What You Need to know before You Start
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Audit Email: You will receive a notification email once the Banner Audit begins.
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Access Link: Use the specific link provided in that email to access the audit portal.
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Access Levels:
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View means the user has View Only access
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Update means the user may be able to modify, update, or just simply filter
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Banner Form Descriptions: Use these links to if you need more info on the class description for each module:
Steps to Complete the Banner Audit
As a supervisor, you must review and confirm access for your employees before the audit period closes:
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Access the portal: Click the link provided in your notification email.
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Select an employee: Choose a staff member from the drop-down list.
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Choose an action:
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To maintain all current access, click KEEP ALL.
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To remove all current access, click REVOKE ALL.
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To remove specific permissions, select Revoke to the right of the individual Class and click Next.
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Submit: Verify your selections and click Submit.
Important Notes
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Audit Schedule: This process occurs twice a year: once in the fall for Finance security classes and once in the spring for all security classes.
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Compliance: This audit is required by the State and the University’s Internal Audit Office to ensure data access compliance.
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Deadlines: If you do not complete confirmations before the period closes, the employee’s account will be temporarily locked.
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Regaining Access: If an account is locked, you must contact the Banner module owner to follow the necessary steps for restoration