Banner User Manual 2013-2014
Contents
1. BANNER USER MANUAL ENTERING AND VERIFYING FACULTY INFORMATION Table of Contents INTRODUCTION c 3 THE ROLE OF THE BANNER COORDINATOR eene nennen rennen rennen nennen nnne 3 LOGGING ON IO BANNER sasinen theatra rte reta ra rele eae Ea 4 STEP 1 SPAIDEN General Person Information Form 6 STEP 2 SIAFPER Faculty Personnel Form nene rennen nennen nennen 10 STEP 3 SIAINST Faculty Advisor Information 11 STEP 4 SIAFDEG Faculty Degree Information 16 STEP 5 SIAASGN Faculty Assignment Form 21 Exiting Banner ET 23 INTRODUCTION The purpose of this User Manual is to assist you in entering and verifying your faculty s information in BANNER UTSA takes information from BANNER and places it into Digital Measures the faculty information data base It relies solely on BANNER for its information To make sure that the information in Digital Measures can be relied on it is critical that you enter information into BANNER accurately completely and in a timely manner Digital Measures is used by your department chair dean and the Provost to review the credentials and accomplishments of their faculty members It is also used by the University to provide a wide variety of reports to the federal government the Texas Legislature the Texas Higher Education Coordinating Board The University of Texas System2. Admission HS College Source None Code Province Request Code u 4 EEUU C c Enter a query press F8 to execute Ctrl to cancel Record 1 1 Ente Qu e Click on College e Tab to the Code field and enter 999 e Click on Execute Query on the BANNER toolbar or F8 on your keyboard Use the scroll bar on the right to scroll through the choices If the country you are searching for is not listed use code 99998 Unknown e Click on the code to enter the information e The name of the country will appear in the Prior College field check for accuracy e Click Save on the BANNER toolbar or F10 on your keyboard NOTE Foreign University Codes include but are not limited to 9o 96 e Indian 999530 e Scotland amp Wales Scotch 999690 e Japan Japanese 999565 e Spain Spanish 999695 e China Chinese 999450 e Germany German 999500 e England British 999490 NOTE The Faculty Qualification Form that you input in Digital Measures for accreditation certification should have IDENTICAL information to that you have entered in SIAFDEG Faculty can make changes to this information on their official UTSA vita such as adding more details or spelling out abbreviations in the Digital Measures Vita Module under the Education category However drop down menus supplied by BANN
3. 8 To Term 999999 Home College Department Percentage a Liberal and Fine Arts HIST History 100 Contract Type Code press LIST for valid codes Record 1 1 When updating the Faculty Contract block you must e Make sure that the From Term matches the current term at the top of the screen To update the term select Record from the Banner toolbar A dropdown menu will appear Select Duplicate from the dropdown menu The terms should now match e Click on the dropdown arrow by Type and select either Semester or Year from the dropdown options It should be Year for T TT faculty and Semester for NTT faculty members Consult with your department chair if you are unsure e Click on the dropdown arrow by Rule and select the correct Rule from the dropdown options based on the faculty member s tenure status Non Tenured Tract Faculty Tenured Tenured Tract Faculty or Tenured Tenured Tract PT Faculty e Place a check mark in the box by Default Indicator Note Only one contract type must be checked as the default If a faculty member has multiple contracts 1 e appointments you can enter them here but make sure the primary contract only is checked as the default 13 Once you have completed this block click Save on the BANNER toolbar or F10 on your keyboard Click the Next Block button on the BANNER toolbar or Ctrl Page Down on your keyboard to move to the Faculty College and D
4. Please verify that all information is correct in SPAIDEN by clicking on each tab shown in the screen below The tabs are Current Identification Alternate Identification Address Telephone Biographical E mail Emergency Contact Additional Identification Oracle Developer Forms Runtime Web gt SPAIDEN Q File Edit Options Block Item uery Tools Help Ej Aaa ae d lt General Person Identification SPAIDEN Generate ID 2 Current Identification tification Address Telephone Biographical E mail Emergency Contact Additional Identification ID Name Type v Person ID and Name Source Last Name Last Update First Name Middle Name User Prefix Activity Date Suffix Origin Preferred First Name Diploma Name Original Creation Non Person User Name Create Date If required information is blank in SPAIDEN check HRMS and make corrections there If any information is incorrect in SPAIDEN update HRMS then email Ci Gee Ginnifer Gee 9 UTSA edu in the Office of the Registrar regarding the SPAIDEN record To exit this form click the X on the BANNER toolbar see purple arrow above or Ctrl Q on your keyboard You will now be back at the To box of the General Menu Form 9 Step 2 SIAFPER Faculty Personnel Form The objective for the SIAFPER Faculty Personne
