Introduction to Banner Student

1. Introduction to Banner Student Created & Presented by Stacey Osborn

2. Agenda • Login to Banner • Banner Forms • Banner Queries • Create a “My Banner” Menu • Change Your Banner Password • Exit SCT Banner • Banner Forms • General Student Forms • Course Catalog Forms • Course Schedule Forms • Registration Forms • Extract Data • Course Enrollment Reports

3. Items of Interest • Banner is accessed only from on campus via your browser. The URL is: http://banner/ • Send questions to:BANNER@BRIDGEW.EDUITSUPPORT@BRIDGEW.EDU508.531.2555 • Banner Documents:https://my.bridgew.edu/departments/as/SitePages/Documents.aspx

4. Connect to Banner • Open browser to http://banner • Click Banner Production • Enter your Username • Enter your Password • Leave Database field blank • Click Connect

5. Getting Around in Banner - Main Menu

6. You will use the Menu, Application, and Query forms most often. Validation, rule and control forms are used to tailor Banner to the institutions procedural requirements. Types of Banner Forms • Menu Forms • Application Forms • Query Forms • Validation Forms • Control Forms • Rule Forms • Inquiry Forms • Wizard Forms

7. Position 1: Position 1: S P Identifies the primary system owning the form, report, process or table. In the example below, the S denotes the Student system. S – Student system A I D E N Position 2: 1 2 P – Person application module 3 4 5 6 7 Position 2: Identifies the application module owning the form, report, process or table. Position 3: A – Application form Position 3: Identifies the type of form. Positions 4-7: IDEN – mnemonic indicating the form deals with identity of the person Positions 4-7: Identifies a unique four-character name for the form. Getting Around in Banner – Naming Conventions All Banner forms, reports, tables and processes are seven characters long and have the following structure: For a complete discussion of naming conventions including a matrix describing the values of each position, please see your Intro to Banner Training document.

8. Getting Around in Banner –Forms • You can access forms many ways: • Type the 7-character form name in the “Go To…” box and press the enter key on your keyboard. • Select the file menu and Direct Access. Use this to open a new form from another form. • Options menu to access related forms and/or blocks. • Navigate through menus • Use Object Search

9. Getting Around in Banner - Direct Access To open the Direct Access menu, select the file menu and choose Direct Access. Type the 7 character form name and press Enter

10. Getting Around in Banner - Object Search From the General menu: • Double click in the Go To… text field • Click the drop down arrow • Press the F9 Key From any form, select Object Search from the File menu. From a drag and drop form, press F9.

11. Getting Around in Banner - Object Search • Type search string in the Object Name or Description field. • Remember to use “%” as a wildcard to make searches more effective. • Execute the Query to begin the search (Press F8). • Select the desired object and click the Start button. The requested object will be displayed. When searching for an object, keep in mind the naming conventions located earlier in this document.

12. Getting Around in Banner - Anatomy of a Form Toolbar Menu Bar Title Bar Key Block Information Block Auto Hint and Status Bar

13. Anatomy of a Form - Blocks • The Key Block • is the first block on most forms • determines what is entered or displayed in a form • cannot update information • To return to the Key Block once you have moved out of it is by using the Rollback function. • Information Block(s) • contain related information on a form • are usually separated from other blocks on a window by a line • Check Navigation Frame Options for available blocks in a form. Key Block Information Block

14. Getting Around in Banner – Components of a Form Fields Radio Group Button Check box Pull Down

16. Getting Around in Banner - Query Enter - puts the form into query mode and lets you enter criteria. Execute - searches the database and displays any records that match the-search criteria. Cancel - cancels the query and takes the form out of-query mode.

17. Getting Around in Banner - Query • To start a new query, press F7 or click enter query button. • Enter the data on which you want to search. Enter as much of the search string as you know. If you are looking for Supercalifragilisticexpialidocious and do not know how to spell it, you can enter Super%. The ‘%’ is a wild-card indicator that means Super + anything else will match for results. • To execute a query, press F8 or click execute query button.

18. Getting Around in Banner - Query • D% in a last name field will find all persons whose last name begins with the letter D. • Peters%n in a last name field will bring back those persons whose last name is Petersen as well as whose last name is Peterson. • 004% in an ID field will find all Banner ID numbers that begin with the number 004. Search criteria entered Results returned after the query is executed

19. Getting Around in Banner - List of Values Double click in the field or press F9 when the cursor is in the field to display the List of Values • List of Values (LOV) allows you to choose from a list of valid codes for a given field. • Valid codes are defined in validation forms. • LOV is indicated with a drop down arrow next to the field. • Can be accessed using the List function (F9) when the cursor is in the field or by double clicking in the field.

