Banner 8 Navigation User Manual
Contents
1. cccseeseseeeessseeeeeeees Defining Query FUNCTIONS Using Wildcards in a Search s s s Common Search FOr Common Search Fields cceseeeeeseseeeeeeeeees Searching for a Person eseeeceteseteteeeeeeeeees Changing Display Preferences eessen Setting the Display Options Creating Personal MeNUS essseeeeeeees Adding Forms from the Objective List Adding Forms by the Seven Character dentifier eeceesseseceecesecseeeseseseeeeeeeeeeseseseseseseeeeseseseeseseaeaeeteeeeeneeeeaeaeaes 36 Adding Forms Dy QUO Ty ariii desonra nananana daoia sakada aaau ira Sadrana cai vaatia cluteatassstabdubecndiia tick 37 Deleting selected objects from a personal MENU eeesececeseesesesesesesesesesesseseseseeeeeeeeseseaeaeeeeesteneneaeeseaeaeeeeeeneeaees 37 GIOSSALY ee aE a EE E EE E E EEE E E E E E E E 39 February 2010 3 Banner Navigation Information Non disclosure at NMSU New Mexico State University maintains the confidentiality and security of records in compliance with the Family Educational Rights and Privacy Act of 1974 FERPA the Health Insurance Portability and Accountability Act HIPPA and the Gramm Leach Bliley Act GLBA in addition to other federal and state laws These laws pertain to the security and privacy of personal academic medical and financial information along with identifying information such as social security numbers Family Educational Rights and Privacy Act2. Menu A list of options you can access with the mouse or keyboard More The More indicator appears in the lower right corner of each window of a series of related forms even the last form It tells you that there are additional forms that can be accessed to complete a process 40 February 2010 Banner Navigation Next Block To move the cursor to the next information area block that has at least one enterable field Next Field The next enterable field in the current information area Next Item The next enterable field in the current information area Next Primary Key From a called form returns you to the calling form and enters the highlighted value into the field that called the form From a List of Values LOV returns you to the calling form and enters the highlighted value into the field that called the form Next Record To move the cursor to the first enterable field in the next record of the current information area If the cursor is in the last record a new record is created Object An object can be a form job menu or QuickFlow used in Banner Option List Dialog box displaying two or more items to choose from Pop Up Window Dialog box alert box or list of values that appear in a separate window Previous Block The previous information area that has at least one enterable field If the previous area is another window then that window is opened Previous Field To move the cursor to the previous
3. Adding Forms by the Seven Character Identifier If you have become familiar with the forms and their seven character identifier you can simply type the identifier to add the item to your menu 8 Access the My Banner Maintenance form GUAPMNU 9 Place the cursor in a blank Object field in the right pane 10 Enter the object s seven character name 11 Press ENTER The object s type description and name appear in the right pane 12 Optional Customize the object description 13 Click the Save button E 36 February 2010 Banner Navigation Adding Forms by Query If you are not sure of the full identifier for an item you can query all the items in Banner l 2 3 10 11 Access the My Banner Maintenance form GUAPMNU Use the pull down list above the left pane to select the object type you want to query Place the cursor in the left pane Click the Enter Query button b The object list disappears Enter the search criteria You can use the wildcards and _ The search is case sensitive Data is matched against the search criteria exactly as you enter them Click the Execute Query button al The left pane lists the matching objects To add all matches to the menu if there are 20 matches or less click in the right pane where you want to place the new menu items Click the Insert All button in the middle of the form To add selected matches to the menu select the objects in the le
4. Program Functions and Keyboard Equivalent Commands Click on the Show Keys toolbar icon select Help and then choose Show Keys from the menu bar or press CTRL F1 to acquire a list of program functions and their keyboard equivalents Note Available keys change from screen to screen In addition not all keyboard commands are available from every form February 2010 23 Banner Navigation Keyboard Equivalent Chart Function Key s Function Key s Cancel ESC Insert Record F6 Clear Block SHIFT F5 Left LEFT Clear Field CTRL U List List Of Values F9 Commit Save F10 New Record F6 Count Query Hits SHIFT F2 Next Block CTRL PAGE DOWN Clear Form Rollback SHIFT F7 Next Field TAB Clear Record SHIFT F4 Next Record 4 Debug Mode CTRL Previous Block CTRL PAGE UP Delete Forward DELETE Previous Field SHIFT TAB Delete Backward Backspace Previous Menu CTRL ENTER Delete Record SHIFT F6 Previous Record T Duplicate Field Entry F3 Query Execute F8 Duplicate Record F4 Query Start New_ F7 Edit CTRL E Return ENTER Enter Application Parameters CTRL F6 Right RIGHT Enter Menu Parameters CTRL F5_ Show Keys CTRL F1 Help Item Properties F1 24 February 2010 Banner Navigation Identifying Blocks A block is a section of a form or window that contains related information There are two types of blocks e Key Block contains iden
5. Toolbars are sets of buttons that perform common functions Note When you move your cursor to a button and pause for a second or two a yellow rectangle appears with text that describes the function of the button To use a button function click the appropriate button You can click a button any time except when you are working within a dialog box alert box or List of Values LOV A dimmed button is disabled and cannot be clicked 10 February 2010 Banner Navigation Title Bar The title bar shows the descriptive form name the seven character form name FOAIDEN the release number of the form software and the name of the database you re logged into Auto Hint The auto hint at the bottom of the form can contain the following information for the field where the cursor is located e Brief field description e Error and processing messages e Keyboard equivalents if you can access other blocks windows or forms from the field Status Line The status line directly under the auto hint line can contain one or more of the following messages Record n n Shows the 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 for example 3 until you scroll to the last record in the block Once the last record is displayed the total appears as a number for example 3 15 List of