5. Digital Measures The Workload Module is used for the faculty workload verification process The Vita Module populates faculty annual reports SIAINST must be updated either annually or each semester depending on faculty title one month before classes begin Type SIAINST in the box of the General Menu Form shown on page 6 and select Enter on your keyboard The SIAINST Faculty Advisor Information Form will appear shown below Enter in the Banner ID of the faculty member Tab to Term and enter in the current term Click the Next Block button on the BANNER toolbar or Ctrl Page Down on your keyboard to move to the block of information You are now ready to enter in or update the faculty member s information Oracle Developer Forms Runtime Web Open gt SIAINST File Edit Options Block Item Record Query Tools Help al Confidential Term zo1010 Faculty Member Base Details From Term Maintenance amp To Term Status Status Date C Faculty C Advisor Appointment Date Category Staff Type Workload Rule Faculty ID press LIST for name ID search CQUERY for existing members Record 1 1 lt osc 11 Oracle Developer Forms Runtime Web Oper gt SIAINST File Edit Options Block Item Record ols Help aw ID Confidential Term 201010 7 Faculty Member Base Details From Term 20101
6. Phone 210 458 6925 bannersupport utsa edu E mail Click on the Account Request Form link to download a copy of the form and fill it out We are in the process of updating our Account Form Directions so they may be a bit out of date Forms can be campus mailed delivered by hand or emailed to BannerSupport utsa edu If the Department Custodian has not signed the form is forwarded to the proper person for authorization by Banner Security Banner Support will notify you via email when they have set up your user account in BANNER enter faculty data you must complete the BANNER General Navigation Training once you gain access to BANNER TOP Step 1 SPAIDEN General Person Information Form The objective for the SPAIDEN General Person Identification Form is to verify the accuracy of the faculty member s personal information All faculty members must have a BANNER ID for our information systems to work properly No account request is needed Network and BANNER IDs are automatically created when faculty information is submitted through HRMS The system will automatically send an email to the hiring manager with instructions on how to activate the new accounts NOTE If new faculty do not have an HRMS assignment but need access to UTSA systems detailed instructions can be found on the Office of Information Technology OIT website http www utsa edu oit Click on the Services and Support tab at the top of the page and then cl
7. Position Number Suffix Calculated Workload Total Contact 1627 Contract Type sm v Additional Instructors Assignment Type v Compensation Extracted am Compensation Applied m 13524 2632 000 000 100 Workload Percent Responsibility Generated Credits 000 Position Number 62 Override Workload Weekly Contact Position Number Suffix Calculated Workload Total Contact Contract Type ism v Additional Instructors a Assignment Type Compensation Extracted E Compensation Applied C 13525 o1 2632 004 000 000 100 D Workload Percent Responsibility 25 Generated Credits 000 Position Number 62 Override Workload Weekly Contact FTE Position Number Suffix Calculated Workload Contract Type 5 v Additional Instructors a Assignment Type Compensation Extracted Compensation Applied CRN press LIST for valid CRNs CQUERY for faculty schedule Record 4 28 xl lt osc gt You have now completed all of the necessary information in the SIAASGN form TOP 22 Exiting Banner Once you have completed all forms in BANNER you can log off of BANNER by clicking the X in the top right corner of the screen see red arrow below A message will appear asking if you are sure that you want to exit this BANNER session Click Yes File Edit Options Block Item Record Query Tools Help ORACL
