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Banner Staff Training Session

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Created: 10/13/2009 Revised: 10/01/2010 Moraine Park Technical College Viewing Student Records Document Inquiry Banner Staff Training Session
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Page 1: Banner Staff Training Session

Created: 10/13/2009 Revised: 10/01/2010

Moraine Park Technical College

Viewing Student Records

Document Inquiry

Banner Staff Training Session

Page 2: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 2

COMPETENCIES YOU WILL LEARN (form names noted in bold next to task XXXXXXX)

Viewing Student Record Document Images

Viewing all images attached to a student-SPAIDEN

38.14 Contract Registration-SFAREGS

Add/Drop Form-SPAIDEN

Admissions Acceptance Letter-SGASTDN

Admissions Application-SPAIDEN

Alien Registration Card-GOAINTL

Archive Record (pre-Banner Xtender go live)- SPAIDEN

Audit Course Intent Form- SPAIDEN

Authorization to Release Information- SGASTDN

College Transcripts-SOAPCOL, SHATRNS

Course Repeat Form- Under feature to view all images for a student-SPAIDEN

Course Substitution-SMASADJ

Credit for Prior Learning- SPAIDEN

Current Visa- SPAIDEN

Death Notice-SPAIDEN

Enrollment Verification- Is not yet used to develop later.

Final Grade Appeal- Under feature to view all images for a student-

SPAIDEN

Final High School Transcript- SOAHSCH

Grade Change- SHACRSE

Graduation Application-SPAIDEN

High School Transcript- SPAIDEN

Proof of Citizenship-SPAIDEN

SSN-SPAIDEN

Student Record Change- SPAIDEN

Test Scores Information-SOATEST

Transcript Request Form-SHARQTS

Under 16 Permission Form- SPAIDEN

Withhold FERPA Information Form- SPAIDEN

Page 3: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 3

Access to WebXtender VIA Banner 1) Log into myMPTC

2) Select Employee tab

3) Goto employee tools

4) Select Banner INB

Page 4: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 4

Log into SPAIDEN

Page 5: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

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All Student Documents can be found under SPAIDEN 1) SPAIDEN 2) Enter Student ID# 3) Cursor in student ID Block 4) Do Not next Block 5) Click on Xtender Icon

Page 6: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 6

All documents attached to student history will be displayed, 1) Choose Document 2) DBL Left Click to view a specific document

Page 7: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 7

Banner Xtender Web Access will open up and the image will display. You can view the index by clicking the index icon this will allow you to view the details re: how the document was indexed.

Import a copy of a view of LYNN’s Screen here

Talk about other buttons and features available

In

The First Tool Bar

File – Previous Document, Next Document, Logout

View – Applications, New Query, Query Results

Document –

Page –

Help –

The Second Tool Bar

Logout

Application List – BS- Admin

New Query

Query Results

Page Down in Query Result List

Page Up In Query Result List

View Document Index

The Third Tool Bar

Page Back

Page Forward

Rotate Left

Rotate Right

Do not use this tool bar while in Xtender

Page 8: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 8

After clicking the index icon you will see this view. Document name is noted in this field. This will assist you in verifying the student information.

When Viewing Student Index

Verify

Name

SSN

DOB

If the document is indexed incorrectly please contact Dawn Rehrauer via Email with Student N00# and

Document type in question. [email protected]

Page 9: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 9

To correctly log out of WebXtender

1) Use the Gold Key in the upper Left hand Corner 2) Question “Are you sure you want to logout of ApplicationXtender Web Access. NET?” 3) Click OK 4) Documentum ApplicationXtender Login Screen 5) Click Cancel 6) This will return you to you previous Banner Screen.

This message will come up every time you log out of Web Xtender. You can answer it with okay and it will take you to the next question.

Correctly logging out of Web Xtender is very IMPORTANT.

Always use the GOLD KEY located in the upper left hand corner

Page 10: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 10

This message will come up every time you log out of Web Xtender . You can answer it with cancel and it will take you back to your last Banner Screen.

