Approving A Banner Security Change Request (How-to)

Summary

Guide for approving a Banner Security Change Request.

Body

For each Banner Security Change Request submitted, approvals must be gathered from the user's Supervisor and the module's Data Custodian.

1. Supervisor Approval

If the supervisor is submitting a request on behalf of their employee, an implicit approval is granted and this step will be skipped.

1. Approve User Security Change 

  1. All changes to any user's security requires a supervisor's approval. You will receive an email with a link to the request. Review the request as it is listed on the page.
  2. Security Reports are available for you to review their current access and any requested access.
  3. Approve the request by clicking on the appropriate radio button.
  4. Click Submit.
Review and Sign off on Supervisor Approval

2. Deny User Security Change. 

  1. All changes to any user's security requires a supervisor's approval. You will receive an email with a link to the request. Review the request as it is listed on the page.
  2. Security Reports are available for you to review their current access and any requested access.
  3. Deny the request by clicking on the appropriate radio button.
  4. Provide a Denial Reason.
  5. Click Submit.
Review and Deny Access Request
 
 

2. Data Custodian Approval

Data Custodians will receive an email when a request is waiting for their review. A reminder email will be sent every two days until the request is either approved or denied.

1. Deny User Security Change. 

  1. Click on the link you received in the email notification.
  2. Click CLAIM TASK at the top of the page.
    1. If you do not do this, you cannot submit the form and will be forced to re-enter your information

Log Into ProcessMaker

  1. Review the Request Details.
  2. Deny the request by clicking on the appropriate radio button.
  3. Provide a Denial Reason.
  4. Click Submit.
 
Deny Request

2. Approve User Security Change. 

  1. Click on the link you received in the email notification.
  2. Click CLAIM TASK at the top of the page.
    1. If you do not do this, you cannot submit the form and will be forced to re-enter your information

Log Into ProcessMaker

  1. Review the Request Details.
  2. Approve the request by clicking on the appropriate radio button.
  3. Click NEXT.

Approve Request

  1. Review the Security Reports to determine the correct security class(es) to approve.
  2. Using the drop down, select one or more security class(es) to approve.
  3. Training is optional for individual modules, but is required for New Users. Choose the appropriate Training option.
  4. Click SUBMIT.
 
 
 
Choose classes and submit
 

Details

Details

Article ID: 147142
Created
Tue 10/11/22 12:32 PM
Modified
Fri 8/9/24 3:10 PM