Introduction to Banner StudentIntroduction to Banner Student

Created & Presented by Created & Presented by

Stacey OsbornStacey Osborn

AgendaAgenda

• Login to Banner• Banner Forms• Banner Queries• Create a “My Banner” Menu• Exit SCT Banner• Banner FormsBanner Forms

– General Student FormsGeneral Student Forms– Course Catalog FormsCourse Catalog Forms– Course Schedule FormsCourse Schedule Forms– Registration FormsRegistration Forms

• Extract DataExtract Data• Course Enrollment ReportsCourse Enrollment Reports

Items of InterestItems of Interest

• Banner is accessed only from on campus via your browser. Banner is accessed only from on campus via your browser. The URL is: The URL is: http://banner/

• Send questions to:Send questions to:

BANNER@BRIDGEW.EDUITSUPPORT@BRIDGEW.EDU 508.531.2555508.531.2555

• Banner Documents:Banner Documents:https://my.bridgew.edu/departments/as/SitePages/Documents.aspx

Connect to BannerConnect to Banner

• Open browser to http://banner

• Click Banner Production

• Enter your Username• Enter your Password• Click Login

Getting Around in Banner - Main MenuGetting Around in Banner - Main Menu

Types of Banner FormsTypes of Banner Forms

You will use the Menu, Application, and Query forms most often.

Validation, rule and control forms are used to tailor Banner to the institutions procedural requirements.

• Menu Forms

• Application Forms

• Query Forms

• Validation Forms

• Control Forms

• Rule Forms

• Inquiry Forms

• Wizard Forms

Position 1: Identifies the primary system owning the form, report, process or table. In the example below, the S denotes the Student system.

Position 2: Identifies the application module owning the form, report, process or table.

Position 3: Identifies the type of form.

Positions 4-7: Identifies a unique four-character name for the form.

S P A I D E N

1 2 3 4 5 6 7

Position 1: S – Student system

Position 2: P – Person application module

Position 3: A – Application form

Positions 4-7: IDEN – mnemonic indicating the form deals with identity of the person

All Banner forms, reports, tables and processes are seven characters long and have the following structure:

Getting Around in Banner – Naming ConventionsGetting Around in Banner – Naming Conventions

Getting Around in Banner –FormsGetting Around in Banner –Forms

You can access forms many ways:

1. Type the 7-character form name in the “Go To…” box and press the enter key on your keyboard.

2. Select the file menu and Direct Access. Use this to open a new form from another form.

3. Options menu to access related forms and/or blocks.

4. Navigate through menus

5. Use Object Search

Getting Around in Banner - Direct AccessGetting Around in Banner - Direct Access

To open the Direct Access menu, select the file menu and choose Direct Access.

Type the 7 character form name and press Enter

Getting Around in Banner - Object SearchGetting Around in Banner - Object Search

From the General menu:– Double click in the Go To…

text field– Click the drop down arrow– Press the F9 Key

From any form, select Object Search from the File menu.

From a drag and drop form, press F9.

Getting Around in Banner - Object SearchGetting Around in Banner - Object Search

1. Type search string in the Object Name or Description field.– Remember to use “%” as a

wildcard to make searches more effective.

2. Execute the Query to begin the search (Press F8).

3. Select the desired object and click the Start button. The requested object will be displayed.

When searching for an object, keep in mind the naming conventions located earlier in this document.

Getting Around in Banner - Anatomy of a FormGetting Around in Banner - Anatomy of a Form

Menu Bar Toolbar

Title Bar

Key Block

Auto Hint and Status Bar

Information Block

Anatomy of a Form - BlocksAnatomy of a Form - Blocks

• The Key Block

– is the first block on most forms

– determines what is entered or displayed in a form

– cannot update information

– To return to the Key Block once you have moved out of it is by using the Rollback function.

• Information Block(s)

– contain related information on a form

– are usually separated from other blocks on a window by a line

– Check Navigation Frame Options for available blocks in a form.

Key Block

Information Block

Getting Around in Banner – Getting Around in Banner – Components of a FormComponents of a Form

Fields

Button

Check box

Pull Down

Radio Group

Getting Around in Banner - QueryGetting Around in Banner - Query

Enter - puts the form into query mode and lets you enter criteria.

Execute - searches the database and displays any records

that match the-search criteria.

Cancel - cancels the query and takes the form out of-query

mode.

• To start a new query, press F7 or click enter query button. To start a new query, press F7 or click enter query button.

• Enter the data on which you want to search. Enter as much Enter the data on which you want to search. Enter as much of the search string as you know. If you are looking for of the search string as you know. If you are looking for SupercalifragilisticexpialidociousSupercalifragilisticexpialidocious and do not know how to and do not know how to spell it, you can enter spell it, you can enter Super%Super%. The ‘%’ is a wild-card . The ‘%’ is a wild-card indicator that means Super + anything else will match for indicator that means Super + anything else will match for results.results.

