General Navigation Banner 9

Transcription

1 Banner 9 Created August 2018

2 Table of Contents General Information... 4 Banner 9 Upgrade... 5 Terminology Changes... 5 Important Shortcut Changes... 6 Banner Login... 6 Dashboard... 7 Accessing Pages in Banner Basic Navigation... 9 Page Header... 9 Notification Centre Key Block Sections Buttons Lookup Feature Miscellaneous Required Fields Sort Order Multiple Records Page Layout Dates Print Data Export Item Properties Find a Banner ID Person Search ID and Name Extended Search Alternate ID Search Filter Data Basic Filter Advanced Filter... 24

3 My Banner Banner 9 Support Appendixes Appendix A: Banner Keyboard Shortcuts Appendix B: Buttons... 30

4 General Information There are three terms per year: Fall Term, Winter Term, and Summer Term. In Banner, these terms are represented by the following codes: Term Fall Winter Summer Term Code 201X90 201X10 201X50 Note: 201X80 term is used only for PGME students, and runs from July 1 st to June 30 th. Part of Term will further differentiate the time period within a given term. For example: POT POT Code Standard (Fall or Winter) 1 Fall/Winter Part A Fall/Winter Part B May Day June Day F1 W1 P1 P2 In INB, information is viewed in pages and tables. SSB is a web based application that allows you to view the same information in a more intuitive, user friendly format. However, more detailed information is available in INB that in Banner refers to the information system purchased by the University of Manitoba. Aurora is the implementation of Banner at the University of Manitoba. This encompasses how Banner was configured and customized to meet the University s needs and third party software that is used with Banner. Job function determines a user s security profile and access. There is an acronym associated with every menu, page and process in Banner. Menus are characterized by an asterisk (*) beside the acronym, while pages contain no asterisk. Example: SCACRSE 4

5 1 st letter S is for Student 2 nd letter C is for Catalogue 3 rd letter A is for Application Four letter code CRSE is for Course Banner 9 Upgrade The University of Manitoba has embarked on a journey to refresh our Aurora Banner experience, and develop a new foundation that will support new capabilities for automation, usability, mobility and integration. The Banner Enhancement Program will modernize the system over a period of four years. The First stage of the Program started in October 2017, and has a target completion date for December In stage one; Aurora Banner 8 INB will be upgraded to Aurora Banner 9 Administrative Forms (Student and Finance). Terminology Changes Banner 8 Banner 9 Forms Blocks Next Block Rollback Query Pages Sections GO (button)/next Section Start Over Filter Search ( ) Look Up [...] Record Insert Record Remove Insert Delete 5

6 Important Shortcut Changes Action Banner 8 Banner 9 Next Section CTRL+Page Down ALT+Page Down Start Over SHIFT+F7 F5 Previous Block/Section CTRL+Page Up ALT+Page Up First Page Not applicable CTRL+Home Last Page Not applicable CTRL+End Sign out Not applicable CTRL+SHIFT+F Banner Login From the U of M home page, go to the Faculty & Staff tab under Online Services, select Aurora INB to be directed to Central Authentication Service (CAS) login page. The CAS login page will display: Sign in with your Username and Password. Click SIGN IN. 6

7 Dashboard MENU DASHBOARD APPLICATIONS SEARCH RECENTLY OPENED HELP SIGN OUT SEARCH BOX USER The following can be used to navigate within Application Navigator: Menu: Click the Menu icon to expand menu options. Dashboard: Click on this icon to return back to Application Navigator. Applications: Consists of two menus: I. Banner menu: used to browse for Banner pages. Once the desired page is found, select the entry and click on the page or press [ENTER]. II. My Banner menu: used to create a personal list of regularly used pages. See section My Banner for instruction regarding how to set up My Banner. Search: Click the icon to open the Search window, enter the descriptive name of the page or the Banner acronym for the page. Select the entry and click on the page or press [ENTER]. Recently Opened: After a page is opened, the icon displays with a count of pages. Click the icon to open the list, and select a page to access it. 7

