ENTERPRISE COMPUTING SERVICES (ECS)

Training Requirements and Descriptions

All ECS instructor led and web delivered workshops require pre-registration. Registrations for each class are taken in the order they are received through the Professional Development web site. The professional Development site will confirm your registration by email, and will provide you a listing of the courses that you have enrolled in. Access to the Professional Development web site will require your ONID credentials. One day before instructor led workshops, your instructor will email you with a class reminder, class location, and a link to the course materials. You can view and print the class materials at any time through the links listed below with each class description.

Note: Instructor led workshops are not offered during the months of June and December.

Faculty Blackboard workshops are available through the OSU Technology Across the Curriculum web site.

Index Links:

 

Training Access Information

The OSU Professional Development registration system and the Blackboard delivery system both require an activated ONID account:

  • If you are an OSU employee and you have not used ONID, or are not sure if you have an ONID account, you can sign up for and activate your ONID account at: http://www.onid.oregonstate.edu/. Click here for a web tutorial about your ONID account.
     
  • If you are not an OSU employee, or for some other reason will not have an ONID account, you will need to use the Email Us form at the bottom of this page to obtain a non-ONID account for both training and access. Those who will have an ONID account can not obtain a non-ONID account.
     
  • If you have any problems obtaining or activating your ONID account, or accessing Blackboard you can contact the OSU Helpdesk at: 541-737-3474, or by email at: osuhelpdesk@oregonstate.edu.
     

Register for a workshop through the OSU Professional Development web site:
http://oregonstate.edu/training/

 

Data Systems Access

Access to any of the Banner, Banner Web, and Data Warehouse systems is dependant upon having both an authorized, completed, and approved Banner and Data Warehouse Request for Access form, and a signed Confidentiality and Policies statement on file. Most access also requires attendance and completion of specific workshops which are identified by a note in the workshop descriptions in this document. Please also note that Data Warehouse access is based on having similar access in Banner.

Because it can take several days to get all the approvals and processes done to create an account, we ask that you send in your completed Banner and Data Warehouse Request for Access form and signed Confidentiality and Policies statement as early as possible. You may campus mail the forms to "Banner and DW Access, 206 MCC" or hand carry the two forms to Milne 206.

Both forms and instructions are available at the web site: http://oregonstate.edu/dept/computing/banner/access.html.

If you have any questions about the status of your access to Banner, Banner Web,
or the Data Warehouse, please call: Carla Cogburn at 541-737-2671.

 

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 will 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.

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Banner Basics

This course is offered as an instructor led, hands-on workshop in the first full week of each month. It is also available as a web delivered CBT, and off-site access to the CBT for OSU and affiliate users requires VPN software.

This is an introductory level workshop 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.

Note: It is expected that you understand and have experience in this material before taking the SIS, HRIS, or FIS Banner workshops. If you have a working knowledge of the materials covered in this workshop, this course is optional.

Before this class:

  • Access and print the class handout:BANNER SYSTEMS for OSU. Please have it available during your class.
  • Though this workshop does not result in granting your access to Banner, we recommend that you complete and send in a request for all your expected Banner and Data Warehouse access. For instructions and a link to the forms, see the Data Systems Access block at the top of this page.

To enter the ONID registration site, please follow this link: OSU Professional Development Web Site.

  • If you do not have an ONID account at OSU, click here for workshop access information and temporary ONID access.

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Appworx

This course is offered only as a web delivered WDT. Access is restricted to OSU and affiliate users, and requires VPN software for off-site access.

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.

Note: This WDT does not result in any additional access. Access is granted through Banner accounts.

This WDT does not require registration, and is available at this link: Appworx WDT .

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The Financial Information System for OSU

Banner FIS Training for Business Centers

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

FIS TRES - Stephanie Smith (541) 737-1825
FIS Grants - Mark Bierley (541) 737-2842
FIS Approvals - Paul Marinello (541) 737-0637

Information on all Business Center training can be found on the Business Affairs Training tab: Business Center Resources

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Banner FIS

This course is offered only as a web delivered CBT. Off-site access for OSU and affiliate users requires VPN software.

The FIS Banner 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.

Note: This is a prerequisite for the FIS Invoice, FIS JV, FIS PO, FIS Reports, and TRES classes.

Before this class:

  • If you are not a previous or current user in any of the Banner Systems, we ask that you have taken the Banner Basics workshop and reviewed the BANNER SYSTEMS for OSU manual for a general understanding of Banner navigation.
  • Turn in your Request for Access form. For instructions and a link to the forms, see the Data Systems Access block.

To enter the ONID registration site, please follow this link: OSU Professional Development Web Site.

  • If you do not have an ONID account at OSU, click here for workshop access information.

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Banner FIS Invoices

This course is offered only as a web delivered CBT. Off-site access for OSU and affiliate users requires VPN software.

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.

