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Purpose:
"How To" steps to get started with Requesting Banner Fund and/or SU Express Access
Intended Audience:
Faculty and Staff
Getting Started: Please follow the steps below:
- Begin at the Winston Salem State University Homepage.
- Click on the Faculty & Staff link
- Click the RAMTech icon.
- Click on Sign In in right top corner
- Sign in using your network credentials
- Click on Submit A Ticket
- Click on Banner Support & WebFOCUS
- Click on Banner Support
- Click on Request Access to Banner
- Click on Request Banner Access
- Complete form
- Select one of the following for Please select the action to take place:
- Modify User Active Banner Finance User
- Add New User Inactive Banner Finance User.
- Delete User Remove as a Banner Finance User
- Select the options for Environment Access Requested below:
- Select the Requested Module: (one or multiple modules can be check if needed) In most cases you will not need to Finance Module checked unless you are adding a New User.
- Finance Adding a role to your Banner Access
- Finance Fund (s) Access Needed Request Access to Funds
- Finance – SU Express Needed Request Access to SU Express
- Select the following for Finance Fund role or SU Express role if needed:
- Identify all the funds you need access to.
- Provide any other information or Special Instructions for Fund Access or SU Express in the box provided
- If you selected New User - Fill out Banner INB Confidentiality Statement Agreement and Click Request
If you selected Modify User (No Agreement will appear)– Click Request
At this point, it will follow the Approval Workflow.
Requestor - Supervisor, Finance Module Manager, and then to OIT for processing.
Request on behalf of someone else - Requestor’s Name, Supervisor, Finance Module Manager, and then to OIT for processing.
Please note this process may take up to 2 weeks pending how soon each approver approves. Notification emails are sent to each approver per approval step.