BANNER 9 ADMINISTRATIVE PAGES (BAP) USER'S GUIDE. Computing and Telecommunications Services. Banner 9 Administrative Pages - User's Guide 0

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1 BANNER 9 ADMINISTRATIVE PAGES (BAP) USER'S GUIDE Computing and Telecommunications Services Banner 9 Administrative Pages - User's Guide 0

2 Contents Obtaining Banner 9 Administrative Pages Access... 3 Logging in to Banner 9 Administrative Pages... 3 My Banner (GUAPMNU)... 6 Accessing Forms... 7 Navigating Forms... 7 Session Time-out limits, Log-out, and Mobile... 8 Getting Help... 8 Banner Keyboard Shortcuts... 9 Frequently Asked Questions Banner 9 Administrative Pages - User's Guide 1

3 Banner 9 Administrative Pages - User's Guide Welcome to Banner 9 Administrative Pages User s Guide. This guide is designed to provide you with the information needed to successfully access and navigate Banner 9 Administrative Pages. BAP for short. What is Banner? Banner is an administrative software application developed specifically for higher education institutions by Ellucian Software Company. Banner maintains student, alumni, financial and personnel data. What is Banner 9 Administrative Pages? Banner 9 Administrative Pages is an administrative suite of integrated applications that the University of North Florida has selected to run its information systems. Banner allows the integration of data between selected application systems. Banner 9 Administrative Pages Integrated Application Systems Finance Student Financial Aid Human Resources General Banner 9 Administrative Pages - User's Guide 2

4 Obtaining Banner 9 Administrative Pages Access Banner 9 Administrative Pages is a browser-based application accessible using Chrome, Safari or Firefox. Note: To access Banner off campus, a VPN connection with the University of North Florida network or remote desktop must be established. Contact the UNF Help Desk at (904) (HELP) to set up the VPN connection or remote desktop. Access is granted by taking the Banner 9 Administrative Pages Training course provided by and in conjunction with the office of Communications and Training and the Center for Professional Development and Training. Request will then be forwarded to Banner-Finance at banner-finance@unf.edu. Logging in to Banner 9 Administrative Pages 1. Open a web browser of your choosing. 2. Go to mywings.unf.edu. 3. Enter your UNF username and password. Banner 9 Administrative Pages - User's Guide 3

5 Application Navigator Application Navigator uses single-sign on to provide access to all Banner 9 administrative applications. 1. Menu (Toggle) Menu: Provides access to Banner Menu (Ctrl + M) 2. Home (Dashboard) Icon: Select to return to the homepage at any time 3. Applications Icon: Allows you to search Banner and view your personal menu 4. Search: Provides quick access to search for another page (Ctrl + Shift +Y) 5. Recently Opened: Provides a menu of your recently accessed pages 6. Help: Online help accessible from any page in Banner 7. Sign Out: Select to sign out of Banner 9 Administrative Pages 8. Form Search Block: Located in the center of the home screen to search by description or 7-letter Form Name 9. Keyboard Shortcuts: Keyboard shortcuts for navigating around the homepage Banner 9 Administrative Pages - User's Guide 4

6 Banner Form Naming Conventions Each form used in Banner Administrative Pages follow a specific naming convention. All forms use a 7-character name code to identify them. Each letter in the names signifies important information about where the form is located and its overall purpose. The following diagram breaks out each letter positon of the 7-character Form Code. Banner 9 Administrative Pages - User's Guide 5

7 My Banner (GUAPMNU) This page lets you set up and modify your personal menu, My Banner. My Banner gives you easy access to the pages, jobs, reports, and menus you need and use frequently. You can create shortcuts in My Banner so you don t have to memorize or search each time. Steps: 1. Search for My Banner. 2. Select My Banner Maintenance (GUAPMNU). Note: If you have never set up Banner shortcuts, you will see an empty form on the right side. 3. Type a form name in the Object column on the right side (ex. FOIDOCH). 4. Tab once to allow the description to be populated. The description is what you will see as your shortcut. You can change the descriptions if you wish. 5. When you are finished entering, save and close the form. Please note that changes may not appear until you log out and log back in. Also, personal menus/shortcuts do not appear in searches. Banner 9 Administrative Pages - User's Guide 6

8 Accessing Forms There are multiple ways of accessing forms. You can use: Form Search Block My Banner Search Icon The most direct way to access a form is from the Search Block: 1. Login to Banner. 2. Click in the Form Search Block. 3. Type in the 7-character name code of the form you wish to access. 4. Press ENTER on keyboard. 5. Confirm that you are at the correct form by viewing the page header. Navigating Forms When it is time to access a form and work it, the Navigation Buttons are visible on the page. The steps are as follows: 1. The Go button advance to the body of the page after populating the key block. 2. The Start Over button returns to the key block of the page. 3. The Next and Previous buttons allow you to navigate through sections in a page. Both buttons are located at the bottom left of each page. 4. Save is located at the bottom right of the screen. 5. To Close a form, select the X at the top left of the screen. Banner 9 Administrative Pages - User's Guide 7

9 The Navigation Buttons are your tools to work through the form. Session Time-out limits, Log-out, and Mobile 30 minute session timeout limit Log-out button and close browser Mobile Getting Help Please use the following contacts for any assistance: (904) 620-HELP (4357), located in the Thomas G. Carpenter Library Or, submit an Information Technology Services Request (ITSR) Banner 9 Administrative Pages - User's Guide 8