6. 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 or alter it Save Rollback and Exit release the lock February 2010 19 Banner Navigation Query Menu This pull down menu contains the functions used to query information in the database based on specified 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 the search criteria Last Criteria Enters the criteria from the last search enabled only when one is in Query mode Cancel Cancels the query and takes the form out of Query mode Count Hits Counts the number of records that match the search criteria and displays that number in the Auto Hint line This is a special function that depends on the query to work Fetch Next Set If more records meet the search criteria than fit in the window replaces the current set of displayed records with the next set Tools Menu This pull down menu contains Banner Document Management Suite Extender and Workflow If you are able to access these tools you will be trained by a representative from within your department Banner An integrated document imaging and electronic document Document ma
7. ADACOMT Enter Object Name List to Search Record 1 1 Designation Comments lt osce There are three ways to add items to your personal menu e Scroll through the object list to find and select objects e Enter the name of the object e Query the object list to narrow your search Changes will only be seen after you exit and log back into Banner February 2010 35 Banner Navigation Adding Forms from the Objects List You can add items from the object list by scrolling to find the item you need 1 Access the Personal Menu Maintenance form GUAPMNU 2 Inthe left pane select each object you want to add to the menu When you select an object the name is highlighted 3 Optional Repeat steps 2 and 3 for each object type you want to add to the menu Note You can select objects from multiple object types and insert them together 4 Click in the right pane where you want to place the new menu items 5 Click the Insert Selection button Ea the middle of the form The selected objects are added to the right pane below the place you clicked 6 Optional Customize the object descriptions 7 Click the Save buton E Note If you try to enter or drag an object which you are not permitted to access the system will display an alert box In order to proceed you must delete the name of the object from the list by pressing the DELETE key
8. Barbara This search will return all ID s with first name Barbara onz Mary This search will return all ID s with the last name containing onz and the first name Mary Jone_ Cindy This search will return all ID s with the last name that starts with Jone and have any one letter at the end and the first name Cindy Examples of Partial ID Searches 21 This search will return all ID s starting with 21 12345678_ This search will return all ID s beginning in 12345678 123 89 This search will return all ID s that begin with 123 and end in 89 February 2010 31 Banner Navigation Searching for a Person The Person Search form SOAIDEN searches for any person in the database It may be accessed from all forms that require an ID number in the key blocks This form may be used to determine the correct ID number for a person using the query capabilities of the system The name ID number birth date change indicator an indicator to record name and ID changes blank for the current record and name type are displayed File Edit Options Block Item Record Query Tools Help ao bh ABER FT HS 7 Person Search SOAIDEN 8 1 0 1 UBN8 Change ID Last Name First Name Middle Name Birth Date Indicator Type 7 Case Insensitive Query Case Sensitive Query Enter a query press F8 to execute
9. the third letter A refers to an Application form Positions 4 5 6 and 7 are unique identifiers for the form report job or table In the case of the PPAIDEN form the last four letters IDEN refers to Identification February 2010 7 Banner Navigation Logging on to Banner Banner supports authenticated user access meaning that the system verifies your credentials and you are given access to the system based on your assigned security To use Banner as an authenticated user you must successfully log on by providing your credentials NMSU Username and Banner Password Banner can be accessed from any Internet browser such as Internet Explorer Netscape or Mozilla Firefox 1 Type http www nmsu edu erp in the address bar of your web browser and press Enter The Production Banner Environments page will appear New Mexico State University STATE You are here NMSU UNO Production Banner Environments UNO Home j Production Banner Environments UNO News Banner Info Use this site as your gateway to Banner Environments as they are made available Milestones Recruitment amp Admissions Documentation amp NMSU Training Tutorials Banner WebCT Worksite Enterprise Reporting Tool Cognos Internet Native Banner Login AppWorx Directory System Outage Information e Outage Calendar Training Registration Other Links Help e Complete listing of Banner environments myNMSU Request for computer system
10. Values Indicates the field has a List of Values Enter Query Indicates the form is in query mode My Links The My Links section of the Main Menu allows you to customize the menu to meet your needs You can also access outside Web pages One of the standard links is to the NMSU home page There are six Personal Links that allow you to choose certain Web pages to access February 2010 11 Banner Navigation Accessing Forms in Banner In the Banner Suite the term forms can be thought of as screens The five form types below are the most common Main Menu Used to navigate through Banner Application Used to enter update and query information forms Validation Used to define values When you look up a code or select the list forms function these values appear Query forms Used to look up existing information You must access these forms from another form Inquiry forms Used to look up existing information They can be accessed from the Main Menu from another form with Direct Access or with Object Search Although there are several ways to navigate in Banner you must navigate to a form to be able to look up or process information In this section you will be introduced ways of navigating in Banner e Using the Main Menu By Form Name Searching for a Form Selecting a Recently Accessed Form 12 February 2010 Banner Navigation Navigating Using the Main Menu The Main M
11. can use wildcards to help with your search A wildcard is a symbol that represents one or many characters in a word You can use the following wildcards in the search criteria e Percent sign e Underscore _ The character represents any number of unspecified characters The character _ represents one occurrence of an unspecified character The following examples illustrate the use of wildcards To get these results Enter these criteria All entries that contain ma ma All entries that begin with ma ma All entries that have ma as the last two characters ma All entries that have m as the second character _m Common Search Forms Performing an extensive ID Name search for a person entity s record in Banner is crucial For a thorough search the following common search forms should be used e SOAIDEN Person Search e SOACOMP Non Person Search e GUIALTI Alternate ID Search e FTIDEN Entity Name ID Search 30 February 2010 Banner Navigation Common Search Fields There are common Search Fields in Banner that allow you to search for a person entity by either a partial or full ID Name e ID e Last Name e First Name To search by a partial name ID remember to use the wildcards Examples of Partial Name Searches smith M This search will return all ID s with the last name smith first names starting with M
