Banner Training, Navigation - Northeastern State University

Banner Training, Navigation - Northeastern State University
Banner Training
Navigation
Manual Version 4.0
Banner Version 8.3.0.5
Table of Contents
Chapter 1: Banner Introduction .................................................................................................................... 2
What is Banner? ........................................................................................................................................ 2
How to log in ............................................................................................................................................. 2
Chapter 2: General menu and Navigation .................................................................................................... 4
Menu Bar .................................................................................................................................................. 5
Tool Bar ..................................................................................................................................................... 5
Title Bar ..................................................................................................................................................... 5
Direct Access ............................................................................................................................................. 6
Hierarchical Menu Tree Structure ............................................................................................................ 6
Last 10 Forms in the File Pull-Down Menu ............................................................................................... 6
Auto Hint and Status Line ......................................................................................................................... 7
Site Map .................................................................................................................................................... 8
Chapter 3: Banner Forms .............................................................................................................................. 9
Parts of a Form ........................................................................................................................................ 10
Blocks ...................................................................................................................................................... 11
Fields ....................................................................................................................................................... 13
Chapter 4: Searching ................................................................................................................................... 17
Search using a Wildcard .......................................................................................................................... 17
Object Search .......................................................................................................................................... 19
Querying the Database ............................................................................................................................... 21
Wildcard Characters................................................................................................................................ 21
Query Functions ...................................................................................................................................... 21
Perform a Basic Query ............................................................................................................................ 22
Multiple Methods to Perform Functions and Tasks ............................................................................... 23
Features Distinctive to Banner................................................................................................................ 25
APPENDIX A ................................................................................................................................................. 27
Form Naming Conventions ..................................................................................................................... 27
Help and Online Assistance..................................................................................................................... 34
Using Help ............................................................................................................................................... 35
Banner Navigation Short Cut Keys ......................................................................................................... 37
Appendix B .................................................................................................................................................. 39
Banner General Rules for Clean and Accurate Records .......................................................................... 39
Chapter 1: Banner Introduction
What is Banner?
Banner is a Web-based, administrative software application developed specifically for higher education
institutions by a company named Sungard Higher Education.
Banner provides an online environment that allows users to perform administrative functions in a highly
efficient manner. Data is entered into a database, and integrated and shared among different
departments across the University.
How to log in
Banner is accessed via the Northeastern State University portal at http://go.nsuok.edu.
1. Using Internet Explorer, go to the Portal website.
2. Enter your same Username and Password that you use for GreenMail, click Login.
2
3. On the Home Community tab, click the desired channel
4. Once on the chosen channel, refer to the “Banner Links” box for access to Banner and Self-Service
Banner.
3
Chapter 2: General menu and Navigation
The Banner Main Menu will be displayed after successfully logging on to Banner. The Main Menu
provides an overview of the menus, forms, and jobs in Banner.
Components of the Main Menu include:
 Menu Bar
 Tool Bar
 Title Bar
 Go To… field – Direct Access
 Hierarchical menu
 Auto Hint/ Status Line
Menu Bar
Tool Bar
BBarBarB
Bar
Title Bar
Go To…
field
Hierarchical
Menu
Auto Hint/ Status Line
asdLineLine LineLine
4
Menu Bar
The Banner Menu Bar, located at the top of every form, contains pull-down menus. It offers
a variety of options for navigating within Banner. The Menu Bar is accessible anytime except
when a dialog box, alert box, or list of values (LOV) is displayed on the screen.
There are nine pull-down menus on the Menu Bar, each with a variety of selections.
Tool Bar
The Banner Tool Bar contains buttons that perform common functions. It is located directly
under the Menu Bar.
To access a Tool Bar button:
Select the appropriate button. You can click a button any time, except when you are in a
dialog box, alert box, or List of Values (LOV). (You must respond to these windows before you
can select a button.) If a button is dimmed, then it is disabled and cannot be clicked.
Title Bar
The Title Bar of all Banner forms shows the description, form name, version number, and database:
Bubble Help
When you move your cursor over a button and pause, a tool tip appears with text that
describes the function of the button.
5
Direct Access
Direct Access is entering the name of the form (e.g., SPAIDEN, SAAADMS, TSAAREV) in the
Go To… field of the Main Menu. When the Main Menu is open, your cursor focus will automatically
be in the Go To… field. Simply type the name of the form and press ENTER on your keyboard.
You can also access forms using Direct Access if you are not in the Main Menu. Choose File >
Direct Access, then enter the name of the form, and press ENTER. You will be taken to the form
you chose (if you have access to that form).
Hierarchical Menu Tree Structure
When accessing Forms from the Main Menu they are displayed as a hierarchy. You can expand and
collapse content by clicking on the folders.
Closed folder
Select the closed folder to the left of an
item to expand and view items contained
under it.
Open folder
Select the open folder sign to collapse
the menu into the original item.
Last 10 Forms in the File Pull-Down Menu
You can quickly re-access a form that was previously opened in the current session. The
bottom of the File pull-down menu lists the last forms (up to ten) you used in the current session. You can
re-access any form in the list.
Note:
The only forms that never appear in this list are the QuickFlow Form (GUAQFLW), Direct Access Form (GUAPARM),
and Object Search Form (GUIOBJS).
To access a form from the File pull-down menu:
1. Access the File pull-down menu.
2. Select the form name from the list at the bottom of the pull-down menu.
6
Auto Hint and Status Line
Auto Hint
The Auto Hint at the bottom of the form may contain the following information for the field where
the cursor is located:




Brief field description
Error and processing messages
Keyboard shortcuts
Instructions for accessing other blocks, windows, or forms from the field
Tip: If you have typed something that is not allowed in the field, read the message on the Auto Hint
line. To clear the message, select the Help button once; this will re-display the original information
about that field.
Status Line
The Status Line directly under the Auto Hint 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 Values: Indicates the field has a List of Values.
Enter-Query: Indicates the form is in query mode.
7
Site Map
The Site Map provides an all-encompassing look at the Banner menus.
8
Chapter 3: Banner Forms
Banner is composed of forms. Forms are what might also be referred to as screens or windows. Think
of Banner forms as paper forms. Each form represents a specific body of information, such as a name
and address form or class schedule form.
PLEASE NOTE: YOU WILL ONLY SEE THE NAMES OF FORMS TO WHICH YOU HAVE ACCESS .
Every form has a unique 7-character name (e.g., SPAIDEN) and a description of the form (e.g.,
General Person Identification Form). For information about how Banner forms are named, see the
appendix Banner Naming Conventions.
Information in Banner forms, like paper forms, is arranged in blocks. Understanding Banner
navigation and the many functions a form has, will better help you in retrieving data.
A form is an online document where you can enter and look up information in the database. A form
visually organizes information so it is easier to enter and read. A Banner form is similar to a paper form,
except information is entered once and then used by other forms, reports, and jobs.
Forms can include windows, dialog boxes, and alert boxes.
For example, in the picture below, the red box outlines the SPAIDEN form.
9
Parts of a Form
A form is composed of multiple parts. Not all parts can be seen on all forms. These parts will be
described below.
Item
Description
Title Bar
May display the form’s descriptive name, the seven character ID
name, the software version number and the database name.
Key Block
Contains information that determines what is entered or
displayed on the remainder of the form.
Information Block
Displays data about the information entered in the Key Block.
Area where you enter information prior to updating a record.
Search Icon
Calls up the set-up form that contains the pre-entered data for
you to select an ID.
Field
Area on a form where you can enter, query, change, and display
specific information.
10
Item
Description
Tabs
Tabs are used to arrange information in a meaningful way, and allow
you to navigate easily between groups or blocks of information.
Radio
button
Checkbox
Pull-down
list
Used to select one of several options. Only one radio button can be
selected at a time.
Used to enable or disable features or options.
Used to select a field value from a list of pre-defined values. A
down arrow in the right side of the field indicates that the field has a
pull-down list.
Blocks
A block is a section of a form or window that contains related information. If a form or window contains
more than one block, each block (except the key block) may be enclosed in a beveled box.
Blocks:
 Group information together
 Can be one or more on a screen
 May be organized on tabs within a form
 Think of them as “sections” on a form
11
For example, a student’s record in SPAIDEN contains the following blocks: Current Identification (A), Person
Name Information (B), and Non-Person Information (C).
There are two types of blocks, a Key Block and an Information Block
Key Block





The place you start on a form.
Every form has a Key Block.
A unique code is entered such as an ID number, term code or document number.
Lets Banner know what piece of information you want to retrieve.
The rest of the information on the form will refer to the information that you enter on the
Key Block.
Information Block


Section that contains related information to what was entered in the Key block.
A line may separate each Information block on the form.
12
Navigating Blocks
To navigate in between blocks or tabs, you would use the Next Block or Previous Block functions. These are
icons located on the Tool Bar in a form. If you prefer to use keystrokes for navigation, you can use Ctrl-Page
Down to reach the Next Block or Ctrl-Page Up for the Previous Block.
Next Block
Previous Block
Fields
Fields are labeled space within a block. You can enter, query, change and/or display specific information
within a field.
13
There is usually more than one field on a form. Below is an example of a form and some of its fields
have been marked as examples.
Field States
A field can be in one of two different states on a form: Enabled or Disabled.
Enabled


