Banner Workflow Guide

  • Terminology

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    • Role - A group of users (aka participants) that have been assigned to a workflow. The role determines what work items each participant will see in their worklist.
    • Primary Participant(s) - Faculty or staff that have been assigned to a role via their NetID credentials.
    • Proxy Participant(s)- A Proxy is a participant who performs work on behalf of (Primary) participant.
    • Head Reviewer - A Head Reviewer is the participant that is responsible for submitting/completing a work item on behalf of the role. For example, there may be five participants in a role who will review the work item, but only one will be responsible for submitting/completing the item.
    • Worklist - A list of work items that require action.
    • Work Item - A document assigned to a role or participant that requires action.
    • Ready Status - Work items with this status are available for action by you or someone in your role
    • Performing Status - Work items with this status are reserved, meaning that someone has begun work on the item and is checked out by that participant. It will remain in this status until it is released or submitted/completed.
  • Concepts

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    Banner Workflow automates common business processes that requires multiple participants to view, comment, recommend, and/or submit an approve action as part of the process.

    • Participants in a workflow must log in to Banner Workflow using their NetID username and password.
    • Once logged in, participants will be presented with their worklist, which is based on their role
    • Each role can be associated with one or more participants, who will all see the same work items associated with that role, in their worklist when the work item is in the Ready status.
    • Only one participant at a time can open an individual work item and only one participant in the role can take the necessary actions on a work item.
  • Logging In

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    Anyone with a Banner Workflow account can log in to Banner Workflow.
    1. Log in to Banner Workflow via the Banner Launch page, by clicking the Workflow (ApplyEMU) link.
    2. Click the Worklist link. A list of applications that require action is displayed.
  • Reviewing a Work Item

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    The worklist contains a list of work items. If a work item is displayed in your worklist, then some action is required by you or someone in your role.

    1. Click the desired work item link from the list. The item contents are displayed.

      Note: Only one participant can open a work item at-a-time. When you select a work item to review, you automatically reserve it. The work item will remain in your reserved queue until you complete the tem or release it. To see what work items you currently have reserved, click the Show Reserved Items from the lower left corner of your worklist.

    2. Review the open work item.
    3. If you are not done reviewing the item and want to come back at a later time, click the Save & Close button to save your changes so that you can return to finish review of the work item at a later date.

    Note: Until you release or submit/complete a work item the item cannot be viewed or acted upon by anyone else. See Release a Work Item or Submit/Complete a Work Item for more information.

  • Releasing a Work Item

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    When you select a work item to review, you automatically reserve it. The work item will remain in your reserved queue until you complete the item or release it.
    1. Click the Show Reserved Items from the lower left corner of your worklist to view a list of reserved items.
    2. Click the magnifying glass associated with the item you want to release.
    3. Click the Release button at the bottom of the list to release the tem for the next reviewer.
  • Submitting/Completing a Work Item

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    When you are finished reviewing the work item and you are the head reviewer in your role, click the Complete button to send the ;item to the next role for action.

    1. Click the Complete button to send the item to the next role for action.

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