ePrint http://eprint.fau.edu

1. ePrinthttp://eprint.fau.edu

2. What is ePrint ? • ePrint is the location where Banner Reports are stored for the use of those who need to refer to various accounting activities in the Banner System. • It is part of the Banner system where Reports approved by the Banner Reporting Committee are located.

3. Purpose of ePrint Training • To assist those who are already using ePrint at present and those who will use ePrint in the near future to accomplish their official tasks. • To assist users to effectively review eprint Reports.

4. About e-Print - 1 • A set of Reports on the web that are available 24/7 to those who have access. Access is given on a “need to use basis”. • Reporting Committee under the direction of Bob Pope, Director of AFTSS, meets regularly to review and evaluate requests for ePrint reports prior to their acceptance into the Reporting System.

5. More about e-Print - 2 • Reports are sent to ePrint on a daily or monthly basis. It can also be sent on an “as and when required” basis. • Some Reports are sent manually by designated groups (like AFTSS and IRM) and the others are scheduled automatically through the system.

6. More about e-Print - 3 • Some Reports are very large, consisting of 15 to 20 thousand pages. Care must be taken when printing Reports to stipulate “start and stop” on the Printer screen to avoid waste.

7. Benefits of ePrint Reports - 1 • Eliminate Distribution Cost – save personnel, time and money. • Eliminate “bulky” storage space and reduce requirement for store rooms and shelves. • Save on printing and paper cost.

8. Benefits of ePrint Reports - 2 • Reduce or eliminate requirement to print the whole Report. • Get Reports to end user quicker. • Ability to review Reports any time or place.

9. How to get to e-Print • Use web address: http://eprint.fau.edu to go to the login screen directly. • Banner Users at Florida Atlantic University page - Address: http://www.fau.edu/banner/, look for it under System Logins section.

10. How to get to e-Print(Continued) • e-Print login screen can also be reached through FAU home page at http://www.fau.edu. • Click on Administration, look for Financial Affairs and click on Admin & Financial Technical Support Services and then on ePrint to get to the Login screen.

11. Prerequisites to use e-Print - 1 • Need to use basis - Job requirement. Approval required. Complete Access Request Form and send to 138D Admin. • Require User ID – FAU email name. • Password - Banner & ePrint use the same password.

12. Prerequisites to use e-Print - 2 • Must have a current password to enter Banner system so ePrint can link to your password. • Banner password expires every 90 days.

13. Please Remember - 1 • System sends e-Mail reminder to users to change password. • Recommendation – After changing Banner password, change e-Print password if your old password is already saved in eprint.

14. Please remember - 2 • You cannot change password in ePrint if it has not been changed first in Banner. • Do not lend or borrow passwords.

15. New Users - 1 • Please complete Banner Access Request Form. • Get it appropriately approved. • Send original to the address on Form.

16. New Users - 2 • Banner Access Request Form can be located on Banner Users at Florida Atlantic University page. • ULR address: http://www.fau.edu/banner/. • Banner Access Request Form is under Security Forms section.

17. New Users - 3 • Attend at least Banner General Navigation training session, ePrint class and Web Finance prior to requesting Access. • Those who are into accounting field – it is good to start with Web Finance class followed by ePrint and after some time to attend Web Finance Queries class.

18. New Users - 4 • Those who are already performing accounting work like reviewing Banner Finance Forms will benefit attending Banner Finance Queries class. • User ID is your email name and Login Password will be give to you in person or on the phone. You must have an FAU eMail address to get Access to the Banner system and e-Print.

19. New Users – 4 • All requests for Additional Access update to Banner should be requested through the system. Refer to Security Forms in Banner Users at FAU page. • As mentioned earlier, your password, once active, will expire in 90 days. • If you are experiencing difficulty accessing ePrint, you could be having a “Banner Password about to expire condition. • It may also mean that your expired Banner password is saved in the ePrint.

20. New Users – 5 • Password is best, if it is at least 4 to 8 characters in length. • Password is changed through the Banner Oracle Developer Form (1st screen in Banner) or use GUAPSWD Form name in the Go To box in Banner Menu Screen.