Page 11: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 11

SFAREGS-38.14 Contract Registration

SFAREGS – 38.14

1) Goto SFAREGS 2) Enter Student ID# 3) Cursor remains in ID Block 4) Click Banner Xtender Soluntions Icon

Page 12: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 12

SGASTDN-Admissions Acceptance Letter

SGASTDN – Admission Acceptance Letter

1) Goto SGASTDN 2) Enter Student ID# 3) Next Block twice 4) Tab to Program Field 5) Click Banner Xtender Soluntions Icon

Page 13: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 13

GOAINTL-Alien Reg Card-

GOAINTL – Alien Registration Card – ID

1) Goto GOAINTL 2) Enter Student ID# 3) Next Block 4) Select Passport Tab 5) Tab down to Alien Registration Number field 6) Click Banner Xtender Soluntions Icon

Page 14: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 14

SPAIDEN-Archive Record-ID

SPAIDEN – Archive Record

1) Goto SPAIDEN 2) Enter Student ID# 3) Next Block 4) Cursor is in Current Identification ID Field 5) Click Banner Xtender Soluntions Icon

Page 15: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 15

SGASTDN-Authorization Release-ID

SGASTDN – Authorization Release - ID

1) Goto SGASTDN 2) Enter Student ID# 3) Next Block 4) Cursor in Student Status Mode Field 5) Click Banner Xtender Soluntions Icon

Page 16: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 16

SGASTDN - Authorization Release-ID,

SGASTDN – Authorization Release - ID

1) Goto SGASTDN 2) Enter Student ID# 3) Next Block 4) Cursor in New Term Field 5) Click Banner Xtender Soluntions Icon

Page 17: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 17

SOAPCOL - College Transcript-ID

SOAPCOL– College Transcript - ID

1) Goto SOAPCOL 2) Enter Student ID# 3) Click Banner Xtender Soluntions Icon

Page 18: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 18

SHATRNS- College Transcript - ID

SHATRNS – College Transcripts

1) Goto SHATRNS 2) Enter Student ID# 3) Click Banner Xtender Soluntions Icon

Page 19: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 19

SMASADJ-Course Substitution-ID .

SMASADJ – Course Substitution - ID

1) Goto SMASADJ 2) Enter Student ID# 3) Click Banner Xtender Soluntions Icon

Page 20: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 20

SPAIDEN-Death Notice

SPAIDEN – Death Notice - ID

1) Goto SPAIDEN 2) Enter Student ID# 3) Next Block 4) Biographical Tab 5) Cursor in Decease Field 6) Click Banner Xtender Soluntions Icon

Page 21: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 21

SOAHSCH-Final High School Trans-ID

SOAHSCH – Final High School Transcript - ID

1) Goto SOAHSCH 2) Enter Student ID# 3) Next Block 4) Cursor in Admission Request Field (HSTF) 5) Click Banner Xtender Soluntions Icon

Page 22: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 22

SHACRSE-Grade Change-ID

SHACRSE –Grade Change - ID

1) Goto SHACRSE 2) Enter Student ID# 3) Click Banner Xtender Soluntions Icon

Page 23: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 23

SOAHSCH-High School Trans

SOAHSCH – High School Transcript - ID

1) Goto SOAHSCH 2) Enter Student ID# 3) Next Block 4) Cursor in Admission Request Field 5) Click Banner Xtender Soluntions Icon

Page 24: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 24

SPAIDEN-SSN Card

SPAIDEN– SS Card - ID

1) Goto SPAIDEN 2) Enter Student ID# 3) Next Block 4) Biographical Tab 5) Cursor in SSN Field 6) Click Banner Xtender Soluntions Icon

Page 25: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 25

SPAIDEN-Student Record Change ID

SPAIDEN – Studen Record Change - ID

1) Goto SPAIDEN 2) Enter Student ID# 3) Next Block 4) Alternate Identifcation Tab 5) Cursor in Name Type Field 6) Click Banner Xtender Soluntions Icon

Page 26: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 26

SOATEST- Test Score Information- ID.

