CASAS Banner User Guide. Digital Information Services Center (DISC) Updated: 3/16/2007

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Deborah Rodgers
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1 Digital Information Services Center (DISC) Updated: 3/16/2007

2 Table of Contents General Tasks (Pages 2-4) Logging into Banner Self Service Tasks (Pages 6-16) Term and ID Selection Student Information Menu View Student Information View Test Scores (SAT/ACT and Assessment Tests) View Transcript View Schedule View and Advisees View Holds (Check to see if flag has been raised) Add/Drop a Courses Internet Native Banner Tasks (Pages 18-32) Direct Access - Go To Box Navigation Tips View Course History (SHACRSE, SHATRNS) View Degree History (SHADEGR) View Academic Standing & GPA (SHAINST) Print Transcript (SHARQTC) Notepad - Viewing and Creating Comments (SPACMNT) Raise a Flag (SOAHOLD) Add or Remove an Advisee (SGAADVR) Get Help (Page 35) 1

3 General Tasks 2

Logging into Banner Go to the Banner Page http://www.liberty.

Production to access the Banner system Note: Self Service and INB (Internet Native Banner) both access the same information but function differently.

4 Logging into Banner Go to the Banner Page Click on Login to Banner Enter your SENSENET username and password Select either the Self Service or Internet Native Banner link for Live Production to access the Banner system Note: Self Service and INB (Internet Native Banner) both access the same information but function differently. INB is far more powerful and has more options and information available while self service is much easier to use. The task you are trying to complete will determine which method you use to access banner (it is possible to access banner via both methods simultaneously.) 3

Database can always be left blank Note: The first time you launch banner on your computer you will be presented

5 Logging into Banner (cont d) Self Service - You will be directed to the Self Service Main Menu Internet Native Banner (INB) A new window will launch and you will need to login again Enter your SENSENET username and password Database can always be left blank Note: The first time you launch banner on your computer you will be presented with a license agreement which you will need to accept. You may also be presented with a security warning, choose Run. 4

6 5 CASAS Banner User Guide

7 Self Service Tasks 6

prompt for them, if you have already selected a student or term you will need to change them by accessing the links above from the

8 Term and ID Selection Before you can look at any information inside of Self Service you must select a Term and ID (Student) Term Selection and ID are available from the Student Information Menu Note: If no student or term has been selected, Self Service will prompt for them, if you have already selected a student or term you will need to change them by accessing the links above from the menu REMEMBER: Student IDs must be in the format L00XXXXXX (9 Digits, including the CAPITAL L, padded with zeros at the beginning) 7

9 Student Information Menu CASAS Banner User Guide Self Service Student Information Menu Navigation: From the Self Service Main Menu select the Faculty Services tab Then select Student Information Menu Purpose: This is where all self service navigating for advisors will begin 8

10 View Student Information CASAS Banner User Guide Self Service Student Information Navigation: From the Student Information Menu select Student Information Purpose: Students Registration (Yes or No) Student s status and type Biographical Information Students Advisor Expected Graduation Date Curriculum Information (Student s Major) Link for Student s Addresses (Both Mail and ) 9

11 View Test Scores Self Service View Test Scores Navigation: From the Student Information Menu select View Test Scores Purpose: SAT Scores ACT Scores Assessment Test Scores 10

View Transcript Self Service Academic Transcript

ect the level (i.e. Undergraduate) There is only

the Student Information Menu select Academic

for one or more levels Note: See the Print

12 View Transcript Self Service Academic Transcript You must first select the level (i.e. Undergraduate) There is only one type available on Self Service Navigation: From the Student Information Menu select Academic Transcript Purpose: View an unofficial transcript for one or more levels Note: See the Print Transcript under the INB section for instructions on Printing Transcripts The Transcript will be displayed 11

13 View Schedule Self Service Student Schedule Navigation: From the Student Information Menu select Student Schedule Purpose: View Total Credit Hours View/Print a Students Schedule a Professor Tip: Check the bottom of the screen for useful links such as Add/Drop Courses 12

14 View and Advisees CASAS Banner User Guide Self Service Advisee Listing There is an link next to each advisee to them individually. Navigation: From the Student Information Menu select Advisee Listing Purpose: View Advisees an Advisee Convenient links At the bottom of your list of advisees you will see a link: Do not use this link it will not work, a solution is under construction Notice the convenient links next to each advisee: 13

