CASAS Banner User Guide - Liberty University … Manual.pdfCASAS Banner User Guide 1 Table of Contents General Tasks (Pages 2-4) Logging into Banner Self Service Tasks (Pages 6-16)

CASAS Banner User Guide

Digital Information Services Center (DISC) Updated: 3/16/2007


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Table of Contents

General Tasks (Pages 2-4)

Logging into Banner

Self Service Tasks (Pages 6-16)

Term and ID Selection

Student Information Menu

View Student Information

View Test Scores (SAT/ACT and Assessment Tests)

View Transcript

View Schedule

View and Email Advisees

View Holds (Check to see if flag has been raised)

Add/Drop a Courses

Internet Native Banner Tasks (Pages 18-32)

Direct Access - Go To Box

Navigation Tips

View Course History (SHACRSE, SHATRNS)

View Degree History (SHADEGR)

View Academic Standing & GPA (SHAINST)

Print Transcript (SHARQTC)

Notepad - Viewing and Creating Comments (SPACMNT)

Raise a Flag (SOAHOLD)

Add or Remove an Advisee (SGAADVR)

Get Help (Page 35)


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General Tasks


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Logging into Banner

Go to the Banner Page http://www.liberty.edu/banner

Click on Login to Banner

Enter your SENSENET username and password

Select either the “Self Service” or “Internet Native Banner” link for “Live Production” to access the Banner system

Note: Self Service and INB (Internet Native Banner) both access the same information but function differently. INB is far more powerful and has

more options and information available while self service is much easier to use. The task you are trying to complete will determine which

method you use to access banner (it is possible to access banner via both methods simultaneously.)

http://www.liberty.edu/banner


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Logging into Banner (cont’d)

Self Service - You will be directed to the Self Service Main Menu

Internet Native Banner (INB) – A new window will launch and you will need to login again

Enter your SENSENET username and password

Database can always be left blank

Note: The first time you launch banner on your computer you will be presented with a license agreement which you will need to accept. You

may also be presented with a security warning, choose “Run.”


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Self Service Tasks


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Term and ID Selection

Before you can look at any information inside of Self Service you must select a Term and ID (Student)

Term Selection and ID are available from the “Student Information Menu”

Note: If no student or term has been selected, Self Service will prompt for them, if you have already selected a student or term you will need to

change them by accessing the links above from the menu

REMEMBER: Student IDs must be in the format L00XXXXXX (9 Digits, including the CAPITAL L, padded with zeros at the beginning)


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Student Information Menu

Self Service – Student Information Menu

Navigation: From the Self Service Main Menu select the Faculty Services tab

Then select “Student Information Menu”

Purpose:

This is where all self service navigating for advisors will begin


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View Student Information

Self Service – Student Information

Navigation: From the “Student Information Menu” select “Student Information”

Purpose: Students Registration (Yes or No) Student’s status and type Biographical Information Students Advisor Expected Graduation Date Curriculum Information (Student’s Major) Link for Student’s Addresses (Both Mail and Email)


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View Test Scores

Self Service – View Test Scores

Navigation: From the “Student Information Menu” select “View Test Scores”

Purpose: SAT Scores ACT Scores Assessment Test Scores


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View Transcript

Self Service – Academic Transcript You must first select the level (i.e. Undergraduate) There is only one type available on Self Service

The Transcript will be displayed

Navigation: From the “Student Information Menu” select “Academic Transcript”

Purpose: View an unofficial transcript for one or more levels

Note: See the “Print Transcript” under the INB section for instructions on Printing Transcripts


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View Schedule

Self Service – Student Schedule

Navigation: From the “Student Information Menu” select “Student Schedule”

Purpose: View Total Credit Hours View/Print a Students Schedule Email a Professor

Tip: Check the bottom of the screen for useful links such as “Add/Drop Courses”


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View and Email Advisees

Self Service – Advisee Listing

There is an email link next to each advisee to email them individually. At the bottom of your list of advisees you will see a link: Do not use this link it will not work, a solution is under construction Notice the convenient links next to each advisee:

Navigation: From the “Student Information Menu” select “Advisee Listing”

Purpose: View Advisees Email an Advisee Convenient links


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View Holds (Including Advisor Flag)

Self Service – View Holds

Navigation: From the “Student Information Menu” select “View Holds”

Purpose: View Holds for a student

REMEMBER: Advisor Flags are now Holds Note: Not all holds will be displayed in self service. Changes to holds must be made through INB (see “Raise A Flag”)


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Add or Drop Classes

Self Service – Add or Drop Classes

This screen will display courses for which a student is currently registered and allow you to add or drop courses

Drop a Class

To drop a class use the Action drop down list and select “Drop Via Web”

Then click Submit changes

Navigation: From the “Student Information Menu” select “Add or Drop Classes”

Purpose: Add or Drop Courses for the selected term


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Add or Drop Classes (Cont’d)

Add a Class If you know the CRNs of the courses you would like to add you may enter them here and simply press Submit Changes, the classes will be added to the students schedule immediately when using this method.

If you do not know the CRNs of the courses you would like you must use the “Class Search” button

Use the “Look Up Classes” page to search for the course you would like to add


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Add or Drop Classes (Cont’d)

Add a Class (Cont’d)

The sections matching your search criteria are now shown, use the check box to the left to select the section you would like to add.

Click either “Register” or “Add to Worksheet”

Selecting “Register” will add the class to the students schedule right away

Selecting “Add to Worksheet” will add the CRN to one of the boxes on the “Add or Drop Classes Screen” (See below)


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Internet Native Banner (INB) Tasks


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Direct Access – Go To Box

The easiest way to open the form you would like to use inside of INB is to use Direct Access or the “Go To Box”

From the Main Menu the Go To Box is located near the top of the window just under the Toolbar

If you are already in a form and would like to open another one, you can bring up the Go To Box by Pressing F5

The Go To Box will now appear at the top of the form

Remember: After typing in the name of the form press Enter do not click the search arrow to the right of the Go To Box


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Navigation Tips

Forms are made up of Blocks, use the Next and Previous Block buttons to move between those blocks

Click the Next Block Button or use CTRL+PGDN

To search a form use the Query Functions

To restart a form and select a new student use the Rollback function

Rollback toolbar button and keyboard shortcut


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View Course History (SHACRSE, SHATRNS)

Inside of Banner Institutional Credit and Transfer Credit are stored in separate places. Institutional Credit can be found in SHACRSE while

Transfer Credit will be in SHATRNS.

Viewing Institutional Credit Open the SHACRSE form, then enter a student’s ID. Leave the term field blank to view all terms.

Move to the Next Block

The student’s courses are now displayed.

Note: You may query this form to narrow your results


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View Course History (SHACRSE, SHATRNS) (Cont’d)

Viewing Transfer Credit Open the SHATRNS form. You need to enter a student’s ID, then select a Transfer Institution and Attendance Period.

The Transfer Institution Number represents a school. Click the List of Values Button next to transfer institution (Arrow)

The list of schools is now displayed, select the school you would like to view credit from

Next you need to select an Attendance Period. If a student has credits for more than one level from an institution there will be multiple

attendance periods. Click the List of Values Arrow to view existing Attendance Periods.


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View Course History (SHACRSE, SHATRNS) (Cont’d)

After selecting the Transfer Institution and Attendance Period Move to the Next Block.

If you continue to Next Block (Two more times) you will be taken to the Transfer Course Detail Screen where you can view the transfer courses

Note: Many forms in banner, similar to this one have hidden blocks, if you continue to next block those blocks will be displayed.


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View Degree History (SHADEGR)

Open the SHADEGR form and Enter a Students ID, then select a Degree Sequence. You can view existing degree sequences by clicking the button

next to degree sequence.

