Customizing User Preferences in Banner Customizing the My Links Section In Banner, you can customize the links that appear in the My Links section on the main menu. These links open in a new web browser when you click them. The link to My Institution defaults to www.uillinois.edu, while the links to each University opens that main page. You can customize up to six links (including the default links to each University) using the General User Preferences Maintenance Form (GUAUPRF). To add your own personalized links to the My Links section, follow these steps. Step Task 1. Log in to Banner. 2. From the File menu, select Preferences, or type GUAUPRF in the Go To… field and press ENTER. The General User Preferences Maintenance Form will open. 3. Click the My Links tab. 4. Type web addresses and descriptions in the User Value fields. NOTE: The first section of three lines is set to the My Institution link. Do not change that setting. In any of the other sections, you can set values for your links. a. In the first User Value field, type what you want your link to be named. In this example, it is OBFS Home Page. b. In the next User Value field, type the web address for your link. This example uses: http://www.obfs.uillinois.edu c. Repeat steps a. and b. in other sections if you want to add more links. 5. Click the Save button when you are done. 6. Click the OK button in the pop-up window. 7. Click the Exit button to return to the Banner main menu. 8. Click the Exit button again to exit Banner completely. 9. Log in to Banner again to see your personal links under My Links on the right side of the main menu. 10. Click a link to open it in a new browser window or tab. NOTE: If the link does not open, your browser may have all pop-ups blocked. You may need to adjust your browser settings. OFFICE OF BUSINESS AND FINANCIAL SERVICES UNIVERSITY ACCOUNTING & FINANCIAL REPORTING 2009-2017 University of Illinois – Office of Business and Financial Services. All rights reserved. 4/21/2017 1 of 4 Customizing Color Settings Using the General User Preferences Maintenance Form (GUAUPRF), you can change your color settings for Banner. You can customize the color for the following areas: Non-iconic buttons—any button not on the toolbar Canvas—the background color of forms Code/description prompts—field names with a list of values associated with it Menu links canvas—color of the My Links section of the main menu Record highlighting—color of the record currently highlighted in a form Scroll bar—color of the scroll bar on the main menu or any form Separator line—color of the line separating sections in a form or on the main menu Menu tree canvas—color of the menu tree area of the main menu Below are pictures indicating each of these areas. Non-Iconic Button Menu Tree Canvas Menu Links Canvas Separator Lines Scroll bar Areas on Main Menu Where Colors Can be Customized OFFICE OF BUSINESS AND FINANCIAL SERVICES UNIVERSITY ACCOUNTING & FINANCIAL REPORTING 2009-2017 University of Illinois – Office of Business and Financial Services. All rights reserved. 4/21/2017 2 of 4 Code/ Description Prompts Canvas Record Highlighting Other Areas Where Colors Can be Customized Steps to Customize Banner Color Settings NOTE: You cannot customize colors in GUAUPRF while forms are open. Step Task 1. Log in to Banner. 2. From the File menu, select Preferences, or type GUAUPRF in the Go To… field and press ENTER. The General User Preferences Maintenance Form will open. 3. Click the Display Options tab, if necessary. NOTE: The User Interface Color Settings section on the right side has default settings for categories, such as the canvas or buttons. 4. Click the Search button next to the User Value field to change a category’s color. 5. Select a color for the category. This will become the value shown in the User Value field. 6. Click the OK button. NOTE: After you make a selection, you will see the selected color in the background of the User Value field. 7. Repeat steps 4-6 as needed. 8. Click the Save button when you are done. 9. Click the Exit button to return to the Banner main menu. Steps to Restore Colors to Default If you want to restore any of your customized colors to the default colors, follow the steps on the next page. NOTE: You cannot make changes in GUAUPRF while forms are open. OFFICE OF BUSINESS AND FINANCIAL SERVICES UNIVERSITY ACCOUNTING & FINANCIAL REPORTING 2009-2017 University of Illinois – Office of Business and Financial Services. All rights reserved. 4/21/2017 3 of 4 Step Task 1. Log in to Banner. 2. From the File menu, select Preferences, or type GUAUPRF in the Go To… field and press ENTER. The General User Preferences Maintenance Form will open. 3. Click the Display Options tab, if necessary. 4. Locate the category you wish to change. 5. Click in the User Value field. 6. Select Remove from the Record menu. You will receive this warning: 7. Click the Yes button. 8. Repeat steps 4-7 as needed. 9. Click the Save button when you are done. 10. Click the Exit button to return to the Banner main menu. Checking Banner Messages Check the Check Banner Message link, under the My Links section of the main menu, if you think you might have a Banner message. If there is a green check mark next to the Check Banner Message link, there is a message for you. Click Check Banner Message to open the General Message Form (GUAMESG) and display the message. If you are working in a Banner form, you can check for Banner messages by clicking the View/Send Message button on the toolbar. There is no difference in the appearance of the button when a message is present. Example of message waiting OFFICE OF BUSINESS AND FINANCIAL SERVICES UNIVERSITY ACCOUNTING & FINANCIAL REPORTING 2009-2017 University of Illinois – Office of Business and Financial Services. All rights reserved. 4/21/2017 4 of 4
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