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SCT Banner

General Overview

Level 1 Training

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Banner Training Levels

Level 1 - General overview of system Level 2 - Functional Area Specific training Level 3 - Cross Departmental Training

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Banner Login

Enter URL: http://199.29.216.232:16220 Userid: sftrain02, sftrain03, etc. Password: sfire2k Database: ncctrn Press “enter” Click on “OK” on the Banner intro screen

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Training Goals:

Overview of SCT Banner SICAS Center: What is it? Major Modules of Banner Naming conventions General navigation skill development Understanding of how it will impact the

way we do business

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Banner is “our” friend

Long term benefits will outweigh short term frustrations.

Change is often difficult. The sooner we embrace the software, the sooner we will be able to focus on business solutions rather than problems.

Banner is NOT CAMS or CCASTS.

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Banner Implementation Schedule

October 2002- Admissions “go live’ February 2003- Financial Aid “go live’ March 2003- Student Registration “go live” June 2003- Student Billing “go live” September 2003- Finance “go live” 2004/2005- Human Resources and Payroll

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What is the SICAS Center?

Student Information and Campus

Administrative Systems

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What is the SICAS Center ?

Located on the SUNY Oneonta Campus Serves as a liaison between member

campuses and SCT, and developing and maintaining SUNY enhancements to Banner.

Responsible for new releases/updates of Banner software and provides documentation to member campuses

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SICAS Center Benefits

Areas of Support: -Banner baseline modifications -SUNY enhancements -Software installation -Documentation -Communication

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What is SCT Banner?

Banner is a “relationship” database designed for Institutes of Higher Learning to facilitate and support the way higher education conducts business.

“Relationship” database as defined by the fact that there are data tables within the system that are “shared” by different modules.

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Introduction

The General System is the core component of the Banner series, integrated with the Banner Alumni/Development, Finance, Financial Aid, Human Resources, and/or Student systems.

Banner General provides the applications with centralized system management tools and utility programs.

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The Banner System

Student

Finance

Alumni FinancialAid

PayrollGeneral

PositionControl

AccountsReceivable

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Banner General

JobS u b

P opS e lec tion

L e tte rG en

G rap h in g S ys F u n c t/A d m in

E ven tM g m t

W ebM g m t

B an n erG en era l

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Information flow among selected Student System modules

Registration

General S tudentRecord

Adm issions

Recruiting(Optional)

General Person(Em ployees, S tudents,

Vendors, etc.)

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Banner General

System Functions/Administration

– Manages the functions that are common to all Banner systems.

Job Submission

– Facilitates the background processing of reports and processes

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Banner General

Population Selection

– Offers processes the ability to identify groups for reporting purposes or for facilitating letter generation.

Letter Generation

– Constructs letters or merge files for mailing to selected populations.

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Banner General

Event Management

– Manages the scheduling of events, such as alumni fundraising activities.

Graphing

– Produces graphs of Banner data. Web Management

– Enables the customization of Banner web pages.

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SCT Banner Student System Modules

Course Catalog Class Schedule General Person Faculty Load Location

Management Recruiting Admissions

General Student Registration Accounts Receivable Academic History Curriculum, Advising

and Program Planning (CAPP)

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Course Catalog

This module enables you to define courses to be entered in the institutions catalog.

Includes such data as course title, department, credit hours, co- or prerequisites, fee information, and any restrictions for the course.

Start and end terms along with text to be printed on the course bulletin

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Class Schedule

Contains the data to build and print a schedule, including term attributes.

Instructors are assigned to classes and classes are scheduled in to rooms, pending room attributes.

Also provides a means of “rolling” the schedule forward to next applicable term to decrease data entry.

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General Person

Supplies the means to identify both persons and non-persons in the system.

ID number, name, address, and biographic information is maintained.

Emergency contact, medical, and international info stored for use in other modules.

Support services such as goals, needs, services can be maintained

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Faculty Load

Enables you to maintain information including instructional and non-instructional assignments for faculty.

Personnel information, tenure status, sabbatical dates, along with workload and contract information can be maintained.

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Location Management

Allows for definition of the institution’s buildings and room facilities.

Provides list of available rooms that include attributes of each room.

Means for assigning rooms for special events on campus

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Recruiting

Maintains information about potential recruits such as: source, major, test scores, high school and college information.

Allows for a plan for producing materials and creation of materials to be sent to prospects.

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Admissions

Establishes an admissions record and tracks what a student needs to continue the application process.

Rule development to determine acceptance status.

General student records are automatically created once an applicant has been accepted.

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Admissions (cont.)

Test scores, high school and prior college information is stored in this module.

Provides the means to allow quick entry for automatic registration eligibility. (used primarily for non-matriculated and community education students)

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General Student

Modifies current information for students such as curriculum changes, residency status, and student type.

Provides information on career choice, advisor, activities, and veteran information.

Student classification, co-op information, as well as Student Right to Know information is maintained.

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Registration

Allows for creation of enrollment information for a specific term.

Defines rules determining student and course status and controlling actions to be taken at registration.

