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f Audio will only be available for the instructor. If you are experiencing audio problems, please check the sound settings on your computer and/or log out and back into Wimba.
Questions may be entered in the ‘text chat Questions may be entered in the ‘text chat window’ at any time during the session.
Welcome and Introductions The Team
h What is Banner? Overview of Banner Baseline
ll GeorgiaBEST Program Illustration GeorgiaBEST Program Services Resources
Breakout Sessions Georgia Enhancements for Accounts Receivable Georgia Enhancements for Financial Aid Georgia Enhancements for Records and Admissions
B i Banner is…. A Student Information System A product of Ellucian (formerly SunGard Higher A product of Ellucian (formerly SunGard Higher Education)
Consists of various modules ITS supports ITS supports:▪ Accounts Receivable▪ Business Office▪ Bursar’s Office▪ Bursar s Office
▪ Financial Aid▪ Financial Aid Office▪ Student loans and scholarshipsStudent loans and scholarships
ITS supports (con’t)▪ Student:▪ Admissions office▪ Admissions office▪ Registrar’s office▪ Housing▪ Residency▪ Graduation
▪ Self‐Service:Self Service:▪ Self‐Service for students, faculty, staff and advisors
f ff Impact of Changes on Other Offices Everything that is done in Banner potentially impacts all other offices at an institution. Admitting and registering the student for courses will impact both the financial aid and business will impact both the financial aid and business office at your institution.
f ff Impact of Changes on Other Offices Avoiding Pitfalls▪ Consult other offices regarding major changes to business process.
▪ Data entered by one office may be needed by another ▪ Data entered by one office may be needed by another office to complete processing▪ Examples: Academic data may impact financial aid eligibility Student accounts information may need coordination with financial aid to process payment and refund information
Naming Conventions Banner has a standard naming convention for forms and processes. Each letter of the seven character acronym has a specific meaning based on the module type and descriptive nameon the module, type and descriptive name.
SPAPERSPrimary System owning the form:
Student
Naming Conventions Primary Systems:
Used ONLY for ITS Used for institutional enhancements NOT supported by ITS
Used ONLY for ITS supported Georgia Enhancements
SPAPERSPrimary Module owning the form:
Person
Naming Conventions Modules within system:
SPAPERSForm Type: Application
N i C i Naming Conventions Form Types by Module:
SPAPERSUnique Form Identifier: Person Information
Validation Rules Forms/Processes Validation, rules, maintenance and control forms all work in Banner to get processes and jobs completed successfully.M d j b l Many processes and jobs cannot run correctly without the proper forms set up behind them.
Validation Rules Forms/Processes Form Types▪ Set up forms▪ Should be completed before using day to day forms▪ Normally restricted to a few users to maintainNormally restricted to a few users to maintain
▪ Day to day forms▪ Used to access information produced from processing data or from data entered on set up forms
Validation Rules Forms/Processes Form Types
Validation Rules Forms/Processes Rules forms▪ Use to define calculations and parameters that impact other forms, reports and jobs
▪ Must be built before using Banner▪ Must be built before using Banner▪ Examples▪ Fund Management (RFRMGMT)g▪ Curriculum Activity Status Rules (SORCACT)▪ General Message (GURMESG)
V lid i R l F /P Validation Rules Forms/Processes Validation forms
U t d fi l th t t d ifi fi ld ▪ Use to define values that are entered on specific fields on application, validation, or rule forms
▪ Defines a field’s List of Values (LOV)▪ The LOV Field on a form indicates that the value for the field must come from a validation form
▪ Examples:▪ Examples:▪ Term Code Validation (STVTERM)▪ Budget Group Validation (RTVBGRP)▪ Crosswalk▪ Crosswalk
Validation Rules Forms/Processes Control forms▪ Use to define system level processing rules for application and validation forms
▪ Additional security requirements▪ Additional security requirements▪ Examples:▪ Installation Controls (GUAINST)▪ Institution Financial Aid Options (ROAINST)▪ Faculty/Advisor Information (SIAINST)
