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Southern Oregon University

Business Services

Campus-Wide Training

Business Services facilitates campus-wide training on many levels.  This page will be updated as All-Campus training opportunities are arranged and as materials become finalized.   Each Deparment will receive notice about training sessions by way of campus e-mail.  Reservations are generally preferred, however, you are welcome to join all or part of any session(s) on a walk-in basis.  

Next Banner Training - Open Session:

SOU Banner Finance Training - Open Session

Topic: Accounting - Fiscal Year End Closing 
Location: Computer Services Building
PC West Training Classroom (PCW)
Time: 09:15 AM - 11:45 AM
Date: Thursday, May 23, 2013

AGENDA - Open Session 5/23/2013

 

You may also refer to Business Services Accounting page for review of Fiscal Year End (FYE) Calendar and Instructions as well as Accounting Procedural Tips. 

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Banner Finance Training Schedule:

Business Services provides all campus departments with general training throughout the academic year. The purpose of developing and hosting training workshops is to provide faculty and staff with information to use when conducting day-to-day business activities for the University.  All past training presentations and other training information is saved on-line on the Business Services Training Page.  These presentations are the same as discussed in the workshop sessions.

Dates (Current year):

October:     Session 1 BASICS      
November: Session 2 GENERAL
March:       Session 3 SPECIAL TOPICS 

Annual Planning Dates:
Training 3-year Calendar - Business Services 

Locations:
 1- SOU Banner Finance Workshops are held in Hannon Library, Classroom 114.
2- Open Focus Sessions for skill building are held in PCEast/West, Training Room.
3- Individual Training is by appointment and typically in your Department or in Business Services office, Churchill 154.


Quick Reference 

 

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General Training Format: 

SOU Banner Finance Workshops
Banner Finance Workshop Sessions have unique topics and are presented via On-line powerpoint Presentations about three times each academic year. Attending the Workshops provides faculty and staff of SOU with on-line training information and an opportunity to meet other Banner Finance users. Reservations are recommended, however, walk-ins are welcome.  

On-line Campus-wide Training Presentations
SOU Banner Finance Workshop Presentations (Powerpoint pptx) are maintained on the Business Services website located under Business Services Training Page (see navigation links on left-panel) . These presentations provide you with easy access to the same training information presented at the workshops.

Open Campus-wide Sessions
Open sessions are hosted several times p/year with the purpose of building mid-level skills in Banner Finance. These sessions have a central focus but time is provided to work through individual issues with business service staff on hand. All Campus staff involved in Finance are encouraged to attend to learn about new or updated procedures, forms, or process changes.

Individual Training Time
Staff members are able to arrange for individual training time with Business Services staff (refer to Contact List) to train in specific areas such as: General Accounting, Purchasing/Invoices, Travel, Payroll, Understanding Reports and more. This is helpful for "new-to-campus" finance staff and for those who require a specific higher level of training. You are invited to set up an appointment with staff in  Business Services Department for higher level training in any specific area. 

FIS Manual
The Banner FIS Manual was written for Banner users and contains details on how to perform transactions along with transaction samples. This manual is found when you open Banner (on right side panel). 

FIS Processing - Procedural Tips - Accounting
Instructions for many of the Finance processing steps are located on the Business Services Accounting Page.   For immediate help with specific FIS processing issues, please click here for link to FIS Processing for a list of functional experts in each area and also for finance general information.

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Banner Training Surveys

A survey is conducted at the end of Workshop sessions.  Your time in completing the survey is appreciated and helpful in planning future training programs. 

 

Business Services
Southern Oregon University
Churchill Hall, Room 154
1250 Siskiyou Blvd.
Ashland, OR 97520

Contact: Fiscal Coordinator in Business Services Department if you have input you would like to share regarding campus-wide training.