Digital Banner Access Request (BAR) Form Instructions

Digital Banner Access Request (BAR) Form Instructions

The Digital Banner Access Request (BAR) form is used to request new access, modify existing access, or remove access to Banner and related systems. Requests are reviewed and approved in accordance with University policy and data ownership requirements.

1. Provide User Information

Complete all required fields (marked with an asterisk *) on the form, 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

Indicate whether the request is for a new user or an existing Banner user.

• New User: Select if the individual has never had Banner access.
• Modify Current User: Select if the user already has access and needs changes (for example, new duties or a department transfer).
• Is this user a student employee: Select Yes or No for student employees, including graduate assistants.
• Does this access model another employee: Select Yes or No. This field is for reference only; access must still be explicitly selected below.

3. Select Access Areas

Select the checkboxes that correspond to the access being requested. Some selections will expand to display additional options. Each section includes an Other field for additional detail.

Banner Access Areas

• 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)

• Enter a previous or current employee to model who has or had the required access.

AppManager

• Enter a previous or current employee to model who has or had the required access.

WebFocus

• Select the applicable WebFocus portals from the dropdown list.

mySFA / SSB Roles

• Select all roles that apply.

Other

• Use this field to provide additional details to the Data Owner. This information helps reviewers make accurate approval decisions.

Finalize Selections

• Check “Check here once all selections have been made” to lock in selections.
• If no access is selected, the form will generate an error.
• Uncheck the box to make changes if needed.

Department Head Information

• Enter the full name and email address of the Department Head approving the request.
• Accurate information is required for proper routing and signature.

Required Signatures and Approvals

• Submitter: Signs and dates the form, then submits it.
• Department Head: Reviews and approves the request.
• IT Security: Reviews and routes the request to Data Owners.
• Data Owners: Approve or deny access based on business need and policy.

DynamicForms User Portal

The DynamicForms User Portal is available in mySFA > Finance > Budget & Finance or by visiting sfasu.dynamicforms.com.

When logged in, users will see any documents requiring their signature or approval.

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