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Comprehensive Security Overview and Chart of Accounts Review

Learn about the secure web features, Chart of Accounts hierarchy, and Banner Web functionalities. Explore how to create personal queries, access real-time financial data, and navigate grant and contract variances. Enhance your understanding of security protocols and best practices for data protection.

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Comprehensive Security Overview and Chart of Accounts Review

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  1. Session OverviewWeb for Employee • Security • Review of Chart of Accounts • Banner Web Features • Create Personal Query

  2. Security Overview • Data is housed in Oracle • Uses an encrypted web session (https://) connection which provides for safe log in and log out • Uses kerberos security (no one can pretend to be you) • Fund and organization security is tied to kerberos security so you have a unique profile

  3. Security Overview • Product is rather “paranoid” • Logs user off after a certain time • Does not allow user to have more than one session at any given time • Product is developed by SCT, is widely used, and has been tested in many environments • Contact Kevin Davidson if you have more security concerns or questions

  4. Chart of Account Review • Rose-Hulman Chart is “2” • Chart Elements: F -Fund O -Organization A -Account P -Program A -Activity L -Location

  5. Chart of AccountsHierarchy • Fund ultimately “rolls up” to Fund Type 11 (Fund Type) 100 Current Unrestricted Fund 1100 Operations 1200 Designated Fund 12XXX Dept. Designated Fund

  6. Chart Hierarchy • Organization code rolls up to responsible Vice President 900 Vice President 901 Department of Fine Arts 9001 Fine Arts Salary 9002 Fine Arts Non-Salary 9003 Fine Arts Grant Contract

  7. Chart Hierarchy • Account ultimately “rolls up” to account type 73 Supplies and Materials (Account Type) 630 Supplies and Materials 6310 Office Supplies 6330 Laboratory Supplies

  8. Banner Web Features • RHIT to implement: • Web for Student • Web for Employee • Web for Faculty • Web for Employee Features • Benefit and Payroll Information • Financial Services

  9. Financial Services Features • Create your own query • Account balances are “real-time” • Allows user to: • accessInstitute and grant/contract budgets • download data to spreadsheet • review transaction detail • build comparative data queries

  10. Creating Queries • Two types of queries • Budget Status by Account Code (eg. 6310) • Organizational Hierarchy- returns summarized data by organization code

  11. Three Steps to Create Query • Select type of query • Select columns to display (See STEP TWO in handout) 3. Select parameters for your query (chart, fiscal year, fiscal period, & either organization or grant code required) You have the option of saving query at step 2 or 3

  12. Grant and Contract Variances • Security Issues • In addition to fund code, each grant has a grant number • Grant number contains prefix to designate department (see list attached to handout) • User can retrieve grant number by utilizing look-up feature

  13. Grant and Contract Variances • To retrieve all grant expense, leave organization code blank • Budget data returned “Year to Date” is grant or contract inception to date • Grant and Contract variances are highlighted in green font in handout

  14. Tips • Use “Quick Links” on RHIT web pages to log-on • Required parameters • Chart of accounts “2” • Fiscal year • Fiscal period • Either grant code or organization code • For current balance be sure to choose current fiscal period • Utilize look-up feature • Save downloaded data in secure location

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