8. Term 201010 Maintenance amp To Term 999999 If your department chair would like the Faculty Attributes block updated you must e Make sure that the From Term matches the current term at the top of the screen To update the term select Record from the Banner toolbar A dropdown menu will appear Select Duplicate from the dropdown menu The terms should now match e Click on the dropdown arrow by Code and select the appropriate title Once you have completed this block click Save on the BANNER toolbar or F10 on your keyboard The Faculty Comments block shown above is not used You have now completed all of the necessary information in the SIAINST form TOP 15 Step 4 SIAFDEG Faculty Degree Information Form The objective for the SIAFDEG Faculty Degree Information Form is to provide information about the faculty member s academic degrees This information is a critical piece for accrediting the University Errors in entering this information can create negative reports from accrediting agencies SIAFDEG must be completed for each new faculty member SIAFDEG must be completed for each new faculty member T TT and NTT one month before classes begin This form should be reviewed and updated each semester to reflect any changes in degree information Type SIAFDEG in the Go To box of the General Menu Form shown on page 6 and select Enter on your keyboard The SIAFDEG Faculty D
9. a major minor or concentration you must Click on the drop down arrow by Major to find the major Select the major Click Enter on your keyboard The major will appear Click Save on the BANNER toolbar or F10 on your keyboard Click the Next Block button on the BANNER toolbar or Ctrl Page Down to add a Minor or Concentration Repeat the instructions above to add a minor or concentration e Once you have completed entering this information Next Block or Ctrl Page Down to return to the Faculty Degree Information Form 18 Oracle Developer Forms Runtime Web Open gt SIAFDEG E 101 xi File Edit Options Block Item Record H ORACLE mw Ei9 emgE SO gBERIIRIBIBE PH CIS Pl levix mw 1 Prior Colleges Majors Major Prior College 010115 University of TX S Major Transcript Received Major Major Minors Degree Details Degree MS Master of Science Minor Minor Minor Attended From Minor College Concentrations Concentration Concentration Concentration Concentration To enter another college or degree click on Record in the BANNER toolbar see red arrow above A dropdown menu will appear Choose Insert from the dropdown menu and repeat the process listed on the previous pages In order to change or delete incorrect information you have to work backward e Click on Next Block or Ctrl Page Down until you reach
10. drop down arrow by Tenure and make a selection from the menu Consult with your department chair to make sure you select the appropriate tenure code If a new faculty member completes the terminal degree during the year consult with your department chair to see if tenure code changes e Add the date tenure was granted under Tenure Date You should consult with your department chair prior to the beginning of each year to determine the appropriate date e Click on the appropriate circle for Primary Activity You must consult with your department chair to determine this The remaining information in this form is not used by UTSA so you do not need to fill out the remaining fields Once you have completed this form click Save see green arrow above on the BANNER toolbar or F10 on your keyboard Then click the X on the BANNER toolbar or Ctrl Q on your keyboard You will now be back at the Go box of the General Menu Form TOP 10 Step 3 SIAINST Faculty Advisor Information Form The objective for the SIAINST Faculty Advisor Information Form is to enter and maintain faculty information which changes over time This form is critical for federal state and accrediting reports Errors in entering this information can create negative reports from accrediting agencies SIAINST must be completed for each new faculty member as this form populates the Workload and Vita Modules in the Digital Measures system as well as reports generated in
11. the Majors Minors Concentrations table to remove any major minor or concentration information Click on the Major field Click on Record in the BANNER toolbar A dropdown menu will appear Choose Remove from the dropdown menu Click Save on the BANNER toolbar or F10 on your keyboard Next Block or Ctrl Page Down BANNER will automatically take you back to the Degree Details block to remove degree information Click on Record in the BANNER toolbar A dropdown menu will appear e Choose Remove from the dropdown menu e Click Save on the BANNER toolbar or F10 BANNER will automatically take you back to the Prior College block e Click on Record in the BANNER toolbar A dropdown menu will appear e Choose Remove from the dropdown menu e Click Save on the BANNER toolbar or F10 The entire incorrect record should be removed You can now reenter correct degree information if necessary 19 To find a foreign university use the Next Block or Ctrl Page Down to go to the Prior Colleges block shown with arrows on page 16 Click on the dropdown arrow by Prior College to go to the Source Background Institution Query Only Form shown below Oracle Developer Forms Runtime Web Open gt SIAFDEG SOISBGI File Edit Options Block Item Record Query Tools Help m v Br amp im ES A SIVA PR LR LR IIO a Source Background Institution Query Only Form SOISBGI 8 0 PROD Source or Background Institution State
