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SUNGARD Banner General Fundamentals -Form Naming -Menu -Navigation -Frequently Used Forms: General Student Admissions Holds, Authorization/Permits, Registration

SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

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Page 1: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

SUNGARD Banner

General Fundamentals

-Form Naming

-Menu

-Navigation

-Frequently Used Forms: General Student

Admissions

Holds, Authorization/Permits, Registration

Page 2: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

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.

Page 3: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

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”

Page 4: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

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

Page 5: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

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

Display below

Double Click Application You Wish To Use

Page 6: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

Enter your userid

and password

Page 7: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

Change your password

Page 8: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

Password Change

Page 9: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

Banner Main Menu

Form Access

Tree Hierarchy

- drill down

approach

Direct access

Personal

Menu

Site Map

Paige

Page 10: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

Form Overview Menu Bar

Tool Bar

Key Block

Auto-Hint Bar

Status Bar

Information

Block

Page 11: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

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

Page 12: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations
Page 13: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations
Page 14: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

Creating a personal menu -

GUAPMNU

Page 15: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations
Page 16: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

Results After Logging Off & Back On To Banner

Page 17: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations
Page 18: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

SOAIDEN – person search (CWID, or name)

Page 19: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

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

Page 20: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

SPAIDEN – general person info

Page 21: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

SAAADMS – admissions application

Page 22: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

SAADCRV – admissions decision

Page 23: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

SOAPCOQ – prior college query

Page 24: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

SGASTDN – gen. person academic

Page 25: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

SOATEST – test scores

Page 26: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

SSASECQ – section query

Page 27: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

SFAREGQ – registration query

Page 28: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

SFASTCA – registration audit trail

Page 29: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

SFASLST – class roster

Page 30: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

SHACRSE – course summary

Page 31: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

SHATERM – term history/gpa

Page 32: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

WOAHOLD – hold information

Page 33: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

SPACMNT – person comments

Page 34: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

SFASRPO – permits/authorizations

Page 35: SUNGARD Banner General Fundamentals · SHACRSE – course summary . SHATERM – term history/gpa . WOAHOLD – hold information . SPACMNT – person comments . SFASRPO – permits/authorizations

SZAREGS – student registration

szaregs