1. The employee must complete the required Banner Basic Navigation course (as outlined above).

2. The employee or fiscal administrator will need to submit a ticket in the RamCentral ticketing system to request access to Banner Finance, following the steps outlined below.

   1. The fiscal administrator or supervisor will go to go.vcu.edu/ramcentral to begin the ticket process.

   2. Select the VCU IT Self Service role and enter the IT Portal.

   3. Click Submit a Request.
      
      
   4. Under the Filter Options on the left side of the page, click the Administrative & Business Resources section. 
      
      
   5. Select Finance Systems to view Banner-related requests.

   6. Select the Request/Modify Banner Finance Account request and fill out the ticket.

• • • By selecting "Is this "or somebody else?" then entering the name of the individual under "Who is t "is a request for (customer)?", the ticket will be assigned under that individual.
      
      
    • "Department Access Needed should be filled out to include the department name, number, or subdepartment number.
      
      
    • Please use the checkboxes to select the request types needed for this individual. 
    • Use the "Description" box to include any details, or the upload function to include any attachments that would be helpful with the request. 
      
      
    • When finished, click "Review & Submit." 

1. Once the ticket is submitted, you will receive instructions via email on the Banner Finance training courses you need to complete. These are not self-enrollment courses. The security team will enroll you in the required courses. You will have two weeks to complete the training.

2. Once you have completed the training with 100%, reply to the training email to notify the security team. Once this notification is received, access to Banner Finance will be granted.

For additional resources and job aids, go toBanner Finance job aids.

Banner login

Banner Finance training courses

Banner Finance security levels have different training requirements. Users will be enrolled in the required Canvas courses after the ticket is submitted. These are not self-enrollment courses. 

• Course Name: TRAIN 201 - Mandatory Fiscal Training: Fiscal Responsibilities and Internal Controls

  Description: Overviews internal controls. Required for all Banner Finance users.

• Course Name: TRAIN 202 - Banner FOAPAL-Forms-Transactions

  Description: Overviews budget entries, journal vouchers, cash receipts, and encumbrance removals. Required for entry or approval access.

• Course Name: TRAIN 204 - Banner Fixed Assets

  Description: Overviews the responsibilities and resources for fixed asset custodians. Required for fixed asset custodians.

• Course name: TRAIN 205 - SAS Enterprise Guide Training for Banner Finance ODS

  Description: Overviews the VCU data warehouse for ad-hoc reporting. Required for Banner Finance access to the data warehouse