Quick Tips on Banner Rich Loftus, Board of Regents Rich Loftus, Board of Regents Thu., June 2 | 2:15 PM | Avignon

Quick Tips on Quick Tips on BannerBanner

Rich Loftus, Board of Regents Rich Loftus, Board of Regents Thu., June 2 | 2:15 PM | AvignonThu., June 2 | 2:15 PM | Avignon

Data Entry/QueryData Entry/Query

• When entering today’s date in the system did you know you can enter a

• T for Today’s Date

• D for Today’s Date

• Really any letter for speedy entry of the date on forms and processes….


• Data Query Techniques– Searches using % and _– Date queries using < or >– Expert queries using :A and :B etc.

General User Preferences General User Preferences Maintenance Form (GUAUPRF)Maintenance Form (GUAUPRF)

• Use this form to establish personal preferences for the logged in user ID.


• Display Options. You can:– Display/hide the horizontal toolbar.– Display/hide bubble help.– Specify the contents of form title bars (form

name, release number, and database instance).

– Specify whether form names are displayed in the Options menu and/or navigation frame.


• Customize Toolbars. You can add or remove buttons on either the horizontal or vertical toolbar.

• Directory Options. You can identify the:– Directory where data extract files are

written.– Oracle Reports server.

General User Preferences General User Preferences Maintenance Form Maintenance Form

(GUAUPRF)(GUAUPRF)• Directory Options. You can identify

the:– Directory where online help files are stored

for users who are using Banner through a Web browser. This is a URL that points to the directory where the files are stored. The directory must be accessible from the Web server.

– Directory where online help files are stored for users who are using Banner in a client/server environment.

Directory OptionsDirectory Options



General User Preferences General User Preferences Maintenance Form Maintenance Form

(GUAUPRF)(GUAUPRF)

• The Default Value for each directory option applies to the entire institution and can be changed by the system administrator. The logged in user can change the User Value.

Personal Menu Personal Menu Maintenance Form Maintenance Form

(GUAPMNU)(GUAPMNU)

Personal Menu Maintenance Personal Menu Maintenance Form (GUAPMNU)Form (GUAPMNU)

• Use this form to create a personal menu tied to your Oracle 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 can access it from the main menu.

My BannerMy Banner

Person SearchPerson Search

Person SearchPerson Search

Form or Process SearchForm or Process Search

• Direct Access

• Object Search

• Direct Access Query

Form and Process SearchForm and Process Search


• GUAOPTM Options Maintenance Form

Use this form to define the options that appear in the Options menu and/or

navigation frame for a specific form

Lets look at an example for ZHAHOPE…

Data ExtractionData Extraction

• Data Extraction Techniques

GJIREVO- Saved Output Review Form

Job Submission provides online access to output for viewing, saving, and printing via the Saved Output Review Form (GJIREVO). This feature works with Pro*C programs only.

Must use Database as your printer.


• Data Extraction Techniques

General User Preferences Maintenance Form GUAUPRF identifies the directory where extract files are located. Banner delivered default is C:\temp.


• Data Extraction to Spreadsheets

The Object Maintenance form (GUAOBJS) is used to enable the extract feature.

Not all forms have been tested, but lists are in each chapter of the documentation.

Banner ResourcesBanner Resources

• Banner has several types of help that can give you immediate online assistance.– Dynamic Help– On Line Help– On Line Documentation

SCT Action WebSCT Action Web

• Documentation– Handbooks

• FAQ’s

• Banner Basics

SSCT CBT’sSSCT CBT’s

• Navigation

• Financial Aid Overview

• Population Selection for Financial Aid

Training MaterialsTraining Materials

Questions / Open TipsQuestions / Open Tips

Tips from our Peers?

Resources?

Documents

Quick Tips on Banner Rich Loftus, Board of Regents Rich Loftus, Board of Regents Thu., June 2 | 2:15 PM | Avignon