Before this class:

  • You must have taken the Banner Basics and FIS Banner workshops and are eligible for FIS Banner General Query access.
  • Turn in your Request for Access form. For instructions and a link to the forms, see the Data Systems Access block.

To enter the ONID registration site, please follow this link: OSU Professional Development Web Site.

  • If you do not have an ONID account at OSU, click here for workshop access information.

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Banner FIS Journal Vouchers

This course is offered only as a web delivered CBT. Off-site access for OSU and affiliate users requires VPN software.

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.

Before this class:

  • You must have taken the Banner Basics and FIS Banner workshops and are eligible for FIS Banner General Query access.
  • Turn in your Request for Access form. For instructions and a link to the forms, see the Data Systems Access block.

To enter the ONID registration site, please follow this link: OSU Professional Development Web Site.

  • If you do not have an ONID account at OSU, click here for workshop access information.

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Banner FIS Purchase Orders

This course is offered only as a web delivered CBT. Off-site access for OSU and affiliate users requires VPN software.

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.

Before this class:

  • You must have taken the Banner Basics and FIS Banner workshops and are eligible for FIS Banner General Query access.
  • Turn in your Request for Access form. For instructions and a link to the forms, see the Data Systems Access block.

To enter the ONID registration site, please follow this link: OSU Professional Development Web Site.

  • If you do not have an ONID account at OSU, click here for workshop access information.

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Banner FIS TRES (Travel Reimbursement Entry System)

This course is offered only as a web delivered CBT. Off-site access for OSU and affiliate users requires VPN software.

This is a workshop for those who will be using the TRES system that interacts with Banner FIS. The workshop is required for Travel Administrators who approve Travel Reimbursement requests, and for Admin/Exec Assistants who complete Travel Reimbursement request for others. This workshop includes an introduction to the reimbursement request and settlement of Travel Advances, links to OSU/OUS Travel policies, a brief discussion of current travel restrictions, and hands-on exercises. The focus of the hands-on portion will consist of navigating the form used to create a reimbursement request.

Note: This workshop in not required for individuals to enter their own Travel Reimbursement requests.

Note: You must complete this workshop to receive access in TRES to complete Travel Reimbursement requests for others.

Before this class:

To enter the ONID registration site, please follow this link: OSU Professional Development Web Site.

  • If you do not have an ONID account at OSU, click here for workshop access information.

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The Human Resources Information System for OSU

Banner HRIS

This course is offered only as an instructor led, hands-on workshop in the first full week of each month.

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.

Before this class:

  • If you are not a previous or current user in any of the Banner Systems, we ask that you have taken the Banner Basics workshop and reviewed the BANNER SYSTEMS for OSU manual for a general understanding of Banner navigation.
  • Turn in your Request for Access form. For instructions and a link to the forms, see the Data Systems Access block.

To enter the ONID registration site, please follow this link: OSU Professional Development Web Site.

  • If you do not have an ONID account at OSU, click here for workshop access information.

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Banner HRIS Time Entry

This course is offered only as an instructor led, hands-on workshop in the second full week of each month.

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

Before this class:

  • You must have taken the Banner Basics and HRIS Banner workshops and received HRIS Banner General Query access.
  • Turn in your Request for Access form. For instructions and a link to the forms, see the Data Systems Access block.

To enter the ONID registration site, please follow this link: OSU Professional Development Web Site.

  • If you do not have an ONID account at OSU, click here for workshop access information.

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The Student Information System for OSU

SIS Training for Departments & Core Offices

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, please contact:

Nancy Laurence (541) 737-0604

ECS support for SIS users is offered through the following links:

The Online Services Web for Advisors requires only the completion of the FERPA Tutorial. An instructional handout WEB for Advisors is also available.

The Banner SIS navigation course is optional, and access indicated on the Request for Access Form is granted with completion of the FERPA Tutorial. Click the link to find the description of this class.

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 above. Click the link to find the description of this class.

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Required: FERPA Tutorial (Confidentiality of Student Records)

This is offered only as a web delivered Tutorial, and access is unrestricted.

This is a required Tutorial 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, print and sign the certificate, and send it to:

Chris Crabtree
Kerr Administration Building, Room 102
Oregon State University
(541) 737-4048

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

This WDT does not require registration, and is always available at this link: FERPA Tutorial

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Optional: Banner SIS

This course is offered as an instructor led, hands-on workshop in the first full week of the first month of the term.

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.

Before this class :

To enter the ONID registration site, please follow this link: OSU Professional Development Web Site.

  • If you do not have an ONID account at OSU, click here for workshop access information.

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The OSU Data Warehouse

Data Warehouse Basics

This course is offered only as a web delivered CBT, and it is open to off-site access for OSU and affiliate users.

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.

