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Administrative Services Access Request Procedures

Step 1 - Requesting User:

  1. Print out a Administrative Services Access Request Form (Banner, Argos, OnBase, CRM)
  2. Complete the Personal Data Section.
  3. Sign the Confidentiality Acknowledgement Statement and complete the FERPA online training certificate. (To access the FERPA online test, please log on to insidePacific select the Administrative tab and select FERPA tutorial or test.) Attach signed copies to the Banner Access Request Form and mail originals to Human Resources.
  4. Third-party access (consultants, contractors and agency temporaries) must complete the Third Party Access Agreement. Sign the Banner Access Form and forward it to your immediate supervisor for signature
  5. Banner Overview and Navigation Training is strongly recommended for all Banner users.

Step 2 - Requestor's Supervisor

  1. SupervisorComplete middle section of the form.
  2. Select type of employee, if temporary or student access is being requested make sure an expiration date is given
  3. Select type of Access needed by end-user.
  4. Select all modules needed by end-user.
  5. Describe the need for access based on the requesting user's job functions.
  6. Sign form.
  7. Forward form to campus representative (SAC or SFO only)
  8. Forward form to the Banner Data Steward (DS)/Information Broker (IB) that is first on the list of modules selected.

Step 3 - Data Steward (DS) and or Information Broker (IB)

  1. Once all requirements are met, the DS/IB grants or denies access for his/her assigned module. If denying request make sure DENIED box is checked off.
  2. DS/IB details access based on security class or direct object access with query or update for Banner, report viewer or writer for Argos and detailed OnBase user group(s) name.
  3. Sign form and forward it to the next DS/IB of the modules selected and/or EA Group Configuration Management Specialist. DS/IB turnaround time is typically two business days.
  4. Scanned email documents preferred. IT Group Banner DBA turnaround time is typically one full business day. Email scanned forms to accessrequest@pacific.edu.

Step 4 - Banner DBA

Application Administrator notifies the DS/IB(s) when the end-user has been created.


Step 5 - DS/IB

DS/IB completes the process and notifies the end-user and/or the supervisor


Please note that issuing "generic" Banner accounts is no longer possible. We will work with you to ensure that you can accomplish your business processing while adhering to University data and security policies.

Banner Navigation training is strongly recommended for all Banner users.


Accounts Receivable -  Contains Financial information related to student account activity.

Data Steward/ Info Broker/Campus Representative:

  • Suzette Calderone, Information Broker
  • Cyndi Hughes - SAC Campus Representative
  • Ed Pegueros - SFO Campus Representative

Admissions & International Students - Contains information on inquiries and all applicants for admission.

Data Steward/ Info Broker/Campus Representative:

  • Jerred Thompson, Information Broker
  • Dede Sanchez - Information Broker Graduate Studies
  • AnneMarie Meyer - SAC Campus Representative
  • Kathy Candito - SFO Campus Representative

Advancement - Contains information Alumni and Donors. Access is strictly limited to staff who report through Advancement Department.

Data Steward/ Info Broker/Campus Representative:

  • Caroline Darsie, Information Broker - In all three campuses
  • Teresa Harris - Information Broker

CRM - Constituent Relationship Management 

Data Steward/Info Broker

  • Jerred Thompson - Information Broker, Primary
  • Rich Toledo - Information Broker
  • Dede Sanchez - Information Broker
  • John Sterni - Information Broker (backup)

 

Faculty - Contains information pertaining to an individual faculty member's academic appointment.

Data Steward/Info Broker/Campus Representative:

  • Mike Rogers, Information Broker - In all three campuses

Finance - Contains financial information applicable to student aid toward tuition fees.

Data Steward/Info Broker/Campus Representative:

  • Audrey George, Data Steward
  • Cyndi Hughes - SAC Campus Representative
  • Ed Pegueros - SFO Campus Representative

Financial Aid - Contains financial information applicable to student aid toward tuition fees.

Data Steward/Info Broker/Campus Representative:

  • Lynn Fox, Data Steward
  • Joe Pinkas - SAC Campus Representative
  • Marco Castellanos - SFO Campus Representative

Housing & Location Management - Contains on-campus student housing information, including student placements and meal plan history.

Data Steward/Info Broker/Campus Representative

  • Kaceey Casto, Information Broker
  • Wendy Loredo - SAC CAmpus Representative

Human Resources & Position Control - Contains demographic and employment information. As well as all related payroll information and position control with related budgeting and labor distribution.

Data Steward/Infor Broker/Campus Representative

  • Jane Lewis, Data Steward
  • Patrice Coss, Information Broker
  • Elisa Levy - SAC Campus Representative
  • Kara Bell - SFO Campus Representative

Registrar - Contains registrar related information applicable to Registrar staff only.

Data Steward/Info Broker/Campus Representative

  • Ann Gillen, Data Steward
  • Dede Sanchez, Information Broker
  • Lisa Erck - SAC Campus Representative
  • Daniel Bender - SFO Campus Representative

References: 

  • Argos -

    Enterprise reporting solution meets reporting needs from simple ad hoc queries to advanced dashboards and data cubes

  • CRM -

    A combination of people, processes, and technology used to acquire, enhance, organize, automate, retain and synchronize the relationship with constituents in marketing, communication, assistance, and support for the benefit of the organization.

  • OnBase -

    An enterprise document imaging and management software solution used to capture, route(where applicable), manage, share and archive high volumes of documents/information critical to business operations.

  • QAS -

    QuickAddress Pro is a Solution that returns a complete address from partially entered information. It does this by matching the input address to the US Postal Service (USPS) database containing all deliverable addresses. Once entered, QuickAddress Pro passes the address to Banner or the CRM.  Access is inherited through Data Entry Access to Banner or CRM.

  • Data Entry Access -

    Ability to create and or modify records within a form.  All reports within Banner require a Data Entry access, primarily to update the tables for job submission.

  • Query Access -

    Ability to search and view records within a form.