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Student Information System User Guide General Navigation - Internet Native Banner Revision: 1.2 Revision Date : April 14, 2010 Author/Editor(s) : Carol Van Name

Student Information System User Guide INB General... · Form Online document where you can enter and look up information in the database INB Internet Native Banner Oracle Oracle is

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Page 1: Student Information System User Guide INB General... · Form Online document where you can enter and look up information in the database INB Internet Native Banner Oracle Oracle is

Student Information System User Guide

General Navigation - Internet Native Banner

Revision: 1.2

Revision Date: April 14, 2010

Author/Editor(s):

Carol Van Name

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Document Change Log

Revision Revision Date Editor(s) Change Description

1.0 March 29, 2010 Carol Van Name Initial Draft

1.1 April 11, 2010 Carol Van Name Final edits

1.2 April 14, 2010 Carol Van Name Few minor changes

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Contents INTRODUCTION ............................................................................................................................... 1

Purpose ....................................................................................................................................... 1

Intended audience ...................................................................................................................... 1

Scope ........................................................................................................................................... 1

References................................................................................................................................... 1

Definitions and Acronyms ........................................................................................................... 1

Overview ..................................................................................................................................... 2

GETTING STARTED ........................................................................................................................... 2

How to Change Your Oracle Password ........................................................................................ 3

Display layout .............................................................................................................................. 4

Menu Bar ..................................................................................................................................... 4

File Menu ................................................................................................................................ 4

Edit Menu ............................................................................................................................... 6

Options Menu ......................................................................................................................... 6

Block Menu ............................................................................................................................. 6

Item Menu .............................................................................................................................. 6

Record Menu .......................................................................................................................... 7

Query Menu ............................................................................................................................ 7

Tools Menu ............................................................................................................................. 8

Help Menu .............................................................................................................................. 8

Toolbars ....................................................................................................................................... 9

Title Bar ..................................................................................................................................... 12

Auto Hint ................................................................................................................................... 13

Status Line ................................................................................................................................. 13

OBJECTS AND SECURITY ................................................................................................................ 14

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NAMING CONVENTIONS................................................................................................................ 14

WHAT IS A FORM? ......................................................................................................................... 15

MAIN MENU .................................................................................................................................. 16

Links on Main Menu .................................................................................................................. 17

Direct Access ............................................................................................................................. 17

Object Search ............................................................................................................................ 17

MY BANNER ................................................................................................................................... 18

FORMS COMPONENTS .................................................................................................................. 19

Blocks ........................................................................................................................................ 19

Tabs ........................................................................................................................................... 20

Option Window ......................................................................................................................... 20

Fields ......................................................................................................................................... 21

Records ...................................................................................................................................... 22

Values ........................................................................................................................................ 23

Use of Wildcards ....................................................................................................................... 23

BUTTONS ....................................................................................................................................... 24

APPENDIX A - NAMING CONVENTIONS ......................................................................................... 25

APPENDIX B - KEYBOARD SHORTCUTS .......................................................................................... 33

APPENDIX C - MENU BAR .............................................................................................................. 34

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Introduction

Purpose The purpose of this document is to provide guidance on how to navigate the Internet Native Banner screens of the student information system at Allan Hancock College.

The Banner system contains a great deal of information about students. It is important to insure the privacy of the individuals in the database according to the guidelines of the Family Education Rights and Privacy Act of 1974 (FERPA). In general you should not share any information regarding a student with anyone other than the student unless you are sure you are within these federal guidelines.

Intended audience The intended audience for this document is all Banner users at Allan Hancock who work in an office that accesses Internet Native Banner. This includes most Student Services, Administrative Services, and Academic Affairs staff. This document is not intended for faculty or most administrators who will use the Web Self-Service Banner interface accessed through the myHancock Luminis portal.

Scope This document explains the terminology and navigation techniques for the Internet Native Banner interface. This interface is used to enter, update, and view objects in the Banner system. This document focuses on the navigation of form objects.

