Creating a Personal Menu in Banner ADMIN

1. Creating a Personal Menu in Banner ADMIN For use by personnel who have administrative access to Banner Truman State University June 2005

2. What can be included? Banner ADMIN menu items that are most important in your daily work: • Forms • Menus • Reports • Quickflows Truman State University June 2005

3. Forms used in creating a personal menu • Select your personal menu items on GUAPMNU • Set your preferences on GUAUPRF Truman State University June 2005

4. Personal Menu Maintenance Form • Using Direct Access or “Go”, go to GUAPMNU • Use one of two ways to create your person menu: • Option 1: enter the object’s 7-character name in GUAPMNU • Option 2: use the object list in GUAPMNU Truman State University June 2005

5. Option 1: using the object’s 7-character name in GUAPMNU • Place the cursor in a blank Name field in the right pane • Enter the object’s 7-character name • Press Enter--the object description will appear in the right pane--you can customize the object description by deleting it and typing a description of your choice • Save your changes by clicking the Save button or by pressing F10 • See sample, next slide Truman State University June 2005

6. Using the 7-character name Enter 7-character name Truman State University June 2005

7. Changing the description • Edit the menu description by deleting it and typing your preferred description • See sample, next slide Truman State University June 2005

8. Sample description name change The Banner name for SSASECT is “Schedule”— note the name change to “Semester Classes” Truman State University June 2005

9. Option 2: using the object list in GUAPMNU • Using Direct Access or “Go”, go to GUAPMNU • Use the pull-down list above the left pane to select the object type you wish to display (e.g. form, job, menu, quickflow) • Place the cursor in the left pane and select the Enter Query function • Enter your search criteria, using the wildcard (%) if necessary, then Execute Query Truman State University June 2005

10. Using the object list (continued) • Select an object by clicking on it once--the text color will change to white • Click in the right pane where you want to place the new menu items • Click the Insert Selection button (pointing arrow to the right) in the middle of the form--the selected objects are added to the right pane below the place you clicked • Customize the descriptions, if desired • Save your changes by clicking the save button or by pressing F10 Truman State University June 2005

11. Defining your menu preference • Using Direct Access or “Go”, go to GUAUPRF • Click on the Open Menu Options, and enter *PERSONAL in the User Default field • Press the tab key • Click OK – you will need to log out and back into Banner to see your menu items displayed Truman State University June 2005

12. GUAUPRF General Users Preference Maintenance Truman State University June 2005

13. My Banner menu Truman State University June 2005

14. Contact Information • Nancy Hoffman • Computer Systems Coordinator • c/o IT Services • 112N McClain Hall • X4165 • E-mail: nhoff@truman.edu Truman State University June 2005