Introduction to Banner Student
Created & Presented by
Stacey Osborn
Agenda
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Login to Banner
Banner Forms
Banner Queries
Create a “My Banner” Menu
Exit SCT Banner
Banner Forms
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General Student Forms
Course Catalog Forms
Course Schedule Forms
Registration Forms
• Extract Data
• Course Enrollment Reports
Items of Interest
• Banner is accessed only from on campus via your browser.
The URL is: http://banner/
• Send questions to:
[email protected]
[email protected]
508.531.2555
• Banner Documents:
https://my.bridgew.edu/departments/as/SitePages/Docum
ents.aspx
Connect to Banner
• Open browser to
http://banner
• Click Banner
Production
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Enter your Username
Enter your Password
Click Login
Getting Around in Banner - Main Menu
Types of Banner Forms
• Menu Forms
• Application Forms
• Query Forms
• Validation Forms
• Control Forms
• Rule Forms
• Inquiry Forms
• Wizard Forms
You will use the Menu, Application, and
Query forms most often.
Validation, rule and control forms are
used to tailor Banner to the institutions
procedural requirements.
Getting Around in Banner – Naming Conventions
All Banner forms, reports, tables and processes are seven characters long and have the
following structure:
Position 1:
Position 2:
Identifies the primary system owning the form, report, process or table. In the
example below, the S denotes the Student system.
Identifies the application module owning the form, report, process or table.
Position 3:
Identifies the type of form.
Positions 4-7:
Identifies a unique four-character name for the form.
Position 1:
Position 2:
Position 3:
Positions 4-7:
S
P
A
I
D
E
N
1
2
3
4
5
6
7
S – Student system
P – Person application module
A – Application form
IDEN – mnemonic indicating the form deals with identity of the person
Getting Around in Banner –Forms
You can access forms many ways:
1.
Type the 7-character form name
in the “Go To…” box and press
the enter key on your keyboard.
2.
Select the file menu and Direct
Access. Use this to open a new
form from another form.
3.
Options menu to access related
forms and/or blocks.
4.
Navigate through menus
5.
Use Object Search
Getting Around in Banner - Direct Access
To open the Direct Access
menu, select the file menu
and choose Direct Access.
Type the 7 character form name and press Enter
Getting Around in Banner - Object Search
From the General menu:
– Double click in the Go To…
text field
– Click the drop down arrow
– Press the F9 Key
From any form, select Object
Search from the File menu.
From a drag and drop form,
press F9.
Getting Around in Banner - Object Search
1.
Type search string in the
Object Name or Description
field.
– Remember to use “%” as a
wildcard to make searches more
effective.
2.
Execute the Query to begin
the search (Press F8).
3.
Select the desired object
and click the Start button.
The requested object will be
displayed.
When searching for an
object, keep in mind the
naming conventions located
earlier in this document.
Getting Around in Banner - Anatomy of a Form
Menu Bar
Toolbar
Title Bar
Key Block
Information Block
Auto Hint and
Status Bar
Anatomy of a Form - Blocks
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The Key Block
– is the first block on most forms
– determines what is entered or
displayed in a form
– cannot update information
– To return to the Key Block once
you have moved out of it is by
using the Rollback function.
Information Block(s)
– contain related information on a
form
– are usually separated from other
blocks on a window by a line
– Check Navigation Frame
Options for available blocks in a
form.
Key Block
Information Block
Getting Around in Banner –
Components of a Form
Fields
Radio Group
Button
Check box
Pull Down
Getting Around in Banner - Query
Enter -
puts the form into query mode
and lets you enter criteria.
Execute -
searches the database and
displays any records that
match the-search criteria.
Cancel -
cancels the query and takes
the form out of-query mode.
Getting Around in Banner - Query
• To start a new query, press F7 or click enter query button.
• Enter the data on which you want to search. Enter as much
of the search string as you know. If you are looking for
Supercalifragilisticexpialidocious and do not know how to
spell it, you can enter Super%. The ‘%’ is a wild-card
indicator that means Super + anything else will match for
results.
• To execute a query, press F8 or click execute query button.
Getting Around in Banner - Query
• D% in a last name field
will find all persons whose
last name begins with the
letter D.
Search criteria
entered
Results returned after the
query is executed
• Peters%n in a last name
field will bring back those
persons whose last name
is Petersen as well as
whose last name is
Peterson.
• 004% in an ID field will
find all Banner ID numbers
that begin with the
number 004.
Getting Around in Banner - List of Values
Double click in the field or press
F9 when the cursor is in the field
to display the List of Values
• List of Values (LOV) allows
you to choose from a list of
valid codes for a given field.
• Valid codes are defined in
validation forms.
• LOV is indicated with a drop
down arrow next to the field.
• Can be accessed using the
List function (F9) when the
cursor is in the field or by
double clicking in the field.
Getting Around in Banner - Date Queries
• Date queries require all four digits for a year when you query on a
date field.
• Incorrect: If you query using 01-JUL-14 you will receive an error
message.
• Correct: A date query using 01-JUL-2014 will return query results if
they exist.
NOTE: In most date fields, if you double-click your mouse, Banner
will display a calendar where you may select the date.
Getting Around in Banner - The Calendar
Double-click any date field.
– If the date field has a
value, the calendar
highlights that date.
– If the date field is empty,
the calendar highlights
the current date.
– You can double-click a
date on the calendar to
return it to the calling
form.
Getting Around in Banner - The Calculator
Double-click a numeric field.
– If the numeric field has a
value, the calculator shows
that value.
– You can use the mouse,
number keys on the keyboard,
or the numeric keypad (if the
NumLock is enabled) to make
calculations.