12. enterable field in the current information area Previous Item To move the cursor to the previous enterable field in the current information area Previous Record To move the cursor to the first enterable field in the previous record Query Form Form used to look up existing information on the database A query form has the letter Q in the third position of the form name Quick Flow A set of forms that are linked together in order to help you complete a process within Banner When you use Quick Flow it opens the first form in the set and the next form is automatically opened until the process is complete Record All information displayed in the window for an item February 2010 41 Banner Navigation Rollback From an application or inquiry form clears all information and returns you to the key block area Rollback is a standard button and appears on forms From validation forms rollback will return you to the first enterable field on the calling form Save To permanently record changes to the database Scroll Down The process of moving down repeating records or lists of information that cannot all be displayed in one window Select Choose an item by highlighting it or clicking it with mouse Show Keys Display the list of keyboard options Up Use the key To move the cursor the first enterable field in the previous record moves you upward on a List of Values or drop down list Validation Form Form used to d
13. have the letter A in the third position of the form name Block An information area on a form separated by a solid line Calling form Form from which you accessed another form Cancel Exits you from an Option List List of Values Editor window or Dynamic Help Clear form Clears all information and returns you to the first enterable field in the key information area Commit Saves all changes entered since the last time you saved Count Hits In query mode counts the number of records that meet the search criteria and displays that number in the Auto Help Line Count Query Hits In query mode counts the number of records that meet the search criteria and displays that number in the Auto Help Line To retrieved records select the Execute Query Function Dialog Box A box containing information Requires you to respond to it before you can continue Down Use the key Moves the cursor to the first enterable field in the next record moves you lower on a List of Values and moves you lower in a pull down list Drop down List Shows three or more values for a field Any field with a down arrow icon contains a drop down list February 2010 39 Banner Navigation Edit Displays a window you can use to add change or delete text especially useful in entering and updating Dynamic Help Enter Query Puts the form into query mode and lets you enter search criteria to see what information is already in the databas
14. of 1974 FERPA Policy http research nmsu edu compliance IRB resources html 3 FERPA protects students records FERPA requires post secondary educational institutions and agencies to conform to fair information practices in their handling of student data Among the provisions of the act are the requirements that data be used only for intended purposes and that those responsible for student data take reasonable precautions to prevent misuse of it Examples include Social Security Numbers grades date of birth etc Health Information and Portability Accountability Act HIPAA http research nmsu edu compliance IRB resources html 7 HIPPA protects all medical records and other individually identifiable health information used or disclosed in any form whether electronically on paper or orally Gramm Leach Bliley GLB Act http www nmsu edu manual documents 07 29 09 policy manual final020110 pdf GLBA protects private non public information of individuals Private non public information consists of information such as name Social Security Number date and location of birth gender credit card numbers and driver s license numbers Within NMSU employees are authorized access to University records only to the extent necessary to perform their official university duties and are responsible for protecting such information against unauthorized access or disclosure The New Mexico State University Policy Manual Chapter 2 Gen
15. to the clipboard Paste Pastes text from the clipboard to the spot where the cursor is located Edit Displays the Editor window used to enter or update text You can display this window from most fields It is particularly useful in long data fields Options Menu This pull down menu contains navigation options Navigation options vary from form to form and depend on where the cursor is currently located Some options take you to other blocks within the current form Other options take you outside the current form to related forms 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 field where data can be entered or edited If that area is in another window that window is opened Clear Clears all information from the current block on your display information is not removed from any records or tables View View additional data available on the form This feature is not Supplemental available on all forms Data 18 February 2010 Banner Navigation Item Menu This pull down menu contains the functions used to navigate among the fields or items ona form Previous Moves the cursor to the previous enterable
16. using Banner including understanding how to access the system and a basic understanding of the system design Terminology Understanding the terms provided in this manual help you to understand the explanations and instructions presented in this manual and to present clear specific questions that you may have about the information provided This table defines the basic components of the Banner suite Suite The SunGard Higher Education Banner suite is an administrative software application developed specifically for higher education institutions by SunGard The software acts as an interface between users and an Oracle database containing New Mexico State University administrative data System The NMSU Banner suite is composed of six systems General Student Advancement Financial Human Resources and Financial Aid Modules Each system is composed of specific modules that break out components of the system Forms Forms are screens that contain fields Fields Fields are areas in a form that are used either to display specific data such as a last name address or NMSU ID number or to insert data Validation Validation tables contain Lists of Values LOVs that are pre defined for a specific Tables field Blocks Blocks are groups of related fields within a form 6 February 2010 Banner Navigation Banner Structure Banner is organized as a hierarchy The Banner hierarchy includes
