BANNER BASICS. What is Banner? Banner Environment. My Banner. Pages. What is it? What form do you use? Steps to create a personal menu

Transcription

1 BANNER BASICS What is Banner? Definitin Prduct Mdules Self-Service-Fish R Net Lg int Banner Banner Envirnment The Main Windw My Banner Pages What is it? What frm d yu use? Steps t create a persnal menu What is a Page? Seven Character Frm Name (SPAIDEN) Banner 9 March 12, 2018

2 Definitin Banner is a cmprehensive applicatin suite that cnsists f web based sftware applicatins fr student infrmatin, advancement, human resurces, financial aid, financial management, and mre. Data is shared thrugh the varius prduct mdules using interface ability t accmplish necessary tasks. An Administrative Slutin, integrating applicatins and technlgies is the cre f Banner. Prduct Mdules 1. Student - cmbines administrative and academia functins 2. Advancement - manage dnr infrmatin 3. Finance - central integrated lcatin fr SJFC financial data and reprting 4. Human Resurces - administrative and self-service slutin t manage persnnel infrmatin 5. Financial Aid - enables SJFC t prcess aid and administer aid surces 6. General - prvides management tls and utility prgrams that are used by the ther mdules 7. Dcument Imaging capture, manage, and access dcuments acrss the entire campus Self Service-Fish R Net Banner Self-Service is a prduct that prvides students, faculty, alumni, and staff with secure access t persnal infrmatin in an easy-t-use web based frmat. 1. Fish R Net can be accessed frm: and 2. Frm my.sjfc.edu, within the launch pad click n the Fish R Net icn. a) Click n apprpriate chice frm the Fish R Net web page. b) Enter yu User ID and Pin and click n Lgin. 1

3 Banner-Lgn Frm: enter Banner credentials and lgin. Banner PPRD test envirnment Banner PROD prductin where yu wrk daily *Please nte: Yur manager will cntact OIT via the Banner Access Request frm. Yur username and passwrd will be prvided t yu frm the Banner Security Administratr. Best-case usage: Brwsers: Chrme and Firefx wrk best with Banner 9. First time: allw ppups frm the Banner site. Chrme: G t page where pp-ups are blcked. Within the address bar, click n Pp-up blcked icn. Click n the link fr the pp-up yu want t see. Select, Always allw pp-ups frm this site and click n Dne. Firefx Click n the Hamburger menu buttn and select Optins. Select Privacy & Security, within the Permissins sectin, if Blck pp-up windws is checked, click n the Exceptins buttn. Enter (cpy & paste) Banner website address, click n Allw and Save Changes. Naming Cnventins fr Banner Objects Each psitin in the frm name has a specific purpse. System identifier (ne r tw characters) Mdule identifier (ne character) Object type cde (ne character) Unique identifier (fur characters). 2

4 Landing Page The Landing Page cntains several parts: Banner User The Applicatin Navigatin Tlbar: Menu Icn - tp left crner, pens Banner menu. Displays all f the mdules in Banner and My Banner. Search Icn enter name r Banner acrnym Banner User Name tp right crner, username f persn lgged int Banner Sign Out clsing the brwser windw des nt lg yu ut f Banner. It is imprtant t sign ut t clse applicatin and exit brwser. This will cmpletely clse yur sessin. Help Icn displays infrmatin abut the page yu are currently viewing Search Bx enter name r Banner acrnym KeyBard Shrtcuts: link lcated at bttm right CTRL + M = Display Menu CTRL + Y = Display pen items CTRL + SHIFT + Y = Search CTRL + SHIFT + F = Sign Out CTRL + SHIFT + L = Help 3

5 My Banner List f pages that yu custmize fr quick access. Add pages that yu use daily and update as needed. Use GUAPMNU Persnal Menu Maintenance, t create, change and cpy My Banner. Frm the GUAPMNU page, duble click the bject and click n Insert Selectin t add t yur persnal menu. Click n Save, bttm right f page. Click n Exit. Additins t My Banner will appear after yu lg ff and lg back in. F7 Search r Open Filter Query F8 Execute a query Page Header Features within pages: (frm left t right within red utlined area) 1. Clse Page icn: X 2. Page title: System Indicatr Validatin (GTVSYSI) 3. Add and Retrieve: used with Dcument Imaging 4. Related Menu: displays a list f pages that are assciated t the page. 5. Tls Menu: refresh, exprt, clear recrd, etc Additinal Items: (yellw utlined area) Insert: insert recrd (F6) Delete: delete recrd (Shift + F6) Cpy: cpy recrd (F4) Filter: add anther field (F7) 4

