Wilkes University BANNER FUNDAMENTALS TRAINING GUIDE

 

Introduction This handbook describes the basic features of the Banner System. Learning to use these features is the foundation for using Banner at your institution.

Goal The goal of this session is to provide you with the knowledge and practice to accurately navigate through the Banner system. This handout is divided into five sections:

What is Banner Main Menu Menu Bar Toolbar Navigation

What is Banner Banner is a fully integrated solution to support all campus constituents. Whether an institution purchases some or all of Banner’s systems, those systems will work together smoothly. Banner also integrates and shares data with the Luminis Platform.

Figure 1: Banner: Integrated Solution for Higher Education

Interfacing Banner Products Banner products have the ability to interface with each other for the purpose of sharing information and making transactions. Multiple systems have the ability to share the same data for different purposes.

Example: The Banner Human Resources system will interact with the Banner Student system to track a person if they are an employee and also a student at an institution using the unique identification number assigned to the person when initially entered into the Banner System.

 

About Banner’s Systems Student Banner Student helps institutions support learners and prospects. With Banner Student, you can:

• Allow learners to search and register for classes by term or date, and to retrieve financial aid data.

• Allow faculty to manage course information and direct students effectively. • Consolidate each learner’s records into one, from recruiting to alumnus. • Communicate quickly with prospects, applicants and students via email. • Create flexible scheduling, registration, teaching and learning modes. • Access faculty classroom and office hours with multiple calendar views.

Advancement Banner Advancement manages alumni, donors, parents and friends of an institution. With Banner Advancement, you can:

• Automate fundraising, corporate giving, and alumni programs. • Access groups of constituents, alumni giving history, contact information, and reports from

any Internet-connected device. • Allow alumni to update their profiles, learn about upcoming campus events and news, and

donate to the institution online.

Finance Banner Finance helps institutions manage both day-to-day and long-term budgetary issues. With Banner Finance, you can:

• Manage fiscal resources by channeling together information from disparate systems. • Create a central repository for all financial transactional processing. • Put critical, updated budgetary information at departments’ fingertips.

Financial Aid Banner Financial Aid helps institutions administer financial aid from recruiting through graduation, helping students obtain and manage loans, grants and other forms of aid. With Banner Financial Aid, you can:

• Administer financial aid from recruiting through graduation. • Guarantee equitable treatment of learners. • Control institutional eligibility. • Support enrollment management goals. • Support traditional and online learners. • Streamline applications, student communication, awarding and reporting to make processing

easier.

Human Resources Banner Human Resources helps institutions manage faculty, staff and payrolls. With Banner Human Resources, you can:

Manage personnel information across an institution.

 

Automate payroll administration. Automate and track personnel actions, including compensation changes, promotions, leaves

and termination. Streamline budgeting policies and procedures. Provide up-to-date answers to personal and payroll questions for employees. Enable employees to enter time sheets, leave reports, and/or leave requests online.

 

The Main Menu Objectives After completing this section, you will be able to:

• Describe the areas of the Banner Main Menu. • Navigate through the main menu hierarchical structure. • Utilize methods for accessing forms. • Personalize “My Banner”.

The “Main Menu” provides an overview of the menus, forms, and jobs on Banner. You use the “Main Menu” to navigate through Banner.

Banner Main Menu

The most common ways to navigate Banner is by: Clicking on the Hierarchical Menu item.

Hierarchical Menu Structure 

Auto Hint 

Status Line 

Go To Field 

Product Link 

My 

Links 

Canvas 

Tool BarMenu Bar

Broadcast 

Message 

Canvas 

Figure2: GUAGMNU: Banner General Menu

 

Typing in the form or job name in the “Go To…” field. o Using the Object Search Function. o Use wildcards (%, __) with a partial form or job name in the “Go To” field and pressing

enter. Using the Site Map Selecting a recently visited form from the File Menu item.

Hierarchical Tree Structure

If And Then You click the closed folder to expand…

You will see additional closed folders…

You can expand further until you find your form you would like to access.

You click the closed folder to expand…

You see the open folder… It cannot be opened further.

The menu cannot be expanded further…

You see the form that you want…

Double-click on the form to access it.

