Quick Tips on
Banner
Rich Loftus, Board of Regents
Thu., June 2 | 2:15 PM | Avignon
Data Entry/Query
• When entering today’s date in the system
did you know you can enter a
• T for Today’s Date
• D for Today’s Date
• Really any letter for speedy entry of the
date on forms and processes….
Data Entry/Query
• Data Query Techniques
– Searches using % and _
– Date queries using < or >
– Expert queries using :A and :B etc.
General User Preferences
Maintenance Form (GUAUPRF)
• Use this form to
establish personal
preferences for the
logged in user ID.
General User Preferences
Maintenance Form (GUAUPRF)
• Display Options. You can:
– Display/hide the horizontal toolbar.
– Display/hide bubble help.
– Specify the contents of form title bars (form
name, release number, and database
instance).
– Specify whether form names are displayed in
the Options menu and/or navigation frame.
General User Preferences
Maintenance Form (GUAUPRF)
• Customize Toolbars. You can add or
remove buttons on either the horizontal or
vertical toolbar.
• Directory Options. You can identify the:
– Directory where data extract files are written.
– Oracle Reports server.
General User Preferences
Maintenance Form (GUAUPRF)
• Directory Options. You can identify the:
– Directory where online help files are stored for
users who are using Banner through a Web
browser. This is a URL that points to the
directory where the files are stored. The
directory must be accessible from the Web
server.
– Directory where online help files are stored for
users who are using Banner in a client/server
environment.
Directory Options
Directory Options
Directory Options
General User Preferences
Maintenance Form (GUAUPRF)
• The Default Value for each directory
option applies to the entire institution and
can be changed by the system
administrator. The logged in user can
change the User Value.
Personal Menu Maintenance
Form (GUAPMNU)
Personal Menu Maintenance
Form (GUAPMNU)
• Use this form to create a personal menu
tied to your Oracle user ID.
• A personal menu contains the forms, jobs,
menus, and QuickFlows that are most
important in your daily work.
• Once the personal menu is created, you
can access it from the main menu.
My Banner
Person Search
Person Search
Form or Process Search
• Direct Access
• Object Search
• Direct Access Query
Form and Process Search
Data Entry/Query
• GUAOPTM Options Maintenance Form
Use this form to define the options that
appear in the Options menu and/or
navigation frame for a specific form
Lets look at an example for ZHAHOPE…
Data Extraction
• Data Extraction Techniques
GJIREVO- Saved Output Review Form
Job Submission provides online access to
output for viewing, saving, and printing via
the Saved Output Review Form
(GJIREVO). This feature works with Pro*C
programs only.
Must use Database as your printer.
Data Extraction
• Data Extraction Techniques
General User Preferences Maintenance
Form GUAUPRF identifies the directory
where extract files are located. Banner
delivered default is C:\temp.
Data Extraction
• Data Extraction to Spreadsheets
The Object Maintenance form (GUAOBJS)
is used to enable the extract feature.
Not all forms have been tested, but lists
are in each chapter of the documentation.
Banner Resources
• Banner has several types of help that can
give you immediate online assistance.
– Dynamic Help
– On Line Help
– On Line Documentation
SCT Action Web
• Documentation
– Handbooks
• FAQ’s
• Banner Basics
SSCT CBT’s
• Navigation
• Financial Aid Overview
• Population Selection for Financial Aid
Training Materials
Questions / Open Tips
Tips from our Peers?
Resources?