Banner Student. Training Guide 7.4 Version I September Texas Tech University Texas Tech Health Sciences Center Student Information System

Transcription

1 Banner Student Banner General Instructions Training Guide Version I September 2008 TTU TTUHSC 1

2 Appropriate Use and Security of Confidential and Sensitive Information Appropriate Use and Security of Confidential and Sensitive Information Due to the integration of Student, Human Resources, and Finance modules in Banner, it is imperative that you understand the importance of records security in regard to the access you may have in Banner. You may be granted access to information beyond what you need to perform your assigned office duties, but you should adhere to only the areas you are responsible for. Your access into Banner has been granted based on job duties and it is your responsibility to ensure the information you have access to is used appropriately. Because you have access to confidential information currently enrolled and former students, it is important that you comply with and are aware of the FERPA Act of 1974 (Family Education Rights Privacy Act). All information, unless you have been given written consent from the student, should be used for legitimate educational purposes only. It is necessary that All University employees become familiar with the following policies. Always as a precaution, below are some good standards you should always follow. Do not share your password(s) or store them in an unsecured manner. Do not leave your workstation unattended, it is your responsibility to keep any activity attached to your login id secured. Do not share any confidential and sensitive information with anyone, including colleagues, unless there it is to be used for business purposes. Do not leave any documentation that has any identifiable information pertaining to a student on your workstation without you being there to secure and protect it. ALWAYS, securely dispose of all documents, reports, screen prints, handouts that contain confidential and sensitive information by destroying or shredding up those documents. Contact the Office of the Registrar or refer to the Office of the Registrar s WEB site to find out more information pertaining to FERPA. TTU TTUHSC 2

3 Key Concepts Banner Terminology Forms: Key Block: A form is where information will be viewed. The Key Block is the top portion of a Banner Form; this is where you enter key information such as the Tech ID, Name, CRN, and Term to bring up information on the form. Blocks: Tabs: Term: CRN: Next Block: Blocks are areas on the Form. On some forms within Banner, there are tabs, also known as blocks. Select a tab to view the information affiliated with the tab. Fall, Spring, and Summer Terms are set up with a unique naming process. Refer to the Term Code instructions in this handout. Each course section is generated a five digit number that identifies the course section. The registration process uses the CRN. To activate the information on the form Previous Block: To move backwards to a previous block Roll Back: Save: Exit Form: To move back to the Keyblock area. To save information entered on a form. To close out the current form, click the large X (Exit) icon TTU TTUHSC 3

4 Banner Navigation Tips Navigate to and from blocks by using: Icons on the Toolbar Menu Bar Keyboard Shortcuts Common Functions Next Block F8 Execute Query Previous Block F7 Enter Query Rollback F10 Save Select X Exit F5 Direct Access Print Icons on Toolbar Save Select Next Next Enter/Execute Print Xtender FG Exit Record Block Query Access Rollback Insert/ Previous Previous Cancel Online Remove Record Block Query Help Record Menu Bar Select Menu to View Example shows the Functions under the File Menu Every menu has different specialized functions TTU TTUHSC 4

5 Function Menu Keyboard Icon Next Record Record/Next Down Arrow Previous Record Record/Previous Up Arrow Clear or Delete Record Record/Clear or Record/Remove Shift + F6 Insert Record Record/Insert F6 Next Block Block/Next Ctrl + Page Down Previous Block Block/Previous Ctrl + Page Up Enter Query Query/Enter F7 Execute Query Query/Execute F8 Cancel Query Query/Cancel Ctrl + q Rollback File/Rollback Shift + F7 Save or Commit File/Save F10 Next Field Field/Next Tab none Previous Field Field/Previous Shift + Tab none Exit File/Exit Ctrl + q Select File/Select Shift + F3 Direct Access File/Direct Access F5 None TTU TTUHSC 5

6 Terms Abbreviations Term abbreviations are 6 characters long and consist of three parts: 1 st 4 th Position Represents the Academic Year 5 th Position Term 6 th Position Institution Academic Year 1st 4th position An academic year runs from the fall to the summer term (September to August) 2010 academic year includes Fall 2009, Spring 2010, and Summer 2010 Hint: For Spring and summer semesters, the academic year and calendar year will match For the Fall semester, add one to the calendar year to get the academic year Term 5th Position Fall (+1 Year) Spring Full Summer Summer I (no longer used after Summer 2008) Summer I (no longer used after Summer 2008) Academic Unit 6th Position 1 HSC (AH GBS NURS) 3 Medicine 5 Pharmacy 7 TTU (Undergraduate Graduate) 8 Law Banner Terms TTU Spring Summer Fall 2009 LAW Spring Summer Fall 2009 Banner Terms HSC Spring 2009 HSC Spring 2009 Med Spring 2009 PHM Summer 2009 HSC Summer 2009 Med Summer 2009 PHM st Summer 2009 HSC nd Summer 2009 HSC Fall 2009 HSC Fall 2009 Med Fall 2009 PHM Fall 2009 Med El Paso TTU TTUHSC 6

