Customizing User Preferences in Banner

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
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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:
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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
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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
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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
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