17. Banner Navigation Banner Navigation Confidential Business Information This documentation is proprietary information of SunGard SCT and New Mexico State University NMSU and is not to be copied reproduced lent or disposed of nor used for any purpose other than that for which it is specifically provided without the written permission of SunGard SCT or NMSU Portions of this manual 1992 1995 1997 1999 2002 2003 2006 SunGard SCT Portions of the Glossary 2004 by Fitchburg State University Used with permission All rights reserved The unauthorized possession use reproduction distribution display or disclosure of this material or the information contained herein is prohibited SCT SunGard SCT the SCT logo Banner and the Banner logo are trademarks of SunGard SCT Third party hardware and software product names and trademarks are owned by their respective third party owners providers and SunGard SCT makes no claim to such names or trademarks Use of this material is solely for the support of SunGard SCT Banner products and New Mexico State University 2 February 2010 Banner Navigation Table of Contents Information Non disclosure at NMSU ssssunssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn Error Bookmark not defined Account SUP UCUUIN O ceca cscdievasecesenstencunvsuscncnncveatanudatesnnsdsntsansdedscnsauwatunsauntsenssdunsunsadetsussuvesduassundesuscustunssdunsde 5 Banner Navigation cs
18. Ctrl Q to cancel Record 1 1 Enter Qu lt osc 32 February 2010 Banner Navigation Changing Display Preferences When logging into Banner you will be presented with the Main Menu This menu is the starting point for navigating throughout Banner To see the seven character form descriptions in the title bar the Display Options properties must be set Setting the Display Options File Edit Options Block Item Record Query Tools Help FE IEEE EKERI TA My Links Menu Settings LDAP Display Options User Interface Color Settings Display Form Name on Title Bar Description Enter the RGB color code for non iconic buttons I Default value SS eee User Value Display Release Number on Title Bar Description Enter the RGB color code for the canvas V Display Database Instance on Title Bar Default Value r255g255b255 User Value r255g9255b255 z Alert Options Description Enter the RGB color code for code description prompts M Prompt Before Exiting Banner Default Value User value D Display Additional Confidential Warning Display Additional Deceased Warning Description Enter the RGB color code for the menu links canvas Default Value r255g9255b255 Display Duplicate SSN SIN TIN Warning User Value 12559255b255 Data Extract Description Enter the RGB color code for the menu broadcast message canvas SS eS SS Default V
19. JAN 2008 Suffix Origin PPAIDEN Preferred First Name Full Legal Name Marital Status z Original Creation Non Person User MAPADILL Name Create Date 28 JAN 2008 Current identification number overtype to change Record 1 1 os lt osc gt To use the page tabs 1 Click on the tab for the information you need To use the Next Block button w 2 Click on the Next Block button a e Ona form with tabs the information for the tab to the right of the current one will be displayed e Ona form without tabs the next block of information will be displayed Note personal identification data has been blacked out for privacy considerations February 2010 27 Banner Navigation File Edit Record Query Tools Help B A Current Identification Alternate Names or IDs Add Address Telephone AD fe Biographical E mail Emergency Contact Additional Identification Application for Positions PASAPPL fed List of Applications by Applicant PAIALST Employee Information PEAEMPL f Address List PPIADDR Perso E mail Addresses GOAEMAL Person Search SOAIDEN Generate ID E E mail Emergency Contact Additional Identification SSN SIN TIN ID and Name Source ne Biographical ID Last yg NOn Person Search SOACOMP Last Update First N Employee Search ROUDEN iddl
20. Person System Identification GUASYST Miao General Information Form PPAGENL User MPATE f Prefix Prs Activity Date 28 34N 2008 Suffix Origin PPAIDEN Preferred First Name Full Legal Name Marital Status z Original Creation Non Person User MAPADILL Name Create Date 28 JAN 2008 Current identification number overtype to change Record 1 1 sal lt osc To use the Options menu 1 Click on the Options menu to display the list of additional information which can be accessed from the form 2 Highlight and click on your selection Note personal identification data has been blacked out for privacy considerations 28 February 2010 Banner Navigation Querying Information Querying is the process of searching for information already entered in the database You can use inquiry forms query forms and most application forms to perform queries Some forms automatically open in query mode usually because a large number of records related to the form have to be retrieved When a form opens in query mode the status line displays Enter Query You can immediately specify search criteria to narrow the search If a form does not open in query mode you must put the form into query mode before you can enter search criteria In this section we will cover e Defining Query Functions e Using Wildcards in a Search e Common Search For
21. alue r255g255b255 C Include Header Row in Data Extract User Value r2559255b255 vy l From the File menu select Preferences The General User Preferences Maintenance GUAUPRF form is displayed 2 In the Display Options area select the checkbox next to Display Form Name on Menu 3 Click the Save button E A SCT Banner dialog box appears stating you must exit your Banner session and log on again before the preference changes will be seen SCT Banner Your Menu Option change will only be seen after you exit and log back into SCT Banner 4 Click OK February 2010 33 Banner Navigation Creating Personal Menus In Banner users can establish a personal menu that allows you to organize forms that are most important in your workday The personal menu is located under the My Banner folder on the Main Menu File Edit Options Block Item Record Query Tools Help PI Ql Sh oe 4B al y Products 7 Menu Site Map Help Center My Links Banner Change Banner Password Ci student STUDENT Check Banner Messages Advancement ALUMNI Financial FINANCE oho Project Site C Human Resources HRS UNO Documentation e Financial Aid RESOURCE aiies LI General GENERAL Banner XtenderSolutions System Menu BXS Personal Link 4 E Banner Security SECURITY Personal Link 5 Personal Link 6 My Ins
22. cssssssesesssesssesseessessenseoeseeseeseeesoesoesseneeaesoesaeneeaeeoeseeneuaeeaesoeseuaeuaeeoesoeneuaeeoesoeseeaeeaesoesay Getting Started c2cc2 ncchtececia tart ited ead eee erie Leeda nape leat bee eh Sian Logging ON tO Bane uuu eeeeseeesseeeesseenseeeeeenees Introducing the Banner Interface Accessing Forms in Banner sesers Navigating Using the Main Menu 0 Navigating Using the Form Name n s Searching for a FOTN eeeeeeeeeseteteeeeeeeeeees Selecting a Recently Accessed Form Using the Menu Bat ceeceeececseseeseeeeeeeseeteees File MOM iriiria Edit Menu miiie auasi Options Menu 2 0 ccceseceseeseeeteeeeeeeeeeeeeeeees Block MENU diissii iaiia Mem MON a ek a dads ee a eee ee Ae ei ee R te Re COPrG M DU sists EA EEE AEAT ane fetes Satta Aun AEE ciate ea haan Query Menu Tools Menu Help MOTs piira cc lecaceasi seseca ender sencedliviz aA aaaea aa Ae oti a Ea Ea AE a Ea E caw aan Using Shorte ts OINaVvig ate eatae renosa aaaea a aran aa sienna ane tain naan ada satan 22 Using the Toolbar e ceceeceeececeeseeeeeeeseeesieees Keyboard Equivalents Keyboard Equivalent Chart ccccscscsssssssssssescecscsssssssssscscacscacsesssssesscacacsesessssesescecasseseseseeseaescaeasaeeaeeeeesacseasassesneneneatens 24 Identifying Blocks Key BLOCK uu sesceeceeees Other BlOCKS eesesecseseseeeeeeeeeeeseeteseeseeeeeeeeeeteees Tabs Next Block Options cccssssceseeeeseeeees Querying Information
