1. Session Overview Web for Employee Security Review of Chart of Accounts Banner Web Features Create Personal Query

2. 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

3. 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

4. Chart of Account Review Rose-Hulman Chart is “2” Chart Elements: F-Fund O-Organization A-Account P-Program A-Activity L-Location

5. 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

6. 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

7. Chart Hierarchy Account ultimately “rolls up” to account type 73Supplies and Materials (Account Type) 630Supplies and Materials 6310 Office Supplies 6330 Laboratory Supplies

8. 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

9. 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

10. Creating Queries Two types of queries Budget Status by Account Code (eg. 6310) Organizational Hierarchy- returns summarized data by organization code

11. 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

12. 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

13. 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

14. 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