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Department: Student Information Management Email:[email protected] Phone: 646-7383 Last Update: March 1, 2010
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Confidential Business Information This documentation is proprietary information of New Mexico State University (NMSU) and is not to be copied, reproduced, lent or disposed of, nor used for any purpose other than that for which it is specifically provided without the written permission of NMSU.
Prepared For: Release 8.x Prepared By: New Mexico State University P.O. Box 30001 Las Cruces, New Mexico 88003 United States of America
Issued: October 2012 In preparing and providing this publication, NMSU is not rendering legal, accounting, or other similar professional services. NMSU makes no claims that an institution’s use of this publication or the software for which it is provided will insure compliance with applicable federal or state laws, rules, or regulations. Each organization should seek legal, accounting and other similar professional services from competent providers of the organization’s own choosing.
© 2010 Regents of New Mexico State University.
SunGard or its subsidiaries in the U.S. and other countries is the owner of numerous marks, including “SunGard,” the SunGard logo, “Banner,” “PowerCAMPUS,” “Advance,” “Luminis”, "fsaATLAS," "DegreeWorks," "SEVIS Connection," "SmartCall," “UDC,” and “Unified Digital Campus.” Other names and marks used in this material are owned by third parties. Use of this material is solely for the support of SunGard HE Banner products and NMSU.
© SunGard 2006. All rights reserved. The unauthorized possession, use, reproduction, distribution, display or disclosure of this material or the information contained herein is prohibited.
For more information about this document, contact [email protected].
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Table of Contents
Introducing SunGard Higher Education Banner ...... 7 Getting Started ...... 9 Getting Access to Banner ...... 9 Terminology ...... 11 Semesters to Terms ...... 12 Banner Structure ...... 12 Naming Conventions ...... 14 Logging onto Banner ...... 14 Introducing the Banner Interface ...... 16 Menu Bar ...... 16 Tool Bar ...... 16 Title Bar ...... 17 Auto Hint ...... 17 Status Line ...... 17 My Links ...... 17 Accessing Forms in Banner ...... 19 Navigating Using the Main Menu ...... 20 Navigating Using the Form Name ...... 21 Using Direct Access from the Main Menu ...... 21 Using Direct Access from a Form ...... 22 Searching for a Form ...... 22 Selecting a Recently Accessed Form ...... 23 Using the Menu Bar ...... 25 File Menu ...... 25 Edit Menu ...... 26 Options Menu ...... 26 Block Menu ...... 27 Item Menu ...... 27 Record Menu ...... 28 Query Menu ...... 28 Tools Menu ...... 29 Help Menu ...... 30 Using Shortcuts to Navigate ...... 31 Using the Toolbar ...... 31 Keyboard Equivalents ...... 31 Identifying Blocks ...... 33 Key Block...... 34 Other Blocks ...... 34 Querying Information ...... 35 Defining Query Functions ...... 35 Using Wildcards in a Search ...... 36 Common Search Forms ...... 36 Common Search Fields ...... 37 Searching for a Person ...... 37
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Viewing General Person Information (SPAIDEN) ...... 39 Searching for a Person ...... 40 Current Identification ...... 41 Alternate Identification ...... 42 Address ...... 43 Telephone ...... 44 Biographical ...... 45 E-mail ...... 45 Emergency Contact ...... 46 Viewing Student Admissions Application Information (SAAADMS) ...... 47 Viewing Application Summary ...... 48 Viewing Application Curricula ...... 48 Curriculum ...... 49 Field of Study ...... 50 Viewing General Student Information (SGASTDN) ...... 51 Viewing a General Student Record ...... 52 Viewing Information in General Student Learner Tab ...... 53 Viewing Curricula ...... 54 Terminology ...... 54 Viewing Academic Sanctions ...... 55 Viewing Test Score Information (SOATEST)...... 57 Viewing Student Hold Information (SOAHOLD) ...... 59 Understanding Holds ...... 59 Viewing Student Registration (SFAREGQ & SFAREGF) ...... 61 Viewing Course Information (SSASECT) ...... 63 Viewing Meeting Times and Instructor ...... 66 Viewing Linked Courses ...... 67 Viewing Academic History ...... 69 Viewing NMSU Academic History ...... 69 Viewing Transfer Institutions and Credit Hours ...... 70 Viewing Institutional and Transfer Credit Hours ...... 72 Viewing Degree Information (SHADEGR) ...... 75 Providing Registration Overrides (SFASRPO) ...... 77 Registering Students in Banner (SFAREGS) ...... 79 Registration Errors ...... 82 INB Errors (staff) ...... 82 SSB Errors (students) ...... 83 Changing Students Curriculum (SFAREGS) ...... 85 Changing the Primary Major ...... 87 Adding Additional Programs ...... 88 Adding a Minor, Concentration or Teaching Field ...... 88 Viewing a Class Roster (SFASLST) ...... 91 Printing a Class Roster ...... 93 Using e-Print ...... 93