15 View Holds (Including Advisor Flag) Self Service View Holds Navigation: From the Student Information Menu select View Holds Purpose: View Holds for a student REMEMBER: Advisor Flags are now Holds Note: Not all holds will be displayed in self service. Changes to holds must be made through INB (see Raise A Flag ) 14

16 Add or Drop Classes Self Service Add or Drop Classes Navigation: From the Student Information Menu select Add or Drop Classes Purpose: Add or Drop Courses for the selected term This screen will display courses for which a student is currently registered and allow you to add or drop courses Drop a Class To drop a class use the Action drop down list and select Drop Via Web Then click Submit changes 15

Add or Drop Classes (Cont d) Add a Class If you know the CRNs of the courses you would like to add you may enter them here and simply press Submit Changes, the classes will be added to the students

17 Add or Drop Classes (Cont d) Add a Class If you know the CRNs of the courses you would like to add you may enter them here and simply press Submit Changes, the classes will be added to the students schedule immediately when using this method. If you do not know the CRNs of the courses you would like you must use the Class Search button Use the Look Up Classes page to search for the course you would like to add 16

Click either Register or Add to Worksheet Selecting Register will add the class to the students

18 Add or Drop Classes (Cont d) Add a Class (Cont d) The sections matching your search criteria are now shown, use the check box to the left to select the section you would like to add. Click either Register or Add to Worksheet Selecting Register will add the class to the students schedule right away Selecting Add to Worksheet will add the CRN to one of the boxes on the Add or Drop Classes Screen (See below) 17

19 Internet Native Banner (INB) Tasks 18

20 Direct Access Go To Box CASAS Banner User Guide The easiest way to open the form you would like to use inside of INB is to use Direct Access or the Go To Box From the Main Menu the Go To Box is located near the top of the window just under the Toolbar If you are already in a form and would like to open another one, you can bring up the Go To Box by Pressing F5 The Go To Box will now appear at the top of the form Remember: After typing in the name of the form press Enter do not click the search arrow to the right of the Go To Box 19

Navigation Tips Forms are made up of Blocks, use the

those blocks Click the Next Block Button or use

To restart a form and select a new student use the

21 Navigation Tips Forms are made up of Blocks, use the Next and Previous Block buttons to move between those blocks Click the Next Block Button or use CTRL+PGDN To search a form use the Query Functions To restart a form and select a new student use the Rollback function Rollback toolbar button and keyboard shortcut 20

22 View Course History (SHACRSE, SHATRNS) Inside of Banner Institutional Credit and Transfer Credit are stored in separate places. Institutional Credit can be found in SHACRSE while Transfer Credit will be in SHATRNS. Viewing Institutional Credit Open the SHACRSE form, then enter a student s ID. Leave the term field blank to view all terms. Move to the Next Block The student s courses are now displayed. Note: You may query this form to narrow your results 21

View Course History (SHACRSE, SHATRNS) (Cont d) Viewing Transfer Credit Open the SHATRNS form. You need to enter a student s ID, then select a Transfer Institution and Attendance Period.

23 View Course History (SHACRSE, SHATRNS) (Cont d) Viewing Transfer Credit Open the SHATRNS form. You need to enter a student s ID, then select a Transfer Institution and Attendance Period. The Transfer Institution Number represents a school. Click the List of Values Button next to transfer institution (Arrow) The list of schools is now displayed, select the school you would like to view credit from Next you need to select an Attendance Period. If a student has credits for more than one level from an institution there will be multiple attendance periods. Click the List of Values Arrow to view existing Attendance Periods. 22

24 View Course History (SHACRSE, SHATRNS) (Cont d) After selecting the Transfer Institution and Attendance Period Move to the Next Block. If you continue to Next Block (Two more times) you will be taken to the Transfer Course Detail Screen where you can view the transfer courses Note: Many forms in banner, similar to this one have hidden blocks, if you continue to next block those blocks will be displayed. 23

25 View Degree History (SHADEGR) Open the SHADEGR form and Enter a Students ID, then select a Degree Sequence. You can view existing degree sequences by clicking the button next to degree sequence. Select a Degree from the Screen (Highlight a record to view details) (Details of Sequence 6 are listed below) 24

