Web Self Service/Counseling Faculty

Simplifying Banner INB and Faculty Self Service for Counseling Faculty

Catherine Machado – Cuesta College

Steps to Success

• Prepare• Plan• Partner• Collaborate• Document• Train• Repeat (as necessary)

Prepare everyone for CHANGE

Thoughts you might be feeling about our campus computer conversion (we feel it

too!)• I hate this.• We are not ready to go live.• Why did we make this change?• Students won’t be able to get their needs met.• Our old programs were better.• I like what we have now.• Why did we spend so much money on this?• It is going to be impossible to learn so quickly.

Prepare Yourself and Your Director

Yourself• Reduce or eliminate

student contact• Work from home• Change in routine• Impact on personal

life• Banner on the

brain!!!

Director• Time to attend

training and consulting sessions

• Time to attend conferences

• Time to learn• Time to train• Time for staff to

attend trainings• Time to be available

for questions

Plan to Keep up with Details

To be completed by:

Counseling Functional Leads

Training Plan Date: 3-Mar-08

Done? Project OZ Due By Notes

Timeline ongoing

Training ongoing

Planning ongoing

updates ongoing

project plan ongoing

SARS integration 5/1/08

app/reg process

data converstion

support

Done? myCuesta Due By Notes

a login 11/9/07a navigate 11/10/07a add channel 11/11/07a join group 11/12/07a group tools 11/13/07a calendar 11/14/07a bookmarks 11/15/07

overlap of summer/fall process needs to be finalized

trainer onsite during 1st 2 weeks of fall registration

myCuesta.edu

Project OZ

updated daily; distributed weekly

consulting sessions w/SIG Trainer through summer

FL planning training sessionsall docs, web, online orientation, in-person orientation updated with Banner relatied changes ie. Terminology

keep abreast w/steering committee re:mods/bolt-ons/etc.

integration w/banner, ID converstion, SARS plan

need process finalized to train

Done? Banner INB Due By Notes

login 4/1/08a navigation 3/14/08

terminology ongoing

student lookup 4/11/08

student history 4/11/08

prerequisites 4/4/08

entering MIS 4/18/08

SEP process 4/18/08

* 4/4/08

* 4/18/08

* 4/21/08

Done? Self Service Due By Notes

access 4/11/08

navigation 4/11/08

terminology 4/11/08

student registration 4/11/08

student lookup 4/11/08

student history 4/11/08

* 4/11/08

Done? Xtender Due By Notes

access/login 5/2/08

navigation 5/2/08

terminology 5/2/08

lookup adhoc 5/2/08

lookup in Banner 5/2/08

print 5/2/08

* 5/2/08

*Related non-technical element required by Banner

lookup, test scores, articulation

what, where, who

new SEP, entering into Banner, scan in Xtender

order new printers

need new SEP ready to finalize process

need prerequisite policy/pocedure finalized to train

Naming conventions, forms, folders, fields, blocks, tips & tricks

Old = New; updated daily; distributed weekly

lookup student info, status

lookup history, current & future schedules, fees, print

TRAINING, PPRD, PROD

PPRD, PROD

student SS vs. faculty SS

same and different

process, facutly side

lookup student info, status

lookup history, current & future schedules, fees, print

need timeline for implementation for training

need to meet with A&R to finalize process prior to training

Partner aka Banner Buddy

• Each counselor partnered with another counselor as “Banner Buddy”.

• Banner Buddies– Work together on training homework– Help absent Buddy catch up on material

from training session– The person with which to start with

questions– Remind each other to refer to

documentation– Moral support

Collaborate With Other Departments

• Share documentation• Work together to use the same

terminology• Help each other with training topics• Give heads-up when issues arise• Meet regularly – ex. Cuesta Banner

Functional Leads meet monthly

Document EVERYTHING

• Training agendas• Workbooks• Cheat sheets• Email “Banner Tip of the Day”• Luminis Counseling Group

Train

Tips• Use a consistent format• Start slowly and simply• Train on a limited

number of topics at a time

• Hold sessions no more than a week a part

• Cheat Sheets – quick reference guides

Topics• Luminis Portal login and

navigation• INB and Faculty &

Advisor Self Service – Navigation (INB)– Terminology– Student lookup– Student history– Test scores– Prerequisites (INB)– Recording student

contacts (INB)– Entering SEP data (INB)

Counseling Department Banner Navigation Training 3/14/2008 Login to PPRD (After having performed the steps outlined in Preparation for INB Training document) Username = same as myCuesta username Password = same as myCuesta password Database = leave blank Click Connect button

Cheat SheetsBanner Toolbar Icons and Functions Banner Toolbar Icons and Functions

SAVE F10

Save or commit new or changed records.

ROLLBACK SHIFT F7

Clear current record and return to key block.

SELECT SHIFT F3

Select record and return value back to data field of form.

INSERT RECORD

F6 Insert new record

REMOVE RECORD SHIFT F6

Remove record

PREVIOUS RECORD

UP ARROW Navigate to previous record for ID/Course entered in key block.

NEXT RECORD

DN ARROW Navigate to next record when multiple records exist.

PREVIOUS BLOCK

CTRL PG UP Navigate to prior block/window within form.

NEXT BLOCK

CTRL PG DN Navigate to next block/window within form.

ENTER QUERY

F7 Initiates query mode to search for specific data.

EXECUTE QUERY

F8 Initiates query search pertaining to search criteria entered.

CANCEL QUERY CTRL Q

Initiates an end to current query or releases query mode.

PRINT CTRL P Print screen

ONLINE HELP

Banner Online Help or Banner Help Center

EXIT CTRL Q

Exit from current form back to menu or prior form (if left open)

SAVE F10

Save or commit new or changed records.

ROLLBACK SHIFT F7

Clear current record and return to key block.

SELECT SHIFT F3

Select record and return value back to data field of form.

INSERT RECORD

F6 Insert new record

REMOVE RECORD SHIFT F6

Remove record

PREVIOUS RECORD

UP ARROW Navigate to previous record for ID/Course entered in key block.

NEXT RECORD

DN ARROW Navigate to next record when multiple records exist.

PREVIOUS BLOCK

CTRL PG UP Navigate to prior block/window within form.

NEXT BLOCK

CTRL PG DN Navigate to next block/window within form.

ENTER QUERY

F7 Initiates query mode to search for specific data.

EXECUTE QUERY

F8 Initiates query search pertaining to search criteria entered.

CANCEL QUERY CTRL Q

Initiates an end to current query or releases query mode.

PRINT CTRL P Print screen

ONLINE HELP

Banner Online Help or Banner Help Center

EXIT CTRL Q

Exit from current form back to menu or prior form (if left open)

8 10/3/2008 9:10 PM

8 10/3/2008 9:10 PM

Faculty and Advisor Self Service

• Set up Student Information Menu access:– Counselors can view student information

for any student.– Other faculty are restricted to student

information for students enrolled in their courses.

• Provides counselors with a user friendly way to access most of the information needed from Banner.

Technical Set-Up

• SIAINST – check the advisor box

• GTVSDAX – set up as below