Banner 9 Navigation. Yale University

Transcription

1 Banner 9 Navigation Yale University

2 Topics Application Navigator (Welcome/Main Page) Navigating: Application Navigator Accessing Online Help 'My Banner' Personal Menu Set Up (GUAPMNU) Banner 8 vs Banner 9: Keyboard Shortcuts / Terminology Searching: Query/Filter (Pages & Person) Basic Filter and Advanced Filter Multiple options for Pages & Person searches Navigating: Banner 9 Pages (Parts of a Page) Page Header Key Block Sections and Buttons 2

3 Application Navigator (Welcome/Main Page) Replaces Banner 8 s Go To Home Page 3

4 Navigating: Application Navigator Menu icon, Search icon, Search box, Sign Out, Keyboard Shortcuts 4

5 Navigating: Application Navigator Main Menu 5

6 Navigating: Application Navigator Main Menu A. Toggle Menu Icon (3 Lines image) Click to display (as well as hide) the names of the Application Navigator icons; click this icon from the top left of any Banner page to display the main menu B. Dashboard Icon (Home image) - CTRL+SHIFT+X Click this icon from any Banner page to return to the Application Navigator/home page C. Applications Icon (3 by 3 Grid image) - CTRL+M Click to display the Banner and My Banner menus D. Search Icon (Magnifying Glass image) - CTRL+SHIFT+Y Click to search for Banner pages by entering key words or the 7-character page name E. Recently Opened Icon (Open File Folder image) - CTRL+Y When a new Banner page is accessed, the number attached to the file folder will increase by one Click this icon to display a list of recently opened pages; select from the list to access a page as well F. Help Icon (Question Mark image) - CTRL+SHIFT+L Click to display the online help for the Banner page accessed; Online Help will display via a new window G. Sign Out Icon (Lock image) - CTRL+SHIFT+F Click to log out of Application Navigator/Banner session H. User Account Icon (Person image) Identifies the user signed into the Banner session 6

7 Navigating: Application Navigator - Keyboard Shortcuts 7

8 Accessing Online Help (ex. via SGASTDN) 8

9 'My Banner' Personal Menu Set Up via GUAPMNU (optional) 9

10 My Banner Set Up Saving GUAPMNU. now accessed via Application Navigator Main Page 10

11 Keyboard Shortcuts 11

12 Terminology: Banner 8 vs Banner 9 Changes 12

13 Searching: Query/Filter (Pages) Multiple Options! 13

14 Searching: Query/Filter (Person) Multiple Ways to Search! 14

15 'Searching: Query/Filter (Person) - Basic Filter and Advanced Filter' Two search and filter options available: Basic Filter and Advanced Filter Basic is the default filter, however, users can switch between the two filter methods at any time as search fields will maintain the values and criteria users specified Both methods allow filter fields to be added and removed as needed Basic Filter Resembles the Banner 8 querying/filtering with a simpler layout Allows for quick and easy selection of field data without the requirement of defining operators/conditions Advanced Filter Introduced in Banner 9, Advanced provides more search options and a SQL type of experience using conditions/operators some users may prefer 15

16 Searching: Query/Filter (Person) Multiple Ways to Search! a) Results of executed search b) Yale enhancement: Searchable data and additional person search columns/fields c) Will return user back to the original search/filter criteria d) Click to select the desired/highlighted row above. This person info and record will be pulled into key block of initial Banner page (ex. SGASTDN) 16

17 Searching: Query/Filter (Person) Multiple Ways to Search! 17

18 Searching: Query/Filter (Person) Multiple Ways to Search! 18

19 Searching: Query/Filter (Person) Multiple Ways to Search! 19

20 Searching: Query/Filter (Person) Multiple Ways to Search! 20

21 Searching: Query/Filter (Person) Multiple Ways to Search! 21

22 Navigating: Banner 9 Pages (Parts of a Page) Page Header 22

23 Navigating: Banner 9 Pages (Parts of a Page) Page Header: Related Menu (ex. SGASTDN page) 23

24 Navigating: Banner 9 Pages (Parts of a Page) Page Header: Tools Menu (ex. SGASTDN page) 24

25 Navigating: Banner 9 Pages (Parts of a Page) Key Block 25

26 Navigating: Banner 9 Pages (Parts of a Page) Sections a) Section of the page and collapsible via down arrow adjacent to Account Details. b) Example of Banner field where user s cursor is currently located. Prompts (g), below with underlying table name. c) Section of the page and collapsible via down arrow adjacent to Balance Details. d) Section icons (previous and next) = Banner 8 s Blocks terminology e) Tracks most recent user to save activity on page. f) Indicates particular cursor record#/of total. g) Indicates the table name behind Banner field where cursor is currently placed. Prompted by current field selection (b), above 26

27 Navigating: Banner 9 Pages (Parts of a Page) Sections (cont.) 27

28 Navigating: Banner 9 Pages (Parts of a Page) --Buttons 28