Introduction General Navigation Banner Slide 2 Introduction What
is Banner? What does Banner actually do? Benefit of Banner to SHSU?
SHSU Modules INB/SSB My Sam 2 Slide 3 Banner Campus ERP (Enterprise
Resource Planning) system Replace functions currently facilitated
through legacy administrative system: Nell SamMenu SamWeb 3 Slide 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 4 Slide 5 Banner Systems:
Financial Aid Student My Sam portal Banner Document Management
Suite Enrollment Management Finance Human Resources & Payroll
Cognos Workflow Degree Works 5 Slide 6 Banner Third Party
Applications Star Rez TouchNet T2 Ad Astra In-house created &
supported 6 Slide 7 Banner 7 Slide 8 My Sam 8 Slide 9 9 Slide 10
General Navigation Data Integrity Login Banner Main Menu
Hierarchical Menu Go To Direct Access File Menu Toolbar/Keys 10
Slide 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 11 Slide 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. 12 Slide 13 Login
Launch your web browser and enter the URL used to access 13 Slide
14 Login 14 Slide 15 Main Menu 15 Slide 16 Hierarchical Menu 16
Slide 17 Go To field 17 Slide 18 Direct Access 18 Slide 19 Pull
Down Menu 19 Slide 20 Toolbar 20 Slide 21 Icons/Functions 21 Slide
22 Forms Blocks Elements Fields Status Line Naming Conventions 22
Slide 23 Forms What is a form? Online document to enter or view
information in a database Visually organizes information
Descriptive name Seven-character ID name Software version number
Database name 23 Slide 24 Blocks Key Block Information Block 24
Slide 25 Elements Title Bar Tabs Search Fields Indicates Next Block
25 Slide 26 Fields Search Checkbox Radio Button Calendar Scroll Bar
26 Slide 27 Auto Hint/Status Line 27 Slide 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. Product FGPRSFGPRS
Finance General Payroll Financial Aid Student FinanceStudent
ACGOPACGOP Accounts Payable Cost Accounting General Ledger
Operations Purchasing/Procurement ACGOPACGOP Admissions Catalog
General Student Overall Person 28 Slide 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 Type AApplicationVValidation BBase
TableMMaintenance IInquiryRRule Table, Repeating Table, Report or
Process PProcess Purpose CodePurpose ***IDENIdentification
***PINCPosition Incumbent ***STDNStudent Relation ***PERSPerson 29
Slide 30 Naming Conventions Example Banner Lingo: SPAIDEN SPAPERS
SGASTDN GUAPMNU NTRPCLS PTRPCLS SPAIDEN
StudentPersonApplicationIdentification 30 Slide 31
Preferences/Options My Banner (Personal Menus) Personal Links
Quickflow Searching Printing Exporting Data 31 Slide 32 My Banner
32 Slide 33 Personal Links 33 Slide 34 QuickFlow 34 Slide 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
35 Slide 36 INB Printing 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) 36 Slide 37 Printing in Banner 37
Slide 38 Banner Support Email: [email protected] Website:
www.shsu.edu/ERP 38 Slide 39 Questions? 39
