Training

To request a new Banner Finance and WEBi Reporting account, please complete the Banner-Finance-and-WEBI-Account-Request-Form and forward to Tamara Mahoney @tmahoney@plymouth.edu or MSC 17.   Accounts are created in Durham and are generally available for use within a week.

Banner Finance/WEBI training is done in 3 modules:

1.   Meet with Tamara to review navigation and budget forms.

2.   Meet with Purchasing, Disbursements and Contract Services to review disbursement and purchasing forms as well as procurement policies and procedures.

3.  Meet with Tamara for WEBi training.

If you need a Banner HR account, please contact Joye Cushing in  Human Resources.

 

WebI Quick Reference Guides:

1.  webi_reader_quickguide – Overview of “How To” on logging in and opening a report.

2.  Accessing_WebI_Documents – Overview of accessing the WebI reports

3.  appendix forms – Cheat Sheet for Fund information

4.  plymouth webi report guide – Quick Guide to Plymouth’s WebI Reports

 

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