Cursor is allowed in the field.
Information in the field is displayed in black text.
Disabled


Cursor is not allowed in the field.
If information exists, it cannot be changed.
NOTE: YOU MAY NOT BE ABLE TO NAVIGATE TO ALL FIELDS WITHIN A FORM . ON QUERY ONLY FORMS , YOU
FREQUENTLY CANNOT MOVE THROUGH ANY FIELDS AT ALL .
14
Field Values
Any data that is entered or displayed in a field is a value. There are two types of values as detailed in the
chart below.
NOTE: THE NAMES OF THE FIELDS THAT HAVE A PRE -DEFINED VALUE , OR LOV, HAVE A DROP DOWN ARROW NEXT
TO THE FIELD . FIELDS THAT YOU CAN SEARCH FOR A VALUE IN THE DATABASE ALSO HAVE A DROP - DOWN ARROW
NEXT TO THE FIELD . T HE MOST COMMON EXAMPLE IS THE ID FIELD ON THE %I DEN FORMS.
Type
Description
Example
Free-format
Free access to type in
whatever information is
required.
Street addresses
Not previously defined on
a validation form.
List of Values (LOV)
Data on the LOV comes
from previously defined
values on a validation
form.
State codes – FL, PA,
DE
When you double-click on
a LOV field. Use a Search
icon or press the F9 key,
previously defined values
are displayed.
Search Field
If a field is a search field
you must click the search
icon to search.
ID, Last Name, First
Name
15
Navigating Fields
To navigate between fields, use the next and previous field keystrokes as detailed below.
Function
Command
Next Field
Tab OR Enter
Previous Field
Shift + Tab
NOTE: YOU MAY ALSO NAVIGATE BETWEEN FIELDS USING THE ITEM PULL -DOWN MENU ON THE MENU BAR.
16
Chapter 4: Searching
Search using a Wildcard
A wildcard is a special character that represents one or more other characters. Use wildcard symbols %
and _ in the search criteria.