12. the Southern Association of Colleges and Schools Commission on Colleges UTSA s most critical accrediting agency other college and discipline accrediting agencies and the general public For the information to be reliable and to comply with laws and regulations the information must be entered in time for it to appear on reports If it is missing the reports will be inaccurate This can cost UTSA financial support as well as other forms of important support Information for faculty who are new to UTSA should be completed at least one month prior to the first day of classes in the semester in which they begin their appointment Changes in information for existing faculty such as completion of a new degree or an official name change should be completed as soon as you are informed of the change As you can see a wide variety of people rely on your work in BANNER We hope this manual will help make your task easier TOP THE ROLE OF THE BANNER COORDINATOR The BANNER Coordinator plays a key role in making sure our faculty data is complete and accurate The Coordinator serves as a teacher a mentor and a liaison between the college and or department and the Provost s Office The role involves several important skills and activities The Coordinator is e The BANNER expert for the college He she is asked to provide on the job training to new staff members in the college and or department to accurately work in BANNER e The primary contact for BANN
13. will appear Check for accuracy e Tab to Date Use the Calendar button to select the date the degree was earned as indicated on the transcript Click OK The date will appear Check for accuracy The remaining information fields in this block are not used Once you have completed this block click Save on the BANNER toolbar or F10 on your keyboard Use the Next Block button on the BANNER toolbar or Ctrl Page Down on your keyboard to advance to the Majors Minors Concentrations table shown below 17 iol xi File Edit Options Block Item Record Query Tools Help ORACLE anh a emimit IE 1 1 Majors Oracle Developer Forms Runtime Web Open gt SIAFDEG Major Major Major Major Official Minors Minor Minor Minor Minor Date 13 UL 2009 Concentrations Concentration Concentration Concentration Concentration The Majors Minors and Concentration table provides the level of detail needed to qualify the faculty member to teach courses in your department This information is used by accrediting agencies Errors in entering this information can result in negative reports from accrediting agencies Use the faculty member s official transcripts to identify this information Consult with your department chair if you are unsure about the degree information on the faculty member s transcript To enter
14. 0 Maintenance 5 To Term 999999 Status Category 0010 v PROFESSOR Staff Type Workload Rule TEN FT 7 Full Time Tenure Faculty SS jActive Status Date 01 SEP 2001 EE Faculty C Advisor Appointment Date 01 SEP 2001 8 Faculty Status Code press LIST for valid codes Record 2 2 E ListofValu lt 08 gt The SIAINST form has several information blocks that must be filled out The first block is the Faculty Member Base Details block shown above When updating this block you must Make sure that the From Term matches the current term at the top of the screen This is an effective term and the faculty member will now be able to be assigned to a course from this term forward To update the term select Record from the Banner toolbar dropdown menu will appear Select Duplicate from the dropdown menu The terms should now match Click on the dropdown arrow by Status and select AC active if the faculty member is teaching in the current semester and has an active teaching appointment Note A faculty member should be made inactive once his her teaching appointment ends If a faculty member is not marked Active he she will not appear in the Workload Module in Digital Measures Select the Faculty box Click on the dropdown arrow by Category and select the appropriate title for the faculty member from the drop down menu If the faculty member is fulltime staff and has a staff title
15. E AB SABRI 2 9 9 Al SIP PaRIE ISIFIOICIxX ga General Menu Form GUAGMNU 8 2 PROD Wednesday July 14 2010 Last login Wednesday July 14 2010 03 48 PM Go To v Welcome Products Menu Site Map Help Center a Business Processes My Links Manage the Enterprise PROCESS1 C3Matriculate to Educate PROCESS2 Change Banner Password Forecast to Enroll PROCESS3 Plan to Fund PROCESS4 Banner Banner Personal Link 2 Check Banner Messages Personal Link 1 Personal Link 3 Personal Link 4 Personal Link 5 Personal Link 6 My Institution Banner Broadcast Messages Come Go here far Enter the object name Press LIST for listing Record 1 1 Ew TOP 23