References 1. SunGard Higher Education Banner General - Banner Getting Started Guide

2. Allan Hancock College Data Standards Manual

Definitions and Acronyms

AHC Allan Hancock College Database a collection of data that is organized so that its content can easily be accessed,

managed, and updated Form Online document where you can enter and look up information in the database INB Internet Native Banner Oracle Oracle is the database used by Banner to store and manage all the data, forms,

tables, etc. SGHE SunGard Higher Education SIS Student Information System SSB Self-Service Banner

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Overview This user guide will cover the general navigation of Internet Native Banner (INB). It will provide the information needed to accurately navigate through the screens. The Banner Web interface is called Self-Service Banner (SSB). The SSB interface is used by faculty, staff, and students; and is not covered in this guide.

Getting Started To access INB, log on the myHancock portal. Click on the Work Tools tab and click on the Internet Native Banner link. Banner INB is only accessible if you are on the district network.

You will be presented with a log in screen. Your Oracle user name and password are assigned to you by IT Services when your administrator has approved your Student Information System User Request Form.

Your INB Oracle user name/password is separate from your myHancock user name and password. IT Services will create your account using the same user name as myHancock, if possible. A default password will be given to you for your initial log in.

Enter your Oracle Username and Password. The Database field should display the word PROD which stands for Production. Production is the ‘real, live’ system. The rest of this guide may also show screen shots from one of the test or training environments. Make sure you are in a non-production environment if you are ‘practicing’.

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Upon successful logon, you will be presented with the following screen.

Figure 1 - Main Menu

How to Change Your Oracle Password If this is the first time you have logged in to INB, you should change your password. Enter your initial Oracle password in the Oracle Password field. You can use the same password as myHancock, but the system does not automatically synchronous them. The Database field should be PROD. Type your new password in the New Oracle Password field and Verify Password fields.

When completed, click the Apply password change icon. You also have the option to Cancel password change and exit the form by clicking on the X icon.

Every form change in Banner is traced back to the user and date entered. Never share your user name and password.

Exercise 1: Log on and change your password on the training database.

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Display layout The following screen shot shows the location of the standard controls and message areas.

Menu Bar The menu bar is located at the top of every form and contains pull-down menus. All functions can be accessed from the menu bar. See Appendix C.

The most common functions are also accessible from the toolbar. The interface also has shortcuts that can be used such as function keys. See Show Keys for more information. If a pull-down menu item is dimmed, it is currently disabled.

File Menu This pull-down menu contains the standard functions. The bottom of the menu lists the last forms (up to ten) you accessed in this session.

Direct Access Displays the Direct Access Form (GUAPARM) which is used to access a form by its name.

Object Search Displays the Object Search Form (GUIOBJS) which is used to search with part of the name, description, or type (All, QuickFlow, Form, Jobs, or Messages).

menu bar toolbar

title bar

auto hint

status line

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QuickFlow Displays the QuickFlow form (GUAQFLW), which is used to access a QuickFlow. Quickflow automatically accesses forms that are linked in a chain.

Select Returns you to the calling form and enters the selected value into the field that called the form.

Rollback Application and inquiry forms: clears all information (except key information) and returns you to the first enterable field in the key block. Query forms: Returns you to the first enterable field on the calling form.

Save Saves all changes entered since the last time you saved. Refresh Clears the message line. Print Prints the current window with the date and time in the title bar. Exit Forms and windows: Exits you from the form or window

Main Menu: Exits you from Banner Query Mode: Cancels the query and takes the form out of query mode.

Exit QuickFlow Exits you from a QuickFlow Exit Banner Exits Banner INB Return to Menu Returns to the main menu Preferences Displays the General User Preferences Maintenance form (GUAUPRF),

which is used to customize Banner for individual users. Suggest that you check the box to display form name on menu and box to display form name on title bar.

List of recently accessed forms

Lets you quickly re-access forms that were previously accessed in this session.

Preferences You should not be changing any of your preference settings except to select the display form name on menu.

Exercise 2: Change preference to Display Form Name on Menu. Don’t forget to SAVE. You will not see this change until the next time you log on. Click Black X to close form.

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Edit Menu This pull-down menu contains the functions used to edit text items.

