Banner Application Flow Chart

Transcription

1 Banner Application Flow Chart The Banner Quickflow Application Process with Additional Instruction for Continuing an Incomplete Application Al Cannon Updated 11 Jan 10

2 Processing the s Used CAP1 Command entered in Goto cell which launches s in Quick Flow Mode 1. GOAMTCH Common Matching Entry Check for Duplicates and Generate ID number 5. SAAADMS Admissions Application Degree, Previous College, Cohort 9. GOAINTL International Student Info 2. SPAIDEN General Personal Identification Address and Bio Info 6. SAAQUAN App Questions and Answers Admission Request Entering plans Mil Branch 10. SAAADMS Checklist 3. SOAFOLK Parent or Guardian Usually Skipped for AP Students 7. SOAPCOL Prior college(s) Attended Launches search function SOISBGI 11. SAADCRV Admissions Decisions Enter Admit- Provisional 4. SPAIDEN 8. SAAADMS 12. GOATPAD PIN Generation and Student Notification

3 Process Type CAP1 in GOTO cell Launches App QUICKFLOW Process 1. Process GOAMTCH 1a. Matching Source Type or Select OU-Student Processing the Page 1 of 3 2. Process SPAIDEN 2a. Next Block Icon 2b. Click Alternate Info Icon If Student has Other Names 2c. Enter Data (If Appl.) Name Type (M,F) Last First Middle Additional? Yes 3. Process SOAFOLK Guardian Info Though this screen is part of the Quick Flow -This is for imputing Parent/ Guardian data. You will most likely skip this step. Click on X Icon to go to next 4. Process SPAIDEN 4a. Next Block Icon 4b. Click on Telephone 4c. Enter Data Telephone Type = Pers Non-Permanent Home Telephone data here Use International Access cell 1b. Generate ID Click on Generate ID Icon 2d. Click on Save Icon 4d. Click on Save Icon 1c. Next Block Icon 1e. Click on Duplicate Check Icon 1f. No Matches Found Pop-up Click Yes to Create as New Yes duplicate (Already in System?) 1d. Enter Data in GOAMTCH fields LAST NAME FIRST NAME MIDDLE NAME ADDRESS TYPE = 2P ADDRESS SOC. SEC. No. (If Appl.) BIRTH DATE GENDER TELEPHONE TYPE = 2P TYPE = PERS 1e1. Click Select ID Icon Should student Application Process have already been initiated. Review on the s 2e2. Click on Save Icon Additional? Yes 2f. Click on Address 2h. Enter Data Update Address Data if Necessary Additional? Yes 2e. Click on New 2e1. Click Add Enter Data Name Type (M,F) Last, First, Middle 2e3. More than one er Name? Repeat 2e.-2e2. Enter Data Name Type (M,F) Last, First, Middle 2g. Click on New 4g. Click on Save Icon 4h. Click on info loaded in GOAMTCH? No 4i1. Enter Data Type = PERS Address 4e. Click on Bio 4f. Enter Data Gender (if nec.) Birth data (If nec.) Citizenship Ethnicity In Race Block Select Number from Menu 4i. Enter Data Preferred (So students receive acknowledgement notification) 4j. Click on Save Icon 1f1.ID Generated Pop-up stating that ID # has been created. Click OK will become blank. No Worries. 1g. Click on. GOAMTCH form will empty. Home Page will reapply before next form is launched. 2i. Click on Save Icon 2j. Click on X 2h1. Click Add Enter Data Mail Type = (1m) Mailing 4m. Click on Save Icon 4n. Click on X Icon to go to Next 4k. Click on Emergency 4l. Enter Data Priority = 1-9 Last, First, Middle Relationship = C Spouse

4 5. Process SAAADMS 6. Process SAAQUAN 7. Process SOAPCOL 8. Process SAAADMS 5a. Next Block Icon 5a1. Starting with Applications 5b. Enter Data Entry Term. Ex. FA09 = SP10 = SU10 = c. Enter Data Admission Type GR = Grad Student 5d. Enter Data Student Type P = Provisional 5d. Enter Data Residency I = International N = Non-Resident R = Resident 5e. Click on Curricula 5e1. Click on Curriculum Sub- Processing the Page 2 of 3 6b. Enter Data Applications ands Answers Block (SDs select the questions to load) CLICK ON ADD RECORD FOR EACH ZYMC = Mil. Capacity ZYAD = Active Duty? ZYMB = Military Branch ZYMP = Pay Grade ZSUS = Ever Expelled from college? ZFEL = Any Felonies? SAVE AFTER EACH ENTRY. ANSWER IF KNOWN. 5f. Enter Data Program Field Option List Appears. Select All Program Codes AAS-MHR = HR degree AGC-MARTS = IR degree AGC-Marts = Generic Dual Degree 5g. Click on Field of Study Not Necessary for CCE students 5i. Click on Save Icon At this point a Communication Plan will appearlower screen 5i. Click on Save and Return 5j. Click on Fees, Mail 6a. Next Block Icon 6c. Click on Insert New Record Icon for each new User Defined Question category (ZYMC, ZYAD ) Add Entry Answer of Possible AGC- Marts? Yes 6b. Click on Save Icon 6c. Click on 5h. Enter Data Field of Study M580 = IR Degree M455 = Dual Degree 5k. Enter Data Additional Data Block Study Level of Study G1= First Time Grad G2= Previous Grad Work 5l. Click on 7a. Click on Prior College and Degree 7b. Next Block Icon Click on Next Block Icon 7c. Enter Data Prior College Field Double Click launches search sub-form 7c1. Process Sub- SOISBGI Searches for College Code 7c2. Enter Data In State Field Press F8 Fields Populate Double click on school code Returns answer to SOAPCOL form 7d. Enter Data In Admissions Request Field Type CT01 for 1 st school, CT02 for 2 nd, etc. 7e. Click on Save Icon Additional Schools? Yes 7g. Click on 7f. Click on Insert New 7f1. Enter Data Repeat 7c-7c2 7f2. Click on Save and Return 8a. Next Block Icon Should go to Sources 8b. Click on Sources 8c. Enter Data Sources Block Background Institution Field Type Paper 8d. Enter Data Comments Block Originator Field Type CADM In Comment Field Type Original Signed Provisional statement in route 8e. Click on Save Icon 8f. Click on Contacts, Cohorts 8g. Enter Data Under Cohort Type Location Code ZE= Europe Example: ZESP = Spangdhalem 8h. Click on Save and Return 8i. Click on Re-App? Yes 7g1. Click on Insert New 8g2. Enter Data Under Cohort Type: RETRANS = Re-app with x-fers RENOTRANS = Re-App w/no x- fers

