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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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Presentation Transcript
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





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










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



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





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)



Banner support
Banner Support

Email: AskBannerpm@shsu.edu

Website: www.shsu.edu/ERP