Administrative Data Systems Training

Administrative Data Systems Training

Free workshops and web-based courses to enhance your expertise with data systems

Page Contents: Course List | Training Formats | Access Requirements | Disability Accomodations | Cancellation Policy

Training Requirements & Formats

Welcome to our Banner, AppWorx, & Data Warehouse training site. Our workshops and web-based courses are completely free for the OSU community and are designed to help you access and navigate the data systems used in your work at OSU.

If your work requires access to Banner and/or other administrative data systems, you will need to complete the required training and pass the associated Blackboard-delivered test. If you already have access to Banner and have not completed the required training, you will have two months to complete the training to retain your Banner access.

We offer three types of trainings.

  • Workshops are classroom-based, instructor-led sessions that require pre-registration.
  • Computer-Based Trainings (CBTs) are web-based, self-paced, interactive trainings that you may complete over a series of sessions, if you wish. CBTs require pre-registration and have a graded Blackboard-delivered test required for access.
  • Web-Delivered Tutorials (WDTs) are interactive web-based trainings designed to enhance your expertise. They do not result in additional system access. WDTs do not require pre-registration and there is no graded test.

Administrative Data Systems Access Requirements

Access to any of the Banner, Data Warehouse, and Web Advising systems requires that:

  • We have reviewed and approved your Banner and Data Warehouse Request for Access form, and
  • We have your signed Confidentiality and Policies statement on file, and
  • You have successfully completed the training required to access that system.

Request systems access now if you haven't already. It can take several days to create an account and grant access, so please submit the forms as early as you can. You may campus mail the forms to "Banner and DW Access, 206 MCC" or hand-deliver the two forms to Milne 206.

If you have any questions about the status of your access to Banner, Data Warehouse, or Web Advising systems, please email Ross Jackson or call him at 541-737-8767.

Disability Accommodations

Requests for accommodations related to a classroom disability are to be made to the Oregon State University Disability Access Services (DAS) office at 541-737-4098 at least five work days prior to the workshop. Information about requesting classroom assistance can be found at the DAS web site.

Cancellation Policy

Workshop instructors have the option of canceling any workshop with less than 5 registrants. Off-campus staff or faculty registered for the workshop will be taken into consideration. Registered participants will be notified by ONID email or by phone for any status change in their workshop.

Basic Training

Sometimes “Basic Training” means more than learning about specific administrative software. It could be as basic as understanding operating systems and software for your workstation. Workshops, training videos, and other resources supporting your workstation can be found on training pages for Central Web Services (CWS), Community Network (CN), and Technology Across the Curriculum (TAC). These are the other training sites listed on the Training tab of the Information Services navigation bar at the top of these pages.

The administrative data systems training listed on this page does not directly result in access, or in additional access. Here you will find two types of training:

  • Basics Courses are introductory level trainings that focus on how to navigate the software. It is expected that you understand and have experience in this prerequisite material before enrolling in training for SIS, HRIS, or FIS. If you have a working knowledge of the materials covered in the "Basics" workshop or CBTs, they are optional.
  • Tutorials are navigational training for software that does not require training for access.

Course List

Banner Basics

Prerequisites

  • None

Training Format

Computer-Based Training (CBT)

Note: Off-campus access to this content for OSU and affiliate users requires VPN software.

Registration

Register now at the OSU Professional Development website

Description

This is an introductory level training for the beginning Banner user, focusing on Banner navigation. The presentation includes: an overview of the training paths for each Banner module; a software orientation; and demonstrations and practice in Banner access, the Banner menu structure, buttons and functions used to navigate Banner forms, and data retrieval.

Data Warehouse Basics

Prerequisites

  • You must have access to a Banner system (FIS, HRIS, or SIS)

Training Format

Computer-Based Training (CBT)

Note: Off-campus access to this content for OSU and affiliate users requires VPN software.

Registration

Register now at the OSU Professional Development website

Description

This is the introductory course for any OSU Data Warehouse, and it is required. It is a web delivered Computer Based Training (CBT) designed to provide access to materials and assignments used to understand basic navigation and reporting in the BI Query software. The information presented includes building and modifying simple queries, saving and exporting data, formatting and modifying standard reports, setting user preferences, and developing user buttons on the user page.

Note: It is expected that you know and have experience in this material before taking the SIS, HRIS, or FIS Data Warehouse workshops. This course is optional only if you have a working knowledge of the BI Query software.