23. e ENTER QUERY appears in the Status Line Execute Query In query mode searches the database and displays data that matched the search criteria Exit From forms and windows exits you from the form or window From menus exits you from the Banner system From query mode cancels the query and takes the form out of query mode Exit with Value From a called form returns you to the calling form and enters the highlighted value into the field that called the form From a List of Values LOV returns you to the calling form and enters the highlighted value into the field that called the form Exit without Value From forms and windows exits you from the form or window From menus exits you from the Banner system From query mode cancels the query and takes the form out of query mode Field Area in a form where you can enter query change information or where existing information is displayed Banner describes fields as enabled disabled enterable or display only Form Screen allowing the display update of information Help Displays the Oracle help window for the current field Inquiry Form Form used to look up existing information on the database Allows you to view but not update An inquiry form will have the letter I in the third position of the form name List of Values LOV Window containing valid items available for entry into a field Displays a list of values for the current field if appears in the status line
24. e Suite e Systems e Modules e Forms e Fields This image shows the structure of Banner Suite components including sample systems modules forms and fields Suite SCT Banner System System System System System Financial General Financial Aid Student Advancement Modules Modules Modules Modules Modules Modules Benefits Accounts Payable Security Loan Processing Registration Pledge Payroll Fixed Assets Access Control Student Employment Academic History Membership Forms Forms Forms Forms Forms Forms PPAIDEN FAIVNDH GOATPAD RPALAPP SOAIDEN AGAPLDG PDABENE FFAMAST GSASECR SHATERM AAAMEMB Fields Fields Fields Fields Fields Fields ID Vendor PIN Fund Code Name Pledge Address Asset Tag User ID Aid Year Start Term Program Naming Conventions All Banner forms reports jobs and tables have seven character names that follow the structure rules outlined below Using the Student Person Identification or PPAIDEN form as an example Name P P A l D E N Position 1 2 3 4 5 6 7 Position 1 identifies the product owning the form report process or table In the case of the PPAIDEN form the first letter P refers to HR Payroll Personnel Position 2 identifies the application module owning the form report process or table In the case of the PPAIDEN form the second letter P refers to General Person Position 3 identifies the type of form report job or table In the case of the PPAIDEN form
25. efine the values that can be entered in specified fields on application forms A validation form will have the letter V in the third position of the form name Window An information area being displayed 42 February 2010 Banner Navigation Appendix A Form Name Structure Position 1 identifies the primary system owning the form report job or table Information Access Student Work Management Accounts Receivable A_ Alumni Development L Occupational Tax License U Utilities B Property Tax N Position Control V_ Voice Response C Courts O Customer Contact X Records Indexing D Cash Drawer P_ HR Payroll Personnel W Reserved for client F Finance Q Electronic Work Queue Y applications that G General R Financial Aid Z co exist with Banner2000 l S K T Position 2 identifies the module owning the form report job or table Reserved for client forms or modules used within a Banner2000 application character in position 1 does not equal W Y or Z General G Student S Finance F E Event Management A Admissions A Accounts Payable J_ Job Submission C Catalog B Budget Development L Letter Generation E Support Services C Cost Accounting Registration Fee O Overall F Assessment E Electronic Data Intercha
26. ent System Shared Data U Utility Information Access I T Validation form table X Tax Administration S Student U Utility R Financial Aid All Products Ww Y Z Banner Navigation Position 3 identifies the type of form report job or table General G Student S Finance F A Application form A Application form A Application form B Base table B Base table B Base table Batch COBOL process l Inquiry form l Inquiry form l Inquiry form P Process M Maintenance form 0 Online COBOL process Q Query form Q Query form Q Query form R Rule table R Rule table R Rule table Repeating table Repeating table Repeating table Report process Report process Validation form table Validation form table Report process V View vV View T General maintenance Temporary table Validation form table V View Accounts Receivable T A Application form P Process R Report l Inquiry form Q Query form vV Validation form table Financial Aid R HR Payroll Personnel P Position Control N Alumni Development A A Application form A Application form A Application form B Base table B Base table B Base table l Inquiry form Batch COBOL process C Called list form P Process report l Inquiry form l Inquiry form R Rule table P Process P Process report Repeating rules table R Rule table R Repeating rules table Rep
27. enu allows you to select forms in Banner Each system in Banner is represented by a folder which can be expanded to view nested folders or forms in that system You can easily navigate through the system by expanding the nested folders Once you see the item you want listed open it by double clicking File Edit Opt Query Tools Help aiaia UBN8 Friday February GoTo Bd welcome Jennifer Gabel jons Block Item Record Emy Banner e My Links IBanner student STUDENT Change Banner Password Advancement ALUMNI Financial FINANCE Human Resources HRS Applicant Administration HRSAPPLCNT UNO Documentation Electronic Approvals HRSELECAPPR i jographi formation HRSPERSON Check Banner Messages UNO Project Site UNO News Personal Link 4 E Employee Search Form Employee Applicant COBRA POIIDEN Personal Link 5 One Time Payment PEA1PAY One Time Payment Inquiry PEI1PAY Address List Inquiry PPIADDR Comment PPACMNT My Institution Person Experience PPAEXPR B General Information PPAGENL Certification Information PPACERT E Person Skills PPASKIL A e a Banner Broadcast Messages Personal Link 6 a Press ENTER to start selection or expand collapse menu Record 1 1 as lt osc gt February 2010 13 Banner Navigation Navigating Using the Form Name You can navigate to a form by using the seven let
28. eral Operating Policies Section 2 90 contains specific information related to disclosure of records and information 4 February 2010 Banner Navigation Account Structure What is FOAPAL FOAPAL is the acronym for the account number within the Banner system Each letter represents a piece of the account number Fund Organization Account Program Activity and Location FOAPAL is the key used for entering financial transactions Required Segments Optional Segments Chart Organization Program Activity C o P A The shortcut To process accounting transactions departments will need to use an Index Code and an Account Code Index The charge center where the payroll expenditures related to the employee will be posted for each pay period Entry of the index will automatically populate the corresponding Fund Organization Program and in some cases Activity and or Location Account Code Type of expenditure transactions For payroll related transactions these values are automatically generated from the Banner Human Resources System Example The Index number 100839 was entered This is what is displayed Index Fund Orgn Account Program Activity Location Project Baj amp zj Ba 6a z fed Z 100839 110000 530340 1310 February 2010 5 Banner Navigation Banner Navigation Getting Started In this section you are given some background information that you will need before you can start
