Banner Navigation Information Barbara Scheidt Fall 2016
Banner Information Barbara Scheidt Enterprise Systems 270-745-8812 -- MMTH 373 barbara.scheidt@wku.edu A web-based application, works best when using Internet Explorer with PC s. Browser navigation buttons and menus are hidden when you are in Banner. My Banner folder will allow you to create your Personal Menu of forms that you use often or occasionally. Open the folder and double click the form for quick access to the form. Many forms are tabbed to eliminate scrolling and stacked canvases. The Key Block area of a form is the first block and contains key information. This block determines what is entered and what is displayed on the form. The Search function may be performed by selecting the icon with the arrow point, indicating that a list of values or searching is available for that field. Separator Bars clearly distinguish between blocks on a form. The F5 key will call up a Go To box; users may navigate to another form without having to return to the main menu overlaying the existing form. Closing the form and pressing the F5 again will close the box so you may continue working with the original information. Right clicking anywhere on the background canvas will call up the Options Menu which includes Rollback, Save, Exit, Print, and Add to Personal Menu, in addition to forms and windows that relate to the current form. Another way to get to the Options Menu is to use ALT O or select the Options function on the Horizontal toolbar. On tabbed forms, the F2 key will call up a list of the tabs use the up and down arrows to highlight the form then press the enter key to call the form. Use CTRL Tab to navigate forward through the tabs, and CTRL Shift Tab to move in reverse through the tabs. Online Help: accessed from the online help button on the toolbar, or Help Center link on main menu located on the Direct Access toolbar. Shortcut: A single left click of the mouse button in an active field on a form will load information in the form. Internet Explorer Recommended Use Only PC s SAFARI will work with MAC s but may have function key problems Launch your web browser then enter the URL:http://banner.wku.edu Press the Enter Key When accessing Banner it will check for the correct version of Java and if the correct version of Java is not loaded you may see screens similar to the ones below. Just follow the instructions. Click the install button. 2
Installs Java Select the Close button to finish installation If you have the correct version of Java you will see this image with a rotating action. 3
The Security Warning screen may appear occasionally.if the Show Options link appears on the form make sure that you select all checkboxes. Some forms will only have one checkbox and no Show Options link, select that checkbox and then select the run button. (This form may get reset with resets, image drops and upgrades.) Select the checkboxs I accept the risk and want to run this application and Always trust content from this publisher. Now select the run Button Banner Logon Banner Login form. Make sure to login to Banner standalone the first time you access the application so you may reset your Password. (Note using the Portal after your first access will sign you into Banner based on your system credentials. Using the single window link will only open one window otherwise you will have two open windows.) Now enter your Banner username u_********* and Password click Connect or press Enter key. Enter your username u_******* Password Your Password (Username will be U_ (your last name, then the first letter of you first name and your middle initial Always leave this Box Empty 4
The First time you access Banner you will be required to change your password and will see these boxes. Enter your credentials Banner User name and the password sent to you from Banner Security. Then select the Connect button or use the Enter key. Do Not enter anything in the Database. (It is always defaulted to Production.) You should see this Alert Message. Select the OK button. Now enter the original Password sent to you by Banner Security; then your New Password and Re-type New Password. Then select the OK button. If you are successful you will see this screen. Select the OK button If you are successful you will then see the Ellucian screen process through for a few seconds. You should see this screen each time you successfully access Banner. 5
Banner General Menu Form (GUAPMNU) General Menu form will appear Starting point for all Modules 1 2 3 4 5 6 7 11 12 13 14 15 8 16 9 10 The General Menu Form is the starting point for navigating Banner. Parts of the form are listed below: 1. Oracle Developer Forms Runtime Bar will be the first bar on the form. 2. Menu Bar contains pull-down menus. If a pull-down menu is grayed the menu item is disabled and cannot be accessed. Access an option in a pull-down menu any time, except when you are in a dialog box, alert box or List of Values. Respond to the window before you access the menu. 3. Horizontal Toolbar a set of icons that perform common functions. The toolbar appears directly under the Menu Bar. When you move your cursor to an icon and pause a yellow bubble appears with text that describes the function of the icon. Click the button to perform the function. Main mode of navigating Banner. 4. Title Bar shows the descriptive form name, release number and database name and installation date. 5. Go To Box will be on the next bar. You will use this box to directly access forms, menus, jobs and QuickFlows or you may use Direct Access to go to a specific form if you know the form's. 6. My Banner menu may contain the menus, forms, jobs and QuickFlows important in the workday of the individual user. This menu is unique to the user s Oracle user ID. 7. Products Menu organizes menus, forms, jobs and QuickFlows by the Banner Products. 