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Using INB ...... 97 Printing an Unofficial Transcript ...... 101 Using e-Print ...... 101 Using INB ...... 104 Adding Forms to My Banner ...... 109 Adding Forms from the Object List ...... 111 Adding Forms by the Seven Character Identifier ...... 111 Adding Forms by Query ...... 112 Deleting selected objects from a personal menu ...... 112 Deleting all objects from a personal menu: ...... 113 Commonly Used Student Forms ...... 113 Common Banner Forms...... 115 Appendix A: Glossary ...... 119 Appendix B: Compatible Browsers ...... 123 Appendix C: Banner Naming Conventions...... 125 Appendix D: Function Conversions ...... 127
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Introducing SunGard Higher Education Banner
SunGard Higher Education Banner is the Enterprise Resource Planning (ERP) suite that integrates all departments and functions across NMSU onto a single computer system that can serve each individual department’s need. Internet Native Banner (INB) is the web version of the Banner suite. NMSU employees will use INB to access vital university administrative information. INB can be accessed through a web browser. The suite acts as an interface between users and an Oracle database containing NMSU administrative data.
The NMSU Banner suite is composed of six systems: Student, Financial, General, Advancement, Financial Aid, and Human Resources. The integrated suite uses rules and validation tables to ensure the data are entered and accessed correctly. Since the Banner systems are highly integrated and share a common Oracle database, all users of the system see common database information in real time.
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Getting Started
In this section you are given information that you will need before you can start using Banner, including understanding how to access the system and the basics of the system design.
Getting Access to Banner Access to Banner is requested on the Web from the Division of Student Success. The following instructions guide you through the process of gaining access to Banner. Once you have completed the following steps to request access to Banner, you will receive an e-mail verifying that access has been granted and notifying you of your password. Instructions 1. Open a browser session. 2. Type the URL: http://onestop.nmsu.edu. (alias: onestop) The Pete’s one-stop-shop Web site displays.
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3. Click on Student System/Data Access Request located on the side bar. The New Mexico State University Student System/Data Access Request Form will display in Adobe Reader. (http://sim.nmsu.edu/Petes/SecurityForm.pdf)
4. Fill out the New Mexico State University Student System/Data Access Request Form. 5. Print the form. 6. Follow the directions as stated at the top of the form.
You can call Pete’s one-stop-shop at 575 - 646 - PETE (7383) with any questions about the Student System/Data Access Request Form.
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Terminology Understanding the terms provided in this manual help you to understand the explanations and instructions presented in this manual and to present clear, specific questions that you may have about the information provided. This table defines the basic components of the Banner suite.
Suite The SunGard Higher Education Banner suite is an administrative software application developed specifically for higher education institutions by SunGard. The software acts as an interface between users and an Oracle database containing New Mexico State University administrative data.
System The NMSU Banner suite is composed of six systems: General, Student, Advancement, Financial, Human Resources, and Financial Aid.
Modules Each system is composed of specific modules that “break out” components of the system.
Forms Forms are screens that contain fields.
Fields Fields are areas in a form that are used either to display specific data (such as a last name, address, or NMSU ID number), or to insert data.
