Training Resources

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This site contains specific instructions on how to perform various Banner transactions. Check this site periodically for updates. Click a subtopic below or use the scroll bar to the right to access the resource.

Training for Banner and other subjects are accessible through Employee and Organizational Development (EOD). Not sure what training you need? Take a look at the Training Matrix.

7/12/07 Update: We are currently updating materials on this site to reflect the university's upgrade to Banner version 7.X. If you encounter outdated or incorrect material on this site, please contact hr@unm.edu


Continuing & Community Ed	Finance	Financial Aid
Continuing Education Community Education	Accounts Payable Approvals Cashiering Encumbrances Journal Vouchers Purchasing Receiving Research Accounting	Financial Aid
General Information	Human Resources / Payroll	Shared Components
General Banner Queries/Look up/Searches	Guide for Originating and Approving a LD Change via EPAF - Ve Time Entry Participant Guide (pdf) How to Access Employee Loboweb December 2007 Readiness Checklist November 2007 HR/Payroll Readiness Checklist October 2007 HR/Payroll Readiness Checklist September 2007 HR/Payroll Readiness Checklist December 2007 Tri-fold information flyer for Employee LoboWeb	General Persons General Student
Student/Academic (STAC)
Admissions Advisor Catalog & Schedule LoboWeb Recruitment Registration Student Accounts Receivable Student - General Information




Accounts Payable
Participant Guides	Standard Operating Procedures (SOP's)	Job Aids
FIPU 201 AP Direct Pay Lab (11/17/06)	FIAP-131 Approve Payment for Services (07/21/04) FIAP-120 Direct Pay Invoices (09/08/06)	DP-EZ Approval Instructions FIAP-001 View a Vendor Invoice or DP-EZ using WebXtender (01/23/07) FIAP-002 Print Documents using WebXtender (02/08/07) FIAP-012 How to Search a Voucher by Vendor ID (01/25/2006) FIAP-129 Delect an Incomplete DP-EZ
Banner Bytes	Flow Charts	Other Information
How to add multiple accounting distributions to a DP-EZ (06/20/06)	DP-EZ Direct Pay Invoice Flowchart (06/20/06)	Accounts Payable Website Financial Services Website- Main Campus Financial Services Website- HSC FastInfo
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Admissions
Participant Guides	Standard Operating Procedures (SOP's)	Job Aids
Admissions Inquiry OGS (11/21/05)	STAD-103 Enter Admissions Application (12/30/05) STAD-103b Enter First Semester UNM Information (01/19/06) STAD-104 Enter a Student Attribute (12/30/05) STAD-105 Create Primary and Secondary Programs (1/15/06) STAD-110 Enter HS Information (12/30/05) STAD-110b Entering an Institution on DARS and Banner (12/29/05) STAD-111 Enter GPA (01/20/06) STAD-112 Enter College Transcript (12/29/05) STAD-114 Enter Test Scores (12/05/05) STAD-116 Update Application Checklist (12/29/05) STAD-116b Update Checklist- Waive Fee (12/26/05) STAD-116i Update Checklist- International App (12/26/05) STAD-118 Enter Admissions Comments (12/08/05) STAD-122 Change Application Semester (12/28/05) STAD-124 Cancel Application (12/30/05) STAD-130a Enter Admissions Application for a Non Degree Student (08/29/05) STAD-132 Enter Regular Admissions Decision (12/22/05) STAD-133 Enter Admission for Academic Probation (12/08/05) STAD-142 Enter Visa Information (12/08/05) STAD-174 Verify and Push Ind Web Apps (01/10/06) STAD-185 Entering HS Institutions on Banner (06/30/06)	STAC-001 View Application History (01/12/06) STAD-002 View Web Application Record (01/12/06) STAD-003 Common Admission Forms (01/12/06) STAD-004 Admission Non-Degree (01/12/06) STAD-005 Change Application Semester Process Flow STAD-006 UGA Student and Admit Type Combos (01/12/06) STAD-007 Grad Programs - Majors (01/12/06) STAD-008 Term Codes (01/12/06) STAD-009 Branch Student and Admit Type Combos (01/12/06) STAD-010 Grad and Anderson Student Admit Types (01/12/06) STAC-011 View Add Modify Holds (01/12/06) STAD-012 IDMS to Banner Codes Crosswalk (01/12/06) STAD-020 FTP Test Files for Banner Processing (02/10/06) STAD-020a FTP COMPASS Files for Banner Processing (06/22/06) STAD-030 Admissions Processing Checklist (03/14/07) How to Access BANP Reports Things to Remember
Banner Bytes	Flow Charts	Other Information
		Fast Info Admissions Office Student Services Website
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Approvals
Participant Guides	Standard Operating Procedures (SOP's)	Job Aids
	FIAP- 131 Approve Payment for Services (07/21/04)	UNM-025 Approval History Form (08/10/05) FIPU-004 Approving a Requisition (07/16/04) FIPU-009 View Document Approval History (08/06/04)
Banner Bytes	Flow Charts	Other Information
		Fast Info
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Advisor
Participant Guides	Standard Operating Procedures (SOP's)	Job Aids
Advisor and Overrider Participant Guide (05/18/06)	Legacy System to Banner Crosswalk (03/22/06)	Override & Hold Codes (03/22/06) Term Code Reference List (03/31/06)
Banner Bytes	Flow Charts	Other Information
		Fast Info Faculty Advisor Contact List
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Cashiering
Participant Guides	Standard Operating Procedures (SOP's)	Job Aids
		Review/Close Cashiering Session (06/04/04)
Banner Bytes	Flow Charts	Other Information

