banner documentation: harness the powerbanner documentation: harness the power! pat barton usg board...

“Creating A More Educated Georgia”

Georgia Summit 2007

Banner Documentation: Harness The Power!

Pat BartonUSG Board of RegentsPat.Barton@usg.edu

“Creating A More Educated Georgia”

Georgia Summit 2007

Documentation is a powerful tool. This presentation is designed for the functional user, and only documentation that will be helpful (in my humble opinion) to the average user will be discussed. For the more advanced user and technical staff, there is even more information available!

“Creating A More Educated Georgia”

Georgia Summit 2007

• Banner Online Help

• Banner Baseline Documentation

• Banner Training Tools

• Georgia Enhancement Documentation

“Creating A More Educated Georgia”

Georgia Summit 2007

• Banner Online Help– Accessible directly from Banner

– Icon in toolbar

– Hold CTRL key down if popups are on

– Drill down for more information

“Creating A More Educated Georgia”

“Creating A More Educated Georgia”

“Creating A More Educated Georgia”

“Creating A More Educated Georgia”

Georgia Summit 2007

• Banner Baseline Documentation– SunGard’s Customer Support Center

• https://connect.sungardhe.com/customer_support/default.htmstart.swe?SWECmd=Start&SWEHo=connect.sungardhe.com

• User ID and Password are required for login

• USG institutions can contact the OIIT HelpDesk for assistance with new accounts

“Creating A More Educated Georgia”

“Creating A More Educated Georgia”

Georgia Summit 2007

• Customer Support Center– Enter User ID

– Enter Password

– Click OK (Enter may not work.)

– Remember My User ID and Password (Even with this checked, these may not be saved.)

“Creating A More Educated Georgia”

“Creating A More Educated Georgia”

Georgia Summit 2007

Don’t Panic

“Creating A More Educated Georgia”

“Creating A More Educated Georgia”

Georgia Summit 2007

• Documentation and Download Center– Select product (Student, Admission, Financial Aid,

etc.)

– Click “List Available Documentation” tab

– Look for Release 7.x

“Creating A More Educated Georgia”

“Creating A More Educated Georgia”

Georgia Summit 2007

• Types of Documentation – User Guide

– Release Guide

– Object:Access Reporting Guide

– New Year Start-Up Checklist (Financial Aid)

“Creating A More Educated Georgia”

What?

“Creating A More Educated Georgia”

Georgia Summit 2007

User Guide

“Creating A More Educated Georgia”

Georgia Summit 2007

• User Guide– Module Specific

– Provides information regarding form descriptions, report descriptions, operation cycles and procedures, process parameters, etc.

– Designed for functional users who perform daily activities supported by that module

“Creating A More Educated Georgia”

Georgia Summit 2007

• User Guide– Expand bookmarks to view sections

– Click bookmarks to jump to sections

– Search feature available

“Creating A More Educated Georgia”

“Creating A More Educated Georgia”

Georgia Summit 2007

• Search Feature– Lists all occurrences of search criteria

– Jumps to first occurrence

– Lists page numbers

– Links to each occurrence

“Creating A More Educated Georgia”

“Creating A More Educated Georgia”

Georgia Summit 2007

Release Guide

“Creating A More Educated Georgia”

Georgia Summit 2007

• Release Guide– Module Specific

– Provides information regarding changes in a specific Banner release

– Extremely important tool to assist in staying current with changes

“Creating A More Educated Georgia”

Georgia Summit 2007

• Release Guide– Introduction gives overview of changes

– Sections give more detail including screen prints, list of forms that changed, new processes, etc.