16. ER cannot be modified to reflect the faculty member s preferences If you do not find the appropriate degree or major listed contact Janice Kramer at ext 4314 TOP 20 Step 5 SIAASGN Faculty Assignment Form The objective for the SIAASGN Faculty Assignment Form is to assign courses to a specific faculty member To make changes in course assignments after this timeframe you must use the SIAASGN form It is imperative that this information be entered completely and correctly at least one month prior to the beginning of the semester in which the courses are being offered Only if there are late assignment changes should this information be added later than this time period If errors are made in entering this information the faculty workload reported to the state and faculty assignments reported to accrediting agencies will be incorrect This will result in negative reports from those agencies and will create extra work for the dean and department chair Type SIAASGN in the Go box of the General Menu Form shown on page 6 and select Enter on your keyboard The SIAASGN Faculty Assignment Form will appear shown below Enter in the Banner ID of the faculty member Tab to Term and enter in the current term Click the Next Block button on the BANNER toolbar or Ctrl Page Down on your keyboard to move to the block of information If the faculty member has been assigned to sections through SSASECT the courses and sections will
17. ER problems that staff members have Staff members should contact the BANNER Coordinator for assistance e The person responsible for making sure that BANNER class assignments are completed in a timely manner e The supervisor for BANNER related issues This includes following up with department staff when copied on messages from the Provost s offices regarding missing instructors wrong percent of class assignment responsibility or other issues to make sure that BANNER work is completed e college representative at meetings related to BANNER updates security issues and who then shares this information with your departments Contact your Dean s office to find out who the BANNER Coordinator is for your college TOP LOGGING ON TO BANNER To log onto BANNER you must first have a user account To establish a user account or to modify your existing account you must fill out a BANNER Account Request Form To do so click on Internet Explorer on your computer desktop and type or click on the following link into the address line http utsa edu registrar bansec This link will take you to the Banner Security website where more information regarding BANNER is available To access the BANNER Account Request Form click on Forms shown in the screenshot below The University of Texas at San Antonio Main Menu Registration Student Records Verification of Enrollment and Degree Graduation Transcripts UTSA Veterans Certif
18. NNER system is confidential and protected by UTSA s Privacy amp Security Policy and the Family Education Rights and Privacy Act of 1974 FERPA As of January 1st 2011 release of new transfer and or modified Banner User Accounts requires completion of CT927 Banner Users and FERPA Compliance Module through MyTraining How To s amp Training Forms How To s Coming Soon Forms Banner Users and FERPA Compliance Module CT927 Users Banner General Navigation Training CT923 Xtender Groups OIT Under Construction Next click on the Account Request Form Directions Directions on the Registrar BANNER information page Print out the Directions to make sure you complete the form correctly The University of Texas at San Antonio Student Affairs Type your complete question here Ask Top10 BANNER Forms Account Request Form PDF Account Request Form Directions and Frequenly Asked Questions PDF Banner User Account Policies amp Procedures Main Menu Registration Student Records Verification of Enrollment The forms on this webpage are interactive PDFs which require version 7 0 5 or higher of Adobe Reader in order to be properly viewed and completed and Degree Graduation Transcripts UTSA Veterans Certification Office UTSA Veterans Affairs Portal Texas Residency Rules Student Forms Waitlisting Registrar Home Registrar s Office Organizational Chart PDF Contact BANNER Support
19. already be listed here If not you are now ready to assign a course to the faculty member Oracle Developer Forms Runtime Web Open gt SIAASGN File Edit Options Block Item Record Query Tools Help E 8 8 9 3 ap CEP Bos Aa SMR an lt L X Term 201010 Session Institutional Percentage Primary Override Session bj Course Credit Credit of Session Instructor Conflicts Percent Responsibility 100 Generated Credits 000 Position Number Override Workload Weekly Contact FTE Position Number Suffix 81 Calculated Workload 3 000 Total Contact Contract Type ILE Additional Instructors Assignment Type Compensation Extracted Compensation Applied mi Workload Percent Responsibility Generated Credits Position Number 62 Override Workload Weekly Contact FTE Position Number Suffix Calculated Workload Total Contact Contract Type Additional Instructors Assignment Type Compensation Extracted Compensation Applied C To assign a course to a faculty member e Enter the five digit CRN or Course Number The remainder of the information for that course will generate automatically from the course information system in BANNER e Select the Primary Instructor box If two instructors are assigned to the same course o Only one must be checked as primary instructor o Percent Responsibility must be divided between the two i
