Banner 9 Overview and Navigation course
New to Banner? Take our introductory on-demand course for Banner 9.
FREE to all Ellucian customers (Ellucian HUB login required).
On-Demand Courses for Banner Financial Aid (9.3.x)
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| Processing Financial Aid Applications |
| Loading Data into Banner |
In this course, you learn how to load finanicial aid applications into Banner. |
50 minutes |
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| Correcting Electronic Data Exchange (EDE) Records |
In this course, you learn how to correct EDE records. |
28 minutes |
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| Managing Need Analysis |
| Preparing Need Analysis for an Aid Year |
In this course, you learn how to prepare for an Aid Year. |
7 minutes |
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| Performing Need Analysis Calculations |
In this course, you learn the how to perform need analysis calculations. |
30 minutes |
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| Tracking Requirements |
| Establishing Tracking Requirements |
In this course, you learn how to create tracking group rules, requirements, and global values. |
12 minutes |
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| Assigning Requirements and Tracking Groups |
In this course, you learn how to assign tracking groups and requirements to students. |
10 minutes |
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| Managing Requirements |
In this course, you learn how to manage requirements. |
16 minutes |
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| Common Functions |
| Managing Financial Aid Holds |
In this course, you learn how to manage financial aid holds. |
23 minutes |
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| Working with Data Logging |
In this course, you learn how to maintain data logs. |
11 minutes |
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| Managing Funds |
| Building a New Fund |
In this course, you learn how to build new funds. |
24 minutes |
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| Managing Funds |
In this course, you learn how to manage funds. |
30 minutes |
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| Managing Aid Year Budgeting |
| Assigning Applicants to Budget Groups |
In this course, you learn how to assign budget groups to applicants. |
9 minutes |
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| Managing Budget Group Assignments |
In this course, you learn how to manage budget group assignments. |
13 minutes |
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| Managing Period Based Budgeting |
| Assigning Period Based Budgets |
In this course, you learn how to assign period based budgets. |
10 minutes |
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| Viewing Period Based Budgets |
In this course, you learn how to view period based budgets. |
9 minutes |
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| Simulating Period Based Budgets |
In this course, you learn how to simulate period based budgets. |
11 minutes |
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| Performing the Period Budget Recalculation Process |
In this course, you learn how to perform the period budget recalculation process. |
8 minutes |
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| Packaging and Awarding Aid by Aid Year |
| Assigning Packaging Groups |
In this course, you learn how to assign students to packaging groups. |
9 minutes |
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| Awarding Aid |
In this course, you learn how to award financial aid packages to students. |
14 minutes |
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| Managing Awarded Aid |
In this course, you learn how to manage awarded financial aid. |
10 minutes |
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| Awarding and Packaging Using BBAY |
In this course, you learn how to award and package financial aid using Borrower Based Aid Years - BBAY. |
8 minutes |
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| Disbursing Aid |
| Administering Disbursements |
In this course, you learn how to administer disbursements. |
26 minutes |
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| Managing Disbursement Details |
In this course, you learn how to manage disbursement details. |
12 minutes |
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| Running Disbursement Reports |
In this course, you learn how to run four delivered disbursement-related reports. |
20 minutes |
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| COD Processing for Grants |
| Awarding a Pell Grant |
In this course, you learn how to award grants. |
18 minutes |
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| Managing Pell Origination Records |
In this course, you learn how to manage Pell originations. |
27 minutes |
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| Importing Pell Grant Data |
In this course, you learn how to import Pell grant data. |
27 minutes |
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| Extracting Pell Grant Data |
In this course, you learn how to extract Pell Grant data. |
21 minutes |
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| Running Grant Reports |
In this course, you learn to run grant-related reports. |
28 minutes |
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| COD Processing for Loans |
| Processing Direct Loan Originations |
In this course, you learn how to process Direct Loan originations. |
21 minutes |
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| Importing/Exporting Direct Loan Data |
In this course, you learn how to import and export Direct Loan data. |
25 minutes |
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| Maintaining Direct Loan Data |
In this course, you learn how to maintain direct loan data. |
41 minutes |
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| Processing PLUS Loans |
In this course, you learn how to process PLUS Loans. |
11 minutes |
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| Managing Promissory Notes |
In this course, you learn how to manage promissory notes. |
12 minutes |
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| Managing Entrance/Exit Counseling Requirements |
In this course, you learn how to manage Entrance/Exit Counseling Requirements. |
14 minutes |
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| Processing FISAP |
| Processing FISAP |
In this course, you learn how to process the FISAP Report. |
10 minutes |
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| Returning Title IV Funds |
| Calculating the Title IV Fund Amounts |
In this course, you learn how to calculate Title IV fund amounts. |
19 minutes |
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| Handling Awards Based on Refund Calculations |
In this course, you learn how to handle awards based on refund calculations. |
12 minutes |
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| Running Title IV Fund Reports |
In this course, you learn how to run Title IV-related fund reports. |
22 minutes |
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| Managing Federal and Institutional Work Study |
| Managing Work Study Assignments |
In this course, you learn how to manage work study assignments. |
23 minutes |
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| Running Work Study Reports |
In this course, you learn how to run work study reports. |
11 minutes |
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| Monitoring Transfers |
| Identifying Transfer Students |
In this course, you learn how to identify transfer students. |
8 minutes |
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| Transferring Data Files |
In this course, you learn how to transfer data files. |
14 minutes |
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| Monitoring Satisfactory Academic Progress |
| Assigning Satisfactory Academic Progress Statuses |
In this course, you learn how to assign Satisfactory Academic Progress statuses. |
16 minutes |
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| Working with Population Selections |
| Building a Population Selection |
In this course, you learn how to build a population selection in Banner. |
30 minutes |
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| Working with Population Selection Results |
In this course, you learn how to extract, view, and modify population selection results. |
13 minutes |
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| Managing Communications |
| Building Letters |
In this course, you learn how to create letters using Banner data. |
8 minutes |
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| Extracting Letters |
In this course, you learn how to extract information from Banner to generate letters. |
15 minutes |
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| Building Emails |
In this course, you learn how to create emails using Banner data. |
17 minutes |
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| Managing the Federal Shopping Sheet |
| Maintaining the Federal Shopping Sheet |
In this course, you learn how to maintain Federal Shopping Sheet information. |
17 minutes |
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