Cut Cuts the selected test and places it on the clipboard.

Copy Copies the selected text to the clipboard.

Paste Pastes the text from the clipboard to the spot where the cursor is located.

Edit Displays the Editor window, which is used to enter or update text. It is particularly useful in long data fields.

Options Menu This pull-down menu contains navigation options. These options vary from form to form and depend on where the cursor is currently located.

Block Menu This pull-down menu contains the functions used to navigate among the blocks of information on a form.

Previous 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 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.

Clear Clears all the information from the current block. Information is not removed from any records or tables.

Item Menu This pull-down menu contains the functions used to navigate among the fields or items on a form.

Previous Moves the cursor to the previous enterable field (item) in the current block.

Next Moves the cursor to the next enterable field (Item) in the current block.

Clear Clears all the information from the current field (item). Information is not removed from any records or tables.

Duplicate In a blank row of a repeating record, duplicates the contents of the same field (item) in the previous record and copies it into the new record.

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Record Menu This pull-down menu contains the functions used to work with records on a form.

Previous Moves the cursor to the first enterable field in the previous record and triggers previous record logic coded into the form.

Next 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.

Scroll Up Scrolls up the list of repeating records, putting the first displayed record near the bottom of the list.

Scroll Down Scrolls down the list of repeating records, putting the last displayed record near the top of the list.

Clear Clears all the information from the current record. Information is not removed from any records or tables.

Remove Removes all information from the current record. When you Save, the removed information is deleted.

Insert Inserts a new blank record into the list of existing records.

Duplicate Duplicates the contents of all fields in the record and copies them into a new record.

Lock Temporarily locks the contents of the record so no other Banner user can update it. Save, Rollback, and Exit release the lock.

Query Menu This pull-down menu contains the functions to query information in the database based on specific criteria.

Enter Puts the form into query mode so you can enter search criteria to see what information is already in the database.

Execute Searches the database and displays the first set of records that match your search criteria.

Last Criteria Enters the criteria from your last search.

Cancel Cancels the query and takes the form our of query mode.

Count Hits Counts the number of records that match the search criteria and displays that number in the Auto Hint at the bottom of the window.

Fetch Next Set If more records match the search criteria than fit in the window, replaces the current set of displayed records with the next set.

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Tools Menu This pull-down contains actions for the Banner imaging system, Xtender (not yet available), and Banner Workflow (not yet available).

Help Menu This pull-down menu contains various help tools. You can also access Online Help by clicking on

the Help icon in the Toolbar or the Help Center link on the main menu.

Online Help Displays online help for the current form.

Dynamic Help Query

Displays the Dynamic Help Form (GUAHELP) in query mode which is used to display help for a field, block, or form.

Dynamic Help Edit Displays the Dynamic Help Form (GUAHELP) in edit mode which is used to edit help for a field, block, or form.

Help (Items Properties)

Displays the Oracle item properties window for the current field.

Show Keys Displays the Keys list, which lists the functions and their equivalent keystrokes available for the current form, window, and field.

List Displays the List of Values (LOV) for the current field if List of Values appears in the status line.

Display Error If an Oracle error occurs, displays the code that is the error.

Display ID image If the cursor is in an ID field, displays the image associated with the ID, if available.

Calendar Displays the calendar

Calculator Displays the calculator

Extract Data with Key

Extracts Banner data for the current block, with key data, to a spreadsheet.

Extract Data no Key Extracts Banner data for the current block, without key data, to a spreadsheet.

Technical Support For use by IT Services only

Turn SQL Trace On For use by IT Services only

Turn SQL Trace Off For use by IT Services only

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Set Query Optimizer to All Rows

For use by IT Services only

Set Query Optimizer to First Rows

For use by IT Services only

Set Query Optimizer to Rules

For use by IT Services only

Reconnect to Database

Reconnects to the database

About Banner For use by IT Services only

Toolbars The toolbar contains icons that perform common functions. It is located directly under the menu bar. When the icon is dimmed, then it is disabled and cannot be clicked.

When you move your cursor over an icon and pause, a box is displayed with text that describes the function of the button.