29. field in the current block Next Moves the cursor to the next enterable field in the current block Occasionally Next field moves the cursor to the first enterable field in the next block Clear Clears all information from the current field on your display information is not removed from any records or tables Duplicate In a blank row of a repeating record copies the contents of the same field in the previous record into the new record This is different from using copy and paste 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 Next 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 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 information from the current record on your display information is not removed from any records or tables Remove Removes all information from the current record When you click Save the removed information is deleted There is NO undo for Remove so any Remove action is permanent Insert Inserts a new blank record into the list of existing records
30. ft pane Click in the right pane where you want to place the new menu items Click the Insert Selection button in the middle of the form Deleting selected objects from a personal menu l 2 Access the My Banner Maintenance form GUAPMNU In the right pane select each object you want to delete When you select an object the name is highlighted Click the Delete button in the middle of the form The selected objects are deleted Click the Save button E Deleting all objects from a personal menu Access the My Banner Maintenance form GUAPMNU Click the Delete All button in the middle of the form Click the Save button E February 2010 37 Banner Navigation Help If you need HELP with Banner Navigation Web Time and Leave Entry or Self Service e Call the ICT HelpDesk at 646 HELP 4357 e E mail help_admin nmsu edu e For online help documentation and interactive online training demos go to http hr nmsu edu hrs documents demos html 38 February 2010 Banner Navigation Glossary The following information describes standard terms used within the Banner System Alert Box A type of dialog box that pops up to notify you of a condition that may affect how you can enter information or the kind of information you can enter It requires you to acknowledge the message before you can continue Application form Form used to enter update or query information An application form will
31. he code that is in error Display ID Image With the cursor in an ID field the image associated with the ID will be displayed if available Calendar Displays the calendar Calculator Displays the calculator Extract Data with This allows you to Extract Data with Key information to a csv file pad Data No Allows you to Extract Data without Key Information to a csv file Tea Allows you to do the following Apport e Turn SQL Trace On e Turn SQL Trace Off e Set Query Optimizer to o All rows o First rows o First rows 1 o First rows 10 o First rows 100 o Rule e Reconnect to Database About Banner Displays the About Banner form GUAABOT which identifies the current form release number date and time February 2010 21 Banner Navigation Using Shortcuts to Navigate Banner offers you many ways to accomplish most tasks When using a form there are three ways to execute commands through the menu bar the toolbar standard buttons and keyboard equivalents Using the Toolbar The toolbar is comprised of Standard Buttons used to execute commands Many of these buttons have a command that can be found in the menu bar When you need to use one of the standard buttons simply click on the button Save Previous Block View Send Message Rollback Next Block Print Select Workflow Submit Exit Workflow Release Broadcast Message p Fine Grain Access to BDMS Add Document F f Next Reco
32. k stays on the form as subsequent blocks appear Occasionally another window may appear on top of the key block if the window is unusually large or if the key block is not pertinent to the window When the cursor is in the key block enterable fields in the key block are enabled When you leave the key block enterable fields in the key block are disabled Other Blocks Other blocks contain additional details pertaining to the key block information Each block contains information related to the key block and is usually enclosed in an outlined box The number of other blocks will vary from form to form and often contain optional fields 26 February 2010 Banner Navigation Tabs Next Block Options Often a form will have more information than can be displayed on one screen When this is the case you can view additional information by clicking on the page tabs by using the Next Block button Kea or by using the Options menu File Edit Options Block Item Record Qu elp la AAR HR A ai AIR ce ee X aldentification PPAIDEN 8 2 UBN8 ID fi mrs Jennifer Lee Gabel Generate ID omens e En Alternate Identification Address Telephone Biographical E mail Emergency Contact Additional Identification 1D Name Type fea Ssn SIN TIN Person ID and Name Source Last Name Gabel Last Update First Name Jennifer Middle Name Lee User MAPADILL Prefix Mrs Activity Date 28
33. ms e Common Search Fields e Searching for a Person e Searching for an Entity e Searching Phonetically e Searching with More Detail Defining Query Functions The following functions are query functions that can be used in Banner All of these functions are located in the Query menu on the Menu Bar These functions are active only when the form or field you are in is available for a query Enter Puts the form into query mode so you can enter search criteria to see what information is already in the database Enter Query appears in the status line Execute Searches the database and displays the first set of records that match your search criteria This function is enabled only if you are in query mode Last Criteria Enters the criteria from your last search You can change any of the criteria This function is enabled only if you are in query mode Cancel Cancels the query and takes the form out of query mode Count Hits Counts the number of records that match the search criteria and displays that number in the auto hint Fetch Next Set Replaces the current set of displayed records with the next set of records if more records match the search criteria than fit in the window This function is enabled only if you are in query mode February 2010 29 Banner Navigation Using Wildcards in a Search You may not always know the exact wording or spelling for which you are searching You