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Catalog & Schedule
Participant Guides	Standard Operating Procedures (SOP's)	Job Aids
	Data Entry Standards Appendix C (04/13/06)
Banner Bytes	Flow Charts	Other Information

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Continuing & Community Ed
Participant Guides	Standard Operating Procedures (SOP's)	Job Aids
	STCE-100 Enter Quick Admit Rules (7/27/06) STCE-102 Register for a Course (7/27/06) STCE-108 Delete a Course (No Sections) (7/27/06) STCE-110 Enter School Information (7/31/06) STCE-112 Add a Long Title to a Course (8/1/06) STCE-113 Course Detail Information (8/1/06) STCE-114 Enter Person Comment (7/27/06) STCE-125 Add/Modify Guardian Information (7/27/06) STCE-135 Query Room Conflicts (8/1/06) STCE-140 Reset PIN (7/27/06) STCE-141 Set Privacy Indicator (8/1/06) STCE-160 Add/Modify Quick Admit (7/27/06)	STCE-001 Section Status Code Descriptions (7/27/06) STCE-002 Term Difference (7/28/06)
Banner Bytes	Flow Charts	Other Information

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Encumbrances
Participant Guides	Standard Operating Procedures (SOP's)	Job Aids
	FIAP-130 Enter General Encumbrance Invoices (07/01/04)	FIAC-007 Create/Adjust/Liquidate a General Encumbrance (03/08/07) FIAC-002 Lookup Encumbrances (03/08/07) FIPU-022 PO Encumbrance Inquiry (01/13/06)
Banner Bytes	Flow Charts	Other Information
	Encumbrance Setup, Modify or Liquidate Process Invoice/Credit Memo - General Encumbrance Payment Process
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Financial Aid
Participant Guides	Standard Operating Procedures (SOP's)	Job Aids
	FABU-107 Add Budget Component - Individual (04/07/06) FABU-104 Change Aid Period for Student (03/31/06) FAPK-109 Change the Offered Amount to the Fund (04/05/06) FAPK-110 Change the Status of the Fund (04/05/06) FAPK-112 Change the Term Distribution of a Fund (04/07/06) FAFM-101 Create New FA Fund Type (04/06/06) FAFM-102 Create New FA Fund Source (03/10/06) FAFM-104 Create Award and Disbursement Schedule (04/06/06) FABU-101 Immediate Assignment to Budget Group (03/31/06) FAPK-104 Offer an Award Package - Automatic Packaging to an Individual Student (04/05/06)	FAFM-001List of FM Forms (03/24/06)
Banner Bytes	Flow Charts	Other Information

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General Banner
Participant Guides	Standard Operating Procedures (SOP's)	Job Aids
BANG 0001 Banner 7.x Navigation Overview (12/06/06)	Table of Changes from 6x to 7x (10/30/06)	FIAC-006 JV and Encumbrance Journal Types (03/08/07) FIAC-008 View Index and Account Code Balance (03/08/07 UNM-001 Common Inquiry Forms (08/06/2004) UNM-009 Banner Navigation (11/22/06) UNM-010 Create Your Own Personal Menu (MY BANNER) (12/07/06) UNM-005 Form Naming Conventions UNM-013 Frequently Used Rule Class Codes (04/29/04) UNM-018 How to Access MyUNM Portal (08/01/05) UNM-011 Quick Guide to Banner Accounting Strings (04/09/04) UNM-012 Banner Forms (04/09/04) UNM-021 Xtender Performing a Query (08/19/04) UNM-022 Xtender Print a set of Documents (08/19/04) UNM-023 Xtender Print a Single Document (08/17/04)
Banner Bytes	Flow Charts	Other Information