Exercise 3: Click Show Keys to see short cuts for the main menu.

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The following icons are standard on the toolbar.

Icon Function

Save

Saves all the changes entered since the last time you saved.

Rollback

Application and inquiry forms: clears all information except the key information and returns you to the first enterable field in the key block.

Select

Called form: Returns you to the calling form and enters the selected value into the field that called the form.

List of Values (LOV): Returns you to the calling form and enters the highlighted value into the field that called the form. The OK button has the same effect.

Insert Record

Remove Record

Previous Record

Next Record

Moves the cursor to the first enterable field in the next record of the current block. If the cursor is in the last record, a new record is created.

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Icon Function

Previous Block

Next Block

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 into query mode so you can enter search criteria to see what information is already in the database.

Execute Query

In query mode, searches the database and displays all the records that match your search criteria.

Cancel Query

View/Send Message

Print

Xtender Solutions imaging - Display Document (future)

Xtender Solutions imaging - Add Document (future)

Workflow Submit (future)

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Icon Function

Workflow Release (future)

Broadcast Message

Fine grained access control security not enabled (ITS only)

Multi-institution not enabled (ITS only)

Online help

View Supplemental Data

Exit

DO NOT CLICK ON THE RED X IN YOUR BROWSER

See Appendix B for Keyboard Shortcuts.

Title Bar The title bar displays the following information:

• Form Description

• Form Name

• Release Number

• Database Name

• Current Date

• Last login - You can use this information to confirm that no one is making unauthorized use of your Banner user ID and password between your own logins

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Auto Hint 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.

Status Line The status line under the Auto Hint can contain one or more of the following:

Record n/n Number of the current record followed by the total number of records in the current block. If there are more records than fit in the window, the total appears as a question mark until you scroll to the last record in the block.

Enter Query Indicates the form is in query mode.

List of Values Indicates the field as a List of Values.

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Objects and Security Banner Oracle consists of objects. These objects are:

• Forms

• Reports

• Jobs

• Tables

Your access to these objects is controlled by the Banner security system. You can have:

• maintenance privileges (read/write)

• query ability (read only)

• or no access to an object

Your access rights are based upon your job function at the college. When your job responsibilities change, your security rights may also need to be changed.

Naming Conventions The unique seven- or eight- character names of Banner Objects - forms, reports, jobs, and tables - are assigned according to a set of conventions. Each name is built from the same four components:

System identifier - one or two-characters that identify the primary system owning the form, report, job, or table.

Module identifier - one character that identifies the module of the form, report, job, or table.

Object type code - one character that identifies the type of form, report, job, or table.

Unique identifier - four characters

Example of Banner Object Name

Item Name System Module Object Type Unique identifier

SPAIDEN S

Student

P

Person

A

Application Form

IDEN

Identification

See Appendix A for more details.

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What is a Form? A form is an online document where you can enter and look up information in the Banner system.

There are eight types of forms used in INB.

Main menu Use this form to navigate through Banner.

A - Application forms Use these forms to enter, update, and query information. This is the most common type of form.

V - Validation forms Use these forms to define the values that can be entered in specific fields on application forms. When you look up a code or select the List function, these values appear in the List of Values (LOV) window. The validation forms were completed by the implementation team.

R - Rule forms Use these forms to define the calculations and parameters that impact processing on other forms, reports, and jobs. These forms allow us to tailor Banner to our procedural requirements. The rule forms were completed by the Banner implementation team.

C - Control forms Use these forms to define the processing rules for application and validation forms at the system level. These were completed by the Banner implementation team.

Q - Query forms Use these forms to look up existing information. You must access these forms from another form. These forms often return information to the calling form. You cannot access them directly from the main menu, with Direct Access, or with Object Search.

I - Inquiry forms Use these forms to look up existing information. These forms often return information to the calling form. You can access them directly from the main menu, with Direct Access, or with Object Search

Wizard forms Use these forms to give step-by-step instructions for completing an application.