Validation Rules Forms/Processes Inquiry forms▪ Use to look up existing information▪ Access from main menu, other forms, or Direct AccessE l▪ Examples:▪ Account Detail Review Inquiry (RSIAREV)▪ Application of Payment Review (TSIAPPL)pp y▪ Student Withdrawal Inquiry (SFIWDRL)
Validation Rules Forms/Processes Application forms▪ Use to enter, update and query information▪ Most common type of formE l▪ Examples:▪ XXXX – XXXX Need Analysis (RNANAxx)▪ Admissions Application (SAAADMS)pp▪ Billing Mass Data Entry (TSAMASS)
Validation Rules Forms/Processes Query forms▪ Use to look up existing information▪ Examples:
E ll t St t Q (SFQESTS)▪ Enrollment Status Query (SFQESTS)▪ Contract Authorization Query (TSQCONT)▪ Letter Display (GUQLETR)
Validation Rules Forms/Processes Maintenance forms▪ Use to reflect changes that will effect information in Banner
▪ Examples:▪ Examples:▪ Job Submission (GJAPCTL)▪ Financial Aid Record Maintenance (ROARMAN)▪ Term Course Maintenance (SHAINST)
Validation Rules Forms/Processes Relationships between forms are commonly known as the parent‐child relationship If information on a parent form has been assigned
hild f h i f i b to a child form, the parent information cannot be deleted without deleting the child first
Validation Rules Forms/Processes Data on many forms are not accessible without first establishing validation records Examples:▪ Create a new Fund Code in RFRBASE▪ Fund Source field must be entered▪ Fund Source validated against RTVFSRC▪ Fund Source validated against RTVFSRC▪ Cannot insert a new record into RTVFSRC from RFRBASE▪ Fund Source code must already exist
Validation Rules Forms/Processes
Navigation There are multiple ways to access Banner forms:▪ Menu Navigation▪ Direct AccessSi M▪ Site Map
▪ QuickFlows▪ Object Search▪ Object Search▪ My Banner▪ Options Menup
Navigation The Main Menu (GUAGMNU) is a menu tree of Banner forms, menus, etc. in a logical order Access menus and forms by clicking on folders
Navigation Menus
Di A Direct Access Enter the name of the form (ROASTAT, SPAPERS, SOATERM etc ) in the Go To field of the Main SOATERM, etc.) in the Go To field of the Main Menu
Site Map Provides a general overview of the Banner menus
Quick Flow Enables the user to access a sequence of forms that may be built by specific job tasks.
Object Search Enables the user to search for a form without knowing the full name Example: all Financial Aid forms begin with the l ‘R’letter ‘R’ Access GUIOBJS Use this letter and the wildcard ‘%’ to search for forms that begin with ‘R’
Object Search
Object Search Choose Query>Execute to begin search Then click on name to access object
My Banner Personal menu connected to an individual’s Banner IDID Create menu items in MyBanneritems in MyBannerMaintenance (GUAPMNU)( )
O i M Options Menu Options menu from each from connects to other formsforms▪ First form from SOATERM▪ Second form from TSAAREV
Key Block
Iconic Tool Bar MenuBar
Fields
Key Block
Hint Text
Form Navigation All Banner forms contain a menu bar The menu bar is simply another method of navigation in Banner If a selection on the menu is dimmed, this means it is disabled
Form Navigation Banner also contains toolbars that perform functions
Navigation How to Query Data▪ Use the query function to access information already stored in the database
▪ Go to the form you want to query▪ Go to the form you want to query▪ Click on Enter Query to access query mode▪ Enter query criteriaEnter query criteria▪ Use Wildcards (% and _) to search when you only have part of the data you need
Wild cards Use wild cards to search for information when you are unsure of the entire name or code % represents any number of characters and _
i l f hrepresents a single occurrence of a character
Query using Wild Cards Search for a last name begins ith ‘M ’with ‘Ma’
Execute query and retrieve last and retrieve last name ‘Mac’
Query using Wild Query using Wild Cards Search for a fund code
h k th t where you know that ‘HOP’ is included in the name and there is only one leading only one leading character before ‘HOP’
The represents a The _ represents a single occurrence of the character and % represents any p ynumber of characters
GeorgiaBEST Program Illustration This short video is an illustration of how Banner is an integrated system both within the Banner Student Information System itself and the other supported products in the GeorgiaBEST programsupported products in the GeorgiaBEST program.
