Quick Tips on Banner Rich Loftus, Board of Regents Rich Loftus, Board of Regents Thu., June 2 | 2:15 PM | Avignon

Data Entry/Query When entering today’s date in the system did you know you can enter a T for Today’s Date D for Today’s Date Really any letter for speedy entry of the date on forms and processes….

Data Entry/Query Data Query Techniques –Searches using % and _ –Date queries using –Expert queries using :A and :B etc.

General User Preferences Maintenance Form (GUAUPRF) Use this form to establish personal preferences for the logged in user ID.

General User Preferences Maintenance Form (GUAUPRF) Display Options. You can: –Display/hide the horizontal toolbar. –Display/hide bubble help. –Specify the contents of form title bars (form name, release number, and database instance). –Specify whether form names are displayed in the Options menu and/or navigation frame.

General User Preferences Maintenance Form (GUAUPRF) Customize Toolbars. You can add or remove buttons on either the horizontal or vertical toolbar. Directory Options. You can identify the: –Directory where data extract files are written. –Oracle Reports server.

General User Preferences Maintenance Form (GUAUPRF) Directory Options. You can identify the: –Directory where online help files are stored for users who are using Banner through a Web browser. This is a URL that points to the directory where the files are stored. The directory must be accessible from the Web server. –Directory where online help files are stored for users who are using Banner in a client/server environment.

Directory Options

General User Preferences Maintenance Form (GUAUPRF) The Default Value for each directory option applies to the entire institution and can be changed by the system administrator. The logged in user can change the User Value.

Personal Menu Maintenance Form (GUAPMNU)

Use this form to create a personal menu tied to your Oracle user ID. A personal menu contains the forms, jobs, menus, and QuickFlows that are most important in your daily work. Once the personal menu is created, you can access it from the main menu.

My Banner

Person Search

Form or Process Search Direct Access Object Search Direct Access Query

Form and Process Search

Data Entry/Query GUAOPTM Options Maintenance Form Use this form to define the options that appear in the Options menu and/or navigation frame for a specific form Lets look at an example for ZHAHOPE…

Data Extraction Data Extraction Techniques GJIREVO- Saved Output Review Form Job Submission provides online access to output for viewing, saving, and printing via the Saved Output Review Form (GJIREVO). This feature works with Pro*C programs only. Must use Database as your printer.

Data Extraction Data Extraction Techniques General User Preferences Maintenance Form GUAUPRF identifies the directory where extract files are located. Banner delivered default is C:\temp.

Data Extraction Data Extraction to Spreadsheets The Object Maintenance form (GUAOBJS) is used to enable the extract feature. Not all forms have been tested, but lists are in each chapter of the documentation.

Banner Resources Banner has several types of help that can give you immediate online assistance. –Dynamic Help –On Line Help –On Line Documentation

SCT Action Web Documentation –Handbooks FAQ’s Banner Basics

SSCT CBT’s Navigation Financial Aid Overview Population Selection for Financial Aid

Training Materials

Questions / Open Tips Tips from our Peers? Resources?