Banner Fundamentals -Form Naming -Menu -Navigation -Frequently Used Forms: General Student Admissions Holds, Authorization/Permits, Registration

Accessing Banner Three Ways Provided to Access Banner Data Database Direct SQL Access Self Service Banner (SSB) Internet Native Banner (INB) Database Web Pages Forms Middleware

Accessing Banner Direct SQL Access Database

Accessing Banner Self Service Banner (SSB) Web Pages

Accessing Banner Internet Native Banner (INB) Forms Go Through Menu Structure, Pull Out Names

Accessing Banner Internet Native Banner (INB) – Going Away By 2018 Forms Go Through Menu Structure, Pull Out Names

Accessing Banner Internet Native Banner (INB) -> Banner XE Forms Go Through Menu Structure, Pull Out Names Web Pages

Forms What are they? “Day-to-day” forms Application - use these forms to enter, update, and query information. This is the most common type of form. Inquiry - Use these forms to look up existing information, often returning information to the calling form. You can access these forms from the main menu, from another form, with Direct Access, or with Object Search. Query - Use these forms to look up existing information, often returning information to the calling form. You must access these forms from another form. You cannot access them directly from the main menu, Direct Access, or Object Search.

What’s in a Name? Product Areas BANNER AREA FIRST CHARACTER General G Financial Aid R General Person S Accounts Receivable T Observations from Forms

What’s in a Name? S_ _ _ _ _ _ Naming Rules Student A C E F G H I L M O P R S T Admissions Catalog Support Services Registration / Fee Assessment General Student Grades / Academic History Faculty Load Location Management CAPP Overall Person Recruiting Schedule Validation Form / Table Naming Rules All forms / tables are 7 characters long First character is the area Second character is the module

What’s in a Name? Naming Rules S_ _ _ _ _ _ Third character is the type Remaining characters identify the form S_ _ _ _ _ _ Student Module A C E F G H I L M O P R S T Admissions Catalog Support Services Registration / Fee Assessment General Student Grades / Academic History Faculty Load Location Management CAPP Overall Person Recruiting Schedule Validation Form / Table Student Type A B I P R V Application Base Table Inquiry Form Process Rules Form, Report Validation form

What’s in a Name? Naming Rules S P R _ _ _ _ Third character is the type Remaining characters identify the form S P R _ _ _ _ Student Module A C E F G H I L M O P R S T Admissions Catalog Support Services Registration / Fee Assessment General Student Grades / Academic History Faculty Load Location Management CAPP Overall Person Recruiting Schedule Validation Form / Table Student Type A B I P R V Application Base Table Inquiry Form Process Rules Form, Report Validation form

What’s in a Name? IDEN TELE S P R _ _ _ _ ADDR HOLD MEDI Student Module A C E F G H I L M O P R S T Admissions Catalog Support Services Registration / Fee Assessment General Student Grades / Academic History Faculty Load Location Management CAPP Overall Person Recruiting Schedule Validation Form / Table Student Type A B I P R V Application Base Table Inquiry Form Process Rules Form, Report Validation form

What’s in a Name? LEVL MEET GMOD S S R _ _ _ _ SCHD Student Module A C E F G H I L M O P R S T Admissions Catalog Support Services Registration / Fee Assessment General Student Grades / Academic History Faculty Load Location Management CAPP Overall Person Recruiting Schedule Validation Form / Table Student Type A B I P R V Application Base Table Inquiry Form Process Rules Form, Report Validation form

What’s in a Name? S C B _ _ _ _ STDN CRSE SECT S G B _ _ _ _ S S B _ _ _ _ Student Module A C E F G H I L M O P R S T Admissions Catalog Support Services Registration / Fee Assessment General Student Grades / Academic History Faculty Load Location Management CAPP Overall Person Recruiting Schedule Validation Form / Table Student Type A B I P R V Application Base Table Inquiry Form Process Rules Form, Report Validation form

