Faculty Load In Internet Native Banner (INB) SIAINST Faculty Information Form SIAASGN Faculty Assignment Form ZSRAOD Workload Report Form Revised 7/30/2008 Introduction 1.1. Faculty Load (FL) is the Banner function that is used to establish faculty information as type, contract type, college and department attributes and to enter and maintain the appropriate assignment details for each term for a faculty member. 1.2. There are two forms used in Banner to establish faculty load as follows: - SIAINST (Faculty Information Form) - SIAASGN (Faculty Assignment Form) Accessing Banner Faculty Load To access and input data in Banner FL it is important to have basic Banner operating knowledge (Banner 101 or equivalent), and proper authorization to be able to access the necessary forms. Begin by accessing Banner as follows: 1) Go to Eastern’s Home Page and click on A-Z menu, then click on “B”. 2) Click on “Banner and DARWin – EISE Project 3) The screen below will be displayed, click on “Internet Native Banner – Production” 2 The screen below will be displayed. You will be asked to enter your Username and Password which should be the same as when you log onto your computer each day. The following screen should now be displayed. 3 In the “Go To” box, type SIAINST as shown below and press enter. 4 The following screen will be displayed. This screen will be used to input information regarding the faculty member as to their contract type, college and department. Type in the faculty member’s I.D. number (E#) and press tab. The faculty member’s name should appear. If you do not know the I.D, then use the pull down arrow menu to do a person search . To locate the I.D., type in the faculty member’s last name then first name and press the query button. Once the I.D. and name appears, double click on the box with the I.D. and the information will automatically be filled in for you on the SIAINST form. Hit the tab key and type in the appropriate term as follows: Terms Fall 2007 Spring 2008 Summer 2008 200790 200830 200860 Press the next block key and the form should fill in for you and look like the screen below: 5 From the SIAINST page, go to the “Options” menu and pull down “Faculty Contract, College, and Dept Info” and your screen should reflect the following: 6 If the “Type” column is not filled in, use the pull down arrow to select the appropriate information for the faculty member. Under the “Rule” column, the only category that you should use is the “Any”. DO NOT use any other function even if it is available. Lastly, the default indicator box must be checked (√) before you will be able to proceed to the next block. 7 You may now press “next block” to fill in the College and Department details using the pull down arrows under each category. You may also type in the Percentage (i.e. 100). Once the appropriate College and Department are selected, press the “Save” button to save your work. Once saved, your screen should like the one below. Once changes are saved you may select the roll back button and select another faculty member or press the X to go back to the main menu page. Note: Once information has been entered for the faculty member and saved, you should not have to re-enter it again for future terms. You are also able to insert “Term” comments that will appear on the Faculty Load form under each term assigned. To insert “Term” comments you must go to the SIAINST page once again and check to see if the Faculty I.D. is filled in. If not, once again enter the I.D. and the term, then click next block. Your screen should look like the one below. 8 Click on the “Options” button and select the “Faculty Attributes and Comments” as shown on the screen below: Once you have selected the “Faculty Attributes and Comments” option your screen should look like the following: 9 You will then click “next block” and you will be taken to the Faculty Comments section which is where you will enter comments for the term. Please note: Only the first line will appear on the Faculty Load report, so please limit your comments to the first line only. Once your comments have been entered, press “Save”. Your screen should look like the following: NOTE: DO NOT Change the To Term dates. These should remain as the 999999. You may press the “roll back” key to go back to the Faculty Information Form and enter data for another faculty member or press the “X” key to return to the Banner Main Menu page. Assigning Workload Credit Once you are back to the main menu page, type in SIAASGN and your screen should look like the one below: 10 Press enter and the following screen should appear which is where you will enter load assignment CU’s for each course for each faculty member. Once you are at this screen, type in the I.D. of the faculty member whom you are assigning CU credit. Tab and the faculty member’s name should appear. If the term does not automatically fill in, then tab again and type in the