10 Banner Keyboard Shortcuts Action Banner 8 Banner 9 Form Page Direct Access Go To MAIN PAGE Main Page Access Help Access Menu Display recently opened items BASIC NAVIGATION Search Sign Out Cancel Page, Close Current Page, Or Cancel Search/Query General Menu (GUAGMNU) CTRL + Q Main Menu Page CTRL + M CTRL + M CTRL + Y CTRL + SHIFT + Y CTRL + SHIFT + F CTRL + Q 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 Banner 9 Administrative Pages - User's Guide 9

11 Duplicate Selected Record F4 F4 Edit CTRL + E CTRL + E Execute Filter Query F8 F8 Banner 9 Administrative Pages - User's Guide 10

12 Action Banner 8 Banner 9 Exit CTRL + Q CTRL + Q Expand/Collapse Drop-Down Field Click Field ALT + Down Arrow Export Extract Data with Key SHIFT + F1 First Page N/A CTRL + Home Insert/Create Record F6 F6 Last Page N/A 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 Online Help CTRL + SHIFT + L Open Menu Directly F5 CTRL + M Open Related Menu N/A ALT + SHIFT + R Open Tools Menu N/A ALT + SHIFT + T Page Tab 1, Page Tab 2, Page Tab 3, etc. N/A CTRL + SHIFT + 1 CTRL + SHIFT + 2 CTRL + SHIFT + 3 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 Banner 9 Administrative Pages - User's Guide 11

13 Select on a Called Page SHIFT + F3 ALT + S Toggle Multi/Single Records Views N/A CTRL + G Up/Previous Record Up Arrow Up Arrow WORKFLOW Action Banner 8 Banner 9 Release Workflow Icon/Menu ALT + Q Submit Workflow Icon/Menu ALT + W BANNER DOCUMENT MANAGEMENT (BDM) Add BDM Documents Icon/Menu ALT + A Retrieve BDM Documents Icon/Menu ALT + R Frequently Asked Questions What is a name search? A name search is a way to look through the Banner system to find the N-number of a person or vendor that may have records within the system. Important Information about Name Searching: Name Searching is not case sensitive Name Searches can be done from any form that requires an N-number Enter as few letters in the name as possible to get the broadest search Be cautious of multiple spellings of names Why can't I do an insert and copy a previous record like I did in Banner 8? Banner 9 only requires you to highlight the record you want to copy and select the Copy action (F4). Why are the Insert, Delete, and Copy actions deactivated (grayed out)? You must have your cursor active in the section you want to use the action in. If these actions are not available for that section, they will remain deactivated. Banner 9 Administrative Pages - User's Guide 12

14 What do I do if I get a Service Invocation Failed error message? Sign out of Application Navigator using the Sign Out link in the upper right corner. Access Banner 9 Administrative Pages again, OR clear your browser cache and cookies. Close your browser windows and access Banner 9 Administrative Pages again. If you want a more permanent solution, change your browser settings to always delete cookies when you close the browser. Do I have to continue to Microsoft Internet Explorer (IE) to access Banner 9 Administrative Pages? Unlike Banner 8 admin, Banner 9 Administrative Pages is not browser dependent. You may use Firefox, Chrome, or Microsoft Edge to access Banner 9. It is not recommended that you use IE for Banner 9. IE has been reported to not fully support the latest web technology. In Banner Job Submission when I select Show Document (Save and Print File) and click Continue, why don't I get the new window that displays my output? If you have pop-up blockers turned on, check to make sure that your browser has not blocked the pop-up window. If the content was blocked, accept the content and try Show Document again. How do I get rid of the menu column down the left hand side of the page so that I can see the full page? Click on the menu icon to toggle the menu display on and off. This applies to all icons and items in the page header that use a dropdown display (Menu, Search, Recently Opened, Related, Tools). Each toggles on and off with a mouse click or shortcut key. How do I display the form name on the Banner 9 Administrative Pages menu? You can do this by going to General User Preferences Maintenance (GUAUPRF) and under the Display Options section, check the box for Display Form Name on Menu. How do I get column headers to appear in the.csv file when I export data from a Banner 9 Administrative Pages page? You can do this by going to General User Preferences Maintenance (GUAUPRF) and under the Data Extract section, check the box for Include Header Row in Data Extract. Where can I get a list of Banner 9 Administrative Pages that I have access to? Go to Object Maintenance (GUAOBJS) and Filter on Type Equals FORM. How do I display more information on a page? Banner 9 Administrative Pages - User's Guide 13

15 Under Tools and Page Layout you can toggle your page layout between Expanded (more white space) and Compact view. You can also use Ctrl- and Ctrl+ to decrease and increase the font size in your browser (Zoom). Where did the Next Block, Previous Block and Save buttons go? In Banner 9, Blocks are now Sections. The Next Section, Previous Section arrows are located in the lower left corner of the page. The SAVE/CANCEL/SELECT buttons are located in the lower right corner of the page, depending on the page. What's a Wildcard, and how do I use it? The % sign is used as the wildcard ALWAYS use the wildcard You may use more than one wildcard in each name field Wildcards may be placed anywhere in the name field Without the wildcard the system will look for an exact match Example: Banner 9 Administrative Pages - User's Guide 14