8 Help: Application Navigator provides online help for pages. Click on the question mark in the Application Navigator header to open the help for the page in context. You can perform various actions in the help suite. For example, you can search for topics or print information. Sign out: Click the icon to logout of system. Note: It is important to remember to use the Sign Out button instead of just closing your browser to make sure you are logged out of the application. User: Displays the user s name. Search box: Enter either the descriptive name of the page or the Banner acronym for the page. Find the desired page and press [ENTER]. Keyboard shortcuts: Located in the bottom right corner of the page, and provides a set of keyboard shortcuts. Note: Please see Appendix A for a full list of Keyboard Shortcuts. Accessing Pages in Banner 9 There are three ways in Banner 9 to access pages: Applications icon Search icon Search box Note: The applications menu has a hierarchical structure, containing resources for various areas using Banner (e.g. Student, Finance, etc.). All Banner Student resources are found within the Student [*STUDENT] menu. Search Box: Type in the page name/acronym; press [ENTER]. Applications Icon: Click on the Applications icon on the left hand side of the page. Select the desired acronym/page; click or press [ENTER]. Search Icon: Click on Search icon. Type in the page name/acronym. Press [ENTER]. 8

9 Basic Navigation The basic navigation of each page includes the page header, notification center, key blocks, sections, and buttons. PAGE HEADER KEY BLOCK SECTIONS Page Header Page title: indicates the page you are currently on. Add/Retrieve: used to store and review documents. Page close: used to exit the page. Related: lists pages that can be accessed from page in context. Tools: open the tools menu for more actions/options. Notification Center: displays messages. For further information see Notification Center. Indicates the number of messages to be reviewed; click to expand or collapse messages. The page header contains the following items: Page close (X), located in the top left of the page. Page title, which is formatted according to the preferences established on the User Preference (GUAUPRF) page. Add and Retrieve icons; used with Banner Document Management to store and review documents Related Menu, which displays a list of pages that can be accessed from this page. These are defined on the Options Maintenance Menu (GUAOPTM) page. Tools Menu, which includes refresh, export, print, clear record, clear data, item properties, display ID image, page layout, and other options controlled by the page. 9

10 Notification Centre The Notification Center is located to the right of the Tools menu. If displayed, indicates the number of notifications for review. The Notification Center displays the following types of information as needed: Success Notification Message received when record is successfully saved or when a change was successfully made. Warning Notification Will require review before proceeding (i.e. click YES or OK). Error Notification When error messages are received the content mentioned must be corrected before proceeding. Information Notification messages provide additional information. Note: All messages previously displayed in the Auto-hint Line (Banner 8) are now displayed via the Notification Centre. 10

11 Key Block The first block on most pages contains key information. To access the body of the page, populate the key block data and then click Go. The information entered in the key block correlates to the data displayed after clicking Go. The key block stays on the page as subsequent sections are displayed. KEY BLOCK You can return to the key block if you are in the body of a page by clicking Start Over. Sections Pages are divided into sections containing additional details for the key information. A section can represent one record or multiple records, depending on the type of information you are working with. Each section contains related information. 11

12 Use the NEXT SECTION arrows (bottom left corner) to navigate between sections. Sections can be opened or collapsed by clicking on the arrow next to the section name. Some sections are accessed by using tabs that group information in a meaningful way. You can view different records within a section by using the / arrows at the bottom of the section. Some functions (INSERT, DELETE, COPY, FILTER) are usable/active from the section you are currently in, but are unusable/inactive in sections outside of the section you are working in. Section name Use to collapse/expand section. Select tabs to view additional sections. Functions are active from within a section (above), but are inactive outside of the section you are currently in (below). Used to change the record displayed. All changes are saved at the bottom of the page. Next Section Arrows: Used to navigate between If available, sections may have headers that include icons for the following actions: Insert is used to insert a record or a line. Delete is used to delete a record or a line. Copy is used to copy a record in the section. Filter is used to narrow down the displayed results or search for specific data. More Information may be used when supplemental data can be entered for a section. Note: The More Information icon is displayed as a blank page if supplemental data can be entered for the record. The icon is displayed as a page with lines if supplemental data already exists for the record. If supplemental data cannot be entered for a section, the icon is not displayed. 12