6 Pages The first blck n mst pages cntains key infrmatin. The Key Blck determines what is entered r displayed n the rest f the page. Other sectins f the page cntain additinal details fr the key infrmatin. Each sectin cntains related infrmatin. Sme pages have tabs. Tabs arrange infrmatin in a way that allws yu t navigate easily between grups f infrmatin. Ntificatin Center is lcated at the tp f the page under the breadcrumb trail. It can display: Key blck, page, and field errrs Successful save f data Aut help infrmatin Recrd specific messages Keybard Shrtcuts: Direct Access/G t Alt +G G - Shift + F3 Start Over - Shift + F2 Cpy Term - Alt + C End Term - Alt + X Cpy recrd/sectin - Shift + F6 Insert Recrd - Shift + F4 Delete Recrd - Shift + F5 Save - Shift + F10 Lkup - F9 Filter - Shift + F7 G (n Filter) - Shift + F8 Next Blck/Sectin Page Dwn Previus Blck/Sectin Page UP Next Field Tab Next Recrd Dwn Arrw Previus Field Shift + Tab Previus Recrd Up Arrw Clear Filed - Backspace Exit - Ctrl + Q Help - Alt + F1 Item Prperties - Alt + I Tls - Alt + L Brwse menu - Alt + M Hme - Shift + Hme (return t Main page) 5

7 Print/ Save / View Reprts Frm Chrme: View: Click n Related > Review Output Output is displayed frm bttm f page, increase the number f lines displayed. Save r Print: Click n Tls, select Shw Dcument (Save & Print File) Click Yes t cntinue t pen in brwser Right click & Print. Frm Mre Settings - Yu may need t change the layut t landscape befre printing r increase margins r scale. Save as Excel File: Right click & Save As a Text file Launch Excel, pen the text file, chse either Delimited r Fixed Width, change and click n Next. Adjust clumns if necessary and click n Finish Befre exiting Excel, save file as an Excel file. Save as a Text File: T ensure prper frmatting, cpy & paste data int Ntepad CTRL + A selects all data CTRL + C cpy Launch Ntepad CTRL + V paste data Save file as a text dcument, (yu may need t add.txt t the file name) Frm Firefx: View: Click n Related Review Output Output is displayed frm bttm f page, increase the number f lines displayed. Save r Print Click n Tls Shw Dcument (Save & Print File) Click Yes t cntinue t pen in brwser Press CTRL & P. Frm Prperties - Yu may need t change the layut t landscape befre printing r change scaling Save as an Excel File: 6

8 Right click & Save As a Text file Launch Excel, pen the text file, chse either Delimited r Fixed Width, change and click n Next. Adjust clumns if necessary and click n Finish. Befre exiting Excel, save file as an Excel file. Save as a Text File: T ensure prper frmatting, cpy & paste data int Ntepad CTRL + A selects all data CTRL + C cpy Launch Ntepad CTRL + V paste data Save file as a text dcument Clear Cache Chrme T remve temprary internet files and website files can result in perfrmance imprvements. ages.cm 1. Launch Chrme, the tp right, click Mre (three dts). 2. Click n Mre tls and select Clear brwsing data. 3. Frm the Clear brwsing data dialg bx 1. Chse a Time range. 2. T delete everything, select All time. 4. Three chices 1. Brwsing histry, Ckies and ther site data, and Cached images and files, check the bxes. 5. Click Clear data. Banner Prcess/Security Prcedures T access frms and requirements fr using the Banner System: 1. Frm mysjfc, click n the Office f Infrmatin Technlgy Link, navigate t Banner Services. 2. T request access t the Banner System, dwnlad and cmplete the Banner Access Request Frm. a. Banner functins are nly given t peple wh need access t Banner. It requires their manager s and VP s signatures/apprval. 3. Cmplete the Cnfidentiality Agreement. All cllege emplyees wh have access t persnal, financial r ther private and cnfidential infrmatin are asked t sign the Cnfidentiality Agreement. 4. OIT will never ask fr yur username and passwrd! a. Banner Passwrd D nt write it dwn n paper! b. Lg int my.sjfc.edu: Click n Banner 9; ging thrugh my.sjfc.edu authenticates yu as a user. 7