20. Getting Around in Banner - Date Queries • Date queries require all four digits for a year when you query on a date field. • Incorrect: If you query using 01-JUL-09 you will receive an error message. • Correct: A date query using 01-JUL-2009 will return query results if they exist. NOTE: In most date fields, if you double-click your mouse, Banner will display a calendar where you may select the date.

21. Getting Around in Banner - The Calendar Double-click any date field. • If the date field has a value, the calendar highlights that date. • If the date field is empty, the calendar highlights the current date. • You can double-click a date on the calendar to return it to the calling form.

22. Getting Around in Banner - The Calculator Double-click a numeric field. • If the numeric field has a value, the calculator shows that value. • You can use the mouse, number keys on the keyboard, or the numeric keypad (if the NumLock is enabled) to make calculations. • When you’re done, click the OK button to return the calculated value to the calling form.

23. Getting Around in Banner - Create a Personal MenuType the Object Name • Open “My Banner Maintenance” form (GUAPMNU) • Or… 1. Type the Object Name and press the [Enter] key on your keyboard. 2. After you press [Enter] the name of the Object will appear here 3. Click Save icon on the toolbar

24. Getting Around in Banner - Create a Personal MenuSelect From a List 1. Select object from menu. (To select multiple forms hold down the ctrl key as you select forms from the menu.) Selected objects appear blue. 2. Place cursor where you want to insert selected object. If you select an existing object, the object(s) will be inserted after that object and before the next object. 3. Click the right arrow icon to move selected objects to your personal menu. 4. Click Save icon on the toolbar.

25. Getting Around in Banner - View Your Personal Menu

26. Change Your Password (GUAPSWD) • Change Banner password as soon as you receive it and on a regular basis. • Good password conventions: • use a random combination of letters and numbers • don’t use common or proper names • don’t use significant dates or numbers in your life (i.e. birth date, social security number, etc.) • Never share your password with others. • Banner can track data entry and system modifications by date and username.

27. Exiting SCT Banner 1. When Exiting Banner, Click the “X” button on the general menu before closing the browser windows 2. Next, close both Internet Explorer browser windows

28. Security • Your Security Class determines which Forms/Screens will be visible from the main menu. • If you type a form name into the “Go To…” box and receive an error message you may not have access. • If you need access to something, but don’t have it, e-mail Banner@bridgew.edu. • Some security access will need special BaRC approval.

29. Banner Term Codes Format of Banner Term Codes is better for sorting. • First 4 digits of term code represent the year • Last 2 digits of term code represent the semester • 10 Starts in January • 50 Starts in May • 90 Starts in September • Term codes for this Academic Year are: • Fall = 200690 • Spring = 200710 • Summer = 200750

30. Person Search

31. Search for a Person • 8 digit BANNER IDs will replace the concept of SSN. • To comply with privacy laws, access to social security numbers is limited to data entry personnel. • Use Date of Birth, Address, Telephone Number to distinguish between two people with the same name.

32. Person Search Methods • Search from any screen with ID/Person in the Key Block: Options: • Enter ID in Key Block • Enter Name in Key Block • Click Drop Down Menu to go to Search Screen • Use wildcards (%) to search on partial information

33. Number of matches in top right box Choose person from drop down list Click Person Search Detail to go to directly to SOAIDEN Enter known info (For example: SSN) to filter results Click in the top right corner of window to exit ID and Name Extended Search If multiple matches are found for the criteria entered in the key block, The ID and Name Extended Search window is displayed.

34. General Person The General Person module is used to collect identification and demographic data about persons and non-persons. The person information is used in the Faculty Load, Admissions, and Recruiting modules.

35. BSU General Person Identification (SPAIDEN)

36. BSU General Person Telephone (SPATELE)

37. E-mail Address (GOAEMAL)

38. Hold Information (SOAHOLD)

39. General Student The General Student module provides a place for changing established data for students, such as changes in curriculum or residency. This information can be updated by Registration and Academic History.

40. General Student (SGASTDN)

41. Additional Student Information (SGASADD)

42. Multiple Advisors (SGAADVR)

43. Guardian Information (SOAFOLK)

44. Course Catalog The Course Catalog module defines the courses offered by Bridgewater State University.

45. Basic Course Information (SCACRSE)

46. Course Detail Information (SCADETL)

47. Catalog Pre-requisite and Test Score Restrictions (SCAPREQ)

48. Class Schedule Information about the course is transferred to the Schedule module, where it is used to build the schedule of classes. In turn, Schedule passes information on to Registration to create class rosters, to Location Management for room scheduling, and to Faculty Load for faculty workload analysis.

49. Find Course Reference Number (CRN) • Double-click the CRN field (if label is blue) • SSASECQ appears • Enter details you know about the class • Use list of values (LOV) to look up field values. (LOV available for fields in blue) • Double click in field or click once and select Help menu and List to see values • Execute Query • Double Click in term field to return CRN value to calling screen

50. Schedule (SSASECT)