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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