Banner Account Request Form - Download as DOC by F40t87U

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									                                              WAYNE STATE UNIVERSITY

                    BANNER APPROVAL QUEUE MAINTENANCE REQUEST FORM



This form is to be completed by an authorized supervisor/manager (The person authorizing the
creation or update of an approval queue must submit this form). Please summit one form per queue request!

All fields are mandatory unless stated otherwise. Upon completion, attach this document to an
e-mail message and send it to: JOSEPH COLEMAN <AF8014@WAYNE.EDU>



                                         Applicant’s Name & Title                                 Access ID


                         School/College/Division                                Department/Campus Phone



E-mail Address (if not
same as Access ID)


                                                      Important Information

Please complete all of the applicable fields. All fields are mandatory unless stated otherwise. These fields will be
instrumental in correctly establishing the approval queue.

The Fiscal Operations Technical Support Department reserves the right to create and maintain the naming convention of all
Approval Queue ID’s and Approval Queue Descriptions for the University Community. When completing the queue, please
use the WSU issued email ID in the Wayne State University ID field. Finally, each queue level must be assigned a different
amount and each level should be greater than the previous level. Any queue limits set at zero will only allow the approver at
that level to view the information without any final approval privileges.


Note: If you need additional lines to input Queue Level Information, Routing Information, or need to know the
name of a particular Organization Code, please click on one of the following links:

     1. Additional Lines for the Queue Level Information Section.
     2. Additional Lines for the Routing Information Section.
     3. Listing of Existing Queue ID’s.




Technical Support, Fiscal Operations                                              Last Revised: 11/25/11 1:50 AM
Current Version 7/01/2003                             1
                                          WAYNE STATE UNIVERSITY
                                       NEW APPROVAL QUEUE REQUESTS ONLY


                                                       Queue Level Information
                                                 (Mandatory)

Level             Full Name and Wayne State University ID                        Approval Limit

   1        Name: ___________________________________                Only one amount allowed in this field and
            WSU ID: ___________________________________              this amount should be different from level
                                                                     two, three, etc., (unless you are entering a
            Name: ___________________________________                zero). Please enter UNLIMITED if this level
                                                                     is to have unlimited approval authority
            WSU ID: ___________________________________
                                                                     $_______________

            Note: Please include at least ONE backup
                  person!

   2        Name: ___________________________________                Only one amount allowed in this field and
            WSU ID: ___________________________________              this amount should be different from level
                                                                     two, three, etc., (unless you are entering a
            Name: ___________________________________                zero). Please enter UNLIMITED if this level
                                                                     is to have unlimited approval authority
            WSU ID: ___________________________________
                                                                     $_______________
            Note: Please include at least ONE backup
                  person!

   3        Name: ___________________________________                Only one amount allowed in this field and
            WSU ID: ___________________________________              this amount should be different from level
                                                                     two, three, etc., (unless you are entering a
            Name: ___________________________________                zero). Please enter UNLIMITED if this level
                                                                     is to have unlimited approval authority
            WSU ID: ___________________________________
                                                                     $_______________

            Note: Please include at least ONE backup
                  person!


Click for Additional Lines for the Queue Level Information Section.

                                          Approval Queue Routing Information
                                                 (Mandatory)

                     Accounting Information (ORG=ORGANIZATION)

Org         Org   Code:    ____________________________       Mandatory—Please list all of the Organization Codes
            Org   Code:    ____________________________       that will be routing to this queue. One or more
            Org   Code:    ____________________________       Organization Codes may be used for the same
            Org   Code:    ____________________________       approval queue.
            Org   Code:    ____________________________
            Org   Code:    ____________________________


Click for Additional Lines for the Routing Information Section.



Technical Support, Fiscal Operations                                        Last Revised: 11/25/11 1:50 AM
Current Version 7/01/2003                          2
                                            WAYNE STATE UNIVERSITY
                                                    Important Information

Please complete the Queue ID and/or the Queue Description in the Approval Queue Header Information fields. If you do not
know this information, enter the name of your department in the Description field or click on the following link
 Listing of Existing Queue ID’s to obtain a listing of exiting queues. These fields will be instrumental in correctly
identifying and updating your approval queue. Also, ONLY complete the fields that changes/corrections are to be made to.


                             EXISTING APPROVAL QUEUE FOR UPDATE REQUESTS ONLY

                                            Approval Queue Header Information
                                                        (Optional)

   Queue ID (Up to 4 Characters)                    Approval Queue Description (Up to 35 Characters)



Click for Listing of Existing Queue ID’s.