7 Banner Naming Convention Position 1: Position 2: Position 3: Position 4 7: Identifies the system which owns the form Identifies the application module which owns the form Identifies the type of form A short description of what the form is SPAIDEN Position 1 S System is a Student application Position 2 P Application is a Person Position 3 A Form is Application Position 4 7 IDEN Form is an Identification form SAAADMS SFAREGS S Student S Student A Admissions F Registration A Application A Application ADMS Admissions Application REGS Student Course Registration SCACRSE SSASECT S Student S Student C Catalog S Schedule A Application A Application CRSE Basic Course Information SECT Schedule course sections SOAPCOL SGASTDN S Student S Student O Overall G General Student A Application A Application PCOL Prior College Information STDN General Student Information TTU TTUHSC 7

8 Key Block Blocks and Tabs Key Block Top Portion of the Form is called the Key Block area All information on the form relates to the Key Block data Enter in information such as Banner ID, Term, CRN, etc Key Block Blocks/Tabs The main body of the form Contains information pertaining the student, course, course section, etc Not all forms have Tabs, so in order to navigate through the form, you must do Next Block Four General Ways to Navigate through Tabs/Blocks Tab Click on the Tab: Address, Telephone Next Block/Previous Block Click on the Next Block Icon Click on the Previous Block Icon Block/Next Use the Menu Bar Click Block on the drop down menu Click Next Keyboard Shortcut Cntl + Page Down TTU TTUHSC 8

9 Banner Student General Navigation Banner TTU TTUHSC Log into Banner Log in with your: eraider Username/Password [Sign In] 3. INB Internet Native Banner TTUSPRD Production UDEV Test Exit out of Banner There are a couple of ways to close out Banner 1. Click on the Red X in the Upper Right corner 2. File/Exit (drop down Menu) The below message will pop up [Yes] To Close out Banner [No] Takes you back to Banner 4. Oracle Banner ID Log in with your: Oracle Username/Password [Connect] First Time Logging into Banner You may receive a pop up window to install Java Software Install Java Software or ask your Department Technical Support for assistance Forgot Your Password? Log In with your: eraider Username/Password Reset Password Link Follow Password Guidelines Enter Password Click Set Password Button Note: If you see any other message other than Password has been Changed, try again. If you continue to have problems with your password; contact the IT Help 742 help. TTU TTUHSC 9

10 General Menu and Layout Security: Each user will only see the forms they have access to according to their level of security To Open up the Student Menu 1. Highlight Student [*STUDENT] Double Click on folder 2. Folder will open showing all folders under the Student Menu TTU TTUHSC 10

11 Basic Navigation to a Banner Form (SPAIDEN) There are several ways to navigate to a Banner Form. In this example, we will navigate to the SPAIDEN Form In these instructions, we will go over two basic processes. 1. Navigate to SPAIDEN using Banner Menus, or 2. Type SPAIDEN in the Go To...field 3 Steps to SPAIDEN Through Banner Student Menu Banner Menu 3 Steps to SPAIDEN 1. Highlight > Double Click on Student Menu 2. Highlight > Double Click on General Person 3. Highlight > Double Click on General Person Identification form [SPAIDEN] Quick Steps to SPAIDEN 1. Type SPAIDEN in Go To Field 2. [Enter] Quick Step to SPAIDEN Using the Go To field Type in SPAIDEN in Go To...Field TTU TTUHSC 11

12 Components of a Banner Form In this manual, SPAIDEN is used as an example of a typical Banner form within Banner Student. The basic set up of all forms are the same; except SPAIDEN has Tabs and not all forms have Tabs TTU TTUHSC 12

