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Banner. Introduction General Navigation. Introduction. What is Banner? What does Banner actually do? Benefit of Banner to SHSU? SHSU Modules INB/SSB My Sam. Banner. Campus ERP (Enterprise Resource Planning) system

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Banner

Banner

Introduction

General Navigation


Introduction

Introduction

  • What is Banner?

  • What does Banner actually do?

  • Benefit of Banner to SHSU?

  • SHSU Modules

  • INB/SSB

  • My Sam


Banner1

Banner

  • Campus ERP (Enterprise Resource Planning) system

  • Replace functions currently facilitated through legacy administrative system:

    • Nell

    • SamMenu

    • SamWeb


Banner2

Banner

  • Enable access to timely, consistent data

  • Provide tools for better reporting

  • Electronic workflows:

    • Streamline processes between departments

    • Eliminate data entry at multiple points

    • Facilitate electronic approvals

    • Reduce paperwork


Banner3

Banner

  • Systems:

    • Financial Aid

    • Student

    • My Sam portal

    • Banner Document Management Suite

    • Enrollment Management

    • Finance

    • Human Resources & Payroll

    • Cognos

    • Workflow

    • Degree Works


Banner4

Banner

  • Third Party Applications

    • Star Rez

    • TouchNet

    • T2

    • Ad Astra

  • In-house created & supported


Banner5

Banner


My sam

My Sam


My sam1

My Sam


General navigation

General Navigation

  • Data Integrity

  • Login

  • Banner Main Menu

  • Hierarchical Menu

  • Go To…

  • Direct Access

  • File Menu

  • Toolbar/Keys


Data integrity

Data Integrity

Data Integrity guidelines define responsibilities of everyone accessing and managing enterprise operational data.

These guidelines were developed to ensure:

  • Database integrity

  • Regulatory compliance

  • Security controls

  • Achieve the goals of efficient, professional, and cost-effective communication for the SHSU community


Data integrity1

Data Integrity

  • Avoiding creation of duplicate records for a single entity;

  • Providing complete General Person information in a timely manner, with an audit trail of changes;

  • Using standard entry to facilitate consistent reporting and searches;

  • Sharing effective processing discoveries and problem-resolution scenarios;

  • Taking advantage of the database capabilities and functionality.


Login

Login

Launch your web browser and enter the URL used to access


Login1

Login


Main menu

Main Menu


Hierarchical menu

Hierarchical Menu


Go to field

Go To… field


Direct access

Direct Access


Pull down menu

Pull Down Menu


Toolbar

Toolbar


Icons functions

Icons/Functions


Forms

Forms

  • Blocks

  • Elements

  • Fields

  • Status Line

  • Naming Conventions


Forms1

Forms

What is a form?

  • Online document to enter or view information in a database

  • Visually organizes information

Descriptive name

Software version number

Seven-character ID name

Database name


Blocks

Blocks

Key Block

Information Block


Elements

Elements

Title Bar

Search

Tabs

Fields

Indicates Next Block


Fields

Fields

Calendar

Search

Radio Button

Scroll Bar

Checkbox


Auto hint status line

Auto Hint/Status Line


Naming conventions

Naming Conventions

Every form has an abbreviated seven-character form name:

  • Position 1 (Owner): Identifies the Banner product owning the form, report, process or table

  • Position 2 (Sub-module): Identifies the application module owning the form, report, process or table. Unique to the product identified in position 1.


Naming conventions1

Naming Conventions

  • Position 3 (Type): Identifies the type of form, report, process or table

  • Position 4,5,6,7 (Purpose): Identifies a unique four-character code


Naming conventions2

Naming Conventions

  • Example

    Banner Lingo:

  • SPAIDEN

  • SPAPERS

  • SGASTDN

  • GUAPMNU

  • NTRPCLS

  • PTRPCLS


Preferences options

Preferences/Options

  • My Banner (Personal Menus)

  • Personal Links

  • Quickflow

  • Searching

  • Printing

  • Exporting Data


My banner

My Banner


Personal links

Personal Links


Quickflow

QuickFlow


Searching

Searching

A wildcard is a special character that represents one of more other characters:

  • % (percent sign) represents any number of characters

  • _ (underscore) represents one occurrence of a character


Inb printing

INB Printing

  • The Print option under File will print a screen shot of the current screen (PRINT SCREEN)

  • WEBUTIL saves the report to a specified location. To use this functionality:

  • Run report

  • Choose Show Document from the Options menu (prompts to save file)

  • Reports save as a .LIS format

  • Open using a text editor (Notepad, WordPad or MS Word)


Printing in banner

Printing in Banner


Banner support

Banner Support

Email: [email protected]

Website: www.shsu.edu/ERP


Questions

Questions?


  • Login