                                                 Queue Level Information
                                  (Optional for Updating Purposes ONLY)
   1            Name: ___________________________________
                WSU ID: ___________________________________     Current Approval Limit:
                                                                $______________
                Name: ___________________________________
                                                                          Change Approval Limit to:
                WSU ID: ___________________________________
                                                                          $____________

   2            Name: ___________________________________
                WSU ID: ___________________________________               Current Approval Limit:
                                                                          $______________
                Name: ___________________________________
                                                                          Change Approval Limit to:
                WSU ID: ___________________________________
                                                                          $____________

   3            Name: ___________________________________
                WSU ID: ___________________________________               Current Approval Limit:
                                                                          $______________
                Name: ___________________________________
                                                                          Change Approval Limit to:
                WSU ID: ___________________________________
                                                                          $____________

Click for Additional Lines for the Queue Level Information Section.

                                                 Approval Queue Routing Information
                                       (Optional for Updating Purposes ONLY)

                   Accounting Information (ORG=ORGANIZATION)
Org         Org   Code: ____________________________    Optional for Updating Purposes ONLY—Please add
            Org   Code: ____________________________    or delete all of the Organization Codes that will or
            Org   Code: ____________________________    will no longer be routing to this queue. One or more
            Org   Code: ____________________________    Organization Codes may be added or deleted form
                                                        the same approval queue.
            Org   Code: ____________________________
            Org   Code: ____________________________


Click for Additional Lines for the Routing Information Section.



Technical Support, Fiscal Operations                                          Last Revised: 11/25/11 1:50 AM
Current Version 7/01/2003                            3
                                           WAYNE STATE UNIVERSITY

                                       ADDITIONAL INFORMATION (OPTIONAL)

Please include as much additional information as possible concerning the approval queue. This will assist in determining the
proper setup and corresponding queue routing.

You will receive an e-mail verification once your approval queue has been established. There is a 3-5 day turnaround time
for correctly submitted requests. If you have any questions, please contact Joseph Coleman via e-mail
(af8014@wayne.edu) or phone (313)-577-8931.

                                  ADDITIONAL APPROVAL QUEUE INFORMATION
                                                (COMMENTS)




Department Supervisor or Manager Authorization
NOTE: The e-mail message requesting Banner System access must be sent from the e-mail account of the
manager/supervisor whose name is entered below.

                       Authorizer’s Full Name & Title                       WSU Access ID E-MAIL ADDRESS




Technical Support, Fiscal Operations                                            Last Revised: 11/25/11 1:50 AM
Current Version 7/01/2003                               4
                                       WAYNE STATE UNIVERSITY

            Additional Lines for Completing the Queue Level Information Section


Name: _______________________________                 Name: _______________________________
WSU ID: _______________________________               WSU ID: _______________________________

Name: _______________________________                 Name: _______________________________
WSU ID: _______________________________               WSU ID: _______________________________

Name: _______________________________                 Name: _______________________________
WSU ID: _______________________________               WSU ID: _______________________________

Name: _______________________________                 Name: _______________________________
WSU ID: _______________________________               WSU ID: _______________________________

Name: _______________________________                 Name: _______________________________
WSU ID: _______________________________               WSU ID: _______________________________

Name: _______________________________                 Name: _______________________________
WSU ID: _______________________________               WSU ID: _______________________________

Name: _______________________________                 Name: _______________________________
WSU ID: _______________________________               WSU ID: _______________________________

Name: _______________________________                 Name: _______________________________
WSU ID: _______________________________               WSU ID: _______________________________

Name: _______________________________                 Name: _______________________________
WSU ID: _______________________________               WSU ID: _______________________________

Name: _______________________________                 Name: _______________________________
WSU ID: _______________________________               WSU ID: _______________________________




                Additional Lines for Completing the Routing Information Section


Org   Code:   ____________________________            Org   Code:   ____________________________
Org   Code:   ____________________________            Org   Code:   ____________________________
Org   Code:   ____________________________            Org   Code:   ____________________________
Org   Code:   ____________________________            Org   Code:   ____________________________
Org   Code:   ____________________________            Org   Code:   ____________________________
Org   Code:   ____________________________            Org   Code:   ____________________________
Org   Code:   ____________________________            Org   Code:   ____________________________
Org   Code:   ____________________________            Org   Code:   ____________________________
Org   Code:   ____________________________            Org   Code:   ____________________________
Org   Code:   ____________________________            Org   Code:   ____________________________
Org   Code:   ____________________________            Org   Code:   ____________________________
Org   Code:   ____________________________            Org   Code:   ____________________________




Technical Support, Fiscal Operations                           Last Revised: 11/25/11 1:50 AM
Current Version 7/01/2003                    5

								
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