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General Persons
Participant Guides	Standard Operating Procedures (SOP's)	Job Aids
General Person Participant Guide (08/20/2007)	Data Entry Standards (DES) (03/01/06) DES Appendix A (03/01/06) DES Appendix B (04/10/06) UNM-100 Search Three Times UNM-110 Add a General Persons Record (12/14/06) UNM-300 Common Matching (12/21/06)	UNM-001 Common Inquiry Forms (08/06/2004) UNM-009 Banner Navigation (11/22/06) UNM-027 Guide to Banner Searches (01/04/2007)
Banner Bytes	Flow Charts	Other Information
A Guide to Banner Searches (9/1/05)
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General Student
Participant Guides	Standard Operating Procedures (SOP's)	Job Aids
	STGS-120 Add a Student Comment (06/22/06) STGS-121 Update Student Program (06/06/06) STGS-124 Add or Modify Student Holds(06/22/06) STGS-141 Set Privacy Indicator (04/13/06) STGS--142 View/Update Student Attributes (06/08/06) STGS-143 View / Update Student Residency (06/22/06)	STGS-001 Query Student Information Forms (03/31/06) STGS-002 Query Student Eligibility for Course (03/31/06) STGS-003 Query Section Status (03/31/06) STGS-004 View Student Crosswalk (04/11/06)
Banner Bytes	Flow Charts	Other Information

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Journal Vouchers
Participant Guides	Standard Operating Procedures (SOP's)	Job Aids
		FIAC-001 Correct a Journal Voucher with Incomplete Status (03/08/07) FIAC-003 Create a Journal Voucher (03/08/07) FIAC-004 Delete a Journal Voucher with Incomplete Status (03/08/07)
Banner Bytes	Flow Charts	Other Information
	Journal Voucher Budget Adjustment or Transaction Correction Process
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LoboWeb
Participant Guides	Standard Operating Procedures (SOP's)	Job Aids
		Term Selection Options (4/1/06) Term & Course Selection Options (4/1/06) Term, Course, & Student Selection Options (4/1/06)
Banner Bytes	Flow Charts	Other Information

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Purchasing
Participant Guides	Standard Operating Procedures (SOP's)	Job Aids
FIPU 101- Purchasing Process for Departments Lab (10/6/06) Dell PunchOut Users Guide Apple Punchout Users Guide Gateway Punchout Users Guide Guide to LoboMart Shopping Cart (10/6/2006)		FIPU-003 Status of Purchase Requisition Documents (6/29/04) FIPU-005 Basic Receiving (1/27/04) FIPU-007Receiver in Process (8/27/04) FIPU-013 Query a Vendor (5/14/04) FIPU-015 LoboMart My Favorites (1/12/06) FIPU-016 LoboMart PR Search (1/12/06) FIPU-017 PR/PO Status in Banner (03/16/05) FIPU-018 LoboMart Payment Options (1/12/06) FIPU-019 LoboMart Approval Status (1/12/06) FIPU-020 Completing a LoboMart Requisition for FY08 (5/10/07) FIPU-021 Cancel a PR (1/13/06) FIPU-022 PO Encumbrance Inquiry (1/13/06) FIPU-023 Delete a Receiver (1/13/06) FIPU- 024 Find a Banner PR Number (1/13/06) FIPU-025 Returning Goods (1/13/06) FIPU-026 Service Provider Questionnaire Procedures (3/16/05) UNM-025 View Document Approval History (3/16/05) UNM-026 Document Approval Form (3/16/05)
Banner Bytes	Flow Charts	Other Information
How to Reallocate P-Card Charges (4/01/05) Receiving Goods (04/01/05) Searching for Requisitions in LoboMart (11/14/07)	Purchase Goods from an External Vendor Process Purchase Services from and External Vendor Process Reallocate P-Card Charges
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Query/Lookup/Search
Participant Guides	Standard Operating Procedures (SOP's)	Job Aids
		FIAC-002 Lookup Encumbrances (05/06/04) FIAC-005 General Ledger Query Forms (03/08/07) FIAR-001 Non-Student AR Query Form (06/18/04) FIPU-003 Purchase Requisition Status Check (01/17/06) FIPU-013 Querying a Vendor (05/14/04) FIPU-017 PR/PO Status In Banner (08/10/05) FIPU-022 PO Encumbrance Inquiry (01/13/06) FIPU-024 Find a Banner PR Number (01/13/06) FIRA-001 Determine Fund and Grant Balances (12/06/06) FIRA-002 Find Grants by Principle Investigator (08/21/06) FIRA-005 Lookup Grant Attribute Information: User Defined (04/09/05) FIRA-007 Research Accounting Common Query Forms (04/28/04) STAC-001 STAC Common Query Forms (04/05/06)
Banner Bytes	Flow Charts	Other Information
A Guide to Banner Searches (09/01/05)
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Receiving
Participant Guides	Standard Operating Procedures (SOP's)	Job Aids
		FIPU-005 Basic Receiving FIPU-007 Receiver- In Process FIPU-025 Returning Goods FIPU-023 Delete a Receiver
Banner Bytes	Flow Charts	Other Information
Receiving Goods (04/01/05)
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Recruitment
Participant Guides	Standard Operating Procedures (SOP's)	Job Aids
	STRC-101 Create Prospect Record (01/03/06) STRC-103 Set Modify Clear Batch Data Entry Defaults (11/03/05) STRC-105 View Prospects by Recruit (11/03/05) STRC-120 View Web Prospect Record (11/03/05) STRC-122 Process Tape Load (11/03/05) STRC-130 Match & Push Individual Prospect Record (10/17/05) STRC-132 Match & Push Test Load Prospect Record (6/20/06)
Banner Bytes	Flow Charts	Other Information