% (percent sign) represents any number of characters
_ (underscore) represents one occurrence of a character
NOTE: MA IS USED AS AN EXAMPLE. THE WILDCARD SYMBOLS CAN BE USED WITH ANY COMBINATION OF LETTERS
IN ANY ORDER .
To get these results...
All entries that contain ma
All entries that begin with ma
All entries that end with ma
All entries that have m as a second
character
Enter these criteria...
%ma%
ma%
%ma
_m%
1. Press Tab to place the cursor within the Name field.
Type as much of the name as possible and then place % at the end to signal where you are unsure of the
values. The screen shot below shows an example.
Press Enter when you are ready to search. The ID and Name Extended Search window will appear.
17
2. Click on the Search Results field drop down (A); the list of results will appear.
If the Wildcard produced too many results for you to determine the correct user, additional search
criteria may be entered into this window; see the screen shot below (B).
After entering additional criteria, click the magnifying glass icon (C) to continue the search. The new
results can be viewed within the Search Results drop down (A).
18
Object Search
You can use Object Search to access a form if you know part of its name, description, or type.
When you use Object Search from a form, the current form remains open. When you exit the requested
object, you return to the original form.
NOTE: YOU CANNOT SEARCH FOR AN OBJECT USING CODE /DESCRIPTION LOOKUP IN THIS FIELD. YOU CAN,
HOWEVER, SEARCH BY SELECTING THE SEARCH BUTTON AND THEN PERFORMING YOUR SEARCH ON GUIOBJS.
To use Object Search:
1. Double-click the Go To... field on the main menu OR Select File > Object Search from any form.
NOTE: YOU CAN USE THE UP AND DOWN ARROW KEYS WITHIN THE GO TO FIELD TO SCROLL THROUGH FORMS
THAT YOU HAVE PREVIOUSLY ACCESSED IN THE B ANNER SESSION . PRESS E NTER TO GO TO THAT FORM .
OR
The Object Search Form (GUIOBJS) will appear.
19
2. Enter your search criteria on the Object Search form (A). You can use any or all of the
Name, Description, and Type fields. You can use the Oracle wildcards % and _.
Select Query > Execute (also known as Execute Query) (B). A list of all matches will appear.
3. Find the desired name. You may need to use the scroll bar on the right side depending on list length.
Double-click the desired name or click Start. The object selected will appear.
20
Querying the Database
To look up information in a database, you perform a query. In Banner, this is accomplished by entering
the search criteria into a form and executing the query. Inquiry and query forms are designed for this
purpose, but you can also execute a query from most of the application forms.
Wildcard Characters
Wildcard characters can be useful when performing queries. A wildcard is a special symbol that
represents one or more characters. This enables you to enter search criteria in a query form without
having to type the entire word or phrase you are searching for. Wildcards will also allow you to find
multiple records with a single query.
Banner allows the use of two wildcard characters: the percent sign (%) and the underscore (_). The %
represents any combination of characters. The _ represents a single occurrence of any character.
To obtain these search results
All entries containing the characters ha
Entries beginning with the characters ha
Entries ending with ha
Entries where h is the second character
Enter this as your
search criteria
%ha%
ha%
%ha
_h%
Query Functions
The following functions are used to perform queries in Banner. The Enter, Execute, and Cancel functions
are available via icons on the Horizontal Tool Bar. They are also available on the Query pull-down menu,
along with the rest of the Query functions.
Enter
Erases any search results that may already be displayed in the form and allows
you to “enter” your search criteria. The phrase “Enter Query“ appears in the
status line.
Execute
Used after you have entered your search criteria, this function searches the
database and displays the results of the query.
Last Criteria
Causes the search criteria from your last search to be entered in the form.
Any of the criteria can be changed prior to executing the query.
Cancel
Cancels the query if the form is in query mode or exits the form (if not in
query mode).
Count Hits
Counts the number of records that will be returned by the search criteria.
This number is displayed in the Auto Hint Line.
21
Fetch Next Set
Replaces records currently displayed in the window with the next set of
records that match the search criteria.
Perform a Basic Query
1.
Open the form you will use to execute the query.
2. If the form opens in query mode (i.e., the form contains no search results, and the phrase “Enter
Query” is displayed in the status line), go to step 3.
If the form opens already displaying search results, click Query/Enter or the Enter Query button
on the Horizontal Tool Bar.
3. Input the search criteria. It is possible to search for information in any field that you can access.
It is unnecessary to type the complete search criteria if you use the Banner wildcard characters
% and _. Queries in Banner are usually case-sensitive, so enter your search criteria according to
the way the data you are searching has been input.
4. Click Query/Execute or the Execute Query button on the Horizontal Tool Bar. All records that
match the search criteria will be displayed on the form.
22
Multiple Methods to Perform Functions and Tasks
A function or task is an activity performed on a Banner form. There are a variety of different ways to
perform functions or tasks: click an icon/button, click a pull-down menu selection, or press a keystroke
combination.
The method used to perform actions in Banner is entirely up to the user. The correct keystroke
combination will afford the same end result as clicking an iconic button or a pull-down menu. While
many functions or tasks can be accomplished with a choice of three techniques to perform them, not
every action has all three choices (corresponding buttons, keystrokes, and pull-down menus).
Keystrokes
Keystrokes used to perform functions or tasks can be found by clicking
Help/Show Keys or pressing Ctrl+F1 keys.
Iconic Buttons
In addition to the standard Windows response buttons (Yes, No, OK, Cancel, Exit, etc.), Banner utilizes
iconic buttons that are unique to the Banner system. Iconic buttons are simply small squares that
contain a picture (icon). These buttons are not displayed on the Horizontal Tool Bar. They are displayed
within the forms as you navigate through the Banner system.
Iconic Function
Button / Task
Description
Approve
Indicate the process is approved.
Disapprove
Indicate the process is not approved.
Calculate
Perform a calculation on data in the current
field.
Calendar
Open the Banner Calendar window.
23
Comments
Open a freeform text box to enter comments
regarding the current record.
Complete
Indicate the process is completed.
In Process
Indicate the process is started but not yet
complete.
Copy
Copy the current record(s).
Data
Indicate that data is available for the
current field.
No Data
Indicate that no data is available for the
current field.
Detail
Display detailed information for the current
record.
Summary
Display summary information for the current
record.
Maintenance
Update information in the database.
Search
Display a query form or window that allows
a search for information associated with the
current field.
24
Features Distinctive to Banner
List of Values (LOV)
As you create or modify records in the Banner database, you will encounter fields that accept only
specific codes or values. These fields display a Search button (
) immediately to the right.
The Search button is an indicator that the field may have an associated List of Values (LOV). The
LOV for the field contains all possible values that are acceptable for the field. These values are
stored in a Banner Validation form, and the entire LOV can be viewed by clicking the Search button
or double-clicking in the field box itself.
To input the correct value in a field controlled by a LOV, use one of the following methods:

Type the value or code in the field box, if known.

Type as much as you know of the desired value and use the Banner wildcard characters %
or _ to search for the code.