13 Buttons Button Toolbar Icon Description Add Retrieve Use the Add and Retrieve buttons to interact with Banner Document Management to properly store and review documents. Additional document management functions can be found by opening the Tools menu and scrolling down the menu to the Banner Document Management; used to review documents. Go Use the Go button to advance to the body of the page after populating the key block. Release and Submit Image not available Use the Release and Submit buttons to interact with Banner workflow to submit a page or to release a page from the work flow. These buttons only appear when you have accessed the workflow application, and selected a work flow to begin. Save Use the Save button to save changes on the page. The Save button is located on the bottom right side of the page. Section Navigation Use the Next Section button to navigate to the next section of data. Use the previous Section button to navigate to the previous section of data. The Next Section and Previous Section buttons are located at the bottom left of each page. Select and Cancel Use the Select button to select and retrieve data from a called page to the current page. Use the Cancel button to return to the called page without retrieving any data. When you need to go to a secondary or called page to retrieve data, the Select and Cancel are presented at the bottom of the page. Start Over Use the Start Over button to return to the key block of the page. 13

14 Lookup Feature The Lookup feature allows you to quickly find the appropriate value for a field. The LOOKUP [...] button next to a field indicates the field has the Lookup feature. Click the LOOKUP [...] button to open a list of values. Select an item or enter a value in the CRITERIA field to display only the results that match the criteria. Select a value and click OK, or double click a value to return the value to the calling page. Note: When utilizing the lookup feature, the Wild Card (%) function can be used to complete a partial match lookup. For example, when looking for a student by last name, all students whose last name start with W can be found by entering W% into the CRITERIA field (See Find a Student Lookup Option for further information). 14

15 Miscellaneous Required Fields An asterisk (*) displayed next to a field name indicates that the field requires a value before you continue on the page. The systems uses the definition of the field as it is used in the application to determine if it is required. For fields that have conditional logic determining whether they are required, the asterisk (*) is not displayed. If user attempts to leave a section or page without entering information in a required field, the page notifies the user via the Notification Center, requiring the user to perform some additional action. Sort Order In a grid layout, values for a field can be sorted. If the data is sorted, an up ( ) or down ( ) arrow next to the field name indicates the current sort order for the field; click the arrow to reverse the sort order. Note: Click one of the field headers to populate the sort arrow. 15

16 Multiple Records Records can be viewed two different ways: One record at a time: In this instance, the details of the data are not displayed in a table grid, but rather in a more easily readable manner. You can move from record to record using pagination controls. Data displayed in a grid format: In this instance, the data is represented in column and row format. You may need to scroll to view all the data. You can page through the records using the pagination controls (first, last, next, previous, or specific page number), decide how many records you want to review in the grid, and sort the data in ascending or descending order. 16

17 Page Layout Two different page layout options are available: Compact (default) this layout reduces the amount of excessive white space on pages and increases the amount of information visible on a page, limiting the need to scroll vertically. Expanded this layout displays pages with increased white space and reduces the amount of information visible on a page (this may result in the need to scroll to see all of the information). Switch between Compact page layout and Expanded page layout by clicking Tools > Page Layout and selecting either Expanded or Compact. The page layout selected remains active for the browser session. The page layout reverts to the default Compact view the next time user logs into the Application Navigator. Dates Either enter a date directly or click the calendar icon ( ) for date selection. Date format in Banner 9 is mm/dd/yyyy. To enter the current date, type any letter, and [TAB]. Print Printing is most effective when using the Compact Page layout. The Print function can be found by selecting Tools > Print. Compact Page layout provides for the best fixed width printing ratio. Columns can be re-ordered to display the most important data first and to ensure that these columns are visible on the printed page. 17

18 Data Export Data can be exported from a Banner page to an Excel spreadsheet (.xlsx) by clicking Tools > Export. Item Properties Item Properties lists all properties for the field where the cursor is currently located. Item properties include the field s internal database name; whether it is required, type of data (character or numeric), maximum length, and other characteristics of the field. The specific properties that are displayed depend on the type of field. To display Item Properties for a field, place the cursor in the field, and then select Tools > Item Properties. Find a Banner ID Everyone at the University of Manitoba is a General Person including: Students Faculty Staff Vendors Non-persons are companies, government agencies, etc. Person Search One method used to find General Person records is by completing a Person Search. 1. Go to SPAIDEN. 2. Click the LOOKUP [...] button next to the ID field. 18

