This service provides authorized faculty and staff with access to and support for Banner Workflow, an enterprise solution designed to automate, streamline, and direct various business processes across the university. Banner Workflow facilitates the efficient routing of documents, information, and tasks among participants, ensuring that the right information reaches the right people at the right time for review, approval, and action.
Key Features & Benefits:
- Process Automation: Automates routine administrative tasks and approvals, reducing manual effort, paperwork, and processing time.
- Increased Efficiency: Accelerates the completion of multi-step business processes by ensuring consistent routing and clear accountability.
- Improved Accuracy: Minimizes errors and rework by enforcing defined business rules and conditions at each step of a workflow.
- Transparency & Tracking: Allows users to graphically view the status of active workflows, track their progress, and identify bottlenecks.
- Audit Trails: Creates a comprehensive audit trail for all actions taken within a workflow, aiding in compliance and accountability.
- Enhanced Communication: Facilitates timely notifications and communications (e.g., email alerts) to relevant participants at key stages of a workflow.
- Integration with Banner: Seamlessly integrates with Banner data, pages, and functions, ensuring that automated processes leverage existing institutional data.
- Worklist Management: Provides a personalized "worklist" where users can view and act upon tasks assigned to them or their roles.
- Role-Based Access: Ensures that users only have access to workflows and tasks relevant to their assigned roles and responsibilities.
- Customizable Workflows: Supports the creation and modification of workflows to accommodate unique departmental or institutional business rules and process flows.
Common Uses & Examples of Workflows (though not limited to):
- Human Resources: New hire processing, employee change requests (e.g., promotions, transfers), leave requests, timesheet approvals.
- Finance: Purchase requisitions, expense reports, budget transfers, invoice approvals.
- Student Affairs: Student petition approvals, specific student record changes, housing applications, student organization approvals.
- Academic Affairs: Curriculum proposals, course approvals, faculty appointment processes, graduate admissions processing.
- Admissions: Streamlining application review and admission decision processes.
Eligibility:
- Active faculty and staff who require participation in or initiation of automated business processes. Access to specific workflows is granted based on departmental roles and business needs.
How to Request a Banner Workflow (or Access to an Existing One):
- New Workflow Development: Departments or functional areas wishing to automate a new business process using Banner Workflow should typically submit a consultation request through the IT Help Desk portal. This allows IT staff and functional experts to assess the feasibility, design, and implementation requirements of the proposed workflow.
- Process: Submit a Banner Workflow Request
- Information Needed: Be prepared to describe the business process you wish to automate, including current manual steps, participants, decision points, and desired outcomes.
- Access to Existing Workflows: For users needing access to an existing Banner Workflow (e.g., to initiate requests or approve items):
- Process: Submit a Banner Workflow Request
- Information Needed: Your full name, university ID, department, and the specific workflow(s) or role(s) you need access to. Approval from your supervisor or the workflow owner may be required.
How to Use Banner Workflow:
- Users generally access their Banner Workflow worklist through a dedicated link within the university portal or directly via a web browser.
- Instructions for initiating, reviewing, approving, or completing work items within specific workflows are often provided through departmental training or online user guides.
Support:
- For technical issues with the Banner Workflow system itself contact the IT Service Desk, or submit a Report and Issue with Banner request.
- For questions regarding the process or content of a specific workflow (e.g., why an item is stuck, who the next approver is, policy questions), please contact the functional department responsible for that workflow or refer to relevant departmental documentation.