20. egree Information Form will appear shown below Enter in the Banner ID of the faculty member Click the Next Block button on the BANNER toolbar or Ctrl Page Down on your keyboard to move to the Prior Colleges block shown below You are now ready to enter or update the faculty member s information Oracle Developer Forms Runtime Web Open gt SIAFDEG 101 xi File Edit Options Block Item Record Query Tools Help ORACLE E 2A 9 PTI BES Qa SOB PR eli Pi leix Confidential ID Prior Colleges Prior College TER Texas A amp M Univ Main Camps Transcript Received 14 AUG 1992 m Reviewed 14 AUG 1992 E c Official Degree Details Degree PHD T Dactor of Philosophy 20 DEC 1991 E Attended From Attended Hours College Honors Use the Prior Colleges block to enter the college code for the university from which a degree was earned Only university granted degrees are entered on this screen Associates degrees and certificates are not used When updating the Prior College block you must 16 e Click on the drop down arrow by Prior College which will take you to the Source Background Institution Query Only Form e Click on College e Click on City Enter the name of the city where the college or university is located For example San Antonio or College Station e Click on Execute Query on the BANNER toolbar or F8 on your keyboa
21. epartment block Oracle Developer Forms Runtime Web Open gt SIAINST File Edit Options Block Item Record 5 219 8 QA 8 BPA Cif ei i 9 Faculty Advisor Information Form SIAINST 8 0 PROD Confidential ID Johnson David R Term 201010 Faculty Contract From Term 201010 i Term 999999 Tenured Tenured Tract Faculty v Default Indicator C Default Indicator C Default Indicator C Default Indicator Faculty College and Department From Term 200420 Maintenance 8 To Term 999999 Ho wt a Percentage When updating the Faculty College and Department block shown above you must e Make sure that the From Term matches the current term at the top of the screen To update the term select Record from the Banner toolbar A dropdown menu will appear Select Duplicate from the dropdown menu The terms should now match e Click on the dropdown arrow by College and select the correct college from the dropdown options e Click on the dropdown arrow by Department and select the correct department from the dropdown options e Place a check mark in the box under Home to indicate the home college department Only one college can be selected as home Note A home college and department must be designated in BANNER in order for the faculty member to appear in the correct college department faculty list in the Digital Measures system Note If the
22. faculty member is appointed to multiple departments and or colleges enter each appointment separately with the percentage amount of responsibility for each department or college e Enter in the correct percent appointment under Percentage The percent appointment must match the percent of the faculty member s current appointment on faculty salaries within that department college in HRMS The total percentage cannot be more than 100 Note Only the 14 total percent appointments on faculty salaries should be entered For example if a faculty member is 7596 on faculty salaries and 25 on a grant account the percentage entered should be 75 Once you have completed this block click Save on the BANNER toolbar or F10 on your keyboard Click the Next Block button on the BANNER toolbar or Ctrl Page Down on your keyboard to move to the Faculty Attributes block The Faculty Attributes block shown below is optional You may enter additional titles here if appropriate Consult with your department chair before doing this Oracle Developer Forms Runtime Web Open gt SIAINST File Edit Options Block Item Record Query Tools Help AOD Eo E A A DAA PREIS es 73 Faculty Advisor Information Form SIAINST 8 0 PROD Confidential w He 201010 Faculty Attributes and Comments SIAINST 8 0 PROD Faculty Attributes From Term 200310 Maintenance 2 201030 Code Faculty Comments From