26 View Degree History (SHADEGR) (Cont d) Move to the next block (If holds exist you may view and override them at this point, to override a hold place a Y in the Box) Details of a the selected Degree will now be displayed, you can move to the Curricula tab for additional information Note: The Curricula tab has 2 tabs under it, the Field of Study tab will show details about a program/major as well as minors 25

27 Academic Standing and GPA (SHAINST) Academic standing and GPA are found on the SHAINST form. Academic Standing is on the first block while GPA is in a hidden block First enter an ID and Term Next Block If Academic standing is Blank that means the student has Good Standing. If it is listed as Good Standing you will know that it was previously in another state. 26

28 Academic Standing and GPA (SHAINST) (Cont d) To view GPA Next Blocktwice GPA for the current term will be displayed. The best place to see GPA for all terms is in Self Service Academic Transcript. 27

29 Print Transcript (SHARQTC, SHRTRTC) There are two steps for Printing a transcript in Banner, first you must request the transcript using SHARQTC, then you can print the request from SHRTRTC. First, open the SHARQTC form to request a transcript. After Selecting an ID Move to the Next Block (You may override holds by placing a Y in the override holds box) Move to the Next Block You will now see the previous transcript requests, to create a new request you need to Insert a Record. You can insert a Record by Going to Record and choosing insert or by Pressing F6 You now need to enter the Level and Transcript type. Level will be UG for Undergrad, GR for Graduate, etc. You may use AL to represent all levels Transcript type will always be OT 28

30 Print Transcript (SHARQTC, SHRTRTC) Next move to the Issue Information tab and enter an Address. Choose either LP (Legal Perminant) or MA (Mailing) for the address type and press TAB or Enter and the Address will be filled in for you Now Save the transcript request by clicking the icon or pressing F10. This step is complete. 29

Print Transcript (SHARQTC, SHRTRTC) The next step is to Print the Transcript from SHRTRTC Open SHRTRTC and move to the second block, then select a printer from the list Place a lowercase t in the

31 Print Transcript (SHARQTC, SHRTRTC) The next step is to Print the Transcript from SHRTRTC Open SHRTRTC and move to the second block, then select a printer from the list Place a lowercase t in the Special Print field to specify transcript. You may also choose here, which will send the transcript to your address as a PDF. Move to the Next Block Line 2 % means all requested transcripts will be printed, change to an ID for one transcript only Line 7 Y or N for Official Transcript (Choose N) Line 15 Sort Order Must be 5 Line 20 Must be set to N Move to the next block, you must be in this block to print. Check the Save Parameter Set checkbox to save these values as default. Click Save, the transcript will now print. (YOU MUST BE IN THE SUBMISSION BLOCK BEFORE YOU SAVE) 30

32 Notepad Viewing and Creating Comments (SPACMNT) Access the Notepad via the SPACMNT form. Select a student and move to the next block. Comments are listed on this form one at a time, move between them by scrolling or using PGUP PGDN. You may query this form. To add a new comment click Record Insert, or press F6. Enter your new comment, and then Save (F10). 31

33 Raise a Flag (SOAHOLD) CASAS Banner User Guide Advisor Flags are now Holds. The form to control Holds is SOAHOLD. To lift an advisee s flag simply select their ID on SOAHOLD and move to the Next Block. The Advisor Hold code is AV and is labeled Please See Your Advisor Enter a T in the To: date and press tab, this will change the date to today and effectively remove the hold and lift the flag After Changing the date to today, Save (F10) The students flag has now been raised 32

34 Add or Remove an Advisee CASAS Banner User Guide Advisee Advisor associations are set in the SGAADVR form. Select a Student and a term (choose the current term), then move to the next block To change an advisor you must backspace out the ID of the current advisor and enter the new advisors ID. If there is no advisor you may add one on the first line, if you would like to add a second advisor use the down arrow and enter the ID of the second advisor. To remove an Advisor from a student use Record Remove or Shift F6 33

35 34 CASAS Banner User Guide

36 Get Help Help Desk Website: Phone: (434) Banner Support Page Mike Mogren (Banner Student Module Trainer) Phone: (434)

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