Click the Search button (
) next to the field or double-click in the field box to view
the entire LOV. Scroll through the LOV to find and select the desired value.
QuickFlows
QuickFlow is the Banner term that refers to a group of forms linked together in a chain. Linking
forms allows the user to be automatically directed to the next form in the chain once they have
finished with the previous form. This ensures that no steps are missed in a process, and eliminates
the need for the user to remember which form should be used in what order.
QuickFlow, like other Banner forms, have a short name (usually 3-4 characters) and a Description.
To start a QuickFlow, the short name can be entered in the Direct Access box on the General
Menu. If the short name is not known, use Object Search to locate the QuickFlow with a partial
short name or Description, combined with the Banner wildcard character (%). To see a list of all
QuickFlow, go the QuickFlow Form (GUAQFLW) form and click the search button to view the list.
25
Rollback
Rollback clears all information displayed in the information block and allows you to return to the
Key Block. Once in the Key Block, you are able to search for and select a different record to work
with or display in the form.
The Rollback button (
) is available on the Horizontal Tool Bar, or you may click Rollback on
any Options window or the File pull-down menu. If modifications to data have not been saved
prior to returning to the Key Block, Banner will prompt you to save your changes.
26
APPENDIX A
Form Naming Conventions
Banner forms, reports, jobs, and tables are given long descriptive names and short 7-character names.
Knowing how to decipher the 7-character name can tell you a lot about the purpose of a form. The
naming conventions for the Banner products purchased by NSU are included in this appendix: Student,
Finance, Human Resources, Financial Aid, and General.
27
Student
Position 2
Identifies the module within the
primary system that owns the
form, report, job, or table.
Position 1
Identifies the primary
system that owns the form,
report, job, or table.
S
Student
Position 3
Identifies the type of form,
report, job, or table.
A
Admissions
C
Catalog
E
Support Services
F
Registration/Fee Assessment
G
General Student
H
Grades/Academic History
I
Faculty Load
L
Location Management
M
CAPP
O
Overall
P
Person
R
Recruiting
S
Schedule
T
Validation Form/Table
U
Utility
W
Y
Z
Reserved for clientdeveloped forms or
modules. (Character in
position 1 not = W, Y,
Z.)
A
Application Form
B
Base Table
I
Inquiry Form
P
Process
Q
Query Form
R
Rule Table
Repeating Table
Report or Process
V
Validation Form/Table
View
Positions 4, 5, 6, 7
identifies unique, four
character name for the
form, report, job, or table.
EXAMPLES:
Form
Name
Letter
Position
S
P
A
IDEN
S
P
A
I
D E
N
1
2
3
4
5
7
6
Student
Person
Application
Identification
Description: General Person Identification Form
Form
Name
Letter
Position
S
H
R
ROLL
S
H R
R
O L
L
1
2
4
5
7
3
6
Student
Grades/Academic History
Report
Grade Roll
Description: Grade Roll to Academic History Report
28
Finance
Position 1
Identifies the primary system
that owns the form, report,
job, or table.
F
Position 2
Identifies the module within
the primary system that owns
the form, report, job, or table.
Finance
Position 3
Identifies the type of form,
report, job, or table.
A
Accounts Payable
B
Budget Development
C
Cost Accounting
E
Electronic Data Interchange
F
Fixed Assets
G
General Ledger
I
Investment Management
N
Endowment Management
O
Operations
P
Purchasing/Procurement
R
Research Accounting
S
Stores Inventory
T
Validation Form/Table
U
Utilities
X
Archive/Purge
W
Y
Z
Reserved for clientdeveloped forms or
modules. (Character in
position 1 not = W, Y,Z.)
A
Application Form
B
Base Table
I
Inquiry Form
M
Maintenance Form
Q
Query Form
R
Rule Table
Repeating Table
Report or Process
V
Validation Form/Table
View
Positions 4, 5, 6 , 7,
Identifies a unique, four
character name for the job, or
table.
EXAMPLES:
Form
Name
Letter
Position
F
O
I
DOCH
F
O
I
D
O
C
H
1
2
3
4
5
6
7
Finance
Operations
Inquiry
Document History
Description: Document History Form
Form
Name
Letter
Position
F
G
R
ACTH
F
G
R
A
C
T
H
1
2
3
4
5
6
7
Finance
General Ledger
Report
Account Hierarchy
Description: Account Hierarchy Report
29
Position 3
Identifies the type of form, report,
job, or table.
Human Resources
Position 1
Identifies the primary system that
owns the form, report, job, or table.
Position 2
Identifies the module within
the primary system that owns
the form, report, job, or table.
N
Position Control
A
P
Human Resources/
Payroll/ Personnel
A
Application Form
B
Base Table
Batch COBOL Process
I
Inquiry Form
Application
P
Process
B
Budget
R
Rule Table
C
COBRA
