Banner General Navigation Sessions: February 1 st & 3rd

1. Banner General Navigation Sessions: February 1st & 3rd

2. Today’s Objectives • To Navigate in Banner • Naming Conventions • To Understand Banner Forms • To Interpret General Person Information • To Establish Your Password

3. VU Banner Implementation Overview The project scope consists of: • Implementation of Sungard SCT’s Banner administrative software suite of applications (Student, Financial Aid, Finance, Human Resources Advancement and Alumni). • Implementation of Sungard SCT’s Luminis web portal software. • In a “vanilla” mode, with no programming modifications. • Non-disruptive to the VU community (students, faculty, staff & alumni). • Adjusting business processes to take advantage of new functionality, if feasible.

4. Banner Terminology Two most commonly used terms: • Forms • “Screens” that display data taken from the one record maintained in system. Conceptually, this is lays on top of the tables in the database. • Tables • Lists maintained in Banner and used to enter data. (Similar to a data element). Technically this is where the data is stored in the database. • See Glossary of Terms for additional terms.

5. Logging On to Banner • Double click on the Banner Icon on your desktop. • Under ‘Internet Native Banner (INB)’, Click on ‘Training Database [TRNG]’ • Type in trainxx and trainxx for your username and password and press the ‘connect’ button.

6. Password Change • Type GUAPSWD in the Direct Access field and press <Enter>. • Type your current password in the field titled “Oracle Password.” • Type your new password in the field titled “New Oracle Password.” Then press <Tab> to type the new password again in the line below.

7. Logging Off • Close all forms first by clicking the Exit toolbar button. When all forms are closed, you will be at the Main Menu. • Click the Exit toolbar button again or use the function key Ctrl q, and you will see the following dialog box. • Click the Yes button. You will exit the browser. Close any INB-related windows.

8. Banner Form Naming Convention • Each form is identified by a 7 letter code • The letter in each position identifies the form in more detail • Position 1 • Identifies the primary system “owning” the form. Student=S, General=G, Finance=F, Financial Aid=R. HR/Payroll=HR or P • Position 2 • Identifies the module “owning” the form. • i.e. A=Admissions, R=Recruitment, C=Catalog • Position 3 • Identifies the type of form. • i.e. Application Form, Inquiry Form. • Positions 4, 5, 6, and 7 • Uniquely identify the form itself. SPATELE – telephone info

9. Example: SFAREGS • S - Identifies the first position and identifies the primary system (In this case, the Student System). • F - Identifies the module owning the form, report, job or table (In this case, Registration) • A - Identifies the type of form, report, job or table (In this case, Application form). • REGS - Positions 4, 5, 6, and & identifies the form, report, job or table (In this case, Registration).

10. Banner Form Types There are 8 types of forms:

11. Banner Forms Parent Child Relationship • The relationship between types of forms is referred to as the parent-child relationship • If a parent form has been assigned to a child form, the parent cannot be deleted without deleting the child form first

12. Parts of a Banner Form

13. Tool Bar • The Tool Bar is a set of icons that represents shortcuts for performing common functions

14. Major Components to Banner Forms • Blocks • Sections of information within a form. The key block at the top of every form tells Banner what information to display everywhere else • Fields • Labeled spaces/ blanks within a block where you enter, edit and delete information • Records • Logical unit of fields • May be more than 1 record in a block

15. Major Areas of a Banner Form • Title Bar - Displays form description name, ID name, version number, and database name • Key block - Contains information that determines what is entered or displayed on the rest of the form • Search icon - Used to search for different information • Information block - Area to enter and view information

16. Other Areas of a Banner Form • Radio buttons - Can only select 1 option at a time • Pull-down list - Shows values or commands available in a form • Check boxes - Toggle enable/disable features and options • Fields - Areas where you can enter, query, change, and display information