SOATEST – Test Score Infomation- ID

1) Goto SOATEST 2) Enter Student ID# 3) Next Block 4) Cursor Test Code Field (can Leave blank) 5) Click Banner Xtender Soluntions Icon

Page 27: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 27

SHARQTS-Transcript Request Form-ID

SHARQTS – Transcript Request Form - ID

1) Goto SHARQTS 2) Enter Student ID# 3) Click Banner Xtender Soluntions Icon

Page 28: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 28

SPAIDEN-Under 16 Permission-ID

SPAIDEN – Under 16 Permission - ID

1) Goto SPAIDEN 2) Enter Student ID# 3) Next Block 4) Biographical Tab 5) Cursor in Birth Date Field 6) Click Banner Xtender Soluntions Icon

Page 29: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 29

SPAIDEN-Withhold Info FERPA-ID

SPAIDEN – Death Notice - ID

1) Goto SPAIDEN 2) Enter Student ID# 3) Next Block 4) Biographical Tab 5) Cursor in Confidential Field 6) Click Banner Xtender Soluntions Icon

Page 30: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 30

Document Image InquiryTraining Assessment

What is the proper proceedure for logging out of Web Xtender?

Look up 1 document in each area in SPAIDEN Write down the color dot you see in the upper left hand corner.

Student N00# - Name 38.14 FORMS -SPAIDEN TERM COLOR DOT

N00063402 KRAUSE,DAVID 201110 N00173450 KRAUS,TED 201110 N00204314 FREIBERG,CRAIG 201030 ADD\DROP FORMS - SPAIDEN TERM COLOR DOT

N00360362 KING, MATTHEW 201020 N00360686 SMITH, PAIGE 201030 N00360655 FREIBERG,KAELYN 201030 ADMISSION ACCEPTANCE LETTER - SPAIDEN TERM COLOR DOT

N00095497 SWEET,MELISSA 201030 N00076227 SURWILLO,BARBARA 200830 ADMISSION APPLICATION - SPAIDEN TERM COLOR DOT

N00095497 SWEET,MELISSA 201030 N00276919 SUDBRINK,JANE 201030 COLLEGE TRANSCRIPT - SPAIDEN TERM COLOR DOT

N00274698 BROWN,MAUREEN 201110 N00262769 BECK,AMANDA 201010 GRADUATION APPLICATION-SPAIDEN TERM COLOR DOT

N00035200 DITTNER,KYLE 201030 N00157885 DOVIN STEPHANIE 201030 HIGH SCHOOL TRANSCRIPT -SPAIDEN TERM COLOR DOT

N00017637 HRUSKA,AMANDA 201030 STUDENT RECORD CHANGE - SPAIDEN TERM COLOR DOT

N00229129 FETTIG,BRENDA 200620 N00024598 DAVISON, DESSIE 200920

Employee Name: __________________________________ Class Date _____________________________ Return this Page to Lane Holte within 5 working days to get credit for this class.

Page 31: Banner Staff Training Session

MPTC Viewing Student Records Document Imaging 2010

Page 31

Sample test for additional screens.

You do not need to turn this page in.

Student N00# - Name 38.14 FORMS - SFAREGS TERM COLOR DOT

N00063402 KRAUSE,DAVID 201110 N00173450 KRAUS,TED 201110 N00204314 FREIBERG,CRAIG 201030 ADD\DROP FORMS - SPAIDEN TERM COLOR DOT

N00360362 KING, MATTHEW 201020 N00360686 SMITH, PAIGE 201030 N00360655 FREIBERG,KAELYN 201030 ADMISSION ACCEPTANCE LETTER - SGASTDN TERM COLOR DOT

N00095497 SWEET,MELISSA 201030 N00076227 SURWILLO,BARBARA 200830 ADMISSION APPLICATION - SPAIDEN TERM COLOR DOT

N00095497 SWEET,MELISSA 201030 N00276919 SUDBRINK,JANE 201030 COLLEGE TRANSCRIPT - SOAPCOL/SHATRNS TERM COLOR DOT

N00274698 BROWN,MAUREEN 201110 N00262769 BECK,AMANDA 201010 GRADUATION APPLICATION TERM COLOR DOT

N00035200 DITTNER,KYLE 201030 N00157885 DOVIN STEPHANIE 201030 HIGH SCHOOL TRANSCRIPT TERM COLOR DOT

N00017637 HRUSKA,AMANDA 201030 STUDENT RECORD CHANGE - SPAIDEN TERM COLOR DOT

N00229129 FETTIG,BRENDA 200620 N00024598 DAVISON, DESSIE 200920


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