Banner

Report
Banner
Introduction
General Navigation
Introduction
• What is Banner?
• What does Banner actually do?
• Benefit of Banner to SHSU?
• SHSU Modules
• INB/SSB
• My Sam
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Banner
• Campus ERP (Enterprise Resource Planning)
system
• Replace functions currently facilitated through
legacy administrative system:
• Nell
• SamMenu
• SamWeb
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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
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Banner
• Systems:
• Financial Aid
• Student
• My Sam portal
• Banner Document Management Suite
• Enrollment Management
• Finance
• Human Resources & Payroll
• Cognos
• Workflow
• Degree Works
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Banner
• Third Party Applications
• Star Rez
• TouchNet
• T2
• Ad Astra
• In-house created & supported
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Banner
INB (Internet Native Banner)
The side of Banner that will most closely function as Nell and
SamMenu, in which administrative procedures and tasks will be
completed.
SSB (Self-Service Banner)
The side of Banner in which staff, faculty and students will have
access to review and change certain types of personal
information and initiate certain administrative requests, etc.
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My Sam
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My Sam
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General Navigation
 Data Integrity
 Login
 Banner Main Menu
 Hierarchical Menu
 Go To…
 Direct Access
 File Menu
 Toolbar/Keys
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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
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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 problemresolution scenarios;
Taking advantage of the database capabilities and
functionality.
DATA SECURITY is every user’s responsibility
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All Banner users are responsible for reviewing the Guidelines for Data Standards, Data
Integrity, and Security (v1.7) at http://www.shsu.edu/ERP/training.html
Login
Launch your web browser and enter the URL used to access
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Login
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Main Menu
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Hierarchical Menu
Closed folder Select closed folder icon to expand menu
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Open folder
Select open folder icon to collapse the menu
Go To… field
Enter the form’s seven-character code
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Press Enter or Tab
Direct Access
Direct Access
Go To... [Enter the 7-character form name]
Opens directly into a new form
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Pull Down Menu
Banner retains a list in the File menu
of the forms accessed during your
current Banner session.
The list is refreshed each time you log out
and log back into Banner.
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Toolbar
A toolbar is a set of icons that represent shortcuts for performing common
functions.
When you point to an icon, a box appears describing the function of the icon; this is a
Bubble Help.
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Icons/Functions
Common Icons
Function
Shortcut Key
Save
F10
Rollback
Shift+F7
Select
Shift + F3
↑
Previous Record
Next Record
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↓
or Page Up
or Page Down
Previous Block
Ctrl+Page Up
Next Block
Ctrl+Page Down
Print
Ctrl+P
Exit
Ctrl+Q
Forms
 Blocks
 Elements
 Fields
 Status Line
 Naming Conventions
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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
DEV8 – Development environment
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PROD – Production environment
Database name
Blocks
Key Block
Information
Block
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Elements
Title Bar
Search
Tabs
Indicates
Next Block
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Fields
Fields
Calendar
Search
Radio Button
Checkbox
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Scroll Bar
Auto Hint/Status Line
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Displays error messages, processing
messages and keyboard equivalents
where cursor is on field/form/screen
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
Product
F
G
P
R
S

Finance
General
Payroll
Financial Aid
Student
Position 2 (Sub-module): Identifies the application module owning the
form, report, process or table. Unique to the product identified in position 1.
Finance
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A
C
G
O
P
Accounts Payable
Cost Accounting
General Ledger
Operations
Purchasing/Procurement
Student
A
C
G
O
P
Admissions
Catalog
General Student
Overall
Person
Naming Conventions

Position 3 (Type): Identifies the type of form, report, process or table
Type

A
Application
V
Validation
B
Base Table
M
Maintenance
I
Inquiry
R
P
Process
Rule Table, Repeating
Table, Report or Process
Position 4,5,6,7 (Purpose): Identifies a unique four-character code
Purpose
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Code
Purpose
***IDEN
Identification
***PINC
Position Incumbent
***STDN
Student Relation
***PERS
Person
Naming Conventions

Example
S
P
A
Student
Person
Application
Banner Lingo:
 SPAIDEN
 SPAPERS
 SGASTDN
 GUAPMNU
 NTRPCLS
 PTRPCLS
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I
D
E
Identification
N
Preferences/Options
 My Banner (Personal Menus)
 Personal Links
 Quickflow
 Searching
 Printing
 Exporting Data
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My Banner
My Banner allows quick access to forms, jobs, menus and QuickFlows
(GUAPMNU)
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Personal Menu provides options for customization
Personal Links
Personal link preferences must be set
up in the INBform: GUAUPRF
Under the My Links tab:
• Customize User Value:
• My Institution
• Personal Link 1
• Personal Link 2
• Personal Link 3
• Personal Link 4
• Personal Link 5
• Personal Link 6
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QuickFlow
Allows for access to a set of forms in a
specific sequence
Ability to customize job task by identifying
required forms
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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
To get these results...
All entries that contain ma
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Enter these criteria:
%ma%
All entries that begin with ma
ma%
All entries that end with ma
%ma
All entries that have m as a second character
_m%
INB Printing
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1.
The Print option under File will print a screen
shot of the current screen (PRINT SCREEN)
2.
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
Preferences for printing and data exports must be set up in the INB
form: GUAUPRF
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In the Directory options tab:
• Data Extract format must be set to WEBUTIL
• Set preference for location where exports will be saved (ie. T: drive folder)
Banner Support
Documentation
Email:
[email protected]
User Guides
Support/Contact Information
Website:
www.shsu.edu/ERP
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SHSU Helpdesk
SHSU Technology Tutorials (WO)
Questions?
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