Repeating Table
D
Benefits/Deductions
Report or Process
E
Employee
H
Time Reporting/History
O
Overall
P
General Person
R
Electronic Approvals
S
Security
T
Table (Validation or Rule)
U
Utility
X
Tax Administration
W
Y
Z
Reserved for clientdeveloped forms or
modules. (Character in
position 1 not = W, Y,
Z.)
V
Validation Form/Table
Positions 4, 5, 6 , 7,
Identifies a unique, four
character name for the job, or
table.
EXAMPLES:
Form
Name
Letter
Position
P
H
R
DIRD
P
H
R
D
I
R
D
1
2
3
4
5
6
7
Personnel
Time Reporting/History
Report
Direct Deposit
Description: Direct Deposit Distribution Report
Form
Name
Letter
Position
N
B
A
POSN
N
B
A
P
O
S
N
1
2
3
4
5
6
7
Position Control
Budget
Application
Position Definition
Description: Position Definition Form
30
Financial Aid
Position 1
Identifies the primary system that
owns the form, report, job, or
table.
R
Financial Aid
Position 2
Identifies the module within
the primary system that owns
the form, report, job, or table.
B
Budgeting
C
Record Creation
E
Electronic Data Exchange
F
Funds Management
H
History and Transcripts
J
Student Employment
L
Logging
N
Need Analysis
O
Common Functions
P
Packaging and
Disbursements
R
Requirements Tracking
S
Student System Shared
Data
T
Validation Form/Table
U
Utility
W
Y
Z
Reserved for clientdeveloped forms or
modules. (Character in
position 1 not = W, Y,Z.)
Position 3
Identifies the type of form,
report, job, or table.
A
Application Form
B
Base Table
I
Inquiry Form
P
Process/Report
R
Rule Form
Repeating Rules Table
Report
T
Temporary Table
V
Validation Form/Table
View
Positions 4, 5, 6 , 7,
Identifies a unique, four
character name for the job, or
table.
EXAMPLES:
Form
Name
Letter
Position
R
O
A
INST
R
O
A
I
N
S
T
1
2
3
4
5
6
7
Financial Aid
Common Functions
Application
Institutional Options
Description: Institution Financial Aid Options Form
Form
Name
Letter
Position
R
T
V
AWST
R
T
V
A
W
S
T
1
2
3
4
5
6
7
Financial Aid
Table
Validation
Award Status
Description: Award Status Validation Form
31
Advancement
Position 2
Identifies the module within the
primary system that owns the
form, report, job, or table.
Position 1
Identifies the primary
system that owns the form,
report, job, or table.
A
Advancement
Position 3
Identifies the type of form,
report, job, or table.
A
Membership
D
Designation
E
Event Management
F
Campaign
G
Pledge & Gift/Pledge Payment
L
Label
M
Prospect Management
O
Organization
P
Constituent/Person
S
Solicitor Organization
T
Validation Form/Table
U
Utility
X
Expected Matching Gift
W
Y
Z
Reserved for clientdeveloped forms or
modules. (Character in
position 1 not = W, Y,
Z.)
A
Application Form
B
Base Table
C
Called/ List Form
I
Inquiry Form
P
Process/Report
Q
Query Form
R
Repeating Rules Table
T
Temporary Table
V
Validation Form or View
Positions 4, 5, 6, 7
identifies unique, four
character name for the form,
report, job, or table.
EXAMPLES:
Form
Name
Letter
Position
A
P
A
IDEN
A
P
A
I
D E
N
1
2
3
4
5
7
6
Advancement
Person
Application
Identification
Description: General Person Identification Form
Form
Name
Letter
Position
A
G
P
ACKN
A
G P
A
C
K
N
1
2
4
5
6
7
3
Advancement
Gift & Gift/Pledge Payment
Process/Report
Acknowledgement Process
Description: Acknowledgement Process
32
General
Position 1
Identifies the primary system
that owns the form, report, job,
or table.
G General
Position 2
Identifies the module within the
primary system that owns the
form, report, job, or table.
Position 3
Identifies the type of form, report,
job, or table.
A
E
Event Management
J
Job Submission
L
Letter Generation
O
Overall
P
Purge
S
Security
T
Validation Form/Table
U
Utility
X
Cross Product
Application Form
Base Table
B
Batch COBOL Process
I
Inquiry Form
O On-Line COBOL Process
Q Query Form
Rule Table
Repeating Table
R
Report or Process
General Maintenance
Reserved
for
Sadf
W clientAsdf
Y developed forms or
Z modules. (Character in
position 1 not = W, Y,Z.)
T
Temporary Table
Validation Form/Table
V
View
Positions 4, 5, 6, 7,
Identifies a unique, four
character name for the job, or
table.
EXAMPLES:
Form
Name
Letter
Position
G
U
A
UPRF
G
U
A
U
P
R
F
1
2
3
4
5
6
7
General
Utility
Application
User Preferences
Description: General User Preferences
Maintenance Form
Form
Name
Letter
Position
G
T
V
CURR
G
T
V
C
U
R
R
1
2
3
4
5
6
7
General
Validation Form/Table
Validation Form/ Table
Currency
Description: Currency Codes Validation Table
33
Help and Online Assistance
There are various types of assistance available:
 Auto Hint (mentioned previously)
 Help Center
 Online Help
Help Center
The Help Center is electronic documentation delivered by SunGard Higher Ed and is
available for many forms. Please note that this documentation is baseline, which means that if NSU
