Digital Banner Access Request (BAR) Form Instructions

1. Provide User Information

Fill out all required fields (marked with an asterisk *), including:

  • Legal Name *
  • Phone Extension *
  • Campus ID Number *
  • Department *
  • SFA Email (if assigned)
  • mySFA Username (if assigned)
  • Actual SFA Job Title (include level, e.g. "Acctg Clk II") *

2. Identify the Request Type

Must indicate whether this is a new user who has never used Banner before or a current user who has/had Banner access. 

  • New User: select if the individual has never had Banner access
  • Modify Current User: select if the user already has access but needs changes (e.g. new duties, department transfer)
  • Is this user a student employee: select Yes or No if this is a student employee, including graduate assistants
  • Does this access model another employee: check either yes Yes or No (this is only used as a reference for the Data Owner. Access must be checked on the form below to submit)

3. Select Access Areas

Check the boxes within each area that correspond with the access being requested. Some boxes will expand to show additional information. Each section has an 'Other' box to allow the submitter to include more detailed information about the access being requested. 

Access Areas Include:

  • Finance
  • Procurement
  • Student Accounts Receivable
  • Payroll
  • Human Resources
  • Student Records
  • Student Advising
  • Strategic Analytics & Institutional Research
  • Graduate Admissions
  • Orientation
  • Undergraduate Admissions
  • Financial Aid
  • Information Technology

Perceptive Content (ImageNow)

  • Submitter must enter a previous or current employee to model who has/had the access needed

AppManager

  • ​​​​​​​Submitter must enter a previous or current employee to model who has/had the access needed

WebFocus

  • A drop down will appear with all WebFocus portals listed by area: check all that apply

mySFA/SSB Roles

  • Check all that apply

Other

  • This is an unlimited character box that allows the submitter to list more detailed information about the requested access. Please use this for any specific information that you would like to convey to the Data Owner to help them when approving access. 

Checkbox 'Check here once all selections have been made'

  • Once this box is checked, all access that was not checked above will disappear from the form. If you need to make changes to the form, uncheck this box and everything will reappear
  • If this box is checked and no boxes are checked on the form, you will receive an error message. 

Department Head Information

  • Enter the full name and email address of the department head that will sign off on the requested form.
  • This must be done accurately in order for the form to be routed correctly for signature.

Required Signatures and Approvals

  • The Submitter (request initiator) must sign and date the form. Click Submit Form or Save Progress to return to the form later. Once submitted it will be sent to the Department Head. 
  • Department Head must approve the request. Once submitted it will be sent to IT Security.
  • IT Security will route requests to the Data Owner(s) as appropriate based on the access requested.
  • Data Owners will approve or deny requests as appropriate based on departmental need and in accordance with SFA policy. 

DynamicForms User Portal

Located in mySFA > Finance > Budget & Finance or by clicking this link. 

When logged in to home screen of DynamicForms would will see any docuemnts that require signature/approval.

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