AppWorx Tutorial

Prerequisites

  • None

Training Format

Web-Delivered Tutorial (WDT)

Note: Off-campus access to this content for OSU and affiliate users requires VPN software

Registration

Registration is not required.

Description

This is a Web Delivered Training (WDT) designed to present a series of topics and related materials used to understand basic navigation in the AppWorx Job Submission software. Topics include: Logging on, Submitting and Re-submitting Jobs, Searching for Jobs, and clearing Aborted Jobs in AppWorx. It takes about 45 minutes to complete.

Financial Information Systems (FIS) Training

Financial Information System (FIS) training is available for those persons who require access to, or currently work in, FIS Banner and/or FIS Data Warehouse. The Computer-Based Training (CBT) course content and Blackboard test are required to obtain or retain access to the FIS Banner systems. Once the course has been completed the CBT content pages can be accessed at any time as a help guide for building FIS documents like Invoices and Journal Vouchers.

Training responsibilities for these systems are shared between Enterprise Computing and the OSU Business Affairs office, and links to the Business Affairs training sites and trainers can be found using the "Business Center Resources" link.

Please note that the first course in the series, Banner FIS, is a prerequisite for all subsequent FIS access trainings.

Course List

Banner FIS Training

Prerequisites

Training Format

Computer-Based Training (CBT)

Note: Off-campus access to this content for OSU and affiliate users requires VPN software.

Registration

Register now at the OSU Professional Development website

Description

This course is a web-delivered Computer Based Training (CBT) providing an overall look at the organizational and accounting structure at Oregon State University. It is designed to help the user gain an understanding of how OSU is organized within the OUS financial accounting system and how their unit fits into the big picture at OSU. In addition to organizational structure the course will cover fund accounting, FOAPAL accounting structure, Indexes, and an overview of the Fiscal Operations Manual.

Note: You must complete this CBT to receive FIS Banner General Query access. This CBT is also a prerequisite for the FIS Invoice, FIS JV, FIS PO, and FIS Reports classes.

FIS Invoices Training

Prerequisites

  • You must have taken the Banner FIS course and be eligible for FIS Banner General Query access
  • You must have a completed and approved Request for Access form on file

Training Format

Computer-Based Training (CBT)

Note: Off-campus access to this content for OSU and affiliate users requires VPN software.

Registration

Register now at the OSU Professional Development website

Description

This is a workshop for the beginning Banner Finance Information System (FIS) user responsible for departmental Invoices. It includes an introduction to OSU policies and Banner forms related to creating Invoices, followed by demonstrations and practice. The forms demonstrated will consist of vendor query forms; FAAINVE used for creating Invoices; and query forms used to track Invoices.

Note: You must complete this workshop to receive FIS Invoice access

FIS Journal Voucher Training

Prerequisites

  • You must have taken the Banner FIS course and be eligible for FIS Banner General Query access
  • You must have a completed and approved Request for Access form on file

Training Format

Computer-Based Training (CBT)

Note: Off-campus access to this content for OSU and affiliate users requires VPN software.

Registration

Register now at the OSU Professional Development website

Description

This is a workshop for the beginning Banner Finance Information System (FIS) user responsible for departmental JVs. It includes an introduction to OSU policies and Banner forms related to creating a Journal Voucher, followed by demonstrations and practice. The forms demonstrated will consist of supporting query forms and FGAJVCD used for creating Journal Vouchers.

Note: You must complete this workshop to receive FIS JV access.

FIS Purchase Order Training

Prerequisites

  • You must have taken the Banner FIS course and be eligible for FIS Banner General Query access
  • You must have a completed and approved Request for Access form on file

Training Format

Computer-Based Training (CBT)

Note: Off-campus access to this content for OSU and affiliate users requires VPN software.

Registration

Register now at the OSU Professional Development website

Description

This is a workshop for the beginning Banner Finance Information System (FIS) user responsible for departmental Purchase Orders. It includes an introduction to OSU policies and Banner forms related to creating Purchase Orders, followed by demonstrations and practice. The forms demonstrated will consist of supporting query forms, and FPAPURR used for creating Purchase Orders.

Note: You must complete this workshop to receive FIS PO access.