19 3. Select Person Search from the Option List to open the Person Search (SOAIDEN) form. 4. Begin the filter process by selecting the appropriate filter (i.e. ID, Last Name, etc.) The format for all persons searched is: Last Name, First Name Examples: (Optimus Prime) i. Prime, O% - This will return all ID s with last names of Prime and first names beginning with O ii. Pri%, O% - This will return all ID s with last names starting with Pri and first names starting with O. iii. %, Optimus This will return all ID s with the first name Optimus. iv. O%mus This will return all ID s with a name beginning with O, ending with mus and having anything in between. v. Prime, Optimus This will return all ID s with the last name of Prime and the first name of Optimus. 5. Add additional filters if any additional information is known (e.g. middle name), then click Go. 19

20 6. A list of compatible information is displayed. Highlight the information and click Select, or select Cancel. 7. The selected information will be returned to the calling page. ID and Name Extended Search If only the ID field is viewable from the Key Block, pressing the tab key will allow user to enter a name search. 1. In SPAIDEN, keep the cursor in the ID field and press [TAB]; an empty field will appear: Note: The Go button cannot be used to complete this type of search; you must press [ENTER]. The following message will appear, but can be disregarded: Enter Last Name, First Name, or use wild card if some information is unknown; press [ENTER]. 20

21 2. The ID and Name Extended Search window will appear. Additional information can be entered if known. If no additional information is available, click PERSON SEARCH DETAIL. 3. Search results will appear. Note: If you click Filter, you have the option to filter the current results or start a new search. Alternate ID Search If the correct spelling of a name is unknown or if the person s name is common, it may be preferable to complete an Alternate ID Search. 1. In SPAIDEN, click the LOOKUP [...] button. 21

22 2. Select Alternate ID Search from the Option list. 3. Add another field by clicking the drop-down arrow, then select Birthdate. 4. Enter the birthdate in the mm/dd/yyyy format, and then click GO. A list of results equal to your selection will populate. Filter Data You can filter data in a section if there is an active Filter icon in the section header. Use the following steps to filter data in a section. 1. Click the active Filter icon for the section. 2. The Basic Filter window will appear. You can toggle between Basic filter (default) and Advanced filter: Basic Filter displays pre-set filter fields: Advanced Filter provides a more tailored search: 22

23 Basic Filter Enter a value into one of the pre-set filter fields listed, then click Go (you may utilize multiple field types). 23

24 Advanced Filter 1. Begin the filter process by selecting the appropriate filter type or choose one of the pre-set filters (e.g. ID, First Name, Last Name, etc.) 2. Select the appropriate filter operator (e.g. Equals, Contains, Not Equal, etc.). 3. Enter the filter value in the remaining field. 4. To add another filter, select a field from the Add Another Field dropdown list, select an operator, and enter a value in the remaining field. Repeat this step as needed. 5. When all filter criteria is entered, click Go to display the filter results. Note: the number of records retrieved is displayed at the bottom of the section. The results for a field can be sorted in ascending or descending order by clicking on the filed label in the column header. You can reserve the sort order by clicking the field label. 1. Select a filter type 2. Select an operator 3. Enter filter value 4. Select additional filters as needed 5. Click GO to run. Optional: Close active filters by clicking on ( ) beside the active filter that you wish to remove. Optional: if you want to perform another filter, click Filter Again. Optional: if you want to close the filter and display all unfiltered records, click Clear All in the Active Filter section. 24

25 My Banner You can create a personalized menu tied to your Banner user ID in Banner 9. It may contain the pages, jobs, menus, and Quickflows that are most relevant to your daily tasks. To create a personal menu: 1. Search My Banner or GUAPMNU. A drop down menu at the top of the page allows you to choose from Oracle pages, Job Submissions, Menus objects, and Quick Flow objects. Buttons in the middle of the page are there to insert or remove selections from the available list to your personalized Banner list. 2. Double click on the item you would like to add to your personal menu from the left pane; click Insert Selection button in the middle of the page to add the item to the right pane. 3. Save (bottom right corner). For a more detailed explanation, please refer to the Adding Quick Access Links to My Banner protocol. 25

