Table of Contents ADMIN PAGES QUICK REFERENCE GUIDE

Transcription

1 Admin Pages brings an all new look and feel to Banner. It delivers a fresh user experience, all new tools, and significantly improved capabilities. Admin Pages replaces underlying Banner 8 INB technology that is being phased out and eliminates the need to run Java (JRE) in the browser. Moving to Admin Pages will eliminate the user browser compatibility problems we have had for the last few years. This will end the dependency on Internet Explorer and allow full browser support (Chrome, Firefox, Safari, and MS Edge.) Table of Contents NAVIGATING THE LANDING PAGE... 2 Menu Panel:... 3 Search Box:... 3 Keyboard Shortcuts:... 3 BASIC NAVIGATION... 4 Page Header:... 4 Notification Center:... 5 Key Block:... 5 Sections:... 6 Bottom Section Navigation:... 6 Required Fields:... 7 Sort Order:... 7 Dates:... 7 Search:... 8 Filtering Data... 8 Multiple Records... 9 Data Export Item Properties MY BANNER MENU PERSONALIZATION Instructions to Set Up My Banner TIPS AND TRICKS Version:

2 NAVIGATING THE LANDING PAGE Admin Pages uses single sign-on functionality, which allows users to use their Network ID/password. The landing page (also known as Application Navigator) will be the main page where users can search or enter form names. There are three main sections of the landing page: Search Box Menu Panel Keyboard Shortcuts Version:

3 Menu Panel: The menu panel is always present on every page. Toggle Menu: Dashboard: Applications: Provides text labels for the icons. Will return user to landing page. View Banner menu to select pages within modules (Student, Financial Aid, General) or My Banner menu to select pages from the users personalized list. Search: Opens a Search window. Enter either the descriptive name or the 7- letter Banner acronym. (Results display after entering three characters.) Recently Opened: Help: Sign Out User: View a list of recently opened pages. A number on the folder shows a count of recently opened pages. View online help for Banner Admin Pages. (The Help icon is active only when a page is open.) Click to log out of the application. Shows the currently logged in user. Search Box: Search for pages, jobs, menus, and quickflows by entering three or more characters in the Search field. Users can enter either the descriptive name or the Banner acronym. Keyboard Shortcuts: Click the link to see a list of keyboard shortcuts to navigate the landing page. Version:

4 BASIC NAVIGATION The basic navigation of each page incudes the page header, notification center, key block, sections, and buttons. Page Header Notification Center Key Block Sections Page Header: Bottom Section Navigation The page header is part of the basic navigation and contains the following terms: Page Close: Page Title: Add: Closes current open page. Displays the descriptive name, the Banner acronym and version of page. Used with Xtender to add an image. Version:

5 Retrieve: Related: Tools: Used with Xtender to query list of images. Displays a list of pages that can be accessed from this page. Includes Refresh, export, print, clear record, clear data, item properties, display ID image, and other options controlled by the page. Notification Center: The notification center is located to the right of the Tools menu and displays the following types of information as needed: Successful save of data (displayed in green) Warning messages (displayed in yellow) Error message (displayed in red) Information messages (displayed in blue) Number of messages to be corrected to continue in the page. Users can click in the box with the number in the page header to open or close the Notification Center. Key Block: The first block on most pages contains key information. The key block determines what data is entered or displayed on the rest of the page. All the information on the page is related to the key block. The key block stays on the page as subsequent sections are displayed. When the cursor is on the key block, the fields that can be entered in the key block are enabled. When a user leaves the key block, the fields in the key block are disabled. Version:

6 When the cursor is in the key block, the information is displayed in a column format. When the user leaves the key block by clicking the Go button, the data is rearranged into a linear format. To access the body of the page, populate the key block data and then click Go. Users can return to the key block if the user is on the body of the page by clicking Start Over. Sections: Pages are divided into sections that contain additional details for the key information. A section can represent one record or multiple records depending on the type of information. Each section contains related information. Sections of data are accessed by scrolling up and down the page. They can be opened or collapsed by clicking on the arrow on the far left side of the section header. Some sections are accessed by using tabs that group information in a meaningful way. If available, the sections can have a header that includes icons for the following actions: Insert: Delete: Copy: Filter: Use this to insert records in the section. Use this to delete records in the section. Use this to copy records in the section. Use this to filter records in the section. Bottom Section Navigation: The bottom of the section of the page contains icons to be used for navigation, perform functions, and display additional information. Previous Section: Next Section: Activity Date: Activity User: Will take users backwards in sections. Will take users to the next section of the page. Time stamp for the record if created or modified. Name of user creating or modifying the record. Version:

7 Save Button: Button users will use to save data. Required Fields: An asterisk (*) displayed next to a field name indicates that the field requires a value before you continue on the page. If a user leaves a section or a page without entering information in a required field, the page notifies the individual in the Notification Center, requiring the user to perform some additional action. Sort Order: In a grid layout, values from a field can be sorted, and if you have chosen to sort the data, an up or down arrow next to the field name indicates the current sort order for the field. Users can click the field label to reverse the sort order. Dates: Users can either enter the date directly or use the calendar icon for date select. The date format is mm/dd/yyyy. To enter the current date, type any letter and [TAB]. Version:

8 Search: The Search feature allows users to quickly look up a value for a field. The Search button field indicates that the field has the Search feature. next to a Click the Search button, enter a filter value, and press Enter to display results that match the filter criteria. Select a value and click OK, or double-click a value to return the value to the calling page. Filtering Data Users 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 (F7) icon for the section. 2. Choose the field you want to filter from the Add Another Field drop-down list. 3. Choose an operator from the Contains drop-down list. The available operations depend on the type of field (numeric, alphanumeric, date, check box, or other). Version:

9 The Contains operator is available for alphanumeric and other fields only. The Between operator includes the values entered. For example, for records between 1 and 5, the values 1, 2, 3, 4, and 5 are considered. Required fields do not use the Is Null or Is Not Null operators. 4. Enter a value for the field you selected. 5. Optional: If you want to add another field to the filter criteria, choose a field from the Add Another Field field, select an operator, and enter a value for the field that you selected. Repeat this step until all filter criteria are entered. 6. When all filter criteria are entered, click Go (F8) to display the filter results. 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 field label in the column header. Users can reverse the sort order by clicking the field label. 7. Optional: If users want to perform another filter, click Filter Again. 8. Optional: If users want to close the filter and display all unfiltered records, click the lowercase x in the upper right corner of the filter window to close the filter. Multiple Records Data can exist in multiple records of the same type in the database, for example, addresses are displayed in multiple ways. 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. Users can move from record to record using pagination controls. Version:

10 In a grid. In this instance, the data is presented in column and row format. Users may need to scroll to view all the data. Users can page through the records using the pagination controls (first, last, next, previous, or specific page numbers), decide how many records to review in the grid, and sort the data in ascending or descending order. Data Export Users can export data from a Banner page to an Excel spreadsheet 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 select Tools -> Item Properties. Version:

11 MY BANNER MENU PERSONALIZATION A My Banner menu allows you to save your most used Admin Pages to a personal menu accessible from the menu icon (CTR + M) on any Admin Page. Admin Pages allows for a My Banner menu to be copied between staff members. Follow the instructions below to set up a My Banner menu. Instructions to Set Up My Banner 1. Go to the GUAPMNU page 2. In the Type field, choose Oracle Forms module for the Forms/Pages. This list will be sorted alphabetically by the 7 digit acronym. (i.e., SPAIDEN, STVTERM, SAAADMS). To review the list of Forms/Pages, click inside the Object Type box. You can use the arrows to scroll through the names or you can use the Filer function (F7) to narrow down your search. Use the Next Record arrows to scroll through if you choose not to use the Filter Tool Use the Filter Tool to search for specific names of pages or description Version:

12 3. If filtering the list, enter in the page name (acronym) or enter a description of a Banner page. Click Go or F8. 4. If the object is found, it will display on the left. Double-click the object. Once double-clicked, it should be blue. When the object is blue, click Insert Selection. Version:

13 5. After clicking Insert Selection, the object will also be viewed on the right. Click Save. 6. To view your changes to My Banner, you must either log out or close your browser and reopen. Once you have done this, go back to the landing page. Click on the Applications icon and then My Banner. You will now see your newly added My Banner pages. Version:

14 TIPS AND TRICKS Best Feature: Zoom in Banner CTRL = increase zoom CTRL decrease zoom CTRL 0 resets zoom to 100% Tip: Export Data from Banner under the Tools menu Tip: Admin Pages works best in a web browser other than Internet Explorer. Try Edge, Chrome, or Firefox. Tip: When conducting Queries, the % and _ are wildcards. Percent (%) is any number of characters - %Q% is any page with a Q Underscore (_) is a single character - Q% is any page with a Q in the 3 rd position. Trick: Use the Related Menu to access pages and functions related to the page you are using. Version: