1. Introduction General Navigation Banner

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

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

4. 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

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

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

7. Banner 7

8. My Sam 8

9. 9

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

11. 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

12. 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

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

14. Login 14

15. Main Menu 15

16. Hierarchical Menu 16

17. Go To… field 17

18. Direct Access 18

19. Pull Down Menu 19

20. Toolbar 20

21. Icons/Functions 21

22. Forms Blocks Elements Fields Status Line Naming Conventions 22

23. 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

24. Blocks Key Block Information Block 24

25. Elements Title Bar Tabs Search Fields Indicates Next Block 25

26. Fields Search Checkbox Radio Button Calendar Scroll Bar 26

27. Auto Hint/Status Line 27

28. 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

29. 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

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

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

32. My Banner 32

33. Personal Links 33

34. QuickFlow 34

35. 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

36. 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

37. Printing in Banner 37

38. Banner Support Email: AskBannerpm@shsu.edu Website: www.shsu.edu/ERP 38

39. Questions? 39