26 Banner 9 Support Angela Carreiro General Student, General Person Telephone: (204) Nataliya Delkova Scheduling, Catalog Telephone: (204) Taylor Owen Registration, Academic History, Grading Telephone: (204) Coaches Aurora.Coach@umanitoba.ca For assistance with CAS login credentials, please contact: IST 123 Fletcher Argue Telephone: (204) Servicedesk@umanitoba.ca 26

27 Appendixes Appendix A: Banner Keyboard Shortcuts The following table lists the keyboard shortcuts that you can use to navigate through Banner versions 8 and 9. Bold entries indicate actions with keyboard combinations that are new or updated in Banner 9. Action Banner 8 Banner 9 Cancel Page, Close Current Page, or Cancel Search/Query (in Query mode) CTRL+Q CTRL+Q Change MEP Context Not applicable ALT+SHIFT+C Choose/Submit ENTER ENTER Clear All in Section SHIFT+F5 SHIFT+F5 Clear One Record SHIFT+F4 SHIfT+F4 Clear Page or Start Over SHIFT+F7 F5 Count Query SHIFT+F2 SHIFT+F2 Delete Record SHIFT+F6 SHIFT+F6 Down/Next Record Down Arrow Down Arrow Duplicate Item F3 F3 Duplicate Selected Record F4 F4 Edit CTRL+E CTRL+E Execute Filter Query F8 F8 Exit CTRL+Q CTRL+Q Expand/Collapse Drop-down Field Click Field ALT+Down Arrow Export Extract Data with Key or Extract Data no Key SHIFT+F1 First Page Not applicable CTRL+Home Insert/Create Record F6 F6 27

28 Action Banner 8 Banner 9 Last Page Not applicable CTRL+End List of Values F9 F9 More Information ALT+H CTRL+SHIFT+U Next Field or Item TAB TAB Next Page Down Page Down Page Down Next Section CTRL+Page Down ALT+Page Down Open Menu Directly F5 CTRL+M Open Related Menu Not Applicable ALT+SHIFT+R Open Tools Menu Not Applicable ALT+SHIFT+T Page Tab 1 Page Tab 2 And so on Not Applicable CTRL+SHIFT+1 CTRL+SHIFT+2 and so on Previous Field or Item SHIFT+TAB SHIFT+TAB Previous Page Up Page Up Page Up Previous Section CTRL+Page Up ALT+Page Up Print SHIFT+F8 CTRL+P Refresh or Rollback SHIFT+F7 F5 Save F10 F10 Search or Open Filter Query F7 F7 Select on a Called Page SHIFT+F3 ALT+S Toggle Multi/Single Records View Not applicable CTRL+G Up/Previous record Up Arrow Up Arrow Toggle Accessibility mode ON/OFF for current session Not applicable CTRL+B 28

29 Action Banner 8 Banner 9 Workflow Release Workflow Icon or Menu ALT+Q Submit Workflow Icon or Menu ALT+W Banner Document Management (BDM) Add BDM Documents Icon or Menu ALT+A Retrieve BDM Documents Icon or Menu ALT+R Application Navigator App Nav Access Help App Nav Access Menu App Nav Display Recently Opened Items App Nav Search App Nav Sign Out ***Banner 9 keyboard shortcuts for Application Navigator will work in Banner 8 if you are running Banner 8 with Application Navigator and have applied the keyboard shortcut configuration settings.*** CTRL+SHIFT+L CTRL+M CTRL+Y CTRL+SHIFT+Y CTRL+SHIFT+F 29

30 Appendix B: Buttons Button Toolbar Icon Description Add Retrieve Use the Add and Retrieve buttons to interact with Banner Document Management to properly store and review documents. Additional document management functions can be found by opening the Tools menu and scrolling down the menu to the Banner Document Management. Go Use the Go button to advance to the body of the page after populating the key block. Save Use the Save button to save changes on the page. The Save button is located on the bottom right side of the page. Section Navigation Use the Next Section button to navigate to the next section of data. Use the Previous Section button to navigate to the previous section of data. The Next Section and Previous Section buttons are located at the bottom left of each page. Select and Cancel Use the Select button to select and retrieve data from a called page to the current page. Use the Cancel button to return to the called page without retrieving any data. When you need to go to a secondary or called page to retrieve data, Select and Cancel are presented at the bottom of the page. Start Over Use the Start Over button to return to the key block of the page. 30