BDM ApplicationXTender Running Queries and Managing Student Data

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1 BDM ApplicationXTender Running Queries and Managing Student Data INFORMATION TECHNOLOGY SERVICES

2 Table of Contents Overview - Banner Document Management (BDM) and ApplicationXTender 3 Accessing Banner Document Management 3 Running a Query to Retrieve Student Information 4 Adding a New Document 8 Adding a New Batch 9 Managing Batches 12

Overview - Banner Document Management (BDM) and ApplicationXTender 3 Within Banner Documentation Management, you can reach the ApplicationX- Tender software which enables you to: Run a query to

3 Overview - Banner Document Management (BDM) and ApplicationXTender 3 Within Banner Documentation Management, you can reach the ApplicationX- Tender software which enables you to: Run a query to retrieve student data Upload documents on your computer to place in a student s record Create a new batch Manage the batch so that the document is properly indexed and attached to the correct student s record. Accessing Banner Document Management 1. Log into Banner. 2. From the Search screen, begin typing the name of a screen from which you will retrieve documents in BDM. a. In the screenshot below, SAAADMS.

a specific student s name. 1. Click the Retrieve link. 2. The Query Results page appears. 3.

4 Running a Query to Retrieve Student Information 4 You can either enter a student s ID and then go into BDM to retrieve information pertaining to that student, or you can go directly into BDM without entering a specific student s name. 1. Click the Retrieve link. 2. The Query Results page appears. 3. Click the name of the application (pointed out above by arrow). 4. To retrieve a student s information, click New Query.

(You will not see the asterisk in the actual screen.) 5 a.

5 3. The New Search screen contains fields in which you can enter search criteria to locate a specific student. The most commonly used are indicated by an asterisk in these instructions. (You will not see the asterisk in the actual screen.) 5 a. After entering criteria, click Run to see the results immediately. b. To be able to rerun these criteria for use later, click Save. 4. The results are displayed.

the student s information. b. Click Open. 6.

6 5. Access the student s information. 6 a. Click the dropdown arrow to the right of the student s ID number to access the student s information. b. Click Open. 6. The documentation on file for this student opens. The first document is displayed. Thumbnails of the other documents are displayed on the left.

7 7 7. To make notes on the page that will become part of the student s record, click the Text icon in the toolbar. 8. In the Add Text Annotation box, type the text you want to add to the record, and format the text.

Adding a New Document You can upload a document from your computer to a student s record. 8 1. Click New Document. 2. Add the student ID, and last name.

8 Adding a New Document You can upload a document from your computer to a student s record Click New Document. 2. Add the student ID, and last name. Choose the Document type from the dropdown list and click Save. 3. Click the Add a new page icon and browse your computer to locate the file. Click Upload. 4. You will see a success message.

9 9 Adding a New Batch 1. Click New Batch. 2. In the Upload New Batch dialog, choose the application from the dropdown list, enter the name of the batch, and click Continue. 3. The icon bar appears.

10 4. You can either add a page or scan a document. a. Add a page: i. Click the add page icon. ii. Complete the add new page dialog. iii. Click Browse to locate the correct file and then click Upload.

10 10 4. You can either add a page or scan a document. a. Add a page: i. Click the add page icon. ii. Complete the add new page dialog. iii. Click Browse to locate the correct file and then click Upload. Go to step 5. b. Scan a document: i. If the Select Scanner icon is visible, click it to select a scanner. (If the Select Scanner icon is not visible, go to step iv.) ii. Click the name of the scanner. iii. Click OK. iv. Click the Scan icon.

11 5. After being uploaded or scanned, the document appears. 11

12 12 Managing Batches 1. Click Manage Batches. 2. The screen displays a list of all batches. 3. Locate the correct batch. a. Click the dropdown arrow to the right of its name. b. Choose Index.

13 13 4. In the right panel, complete the fields with an asterisk (student ID, document type, last name) and, optionally, any other fields. 5. Click Save.

Application Extender 16.3 Web Access

Application Extender 16.3 Web Access Pre-requisites for WebXtender client Firefox, Chrome or Edge browser For scanning, your friendly neighborhood desktop support person will need to install the specific