The Banner Coordinating Team developed this manual to ensure consistency and data integrity. All Banner Systems – Alumni/Development, Finance, Financial Aid, Human Resources, and Student – share data. The standards in this manual address the data entry standards for that shared data. A record at the University could belong to more than one system. For example, the record of a person who received an undergraduate degree, who is currently pursuing a graduate degree, and is an employee of the University would have general person data shared by three different systems: Alumni/Development, Student and Human Resources.

These standards will help to reduce the creation of duplicate entries, increase valid addresses for mailings, and create a better view of the University.

This manual is a standards policy reference guide; it is not meant to be a training guide for Banner. It was created for use by all departments and it is not Banner form specific.

Banner Coordinating Team Members Back to Table of Contents

Representative	Department
Lynn Bonesio-Peterson	Information Technology Services
Susan Petrosino	Registrars
Matthew Bielawa	Registrars
Peg Schuberth	Continuing Educations/Enrollment Center
Betsy Fangiullo	Bursars
Jim Malone	Fiscal Affairs
Paula Bunce	Institutional Research
Joe Gordon	Alumni/Development
Richard Bishop	Financial Aid/Admissions
Lori Paradise	Human Resources
Lori Padua	Fiscal Affairs
Chris Simcik	Information Technology Services
Brian Wood	Accounting
Dawn Klimkiewicz	Information Technology Services
Rob Rak	Information Technology Services
Stanley Styrczula	Information Technology Services
Jim Blaha	Information Technology Services
Jisong Li	Information Technology Services
Shilpa Enugala	Information Technology Services
Dan Beeler	Information Technology Services
Tina Rivera-Rowe	Information Technology Services
Sue Holden	Residence Life

Authorization to Grant and Revoke Access to ERP Banner System Back to Table of Contents

The following is a matrix defining those members of the University that are authorized to grant and revoke access to the ERP Banner System

Banner Module	Official Authorized to Approve Access	Person/Designee
Alumni/Development	Director	Joseph Gordon
A/R	Bursar	Elizabeth Fangiullo
Finance/Budget	CFO	Brian Wood
Financial Aid	Director	Richard Bishop
Human Resources	CHRO	Lori Paradise
Student	Registrar	Susan Petrosino
Housing Module	Residence Life Director	Jean Alicandro
Admissions	Director	Lawrence Hall
Health Services	Director	Myra Rosenstein
General	ERP Manager	Lynn Bonesio-Peterson

Document Review and Maintenance Back to Table of Contents

The policies and standards for Data Entry in Banner will be reviewed by the Banner Coordinating Team as required by Banner System Upgrades or sufficient changes to Banner validation tables or Banner processes.

The Banner Coordinating Team meets regularly. If you have any questions or concerns regarding these standards or how these standards might affect existing jobs, workload or data entry, please report them to your Banner departmental representative as soon as possible. These issues, especially those that affect multiple departments, will be brought to the Banner Coordinating Team for immediate discussion.

Document Distribution Back to Table of Contents

Initial distribution of this document will be made to all individuals who currently have access to Banner. The document will be given to new Banner users at the same time logon Ids and passwords are issued. The document will also be maintained electronically. Coordinating data entry standards training for persons granted modify access to Banner is the responsibility of each department manager.

Legal Issues Back to Table of Contents

Banner Users are reminded of their legal obligations to data access and disclosure.

· Users have the obligation to be aware of federal regulations (FERPA, etc.), State of Connecticut regulations, and Central Connecticut State University’s policies applicable to data under the jurisdiction of their offices.

· Certain information is the responsibility of specific or custodial departments. Disclosure of information is restricted to these custodians or their representatives. Contact a custodian or direct representative (for example: the Registrar or a direct representative of the Registrar) prior to disclosure of information.

· Data is private and shall be used only for the legitimate business of Central Connecticut State University.

· The Ampersand (&) should be used instead of the word "and"

General Notes Back to Table of Contents

· The pound sign (#) is not to be used in any field with the exception of purchase order text.

· All data entered into a data field should be typed using title-case (mixed case) format (uppercase and lowercase letters) using standard capitalization rules.

· Data appears in the same format when printed as it was entered.

Data Custodianship Policy Back to Table of Contents

· Before creating or modifying any records that contain shared data, you must conduct an ID and Name search. Please refer to your department’s procedural manual for detailed directions. All departments must conduct a thorough search to prevent entering duplicate records. (See Banner Search Procedures Manual.)

· Refer to this policy before making a change to any shared data. The following conventions govern which office can make changes to shared data:

If the person is…	then……….makes the change.
An Employee other than a Student Employee	Human Resources / Payroll
An Employment Applicant and not a Student	Human Resources / Payroll
A Student	Registrar’s Office
A Student Applicant	Admissions Office
A Vendor	Purchasing
An Alumnus / Donor	Alumni / Development
A Corporation or Foundation	Alumni / Development

Banner Identification Numbers Back to Table of Contents

· The Banner System uses an identification number consisting of a unique 8-digit number to identify each Person and each Non-Person (e.g. business, corporation, vendor).

· Dashes are not permitted in the identification number.

· The Banner System Generated 8-Digit ID Number is the primary Banner identification number for a Person.

· The Federal Employee Identification Number (FEIN) is the primary identification number for a Non-Person and 6-Digit ID Number for Lender and Guarantee Financial Aid Loan Processing codes

Examples of identification numbers:

BANNER System Generated Identification Number

30012255

Federal Employee Identification Number (FEIN) or

Lender and Guarantee Loan Codes

740998765

689123

Name Information

First and Last Name Standards Back to Table of Contents

· Before you create a new record in Banner for a person, conduct an ID and Name search to make sure the person does not exist on the Banner Database. (See Banner Search Procedures Manual.)

· Enter the last, first and middle names exactly as the person has indicated. If given the full middle name, do not change it to an initial.

· 15 characters are allowed for first names and 60 characters are allowed for last names. Contact a member of the Banner User Committee associated with your department if names contain more characters than the field allows.

· Case. Always use normal title-case format (uppercase/lowercase letters), and follow standard capitalization rules when entering names.

· To insert a name change in Banner, click here for directions.

Examples:	Stanley
	Van der Vaart
	al-Hassan
	duBois

· Punctuation. The following punctuation is permitted in the name field:

Permitted Punctuation	Examples:
Apostrophes	O’Leary
	Tina’s Catering
Hyphens