Tuition and fees policy built in registration, along with rules for fee assessment.

Student schedules and bills are produced and class rosters are maintained.

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Accounts Receivable

Establishes AR codes, detail codes, messages to be printed on bills, methods of payments, how credit are handled.

Maintains non-student accounts, payments are entered here and accounts can be reviewed and updated.

Billing and invoicing are controlled here, along with collection agency assignments

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Academic History

Enables you to build grading policies and maintain grades. System checks for repeated courses.

Academic standing is calculated using user defined rules regarding probation.

Grade mailers are produced and term GPA information is stored.

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Academic History (cont.)

Degrees and honors associated, as well as majors and minors are housed here.

Transfer coursework is recorded Transcripts are generated. Graduation information, including diploma,

ceremony, and graduation dress is also available in this module.

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Curriculum, Advising, and Program Planning (CAPP)

Builds degree program codes establishing appropriate majors, minors, and concentrations for degree programs

In short, this module is designed to perform an automated process of “Degree Audit”.

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Banner General -Types of Menus Process menus -

Manage the enterprise - Matriculate to Educate - Forecast to Enroll -Plan to Fund

Product menu- Where you can find each individual module within Banner

Personal Menus-designed to customize the modules and forms that you use to do your job

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Banner General-Types of Forms

Application- Enter, review, and modify data Validation- Define valid data values for

specific data fields Rule and Control- Establish the rules that

control the processing on other forms Query- Review existing records meeting a

specific set of criteria Inquiry- Similar to query forms

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What are Naming Conventions?

All Banner objects adhere to naming conventions

– e.g., forms, tables, processes

– refer to chapter one of the technical reference manuals

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Form, process, and table naming

The names of all Banner forms (except menu forms), reports, processes, and tables are seven characters long and have this structure:Example G L R V R B L - - - - - - -Position Locations 1 2 3 4 5 6 7

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Position Location 1 Identifies the primary system owning the form, report,

process, or table.

S - Student

T - Accounts Receivable

V - Voice Response

H - New Products (Web)

W Y Z - Reserved for client-developed new applications built to co-exist with Banner applications

A - Alumni/Development

R - Financial Aid

F - Finance

G - General

N - Position Control

P - Human Resources/ Payroll/ Personnel

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General Position Location 2 Identifies the module owning the form, process, or table. If Position 1 is G, the character in Position 2 is:

U - Utility

W Y Z - Reserved for client- developed forms or modules used within a Banner application (character in position 1 not = W, Y, Z)

E - Event Management

J - Job Submission

L - Letter Generation

O - Overall

P - Purge

T - Validation Form/Table

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General Position Location 3 Identifies the type of form, report, process, or table.

Q - Query Form accessed

from another form

R - Rule Table, Repeating

Table, Report or Process

T - General Maintenance Test

Pattern

V - Validation Table or View

A - Application

B - Base Table,

Batch COBOL Process

I - Inquiry Form

O - Online COBOL

Process

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Positions 4, 5, 6, 7

Identifies a unique four-character name for the

form, report, process, or table

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GUAIDEN

G General

U Utility

A Application

IDEN Identification

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SPAPERS

S Student

P Purge

A Application

PERS Entering Person data

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GTVZIPC

G General

T Table

V Validation

ZIPC ZIP/Postal Code

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SPAIDEN

S Student/Shared

P Person

A Application

IDEN Identification

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Menus/Forms Navigation

Parts of a form

– Banner Menu Bar

– Blocks

– Buttons

– Text items

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Banner Menu Module Across top of every Banner form GUI => pull down/activate by clicking

(Windows based) Character Mode => keystroke (key map)

– Enter to get first menu

– “Next Item” to move across bar to menus Dimmed options are not available Not available if already in dialog, alert box, or

List of Values (LOV) waiting for response

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Banner 5.x Menu Module File Block Query

Edit Field Help

Options Record Window

**These Buttons are located along the top of your Banner screen in each module

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File Menu Navigation to other forms

– Direct Access - Presents window to open an additional form

– Object Search - Allows you to search and open an additional form

– Quick Flow - Pops up window to allow choosing a call list

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File Menu (cont)

Form Activities – Select - Used to select a value from LOV and

return – Print - Prints the active window– Rollback - Clears form and puts cursor at key

block– Save - Saves changes since last save– Refresh - character mode only, redraws the

form/screen

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File Menu (cont) Form Exits

– Exit»From a form, out of that form to previous»From a menu, exit from Banner »From Query Mode, cancels the query

– Exit Quick Flow»If you’re in a call list, you exit, going

back to regular forms navigation

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Edit Menu

Provides text editing

– Cut - Remove selected text to clipboard

– Copy - Copy selection to clipboard

– Paste - Paste clipboard contents to cursor location.

– Edit - Presents the Editor window

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Options Menu

Lists navigation and processing options available in current form

– Displays the names of blocks and related forms that can be called from current form

– Divider line between blocks and forms

– Search on name of options listed, similar to LOV windows

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Options Menu (cont)

Entries in this pull down menu are not hard coded into each form or menu module.