Figure

Figure 3: Hierarchical Menu

 

Using Object Search (Go To…)

You can use Object Search to access a form, job, or QuickFlow if you know all or part of its name, description, or type. When you use the Object Search from a form, the current form remains open. When you exit the requested object, you return to the original form. Note You cannot search for an object using code/description lookup in this field. You can, however, search by selecting the Search button and then performing your search on GUIOBJS. To Use Object Search:

1. Type the form name, or double-click the Go To… field on the main menu to bring up the Object Search form GUIOBJS. You can also use the Search button. OR Select File > Object Search from any form.

Figure 4: Accessing Menu Items

 

Note If you know only part of the form name, using wildcards (%, __), enter the letters you know and press enter to retrieve the Search box results to select the form or process.

2. Enter your search criteria on the Object Search Form (GUIOBJS). You can use any or all of the Name, Description, and Type fields. You can use the Oracle wildcards % and __ (See “Wildcards”).

Figure 5: Using the Object Search (Go To...)

Figure 6: Using "Go To" Search

 

3. Select the Execute Query function (F8). A list of all matches appears.

Figure7: GUIOBJS (Object Search)

Figure 8: Object Search (Cropped)

Figure 9: Executing the Query on GUIOBJS

 

4. Scroll to the desired name.

5. Double click the desired name or click the Start button.

Display the Navigation Window Key while in a Form

While in a form, Banner allows the Display Navigation Window “Go To…” to display at the top of a form currently accessed that allows you to enter the name of another form you wish to navigate to. This key is F5. The navigation mini-window also contains the My Institution link that appears on the main menu. To exit the navigation window, press F5 again, or perform a Next Block or Previous Block function. Tip On some forms, you can click a form field as a way of closing the navigation window. But this method only works for forms with updateable fields. Using F5 to close the navigation window works on all forms.

Using the Site Map

The site map appears on a separate page accessible by selecting the Site Map link on the main menu. It lists the top-level menus in your installation, and one level below them. There are no fields on it, only links to the various menus and forms. If you select a menu from the site map, the main menu appears, displaying the menu you selected with one level expanded. If you select a form, a process, or a QuickFlow, it will be displayed.

Figure10: Display Navigation Window (cropped)

Figure 11: Accessing the Site Map

 

Using the File Menu

You can quickly re-access a form that was previously opened in the current session. The bottom of the File pull-down menu lists the last forms (up to ten) you used in this session. You can re-access any form in the list. Note The only forms that never appear in this list are the QuickFlow Form (GUAQFLW), Direct Access Form (GUAPARM), and the Object Search Form (GUIOBJS) To access a form from the File pull-down menu:

1. Access the File pull-down menu. 2. Select the form name from the list at the bottom of the pull-down.

 

Figure 13: File Menu Option

Figure 12: Site Map (cropped)

 

Banner Naming Conventions Banner forms, reports, jobs, and tables all have a unique seven character name. Each name is built from the following four components:

Item Name System Module Object Type Unique Identifier

SPAIDEN S (Student) P (Person) A (Application) IDEN (Identification)

GJRRPTS G (General) J (Job Submission)

R (Report) RPTS (Report and Parameter Information)

GTVZIPC G (General) T (Validation Form/Table)

V (Validation Form/Table)

ZIPC (Zip/Postal Code)

- System – The first component identifies the primary system owning the form, report, job, or table. 

- Module – The second component identifies the module of the form, report, job, or table. 

- Object Type – The third component identifies the type of form, report, job, or table. i.e. “A” is an application form where information can be updated, “I” is a Inquiry form, “R” is a report run from job submission, “P” is a process that Banner performs and is executed from job submission.

 

Personalizing Banner

My Banner You can use “My Banner” for the forms, jobs, menus, and QuickFlows that are most important in your daily work. You can access “My Banner from the main menu.

The following forms are used to create and copy My Banner menus:

GUAPMNU (My Banner Maintenance Form) – Lets you create and change My Banner GUTPMNU (My Banner Maintenance and Copy Form) – Lets you copy a My Banner menu to

or from another user. There are several ways to add Banner objects to My Banner:

Scroll through the object list to find what you want to add. Enter the name of the object Query the object list to narrow your search.

You can also delete objects from My Banner either one at a time or all at once.

Creating “My Banner”

1. Access the My Banner Maintenance Form (GUAPMNU) by double clicking on the “My Banner” menu item.

Figure 14: Accessing MY BANNER (cropped)

 

2. Double click on the “Empty: Select for Build” option.

3. Use the pull-down list above the left pane to select the object type you want to display and click the “refresh” icon. The left pane lists the objects of the selected type.

