General Banner Access

Summary

Access to Banner applications at UL Lafayette is primarily handled through the ULink portal and specific access request processes managed by the IT Service Desk. Banner is an Enterprise Resource Planning (ERP) system that manages various university functions, including student, financial, and human resources data.

Body

Access to Banner applications at UL Lafayette is primarily handled through the ULink portal and specific access request processes managed by the IT Service Desk. Banner is an Enterprise Resource Planning (ERP) system that manages various university functions, including student, financial, and human resources data.


Here's a breakdown of how to generally gain access and where to find more information:

1.  ULink Portal:

  • Your primary access point: ULink is the university's portal and the main way to access most Banner functions and related applications. You'll log in with your ULID and password.
  • Self-Service Banner (SSB): Many common Banner functions (like viewing your budget, transactions, or submitting timesheets) are available through Self-Service Banner (SSB), which is accessible via ULink. Look for the "Budget and Finance" or "Employee" tabs, and specific cards like "Time Entry."
  • General Access Request: The "General Access Request" form is for non-specific access to various Banner applications or processes.  All requests require supervisor or Department Head approval as well as the data steward of the data set requested.

2.  Requesting Specific Access:

  • Finance Access: If you need access to Banner Finance for tasks like requisition entry, viewing budgets, or approving documents, you'll need to submit a specific request.
  • Form: There's an "Finance Access Request" form available through the IT Service Desk.
  • Approval: All requests require approval from your Department Head or Supervisor and the Data Steward of the data set you're requesting access to.
  • Information Needed: You'll typically need to provide your name, ULID, phone number, department, supervisor's name, email, and phone number. You'll also specify the type of access (e.g., "Query," "Posting," or "Query & Posting") and list the specific Funds and Organization Codes (ORGNs) for which access is needed.
  • Other Banner Access: For other types of Banner access (e.g., Banner 9 Application Navigator, Advising access, Student Success Manager), there are often separate access request forms on the IT Service Desk website.

3.  IT Service Desk:

  • Your central resource: The IT Service Desk is your go-to for all IT-related questions and assistance, including Banner access.
  • Contact Information:
    • Phone: 337-482-HELP (4357)
    • Email: ithelp@louisiana.edu
    • In Person: Stephens Hall, Room 110
  • Website: The IT Service Desk website is a valuable resource with online help forms, FAQs, and tutorials.

4.  Training Materials:

  • ULink & Banner Tutorials: The IT Service Desk website provides ULink and Banner tutorials, including guides for faculty, staff, and students on navigating Banner, entering grades, managing advisement, and more.
  • Office of Purchasing: For requisition entry and related finance functions, the Office of Purchasing also has Banner training information available.
  • Registrar's Office: The Registrar's Office offers Banner training materials, particularly for student-related functions and administrative tasks.

Key points to remember:

  • ULID and Password: Your ULID and password are essential for accessing ULink and, by extension, most Banner applications.
  • Supervisor/Department Head Approval: Most access requests, especially for sensitive data like financial information, will require approval from your supervisor or department head.
  • Data Steward Approval: For certain data sets, approval from the Data Steward is also necessary.
  • Be Specific: When requesting access, be as specific as possible about the type of access you need and the funds/organizations involved.

Details

Details

Article ID: 20320
Created
Wed 5/28/25 8:20 AM
Modified
Wed 5/28/25 8:36 AM