Important Forms to Know Student SAAADMS SCACRSE SFASLST SGAADVR SGASTDN SHADEGR SHADIPL SHAGAPP SHATCKN SIAINST SOAHOLD SOATEST SOASBGI SPACMNT SPAIDEN SSASECT STVSBGI STVTERM SZAREGS General GJAPCTL GLALETR GOATPAC AR TBAACCD TSADETL TSAMASS TSICSRV

Naming Conventions “SPACMNT” 7 character form name - All forms use a 7-character name code to identify them. Each letter in the name signifies information about where the form is located and its purpose: Position 1 = system ownership; for example “S” = Student system Position 2 = module ownership; for example “P” = General Person Position 3 = type of form; i.e. “A” = Application form Position 4-7 = form identification; i.e. “CMNT” = comment “SPACMNT”

Form Components Blocks – Area of information on a form; think of it as a paragraph on a page Key block contains basic information Subsequent blocks contain detailed information related to the key block Fields – One item of information found in a block Records – A collection of fields for one entity within a form

Banner Access Portal Open Internet Explorer Double Click URL http://intranet/banner/ Double Click Application You Wish To Use Access Banner via the Direct Link

Logging into Banner Enter your AD Username and Password

Logging into Banner Or … You can click on Banner XE Admin from the Portal

Banner 9 Landing Page

Displays the username for the person logged into the active session Banner 9 Landing Page # AREA ICON FUNCTION 1. Menu Click on this icon to open the Banner Menu and find the page you are interested in opening. 2. Search Click this icon to open the search window. You can then enter with the descriptive name of the page or the Banner acronym for the page. 3. Recently Opened   It is displayed with a count of pages after you have opened the first page in an application. Open the list and select a page to access it. 4. Home Page N/A Displays the name of the University and returns the user to the AppNav landing page 5. Banner User Name Displays the username for the person logged into the active session 6. Sign Out Button Use this when closing the application instead of just closing your browser to make sure you are logged out of Banner 9. 7. Help Icon By selecting this icon help information will be displayed about the page you are currently viewing 8. Search Box In this box, you enter either the descriptive name of the page or the Banner acronym for the page. Find the desired entry and click Enter. 9. Key Board Shortcuts The AppNav page has a set of keyboard shortcuts, which you can review by clicking on Keyboard Shortcuts in the bottom right corner of the page.

Banner Main Menu Form Access Tree Hierarchy - drill down approach Direct access Personal Menu Site Map Paige

Form Overview Page Header Key Block Information Block Auto-Hint Bar Status Bar

Page Header Page close icon Page Title This is formatted per the preferences established on the User Preference (GUAUPRF) page. Add/Retrieve Icons These are used with Banner Document Management. Related Menu This displays a list of pages that can be accessed from this page (Options Menu in Banner 8). Tools Menu This includes refresh, export, print, clear record, clear data, item properties, display ID image, and other options controlled by the page. Notification Center

Key Block The first block on most pages contains key information. The key block determines what data is entered or displayed on the rest of the page. All the information on the page is related to the key block. The key block stays on the page as subsequent sections are displayed. To access the body of the page, populate the key block data and then click Go (Enter) You can return to the key block if you are in the body of a page by clicking Start Over (F5).

Personal Menu (GUAPMNU)

Personal Menu (GUAPMNU)

Personal Menu (GUAPMNU) Results After Logging Off & Back On To Banner

Person Search (SOAIDEN)

Person [SSN] Search (GUIALTI)

Person Info (SPAIDEN)

Admissions Application (SAAADMS)

Admission Decision (SAADCRV)

Prior College Query (SOAPCOQ)

General Student Academic (SGASTDN)

Test Scores (SOATEST)

Schedule Section Search (SSASECQ)

Registration Query (SFAREGQ)

Registration Audit (SFASTCA)

Class Roster (SFASLST)

Course Summary (SHACRSE)

Term History / GPA (SHATERM)

Hold Information (SOAHOLD)

Person Comments (SPACMNT)

Permits / Authorizations (SFASRPO)

Student Registration (SZAREGS)