SECTION A: Introduction to Banner

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1 Revised Nov. 1, 2006 SECTION A: Introduction to Banner CONTENTS INTRODUCTION... 1 HELP... 2 GETTING STARTED INSTALLING BANNER LOGGING IN... 2 MAIN MENU DESCRIPTION SHORTCUTS AND PREFERENCES TOOLBAR FORM LAYOUT THINGS TO REMEMBER WHEN UPDATING A RECORD IN BANNER BANNER TERMS AND DEFINITIONS:... 9 Available Online at

2 Introduction This document provides basic information on getting you started on using Banner. It provides a brief background on Banner and describes key features, including menus, tools bars and tips on navigation. What is Banner? Banner is an integrated suite of collegiate administrative solutions developed by SunGuardSCT Corporation of Malvern, Pennsylvania. It consists of four major systems: Advancement (Development and Alumni) Finance Human resource Student Within each System resides a number of Modules for the various Carleton business processes; e.g., Admissions, Awards, registration, Housing An integrated systems means that all functional areas or systems can share the same data, which is stored in a common Oracle database. This provides many advantages some of which are: Data is consistent throughout all systems Data is input once, avoiding duplication of effort Avoids multiple records for single entity Changes in data are in real time and therefore are available immediately to all area Data may be combined for every module for comprehensive reporting and query Banner is web-based and may be accessed by any browser at any time; hence enabling self services for students, faculty, and employees. These services are continually being developed by Carleton University. Student Services: Student can register/withdraw from courses, order books, apply to graduate change personal information, check Admissions application status, courses. Faculty Services: Submit final grades, access class lists and timetables. Employees Services: Access personal information such salary and leave balances. Banner has been implemented in numerous universities and colleges all over the world. Among those in Canada are McGill, Dalhousie, Memorial, Regina, St. Francis Xavier, Laurier, Ottawa (HR Module), as well as numerous Ontario colleges. 1

3 HELP Banner access for new employees must be approved by the Departmental Administrator/Chair. Please send your request along with the employee name, ID, position title, and if possible the name of the employee s predecessor. Please submit your access request to: student_systsems_support@carleton.ca Technical Problems/Password Resets: contact the CCS Service Desk: 2 ccs_service_desk@carleton.ca (613) Getting Started 1.0 Installing Banner 1. Open internet browser. Internet Explorer should be the default browser. 2. In the Address field type and hit Enter. The Banner Launcher will appear. 3. To add the Banner url to your favorites by click on Favorites and add to favorites. To create shortcut on your desktop go to File > Send > shortcut to desktop. 2.0 Logging In 1. At the general menu page select Prod to bring you to the Login screen. 2. Enter Login information as follows: Username: Type in your username (first and last name without spaces) Password: The default password is u_pick_it. You must change it as soon as you are in the system. Click Connect or hit enter 2

4 3. A Confidentiality page will appear. You must accept the policy by hitting Continue. If you do not accept the policy, you will be logged out. NOTE: If at any time you receive a message regarding Oracle JInitiator, click yes to install. This is a requirement in order to run Banner. If you have problems installing JInitiator, please contact a person in your office who has administrative access to the network or contact the CCS Service Desk. Main Menu 3.0 Description The main menu contains Banner Products, methods of navigation, and functions for easy access to data. The SCT banner menu is where Carleton business processes reside, including the four Main Modules: Advancement, Finance, Human Resources, and Student. Each one of the systems consists of several Models that reflect the different functional areas within it. The main systems are arranged and accessible through either a menu tree or a menu bar. The screen image below displays the features of the Main Window. 3

5 Program Title Bar: An information bar that identifies Oracle developer Form. On the right of the screen are the Minimize, re-size and Exit buttons. Menu Bar: This area is to be covered as part of process training as it is specific to the form you are in. Form Name, Version Number, and Date: displays the form name. All forms in Banner have Acronyms, which follows from a naming convention. For example: o Position 1 identifies the primary system that owns the object S for Student, F for finance, H for Human Resources, and G for General System o Position 2 identifies the module that owns the item o Position 3 identifies the type of form, report, job or table o Position 4, 5, 6, and 7 (GMNU) uniquely identify the form, report, job or table (General Menu) Go to: a.k.a. direct access field, this is a navigation option which calls up the form directly (by typing its seven-character acronym). Object Search (GUIOBJS): perform an object search by name description or type. Use the wildcard (%) to perform search. See terms (section 8.0) for further details. Tool Bar: See toolbar (section 5.0) for full details. Product Menu Tree: click on the plus sign (+) to display, click on the minus (-) sign to hide or select and hit enter. Change Banner Password link: directs to the Password Change Form (GUAPSWD) to change your login password. My Links: enables you to create up to six links (favorite URLS or frequently used forms). See shortcuts and preferences (section 4.0) for further details. Color Schemes: enables you to set preferences, i.e. to change color for all sorts of things, such as the canvas (background), code/description prompts, scroll bar, etc. See shortcuts and preferences (section 4.0) for further details. My Banner: directs to My Banner Maintenance (GUAPMNU); this allows you to organize your Banner by creating a shortcut to frequently used Banner forms (i.e. SPAIDEN, SGASTDN). See shortcuts and preferences (section 4.0) for further details. 4

