Moving from Banner 8 to Banner 9

Transcription

1 Moving from Banner 8 to Banner 9 1

2 Training Topics I. What Has Changed, What Has Not Changed II. III. IV. The Home Screen Navigating Banner/Banner Self Service Banner Admin Pages V. Search/Filtering VI. Banner 9 Buttons VII. Banner 8 to Banner 9 Keyboard Shortcut Mapping 2

3 Banner 9 Key Words Application Navigator formerly INB Admin Pages or Pages formerly Banner Forms Panels formerly pull down menus Sections - formerly Blocks Buttons formerly icons, toolbars Filters most commonly referred to as lookups, query menu 3

4 What has changed? The Banner system has been redesigned for improved user experience and a more modernized user interface with industry standard web controls. Improved user experience Modern, yet familiar, web interface with standard controls Shorter learning curve for occasional users Enhanced usability and navigation for power users Ability to run on any modern browser, dependency on IE and JAVA eliminated o one exception Banner Document Imaging (future enhancement) Banner Forms are now referred to as Pages Application Navigator provides a single location for accessing Admin pages including Admin Pages for transactional Banner and Banner Self Service Page Displays Parts of Banner forms formerly referred to as Blocks are now referred to as Sections Some Function Keys (Keyboard Shortcuts) Significant reduction in time and cost to maintain Banner Simplifies the upgrade process Minimizes system interruptions and risk Reduces time and cost for installation and deployment 4

5 What has not changed? Naming conventions SPAIDEN, PPAIDEN, etc Types of Pages Inquiry, applications, query and maintenance pages Data Elements/Work Expectations Data elements and the database remain the same but may appear in a different order Adding or modifying data is the same activity. The change relates to how you access the information and how it is displayed Tabbed folders within pages Reporting 5

6 The Home Screen 6

7 Navigating Banner Pages and Banner Self Service To navigate to a Banner Page, click the Page Menu Button. A panel displays a link to Banner and Banner Self Service. A click on the link in the panel displays the familiar hierarchal menu to the Banner modules and subsequent pages. The Banner Self Service link provides direct access to Self Service. 7

8 PAGE ACCESS Page Access is executed using any of the three navigation button conventions The Page Menu Button A panel displays a menu and subsequent page links. Clicking the link within the panel will direct you to the selected page. The Search Button the Home Page Search Box These options allow you to search for a page using the mnemonic name of the page (e.g. SPAIDEN), parts of the mnemonic name (e.g. AIDEN) or the page name description (e.g. Person). As the information is entered in the Search Box the system displays the matches. Use of the full page name provides quick, direct access. Searches using a part of the name could produce multiple references to other pages within the application. The use of the wildcard sign (%) is no longer needed. 8

9 Banner Admin Pages Page displays have changed. The traditional Banner 8 form displayed many parts of a Banner form including the menu bar, the toolbar, the key block, etc. The page display in Banner 9has changed. The initial display when accessing a page in Banner 9 presents only the key section. The full data page is only visible after a search is initialized. Once the record is identified click the GO Button to fully display the page. Banner 8 Banner 9 9

10 Parts of Banner Pages (%AIDEN) 10

11 Page Navigation Admin pages that have multiple records associated within a page are identified by the Page Navigation Buttons located on the bottom left of a page. The number of records associated with the page is displayed. Use the Page Navigation Buttons to move to display the record. Page down and Page up is also an option in moving between records within a page. The side scroll bar is no longer an option. 11

12 Page Updates and Changes to Sections Record maintenance within a page is executed using the action buttons of Insert Delete Copy and Filter. These items appeared on the Record Pull down menu in Banner 8. The Action Buttons also appear within sections of forms. 12

13 Start Over Button The Start Over Button allows you to roll back to the Key information section of a page. 13

14 Key Admin Pages/Menu The Tools Button provides access to the familiar pull down menus of Options, Record and Help in Banner 8. 14

15 `More Admin Pages/Menus The Related Button allows you to link other pages that may be relevant to the page you are currently viewing. Banner 8 15

16 The SAVE button Banner 8 Banner 9 16

17 Additional Key Buttons The X Button Clicking the X button in the upper left corner of a page will navigate back to the Home Screen. Button can also be utilized to cancel a filter/query within a page. 17