Data Warehouse FIS I (Reports) Training

Prerequisites

  • You must have taken the Banner FIS course and be eligible for FIS Banner General Query access
  • You must have a completed and approved Request for Access form on file

Training Format

Workshop (90 minutes)

Registration

Register now at the OSU Professional Development website

Description

This is a workshop for the Banner Finance Information System (FIS) user who requires access to preformatted administrative financial reports. The presentation includes an introduction to generating reports in both AppWorx and the FIS Data Warehouse, followed by demonstrations and practice. The focus of the hands-on portion will consist of: an orientation of AppWorx and the FIS Data Warehouse model; an introduction to the FIS Administrative reports; and exporting data to other applications.

Note: You must complete this workshop to receive FIS Data Warehouse access.

Data Warehouse FIS II (Queries) Training

Prerequisites

  • You must have taken the Data Warehouse Basics course and be eligible for FIS Banner General Query access
  • You must have a working knowledge of Banner FIS and the Data Warehouse FIS.
  • You must have a completed and approved Request for Access form on file

Training Format

Workshop (90 minutes)

Registration

Register now at the OSU Professional Development website

Description

This workshop is part two for the Finance Information System (FIS) user who will develop ad-hoc queries and reports in the FIS Data Warehouse. The presentation includes FIS Data Warehouse model orientation, followed by demonstration and practice in using the model. The focus of the hands-on portion will consist of an introduction to the finance data through exploratory queries, query techniques, and query refinement for financial reporting.

Business Center Resources (Approvals, Grants, TRES)

There is online training for Business Center staff offered by departments within Business Affairs. The FIS TRES, Grants, and Invoice & JV Approval courses have been included in this group. If you have questions about the availability of these courses, the contact information is:

  • FIS TRES (offered by Financial Accounting and Analysis) - Stephanie Smith 541-737-1825
  • FIS Grants (offered by Office of Post Award Administration) - Mark Bierly 541-737-2842
  • FIS Approvals (offered by Financial Accounting and Analysis) - Rae Lee Aguilar 541-737-0635

Information on all Business Center training can be found on the Business Center Resources Training page by navigating down to the group responsible for the training (indicated within the parentheses above).

Human Resources (HRIS) Training

Human Resources Information System (HRIS) training is available for those persons who require access to, or currently work in, HRIS Banner and/or HRIS Data Warehouse. Training responsibilities for HRIS Banner resides in the OSU Office of Human Resources. For questions regarding Banner HRIS courses, please contact:

  • Erin Culley via email or via phone at 541-737-9565
  • Jerie Thorson via email or via phone at 541-737-0575

Please note that Banner Basics Training is a prerequisite for all HRIS Banner access trainings.

Enterprise Computing Services (ECS) offers support for HRIS users through the following course:

The Data Warehouse HRIS navigation course is required for HRIS Data Warehouse access, and prerequisites include completion of the Banner HRIS course and Banner HRIS access.

Course List

Banner HRIS Training

Prerequisites

  • You must have taken the Banner Basics course or be a previous or current user in any of the Banner systems

Training Format

Workshop (3.5 hours)

Registration

Register now at the OSU Professional Development website

Description

This is a required workshop for any faculty or staff member seeking BANNER HRIS General Query access. The presentation explains how person, employee, position, and job information is tracked, how information is utilized for decision-making and payroll processing, terminology, information available through General Query access, reporting tools (BANNER reports, HRIS Data Warehouse), using HR and Payroll forms on the web, and confidentiality and records release issues. Information is also given on how to use OSCAR (Oregon State Central Administrative Resource).

Note: You must complete this workshop to receive HRIS Banner access.

Banner HRIS Time Entry Training

Prerequisites

  • You must have taken the Banner HRIS course and received HRIS Banner General Query access

Training Format

Workshop (2.5 hours)

Registration

Register now at the OSU Professional Development website

Description

This is a required workshop for department personnel/payroll contacts that will be responsible for inputting time and leave information in HRIS Banner through the PYAHOUR form. How leave is recorded and accrued, getting help when you have questions and hands-on experience with time entry examples will be covered.

Note: You must complete this workshop to receive HRIS Time Entry access.

Data Warehouse HRIS Training

Prerequisites

Training Format

Workshop (3 hours)

Note: Off-campus access to this content for OSU and affiliate users requires VPN software.

Registration

Register now at the OSU Professional Development website

Description

This is a workshop for the Banner Human Resources Information System (HRIS) user who requires access to preformatted administrative reports and/or will develop ad-hoc queries and reports in the HRIS Data Warehouse. The presentation includes HRIS Data Warehouse confidentiality issues and model orientation, followed by demonstration and practice in using the model. The focus of the hands-on portion will be on exploring and modifying the Administrative reports, and introducing the HRIS data through exploratory queries, query techniques, and query refinement for HR system reporting.