 

Figure 15: Accessing MY BANNER (cropped)

Figure16: "Empty: Select for Build" (cropped)

 

4. In the left pane, select each object you want to add to the menu by double-clicking on it. The object will be highlighted.

Note You can query (F7/F8) to reduce the object list. You can also make multiple selections and insert them all at once.

5. Click in the right pane where you want to place the selected items. 6. Click the Insert Selection button in the middle of the form. The selected objects will be

added to the right pane. 7. (OPTIONAL) You may change the object descriptions. 8. Save and Exit.

Figure 18: GUAPMNU (My Banner Maintenance Window)

Click to add 

objects from the 

left to the right 

Figure 17: GUAPMNU Objects (cropped)

‐ Oracle Forms Module: All forms in Banner ‐ Job Submission Objects: All jobs in Banner ‐ QuickFlow Objects: All QuickFlows ‐ Menu Objects: Main Menu Objects ‐ Dynamically Linked Library: Tools linked to 

Banner ‐ Menu Message Object 

 

Default Expanded Menu

The Banner Main Menu appears when you first access Banner. You can change the default product menu that is expanded to suit your personal preference. To specify the default expanded menu:

1. Access the General User Preference Maintenance Form (GUAUPRF).

2. Choose the Menu Options tab.

Figure 19: GUAUPRF (General User Preference Form) 

Figure 20: Menu Options Tab (cropped)

 

3. In the User Default field, enter the name of the menu that you want as the default, or click the Search button to search for it using the Object Search Form (GUIOBJS).

4. Save your changes. Note Changes to customizing Banner will not appear on the main menu until you log out and log back in.

My Links

You can create a link from the main menu to a web site or Banner object using Personal Links. Make sure you do not have pop-ups blocked with any third-party software. Pop-up blockers can interfere with the performance of your personal links. To create a link:

1. Go to the General User Preferences Maintenance Form (GUAUPRF).

2. Choose the My Links tab.

Figure 21: List of Objects

 

3. Enter a description of your link in the User Value field associated with the first personal link description.

4. Enter the URL or Banner object name in the User Value field associated with the first personal link URL or Banner object.

5. Save. You must exit Banner and log back in to see your changes. Note You can create up to six personal links. Each personal link is comprised of two records—the description and the URL/object. Make sure the description record matches the corresponding URL or Banner object record. The following example illustrates a personal link for a weather web site.

Field Name Name of Link URL or Banner Object Description Enter the description for the

“My Personal Link 1” link. Enter the URL or Banner object for the “My Personal Link 1” link.

Default Value Your personal link description Your first personal link URL or Banner object.

User Value My Weather Page www.weather.com

Displayed Form Names

You can choose whether form names are displayed in the following places: • Options pull-down menu • Left pane of menu maintenance forms • List of open windows on the Window pull-down menu

Figure 22: My Links Tab

 

To display or hide form names:

1. Access the General User Preferences Maintenance Form (GUAUPRF).

2. Choose the Display Options tab.

3. Check the Display Form Name on: a. Title Bar b. Main Menu, AND/OR c. Check the box to display the Banner Release Number. d. Check the box to display Database instance.

4. Save.

5. Exit the form.

Note A change to the display options will require you to exit and restart Banner before they take effect.

Changing Your Alerts

Alert options enable you to customize how you are prompted by Banner in certain situations. Access the Display Options tab on GUAUPRF to customize any of the following:

Check the Prompt Before Exiting Banner check box if you want Banner to verify that you want to quit the Banner session before exiting.

Check the Display Additional Confidential Alert check box if you want Banner to display an extra Confidential pop-up message for records that contain confidential information.

Figure 23: Displaying Form Names

 

Check the Display Additional Deceased Alert check box if you want Banner to display an extra Deceased message for records associated with a deceased person.

Check the Display Duplicate SSN/SIN/TIN Warning to display a message when entering new Person/Non-Persons.

ChangeColorSettings

YoucanaccessFile>PreferencetochangethecolorusedinBannerforicons,canvas,menulinks,andotherforms.

