Introduction General Navigation Banner

Introduction What is Banner? What does Banner actually do? Benefit of Banner to SHSU? SHSU Modules INB/SSB My Sam 2

Banner Campus ERP (Enterprise Resource Planning) system Replace functions currently facilitated through legacy administrative system: Nell SamMenu SamWeb 3

Banner Enable access to timely, consistent data Provide tools for better reporting Electronic workflows: Streamline processes between departments Eliminate data entry at multiple points Facilitate electronic approvals Reduce paperwork 4

Banner Systems: Financial Aid Student My Sam portal Banner Document Management Suite Enrollment Management Finance Human Resources & Payroll Cognos Workflow Degree Works 5

Banner Third Party Applications Star Rez TouchNet T2 Ad Astra In-house created & supported 6

Banner 7

My Sam 8

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General Navigation Data Integrity Login Banner Main Menu Hierarchical Menu Go To… Direct Access File Menu Toolbar/Keys 10

Data Integrity Data Integrity guidelines define responsibilities of everyone accessing and managing enterprise operational data. These guidelines were developed to ensure: Database integrity Regulatory compliance Security controls Achieve the goals of efficient, professional, and cost-effective communication for the SHSU community 11

Data Integrity Avoiding creation of duplicate records for a single entity; Providing complete General Person information in a timely manner, with an audit trail of changes; Using standard entry to facilitate consistent reporting and searches; Sharing effective processing discoveries and problem- resolution scenarios; Taking advantage of the database capabilities and functionality. 12

Login Launch your web browser and enter the URL used to access 13

Login 14

Main Menu 15

Hierarchical Menu 16

Go To… field 17

Direct Access 18

Pull Down Menu 19

Toolbar 20

Icons/Functions 21

Forms Blocks Elements Fields Status Line Naming Conventions 22

Forms What is a form? Online document to enter or view information in a database Visually organizes information Descriptive name Seven-character ID name Software version number Database name 23

Blocks Key Block Information Block 24

Elements Title Bar Tabs Search Fields Indicates Next Block 25

Fields Search Checkbox Radio Button Calendar Scroll Bar 26

Auto Hint/Status Line 27

Naming Conventions Every form has an abbreviated seven-character form name: Position 1 (Owner): Identifies the Banner product owning the form, report, process or table Position 2 (Sub-module): Identifies the application module owning the form, report, process or table. Unique to the product identified in position 1. Product FGPRSFGPRS Finance General Payroll Financial Aid Student FinanceStudent ACGOPACGOP Accounts Payable Cost Accounting General Ledger Operations Purchasing/Procurement ACGOPACGOP Admissions Catalog General Student Overall Person 28

Naming Conventions Position 3 (Type): Identifies the type of form, report, process or table Position 4,5,6,7 (Purpose): Identifies a unique four-character code Type AApplicationVValidation BBase TableMMaintenance IInquiryRRule Table, Repeating Table, Report or Process PProcess Purpose CodePurpose ***IDENIdentification ***PINCPosition Incumbent ***STDNStudent Relation ***PERSPerson 29

Naming Conventions Example Banner Lingo: SPAIDEN SPAPERS SGASTDN GUAPMNU NTRPCLS PTRPCLS SPAIDEN StudentPersonApplicationIdentification 30

Preferences/Options My Banner (Personal Menus) Personal Links Quickflow Searching Printing Exporting Data 31

My Banner 32

Personal Links 33

QuickFlow 34

Searching A wildcard is a special character that represents one of more other characters: % (percent sign) represents any number of characters _ (underscore) represents one occurrence of a character 35

INB Printing 1. The Print option under File will print a screen shot of the current screen (PRINT SCREEN) 2. WEBUTIL saves the report to a specified location. To use this functionality: Run report Choose Show Document from the Options menu (prompts to save file) Reports save as a.LIS format Open using a text editor (Notepad, WordPad or MS Word) 36

Printing in Banner 37

Banner Support Website: 38

Questions? 39