Conducting Banner Access Review (How-to)

A Banner Access Review is automatically started when the Human Resources Department approves an Employee Status Form (ESF) for a Change to an employee's department or position number. This task is to ensure that any access to Banner that the employee has is reviewed to verify that it is still needed in the new department or position. If it is not, then appropriate action needs to be taken to reduce the access to Banner.

1. Conducting A Banner Access Review

1. Access the Banner Access Review Task

Once an employee's ESF is approved by HR, a new process is created within ProcessMaker to conduct this review. If the employee has access to Banner, that access MUST be reviewed. The person who submitted the original ESF will receive an email that contains a link to their task list within ProcessMaker. You may also visit your task list here.
Access your task list and click on the task that is assigned to you.
1. The task name will start with DSR and include the type of ESF Change and name, such as DSR Position Change Joe Schmoe

2. Conducting Banner Access Review

Review the user details and available security reports using the links provided on the task page.
1. Optionally: reassign the task to another person using the Reassign button
If no changes are needed, toggle the I have reviewed the Banner access...no changes are needed at the time to on. Click Submit
If changes are needed, click Request Details
Select one or more modules from which to remove access
1. Use the + button to add more than one module
Provide a thorough description of what the employee no longer needs access to
1. A thorough description is required to assist the Data Custodian in identifying the correct Security Class to revoke
Click Submit

Reassign Task

2. Next Steps

After submitting the Banner Access Review, a new Banner Security Change Request will be created for each of the modules you selected in step 2.4 above. Each one will proceed independently of the others and the employee's supervisor will be required to approve each request.