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Registration
Participant Guides	Standard Operating Procedures (SOP's)	Job Aids
	STRG-101 Add a Course (06/22/06) STRG-110 Change Course Grading Mode (06/22/06) STRG-111 Change Course Level (03/29/06) STRG-112 Change Course Section (03/29/06) STRG-113 Change Variable Course Hours (03/29/06) STRG-121 Drop a Course - Intro Studies (03/29/06) STRG-130 Cancel a Course (03/29/06) STRG-131 Disenroll a Student (03/29/06)
Banner Bytes	Flow Charts	Other Information

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Research Accounting
Participant Guides	Standard Operating Procedures (SOP's)	Job Aids
		FIRA-001 Determine Fund and Grant Balances FIRA-002 Find Grants by Principle Investigator Grant Billing Information FIRA-005 Lookup Grant Attribute Information: User Defined FIRA-006 Review Grant Transaction Detail
Banner Bytes	Flow Charts	Other Information

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STAC- General
Participant Guides	Standard Operating Procedures (SOP's)	Job Aids
		STAC-001 Common Query Forms (04/05/06) STAC-004 Banner Identification Numbers and Security (04/05/06)
Banner Bytes	Flow Charts	Other Information

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Student Accounts Receivable
Participant Guides	Standard Operating Procedures (SOP's)	Job Aids
	STAR 101- Create Vendor Third-Party Account (06/28/06) STAR-102 Set Up Detail Code (7/27/06) STAR-103 Change Detail Code Account String (06/28/06) STAR-104 Fee Assessment - Calculate Tuition(7/27/06) STAR-107 Post Charges and Payments (06/28/06) STAR-109 Process Returned Checks (06/28/06) STAR-110 Set Up Third Party Rule Codes and Parameters (7/27/06) STAR-122 Process Collections - Run TZRCOLC Report (06/28/06) STAR-134 Set Up Third Party Contracts (7/27/06) STAR-135 Review and Close Cashier Session (06/28/06) STAR-138 Upload Feeder Files (06/28/06) STAR-139 Upload Collection File (7/27/06)	STAR-001 Query Student Business Office (06/28/06) STAR-002 Query Student Business Office Update (06/28/06) STAR-003 Query Student Information - Department (06/28/06) STAR-004 Waive Disenrollment (06/28/06) STAR-005 Update Student Information - Department (06/28/06) STAR-006 Course Fees Banner Detail Codes (06/28/06) STAR-007 View Legacy Feeder Report (06/28/06)
Banner Bytes	Flow Charts	Other Information

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Project LINK Office
MSC 07 4035
Continuing Education North Bldg. Room 141N
Albuquerque, NM 87131
Phone: (505) 220-7483

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Last updated March 11, 2008