Banner General Navigation
Sessions: February 1st & 3rd
Today’s Objectives
To Navigate in Banner Naming Conventions To Understand Banner Forms To Interpret General Person
Information To Establish Your Password
VU Banner Implementation Overview
The project scope consists of:
Implementation of Sungard SCT’s Banner administrative software suite of applications (Student, Financial Aid, Finance, Human Resources Advancement and Alumni).
Implementation of Sungard SCT’s Luminis web portal software.
In a “vanilla” mode, with no programming modifications.
Non-disruptive to the VU community (students, faculty, staff & alumni).
Adjusting business processes to take advantage of new functionality, if feasible.
Banner Terminology
Two most commonly used terms:
FormsForms ““Screens” that display data taken from the one Screens” that display data taken from the one
record maintained in system. Conceptually, this record maintained in system. Conceptually, this is lays on top of the tables in the database.is lays on top of the tables in the database.
TablesTables Lists maintained in Banner and used to enter Lists maintained in Banner and used to enter
data. (Similar to a data element). Technically this data. (Similar to a data element). Technically this is where the data is stored in the database.is where the data is stored in the database.
See Glossary of Terms for additional termsSee Glossary of Terms for additional terms..
Logging On to Banner
Double click on the Banner Icon on your desktop. Under ‘Internet Native Banner (INB)’, Click on ‘Training
Database [TRNG]’ Type in trainxx and trainxx for your username and
password and press the ‘connect’ button.
Password Change Type GUAPSWD in the Direct Access field
and press <Enter>. Type your current password in the field
titled “Oracle Password.” Type your new password in the field titled
“New Oracle Password.” Then press <Tab> to type the new password again in the line below.
Logging Off
Close all forms first by clicking the Exit toolbar button. When all forms are closed, you will be at the Main Menu.
Click the Exit toolbar button again or use the function key Ctrl q, and you will see the following dialog box.
Click the Yes button. You will exit the browser. Close any INB-related windows.
Banner Form Naming Convention
Each form is identified by a 7 letter code The letter in each position identifies the form in more
detail Position 1
Identifies the primary system “owning” the form. Student=S, General=G, Finance=F, Financial Aid=R. HR/Payroll=HR or P
Position 2 Identifies the module “owning” the form.
i.e. A=Admissions, R=Recruitment, C=Catalog Position 3
Identifies the type of form. i.e. Application Form, Inquiry Form.
Positions 4, 5, 6, and 7 Uniquely identify the form itself. SPATELE –
telephone info
S - Identifies the first position and identifies the primary system (In this case, the Student System).
F - Identifies the module owning the form, report, job or table(In this case, Registration)
A - Identifies the type of form, report, job or table(In this case, Application form).
R E G S - Positions 4, 5, 6, and & identifies the form, report, job or table(In this case, Registration).
S F A R E G SExample:
Banner Form Types
There are 8 types of forms:
Categories Users Types
Set-Up Administrator and/or Staff
RuleValidationControl
Day-To-Day Staff InquiryApplicationQueryMaintenanceWizard
Banner Forms
Parent Child Relationship The relationship between types of forms is referred
to as the parent-child relationship If a parent form has been assigned to a child form,
the parent cannot be deleted without deleting the child form first
Relationship Forms
Parent Rule and Validation
Child Application and Query
Parts of a Banner Form
Tool Bar
The Tool Bar is a set of icons that represents shortcuts for performing common functions
Major Components to Banner Forms
Blocks Sections of information within a form. The key
block at the top of every form tells Banner what information to display everywhere else
Fields Labeled spaces/ blanks within a block where
you enter, edit and delete information Records
Logical unit of fields May be more than 1 record in a block
Major Areas of a Banner Form
Title Bar - Displays form description name, ID name, version number, and database name
Key block - Contains information that determines what is entered or displayed on the rest of the form
Search icon - Used to search for different information
Information block - Area to enter and view information
Other Areas of a Banner Form
Radio buttons - Can only select 1 option at a time
Pull-down list - Shows values or commands available in a form
Check boxes - Toggle enable/disable features and options
Fields - Areas where you can enter, query, change, and display information
Methods of Accessing Banner Forms
Main Menu – An overview of Banner arranged in a top to bottom level format: system, module, and form.