8. Banner Broadcast Messages will be used to send special notifications to Banner users. 9. Auto Hint Line at the bottom of the form may contain information for the field where the cursor is located. There may be a brief description, error message or processing message, keyboard equivalent in the block. Always check this line if you are having problems. 10. Status Line directly under the Auto Hint Line this line could contain one or more messages. Record n/n will show the number of the current highlighted record followed by the total number of records in the field when at the last record. List of Values will indicate the values that may be used in that field. 11. My Links will be on the right side of the form. 6
12. Change Banner Password: change your Banner Password when you want remember for security reasons do not give your password to anyone unless you know that they are IT Division personnel. 13. Check Banner Message this form will be used to receive messages and query messages from other Banner users. You will be notified with a check mark at the end of the link. Must have appropriate security to use this form. 14. Personal Links 6 You will be able to set three personal links for your Banner account. (Note: The University has decided to default three of the links.) 15. My Institution This will be set to Western s home page. 16. Scrollbars Vertical and Horizontal will appear on the right side and bottom of the forms and may be within the form for some of the fields. Watch for them. NOTES: Open Menu options: Use right or left arrow to select Menu option then press enter key to open function or Alt O key or click on the Options function on the Menu bar. Menu Function Selection: Use up or down arrows to select function then click function or press underlined key on keyboard to perform function Horizontal Toolbar Note the order of the icons on the Horizontal toolbar that is located under the Menu toolbar. You will be able to perform specific functions by using the appropriate icon when using Banner. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 A B C D E 15 F 16 1. Save 2. Rollback 3. Select 4. Insert Record 5. Remove Record 6. Previous Record *** 7. Next Record *** 8. Previous Block *** 9. Next Block *** 10. Enter Query *** 11. Execute Query *** 12. Cancel Query *** 13. View/Send Messages 14. Print 15. Online Help 16. Exit A. BDMS Display Document B. BDMS Logs into Application Extender if you have an approved acct. C. Broadcast Message D. FGAC Security E. Not Enabled F. View Supplemental Data Horizontal Toolbar Definitions of Icons Save-- Saves changes entered since the last time you saved. Also called Commit Rollback-- Application and inquiry forms: Clears all information (except key information) and returns you to the first enterable field in the key block. Validation forms: Returns you to the first enterable field on the form. Query forms: Returns you to the first enterable field on the calling form. Select -- Returns you to the calling form and enters the selected value into the field that called the form. Insert Record-- Inserts a new blank record in the list of existing records. 7
Delete Record-- Removes all information for the current record. When you SAVE, the removed information is deleted. Previous Record Moves backwards through the form. Moves the cursor to the first enterable field in the previous record and triggers previous record logic coded in the form. Next Record -- Moves the cursor to the first enterable field in the next record of the current block and triggers next record logic coded into the form. If the cursor is in the last record, a new record is created. Previous Block-- Moves the cursor to the previous block that has at least one enterable field. If the previous block is in another window, that window is opened. Next Block -- Loads information in the form from the database or opens form for processing. Moves the cursor to the next block that has at least one enterable field. If the next area is in another window, that window is opened. Enter Query-- Puts the form in a query mode so you can enter search criteria to see what information is already in the database. Clears information from the form so you may enter search criteria so you may Execute Query. Execute Query-- Searches the database and displays the first set of records that match your search criteria. Cancel Query-- Cancels the query and takes the form out of query mode. (Does not select any data.) Print-- Prints the current window with the date and time in the title bar. Online Help Online information about forms and fields as well as tasks you can perform with Banner and Displays the information about the form or field selected. Exit-- Forms and windows: Exits you from the form or window. Main Menu: Exits you from Banner. Query mode: Cancels Query and takes the form out of query mode. Navigation Keystrokes Function Function Keys Keyboard Keys Go To Box Navigation Window List of Tabs on Form F5 Opens F2 List of Options Select Rollback Save Right mouse click on blank area of form Shift F3 Shift F7 F10 List of Values Print Form Exit Enter Query F9 Shift F8 Ctrl Q F7 Click icon 8
Execute Query F8 Cancel Query Previous Block Next Block Clear Block Insert Record Ctrl Q Ctrl Page Up Ctrl Page Down Shift F5 F6 Duplicate Record F4 Clear Record Remove Record Cut Copy Paste Edit Next Item Shift F4 Shift F6 Ctrl X Ctrl C Ctrl V Ctrl E Tab Clear Item Duplicate Item Ctrl U F3 Previous Record Next Record Scroll Up Shift Up Arrow Key Shift Down Arrow Key Page Up Scroll Down Page Down Count Hits Show Keys Shift F2 Ctrl F1 9
