Banner INB Documentation

Banner is the Student Information System on campus and requires special permission for access. Most Banner users have query access, which allows them to look at information in Banner, but does now allow them to input data or make changes. If it is necessary to input data or makes changes, special access is given to the person to allow them to make the changes on the forms involved. Access to the system is based on need and must be authorized by the department.

1. To Open Banner, Click on your desktop.
2. The system automatically opens Mozilla and begins to load Banner. The Banner login screen will appear. Type in your Username and Banner Password. Click or hit Enter on the keyboard.
   
   
   
3. The Banner Menu screen will appear. All Banner forms, etc. have seven letter extensions. If you know the form you need, type the seven letter extension in the Go: field and Hit Return on the keyboard. If you don't know the seven letter extension, you can click on the menus until you find what you need. Most departments use specific screens and you can obtain a list from your supervisor.
   
   
   
4. The screen requested will appear. In this case, we selected SPAIDEN, which is the General Person Identifcation form. You will note that the last four letters of the seven letter extension identifies the form. Parts of a Form
   
   
   
5. This is a tool bar at the top of the forms which makes navigation easier.
   
   
   
6. The most important buttons are SAVE , Rollback , and Exit . The Rollback button allows you to move back to the top of a screen to start a new search.
   
7. Once you are on the screen of information you wish to see, you can type in the student's UMID in the ID field, click Enter and the system will automatically return the name associated with the UMID. If it is the correct student, do a ctrl PageDown to reach the lower portion of the screen.
   
8. If you do not have the student's UMID you can also use the Social Security number. If you don't have either number:
   a. Tab to the name field,
   b. Type in the last name, comma, then the first name. Banner has what is called WildCards. It is the % sign. If you know part of a name, you can type in the part you know, add a percentage sign and the system will search for all the names that fit your parameters. You can do this with both first and last names.
   c. Hit Enter
   
   
   
9. When more than one name matches your parameters, a special search screen is generated. This screen tells us that there are 51 matches. Click the dropdown box next to 51 to see all the names. You will then have to scroll through them to find the person your looking for.
   
   
   
10. However, you can narrow the search on this screen if you know whether they are Male or Female, what city they live in, their Zip, or Birth Date. You can fill in any one of the parameters you know and click on the Search button on the righthand side of the screen. You will note that the search was narrowed to 2 people. Now you can click the down arrow in the dropdown box and select the person you need to see by clicking on the appropriate name. The name will be returned to your original screen.
    
    
    
11. Once you have the person's name and UMID in the upper portion of the screen, Click Ctrl PageDown to reach the lower portion of the screen.
    
12. Once you are in the lower portion of the screen, other information now becomes available. To see what Options are available, go to Options on the Main Menu and select the information you wish to see. We have selected Addresses.
    
    
    
13. The address screen for the selected student will appear. This screen gives you the campus address and telephone number for the person selected. You will note that the scroll bar is highlighted indicating there is more than one address. Every person on the system is required to have one permanent address that the Registrar's office uses for it's mailings. It is possible to have more than one permanent address if a student lives with one parent part of the year and the other parent the rest of the year. If that is the case, the From and To dates will be filled in showing the dates each address is used. All addresses are active unless the Inactive box is checked.
    
    NOTE: Only the Registar's office is allowed to make address changes.
    
    
    
14. When you are done with the address screen you can click the to get back to the top of screen for the next search. Or, you can click the to get back to the Banner Menu.
    
15. In order to Exit Banner - Click the in the upper righthand corner of the Banner Menu screen. Once the screen is blank, close Mozilla.

1. Have a list of screens ready that you wish to add to your personal menu. These are the screen that you use on a daily basis.
2. Open Banner
3. Type GUAPMNU in the Go: field. Click Enter.
   
   
   
4. The personal menu screen will appear.
   -Click in the Name field on the righthand side of the screen.
   -Type in the seven letter extension of the form.
   -Click Return and the name of the form will be added under the Descrption field automatically.
   -Continue to click in the Name field and add each screen.
   -When you done adding screens, click Save to save your additions.
   -Click Exit when you're done.
   -The names will not appear under My Banner on the Main Banner Menu until you close Banner and reopen it. You can add forms any time you wish by following the same procedure.
   
   

1. Open Banner
2. Type GUAPSWD in the Go: Field.
3. Click Enter on the keybard.
4. The Password Screen will appear.
   
   
   
5. Type in your current password in the Oracle Password field. NOTE: You do not need to type in the Database field.
6. Type in the new password in the New Oracle Password field.
7. Type in the new password a second time in the Verify Password field.
8. Click .
9. A confirmation screen will appear.
   
   
10. Click .
11. The next time you login to Banner you will have to use your new password.

Each position in the form name has a specific purpose.

1. Position 1 identifies the Banner product owning the form, report, process or table. Most common products are Advancement, Finance, Financial Aid, General and Student.
2. Position 2 identifies the application modules owning the form, report, process or table. Unique to the product identified in Position 1.
3. Position 3 identifies the type of form, report, process or table. A-application, B-Base Table, I-Inquiry, P-Process, R Rule Table, Repeating Table, Report or Process, V-Validation and M-Maintenance.
4. Positions 4-7 identifies a unique four-character code for the form, report, process or table e.g. IDEN-identifcation, STDN- student relation, PERS-Person.

• Title Bar - Displays the form's descriptive theme, the seven-character ID name, the software version number and the database name.
  
  
• Fields - Area on a form where you can enter, query, change and display specific information.
  
  
• Key Block - Contains information that determines what is entered or displayed on the remainder of the form.
  
  
• Information Block - Displays data about the information entered in the key block.
  
  
• Options - The options drop down box is found on the main menu and gives you list of information you can reach from the main form.
  
  
• Blue field names - Indicates that there's a validation list available for the field. Double click on the field to see the list.
  
  
• Radio buttons - Used to select one of several options - only one radio button can be selected at a time.
  
  
• Checkboxes - Used to enable to disable features or options.