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Main Menu The main menu form is the starting point for navigating in Banner INB. The main menu displays the Banner products in a Windows-style hierarchical folder structure. You can use the menu structure to access a form, job, menu, or QuickFlow. You can also use Direct Access to go to a specific form if you know the form’s name.

To expand a folder, click on the item to highlight it and then press the Enter key. To collapse the menu, again click on the item to highlight it and then press the Enter key. You can also double click the name.

Exercise 4: In the main menu, double click on the menu items Banner, Student, General Person to find the form SPAIDEN.

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Links on Main Menu The main menu contains the following links:

• Help Center - Click on this link to access the online help subsystem which explains each object.

• Site Map - Click this link to open a separate window to list the top-level menus and one level below them.

• Menu - Click this link to refresh the menu tree

• Products- Click the down arrow to see the list of products. This list will match the main menu list

Direct Access You can go directly to an object if you know the name or a portion of the name. You can open Direct Access from the File menu on the menu bar. You can also use the F5 key to display a navigation window on top of your screen to enter the name of a form and then navigate to it. While in the Go To field, you can use the up and down arrow keys to scroll through the list of your recently accessed forms or type in the name. Click on Object Search down arrow.

Object Search If you only know a portion of the object name, you can open Object Search from the File menu on the menu bar. You type in the name, wild cards, and click on the Execute Query icon. Scroll to the desired name and double click or click the Start button.

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My Banner For the forms that you use mostly in your daily work, you can add these to My Banner for quick access.

Double click on GUAPMNU to build your personal menu. You can add to the list at anytime by repeating these steps.

Follow these steps:

• Select the type Oracle Forms module type.

• The list of available objects is displayed. Use the scroll bar to find the objects you want to add.

• Double click on the object so it turns blue.

• Use the button to insert the selected item.

• You can also type in the object name and tab to see the description. It should turn blue.

• When the list is complete, SAVE and then exit

You need to log out and back in to see your new list.

Exercise 5: Add SPAIDEN to My Banner.

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Forms Components All Banner forms are made up of three components:

• Blocks

• Fields

• Records

Blocks A block is a section of a form or window that contains related information. There are two types of blocks, a Key Block and an Information Block.

Key Block

• Where you start on a form

• Where you enter a unique code such as ID number, term code or document number

• Determines what is entered or displayed on the rest of the form

• All information on the form refers to the key block

Information Block

• Contains information related to what was entered in key block

• May be enclosed in a beveled box

• A line may separate each information block

key block

information blocks

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Navigating blocks

To navigate between blocks or tabs, you use the Next Block or Previous Block functions. These icons are located on the toolbar. You can also use the keystrokes indicated.

Next Block icon or Ctrl-Page Down

Previous Block icon or Ctrl-Page Up

Tabs Some forms have tabs to arrange information in a meaningful way and allow you to navigate easily between groups or blocks of information. The title on the tab helps identify the contents.

Option Window When you can right-click anywhere in a form (except within a field), the pop-up Option window appears. It contains different options related to the form.

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Fields Fields are labeled space within a block. You can enter, query, change and/or display specific information within a field. A field is sometimes called an item. There is usually more than one field on a form.

You may not be able to navigate to all fields within a form. On query-only forms, you may not be able to navigate to any of the fields.

State Description

Enabled Cursor is allowed in the field and the information is displayed in black text

Disabled Cursor is not allowed in the field and the information cannot be changed.

Enterable You can enter information in the field.

Display Only You cannot enter information in the field.

To navigate between fields (items), use the next and previous keystrokes

Function Keystroke

Next field Tab or Enter

Previous field Shift+Tab

or the item pull-down menu.

key block

field

record

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Records A record is a set of related fields. For example, a street, city, state, and Zip code form an address record.

If a block has multiple records, the records often appear in rows and columns. When you select a row, the entire record is highlighted to identify it as the current record.