– When you’re done, click the
OK button to return the
calculated value to the calling
form.
Getting Around in Banner - Create a Personal Menu
Type the Object Name
Open “My Banner Maintenance” form (GUAPMNU)
1. Type the Object Name and
press the [Enter] key on your
keyboard.
2. After you press [Enter] the
name of the Object will appear
here
3. Click Save icon on the toolbar
Or…
Getting Around in Banner - Create a Personal Menu
Select From a List
1. Select object from menu.
(To select multiple forms hold
down the ctrl key as you select
forms from the menu.) Selected
objects appear blue.
2. Place cursor where you want to
insert selected object. If you
select an existing object, the
object(s) will be inserted after
that object and before the next
object.
3. Click the right arrow icon to
move selected objects to your
personal menu.
4. Click Save icon on the toolbar.
Getting Around in Banner - View Your Personal Menu
Exiting SCT Banner
1. When Exiting Banner,
Click the “X” button on
the general menu
before closing the
browser windows
2. Next, close both
Internet Explorer
browser windows
Security
• Your Security Class determines which
Forms/Screens will be visible from the main menu.
• If you type a form name into the “Go To…” box and
receive an error message you may not have access.
• If you need access to something, but don’t have it,
e-mail [email protected].
• Some security access will need special BaRC
approval.
Banner Term Codes
Format of Banner Term Codes is better for sorting.
• First 4 digits of term code represent the year
• Last 2 digits of term code represent the semester
– 10 Starts in January
– 50 Starts in May
– 90 Starts in September
• Term codes for this Academic Year are:
– Fall = 201390
– Spring = 201410
– Summer = 201450
Person Search
Search for a Person
• 8 digit BANNER IDs will replace the concept of SSN.
• To comply with privacy laws, access to social security
numbers is limited to data entry personnel.
• Use Date of Birth, Address, Telephone Number to distinguish
between two people with the same name.
Person Search Methods
• Search from any screen
with ID/Person in the Key
Block:
Options:
– Enter ID in Key Block
– Enter Name in Key Block
– Click Drop Down Menu to
go to Search Screen
• Use wildcards (%) to search
on partial information
ID and Name Extended Search
If multiple
matches are
found for the
criteria entered
in the key
block, The ID
and Name
Extended
Search window
is displayed.
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Number of matches in top right box
Choose person from drop down list
Click Person Search Detail to go to directly to SOAIDEN
Enter known info (For example: ZIP) to filter results
Click
in the top right corner of window to exit
General Person
The General Person module is used to collect
identification and demographic data about
persons and non-persons. The person
information is used in the Faculty Load,
Admissions, and Recruiting modules.
General Person Identification
(SPAIDEN)
General Person Telephone (SPATELE)
E-mail Address (GOAEMAL)
Hold Information (SOAHOLD)
General Student
The General Student module provides a place for
changing established data for students, such as
changes in curriculum or residency. This
information can be updated by Registration and
Academic History.
General Student (SGASTDN)
Additional Student Information
(SGASADD)
Multiple Advisors (SGAADVR)
Guardian Information (SOAFOLK)
Course Catalog
The Course Catalog module defines the courses
offered by Bridgewater State University.
Basic Course Information (SCACRSE)
Course Detail Information (SCADETL)
Catalog Pre-requisite and Test Score
Restrictions (SCAPREQ)
Class Schedule
Information about the course is transferred to
the Schedule module, where it is used to build
the schedule of classes. In turn, Schedule passes
information on to Registration to create class
rosters, to Location Management for room
scheduling, and to Faculty Load for faculty
workload analysis.
Find Course Reference Number (CRN)
• Double-click the CRN field (if
label is blue)
• SSASECQ appears
• Enter details you know about
the class
• Use list of values (LOV) to
look up field values.
(LOV available for fields in blue)
– Double click in field or click
once and select Help menu
and List to see values
• Execute Query
• Double Click in term field to
return CRN value to calling
screen
Schedule (SSASECT)
Schedule Section Query (SSASECQ)
Schedule Detail (SSADETL)
Schedule Pre-requisite and Test Score
Restrictions (SSAPREQ)
Registration
The Registration module interfaces with the
Schedule and General Student modules to create
attributes for terms, and maintain class rosters. This
information is then passed to the Academic History
module to update the student's academic records.
Registration Query (SFAREGQ)
Student Course Registration Audit
(SFASTCA)
Class Roster (SFAALST)
How do I extract data?
1. Select the Help menu then Extract
Data
2. The File Download window will
appear
3. Select Save
4. Choose a directory and File Name
5. Open the file in Excel
6. Use Excel to reformat data to your
needs
Important Security Note: This feature may store confidential student information
on your computer. Therefore, it is extremely important to delete files that are no
longer necessary and prevent unauthorized access to your computer. Remember to
shred printed material before discarding it.
What data can we extract?
Form
Name
Form Description
Extract Data
with Key
Extract Data
No Key
SFAALST
Class Attendance Roster
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SFASLST
Class Roster
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SHACRSE
Course Summary
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SIAASGQ
Faculty Schedule Query
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SFAREGQ
Registration Query
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SSASECQ
Schedule Section Query
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STVSUBJ
Subject Code Validation Table
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How can I print updated course enrollment
information? (Sec#, Instr, Avail Seats)
You do not have to have a Banner account to access the Course
Enrollment Report but you will need to be on campus.
1. Go to
https://infobear.bridgew.edu/BANP/bsc_api_reports.run_wsrenrl
2. Select the Academic Period and any of the optional categories
3. Select CSV version or PDF version
4. Click the Run Report button.