6 4.0 Shortcuts and Preferences To customize color settings and links click on File > Preferences, or enter GUAUPRF directly. Customize the color settings in the Display Options tab. Customize your links in the My Links tab. 5

7 To organize My Banner, enter GUAPMNU. In the Object column, enter the seven-character acronyms of the forms you want added to My Banner. Save, exit and re-enter banner to view changes. 6

8 5.0 Toolbar The tool bar contains a set of icon buttons that perform common functions (the most commonly used menu items). To access a toolbar function, click on the icon button (this is the same idea as the Microsoft toolbar that has the B, I, U, Save, Print, etc. Grey out icons is currently not in use. 1. Save: Saves all changes entered. 2. Rollback: Clears all information, except key information, and returns the cursor to the first field in the Key Block. 3. Select: Enters the selected value into the desired field. 4. Insert Record: Inserts a new blank record into the list of existing records. 5. Delete Record: Removes all information for the current record. You must first Save in order to delete. 6. Previous Record: Moves the curser to the previous record. 7. Next Record: Moves the curser to the next record of the current block. If the cursor is in the last record, a new record is created. 8. Previous Block: Moves the cursor to the pervious block. 9. Next Block: Moves the cursor to the next block. 10. Enter Query: searches the database and displays the first set of records that match your search criteria. 11. Execute Query: Searches the database and displays the first set of records that match your search criteria. 12. Cancel Query: Cancels the query and takes the form out of Query mode. 13. View/Send Message: Not in use. 14. Print: Prints screen. 15. SCT Banner XenderSolutions 16. BXS Add document 17. Workflow Submit 18. Workflow Release 19. Broadcast Message 20. No Fine-Grained Access Control Security enabled 21. Online Help: Not in use. 22. Exit: Exits out of a form, not out of Banner (unless in the Main Window). 7

6.0 Form Layout 1. The tab metaphor: many forms have tabs across the top for each block. Click on the tab to access the information rather than performing a Next Block function.

9 6.0 Form Layout 1. The tab metaphor: many forms have tabs across the top for each block. Click on the tab to access the information rather than performing a Next Block function. On forms that do not have tabs across the top, you will need to perform a Next Block function or use the Options menu to navigate to various blocks. 2. The Options menu is accessible via right-click. Right-click anywhere on the form to bring up the Options menu. In addition to forms options, this menu provides access to functions such as Rollback, Save, Exit, Print, and Add to Personal Menu. 3. The search fields can be found by clicking on drop-down arrow. Click on the drop-down arrow to view the LOV or search options. 4. There are now separator bars to help distinguish various parts of a form. 5. The default size is 1024 X 768 pixels. 6. Person search button: when you do not know a student s ID, click this button to enter SOAIDEN. In the Option List, click Person Search. Enter the student s last and first name and click Execute Query. Double click the ID you want to return to the previous form. 8

10 7.0 Things to remember when updating a record in Banner Always verify the information in the key block before you update. Name, Id and Term Remember to save your changes before you exit. Registration is by term: Fall = Winter = Summer= Updates must always be done in both terms especially when dealing with full-session courses. 8.0 Banner Terms and Definitions: General Person: The General Person Module contains biographical information, such as date of birth, Address, etc., for every entry that is in Banner. There are 2 categories: Person: any individual, student, employee, or donor. Non-Person: a company, supplier, corporation, agency. Field: Area in a form where data can be entered, queried or displayed; Blue fields indicate a validation table. Validation Table: A list of predefined values that fields may contain (all the options you can choose from). If a field title is in blue, there is a Validation Table behind it. This allows the user to tailor Banner to their needs by providing lists of allowable values for specific fields. Record: All information displayed in the window for an item. A set of related data: i.e., street, city, province, postal code form an address record. Form: Window containing enterable fields for a process. An online document main types are data entry, viewing, validation and search forms. Key block: Contains a unique identifier necessary to find specific data all information in the form relates to the Key Block. Block: Contains the details pertaining to the Key Block; there can be multiple blocks in a record. Query: A search for information that is already in the database. Wildcard: The character % that allows you to search for words (i.e. student names, Banner forms, etc.) using parts of the word. For example, %gas% will look for words that contain the letters gas, such as SGASTDN. A complete Glossary of Banner terms may be found on the Administrative Systems website at: 9

GENERAL NAVIGATION REFERENCE GUIDE FOR BANNER 7.X

GENERAL NAVIGATION REFERENCE GUIDE FOR BANNER 7.X Table of Contents I. Banner Basics A. Launching Banner...1 B. Main or General Menu...2 C. Setting Personal Preferences...3 D. My Links Customization of