term for which CU credit is to be assigned. Press next block and the faculty member’s assigned courses should appear and your screen should look like the one below: 11 Terms Fall 2007 Spring 2008 Summer 2008 200790 200830 200860 This screen reflects all courses that have been assigned to a particular faculty member. Workload CU’s are automatically filled in as they correspond to the course credit hours. If an adjustment on the workload credit needs to be made, simply type in the adjustment in the “Override Workload” box for each course in which an adjustment is made then press the save button to save your changes. DO NOT change the Percent Responsibility box as this will affect your override CU total. If an instructor teaches two or more courses meeting at the same time, before changes can be saved you must check the “Override Conflicts” category, then press the save button to save all of your changes. 12 Assigning Non-Instructional CU’s At the SIAASGN screen, go to the “Options” menu and pull down to find “Faculty NonInstructional Assignment”. Your screen should look like the following: Pull down the arrow under the “Type” column and choose from the list to assign the appropriate non-instructional CU category. Once you choose the category your cursor will go to the “Workload” column. Type in the CU credit hours, then tab to College and then Department columns to select the correct codes for the faculty members college and department. You may go back to the “Type” column and enter another non-instructional assignment as before and continue until all have been entered. Save your work! Your screen should look like the one below: 13 Once you have saved your work, you may press the “roll back” button to take you back to the “Faculty Assignment” page. If you wish to see the total CU assignment for the faculty member, under the “Options” menu go to “Faculty Workload Summary” and you will be able to see the total CU’s assigned both instructional and non-instructional as shown on the screen below. To assign CU’s to another faculty member, simply press the “roll back” button once again and you will be back at the “Faculty Assignment” page where you may enter another I.D. and continue to enter the faculty member’s workload assignment information as done previously. Once you are finished entering workload assignments, press the “X” button and you will be taken back to the main Banner menu. Your screen will once again look like the following: 14 Question: Where do I input comment information to be shown on the “Faculty Load” report for each course section? - i.e. “Team Taught” Answer: This information will now be entered at the “Section” level on the SSASECT page. Simply go back into Internet Native Banner (INB) and type SSASECT as follows and press enter. 15 You will now be at the section level screen as seen below where you can type in the term and the CRN, then press next block to pull up the section information. From the “Options” menu pull down and click on “Course Section Comments” You should now see the page below where, if you click “Next Block” twice (you will enter information in the Section Long Text Box that will be reflected on the Faculty Load Report when it is printed. 16 Once you have typed in the information, click on the “Save” button and then you may go out of the screen by clicking on the “X” which will take you back to the “Section Page” where you may enter another section and so forth. 17 Processing Workload Reports Go to form ZSRAOD 18 Go to Next Block 19 Enter “DATABASE” in Printer: Go to Next Block 20 Enter Parameter data: 01 Run Mode: C for College or D for Department or E for Employee number 02 Code: 2 digit college code (02=COS; 03=LCBAS; 04=CEPS; 05=CAH) or the 3 letter departmental code (HST, MUS, etc) or employee’s E number. 03 Beginning Term 04 Ending Term 05 Summer is “N” by default** **If you want to process summer workloads, change this parameter to Y but leave the academic year data in place (don’t enter summer term data). Go to Next Block If you would like to save the parameters you have entered, check on Save Parameter Set as. Click Submit 21 Save by clicking on the disk icon on the menu bar Go to Options and choose “Review Output” 22 Double click in the File Name block 23 Highlight the *.lis file and choose OK 24 You should now have AOD information To print AOD Reports: 25 Go to Options Choose Show document (Save and Print file) You will get Choose Yes 26 This will launch a new screen Select “Save As” from the file pull down menu 27 Save the file as a text file Enter file name and Save Your file can now be opened in Microsoft WordPad 28 Right click on file and choose Open with WordPad 29 You will get the AOD information 30 Set the margins in the page properties to .5 inches for the left and right margins and .5 for top and bottom. You can now review or print, if desired. 31
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