Session OverviewSession OverviewWeb for EmployeeWeb for Employee

SecuritySecurity

Review of Chart of AccountsReview of Chart of Accounts

Banner Web FeaturesBanner Web Features

Create Personal QueryCreate Personal Query

Security OverviewSecurity Overview

Data is housed in OracleData is housed in OracleUses an encrypted web session (https://) Uses an encrypted web session (https://) connection which provides for safe log in connection which provides for safe log in and log outand log outUses kerberos security (no one can Uses kerberos security (no one can pretend to be you)pretend to be you)Fund and organization security is tied to Fund and organization security is tied to kerberos security so you have a unique kerberos security so you have a unique profileprofile

Security OverviewSecurity Overview

Product is rather “paranoid”Product is rather “paranoid”Logs user off after a certain timeLogs user off after a certain time

Does not allow user to have more than one Does not allow user to have more than one session at any given timesession at any given time

Product is developed by SCT, is widely Product is developed by SCT, is widely used, and has been tested in many used, and has been tested in many environmentsenvironments

Contact Kevin Davidson if you have more Contact Kevin Davidson if you have more security concerns or questionssecurity concerns or questions

Chart of Account ReviewChart of Account Review

Rose-Hulman Chart is “2”Rose-Hulman Chart is “2”Chart Elements:Chart Elements:

FF -Fund-FundOO -Organization-OrganizationAA -Account-AccountPP -Program-ProgramAA -Activity-ActivityLL -Location-Location

Chart of AccountsChart of AccountsHierarchyHierarchy

Fund ultimately “rolls up” to Fund TypeFund ultimately “rolls up” to Fund Type

11 (Fund Type)11 (Fund Type)

100 Current Unrestricted Fund100 Current Unrestricted Fund

1100 Operations1100 Operations

1200 Designated Fund1200 Designated Fund

12XXX Dept. Designated Fund12XXX Dept. Designated Fund

Chart HierarchyChart Hierarchy

Organization code rolls up to responsible Organization code rolls up to responsible Vice PresidentVice President

900 Vice President 900 Vice President

901901 Department of Fine Arts Department of Fine Arts

9001 Fine Arts Salary9001 Fine Arts Salary

9002 Fine Arts Non-Salary9002 Fine Arts Non-Salary

90039003 Fine Arts Grant Contract Fine Arts Grant Contract

Chart HierarchyChart Hierarchy

Account ultimately “rolls up” to account Account ultimately “rolls up” to account typetype

7373 Supplies and Materials Supplies and Materials (Account Type)(Account Type)

630630 Supplies and MaterialsSupplies and Materials

6310 Office Supplies6310 Office Supplies

6330 Laboratory Supplies6330 Laboratory Supplies

Banner Web FeaturesBanner Web Features

RHIT to implement:RHIT to implement:

Web for StudentWeb for Student

Web for EmployeeWeb for Employee

Web for FacultyWeb for Faculty

Web for Employee FeaturesWeb for Employee Features

Benefit and Payroll InformationBenefit and Payroll Information

Financial ServicesFinancial Services

Financial Services Financial Services FeaturesFeatures

Create your own queryCreate your own query

Account balances are “real-time”Account balances are “real-time”

Allows user to:Allows user to:accessaccess Institute and grant/contract budgetsInstitute and grant/contract budgets

download data to spreadsheetdownload data to spreadsheet

review transaction detailreview transaction detail

build comparative data queriesbuild comparative data queries

Creating QueriesCreating Queries

Two types of queriesTwo types of queries

Budget Status by Account Code (eg. 6310)Budget Status by Account Code (eg. 6310)

Organizational Hierarchy- returns Organizational Hierarchy- returns summarized data by organization codesummarized data by organization code

Three Steps to Create QueryThree Steps to Create Query

1.1. Select type of querySelect type of query

2.2. Select columns to displaySelect columns to display(See STEP TWO in handout)(See STEP TWO in handout)

3.3. Select parameters for your query Select parameters for your query (chart, (chart, fiscal year, fiscal period, & either organization or grant fiscal year, fiscal period, & either organization or grant code required)code required)

You have the option of saving query at step 2 or 3 You have the option of saving query at step 2 or 3

Grant and Contract VariancesGrant and Contract Variances

Security IssuesSecurity Issues

In addition to fund code, each grant has a In addition to fund code, each grant has a grant number grant number

Grant number contains prefix to designate Grant number contains prefix to designate department department (see list attached to handout)(see list attached to handout)

User can retrieve grant number by utilizing User can retrieve grant number by utilizing look-up featurelook-up feature

Grant and Contract VariancesGrant and Contract Variances

To retrieve all grant expense, leave To retrieve all grant expense, leave organization code blankorganization code blank

Budget data returned “Year to Date” is Budget data returned “Year to Date” is grant or contract inception to dategrant or contract inception to date

Grant and Contract variances are Grant and Contract variances are highlighted in green font in handouthighlighted in green font in handout

TipsTips

Use “Quick Links” on RHIT web pages to log-onUse “Quick Links” on RHIT web pages to log-onRequired parametersRequired parameters

Chart of accounts “2”Chart of accounts “2”Fiscal year Fiscal year Fiscal periodFiscal periodEither grant code or organization codeEither grant code or organization code

For current balance be sure to choose current For current balance be sure to choose current fiscal periodfiscal periodUtilize look-up featureUtilize look-up featureSave downloaded data in secure locationSave downloaded data in secure location