You can navigate to a different record in one of three ways:

1. Using the Next record or Previous Record icons in the toolbar

Previous Record Next record

2. Use the record pull-down in the menu bar

3. Use the keys on the keyboard

Function Keystroke

Next record Down-arrow

Previous record Up-arrow

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Values Any data that is entered or displayed in a field is a value. A value can entered as follows:

Type Description Example

Free-Format You can type in the information that is required. This field is not controlled by a previously defined validation form

Street Address

List of Values (LOV) (Pull Down Lists)

This field has a drop down arrow inside the field with pre-defined values from a validation form. You can click the arrow to see the entire list. Double click the desired item. The selected value appears in the field.

State codes- CA, FL, etc.

Search Field You must click on the search icon which is located outside

the field to search

ID, Last Name, First Name, etc.

Refer to the Allan Hancock Data Standards Manual for acceptable data formats and characters to avoid.

Use of Wildcards When searching for an item in a database, you can use a wildcard. A wildcard is a special character that represents one or more other characters. The following wildcard characters can be used with any combination of letters in any order.

• % (percentage sign) represents any number of characters

• _ (underscore) represents one occurrence of a character (cannot be used in the Name field)

Example - To get these results Enter this criteria

All entries that contain ma %ma%

All entries that begin with ma ma%

All entries that end with ma %ma

All entries that have m as a second character _m%

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Buttons Buttons are small squares that contain an icon (picture). They represent one or more actions that can be performed for the associated field or record.

Search - displays another form or window where you can search for a value or information related to the field.

Calendar - displays a calendar so you can pick a date.

Data - indicates that data is available for the associated field

No Data - indicates that no data is available for the associated field

Summary - Displays summary information for the associated record

Details - Displays details for the associated record.

In Process - Indicates the process has started but not yet complete

Complete - Indicates the process is complete

Maintenance - updates information in the database

Copy - Copies the current record or records

Comments - Displays a window to enter freeform text for the associated record

Calculate - Performs a calculation on the data in the associated field.

Approve - Indicates the process is approved

Disapprove - Indicates the process is not approved

Generate ID - Generates a new ID

Exercise 6: Search for Roger Waite. Find his ID number and his address.

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Appendix A - Naming Conventions The unique seven- or eight- character names of Banner Objects - forms, reports, jobs, and tables - are assigned according to a set of conventions. Each name is built from the same four components:

System identifier - one or two-characters that identify the primary system owning the form, report, job, or table.

Module identifier - one character that identifies the module of the form, report, job, or table.

Object type code - one character that identifies the type of form, report, job, or table.

Unique identified - four characters

Table 1 - Banner System Identifiers

Identifier

(position 1)

System Description

A Banner Advancement

E Banner Document Management Suite (Xtender)

F Banner Finance (not used at AHC)

G Banner General

IC Banner Integration Components (?)

I Information Access (Kiosk)

MC Reserved for Mod Center

N Banner Position Control (not used at AHC)

P Banner HR/Payroll/Personnel (not used at AHC)

R Banner Financial Aid

S Banner Student

T Banner Accounts Receivable

VR Banner Voice Response (not used at AHC)

W Reserved for client applications that co-exist with Banner

XP Windstar International Tax Navigator Interface for Banner (not used at AHC)

Y Reserved for client applications that co-exist with Banner

Z Reserved for client applications that co-exist with Banner

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Table 2 - Module Identifier

System Identifier (position 1)

Module Code (position 2)

Module Description

All Systems Any

K Reserved by SGHE

V Reserved by SGHE

W Reserved for client forms or modules

Y Reserved for client forms or modules

Z Reserved for client forms or modules

Advancement A

A Membership

D Designation

E Event Management

F Campaign

G Pledge and Gift/Pledge Payment

L Label

M Prospect Management

O Organization

P Constituent/Person

S Solicitor Organization

T Validation form/table

U Utility

X Expected Matching Gift

Banner Doc Mgmt Suite (Xtender)

E

T Validation form/table

X BDMS

Banner Finance (not used at AHC)

F

Banner General G

E Event Management

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System Identifier (position 1)

Module Code (position 2)

Module Description

J Job Submission

L Letter Generation

O Overall

P Purge

S Security

T Validation form/table

U Utility

X Cross product

Information Access (Kiosk)

I

G General

R Financial Aid

S Student

Banner Integration Components

IC G General/Overall

Banner Position Control (not used at AHC)