Help Clear Form Update Record Forward through Tabs Back through Tabs Object Search Double click in the Go To Box Ctrl H Shift F7 Ctrl U Ctrl Tab Ctrl Shift Tab Quit Object Search Menu Bar Shortcut Press Cursor will go to bar Ctrl Q Iconic Buttons Buttons are visual images used to perform an action or respond to the system. Banner forms use iconic buttons and response buttons. These buttons are small squares that contain an icon (picture). They represent one or more actions that may be performed for the associated field or record. For example, you can use iconic buttons to display a validation form for the field, copy a record, or display a window for entering freeform text. Banner forms use some of the following buttons. Search -- Displays another form or window. You can search for a value or information related to that field often selecting and returning a value to the associated field. Note: Sometimes the Search button can perform more than one function. In these cases, an Option List appears. You can select an option from the list using your mouse, or you can tab among the choices and use the Enter key or space bar to make your selection. Calendar -- Displays a calendar so that you can choose a date. Complete -- Indicates the process is complete. Maintenance -- Updates information in the database. Copy -- Copies the current record or records. Comments -- Displays a window where you can enter freeform text for the associated record. Approve -- Indicates the process is approved. Disapprove --Indicates the process is not approved and sends a notice back to the creator of the information. Generate ID -- Generates a new ID. If a field has an iconic button, the auto hint identifies the equivalent function that can be used instead of the button. If the button can perform more than one function, each equivalent is identified in the auto hint 10
BANNER STUDENT TERMS Student Module Term is the (4 digit) Year plus 05 for Winter, 10 for Spring, 20 for Summer, 30 for Fall. Examples: Winter term 2017 = 201705 Winter term 2018 -- 201805 Spring 2017 term = 201710 Spring term 2018 -- 201810 Summer 2017 term = 201720 Summer term 2018 -- 201820 Fall 2017 term = 201730 Fall 2018 term -- 201830 Naming Conventions: Banner forms have seven-character names. First Position: Identifies the primary system owning the form, report, job or table. The Student System Menu will always be S, Accounts Receivable will always be T, General will be G, Finance will be F, Human Resources will be P & N, and Financial Aid will be R. Second Position: Identifies the module owning the form, report, job, or table. A- Admissions, C-Catalog, E-Support Services, F-Registration/Fee Assessment, G-General, H-Grades/Academic History, I-Faculty Load, L-Location Management, M-CAPP, O- Overall, P-Person, R-Recruiting, S-Schedule, T-Validation form/table, U-Utility. Third Position: Identifies the object type of form, report, job, or table. A-Application form, B-Base table, I-Inquiry form, P-Process, Q-Query form, R-Rule table, V-Validation form/table. Fourth, Fifth, Six and Seventh Positions: Uniquely identifies the form, report, job or table. IDEN-Identification, ROLL-Grade Roll, TELE Telephone, HOLD Acct. Holds, STAT-State/Province Code, CRSE-Course, TERM-Term, EXCL-Exclusion, DFEE-Fees, PREQ-Pre-requisites, REQN-Requisition, VEND-Vendor etc. Cumulative GPA is defined as OVERALL GPA in Banner. WKU GPA is defined as OVERALL INSTITUTION GPA in Banner. Transfer GPA is defined as Overall Transfer GPA in Banner Dialog Boxes A box that will appear wanting a response to a condition shows at least two choices and you must acknowledge a choice in the dialog box before you do anything else on the form. 11
Alert Boxes A box, notifying you of a condition that could impact processing: example: would be trying to enter information on a deceased person. You must acknowledge an alert box before you do anything else. An alert box has one response button. My Banner: Create your Personal Menu in Banner Double click the My Banner folder opening the menu. Select the form -- Empty; Select to build.[guapmnu] appears the first time you start to create your Menu. Form opens so you may create your personal menu tied to your Banner user ID. A personal menu contains the forms, jobs, menus, and QuickFlows that are most important in your daily work. Once the personal menu is created, you may access it from the General Menu form by selecting My Banner. Double click to open menu Select this link to open the Personal menu form MY Banner: PERSONAL MENU 12
This form contains three parts: 1. List of all forms, functions, 2. Buttons that are used for moving form information, 3. List of forms in your personal menu. 1. The left panel lists the available forms, jobs, menus, or QuickFlows that can be added to your personal menu. When you select an object type from the pull-down list above this panel, a list of associated objects appears in the left panel. 2. The middle of the form contains buttons used to insert your selections, remove selections, insert all items listed from the left panel, and remove all items from the right panel. 