Before this class:

  • Like access in the Banner System (FIS, HRIS, or SIS) is required.
  • The class handout: DATA WAREHOUSE BASICS is also available through the 'Resource' link within the CBT.
  • Though this workshop does not result in granting any access to any the OSU Data Warehouse models, we recommend that you complete and send in a request for all your expected Data Warehouse access needs. For instructions and a link to the forms, see the Data Systems Access block at the top of this page.

To enter the ONID registration site, please follow this link: OSU Professional Development Web Site.

  • If you do not have an ONID account at OSU, click here for workshop access information and temporary ONID access.

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Data Warehouse FIS I (Reports)

This course is offered only as an instructor led, hands-on workshop in the third full week of each month.

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.

Before this class:

  • You must have taken the Banner Basics and FIS Banner workshops and are eligible for FIS Banner General Query access.
  • Participants are expected to bring the FIS Banner handout, The FIS DATA WAREHOUSE, to this class.
  • Turn in your Request for Access form. For instructions and a link to the forms, see the Data Systems Access block.

To enter the ONID registration site, please follow this link: OSU Professional Development Web Site.

  • If you do not have an ONID account at OSU, click here for workshop access information.

Data Warehouse FIS II (Queries)

This course is a continuation of the Data Warehouse FIS I (Reports) class.

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.

Note: This class expects that you already have a working knowledge of Banner FIS and the Data Warehouse FIS.

Note: Data Warehouse Extras is recommended for FIS Data Warehouse users that develop complex queries.

Before this class you must meet the prerequisites of the Data Warehouse FIS I (Reports) class above, plus:

  • The Data Warehouse Basics on line CBT is a prerequisite for this course. If you have not successfully completed the Data Warehouse Basics course, your enrollment will be transferred to the next available session of this course.
  • Access and print the additional class handout: DATA WAREHOUSE for OSU. Please bring it to class.

To enter the ONID registration site, please follow this link: OSU Professional Development Web Site.

  • If you do not have an ONID account at OSU, click here for workshop access information.

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Data Warehouse HRIS

This course is offered only as an instructor led, hands-on workshop in the third full week of each month.

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.

The expectation for HRIS Data Warehouse access is that you have HRIS Banner access, and that you have a working knowledge of the OSU Human Resource policies and the HRIS Banner course content.

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

Note: Data Warehouse Extras is recommended for HRIS Data Warehouse users that develop complex queries.

Before this class:

  • The Data Warehouse Basics on line CBT is a prerequisite for this course. If you have not successfully completed the Data Warehouse Basics course, your enrollment will be transferred to the next available session of this course.
  • Access and print the two class handouts: DATA WAREHOUSE for OSU, and The HRIS DATA WAREHOUSE. Please bring them to class.
  • Turn in your Request for Access form. For instructions and a link to the forms, see the Data Systems Access block.

To enter the ONID registration site, please follow this link: OSU Professional Development Web Site.

  • If you do not have an ONID account at OSU, click here for workshop access information.

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Data Warehouse SIS

This course is offered only as an instructor led, hands-on workshop in the third full week of each month.

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.

The expectation for SIS Data Warehouse access is that you have completed the FERPA Tutorial, have Enrollment Management, Advisor, or Head Advisor level access in SIS Banner, and have a working knowledge of the OSU policies and the SIS Banner course content.

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

Note: Data Warehouse Extras is recommended for all SIS Data Warehouse users that develop or maintain queries.

Before this class:

  • The Data Warehouse Basics on line CBT is a prerequisite for this course. If you have not successfully completed the Data Warehouse Basics course, your enrollment will be transferred to the next available session of this course.
  • Access and print the two class handouts: DATA WAREHOUSE for OSU, and The SIS DATA WAREHOUSE. Please bring them to class.
  • Turn in your Request for Access form. For instructions and a link to the forms, see the Data Systems Access block.

To enter the ONID registration site, please follow this link: OSU Professional Development Web Site.

  • If you do not have an ONID account at OSU, click here for workshop access information.

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Data Warehouse Extras

This course is offered only as an instructor led, hands-on workshop once per term, typically in the second full week of the first month of the term.

This is an optional workshop for each of the model series, and offers hands-on experience for current Data Warehouse users focusing on advanced queries and reports. The presentation includes advanced Data Warehouse reporting techniques, incorporated with desktop joins, super query editing, and modifying administrative level queries and buttons for custom reports.

Note: This is a fast-paced class that requires you already have a working knowledge of, and access to, the OSU Data Warehouse models.

Before this class:

  • You must have attended one of the SIS, HRIS, or FIS Data Warehouse classes, have Data Warehouse access, and have a working knowledge of the OSU Data Warehouse data and navigation.
  • Access and print the additional class handout: Data Warehouse Extras. Please bring it to class.

To enter the ONID registration site, please follow this link: OSU Professional Development Web Site.

  • If you do not have an ONID account at OSU, click here for workshop access information.

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CBT Designer Ross Jackson. Last Update: September 30, 2011