34. nagement system for SCT Banner applications It is designed to Management meet the imaging and document management requirements of higher Suite education Workflow An SCT solution that automates simplifies directs and manages the flow of information through an entire organization SCT Workflow can pass electronic documents information and tasks from one role player to the next for action according to NMSU business rules 20 February 2010 Banner Navigation Help Menu This pull down menu contains a number of forms of help Online Help Displays new online information for the current field Note Disable if online help is not available for the 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 traditional help for a field block or form Help 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 valid entries for the current field if one is available Note The field name will be highlighted in blue and List of Values is indicated in the Status Line Display Error If an Oracle error occurs displays t
35. new Enterprise Resource Plan ERP system NMSU employees use to access vital university administrative information You must access INB through a Web browser Once you have logged onto Banner you will be presented with the Main Menu This menu is the starting point for navigating throughout Banner Menu Bar Eile edit options Block Item Reet rd Query Tools Help Tool gt a E ME B T ee X Title Bar pP a General Menu GUAGMNU 8 2 UBN8 Friday February 12 2010 Last login Thursday February 2010 10 20 AM Go To 7 Welcome Jennifer Gabel Products 7 Menu Site Map Help Center ja My Banner My Links SBanner student STUDENT Advancement ALUMNI Financial FINANCE Human Resources HRS hess cts Q Financial Aid RESOURCE General GENERAL Banner XtenderSolutions System Menu BXS Banner Security SECURITY Personal Link 4 Change Banner Password Check Banner Messages UNO Documentation UNO News Personal Link 5 Personal Link 6 My Institution Banner Broadcast Messages Auto Hint Enter the object name Press LIST for listing Status Line p gt eet el l lt osc gt Menu Bar Using the menu bar at the top of every form you can access an option using a drop down menu at any time except when you are working with a dialog box alert box or List of Values LOVs If a menu item is dimmed the item is unavailable Tool Bar
36. nge P Purge G General Student F Fixed Assets S Security H Grades Academic History G General Ledger T Validation form table I Faculty Load I Investment Management U Utility K Reserved for SCT Intl UkK O Operations X Cross product L Location Management P Purchasing Procurement Accounts Receivable T M CAPP R Research Accounting Finance Accounts Receivable O Overall S Stores Inventory General Accounts G Receivable P Person T Validation form table O Overall R Recruiting U Utility Student Accounts S Receivable S Schedule X Archive Purge T Validation form table T Validation form table Alumni Development A U Utility U Utility A Membership HR Payroll Personnel P Financial Aid R Position Control N D Designation B Budgeting A Application E Event Management C Record Creation B Budget F Campaign E Electronic Data Exchange C COBRA G Pledge and Gift F Funds Management D Benefit Deductions Pledge Payment H _ History and Transcripts E Employee M Prospect Management J Student Employment H Time Reporting History O Organization L Logging O Overall P_ Constituent Person N Need Analysis P General Person S Solicitor Organization O Common Functions R Electronic Approvals T Validation form table P Packaging amp Disbursements S Security U Utility R Requirements Tracking T Validation rule table X Expected Matching Gift S Stud
37. o 7 My Institution http www nmsu edu SUGARI HIGHER EDUCATION 4 Type the seven character name of the form in the field next to Go To 5 Press ENTER Note When you use Direct Access from a form the current form remains open When you exit the requested form job or Quick Flow you are returned to the original calling form Searching for a Form You can search for a form using Object Search if you know part of the name description or type If you do not know the exact form name this is a very useful search tool There are three ways to access Object Search e On the Main Menu double click the Go To field e On the Main Menu select the Search button hd next to the Go To field e On the File menu click Object Search The Object Search form displays 7 Click the Execute Query button A A list of the forms matching your criteria displays 8 Scroll through the list and double click the form name The form displays February 2010 15 Banner Navigation Selecting a Recently Accessed Form To reopen a form that you had used in your current Banner session the File menu lists the last 10 recently used forms at the bottom of the drop down menu You can reopen any of these forms by simply selecting the form name you wish to access ae Edit Options Block Item Record Query Tools Object Search QuickFlow elect vE Refresh Print Exit Exit QuickFlow Exit SCT Banner Return t
38. o Menu in D Preferences RULE Schedule Processing Rules SAPREQ Schedule Prerequisite and Test Score Restrictions SABSCQ Block Schedule Section Query O4APPT Person Appointments Contacts PAIDEN General Person Identification OAPCOL Prior College OAHSCH High School Information PAPERS General Person UTGMNU General Person pon ans WO NS oe ID 1 1M mM mM mM IM IM G 10 GUAOBIS Object Maintenance Note The forms that do not appear in this list are the QuickFlow GUAQFLW Direct Access GUAPARM and Object Search GUIOBJ S forms 16 February 2010 Banner Navigation Using the Menu Bar The menu bar comprises several option menus These menus give you the commands you will need to use while working in Banner The following menus are available in the Banner menu bar e File menu e Edit menu e Options menu e Block menu e Item menu e Record menu e Query menu e Tools menu e Help menu File Menu The File menu contains standard SunGard SCT Banner and Oracle functions Some of the menu items call other forms When you exit the called form you return to the form you were previously using Direct Access Displays the Direct Access form GUAPARM which is used to access a form by its seven character name Object Search Displays the Object Search form GUIOBJS which is used to search for a menu form job or QuickFlow with part of the name description or t
39. ort Repeating table T Temporary table Validation form table T Temporary table Report process V View Validation form table V View V Validation form table Information Access R Report Positions 4 5 6 and 7 uniquely identify the form report job or table Examples SPAIDEN ADPFEED PTVESKL S Student A Alumni Development P Personnel P Person D Designation T Validation form Table A Application P Process V Validation form Table IDEN Identification FEED Feed to Finance ESKL Employee Skill 44 February 2010 Banner Navigation Notes February 2010 45 Banner Navigation Notes 46 February 2010