• To execute a query, press F8 or click execute query button. To execute a query, press F8 or click execute query button.

Getting Around in Banner - QueryGetting Around in Banner - Query

Getting Around in Banner - QueryGetting Around in Banner - Query

• D% in a last name field will find all persons whose last name begins with the letter D.

• Peters%n in a last name field will bring back those persons whose last name is Petersen as well as whose last name is Peterson.

• 004% in an ID field will find all Banner ID numbers that begin with the number 004.

Search criteria entered

Results returned after the query is executed

• List of Values (LOV) allows you to choose from a list of valid codes for a given field.

• Valid codes are defined in validation forms.

• LOV is indicated with a drop down arrow next to the field.

• Can be accessed using the List function (F9) when the cursor is in the field or by double clicking in the field.

Getting Around in Banner - List of ValuesGetting Around in Banner - List of Values

Double click in the field or press F9 when the cursor is in the

field to display the List of Values

Getting Around in Banner - Date QueriesGetting Around in Banner - Date Queries

• Date queries require all four digits for a year when you query on a date field.

• Incorrect: If you query using 01-JUL-14 you will receive an error message.

• Correct: A date query using 01-JUL-2014 will return query results if they exist.

NOTE: In most date fields, if you double-click your mouse, Banner will display a calendar where you may select the date.

Getting Around in Banner - The CalendarGetting Around in Banner - The Calendar

Double-click any date Double-click any date field.field.

– If the date field has a value, the calendar highlights that date.

– If the date field is empty, the calendar highlights the current date.

– You can double-click a date on the calendar to return it to the calling form.

Getting Around in Banner - The CalculatorGetting Around in Banner - The Calculator

Double-click a numeric field.Double-click a numeric field.

– If the numeric field has a value, the calculator shows that value.

– You can use the mouse, number keys on the keyboard, or the numeric keypad (if the NumLock is enabled) to make calculations.

– When you’re done, click the OK button to return the calculated value to the calling form.

Open “My Banner Maintenance” form (GUAPMNU)Open “My Banner Maintenance” form (GUAPMNU)

Or…Or…

Getting Around in Banner - Create a Personal MenuGetting Around in Banner - Create a Personal MenuType the Object NameType the Object Name

1. Type the Object Name and press the [Enter] key on your keyboard.

2. After you press [Enter] the name of the Object will appear here

3. Click Save icon on the toolbar

Getting Around in Banner - Create a Personal MenuGetting Around in Banner - Create a Personal MenuSelect From a ListSelect From a List

1. Select object from menu. (To select multiple forms hold down the ctrl key as you select forms from the menu.) Selected objects appear blue.

3. Click the right arrow icon to move selected objects to your personal menu.

2. Place cursor where you want to insert selected object. If you select an existing object, the object(s) will be inserted after that object and before the next object.

4. Click Save icon on the toolbar.

Getting Around in Banner - View Your Personal MenuGetting Around in Banner - View Your Personal Menu

Exiting SCT Banner Exiting SCT Banner

1. When Exiting Banner, Click the “X” button on the general menu before closing the browser windows

2. Next, close both Internet Explorer browser windows

SecuritySecurity

• Your Security Class determines which Forms/Screens Your Security Class determines which Forms/Screens will be visible from the main menu.will be visible from the main menu.

• If you type a form name into the “Go To…” box and If you type a form name into the “Go To…” box and receive an error message you may not have access.receive an error message you may not have access.

• If you need access to something, but don’t have it, If you need access to something, but don’t have it, e-mail e-mail Banner@bridgew.edu..

• Some security access will need special BaRC Some security access will need special BaRC approval.approval.

Banner Term CodesBanner Term Codes

Format of Banner Term Codes is better for sorting.Format of Banner Term Codes is better for sorting.

• First 4 digits of term code represent the year

• Last 2 digits of term code represent the semester– 10 Starts in January– 50 Starts in May– 90 Starts in September

• Term codes for this Academic Year are:– Fall = 201390– Spring = 201410– Summer = 201450

Person SearchPerson Search

Search for a PersonSearch for a Person

• 8 digit BANNER IDs will replace the concept of SSN.8 digit BANNER IDs will replace the concept of SSN.

• To comply with privacy laws, access to social security To comply with privacy laws, access to social security numbers is limited to data entry personnel.numbers is limited to data entry personnel.

• Use Date of Birth, Address, Telephone Number to distinguish Use Date of Birth, Address, Telephone Number to distinguish between two people with the same name.between two people with the same name.