modified a form, this will not be reflected in the documentation. Also note that if online help exists for a form,
there will be no information for that form in the Banner documentation.
To access the Help Center, click Help Center next to the Site Map button at the top-right hand
side of the screen. For assistance, please send an e-mail to [email protected]
Online Help
The Online Help system is the online information for Banner forms, windows, blocks,
and fields. You can access Online Help by choosing Help from the Main Menu and then selecting Online Help
from the drop-down menu that appears.
Help icon
You can use the Online Help Tool Bar icon to access online help.
Help Center link
You can access online help from the Banner main menu by clicking the
Help Center link.
34
Using Help
Help menu The Help pull-down menu contains the various help options.
Option
Purpose
Online Help
Displays online information for the current field or form.
Dynamic Help Query
Displays the Dynamic Help Form (GUAHELP) in query mode, which is used to
display traditional 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.
Banner Bookshelf
Provides electronic access to hardcopy Banner documents directly from
your computer.
Help (Item Properties)
Show Keys
Displays the Oracle item properties window for the current field.
Displays the Keys list, which lists the functions and their equivalent
keystrokes available in your environment for the current form, window, and
field.
List
Displays the List of Values (LOV) for the current field if List of Values appears
in the status line.
Display Error
Display ID Image
If an Oracle error occurs, displays the code that is in error.
If the cursor is in an ID field, displays the image associated with the ID, if
available.
35
Option
Calendar
Purpose
Displays the Calendar Form (GUACALN), showing a calendar with the current
month open by default.
Calculator
Accesses the Calculator Form (GUACALC), which functions as a
calculator. You can use the mouse, number keys on the keyboard, or the
numeric keypad to make calculations.
Extract Data with Key
Extracts Banner data for the current block, with key data, to a spreadsheet.
Extract Data No Key
Extracts Banner data for the current block, without key data, to a
spreadsheet.
Technical Support
Contains three sub-menu options. The first two options allow you to turn the
SQL Trace feature on and off. SQL Trace is a tool that helps your technical
support staff track performance issues. The last option allows you to
reconnect to the database if necessary.
About Banner
Displays a list of installed Banner products, their release number, and their
installation date. This information will be helpful if you need to contact the
ActionLine with a question.
36
Banner Navigation Short Cut Keys
There are numerous keyboard short cuts available in BANNER. The specific keystrokes for a
function depend on your environment. The Show Keys command in the Help Menu lists the
keyboard equivalents available in your environment for the current form, window and field. In
addition, the Alt key gives quick access to the Menu Bar items.
Alt+E
Menu Bar:
Alt+B
Alt+F
Alt+O
Tool Bar (or Icon bar):
Rollback
Previous
Insert Record Previous
Block
Record
Enter
Remove
Record
Next
Record
Alt+I
Cancel
Query
Query
Save
Select
Alt+R
Next
Block
Execute
Query
Banner
Message
Alt+T
Alt+H
Alt+Q
Broadcast
Message
Print
Xtender
Supplemental
MultiData Engine
Institution
Functionality
FineGrained
Access
Online
Help
Exit
37
Banner Shortcut Keys
Function
Shortcut Key
Function
Shortcut Key
File Save
File Rollback
File Exit
F10
Shift + F7
Ctrl + Q
Block Next
Block Previous
Block Clear
Ctrl + PageDn
Ctrl + PageUp
Shift + F5
Query Enter
Query Execute
Query Cancel
Count Hits
F7
F8
Ctrl + Q Query
Shift + F2
List of Values
Display Error
Show Keys
Print Screen
F9
Shift + F1
Ctrl + F1
Shift + F8
Field Next
Field Previous
Clear
Duplicate
Tab
Shift + Tab Field
Ctrl + U Field
F3
Save
Rollback
F10
Shift + F7
Options Menu
Direct Access bar
Right Click or F2
F5
Record Next
Previous
InsertF6
Record Duplicate
Record Clear
Record Remove
(delete)
Select Record
↓ or PageDn Record
↑ or PageUp Record
F4
Shift + F4
Shift + F6
Shift + F3
38
Appendix B
Banner General Rules for Clean and Accurate Records
 Search first. Before creating a new record for a person or organization, conduct an
identification and name search to make sure the person or organization has not already been entered
into the Banner system. Search for a person or vendor using social security number or federal ID
number, birth date (if available), and all current and previous names. Then verify that the correct record
has been found by checking pertinent information such as the birth date and/or address. Only if no
record is found should you add a new record.