3. The right panel lists the contents of the personal menu. The field above the left panel shows the Banner user ID associated with the person logged on. The quickest way to add objects to a personal menu is type the 7 character form name in the right panel in the order you want them to display. If you make an error in the Form name it will display and error message in the Description field. You may insert and remove forms from the list at any time by using the correct function or icons. (see Next example). Save once you have added your forms (F10 or the save Icon). Then exit the form and exit Banner and re-access to view your personal menu or type REFRESH in the Go To Box and press Enter Key. Quickest way to see list. The other way is to select names from the left panel by double clicking the form name making sure that Object and Description are highlighted. (To search for a form clear the left panel using the F7 function key and then enter your query for the form (form name) then press the F8 function key form information appears.) Select the form in the Object field and use the Insert or Insert All button to move it to the Personal Menu block. To remove objects from a personal menu, select names in the right panel and use the Delete and Delete All button or Record Remove function or Remove Record icon & save. Preferences You will be able to set some personal Preferences on Banner such as the display of forms information and personal links for your account. Click File then select Preferences from the list of functions then click to open. 13
Change some colors using the Color Settings panel but be very careful. Search Icon color palette displays. Select the My Links tab to set Personal Links Opens the My Links and Personal Link set up form Personal links requires two blocks of information Description (Title of link) and URL block (A) enter name for the website (B) enter the website URL now save the changes F10 or click Save icon. Then exit the form. Log off and back on for the changes to appear on your Main Menu form. A B 14
Key Block Area of Forms The first block on most forms contains key information. The key block determines what is entered or displayed on the rest of the form. All information on the form refers to the key block. The key block has at least one field and sometimes more. The key block stays on the form as subsequent blocks appear. Occasionally, another window may appear on top of the key block if the window is unusually large or if the key block is not pertinent to the window. When the cursor is in the key block, enterable fields in the key block are enabled. When you leave the key block, enterable fields in the key block are disabled. Tabs The tabs on forms make it easier to navigate through that form or to other forms. Use the different functions to navigate forward and backward in the forms or windows. The F2 function key when pressed will open a list of the tabs on the opened form when you have drawn the information into the form. Arrow up and down or select with cursor to open the different tabs. Key Block Area Exit Banner by clicking the X on the Horizontal Toolbar Click the Yes button or press the Enter key and you will be disconnected from Banner. Your browser will still be open. Banner Menu Navigation and Options Navigation Banner Folder structure with sub-folders will contain all forms, jobs, etc. for your Banner processes. Double-click to open menu or folder another double-click will close menu or folder. There are two ways to get to navigate to forms in Banner. Go To Box: Type the seven-letter form name in the Go To box located on the Main Menu form. Press Enter Key and the form will open if you have been granted access to that form. Banner folder has folders that you may also use to navigate through the system. Click on Student Folder to access those forms Click on General Person Folder to access those folders, etc. 15
Main Menu Form Use either the Go To Direct access box or the Banner folders to access your forms. Double-click the form description and it will open the form. Typing the Form name in the Go To box and pressing the Enter Key will open the form Options menu located on the Menu toolbar or right click your mouse button on any blank area of the form below the tabs or separator bar and a Pop up options window appears. See next example. Clicking the right mouse button on any blank area below the key block area of the form allows the Pop up options window to appear or use your ALT key O and the Options menu will appear. Form with the Options menu displayed Note File Menu functions are on the form plus other parts of the form or any other form that you are able to open by clicking the selected link. 16
Opens your selection: Name and ID Search for Person / Vendor Once you are on the form there are two ways to search using an id or name. Name Search In the key block with your cursor in the ID field, make sure the id field is blank, tab to the second field to begin a name search. Type part or all of a name in the name field including the comma to separate last name from first name. The % sign is the wildcard function in Banner, if you are searching on only part of the name you must put a % directly after the last letter you enter. Example: Smi% - Only know part of the last name. Smith, J% - you know the last name and part of the first name. Smi%, J% - you know part of the last and part of the first name Smi%, John - you know part of the last name and all of first name. Press the Enter Key ID Search In the key block with your cursor in the ID field, make sure the id field is blank. Type part or all of a social security number or WKU ID in the ID field, do not type hyphens in the number field. The % sign is the wildcard function in Banner, if you are searching on only part of the id you must put a % directly after the last number you enter or in any position in the field in case you are unable to read any of the numbers. Example: 80021% - you know part of the WKU ID 800000012 - You know all of the WKU ID %4997% - you know part of the WKU ID 80045%00% you are unable to read all of the WKU ID Press the Enter Key 17