Select a Degree from the Screen (Highlight a record to view details) (Details of Sequence 6 are listed below)


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View Degree History (SHADEGR) (Cont’d)

Move to the next block (If holds exist you may view and override them at this point, to override a hold place a Y in the Box)

Details of a the selected Degree will now be displayed, you can move to the Curricula tab for additional information

Note: The Curricula tab has 2 tabs under it, the Field of Study tab will show details about a program/major as well as minors


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Academic Standing and GPA (SHAINST)

Academic standing and GPA are found on the SHAINST form. Academic Standing is on the first block while GPA is in a “hidden block”

First enter an ID and Term

Next Block

If Academic standing is Blank that means the student has Good Standing. If it is listed as “Good Standing” you will know that it was previously in

another state.


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Academic Standing and GPA (SHAINST) (Cont’d)

To view GPA Next Blocktwice

GPA for the current term will be displayed. The best place to see GPA for all terms is in Self Service – Academic Transcript.


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Print Transcript (SHARQTC, SHRTRTC)

There are two steps for Printing a transcript in Banner, first you must request the transcript using SHARQTC, then you can print the “request”

from SHRTRTC.

First, open the SHARQTC form to request a transcript.

After Selecting an ID Move to the Next Block (You may override holds by placing a Y in the override holds box)


You will now see the previous transcript requests, to create a new request you need to “Insert a Record”.

You can insert a Record by Going to Record and choosing insert or by Pressing F6

You now need to enter the Level and Transcript type.

Level will be UG for Undergrad, GR for Graduate, etc. You may use AL to represent all levels

Transcript type will always be OT


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Next move to the Issue Information tab and enter an Address.

Choose either LP (Legal Perminant) or MA (Mailing) for the address type and press TAB or Enter and the Address will be filled in for you

Now Save the transcript request by clicking the icon or pressing F10. This step is complete.


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The next step is to Print the Transcript from SHRTRTC

Open SHRTRTC and move to the second block, then select a printer from the list

Place a lowercase t in the “Special Print” field to specify transcript. You may also choose email here, which will send the transcript to your email

address as a PDF.


Line 2 – % means all requested transcripts will be printed, change to an ID for one transcript only

Line 7 – Y or N for Official Transcript (Choose N)

Line 15 – Sort Order Must be 5

Line 20 – Must be set to N

Move to the next block, you must be in this block to print.

Check the “Save Parameter Set” checkbox to save these values as default.

Click Save, the transcript will now print. (YOU MUST BE IN THE SUBMISSION BLOCK BEFORE YOU SAVE)


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Notepad – Viewing and Creating Comments (SPACMNT)

Access the Notepad via the SPACMNT form. Select a student and move to the next block.

Comments are listed on this form one at a time, move between them by scrolling or using PGUP PGDN. You may query this form.

To add a new comment click Record – Insert, or press F6. Enter your new comment, and then Save (F10).


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Raise a Flag (SOAHOLD)

Advisor Flags are now Holds. The form to control Holds is SOAHOLD.

To lift an advisee’s flag simply select their ID on SOAHOLD and move to the Next Block.

The Advisor Hold code is AV and is labeled “Please See Your Advisor”

Enter a T in the To: date and press tab, this will change the date to today and effectively remove the hold and lift the flag

After Changing the date to today, Save (F10)

The students flag has now been raised


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Add or Remove an Advisee

Advisee Advisor associations are set in the SGAADVR form.

Select a Student and a term (choose the current term), then move to the next block

To change an advisor you must backspace out the ID of the current advisor and enter the new advisors ID.

If there is no advisor you may add one on the first line, if you would like to add a second advisor use the down arrow and enter the ID of the

second advisor.

To remove an Advisor from a student use Record – Remove or Shift F6


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Get Help

Help Desk

Email:

Website: http://www.liberty.edu/helpdesk

Phone: (434) 592-7800

Banner Support Page


Mike Mogren (Banner Student Module Trainer)

Email: [email protected]

Phone: (434) 592-4261

http://www.liberty.edu/helpdesk


mailto:[email protected]

Documents

CASAS Banner User Guide - Liberty University … Manual.pdfCASAS Banner User Guide 1 Table of Contents General Tasks (Pages 2-4) Logging into Banner Self Service Tasks (Pages 6-16)