Entries maintained by the GUAOPTM form.– Entries kept in the GUROPTM table.

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Block Menu

Moves cursor between blocks in a form which have modifiable fields

– Previous - moves cursor to previous block

– Next - moves cursor to next block

– Clear - clears the information from the current block

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Field Menu

Moves cursor between modifiable fields

– Display-only fields are skipped by cursor

– Previous - moves to previous field

– Next - moves to next field

– Clear - clears current field

– Duplicate - used with repeating records to carry data from prior record’s field into current field

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Record Menu Navigates cursor between rows

– Previous - moves cursor to previous row

– Next - moves cursor to next row

– Scroll Up - moves viewing area up the list of records.

– Scroll Down - moves viewing area down the list of records.

– Clear - clears fields on the form for current record

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Record Menu

– Remove - removes the record

– Insert - adds a new blank record into the list of existing records

– Duplicate - creates another record with same values of the current one

– Lock - locks tables on non-Oracle databases.

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Query Menu Query performs database searches

– The status of query or query mode is shown in the status line at bottom of the form

– Enter - puts you into query mode so you may enter search criteria

– Execute - returns records from database search– Last criteria - populates search criteria for use

again

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Query Menu

– Cancel - exits query mode

– Count hits - counts the number of records that will be returned by query

– Fetch Next Set - used to bring the next set of records to the window which satisfied the search criteria

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Help Menu

Provides different levels of form documentation– Help - Shows Forms property sheet for the

field– Keys - key mapping – List - Presents the List Of Values (LOV) box

attached to the field– Display Error - details of ORACLE errors

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Help Menu

– Dynamic Help Query - Pops up window for accessing help - local or baseline

– Dynamic Help Edit - Pops up window allowing editing of text in help

– Display image - GUI only, for displaying available image

– About Banner - pops up form version information

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Window Menu

– Cascade - arranges open windows in a cascade

– Tile - alternative arrangement to cascade for open windows

– Arrange Icons - distributes icons in an open window

– Shows a list of open windows

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Banner Toolbar (handout)

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Toolbar Definitions

Save-Saves all changes entered Rollback- Clears all information and

returns you to the first enterable field in the key block. If you enter changes and do not save them, it will prompt you to do so.

Select-Returns you to the calling form and enters the selected value into the field

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Toolbar Definition

Insert Record-allows you to insert an additional record within a form.

Delete Record- Deletes a record from a form. Enter Query-Puts the form into query mode

so you can search criteria to see what information is already in the database.

Execute Query- searches the database and displays the matches for your criteria.

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Toolbar Navigation

Cancel Query- Cancels your current search Previous record- moves the cursor to the first

enterable field in the previous record Next record- Moves the cursor to the first

enterable field in the next record. Previous block- Moves the cursor to the previous

block that has at least one field to enter. If it is in another window, it will open that window

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Toolbar Navigation

Next block-Moves the cursor to the next block that has at least one enterable field

View/Send message- Sends messages to users within Banner

Print- Prints the current screen in Banner, includes information within fields

Show keys- Displays the key list, which list their functions and equivalent keystrokes.

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Toolbar Navigation

Online help- Provides the user with online help within Banner

Exit- “exit through the red door” - exits the user out of the current application i.e.. Forms and windows, main menu, query mode

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Banner Terminology

Forms are made up of “blocks” -The “Key Block” -Other Blocks (or information areas)

Blocks are made up of “records” Records are made up of “fields” Fields are made up of characters

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Navigation

We can use menus to navigate among forms.

Within a form we have various ways to navigate among its blocks.

Within a block…among its records Within a record…among its fields Within a field…among its characters

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“Golden Rules” to remember

You MUST search the database before adding a record. Duplicate records in this system are difficult to remove.

ALL data into Banner will be entered consistently. A Data Standards document will be available to all users prior to implementation.

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Form Exercise Add yourself to SPAIDEN with your given

name and generated ID. Provide your address, telephone, and personal information.

Change your ID to your SSN. Go to SOAIDEN and search for your given

name. What was returned and why?

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Form Exercise (cont)

Power Point Presentationhttp://fyi2.sunyniagara.cc.ny.us/phpnav/downloads/Training_level_one_final.p

Banner General Documenthttp://fyi2.sunyniagara.cc.ny.us/phpnav/downloads/general02usgbnr.pdf

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General Navigation Exercise Now it is TIME TO PLAY !!!! Return to your main menu (exit through the

“red door”. We are going to create YOU as a General

Person which will then create you as a General Student within the Banner system.

Under Direct Access on the main menu, please enter “NCCC” and then push “enter”

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Reference Materials/ Level 1 Training

Please refer to the FYI page and look under “Academic programs”

Click on “Banner Documentation” Click on “General” Click on “Using SCT Banner General” and

print it out. This is the beginning of your personal Banner user manual.

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Training Summary

Overview of SCT Banner SICAS Center: What is it? Major Modules of Banner Naming conventions General navigation skill development Understanding of how it will impact the

way we do business