40. rd BDMS Display Document View Supplemental Data Cancel Query Previous Record ps a Remove Record Execute Query Multi Institution not Enabled Insert Record Enter Query 22 February 2010 Banner Navigation Keyboard Equivalents In many cases you can use combinations of keyboard keys to access a form window block or field To access a form with keyboard equivalents 1 Read the Auto Hint message to determine whether a predefined function lets you navigate to another form Count Query Hits Duplicate Field Duplicate Record Exit with Value and List are the most commonly predefined functions 2 Ifa predefined function is available use Show Keys from the toolbar or the help pull down menu to find the keyboard equivalent for the predefined function To access a tab or block with keyboard equivalents Use the keyboard equivalents for Next Block CTRL PAGE DOWN and Previous Block CTRL PAGE UP to move among blocks or tabs If the Next and Previous Blocks are in another tab these keys take you to the other window Sometimes there are actually two blocks that visually appear to be one making it seem as though you are moving within the same block To access a field with keyboard equivalents Use the TAB key Next Field and SHIFT TAB keys Previous Field to move among fields If a field has the auto skip feature the cursor automatically moves to the next field as soon as you enter the required number of characters
41. s Feedback Quick Support Instructions and troubleshooting guides Search NMSU Home ee 2006 NMSU Board of Regents Legal Information 2 Click on the Banner link eom TO f You can create a bookmark in your browser for quick access to Banner 8 February 2010 Banner Navigation The Logon screen will be displayed ALARA Username Password Database 3 Enter Username and Password 4 Database field remains blank 5 Click on the Connect button The General Menu form GUAGMNU will be displayed File Edit Options Block Item Record Query Tools Help aD AAR RSI BSS A SiR Sa ISiei General Menu GUAGMNU M Go To kd welcome Jennifer Gabel Products E Menu Site Map Help Center nm Emy Banner My Links Banner student STUDENT Change Banner Password J Advancement ALUMNI Check Banner Messages Financial FINANCE j UNO Project Site C Human Resources HRS Financial Aid RESOURCE UNO Documentation General GENERAL Banner XtenderSolutions System Menu BXS J Banner Security SECURITY Personal Link 4 UNO News Personal Link 5 Personal Link 6 My Institution Banner Broadcast Messages Enter the object name Press LIST for listing Record 1 1 February 2010 9 Banner Navigation Introducing the Banner Interface Internet Native Banner INB is the Web version of the
42. ter form name in the Direct Access Go To field Direct Access can be used from either the Main Menu or a form Once you are accustomed to Banner s interface and the form names Direct Access is very convenient Using Direct Access from the Main Menu The Main Menu has the option of Direct Access from the Go To field File Edit Options Block Item Record Query Tools Help aw Ble Wi CEMAES geome Jennifer Gabel Products B Menu Site Map Help Center MMMM z JMy Banner My Links Banner student STUDENT Change Banner Password Advancement ALUMNI Check Banner Messages Financial FINANCE a UNO Project Site Human Resources HRS Financial Aid RESOURCE UNO Documentation General GENERAL Banner xtenderSolutions System Menu BXS Banner Security SECURITY Personal Link 4 UNO News Personal Link 5 Personal Link 6 My Institution Banner Broadcast Messages Enter the object name Press LIST for listing Record 1 1 VOE z2 lt osc gt 1 Inthe Go To field type the seven character name of the form 2 Press ENTER The form displays 14 February 2010 Banner Navigation Using Direct Access from a Form You can also use Direct Access while a form is open 3 From the File menu click Direct Access The Go To menu will display at the top of your current form a Identification PPAIDEN 8 2 UBN8 s red Go T
43. tifying information such as an ID or record identifier e Other Blocks contain information pertaining to the key block information A form contains at least two blocks one key block and one other block Each other block can be identified by the bordered edge Most blocks have a title There are three exceptions e A key block does not have a title e Ifa form or window has only one block the block does not have a title e Ifa form has a key block and only one other block the second block has no title Generate ID Key e em Cer ate dentfcation 5 elephaone Biographical Emergency Contact ID Name Type kd Person ID and Name Source Last Name Last Update First Name Middle Name User Other Prefix Activity Date Suffix Origin Preferred First Name Full Legal Name Other Original Creation Non Person User Create Date Other Name February 2010 25 Banner Navigation Key Block The first block key block on most forms contains key information like an ID number or record identifier The key block determines what is entered or displayed on the rest of the form All information on the form references the key block The key block has at least one field and sometimes more For example a form that maintains population selection information may have key block fields for both an application and a selection ID population selection The key bloc
44. titution Banner Broadcast Messages Press ENTER to start selection or expandicallapse menu Record 1 1 as eal lt osc The My Banner Maintenance form GUAPMNU is used to create and change your personal menu your personal menu You can access your personal menu from the Main Menu A personal menu is tied to your Banner username which means that no matter where you log on to Banner your personal menu will be available 34 February 2010 Banner Navigation The field above the right pane shows the Banner username associated with the person logged on to the system CAMI s Personal Menu Type Oracle Forms module Object Description AAAACKN Dues Acknowledgement AABACKR Dues Acknowledgement Rules 444ADIS Dues Adjustment 444CMEM Co Member ARADIN Dues Installment AAADUES Dues Entry AAAMBDP AAAMBRL Membership Default Benefit Premium Rul Membership Rules AAAMEMB Membership Description AAAMINT Interest Header AAAMSHP Membership Program Header AAAPOOL Membership Pool Inquiry 4ACDADI Dues Adjustment List AACDUES Dues List AACMBIN Program Interest List AACMEMB Membership by ID List AACMIIN AACMINT Interest by ID List Interest List AACMSHP Membership Program List ADAADAI Designation Adjustments
45. ype QuickFlow Displays the QuickFlow form GUAQFLW which is used to access a QuickFlow Select Returns you to the calling form and enters the selected value into the field that called the form Rollback On Application and Inquiry forms Clears all information except key information and returns the cursor to the first field in the key block On Validation and Query forms Returns the cursor to the first field on the form Save Saves all changes entered since the last time you saved Refresh Clears the Auto Hint line Print Prints the current window with the date and time in the title bar February 2010 17 Banner Navigation Exit On forms and windows Exits you from the form window or Banner if you are located at the Main Menu On Main Menu Exits you from Banner In Query mode Cancels the query and takes the form out of query mode Exit QuickFlow Exits you from a QuickFlow Preferences Displays the Personal Preferences Maintenance form GUAUPREF which is used to customize your view of Banner Accessed forms List the recently accessed forms in the current logged on session and allows you to quickly re access forms that were previously viewed in your current session up to ten Edit Menu This pull down menu contains the functions used to edit text items Cut Cuts selected text and places it on the clipboard Copy Copies selected text
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