Note: You must complete this workshop to receive HRIS Data Warehouse access.

Student Information (SIS) Training

Completion of a FERPA Tutorial is required for any access and/or training on any of the OSU student data systems. There are two delivery methods for two different purposes:

Departmental and core office staff are supported by designated in-office trainers and online video tutorials offered through the Office of the Registrar. If you have questions about the availability of or access to the Registrar's training, please contact Nancy Laurence via email or via phone at 541-737-0604

Enterprise Computing Services (ECS) offers support for SIS users through the following courses:

  • The Banner SIS navigation course is optional, and access indicated on the Request for Access Form is granted with completion of the FERPA Tutorial. Please note that Banner Basics Training is a prerequisite for the SIS Banner training.
  • The Data Warehouse SIS navigation course is required for SIS Data Warehouse access. Prerequisites also include Banner SIS access and familiarity through departmental use or completion of the Banner SIS course.

Course List

FERPA Tutorial

Prerequisites

  • None

Training Format

Web-Delivered Tutorial (WDT)

Registration

Registration not required

Description

This tutorial is required for all Student Information System (SIS) Banner and Data Warehouse users. This tutorial, sponsored by the Registrar's Office at OSU, explains the parameters of the permissible use and release of student records. It takes about 20 minutes to complete.

At the completion of the tutorial, complete the certificate online, print it, sign it, and scan the certificate to a PDF.

For further information, contact:

Security Manager
Registrars@oregonstate.edu

Note: You must complete this tutorial to receive access to Student Records through any of the OSU data systems.

Banner SIS Training

Prerequisites

Training Format

Workshop (2.5 hours)

Registration

Register now at the OSU Professional Development website

Description

This is an optional introductory level workshop for the beginning Student Information System (SIS) Banner user. The presentation includes a review of the SIS Query menu structure, data orientation, and data retrieval using the SOAIDNS, SFAREGQ, SFASLST, SSASECT, and SHATERM Banner forms.

Note: The content of this workshop is a prerequisite for the Data Warehouse SIS course.

Banner Web for OSU Faculty & Advisors

Prerequisites

  • None

Training Format

Web-Delivered Tutorial (WDT)

Registration

n/a

Description

Departmental and core office staff are supported by designated in-office trainers and online training tutorials offered through the Office of the Registrar and Enterprise Computing Services (ECS). Completion of the FERPA Tutorial is required for any access and/or training on any of the OSU student data systems.

If you have questions about the availability of or access to SIS related training for advisors, please contact:

Nancy Laurence
541-737-0604

Data Warehouse SIS Training

Prerequisites

  • You must have taken the Data Warehouse Basics course and completed the FERPA Tutorial
  • You must have Enrollment Management, Advisor, or Head Advisor level access in SIS Banner
  • You must have a working knowledge of the OSU policies and the SIS Banner course content
  • You must have a completed and approved Request for Access form on file

Training Format

Workshop (3.5 hours)

Note: Off-campus access to this content for OSU and affiliate users requires VPN software.

Registration

Register now at the OSU Professional Development website

Description

This workshop is for the Banner Student Information System (SIS) user who requires access to preformatted administrative reports and/or will develop ad-hoc queries and reports in the SIS Data Warehouse. The presentation includes SIS Data Warehouse confidentiality issues and model orientation, followed by demonstration and practice in using the model. The focus of the hands-on portion will be on exploring and modifying the Administrative reports, and introducing the SIS data through exploratory queries, query techniques, and query refinement for Student system reporting. Data Warehouse Extras is recommended (but not required) for SIS Data Warehouse users who develop complex queries.

Note: You must complete this workshop to receive SIS Data Warehouse access.

Advanced Data Warehouse Training

This course is no longer offered as OSU migrates to CORE reporting and Jaspersoft. Current BIQuery users can still access the class materials through this link.

Data Warehouse Extras Training

Prerequisites

  • It is recommended that you be experienced in using BIQuery software in one of the OSU Data Warehouse models.

Training Format

Handout Only: Download the Data Warehouse Extras handout

Description

This handout focuses on advanced queries and reports, including advanced BIQuery reporting techniques, incorporated with desktop joins, super query editing, and modifying administrative level queries and buttons for custom reports.

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