Direct Access – Access a form by its name. Object Search – Find a form, job or QuickFlow by
using part of its name. Options Menu – From within a form you can
access other forms, windows and blocks related to the current form, window and block.
Site Map – A display of Banner systems with corresponding modules (another view of the Main Menu)
Parts of Banner Main Menu
Menu Bar
Object Search
Auto Hint/Status Line
Product Links
Toolbar
Hierarchical Tree Menu Structure
Menu Bar
Components
The Menu Bar consists of several pull-down menus
Menu Bar
Pull Down Menus There are 9 pull-down menus on the menu bar,
each with a variety of selections A dimmed option on a pull down menu indicates
that is disabled
Menu Bar
File Menu The File Menu contains standard Banner and Oracle
functions
Menu Bar
Edit Menu The Edit Menu contains functions used to edit text
items
Menu Bar
Options MenuThe Options Menu
varies from form to form
Some options take you to other blocks and windows within the current form, other options take you outside the current form
Menu Bar
Block Menu The Block Menu enables you to move from one
block to another within a form
Menu Bar
Item Menu The Item Menu enables you to move from one field
to another The Item Menu enables you to clear and duplicate
data within a form “Item” is the Banner term that is used to refer to a
field
Menu Bar
Record Menu The Record Menu allows you to work with records
within a form
Menu Bar
Query Menu The Query Menu contains the functions used to
search for information in the database based on specific criteria
Menu Bar
Help Menu The Help Menu contains various help tools, the
image displayer, a calculator and a calendar
Menu Bar
Window Menu The Window Menu allows you to arrange the display of the
open windows in a form
Horizontal Toolbar
Like many other products, Banner has a toolbar of icons that allow you to perform basic functions
They are grouped by function:
* Save, Rollback (clear/ go back to the Keyblock to start again) and Select *
* Insert Record, Delete Record *
* Enter Query, Execute Query, Cancel Query (the Shredded Wheat icons) *
* Previous Record, Next Record, Previous Block, Next Block *
* And on the far right, the X for Close *
Direct Access Form
At any time, from any screen, use Direct Access to go straight to the form you want. (No need to return to the Main Banner Screen). Also available from the pull-down menu: File/ Direct Access.
Site Map Method
Searching – Using Wildcards
% (Percent sign) stands for multiple characters_ (Underscore) for stands for single characters
Ex: Use SA%DMS to look for SAAADMS if you cannot remember how it is spelled Ex: Use M%onald to search for
someone who might spell their name McDonald or Mac Donald etc. & whose first name might be Fred or Fredrick.
Customizing Banner – Quickflow
Action Benefit
Allows for access to a set of forms in a specific sequence
Enables a task to be accomplished both efficiently and completely
Enables you to customize your job tasks by identifying required forms
Processing forms occurs in the correct sequence
Customizing Banner – My Banner
The following forms are used to create, change and copy My Banner
Form Code Purpose
Personal Menu Maintenance
GUAPMNU Create and change your personal menu.
Personal menu Maintenance Menu and Copy
GUTPMNU Copy your personal menu to or from another user.
Help Features
Dynamic Help Dynamic Help is the traditional help for forms, blocks and
fields Dynamic Help is gradually being replaced by online help It is displayed on the Help Form (GUAHELP) It allows you to identify the help text you want to access
Help Features
Banner Bookshelf Banner Bookshelf is a tool for reading, searching
and printing SCT Banner documentation It accesses the following system documentation in
PDF format: User Manuals Release Guides Upgrade Guides Implementation Guides Technical Reference Manual (TFM) Object: Access Reporting Data Models
Access Banner Bookshelf from the toolbar or the menu bar
Help Features
Show Keys Provides a list of functions and associated keystrokes for
the current field or form Access show keys from the toolbar or menu bar
Help Features
Item Properties Item Properties provides a list of all properties in the
current field It can be accessed from the menu bar
The Auto Hint/ Status Lines Are Your Friend
Briefly describes the field where the cursor is located Error and processing messages!
Other General Navigation Resources
Banner Basics 101 SCT Documentation
Fundamentals & General Navigation System Education Workbook
Users Guide Chapter 2 CBT for Fundamentals & General
Navigation
Open Discussions (Q/A)…
We Will Survive Banner!!!