Banner Documentation: Harness The Power!

Transcription

1 Banner Documentation: Harness The Power! Pat Barton USG Board of Regents

2 Documentation is a powerful tool. This presentation is designed for the functional user, and only documentation that will be helpful (in my humble opinion) to the average user will be discussed. For the more advanced user and technical staff, there is even more information available!

3 Banner Online Help Banner Baseline Documentation Banner Training Tools Georgia Enhancement Documentation

4 Banner Online Help Accessible directly from Banner Icon in toolbar Hold CTRL key down if popups are on Drill down for more information

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8 Banner Baseline Documentation SunGard s Customer Support Center fault.htmstart.swe?swecmd=start&sweho=conn ect.sungardhe.com User ID and Password are required for login USG institutions can contact the OIIT HelpDesk for assistance with new accounts

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10 Customer Support Center Enter User ID Enter Password Click OK (Enter may not work.) Remember My User ID and Password (Even with this checked, these may not be saved.)

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12 Don t Panic

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14 Documentation and Download Center Select product (Student, Admission, Financial Aid, etc.) Click List Available Documentation tab Look for Release 7.x

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16 Types of Documentation User Guide Release Guide Object:Access Reporting Guide New Year Start-Up Checklist (Financial Aid)

17 What?

18 User Guide

19 User Guide Module Specific Provides information regarding form descriptions, report descriptions, operation cycles and procedures, process parameters, etc. Designed for functional users who perform daily activities supported by that module

20 User Guide Expand bookmarks to view sections Click bookmarks to jump to sections Search feature available

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22 Search Feature Lists all occurrences of search criteria Jumps to first occurrence Lists page numbers Links to each occurrence

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24 Release Guide

25 Release Guide Module Specific Provides information regarding changes in a specific Banner release Extremely important tool to assist in staying current with changes

26 Release Guide Introduction gives overview of changes Sections give more detail including screen prints, list of forms that changed, new processes, etc. Problem resolution section is normally at the end

27 Release Guide Expand bookmarks to view sections Click bookmarks to jump to sections Search feature available

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29 Object:Access Reporting Guide

30 Object:Access Reporting Guide Module Specific Gives information about baseline views Most helpful when writing reports or sql queries Can be used to find a field name on a form

31 Object:Access Reporting Guide Expand bookmarks to view sections Click bookmarks to jump to sections Search feature available

32 Object:Access Reporting Guide Includes How To Use This Manual section Provides descriptions of each view Provides attribute, Banner form, Banner field/function

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35 New Year Start-Up Checklist

36 New Year Start-Up Checklist Financial Aid Only Year Specific Assists with new year setup

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38 Banner Training Tools

39 Banner Training Tools SunGard s Symposium User ID and Password are required for login (same as Customer Support Center information) USG institutions can contact the OIIT HelpDesk for assistance with new accounts

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41 Symposium Banner Training Workbooks CBTs (Computer Based Training) Banner Overview Courses

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43 Banner Training Workbooks

44 Banner Training Workbooks Module Specific Version Specific Lessons Self Check and Answer Key Step By Step Directions

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47 Banner Computer Based Training (CBT)

48 Banner CBTs Module Specific Tutorial Self-paced Pre-test and Post-test

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52 Banner Overview Course

53 Banner Overview Course Module Specific Draft Audio On/Off High Level Introduction for New Staff

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56 University System of Georgia Georgia Enhancement Documentation

57 Banner Production Support User ID and Password are required for login One ID/Password per institution Contact Banner Lead or OIIT HelpDesk for login information

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59 Georgia Enhancement Documentation Release Announcements, Test Plans, Release Notes User Documentation by Module OIIT HelpDesk

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64 Summary Banner Online Help allows fast and convenient access to information directly from tool bar. User Guides provide information on forms, fields, processes, operation cycles, etc. for help with daily activities and is designed for functional users.

65 Summary Release Guides provide information regarding changes included in specific Banner releases. Object:Access Reporting Guides provide information about baseline delivered views. New Year Start-Up Checklists provide financial aid specific information to assist in setting up the new aid year.

66 Summary USG Institutions Georgia Enhancement Documentation is provided for all GaMods. Test plans, release announcements, and release notes are available. Stumped? Call the HelpDesk!

67 QUESTIONS?