Session Overview
Web for Employee
Security
Review of Chart of Accounts
Banner Web Features
Create Personal Query
Security Overview
Data is housed in Oracle
Uses an encrypted web session (https://)
connection which provides for safe log in
and log out
Uses kerberos security (no one can
pretend to be you)
Fund and organization security is tied to
kerberos security so you have a unique
profile
Security Overview
Product is rather “paranoid”
Logs user off after a certain time
Does not allow user to have more than one
session at any given time
Product is developed by SCT, is widely
used, and has been tested in many
environments
Contact Kevin Davidson if you have more
security concerns or questions
Chart of Account Review
Rose-Hulman Chart is “2”
Chart Elements:
F
O
A
P
A
L
-Fund
-Organization
-Account
-Program
-Activity
-Location
Chart of Accounts
Hierarchy
Fund ultimately “rolls up” to Fund Type
11 (Fund Type)
100 Current Unrestricted Fund
1100 Operations
1200 Designated Fund
12XXX Dept. Designated Fund
Chart Hierarchy
Organization code rolls up to responsible
Vice President
900 Vice President
901 Department of Fine Arts
9001 Fine Arts Salary
9002 Fine Arts Non-Salary
9003 Fine Arts Grant Contract
Chart Hierarchy
Account ultimately “rolls up” to account
type
73 Supplies and Materials (Account Type)
630 Supplies and Materials
6310 Office Supplies
6330 Laboratory Supplies
Banner Web Features
RHIT to implement:
Web for Student
Web for Employee
Web for Faculty
Web for Employee Features
Benefit and Payroll Information
Financial Services
Financial Services
Features
Create your own query
Account balances are “real-time”
Allows user to:
access Institute and grant/contract budgets
download data to spreadsheet
review transaction detail
build comparative data queries
Creating Queries
Two types of queries
Budget Status by Account Code (eg. 6310)
Organizational Hierarchy- returns
summarized data by organization code
Three Steps to Create Query
1. Select type of query
2. Select columns to display
(See STEP TWO in handout)
3. Select parameters for your query (chart,
fiscal year, fiscal period, & either organization or grant
code required)
You have the option of saving query at step 2 or 3
Grant and Contract Variances
Security Issues
In addition to fund code, each grant has a
grant number
Grant number contains prefix to designate
department (see list attached to handout)
User can retrieve grant number by utilizing
look-up feature
Grant and Contract Variances
To retrieve all grant expense, leave
organization code blank
Budget data returned “Year to Date” is
grant or contract inception to date
Grant and Contract variances are
highlighted in green font in handout
Tips
Use “Quick Links” on RHIT web pages to log-on
Required parameters
Chart of accounts “2”
Fiscal year
Fiscal period
Either grant code or organization code
For current balance be sure to choose current
fiscal period
Utilize look-up feature
Save downloaded data in secure location