Class Descriptions
Introduction to Banner
Target Audience:All potential Banner users (not required for Finance users)
Course Overview:The Introduction to Banner training course will familiarize you with Banner, emphasizing forms, menus, and creating queries. This course is designed as a first exposure to Banner. Its goal is to familiarize you with the Banner interface and demonstrate navigation through the modules. What is learned in this class can be applied to all the Banner modules and is not specific to one module.
Introduction to Banner training is a prerequisite for Banner training (except Finance).
Note:This class is not required for Finance training.
| Length: 2 hours |
Resources: BANNAV Confidentiality Statement Policy 102 |
Prerequisite Class or Equivalent Knowledge: None |
Banner Finance
Please see -
http://finance.uncc.edu/financial-data-administration-fda/banner-finance49er-mart-training
Banner Advancement 4 - ADV104 Advanced Data Entry
Target Audience: Staff who will use (INB) Banner Advancement to maintain records.
Course Overview: This session will build on ADV103 and introduce additional data entry training pertaining to advancement organization and prospect management processing.
Training will include processing the following:
- Prospect Management
- Contact Reports
- Organizations
| Length: 4 hours |
Resources: Banner Advancement 104 (by invitation only) |
Prerequisite Class or Equivalent Knowledge: BANNAV, ADV103 |
Banner Advancement 6 - ADV106 Refresher
Target Audience: Staff who will need additional help with Banner Advancement viewing and processing.
Course Overview: Participants will be encouraged to bring specific paperwork pertaining to any topic to receive one-on-one instruction.
Training will include various topics based on participant request.
| Length: 2 hours |
Resources: Banner Advancement 106-Refresher (by invitation only) |
Prerequisite Class or Equivalent Knowledge: BANNAV, ADV103 |
Banner Advancement 7 - ADV107- Advanced Gift & Pledge Processing
Target Audience: Gift Analysts in Development Services and Athletics.
Course Overview: This session will provide training on gift and pledge processing.
Training will include processing the following:
- gifts
- pledges
- gifts in kind
- matching gifts
- anonymous gifts
- gift and pledge adjustments
- installments
- cashier sessions (closing and finalizing)
- feed to finance
- acknowledgements
- receipts
- donor advised funds
- hard and soft credit
- split credit
- joint gifts
- third party payments
| Length: 4 hours |
Resources: Banner Advancement 107 (by invitation only) |
Prerequisite Class or Equivalent Knowledge: BANNAV, ADV103 |
Banner Student
To request Banner Student access and/or request online training please click here: http://enrolltech.uncc.edu/banner-access-requests