 

The Help Menu

Using Banner Data Extract

SunGard Higher Education delivers the extract feature on most validation forms, and also on a limited number of rule, application, and inquiry forms where the feature has been tested. This feature has not been test on all forms. Extract results are unpredictable on forms that have not been tested with this feature. If you want to extract data on an untested form, your system administrator can consider enabling the extract feature on GUAOBJS. SunGard Higher Education does not support this feature on untested forms, but will, however, continue to test more forms and expand support with future releases. You can extract data from a Banner form to a spreadsheet. On some forms, you have the option to extract detail data from the current block either with or without data from the key block included. Once in a spreadsheet, you can easily make graphs and reports for the data. You can tell that the extract feature is enabled on a specific form if one or both of the following options are enabled in the Help pull-down menu for the form:

• Extract Data with Key extracts details in the current block with key data. • Extract Data No Key extracts details in the current block without key data.

The Data Extract Option field on GUAOBJS determines whether one, both, or neither of these extract options is available for a form.

Figure 24: Data Extract Option

 

Online Help

Banner online help contains information about forms and fields, as well as tasks you can perform with Banner. This help system runs in a web browser. When you access online help, information about the current form is displayed. From there, you can expand the help window to browse through other topics, or to use the search and index features to look for specific topics.

Banner Documentation Bookshelf

The Banner Documentation Bookshelf is an easy way to access Banner documents directly from your computer. The Bookshelf includes both user and technical documentation. Documents in the Bookshelf appear in PDF (portable document format). They look the same as the hard copy versions, regardless of the computer you are using. You can print any document locally.

Figure Error! Bookmark not defined.: Online Help

Figure 25: Where to Access Banner Bookshelf

 

Figure 26: Viewing Item Properties (cropped)

Help (Item Properties)

Help (Item Properties) lists all the properties of any current field your mouse cursor is located in. For example, you can find its internal database name, whether it is query-able, whether it is required, type of data (character or numeric), maximum length, and minimum and maximum values. This is also very useful when writing Ad-hoc reports through SQL or another reporting tool. To display Help (Item Properties) for a field:

1. Place the cursor in the field you wish to view properties for.

2. Select the Help (Item Properties) function.

Figure 27: Properties (cropped)

 

Figure 29: Auto Hint Line

Figure 28: Show Keys (cropped)

Show Keys

Show Keys lists the Oracle functions and associated keystrokes available in your environment for the current field, window, and form. Specific keystrokes for a function depend on your environment. To display Show Keys:

1. From the Help Menu, select the Show Keys function.

2. An information box will display showing “keyboard strokes” for performing basic navigation in Banner.

Auto Hint Line

The auto hint at the bottom of the form can contain the following information for the field where the cursor is located:

• Brief field description • Error and processing messages • Keyboard equivalents (if you can access other blocks, windows, or forms from the • field)

Example: Querying a vendor on FTIIDEN will display actions in the Auto Hint Line.

 

Figure 31: Access Options while in a Form

BannerCommonFunctionsMany of the common functions you can perform in Banner can be accessed via the File menu…                

   The Toolbar Icons…   Select    Rollback  Save    Print    Exit 

                  Options Shortcut Menu… 

The Options shortcut menu contains form-specific options as well as Rollback, Save, Exit, Print, and Add to Personal Menu. You can access this menu by right-clicking while you are in a form (not in a field). 

Figure 30: File Menu Common Functions (cropped)

 

NavigationEquivalents Use the table as a guide to the navigation equivalents for the File menu options.

Function  Key(s) Menu Bar Toolbar 

Save  F10 File/Save 

Print  File/Print 

Rollback  Shift + F7 File/Rollback 

Next Field  Tab  

Previous Field  Shift + Tab  

Clear Field  Ctrl + U Item/Clear  

Display “Go To” Field F5  

Exit Form/Query  Ctrl + Q File/Exit  

Online Help  Help 

Next Block  Ctrl + Page Down 

Block/Next 

Previous Block  Ctrl + Page Up 

Block/Previous 

Clear Block  Shift + F5 Block/Clear  

Previous Record  Up Arrow Record/Previous 

Next Record  Down Arrow 

Record/Next 

Clear Record  F7 Record/Clear  

Remove Record  Shift + F6 Record/Remove 

Insert Record  F6 + Down Arrow 

Record/Insert 

Duplicate Record  F4 Record/Duplicate  

Enter Query  F7 Query/Enter 

Execute Query  F8 Execute Query 

Count Query Hits  Shift + F2 Query/Count Hits 

Cancel Query  Ctrl + Q Query/Cancel  

Options Menu  Right Click outside of fields to display Options Menu 

Calendar  Double‐click in a date field to display the calendar 

Basic 

Block 

Record 

Query 

Mouse 

Ban

ner Navigation & Shortcuts 

 

WildcardsYou can use these wildcards with queries:

• % (percent sign) represents any number of characters o %Educ will result in anything ending with Educ. o %Educ% will result in anything with Educ in any part of the request o Educ% will result in anything beginning with Educ.

