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Presentation Transcript

  1. Banner Introduction General Navigation

  2. Introduction • What is Banner? • What does Banner actually do? • Benefit of Banner to SHSU? • SHSU Modules • INB/SSB • My Sam

  3. Banner • Campus ERP (Enterprise Resource Planning) system • Replace functions currently facilitated through legacy administrative system: • Nell • SamMenu • SamWeb

  4. 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

  5. Banner • Systems: • Financial Aid • Student • My Sam portal • Banner Document Management Suite • Enrollment Management • Finance • Human Resources & Payroll • Cognos • Workflow • Degree Works

  6. Banner • Third Party Applications • Star Rez • TouchNet • T2 • Ad Astra • In-house created & supported

  7. Banner

  8. My Sam

  9. My Sam

  10. General Navigation • Data Integrity • Login • Banner Main Menu • Hierarchical Menu • Go To… • Direct Access • File Menu • Toolbar/Keys

  11. 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

  12. 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.

  13. Login Launch your web browser and enter the URL used to access

  14. Login

  15. Main Menu

  16. Hierarchical Menu

  17. Go To… field

  18. Direct Access

  19. Pull Down Menu

  20. Toolbar

  21. Icons/Functions

  22. Forms • Blocks • Elements • Fields • Status Line • Naming Conventions

  23. 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

  24. Blocks Key Block Information Block

  25. Elements Title Bar Search Tabs Fields Indicates Next Block

  26. Fields Calendar Search Radio Button Scroll Bar Checkbox

  27. Auto Hint/Status Line

  28. 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.

  29. 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

  30. Naming Conventions • Example Banner Lingo: • SPAIDEN • SPAPERS • SGASTDN • GUAPMNU • NTRPCLS • PTRPCLS

  31. Preferences/Options • My Banner (Personal Menus) • Personal Links • Quickflow • Searching • Printing • Exporting Data

  32. My Banner

  33. Personal Links

  34. QuickFlow

  35. 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

  36. 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)

  37. Printing in Banner

  38. Banner Support Email: AskBannerpm@shsu.edu Website: www.shsu.edu/ERP

  39. Questions?