Appflow.exe
Primary responsibility is Production Support Average number of tickets per week: approx. 25 ‐50 Requests range from upgrade assistance to
bl i fproblems running software
l Service Level Agreement “Our commitment to you!”
d h Priority1 (Urgent): Production Down: 1 hour to respond, continuous work until resolved
Priority2 (High): Production Critical: 2 hours to Priority2 (High): Production Critical: 2 hours to respond, 2 business days to resolve
Priority3 (Medium): Standard, Production Normal: 4 Priority3 (Medium): Standard, Production Normal: 4 hours to respond, 5 business days to resolve
Priority4 (Low): Standard, General Questions: 4 business days to respond, 20 business days to resolve
Escalations? Contact Karen Nunn▪ Email: [email protected]▪ Phone: 706‐583‐2060
l d Contact Beverly Norwood▪ Email: [email protected] 6 8 6▪ Phone: 706‐583‐2116
M j ibili i f l Major responsibility is software release managementCh R i Change Review Focus Groups Design Specifications Design Specifications Development Testing and certification Testing and certification Documentation DistributionDistribution
Release Management Ellucian releases major point updates to the Student software twice a year Financial Aid regulatory releases three to four
i times a year Patches are released daily by Ellucian (SGHE) ITS accumulates a month’s worth of patches and releases in bulk to aid campus software administrationadministration
Ch R i P Change Review Process Process in which users can suggest enhancements and modification to our processesand modification to our processes Opportunity for users to contribute suggestions for development of new processesfor development of new processes Step toward improvement of our services to the customer Details regarding this process and future enhancements are listed on our site at http://www usg edu/georgia besthttp://www.usg.edu/georgia_best
UDC Academy Offers Computer Based Training (CBTs) Banner Baseline functionality▪ http://udca.sungardhe.com/cp/home/loginfU d d i d t ▪ User name and access code required to access
▪ Contact ITS Customer Services for account creation
UDC Academy
UDC Academy Banner 8.x available CBTs▪ Banner 8 Fundamentals CBT▪ Banner 8 Workflow OverviewFi i l Aid S O i▪ Financial Aid System Overview
▪ Population Selection for Banner Financial Aid 8▪ Banner 8 Student System Overview▪ Banner 8 Student System Overview▪ Population Selection for Banner Student 8▪ Admissions Processing using Banner Student 8g g
User Documentation Baseline▪ Documentation Bookshelf distributed to all institutions▪ Provides information regarding the baseline product functionalityfunctionality
▪ Distributed quarterly by Ellucian (SGHE)
U D i User Documentation Baseline
User Documentation Baseline
User Documentation Georgia Enhancements▪ Procedural▪ Includes step by step instructions for the user to successfully set up and execute functionalityp y
▪ Provided quarterly for all enhancements and new functionality included in Georgia Enhancements lreleases
User Documentation Georgia Enhancements
User Documentation Georgia Enhancements
User Documentation Georgia Enhancements Workbooks▪ Descriptive summary with step by step instructions for the set up and use of new functionality or significant enhancementsenhancements
User Documentation Georgia Enhancements Workbooks
Web Sites SunGard (Ellucian) Customer Support Center▪ http://connect.sungardhe.com/customer_support▪ Includes the following:
R t f P d t E h t (RPE )▪ Request for Product Enhancements (RPEs)▪ Defects▪ Frequently Asked Questions (FAQs)▪ Service Requests▪ Documentation Downloads
W b Si Web Sites SunGard (Ellucian) Customer Support Center
W b Si Web Sites SunGard (Ellucian) Customer Support Center
Web Sites SunGard (Ellucian) Customer Support Center
Web Sites GeorgiaBEST Production Support▪ http://www.usg.edu/georgia_best/▪ Release Information▪ User DocumentationUser Documentation▪ Workshop materials▪ Test Plans
kb k▪ Workbooks▪ Business Practices▪ Product Calendar▪ Events Calendar
W b Si Web Sites GeorgiaBEST Production Support
Web Sites GeorgiaBEST Production Support
SunGard HE (Ellucian) Commons The Commons is home to over 60 online communities where you can share experiences, ask question, find answers, and connect to a collaborative and informed network of SunGard collaborative and informed network of SunGard HE (Ellucian) customers and employees. If you have not yet joined the Commons you can If you have not yet joined the Commons, you can register:
http://www.edu1world.org/submitform/SunGardHECommonsInvitation/
SunGard HE (Ellucian) Commons
ListServs ListServs USG Listservs
▪ Banner DBAs (BANNERDBA‐[email protected])▪ Banner Project Functional Leaders (BPRJFUNCT‐[email protected])j ( @ g )▪ Banner Project Technical Leaders (BPRJTECH‐[email protected])▪ CAPP ([email protected])▪ Financial Aid Directors (FINAID‐[email protected])▪ Oracle Information (ORA‐INFO@listserv uga edu)Oracle Information (ORA [email protected])▪ RACRA ([email protected])▪ RACAR ([email protected])▪ RACSFA ([email protected])▪ Student Health Insurance Program (SHIP) (USGSHIP@listserv uga edu)▪ Student Health Insurance Program (SHIP) ([email protected])▪ TouchNet (USGTOUCHNET‐[email protected])▪ USG XML Transcript Exchange (USGXML‐[email protected])▪ GeorgiaONmyLINE (USG‐FRANCHISE‐[email protected])
A i (USGAXIOM L@li d )▪ Axiom (USGAXIOM‐[email protected])
Li tS ListServs USG Listservs▪ To subscribe to a listserv, send an e‐mail to the following , gaddress: [email protected]
▪ You do not need to include a subject line in the email. In the text area of the email include only the following: subscribe<listservname><fullname>subscribe<listservname><fullname>
▪ For example: subscribe RACRAJohn DoeOR▪ Go to the following URL: http://listserv.uga.edu/▪ Select “Browse,Subscribe,Post,Search…”▪ In the List Name box, type the listserv name (i.e. GABEST‐L)
d f ll h l i i iand follow the resulting instructions.