5 9. Process GOAINTL 10. Process SAAADMS 11. Process SAADCRV 12. Process GOATPAD 9a. Next Block Icon 10a. Next Block Icon 11a. Next Block Icon 12a. Next Block Icon Already have PIN? Yes 9b. Click on Nationality 9c. Enter Data Nationality Nation of Birth Citizenship If US, Enter US If Unknown, Click Find 10b. Click on Checklists 10c. Enter Data If Necessary APPLICATION FEE INFO ENTERED BY R&R 11b. Enter Data Under Appl. Summary Blk In Decision Field Type AP = Admit Provisional 11c. Click on Save Icon 12b. In the Current Third Party Block Click on RESET PIN Icon 12a1. No Data Entry Needed Exit out of the 9c1. Find launches Pop-Up box Search for county Highlight and Click OK Data is automatically entered in Field 10c1. Enter Data Check Admission Req. Block Enter C1, C2, C3. Next to colleges attended. 11d. Pop-Up Message stating Learner Record is created. Also, a communication plan appears on form. 12c. Click on Save Icon 12d. Click on X 11e. Click on Save Icon 8d. Click on Save Icon 8e. Click on X 10d. Click on Save Icon 10e. Click on X 11f. Click on X End Application Process. Need to Process Another App? Enter CAP1 in the Goto cell on the Banner home page to start the App Quickflow again Processing the Page 3 of 3

6 Continuing an Interrupted Application Process. Need to Process Another App? Enter CAP1 in the Goto cell on the Banner home page to start the App Quickflow again Launch Banner via the OZONE Portal Type CAP1 in GOTO cell Launches App QUICKFLOW Process 2. SPAIDEN General Personal Identification Address and Bio Info 1e1. The Students matching the criteria appear in form on lower left side of screen. Proceed beyond this form? YES 2a. Enter Data Enter Student ID number in the ID field 2b. Click on Next Block Icon Student s name and other information will populate fields 2c. Enter Data Enter Data Continue following Application Flowchart 3. SOAFOLK Parent or Guardian Usually Skipped for AP Students 3a. Click on X Icon to go to Next. 4. SPAIDEN Proceed beyond this form? YES 5. SAAADMS Admissions Application Degree, Previous College, Cohort 6. SAAQUAN App Questions and Answers Admission Request Entering plans Mil Branch 7. SOAPCOL Prior college(s) Attended Launches search function SOISBGI 1. GOAMTCH Opens 1b. Type OU_Student in the Matching Source field 1c. Click on Generate ID Icon 1d. Type Last Name and First Name in Fields 1e. Click on Duplicate Check Icon 1f. Highlight the appropriate ID number 1g. Click on Select ID Icon Once the Select ID Icon is double clicked 1g1 the GOAMATCH form will close and you will be advanced automatically to the next form SPAIDEN 2d. Click on Save Icon 2e. Click on X Enter Data Accordingly Similar to Example of Entering data in the SPAIDEN Steps 2a. to 2e. 8. SAAADMS Steps to Complete a Partially Processed Application On the "home form" Start the application process using the "CAP1" command to launch the Application "Quickflow." 1a. GOAMTCH form opens 1b. Type OU_Student in the matching source field 1c. Click on Generate ID Icon 1d. Type Last Name and First Name in fields 1e. Click on Duplicate Check Icon 1e1. The Students matching the criteria appear in form on lower left side of screen. 1f. Highlight the appropriate ID number 1g. Click on Select ID Icon 1g1. Once the Select ID Icon is double clicked the GOAMATCH form will close and you will be advanced automatically to the next form SPAIDEN If you need to enter information into this form 2a. Click on Next Block Icon 2b. Enter Data 2c. Click on Save Icon 2d. Click on progress to next form 2e. Exit out of the 1st form GOAMTCH using the "X" icon