Person Search MethodsPerson Search Methods

• Search from Search from any any screen screen with ID/Person in the Key with ID/Person in the Key Block: Block:

Options:Options:– Enter ID in Key BlockEnter ID in Key Block– Enter Name in Key BlockEnter Name in Key Block– Click Drop Down Menu to Click Drop Down Menu to

go to Search Screengo to Search Screen

• Use wildcards (%) to search Use wildcards (%) to search on partial informationon partial information

ID and Name Extended SearchID and Name Extended Search

• Number of matches in top right box • Choose person from drop down list• Click Person Search Detail to go to directly to SOAIDEN• Enter known info (For example: ZIP) to filter results• Click in the top right corner of window to exit

If multiple matches are found for the criteria entered in the key block, The ID and Name Extended Search window is displayed.

General PersonGeneral Person

The General Person module is used to collect identification and demographic data about persons and non-persons. The person information is used in the Faculty Load, Admissions, and Recruiting modules.

General Person Identification General Person Identification (SPAIDEN)(SPAIDEN)

General Person Telephone (SPATELE)General Person Telephone (SPATELE)

E-mail Address (GOAEMAL)E-mail Address (GOAEMAL)

Hold Information (SOAHOLD)Hold Information (SOAHOLD)

General StudentGeneral Student

The General Student module provides a place for changing established data for students, such as changes in curriculum or residency. This information can be updated by Registration and Academic History.

General Student (SGASTDN)General Student (SGASTDN)

Additional Student Information Additional Student Information (SGASADD)(SGASADD)

Multiple Advisors (SGAADVR)Multiple Advisors (SGAADVR)

Guardian Information (SOAFOLK)Guardian Information (SOAFOLK)

Course CatalogCourse Catalog

The Course Catalog module defines the courses offered by Bridgewater State University.

Basic Course Information (SCACRSE)Basic Course Information (SCACRSE)

Course Detail Information (SCADETL)Course Detail Information (SCADETL)

Catalog Pre-requisite and Test Score Catalog Pre-requisite and Test Score Restrictions (SCAPREQ)Restrictions (SCAPREQ)

Class ScheduleClass Schedule

Information about the course is transferred to the Schedule module, where it is used to build the schedule of classes. In turn, Schedule passes information on to Registration to create class rosters, to Location Management for room scheduling, and to Faculty Load for faculty workload analysis.

Find Course Reference Number (CRN)Find Course Reference Number (CRN)

• Double-click the CRN field (if Double-click the CRN field (if label is blue)label is blue)

• SSASECQ appearsSSASECQ appears• Enter details you know about Enter details you know about

the classthe class• Use list of values (LOV) to Use list of values (LOV) to

look up field values. look up field values. (LOV available for fields in blue)(LOV available for fields in blue)

– Double click in field or click Double click in field or click once and select Help menu once and select Help menu and List to see valuesand List to see values

• Execute QueryExecute Query• Double Click in term field to Double Click in term field to

return CRN value to calling return CRN value to calling screenscreen

Schedule (SSASECT)Schedule (SSASECT)

Schedule Section Query (SSASECQ)Schedule Section Query (SSASECQ)

Schedule Detail (SSADETL)Schedule Detail (SSADETL)

Schedule Pre-requisite and Test Schedule Pre-requisite and Test Score Restrictions (SSAPREQ)Score Restrictions (SSAPREQ)

RegistrationRegistration

The Registration module interfaces with the Schedule and General Student modules to create attributes for terms, and maintain class rosters. This information is then passed to the Academic History module to update the student's academic records.

Registration Query (SFAREGQ)Registration Query (SFAREGQ)

Student Course Registration Audit Student Course Registration Audit (SFASTCA)(SFASTCA)

Class Roster (SFAALST)Class Roster (SFAALST)

How do I extract data?How do I extract data?

1.1. Select the Select the HelpHelp menu then menu then Extract Extract DataData

2.2. The File Download window will The File Download window will appearappear

3.3. Select Select SaveSave

4.4. Choose a directory and File NameChoose a directory and File Name

5.5. Open the file in ExcelOpen the file in Excel

6.6. Use Excel to reformat data to your Use Excel to reformat data to your needsneeds

Important Security Note: This feature may store confidential student information on your computer. Therefore, it is extremely important to delete files that are no longer necessary and prevent unauthorized access to your computer. Remember to shred printed material before discarding it.

What data can we extract?What data can we extract?

Form Name

Form DescriptionExtract Data with Key

Extract Data No Key

SFAALST Class Attendance Roster SFASLST Class Roster SHACRSE Course Summary

SIAASGQ Faculty Schedule Query

SFAREGQ Registration Query

SSASECQ Schedule Section Query

STVSUBJ Subject Code Validation Table

How can I print updated course enrollment How can I print updated course enrollment information? (Sec#, Instr, Avail Seats)information? (Sec#, Instr, Avail Seats)

You do not have to have a Banner account to access the Course You do not have to have a Banner account to access the Course Enrollment Report but you will need to be on campus. Enrollment Report but you will need to be on campus.

1. Go to https://infobear.bridgew.edu/BANP/bsc_api_reports.run_wsrenrl

2. Select the Academic Period and any of the optional categories

3. Select CSV version or PDF version

4. Click the Run Report button.