13 How to look up a Student The following demonstrates three ways to bring up the student s information. This process works on any Banner student specific form. Use wildcards (when needed) to narrow down a search criteria. Wildcards A wildcard is a special character that represents one or more characters. Use wildcard symbols % and _ in the search criteria. Wildcards can be used to search for partial names, and Tech ID numbers. % (percent sign) represents any number of characters _ (underscore) represents one occurrence of a character To get these results All entries that contain sm All entries that begin with sm All entries that end with sm 1. Tech ID Enter Tech ID in the Student ID field [Enter] All entries that have m as a second character, and any characters after m 2. Name Search Enter in Last Name, First Name use wildcard % or _ (if needed) [Enter] ID and Name Extended Search window will pop up Click on Results Highlight person [Click] to select 3. Use drop down arrow to search Click on drop down arrow to SOAIDEN form Select Person Search Enter in Last Name, First Name use wildcard % or _ (if needed) [F8] Highlight Name [Double Click] in ID Field Enter this criteria... %sm% sm% %sm _m% Search by: 1. Tech ID 2. Name Search 3. Drop down arrow Tip Use Commas with name search Last, First, Middle Examples: Matador, Raid% Matador, Raider, J% 1st By Tech ID Enter Tech ID in the ID field [Enter] TTU TTUHSC 13

14 How to look up a Student Continued from previous page 2nd By Name Search (using wildcards) Enter in Last Name, First Name Use wildcard % or _ (if needed) [Enter] ID and Name Extended Search window will display Click on Results Highlight > Click Person to select name 3rd By using Drop Down Arrow SOAIDEN Click on drop down arrow Select Person Search Enter in Last Name, First Name use wildcard % or _ (if needed) [F8] Highlight Name [Double Click] in ID Field TTU TTUHSC 14 To Start New Query Click Enter Query Icon This will clear all data Enter new query (search criteria) [F8] Highlight Name [Double Click] in ID Field

15 Name Search Forms Two Name Search forms are available and can be used when searching for a student. SOAIDEN Person Search form SOAIDNS Person Search Detail form SOAIDEN SOAIDEN is also located in the Key Block area between the ID and Name field Displays Tech ID Last Name First Name Middle Name Birth Date Name Type SOAIDNS SOAIDNS displays not only the same information as SOAIDEN, but also includes: Displays Addresses Telephone Numbers Terms Curricula Summary Field of Study Use F8 feature to search SOAIDNS Use F8 feature to search TTU TTUHSC 15

16 Tips to Remember Options Menu Right Click in the body of the form (not in a field) to activate the Options drop down menu. Functions are unique depending on the Banner Form that is open. Some common functions are: Rollback, Save, Exit, Print, Add to Personal Menu. Title Bar The Title Bar displays all the forms currently open. The Title Bar will also display if the form is in Query [Q] mode. SPAIDEN Updatable SOADDRQ [Q] Query Mode Printing Three ways to print a form (screen print) Print Icon File > Print Shift + F8 Tech ID The Tech ID is the official TTU campus wide ID that replaces the Social Security Number. The Tech ID is a nine character number and will begin with the letter R. The Tech ID must be kept confidential. History of Forms The last 10 forms accessed are displayed since initially logged into Banner. When Banner is closed, the history of all forms accessed will be reset. Click on File drop down Menu TTU TTUHSC 16

17 Tips to Remember Continued View Current/Active Curricula Check the View Current/Active Curricula box in the key block area to display only the current and active curricula on student. This will assist in filtering out the historical programs that are no longer active. The View Current/Active Curricula box is located on SAAADMS, SGASTDN, SHADEGR, SGASTDQ. Carry forward Information Information entered in the key block will carry from form to form. For example: when the Tech ID is entered in the key block, the name and ID will carry forward to each student specific form. Banner WEB Windows Two Oracle windows will open when you sign into the Banner system. Both Windows MUST remain open, otherwise, Banner will be closed. Oracle Developer Forms Runtime Oracle Application Server Forms Services (grey blank window) Can t remember your password? Log into the Team web site to reset your password. If you continue to experience problems, contact the IT Help Desk. 742 HELP ithelpdesk@ttu.edu Training Materials Banner Student Training materials are located on the Office of the Registrar s Web site. Student Record Training TTU TTUHSC 17

18 Summary of Forms SPAIDEN (addresses, , biographical info) SPATELE (telephone numbers) SOAIDEN (name search) SOAIDNS (detail name search) SGASTDQ (student summary) SFAREGQ (student schedule) SPACMNT (general comment) WOAHOLD (holds) TSAACCT (tuition and fees) Banner Banner Form Name TechSIS SPAIDEN General Person Identification SPATELE General Person Telephone SOADDRQ Address Summary SOAIDEN Name Search 102 SOAIDNS Person Search Detail 102 SGASTDQ General Student Summary 1E 110 SFAREGQ Registration Query 109 SPACMNT Person Comment 148 WOAHOLD Hold Information 148 TSAACCT Amount Detail Review 408 TTU TTUHSC 18