23. ication Office UTSA Veterans Affairs Portal Texas Residency Rules Student Forms Waitlisting Registrar Home Registrar s Office Organizational Chart PDF Helpful Links Academic Calendar e 2012 2014 Academic Calendar e Catalogs O Undergraduate O Graduate O Information Bulletin Bluebook Class Schedule Admissions Advising Financial Aid Fiscal Services National Clearinghouse website Scholarships Student Health Services Student Affairs your complete question here Ask Top10 BANNER Data BANNER is a student information system and Sungard SCT product Access to BANNER is controlled by the Banner Security Department in the Office of the Registrar Data in BANNER be accessed by report writers like Crystal Reports Account Access Data Custodians Access to BANNER is grouped into classes and BANNER users are issued multiple classes Authorization by the Data Custodian is dependent upon the type of access being requested WebxXtender ApplicationXtender ScanXtender Appworx WebxXtender ApplicationXtender ScanXtender and Appworx are a collection of data information retrieval tools that work for BANNER UTSA faculty and staff can use these tools to view original documents run reports or scan new documents in the BANNER database Access to these tools is managed by the UTSA Office of Information Technology BANNER Confidentiality Information stored in UTSA s BA
24. ick on the Internet Network link Click the Request Network Account link for a Quick Reference Guide on these procedures To search for a faculty member s BANNER ID once it is generated log in to BANNER using your user name and password Type SPAIDEN in the box of the General Menu Form indicated in the screenshot below and select Enter on your keyboard Oracle Developer Forms Runtii E ni xj file Edit Options Block Item Record Query Tools Help ORACLE lt lt Je EINE amp 1 1 Products 7 Menu Site Map Help Center SS My Links Manage the Enterprise PROCESS1 matriculate to Educate PROCESS2 Change Banner Password Forecast to Enroll PROCESS3 Check Banner Messages to Fund PROCESS4 1 Personal Link 1 Personal Link 2 Personal Link 3 Personal Link 4 Personal Link 5 Personal Link 6 My Institution UTSA Come Go here far mmc Banner Broadcast Messages The SPAIDEN General Person Identification Form will appear shown below Click on the drop down arrow by the ID box Oracle Developer Forms Runtime Web Open gt SPAIDEN 0 Hle Edit Options Block Item Record Query Tools Help So CILLUM AIDA TA EE PTOI X General Person Identification Generate ID 8 Identificat
25. in HRMS you will need to consult your department chair on what the faculty title should be in BANNER The faculty title should correspond with his her teaching qualifications Click on the dropdown arrow by Workload Rule and select the appropriate tenure status Non Tenure Faculty Full Time Tenure Faculty or Part Time Tenure Faculty from the dropdown menu Consult with your department chair if you have questions about tenure status The SIAINST form is the starting point for entering Teaching Assistants and they are coded as NTT 12 The remaining information in this form is not completed for faculty Once you have completed this block click Save on the BANNER toolbar or F10 on your keyboard Click the Next Block button on the BANNER toolbar or Ctrl PageDown Next Block moves the cursor to the next blocks of information in the SIAINST form that must be filled out These are the Faculty Contract block and the Faculty College and Department block shown below Oracle Developer Forms Runtime Web Open gt SIAINST File Edit Options Block Item Record cools Help AOD 08 4 I9 RB ae elSirPl leix Faculty Advisor Information Form SIAINST 8 0 PROD Confidential mw Term 201010 Faculty Contract From Term 200610 Maintenance To Term 999999 Rule C Default Indicator C Default Indicator C Default Indicator Faculty College and Department From Term 200420 Maintenance
26. ion Address Telephone Biographical E mail Emergency Contact Additional Identification Name Type Ba Person ID and Name Source Last Name Y Last Update First Name Middle Name User Prefix Activity Date Suffix Origin Preferred First Name Diploma Name Original Creation Non Person User Name Create Date A search box will appear with an Option List shown below Click on Person Search Oracle Developer Forms Runtime Web Open gt SPAIDEN 0 Edit Options Block Item Record Query Tools Help DI AARP p f Ej E SIRE mn D el RULES LOT General Person Identification SPAIDEN 8 2 PROD Generate ID amp Current Identification Address Emeraency cantace additional THenHfies Hon ID Name Type Option List 7 7 Person Search Person Non Person Search ID and Name Source Alternate ID Search Last Name Last Update First Name Middle Name User Prefix Activity Date Suffix Origin Preferred First Name _ g Cane j Diploma Name The SPAIDEN Person Search Form will appear shown below Search for the faculty member s BANNER ID by entering their Last Name and First Name Then click on the Execute Query button see green arrow below on the BANNER toolbar or select F8 on your keyb