18 The HELP Button Help information is available for all pages. Click the question mark on the page to display the dialogue for the specific process. In the upper right hand corner of the dialogue is a button to print the on-line help information. 18

19 Searching/Filtering The search and filter features of Banner has been modernized and expanded. Banner has enhanced filtering conventions with the use of language parameters and provides additional options. Banner enhanced filtering can limit or maximize the query results. Click the ellipsis button to display the search option list 19

20 Filtering Options Select the field options and the parameter sets. To execute the query click the Go Button Banner 8 Banner 9 Case Insensitive and Case Sensitive Queries By default, searches are executed using the Case Insensitive Query feature. 20

21 Filtering Results Once the parameters are set and the filter is executed, the system will display all the matching results. To access the desired record you can double click the ID number or click the SELECT Button in the lower left corner of the page. Note that the system also displays the option to Filter Again. 21

22 Filtering within a Page/Section The Filter Button is displayed with the Action Buttons on Admin Pages. The Filter feature will display the fields of the active page. 22

23 Alternate Searching The capability to execute an alternate search for a Person ID still exists in Banner 9. Alternate search can be executed by pressing the TAB key when in the ID box. A second entry field appears to the right. This search feature works the same as in Banner 8. You can type a full name, (last, first), or you can type a portion using the % as a wildcard then click TAB to execute. If there is a single match, the ID will auto fill. If there are multiple matches, a pop-up window will display allowing you to view all matches or enter additional criteria. 23

24 Message Notification Window The message notification window functions similar to the Hint Line in Banner 8. There are three types of messages displayed. Each message is color coded. Success Information Warning Error A green message pop-ip box indicates a successful action/message A blue message pup-up box is displayed for informational message A yellow message pop-up box indicates a warning message A red pop-up box indicates an error message 24

25 Banner Home Screen Buttons Button Name Button Image Function Admin Page Menu Button Executes the Banner menu including Banner, My Banner and Banner Self Service. Form Search Button Execute search for a Banner page using either descriptive name or 7-letter form name. Recently Opened Forms Button Displays after you have accessed your first page for each login. This provides easy access to forms within a current session. Duquesne University Banner Home Button Acts as a Home button within the Banner Application. Sign Out Button Executes Banner sign out Home Page Search Box Located in the center of the Home Screen, this block allows for page search using either a descriptive or 7- letter form name Keyboard Short Cuts This displays Keyboard Shortcuts that can be used on any Banner pages. Help Button Appears on specific pages within each module. Button will appear grayed out if there is no content for the form. 25

26 Banner Pages Buttons Button Name Button Image Function X Button Go Button Tools Menu Button Error Message Notification Ellipsis Related Menu Button Add Menu Button Takes you back to previously viewed page of the Duquesne University Home Screen The button is used to execute a search from the Key Information Area within a Banner page. Similar to Next Block you can navigate to other areas of the page. The Tools menu items change depending on the page you are viewing or working. Similar to the Auto Hint Line a notification window pops up when there is an error message. Tips and tricks will be displayed. Click the window pop-up to proceed. Clicking the ellipsis button will display the search objects within a form. Relevant to the form you are viewing this menu allows you to link other forms within the working module. Used for BDM Management Retrieve Menu Button Used for BDM Management Section Navigation Buttons Start Over Button Allows you to proceed to a previous or former page, data block or record. Allows you to roll back to the Key Information area. Action Buttons Save Button Action Buttons appear within a page where updates are permitted. If updates are not permitted on the page the icons will be grayed out. The Save Button is used throughout the application when updates are made to pages. This button replace the 26

27 Banner Function Keyboard Short Cuts Action Banner 8 Banner 9 Insert/Create Record F6 F6 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+2and 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 CHIFT+F3 ALT+S Toggle Multi/Single Records View Not applicable CTRL+G Up/Previous record Up Arrow Up Arrow Workflow Release Workflow Icon or Menu ALT+Q Submit Workflow Icon or Menu ALT+W 27

28 Additional resources to facilitate the transition from Banner 8 to Banner 9 have been organized on the Banner 9 website 28