17. Methods of Accessing Banner Forms • Main Menu – An overview of Banner arranged in a top to bottom level format: system, module, and form. • Direct Access – Access a form by its name. • Object Search – Find a form, job or QuickFlow by using part of its name. • Options Menu – From within a form you can access other forms, windows and blocks related to the current form, window and block. • Site Map – A display of Banner systems with corresponding modules (another view of the Main Menu)

18. Parts of Banner Main Menu Menu Bar Toolbar Object Search Product Links Hierarchical Tree Menu Structure Auto Hint/Status Line

19. Menu Bar Components • The Menu Bar consists of several pull-down menus

20. Menu Bar Pull Down Menus • There are 9 pull-down menus on the menu bar, each with a variety of selections • A dimmed option on a pull down menu indicates that is disabled

21. Menu Bar File Menu • The File Menu contains standard Banner and Oracle functions

22. Menu Bar Edit Menu • The Edit Menu contains functions used to edit text items

23. Menu Bar Options Menu • The Options Menu varies from form to form • Some options take you to other blocks and windows within the current form, other options take you outside the current form

24. Menu Bar Block Menu • The Block Menu enables you to move from one block to another within a form

25. Menu Bar Item Menu • The Item Menu enables you to move from one field to another • The Item Menu enables you to clear and duplicate data within a form • “Item”is the Banner term that is used to refer to a field

26. Menu Bar Record Menu • The Record Menu allows you to work with records within a form

27. Menu Bar Query Menu • The Query Menu contains the functions used to search for information in the database based on specific criteria

28. Menu Bar Help Menu • The Help Menu contains various help tools, the image displayer, a calculator and a calendar

29. Menu Bar Window Menu • The Window Menu allows you to arrange the display of the open windows in a form

30. Horizontal Toolbar Like many other products, Banner has a toolbar of icons that allow you to perform basic functions They are grouped by function: * Save, Rollback (clear/ go back to the Keyblock to start again) and Select * * Insert Record, Delete Record * * Enter Query, Execute Query, Cancel Query (the Shredded Wheat icons) * * Previous Record, Next Record, Previous Block, Next Block * * And on the far right, the X for Close *

31. Direct Access Form At any time, from any screen, use Direct Access to go straight to the form you want. (No need to return to the Main Banner Screen). Also available from the pull-down menu: File/ Direct Access.

32. Site Map Method

33. Searching – Using Wildcards % (Percent sign) stands for multiple characters _ (Underscore) for stands for single characters Ex: Use SA%DMS to look for SAAADMS if you cannot remember how it is spelled Ex: Use M%onald to search for someone who might spell their name McDonald or Mac Donald etc. & whose first name might be Fred or Fredrick.

34. Customizing Banner – Quickflow

35. Customizing Banner – My Banner The following forms are used to create, change and copy My Banner

36. Help Features Dynamic Help • Dynamic Help is the traditional help for forms, blocks and fields • Dynamic Help is gradually being replaced by online help • It is displayed on the Help Form (GUAHELP) • It allows you to identify the help text you want to access

37. Help Features Banner Bookshelf • Banner Bookshelf is a tool for reading, searching and printing SCT Banner documentation • It accesses the following system documentation in PDF format: • User Manuals • Release Guides • Upgrade Guides • Implementation Guides • Technical Reference Manual (TFM) • Object: Access Reporting Data Models • Access Banner Bookshelf from the toolbar or the menu bar

38. Help Features Show Keys • Provides a list of functions and associated keystrokes for the current field or form • Access show keys from the toolbar or menu bar

39. Help Features Item Properties • Item Properties provides a list of all properties in the current field • It can be accessed from the menu bar

40. The Auto Hint/ Status Lines Are Your Friend • Briefly describes the field where the cursor is located • Error and processing messages!

41. Other General Navigation Resources • Banner Basics 101 • SCT Documentation • Fundamentals & General Navigation System Education Workbook • Users Guide Chapter 2 • CBT for Fundamentals & General Navigation

42. Open Discussions (Q/A)…

43. We Will Survive Banner!!!