27. l Form is to enter tenure code and the primary activity of a faculty member This form is the only place in BANNER to add a tenure code This is very important for federal state and accreditation reports Additionally this form also populates the Digital Measures system and any reports generated in Digital Measures Type SIAFPER in the box of the General Menu Form shown on page 6 and select Enter on your keyboard The SIAFPER Faculty Personnel Form will appear shown below Enter in the Banner ID of the faculty member Click the Next Block button on the BANNER toolbar or Ctrl Page Down on your keyboard to move to the block of information You are now ready to enter in or update the faculty member s information acle Developer Forms Runtime Web Open gt SIAFPER dit Options Block Item Record Query Tools Help AOD BEBE p Aa Eh 80 PH ca Faculty Personnel Form SIAFPER 8 0 PRO Confidential Je Tenure Sabbatical Tenure JTenured Last Date Tenure Date 01 SEP 1979 Next Date Review Date a mm AAUP Member Indicator Primary Activity Years of Teaching Experience Instructional Research Administrative Title Tenure Code press LIST for valid codes Record 1 1 Listofvalu When completing this form you must e Make sure the Tenure field is completed Click on the
28. nstructors so that the total is 100 Examples 70 and 3096 5096 and 5096 9096 and 1096 or even 100 and 0 e Click Save on the BANNER toolbar F10 on your keyboard e If you wish to add another course use the down arrow on your keyboard to highlight the next empty field of information Repeat the above steps 21 Note In order for cross listed courses to calculate correctly in the Digital Measures Workload Module you must use the Override Conflicts box shown in the screen below in SIAASGN When cross listed courses are assigned to a faculty member in BANNER the Override Conflicts box must be checked for all of the cross listed courses except the primary course The primary course should not have the Override Conflicts box checked The primary course should be the one of highest workload value 1 graduate class or the one with the most credit hours The example in the screenshot below shows that CRN 13525 is the primary course The Override Conflicts box has been left blank CRN s 13524 and 13523 have the Override Conflicts box checked so they will roll into the primary class when workload is calculated instead of calculating as three separate classes Session Institutional Percentage Primary Override Session Section Credit Credit of Session Instructor Conflicts EE _ 1000 290 D a al Workload Percent Responsibility Generated Credits 3 750 Position Number Override Workload Weekly Contact 95
29. oard Execute Query searches the database and displays matches to search criteria If duplicates of a name appear the search can be narrowed down by birth date and social security number as a last resort Once you have identified the faculty member s BANNER ID double click on the ID field This will return you to SPAIDEN where the faculty member s name and ID will populate the top of the form Oracle Developer Forms Runtime Web Open gt EN Q SOAIDEN Q Hle Edit Options Block Item Record Que js Help d B9 emm SI Ee Uu m Person Search Form SOAIDEN 8 1 0 1 Last Name First Name Middle Name Birth Date Indicator Type E 22 ZEE Case Insensitive Query Case Sensitive Query If you determine that a faculty member does not have a BANNER ID contact Human Resources If you determine that a faculty member may have multiple BANNER IDs contact BANNER Security Once you have returned to the SPAIDEN form click the Next Block button see green arrow below on the BANNER toolbar or Ctrl PageDown on your keyboard Next Block moves the cursor to the next block of information The faculty member s information should appear Do not update any information in SPAIDEN information in SPAIDEN is pre loaded from HRMS
30. rd Click on the code to enter the information e name of the university will appear in the Prior College field check for accuracy Once you have completed this block click Save on the BANNER toolbar or F10 on your keyboard Use the Next Block button or Ctrl Page Down on your keyboard to advance to the Degree Details block shown below Oracle Developer Forms Runtime Web Open gt SIAFDEG File Edit Options Block Item Record Query Tools Help aw Confidential w Prior Colleges Prior College 003632 A amp M Univ Main Campus Transcript Received 14 AUG 1992 E Reviewed 14 AUG i1992 E 7 Official Degree Details Degree H DI Doctor of Philosophy Date 20 1991 Attended From Attended To Hours College Honors GPA Degree information is important to accrediting agencies when determining faculty qualifications Use the faculty member s official transcripts to determine the correct name of the degrees he she has earned Errors in entering this information can create negative reports from accrediting agencies When updating the Degree Details block you must e Click on the dropdown arrow by Degree which will take you to the Degree Code Validation table e Using the scroll bar on the right hand side of the screen find the appropriate degree Click on it to highlight it and then click OK The name of the degree
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