N

Banner Human Resources (not used at AHC)

P

Banner Financial Aid R

B Budgeting

C Record Creation

E Electronic Data Exchange

F Funds Management

H History and Transcripts

J Student Employment

L Logging

N Need Analysis

O Common Functions

P Packing & Disbursements

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System Identifier (position 1)

Module Code (position 2)

Module Description

R Requirements Tracking

S Student System Shared Data

T Validation form/table

U Utility

Banner Student S

A Admissions

C Catalog

E Support Services

F Registration/Fee Assessment

G General Student

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

Banner Accounts Receivable

T

F Finance Accounts Receivable

G General Accounts Receivable

R Overall

S Student Accounts Receivable

T Validation form/table

U Utility

Banner Voice Response (not used at AHC)

VR

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System Identifier (position 1)

Module Code (position 2)

Module Description

Reserved for client applications that co-exist with Banner

W

Windstar International Tax Navigator Interface for Banner (not used at AHC)

XP

Reserved for client applications that co-exist with Banner

Y

Reserved for client applications that co-exist with Banner

Z

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Table 3 - Object Type Codes

System Identifier (position 1)

Object Type Code (position 3)

Object Description

Advancement A

A Application form

B Base table

C Called/list form

I Inquiry form

P Process/report

R Repeating rules table

T Temporary table

V Validation form

V View

Banner Doc Mgmt Suite (Xtender)

E

A Application form

V Validation form/table

Banner General G

A Application form

B Base table

B Batch COBOL process

I Inquiry form

O Online COBOL process

Q Query form

R Rule table/form

R Repeating table

R Report/process

T General maintenance

T Temporary table

V Validation form/table

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System Identifier (position 1)

Object Type Code (position 3)

Object Description

V View

Information Access (Kiosk)

I R Report/process

Banner Integration Components

IC R Report/process

Banner Position Control (not used at AHC)

N

Banner Human Resources (not used at AHC)

P

Banner Financial Aid R

A Application form

B Base table

I Inquiry form

P Process/report

R Rule table

R Repeating rules table

R Report

T Temporary table

V Validation form/table

V View

Banner Student S

A Application form

BI Base table

I Inquiry form

P Process

Q Query form

R Rule table

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System Identifier (position 1)

Object Type Code (position 3)

Object Description

R Repeating table

R Report/PROCESS

V Validation form/table

Banner Accounts Receivable

T

A Application form

I Inquiry form

P Process

Q Query form

R Report

V Validation form/table

Banner Voice Response (not used at AHC)

VR K Database package

Windstar International Tax Navigator Interface for Banner (not used at AHC)

XP P Report/process

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Appendix B - Keyboard Shortcuts

The following keyboard shortcuts work in most forms. Use the Show Keys function in the Help toolbar to see all the shortcuts for a particular

object.

Key Tab Esc F1 F2 F3 F4 F5 F6 F7 F8 F9 F10 F11 F12

Next Field

Cancel Help Duplicate Field/Item

Duplicate Record

Insert New record

Enter Query

Execute Query

List or Look Up

Save

Shift Previous Field

Display Error

Count Query Hits

Select Clear Record

Clear Block

Remove Record

Clear Form & Rollback

Print

Ctrl Show Keys

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Appendix C - Menu Bar

File Edit Options Block Item Record Query Tools Help

Direct Access Cut Varies by

form

Previous Previous Previous Enter Document Mgmt Online Help

Object Search Copy Next Next Next Execute Workflow Dynamic Help Query

QuickFlow Paste Clear Clear Scroll Up Last Criteria Dynamic Help Edit

Select Edit Duplicate Scroll Down Cancel Help (Item properties)

Rollback Clear Count Hits Show Keys

Save Remove Fetch Next Set List

Refresh Insert Display Error

Print Duplicate Display ID Image

Exit Lock Calendar

Exit QuickFlow Calculator

Exit Banner Extract Data with Key

Return to Menu Extract Data No Key

Preferences Technical Support

List of recently

accessed forms

About Banner