Navigating Banner 9 Thor Johnsen Banner Student Consultant

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Presentation transcript:

Navigating Banner 9 Thor Johnsen Banner Student Consultant Thor.Johnsen@ellucian.com

Application Navigator and the Main Menu

Application Navigator The Welcome Screen: 4 ways to navigate Search Box: Searches page names and descriptions Also search menus and jobs/processes Menu Icon: Essentially the Main Menu Search Icon: Like the “Go To box” Like a Search Box that’s accessible on any page Recently Opened Icon: Previously found under ‘File’ Now includes all objects previously opened

Banner 9 Terminology

Terminology Forms = Pages ‘Blocks’ are now ‘Sections’ From Key Block; Next Block (Section) = ‘Go’ Rollback = ‘Start Over’ ‘Blocks’ are now ‘Sections’ Query = Filter Execute = Go

Parts of a Page, Notification Center, and Filters

Parts of a Page – Page Header Page Close Page Title (Controlled on GUAUPRF) BDM Add/Retrieve Related Menu Like the Options Menu in INB for pages Tools Menu Like the Options Menu in INB for actions

Parts of a Page – Page Footer Previous/Next Section Save (Or Cancel/Select) Record Count Table/Field Name

Parts of a Page Key Block Sections Online Help ‘Look Up’ Button Enterable only when in Key Block Sections Multiple/Single Record* Can be collapsed/expanded Online Help Can be your best friend! ‘Look Up’ Button Displays List of Values from corresponding Validation table

Notification Center Different Information is displayed with these Compare it to traffic signals Green: Saved Successfully Yellow: Warning Red: Error Multiple errors are displayed together Blue: Informational

Filters % and _ (underscore) are wildcards % represents any amount of characters Ex.: %G% = any page/record with a ‘G’ in it _ only represents one wildcard character New filter options

Keyboard Shortcuts

#1 Best Feature How to make Banner BIGGER Ctrl = increase zoom (essentially ctrl with +) Ctrl – decrease zoom Ctrl 0 reset zoom to 100% These are all web shortcuts (not new Banner shortcuts) but because XE is not on Oracle forms, these shortcuts actually work now.

Keyboard Shortcuts Buttons display shortcut with mouse-over Command Banner 8 Banner 9 Save F10 F10 Rollback/Start Over Shift+F7 F5 Quit/Close Ctrl+Q Ctrl+Q List of Values/Lookup F9 F9 Log Out of Banner Ctrl+Q Ctrl+Shift+F Next Block/Next Section; Go Ctrl+PgDwn Alt+PgDwn Previous Block/Section Ctrl+PgUp Alt+PgUp Clear Block/Section Shift+F5 Shift+F5 Next Field Tab Tab Previous Field Shift+Tab Shift+Tab Checkbox toggle Spacebar Spacebar Radio Group toggle Left/Right Arrow Left/Right Arrow Go To: Search F5 Ctrl+Shift+Y Go To: Recently Opened F5+Up/Down Ctrl+Y+Up/Down Forms with Tabs direct to Tab F2 Ctrl+Shift+1, 2, 3, 4

Keyboard Shortcuts Command Banner 8 Banner 9 Enter Query/Filter F7 F7 Execute Query/Go (on Filter) F8 F8 Quit/Exit/Cancel Query Ctrl+Q Ctrl+Q Insert Record F6 F6 Delete Record Shift+F6 Shift+F6 Copy Record/Section F4 F4 Clear Record Shift+F4 Shift+F4 Next Record Down Arrow Down Arrow Previous Record Up Arrow Up Arrow Cut Ctrl+X Ctrl+X Copy Ctrl+C Ctrl+C Paste Ctrl+V Ctrl+V Open Related Menu Alt+O Alt+Shift+R Open Tools Menu Alt+O Alt+Shift+T Help Alt+H+H Ctrl+Shift+L

Keyboard Shortcuts Command Banner 8 Banner 9 SDE: Ctrl+D Ctrl+Shift+U Print: Shift+F8 Ctrl+P Data Extract/Export Alt+H+X Shift+F1 Change MEP Context Alt+Shift+C BDM: Add Document Alt+A BDM: Retrieve Document Alt+R Workflow: Submit Alt+W Workflow: Release Alt+Q

Supplemental Documentation Banner Transformed: Getting Started With Your Administrative Applications Also includes Banner keyboard shortcuts Also available on Client Documentation Library

Demonstration Thor Johnsen Email: Thor.Johnsen@ellucian.com Phone: 407-670-4529