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McGill.CA / Banner for administrative staff

Banner Setup

This page outlines the required steps to obtain access to Banner systems.

Access to Banner systems is granted only after both of the following steps are completed:

Step 1 – Complete Required Training
Complete the training associated with the system you will be using.

Step 2 – Submit the Authorization Form (if required)
Complete and submit the appropriate authorization form for your requested access level.

Access will not be provisioned until all applicable training and authorization requirements have been fulfilled.

Select the system below to view the different requirements:

Banner Admin Pages

Step 1: Complete the following course: 

Step 2: Complete and submit the following authorization forms:

  • No authorization forms needed

Banner INB Forms

Step 1: Complete the following course: 

Step 2: Complete and submit the following authorization forms:

  • No authorization forms needed

Financial Information System

Step 1: Complete the GEN 300 - Banner Introduction course

Step 2: Complete one of the following FIS courses:

For Budget: Complete the following courses:

FIS Budget module(s):

  • Maintenance: BUD 314
  • Distribution: BUD 320

Step 3: Complete and submit the following authorization forms:

Student Information System (SIS)

Step 1: Complete the GEN 300 - Banner Introduction course

Step 2: Complete the following courses:

Step 3: Complete and submit the following authorization forms:

  • Go to the SIS Authorization Forms web page, click on the authorization form, and log in with your McGill credentials. Note: This also provides access to the SIS Data Warehouse but not to Student Accounts.
  • See also SIS access removal form

Accounts Receivable system (for Student Accounts & Finance AR)

Step 1: Complete the GEN 300 - Banner Introduction course

Step 2: Complete the following courses:
Student Accounts access for:
Query: OLC - SIS 394
Update: OLC - SIS 394 and OLC - SIS 301

Finance AR: One-on-one training with Accounts Receivable Supervisor

Step 3: Complete and submit the following authorization forms:

Financial Aid and Awards (FAA) also known as BSAC (Banner Student Aid Canada)

Step 1: Complete the GEN 300 - Banner Introduction course

Step 2: Complete the following courses:

  • No prerequisite courses needed.

Step 3: Complete and submit the following authorization forms:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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