Changes may impact other modules. A common institutional database offers the potential for
better service and convenience to our constituents and greater accuracy across the institution.
Simultaneously, each administrative position must be cognizant of data integrity requirements of other
institutional departments in its practices. Name change practices are a key example where specific
policies must be followed depending on the type of record. Whenever a constituent requests a name
change it is necessary to determine in which modules the record occurs.

Special symbols. Never store the percent symbol (%) in a data field. Never store the
ampersand symbol (&) except in an address or business name. In addition, avoid the use of other
special symbols such as #, @, *, _, /, “, =, >, and < whenever possible as these may interfere with
programs running behind the scenes.

Check abbreviations. Spell out all data unless it is necessary to abbreviate words to fit lines into
the appropriate fields. Exceptions are made for items in addresses, such as directionals (NE, SW) and
street suffixes (St for Street, Ave for Avenue). When abbreviating, use the standard abbreviations as
specified in the Data Standards Manual. DO NOT use a period after an abbreviation.

Use mixed case. Enter all data using mixed case and standard capitalization rules. Names and
addresses in Banner should have a customer-friendly appearance. The objective is to enter names and
addresses with mixed case (both upper and lowercase letters) so that when a name or address is printed
on correspondence, it looks contemporary and professional.

Data entry rules. Remember that some data fields have specific data entry rules. Those rules
are outlined in the appropriate section of the Data Standards Manual.

Refer to the Data Standards Manual for detailed information about Addresses in NSU’s Banner
system.
General Information about Names

A person’s legal name appears on official documents such as a birth certificate, court order,
social security card, marriage license or passport. The Office of Admissions uses the name reported on
an application as the legal name. Human Resources Office requires official documents.

Name formats have also been developed to meet postal regulations. It is recommended that
offices that collect person names on applications, or any other types of forms, designate separate
fields on the form for that person to indicate first name, middle name and last name. This will
facilitate our ability to enter a name correctly into the respective fields in Banner.

The following forms are used to enter and change name information. The form used depends
upon the Banner module in use:
39
FORM NAME
SPAIDEN
PPAIDEN
FTMVEND
FOAIDEN
APAIDEN
BANNER MODULE
STUDENT, FINANCIAL AID
HUMAN RESOURCES
FINANCE (‘non-person’ vendors)
FINANCE (‘person’ vendors)
ALUMNI/DEVELOPMENT

Last Name, First Name and Middle Name appear on all of the above forms. First Name and Last
Name are required fields in Banner. Although Middle Name is not required in Banner, middle name
should be entered for reporting purposes.
▬ Person Last Name – maximum length 60 characters
▬ Person First Name – maximum length 60 characters
▬ Person Middle Name – maximum length 60 characters
▬ Non-Person Name – maximum length 60 characters
▬ Prefix, Suffix and Preferred First Name appear only on SPAIDEN, PPAIDEN and
APAIDEN.
General Information about Addresses

Street addresses are composed of a number, the street name and a possible unit designator.
Street names should be spelled out in their entirety whenever possible. Street designators should
follow the standard US Post Office standards.

The USPS prefers use of pre-direction and post-direction abbreviations without a period. These
describe the geographic direction before and after the street name. Directionals should be spelled
out only when they are part of the street name. (ex: 123 E North St)

Always abbreviate Post Office Box as PO Box.

Zip or postal codes MUST be entered for all US and Canadian addresses. If available, it should
also be entered for other international addresses. For all US addresses, enter the five-digit zip code
before entering the city, county, or state. If the zip code is entered correctly the city, county, and
state are automatically displayed in the appropriate fields. This not only eliminates the need to key
this information, but also ensures that it is correct. Note that you must enter the five-digit zip code
only, then press the ENTER key (or the TAB key), which will cause Banner to fill in the city, county, and
state. You can then return to the zip code to add the remaining digits for a nine-digit zip code. If you
are entering a vendor or employee, you MUST enter a nine-digit zip code.

Punctuation (periods, commas and apostrophes) should not be used. Use hyphens and slashes
in addresses when needed for clarity or designated fractions.
40
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