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FGSR Banner Workflow Demo.

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Presentation on theme: "FGSR Banner Workflow Demo."— Presentation transcript:

1 FGSR Banner Workflow Demo

2 Introduction New project to automate graduate student requests using Banner Workflow. Objective: to electronically share documents between FGSR and the faculties/departments/units involved and to automate the flow of reviews and approvals for various processes as well as to send automatic notifications where applicable. Phase I of the project: Requests to Transfer; Program Extension; Voluntary Withdrawal; Leave of Absence; Program Changes and Progress Reports.

3 Self Service Portal for Students

4 Graduate Student Requests Page

5 1. Transfer Request

6 2. Program Extension

7 3. Progress Reporting

8 4. Voluntary Withdraw

9 5. Leave of Absence

10 6. Program Change

11 Student Tracking Online

12 at every stage of the workflow

13 Note: You will only see a request at the stage you are assigned

14 Review

15 changes at each step

16 The comments of the previous approver(s) will be displayed

17 FGSR Dean Review

18 FGSR Staff FGSR Staff have a few steps upon receiving a students request: Banner Updates Select a Letter Template Proof the Letter Template and Complete the Workflow

19 Proofing the letter template

20 Upon completion of the workflow and e-mail will be sent to the student
Upon completion of the workflow and will be sent to the student. They can then log in to Self Service and view the status of their request and a letter pertaining to their request. 20

21 Thank you


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