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| Course Name: |
Banner: Person - Entity Search Standards
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| Provided By: |
Human Resources Learning and Development
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| Description: |
The primary purpose of this class is to investigate methods to ensure no duplicate records for the same person or entity are created in Banner. This class introduces the participant to the different search forms and processes available in Banner. Challenges to effective searches are explored. This class is a mandatory training class for anyone with Banner maintenance permissions.
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| Course Objectives: |
- Identify Governing Policy
- Identify General Person Coordinating Team and Owner Offices
- Identify General Person/Entity Security/Access
- Define “Duplicate ID”
- Define Data Custodianship Policy
- Identify Module Forms
- Identify and User Application Forms
- Define Application Form Process Flow
- Identify and Use Search Forms
- Identify Search Form Features
- Define Search Form Process Flows
- Define “A Thorough Search”
- Define the Search Process Flow
- Design and Use Queries
- Use Wildcards
- Identify Search Challenges
- Use ID and Name Extended Search
- Define Duplicate ID Resolution
- Define Duplicate ID Process Flow
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| Prerequisites: |
- Basic Banner navigation knowledge.
- Print the class manual (Banner Search Standards) and bring it with you to class. You can access/download the manual (Banner Search Standards) from the downloadable file link below (after you are registered) or access the manual from the W drive, W:/banner/training or //Wuf-app1/APP1/banner/training.
NOTE: The training manuals are password protected. When you open click on the Read Only button and the document will open and you can print the document.
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| Session Days: |
1
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| Course Hours: |
2
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| WWU Fee: |
$0.00
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| Non-WWU Fee: |
$0.00
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| # of Requests Received: |
3
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| Minimum # of Requests Needed: |
5
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| Maximum Course Size: |
18
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