Banner General Navigation

Sessions: February 1st & 3rd

Today’s Objectives

To Navigate in Banner Naming Conventions To Understand Banner Forms To Interpret General Person

Information To Establish Your Password

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.

Banner Terminology

Two most commonly used terms:

FormsForms ““Screens” that display data taken from the one Screens” that display data taken from the one

record maintained in system. Conceptually, this record maintained in system. Conceptually, this is lays on top of the tables in the database.is lays on top of the tables in the database.

TablesTables Lists maintained in Banner and used to enter Lists maintained in Banner and used to enter

data. (Similar to a data element). Technically this data. (Similar to a data element). Technically this is where the data is stored in the database.is where the data is stored in the database.

See Glossary of Terms for additional termsSee Glossary of Terms for additional terms..

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.

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.

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.

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

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).

R E G S - Positions 4, 5, 6, and & identifies the form, report, job or table(In this case, Registration).

S F A R E G SExample:

Banner Form Types

There are 8 types of forms:

Categories Users Types

Set-Up Administrator and/or Staff

RuleValidationControl

Day-To-Day Staff InquiryApplicationQueryMaintenanceWizard

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

Relationship Forms

Parent Rule and Validation

Child Application and Query

Parts of a Banner Form

Tool Bar

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

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

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

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

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)

Parts of Banner Main Menu

Menu Bar

Object Search

Auto Hint/Status Line

Product Links

Toolbar

Hierarchical Tree Menu Structure

Menu Bar

Components

The Menu Bar consists of several pull-down menus

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

Menu Bar

File Menu The File Menu contains standard Banner and Oracle

functions

Menu Bar

Edit Menu The Edit Menu contains functions used to edit text

items

Menu Bar

Options MenuThe 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

Menu Bar

Block Menu The Block Menu enables you to move from one

block to another within a form

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

Menu Bar

Record Menu The Record Menu allows you to work with records

within a form

Menu Bar

Query Menu The Query Menu contains the functions used to

search for information in the database based on specific criteria

Menu Bar

Help Menu The Help Menu contains various help tools, the

image displayer, a calculator and a calendar

Menu Bar

Window Menu The Window Menu allows you to arrange the display of the

open windows in a form

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 *

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.

Site Map Method

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.

Customizing Banner – Quickflow

Action Benefit

Allows for access to a set of forms in a specific sequence

Enables a task to be accomplished both efficiently and completely

Enables you to customize your job tasks by identifying required forms

Processing forms occurs in the correct sequence

Customizing Banner – My Banner

The following forms are used to create, change and copy My Banner

Form Code Purpose

Personal Menu Maintenance

GUAPMNU Create and change your personal menu.

Personal menu Maintenance Menu and Copy

GUTPMNU Copy your personal menu to or from another user.

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

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

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

Help Features

Item Properties Item Properties provides a list of all properties in the

current field It can be accessed from the menu bar

The Auto Hint/ Status Lines Are Your Friend

Briefly describes the field where the cursor is located Error and processing messages!

Other General Navigation Resources

Banner Basics 101 SCT Documentation

Fundamentals & General Navigation System Education Workbook

Users Guide Chapter 2 CBT for Fundamentals & General

Navigation

Open Discussions (Q/A)…

We Will Survive Banner!!!