SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa ....

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General Fundamentals

-Form Naming

-Menu

-Navigation

-Frequently Used Forms: General Student

Admissions

Holds, Authorization/Permits, Registration

Forms

• What are they?

• “Day-to-day” forms Application - use these forms to enter, update, and query

information. This is the most common type of form.

Inquiry - Use these forms to look up existing information, often returning information to the calling form. You can access these forms from the main menu, from another form, with Direct Access, or with Object Search.

Query - Use these forms to look up existing information, often returning information to the calling form. You must access these forms from another form. You cannot access them directly from the main menu, Direct Access, or Object Search.

Naming Conventions

• 7 character form name - All forms use a 7-character name code to identify them. Each letter in the name signifies information about where the form is located and its purpose:

Position 1 = system ownership; for example “S” = Student system

Position 2 = module ownership; for example “P” = General Person

Position 3 = type of form; i.e. “A” = Application form

Position 4-7 = form identification; i.e. “CMNT” = comment

“SPACMNT”

Form Components

• Blocks – Area of information on a form; think of it as a paragraph on a page

– Key block contains basic information

– Subsequent blocks contain detailed information related to the key block

• Fields – One item of information found in a block

• Records – A collection of fields for one entity within a form

Open Internet Explorer, Double Click URL http://intranet/banner/

Display below

Double Click Application You Wish To Use

Enter your userid

and password

Change your password

Password Change

Banner Main Menu

Form Access

Tree Hierarchy

- drill down

approach

Direct access

Personal

Menu

Site Map

Paige

Form Overview Menu Bar

Tool Bar

Key Block

Auto-Hint Bar

Status Bar

Information

Block

Banner Navigation

Function

Menu Option

Keystroke Option

Toolbar Button

Next Record

Record/Next

Down Arrow

Previous Record

Record/Previous

Up Arrow

Clear or Delete Record

Record/Clear or Record/Remove

Shift + F6

Insert Record

Record/Insert

F6

Next Block

Block/Next

Ctrl + Page Down

Previous Block

Block/Previous

Ctrl + Page Up

Enter Query

Query/Enter

F7

Execute Query

Query/Execute

F8

Cancel Query

Query/Cancel

Ctrl + q

Rollback

File/Rollback

Shift + F7

Save or Commit

File/Save

F10

Next Field

Field/Next

Tab

none

Previous Field

Field/Previous

Shift + Tab

none

Exit

File/Exit

Ctrl + q

Select

File/Select

Shift + F3

Return to Calling Form from pop-up window

Item/Duplicate F3 Return button on called

form

Creating a personal menu -

GUAPMNU

Results After Logging Off & Back On To Banner

SOAIDEN – person search (CWID, or name)

GUIALTI – person search (SSN, CWID, or name)

SPAIDEN – general person info

SAAADMS – admissions application

SAADCRV – admissions decision

SOAPCOQ – prior college query

SGASTDN – gen. person academic

SOATEST – test scores

SSASECQ – section query

SFAREGQ – registration query

SFASTCA – registration audit trail

SFASLST – class roster

SHACRSE – course summary

SHATERM – term history/gpa

WOAHOLD – hold information

SPACMNT – person comments

SFASRPO – permits/authorizations

SZAREGS – student registration

szaregs