DISB_CHK_PROC / Process Accounts Payable check run
SLU_FI_DISB_CRT_GEN_ENCUMB / Create general encumbrance; maintain existing encumbrances
SLU_FI_DISB_DESIGN_CONST_QUERY / Query invoice/credit memos and vendor history (users are Design and Construction employees)
SLU_FI_DISB_DIR_DEPOSIT / Create direct deposit records; maintain existing direct deposit records
SLU_FI_DISB_DISC_MAINT / Create vendor discount codes; maintain existing vendor discount codes
SLU_FI_DISB_ENCUMBRANCES / Open/close purchase order encumbrances
SLU_FI_DISB_GLB_FUND_ACC_INQ / Query check payment history, invoice/credit memo details, fund/account summaries, posted documents, transaction details, purchase orders by vendor, vendor maintenance details
SLU_FI_DISB_HSCF_FUND_ACC_INQ / Query invoice/credit memos, vendor history, and posted documents (users are MC Finance employees)
SLU_FI_DISB_INV_CANCL / Process invoice/credit memo cancellation
SLU_FI_DISB_INV_CREATE / Create Accounts Payable invoice; view vendor history and vendor maintenance details
SLU_FI_DISB_ONL_CHK / Process on-line (real time) Accounts Payable checks
SLU_FI_DISB_RECURR_PMT / Create recurring Accounts Payable payments
SLU_FI_DISB_REQ_CANCEL / Process a purchase requisition cancellation
SLU_FI_DISB_TREAS_QUERY / Query vendor detail history (users are Treasury & Investments employees)
SLU_FI_DISB_VEND_TYPE_MNT / Create vendor type codes; maintain existing vendor type codes
SLU_FI_DISB_VNDR_MNT / Create new vendors; maintain existing vendors
SLU_FI_DISB_VNDR_MNT_INQ / Query vendor maintenance details
SLU_FI_DISB_MCFIN_FOATEXT / Add text to Banner Finance documents, including eSeeDPV.
SLU_FI_FGRORGH_ORG_HIERARCHY / Generate organization hierarchy report
SLU_FI_FI_FABCHKZ / Process zero net check run
SLU_FI_FI_FWPAMEX / Create Amex T&E card remittance file
SLU_FI_FINPLN_BUDGET_MAINT / Perform budget build/roll processes
SLU_FI_FINSRV_AMEX_REMIT / Create Amex T&E card remittance file
SLU_FI_FINSRV_CRT_ACTV_CD / Create activity codes; maintain existing activity codes
SLU_FI_FINSRV_CRT_APVL_QUEUE / Create approval queue routing and maintenance records; maintain existing records
SLU_FI_FINSRV_CRT_FND_ATTR_SET / Create fund/account code attributes; maintain existing attribute values
SLU_FI_FINSRV_CRT_NEW_ACCT / Create new account codes; maintain existing account codes
SLU_FI_FINSRV_CRT_ORGNZTN_CD / Create new org codes; maintain existing org codes
SLU_FI_FINSRV_CRT_SHP_ADDR / Create purchasing ship to addresses; maintain existing ship to addresses
SLU_FI_FINSRV_EST_FND_ORG_SEC / Establish Banner Finance user profiles and associated fund/org security; maintenance of same
SLU_FI_FZPPRUN / Process Amex travel accounting feed
SLU_FI_GRANTS_MCMAHON / Query grant fund information (user is Chris McMahon in Research Compliance)