• _ (underscore) represents one occurrence of a character. Follow these steps to perform a query

1. Access the SCT Banner form from which you want to perform a query. 2. Perform an Enter Query function to put the form in query mode. 3. Enter the data you wish to find, using wildcards if appropriate. 4. Perform an Execute Query function to find search results.

 

PopulationSelections

PurposeOnce a population selection is defined, the Population Selection Extract Process (GLBDATA) is used to extract IDs (people and nonpersons) from the Banner database based on the rules entered on the Population Selection Definition Rules Form (GLRSLCT). If the results of this extract identify the population receiving a letter, it should be executed before running the Letter Extract Process (GLBLSEL). If the results of this extract identify the population to be used in a report, it must be executed before running that report. The Process Submission Control Form (GJAPCTL) lets you run a report or process and save the parameters as user-level defaults. If you want to save more than one set of parameters for the report or process, you can save the current set with a unique name. The defaults in each set are associated with the user ID and the job parameter set.

RunningaPopulationSelection

Run the Population Selection Extract Process (GLBDATA)

1. Access the Population Selection Extract Process (GLBDATA). 2. Perform a NEXT BLOCK function. 3. Enter the desired printer name in the Printer field. (Optional)

NOTE: You can enter DATABASE to write the report to a table for on-line viewing and to enable the saving of the report to a shared folder on a designated network drive.

4. Perform a NEXT BLOCK function. 5. There are three (3) required parameters required to run a population selection.

a. The name of the population selection (Parameter 01 – Selection Identifier 1). b. The name of the application (Parameter 06 – Application Code) c. The user name of the person who created the selection ID (Parameter 07 – Creator ID

of Selection ID) NOTE: If the population selection includes prompts, the prompts will display as Parameter 88 when you run the Population Selection Extract Process (GLBDATA). Go back and add the prompt, then re-run GLBDATA.

6. Perform a NEXT BLOCK function. 7. Save (F10) or click the save icon on the file menu.

 

8. On the file menu, click Options

 

9. Click the File Name search icon.

Figure 32: Running a Population Selection Extract (GLBDATA)

Figure 33: Accessing GLBDATA Extract

Figure 34: Accessing the file

 

10. Double click on the .log file. You will be able to see the results of the extract for the population selection.

ViewingaPopulationSelectionThe result of a population selection can be viewed in several ways depending on whether you want to:

‐ View the number of IDs selected for the population you just extracted ‐ View the number of IDs for all populations by application ‐ View and sort a population

Figure 35: Accessing the .log file

Figure 36: Population Selection Extract results

 

‐ View and modify a population manually Immediately after running GLBDATA, you can select Review Output from the Options menu to see the number of IDs selected (see figure 36). This form is called the Saved Output Review Form (GJIREVO). GJIREVO allows you to view, save, or print your results. If you want to view the number of IDs for all populations within an application, you would use the Population Selection Inquiry Form (GLISLCT). You can click on any population selection in the Selection ID column to select it. Once selected, the corresponding User ID and Count Fields display in the Selection Counts blocks.                    If you want to view and sort the IDs within the population, you would use the Population Selection Extract Inquiry Form (GLIEXTR). You can sort by name or by ID.                  

Figure 37: Population Selection Inquiry Form (GLISLCT)

Figure 38: Population Selection Extract Inquiry (GLIEXTR)

 

  

Modifying a Population Selection

To modify a population selection, you must use the Population Selection Extract Data Form (GLAEXTR).

‐ Use the Insert Record icon to manually add an ID to the population selection. ‐ Use the Remove Record icon to remove IDs from the population selection.

                   Once a name is added manually, the Manual radio button is automatically selected.

Figure 39: Population Selection Extract Data Form (GLAEXTR)