21. New Users - 6 • User ID and Password are the same for Banner & ePrint. • Requirements for Web Finance/Owls are Login ID (User Z number with a capital Z) and Pin Number that should be exactly 6 characters in length. • Your User ID for Oracle/Banner and Login ID for Banner OWLS are not inter changeable or changeable. Contact Personnel Services/IRM.

22. New Users - 7 • Passwords and Pin Number are changeable. However, Passwords are not reusable for five or six cycles. • Remember - ePrint password is linked to Banner Password.

23. Banner Login Screen - 1 • Login Screen will have 3 fields. • User ID field – Enter User ID. • User ID cannot be changed. • Password Field – Enter Current Password. • Database Field – Skip – Leave it blank.

24. Banner Login Screen - 2 • Banner Login Screen (continued) Depress Enter key. SCT Banner Main Menu screen will appear. You can change your password on this screen. You can Go directly to Forms using Go To field.

25. To change your Password - 1 • Enter Banner System. • Type GUAPSWD in the “Go To” box in the top left hand corner of the Screen. • Depress the Enter Key.

26. To change your Password - 2 • Password Change screen (GUAPSWD) will appear. • Operator Oracle User ID will appear in the first field. • Type Current Password in the Password field.

27. To change your Password - 3 • Skip the database field. Tab down. • Type new password in the New Oracle Password field. • Enter new Password again in the Verify Password field. • Click on the diskette icon – to change Password.

28. EPrint Login Screen - 1 • Go to “Banner Users at Florida Atlantic University” page. • ULR address: http://www.fau.edu/banner/ • Click on ePrint in System Login section. • e-Print Log in Screen will appear:

29. e-Print Login Screen - 2 • User ID field - Enter Banner User Name. • Password field – Enter current Password. • Repository – Select Repository (if needed) • Click on Enter button. • eMail Report listing will display on the screen if you have access to the requested repository.

30. Repositories • Different repositories are available to serve different groups of users. • Finance Repository – (Default) • Finance (V6 Test) • Banner General • Budget Banner FAUP • Budget Banner Test • HR Banner FAUP • AR Banner FAUP • Student Banner STES - etc.

31. Widely used Repository • Banner_ePrint_Report_Query: • Most widely used e-prints for general use: • Normally there are No highly classified information in these reports. • Part of Banner Finance Repository. • Access to these Reports is given without allowing access to the Finance part of the repository.

32. Banner_ePrint_Report_Querry - 1 • Those who have access to Banner_ePrint_Report_Query may not have access to Finance Reports • Those who have access to Finance ePrint Reports will also have access to Reports on Banner_ePrint_Report Query

33. Banner_e-Print_Report_Querry - 2 • Report titles starting with FAU is an indication that it is a report established by the Reporting committee – FAUAPHYC – Physical Plant Fuel Billing. • Report titles starting with “W” is a possible indication that is it a report set up to print either daily or monthly by IRM – WFBCOLL – GTAIDS Report of Budget by College.

34. Banner_e-Print_Report_Querry - 3 • Reports titles that came with the Banner System – These titles will have 7 characters • FGRGLTA – General Ledger Detail Transaction Report • FGRODTA – Organizational Detail Activity Report.

35. Information on ePrint listing - 1 • Type of Report: • PDF – Portable Document Format – most commonly used. Easily printable. • TEXT – Format – used by accounting personnel. • Drill Icon – Used to select required Report offering – by date. • DATA – Some Reports come as data file that are downloadable.

36. Information on ePrint listing - 2 • Report Title – Used to create reference. • Required to create an Object and Classify for Banner system. • Assist users to identify Report. • Last Date of Report Update will show up on the Report listing. Drill Icon is used to locate prior Reports.

37. Some Widely used Reports • FGRODTA – Organizational Detail Activity Report. Displays Expenses, Budget and Encumbrance activity within a specified period. • FGRGLTA – General Ledger Detail Report. Displays Funds beginning/ending balances for General Ledger Accounts. • FGRBDSC – Budget Status (Current Period) – Displays adjusted budget, current and Year to date activity.