Retrieving data from the search If no match is found using an id search try searching by name, and vice versa, this is extremely important that you perform both searches before adding a new person to Banner. If a single match is found the name, and WKU ID or other ID s used in the database will appear on SPAIDEN, if there are multiple matches found it will bring up a smaller box that says ID and Name Extended Search. You will now be able to tell how many people were returned in your search by looking at the number located directly to the right of the search results box. Choose From List You can either choose from the list given by doing the following: clicking on the down arrow to the right of search results scroll through the list and click on a person, this will take you back to the calling form (original search form) or Select the Icon by Person Search Detail: and the following form will open and you will see a list of all the results listing Last Name, First Name, Middle Name, Birth Date, Change Indicator and Type --- or Narrow Search Again from the ID and Name Extended Search box You may want to narrow your search. Do the following: Fill in any information in the boxes below the Reduce Search By line. Once you have specified additional criteria then click on the drop down button, if your search was reduced the number to the right of the search results should be reduced. You can now choose from the results or narrow your criteria again. If you wish to select an individual, click on the down arrow to the right of search results scroll through the list and click on a person, this will take you back to the calling form (original search form) 18
or Exit without choosing anyone If you wish to exit without choosing anyone, do the following: Click on the X button (upper right hand corner) Note: The names that are returned from this search are not in Alphabetical Order, they are in PIDM (internal number assigned by Banner to person when added to database) order. Note: This cannot be modified. Note: If you see an entry that looks like the following, this is a name or ID change that has been made in Banner. Example Search Results Box: Smith, Janet D. (new name) Downs, Janet Kay (maiden name) Searching on SOAIDEN Go directly to the Search Icon button in the key block and click. Banner will come up with an option list. Click: Person Search. You are now on a form called SOAIDEN (Person Search Form). At the bottom of the form you will see that case sensitive has been defaulted to Case Insensitive Query. You may now type your search criteria in the corresponding fields listed on the page. The % sign is the wildcard function in Banner, if you are searching on only part of the id or name you must put a % directly after the last number or letter you enter. Multiple % sign may be used. 19
Name Search or ID Search Type your search in the fields: using as much information or as little information that you have. Use the Press the F8 Key or Execute Query Icon to execute the query. Name Search ID Search Retrieving data from the search Use your scroll bar to scroll through the names until you find a match. To select the ID double click on the ID and it will return you to the calling form or you can click the select icon on the toolbar or Shift F3. To search again while still on the SOAIDEN form press F7 this will clear the previous query and allow you to start again. To exit this form without returning an ID to the calling form click on the Exit (X) Button on the Horizontal toolbar or CTRL Q. Note: If you accidentally get into this form and want to get out without doing anything. First click on the exit (X) button, (this time it will cancel the query), click on the exit (X) button again, (this time it will exit you from the form). Note: Do not click on the small x buttons that are normally used to close windows applications. They do not always work. SOAIDNS Search This form allows you to search and see more information about the person when searching. Starting from the SOAIDEN form after performing the steps of doing the Person Search select the name that you wish to search on this form helps when you have multiples of the same name. Enter search information: Perform the search by using F8 or Execute Search. Then select the name you wish to view more info on, then select the Options Menu and select Search and Display More Detail (SOAIDNS) 20
Opens form SOAIDNS with the Name selected Press F8 or Execute Search icon. Matches will load the form and you will see all addresses on file for person and Learner information if there is any for person. Scroll through the list and when found use the select icon or Shift F3. Banner Help Center Banner has a Help Center that can give you immediate online assistance: Online help. This is online information about forms and fields as well as tasks you can perform with Banner. This Help Center also runs in a web browser. Auto hint. This hint at the bottom of the form briefly describes the field where the cursor is located. Error and processing messages also appear. *** Note first time you access from fresh boot will tell you Help is not available close form and try again. **** Access the Help Center link from the General Menu located on the right side of the main form. Click Link Help Center Menu appears Click Module link for form information 21
Example will use General Module and select the General forms Then select information link or drill down in the links to find the needed information. Using GOAEMAL. Displays information about the form. When opening Help from the form select ONLINE HELP on the Horizontal Toolbar and it will display Online Help Information for GOAEMAL form 22