f GeorgiaBESTCommunity of Practice (C.O.P.) GeorgiaBEST GerogiaBESTAccounts Receivable GeorgiaBEST DegreeWorks GeorgiaBEST Financial Aid GeorgiaBEST Hosted Institutionsg GeorgiaBEST Student
Wimba Sessions ITS utilizes Wimba’s Live Classroom to offer Release Review, eTraining, and UPICKIT sessions to provide users with an enhanced level of customer service provided by the GeorgiaBESTcustomer service provided by the GeorgiaBESTProduction Support Team.
Wimba Sessions Release Review▪ Provides an overview of the Georgia Enhancements that are being released for production use by ITS
▪ Sessions archived for those not able to attend▪ Sessions archived for those not able to attend▪ No registration or registration fee required▪ Notices posted to listservs with date and time Notices posted to listservs with date and time information prior to each session
b Wimba Sessions eTraining
h d l d h h d f h▪ Scheduled each month to provide a training session for each module: Student, Accounts Receivable, and Financial Aid
▪ Based on requests by customersq y▪ Sessions are archived for future viewing▪ No registration or registration fee requiredAddi i l i i i f i b f d h ▪ Additional training information can be found on the GeorgiaBEST Production Support web site on the Training and Events calendar▪ http://www.usg.edu/georgia_best/training/
Wimba Sessions UPICKIT▪ Allows institutional users to select a date and topic to discuss with the GeorgiaBEST Production Support Team
▪ Can be used for functional training or support▪ Can be used for functional training or support▪ Scheduled every two weeks for 1 hour▪ Requires registration at Requires registration at http://www.ciclt.net/sn/events/e_signup.aspx?ClientCode=bor&E_ID=500173&RegType=ATT
f Proprietary Information All user documentation, release notes, release announcements, test plans, workbooks, and training materials such as CBT’s may be downloaded by an institution for internal use only downloaded by an institution for internal use only. This documentation must be stored in a secure environment that is password protected to avoid environment that is password protected to avoid public access to information deemed private and confidential by the vendor(s).
Banner Project Leaders Functional Technical
http://www.usg.edu/georgia_best/functional_leaders/
htt // d / i b t/t h i l l d /http://www.usg.edu/georgia_best/technical_leaders/
Share valuable presentation resources with your peers Share valuable presentation resources with your peers related to the GeorgiaBEST suite of products through the GeorgiaBESTCommunity.T dd t ti t th L i Lib To add a presentation to the Learning Library: Log in to the GeorgiaBESTCommunity In the top navigation bar, click Documents Under Folders, click GeorgiaBEST Learning Library Click Add File to add a new presentation
If you have not yet signed up for the GeorgiaBESTyou a e ot yet s g ed up o t eGeo g a SC.O.P., you can send any presentation you want to submit to the Learning Library to [email protected]. [email protected].
T t d t i ti d ti To create a new or update an existing production down, business interrupting (emergency) support request call the ITS Helpdesk support request, call the ITS Helpdesk immediately 706‐583‐20017 5 3 1‐888‐875‐3697 (toll free in Georgia)
For anything else, contact the ITS Helpdesk at Http://www.usg.edu/customer_services (self‐service support request) or
E‐mail at helpdesk@usg eduE mail at [email protected]
Georgia Enhancements Overview Student▪ 11:00 – 12:00
Financial Aid▪ 1:30 – 2:30
Accounts Receivable▪ 2:30 – 4:00
