Banner 9 Access Guide/Forms for Employees, Vendors, and Advisors

Intended Audience: Faculty

Summary

This article provides detailed instructions on how to gain access to Banner 9 for different types of users, including employees, vendors/contractors/non-PVAMU employees, and Panthertracks advisors. It outlines the problem, solution, and steps required for each user type to ensure a smooth and efficient access process.

Problem

Customers often face difficulties in understanding the specific steps required to gain access to Banner 9 based on their role within the organization. This can lead to delays and confusion, impacting productivity and efficiency.

Solution

This article aims to clarify the access process for different user types by providing a clear and concise guide. By following the steps outlined below, users can ensure they have the necessary access to perform their job duties effectively.

Steps

For Employees:

1. The supervisor will work with the appropriate Information Owners to determine the necessary access classes for the employee.
2. The supervisor must complete the Banner Account Request Form, ensuring all information is accurate and complete.
3. The employee must provide a copy of their TrainTraq transcript showing completion of FERPA and Information Security Awareness training. This document must be attached to the Banner Security Access Form.
4. Once the form is processed, both the employee and supervisor will be notified.
5. The employee must attend the Banner Navigation Training, held monthly. Special training sessions can be scheduled if necessary, and departments can conduct their own training, provided they submit a copy of the Training Acknowledgement form.

For Vendor/Contractor/Non-PVAMU Employee:

1. The individual must complete the Special Purpose AD Account request form, with the sponsoring department acting as the sponsor.
2. The sponsoring department will work with the appropriate Information Owners to determine the necessary access classes.
3. The sponsoring department must complete the Banner Account Request Form.
4. The individual will receive information from EVERFI to complete FERPA and Information Security Awareness training.
5. Once the form is processed, the sponsoring department will be notified and can train the individual on the required tasks.

For Panthertracks Advisor Access:

1. The employee’s supervisor or the sponsoring department head (for vendors/contractors) must complete the Panthertracks Advisor Request Form.
2. Advisor access is initially given to tenure and tenure-track faculty members upon their employment at the university.
3. The supervisor must ensure all information is accurate and complete.
4. The supervisor will work with the Registrar to assess if Advisor access is needed.
5. The employee must provide a copy of their TrainTraq transcript showing completion of FERPA and Information Security Awareness training. This document must be attached to the Panthertrack Advisor Access Form.
6. If access is approved:
   • For current faculty members, access will be granted immediately, and the supervisor will be notified.
   • For non-teaching staff, the supervisor will be notified and asked to schedule Panthertracks Navigation Training for the user.

User Access

• Banner Account Request Form (New)

Role Specific Access

• Academic College/Department – Dean 
• Academic College/Department – Dean’s Administrative Assistant 
• Academic College/Department – Department Head/Administrative Assistant
• Athletic Compliance Academic Advisors

Class Access

• Banner Security Class Maintenance Form

Panthertracks Advisor/Degree Works Access

• Panthertracks Advisor/Degree Works Access Request

Banner Document Management System (BDMS)

• Banner Document Management Access Request

Banner Training Acknowledgement

• Department Training Acknowledgement (To be completed if the training was conducted by the department)

Banner “New” Hold Code Request

• Banner New Hold Code Request Form

Banner Project Requirements & Approval Form

If you have a Banner related project that needs to be initiated, please visit https://www.pvamu.edu/itgc/project-management/ to determine the complexity of the project. You will then be redirected to submit the project for approval by the governance committee. 

Information Owners

• Academic [REG] – Tina Montgomery and Sarina Willis
• Accounts Receivables [AR] – Equilla Jackson and Martha Ewane
• Admissions [ADM] – Hugh Durham and Lenice Brown/Sarina Willis
• Advancement/Alumni [ADV] – Sue Sampleton
• Financial Aid [FAID] – Charlene Ervin and Joy Thomas
• Institutional Research [IRE] Dean Williamson and Ginger Phillips
• Recruitment [RECRUIT] – Mark Pearson and Sarina Willis
• Texas Success Initiative [TSI] – John Gardner and Wylene Miles
• Information Resources [CITE] – Ralene Berry

Banner 9 works on all major web browsers, including Chrome, Firefox, Internet Explorer, and Safari, with Chrome being the recommended browser for optimal performance. Users are advised to clear their browser cache if they experience any issues and avoid using incognito or private browsing mode. Access to the system is controlled by administrative offices, and users must have a business need to access specific records

There are two instances of Banner information, PROD and TEST. PROD has current/up to date information and TEST has the previous days data and is used mainly for testing of forms and processes.

Please read before log-in

This system is for the use of authorized users only. Individuals using this computer system without authority, or in excess of their authority, are subjected to having all of their activities on this system monitored and recorded by system personnel. In the course of monitoring individuals improperly using this system or in the course of system maintenance, the activities of authorized users may also be monitored. Anyone using this system expressly consents to such monitoring and is advised that if such monitoring reveals possible evidence of criminal activity, system personnel may provide the evidence of such monitoring to law enforcement officials.

Banner PROD

Banner TEST