– Problem resolution section is normally at the end

“Creating A More Educated Georgia”

Georgia Summit 2007

• Release Guide– Expand bookmarks to view sections

– Click bookmarks to jump to sections

– Search feature available

“Creating A More Educated Georgia”

“Creating A More Educated Georgia”

Georgia Summit 2007

Object:Access Reporting Guide

“Creating A More Educated Georgia”

Georgia Summit 2007

• Object:Access Reporting Guide– Module Specific

– Gives information about baseline views

– Most helpful when writing reports or sql queries

– Can be used to find a field name on a form

“Creating A More Educated Georgia”

Georgia Summit 2007

• Object:Access Reporting Guide – Expand bookmarks to view sections

– Click bookmarks to jump to sections

– Search feature available

“Creating A More Educated Georgia”

Georgia Summit 2007

• Object:Access Reporting Guide– Includes “How To Use This Manual” section

– Provides descriptions of each view

– Provides attribute, Banner form, Banner field/function

“Creating A More Educated Georgia”

“Creating A More Educated Georgia”

“Creating A More Educated Georgia”

Georgia Summit 2007

New Year Start-Up Checklist

“Creating A More Educated Georgia”

Georgia Summit 2007

• New Year Start-Up Checklist– Financial Aid Only

– Year Specific

– Assists with new year setup

“Creating A More Educated Georgia”

“Creating A More Educated Georgia”

Georgia Summit 2007

Banner Training Tools

“Creating A More Educated Georgia”

Georgia Summit 2007

• Banner Training Tools– SunGard’s Symposium

• http://symposium.sct.com/cp/home/loginf

• User ID and Password are required for login (same as Customer Support Center information)

• USG institutions can contact the OIIT HelpDesk for assistance with new accounts

“Creating A More Educated Georgia”

“Creating A More Educated Georgia”

Georgia Summit 2007

• Symposium – Banner Training Workbooks

– CBTs (Computer Based Training)

– Banner Overview Courses

“Creating A More Educated Georgia”

“Creating A More Educated Georgia”

Georgia Summit 2007

Banner Training Workbooks

“Creating A More Educated Georgia”

Georgia Summit 2007

• Banner Training Workbooks– Module Specific

– Version Specific

– Lessons

– Self Check and Answer Key

– Step By Step Directions

“Creating A More Educated Georgia”

“Creating A More Educated Georgia”

“Creating A More Educated Georgia”

Georgia Summit 2007

Banner Computer Based Training

(CBT)

“Creating A More Educated Georgia”

Georgia Summit 2007

• Banner CBTs– Module Specific

– Tutorial

– Self-paced

– Pre-test and Post-test

“Creating A More Educated Georgia”

“Creating A More Educated Georgia”

“Creating A More Educated Georgia”

“Creating A More Educated Georgia”

Georgia Summit 2007

Banner Overview Course

“Creating A More Educated Georgia”

Georgia Summit 2007

• Banner Overview Course– Module Specific

– Draft

– Audio On/Off

– High Level

– Introduction for New Staff

“Creating A More Educated Georgia”

“Creating A More Educated Georgia”

“Creating A More Educated Georgia”

Georgia Summit 2007

University System of Georgia

Georgia Enhancement Documentation

“Creating A More Educated Georgia”

Georgia Summit 2007

• Banner Production Support• https://www.usg.edu/banner/

• User ID and Password are required for login

• One ID/Password per institution

• Contact Banner Lead or OIIT HelpDesk for login information

“Creating A More Educated Georgia”

“Creating A More Educated Georgia”

Georgia Summit 2007

• Georgia Enhancement Documentation– Release Announcements, Test Plans, Release

Notes

– User Documentation by Module

– OIIT HelpDesk

“Creating A More Educated Georgia”

“Creating A More Educated Georgia”

“Creating A More Educated Georgia”

“Creating A More Educated Georgia”

“Creating A More Educated Georgia”

Georgia Summit 2007

• Summary– Banner Online Help allows fast and convenient

access to information directly from tool bar.

– User Guides provide information on forms, fields, processes, operation cycles, etc. for help with daily activities and is designed for functional users.

“Creating A More Educated Georgia”

Georgia Summit 2007

• Summary– Release Guides provide information regarding

changes included in specific Banner releases.

– Object:Access Reporting Guides provide information about baseline delivered views.

– New Year Start-Up Checklists provide financial aid specific information to assist in setting up the new aid year.

“Creating A More Educated Georgia”

Georgia Summit 2007

• Summary– USG Institutions

• Georgia Enhancement Documentation is provided for all GaMods.

• Test plans, release announcements, and release notes are available.

• Stumped? Call the HelpDesk!

“Creating A More Educated Georgia”

QUESTIONS?