38. Viewing of Reports - 1 • Reports can be selected and viewed in 2 formats: • PDF – Portable Document Format • Text – Format. • Data – Not all reports come in Data Format. • Documents are viewed in Adobe format.

39. Viewing of Reports - 2 To locate a report: If you know the Title of the Report you want to view, use the Down Arrow that is at the Middle Bottom of the screen. It will give you a listing of available Titles in the Repository. If you do not know the Title of the Report, you may view Report Description by clicking on the NEXT button at the Right Bottom of the Screen. To review past screens (to go back) you may click on the PREVIOUS button at the Left Bottom of the Screen.

40. Viewing of Reports - 3 • Reports may be offered using Fund or Org: - Common or General – FGRACCI – Account Index or FGRPRGH – Program Hierarchy - Organization only – FGRODTA – Org Detail Activity - Fund only – FGRGLTA – General Ledger - Fund or Orgs – WFGRTRNH – Daily Transaction

41. Viewing of Reports - 4 • To view a Report: • Identify Report you want to review. • Click on the Drill Icon. • Listing of the same Report with the Last Date run will be displayed at the top. • Click on the run date you want to view

42. Viewing of Reports - 5 • Depending on the type of Report you will get a display. • Common or general Report, the list of Reports will display with the Last Date run on the first line. • Click on PDF to view the Report.

43. Viewing of Reports - 6 • If the Report is by Fund or Org, display will also have a down arrow key. • Click on the down arrow key to Display “Option”. • Page Key will indicate Type of Document – ID • A display on Pick Page screen will be on the screen with three options – Search, Pick Value manually or Range (from….to). • Search by the Page Key (Fund or Org) is the norm.

44. Viewing of Reports - 7 • Pick Pages Screen options: • Page Key will indicate what the system needs to show in the Report. • Pick Values Manually will require user to pick from a list of values. Click on the Go to select values manually. • Search field will require you to Enter the Fund or the Org number (as the case may be) in the field. • Range field will require you to enter Org or Fund “Range From” and “Range to” fields for the report to display.

45. Printing ePrint Reports • To print to local printer – click on File, Print, select Landscape, adjust Margins and Front size, as required. • Some reports may be very large. • Check Print Pages “From” and “To” – to eliminate waste.

46. ePrint Reports – Practice - 1 • FAUEA120 – Telephone Extension Detail Report. Extension detail of calls made will be displayed. • FAUEADIV – Telephone Summary for Division. Summary of calls made by Division will be displayed. • FAUESUM – Telephone Summary for Department. Summary of all calls made by Department personnel will be displayed.

47. ePrint Reports – Practice - 2 • FGRGLTA – General Ledger Transaction Activity Report – Displays Chart of Accounts and by Fund beginning/Ending balances for General Ledger Accounts and all debit and credit activity against those accounts. • FGRIDOC – Incomplete Document Report – This report will assist to identify incomplete documents so appropriate action may be taken to complete them.

48. ePrint Reports – Practice - 3 • FGRBDSC – Budget Status (current period) Sorted by Orgs. Displays adjusted budget, current and year-to date activity, Budget Reservations, and the available balances for each account. • FGRODTA – Org Detail Activity – Sorted by Account and fund within each organization. Displays expenses, budget and encumbrance activity within a specified period.

49. ePrint Reports – Practice - 4 • FGROPNE – Open encumbrance Report. Only records for documents that are open, completed, approved and posted will be included in this report. For header information and remaining encumbered or balance for selected purchase orders, requisitions and general encumbrances. • FGRTBAL – Fund Balance Account Report. Displays information maintained through the Fund Balance Account Maintenance Form (FTMFBAL).

50. ePrint Reports – Practice - 5 • FGRTBEX – Trial Balance Exception Report. To analyze all funds for potential out of balance conditions. • FRRGITD – Grant Inception to Date Report. Displays operating account information from the inception of a grant to a specified date. Budget information, actual activity, commitments and a calculated available balance.