Validation Validation tables contain Lists of Values (LOVs) that are pre-defined for a specific Tables field.
Blocks Blocks are groups of related fields within a form.
For more terms, see Appendix A: Glossary
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Semesters to Terms Terms in Banner are first defined by the calendar year (2010, 2011). Semesters are defined by a two digit number as follows:
10 Spring
20 Summer
30 Summer II
40 Fall
For example, Spring 2010 the term would be 201010.
The ‘30’ term extension was used for and prior to the 2007-08 academic year. The ‘30’ extension has to remain designated as a Summer II term, due to academic history.
Banner Structure Banner is organized as a hierarchy. The Banner hierarchy includes: • Suite • Systems • Modules • Forms • Fields. This image shows the structure of Banner Suite components including sample systems, modules, forms, and fields.
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Naming Conventions All Banner forms, reports, jobs, and tables have seven character names that follow the structure rules outlined below. Using the Student Person Identification or SOAIDEN form as an example: Name: S P A I D E N Position: 1 2 3 4 5 6 7
Position 1—identifies the product owning the form, report, process or table. In the case of the SPAIDEN form, the first letter S refers to Student. Position 2—identifies the application module owning the form, report, process or table. In the case of the SPAIDEN form, the second letter P refers to Person. Position 3—identifies the type of form, report, job, or table. In the case of the SPAIDEN form, the third letter A refers to an Application form. Positions 4, 5, 6, and 7—are unique identifiers for the form, report, job, or table. In the case of the SPAIDEN form, the last four letters IDEN refers to Identification. For more information, see Appendix C: Banner Naming Conventions
Logging onto Banner Banner supports authenticated user access, meaning that the system verifies your credentials and you are given access to the system based on your assigned security. To use Banner as an authenticated user, you must successfully log on by providing your credentials: NMSU Username, and Banner Password. Instructions 1. Open a browser session. 2. Type the URL: http://inb.nmsu.edu. (alias: INB) The Logon screen displays.
You can create a bookmark in your browser for quick access to Banner.
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3. Type your NMSU Username and Banner Password. 4. Select OK. Your Banner session begins with the following Main Menu.
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Introducing the Banner Interface Once you have logged onto Banner you will be presented with the Main Menu. This menu is the starting point for navigating throughout Banner.
Menu Bar Tool Bar
Title Bar
Auto Hint Status Line
Menu Bar
Using the menu bar at the top of every form, you can access an option using a drop-down menu at any time, except when you are working with a dialog box, alert box, or List of Values (LOVs). If a menu item is dimmed, the item is unavailable.
Tool Bar Toolbars are sets of buttons that perform common functions.
When you move your cursor to a button and pause for a second or two, a yellow rectangle appears with text that describes the function of the button.
To use a button function, click the appropriate button. You can click a button any time, except when you are working within a dialog box, alert box, or List of Values (LOV). A dimmed button is disabled and cannot be clicked.
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Title Bar The title bar shows the descriptive form name, the seven-character form name (FOAIDEN), the release number of the form software, and the name of the database you’re logged into.
Auto Hint The auto hint at the bottom of the form can contain the following information for the field where the cursor is located: • Brief field description • Error and processing messages • Keyboard equivalents, if you can access other blocks, windows, or forms from the field.
Status Line The status line directly under the auto hint line can contain one or more of the following messages: Record: n/n Shows the number of the current record followed by the total number of records in the current block. If there are more records than fit in the window, the total appears as a question mark (for example, 3/?) until you scroll to the last record in the block. Once the last record is displayed, the total appears as a number (for example, 3/15). List of Values Indicates the field has a List of Values. Enter Query Indicates the form is in query mode.
My Links The My Links section of the Main Menu allows you to customize the menu to meet your needs. This section also allows you to change your password. See Appendix E: Changing your Password. You can also access outside Web pages. One of the standard links is to the NMSU home page. There are six Personal Links that allow you to choose certain Web pages to access.
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Accessing Forms in Banner
In the Banner Suite, the term “forms” can be thought of as “screens.” The five-form types below are the most common:
Main Menu Used to navigate through Banner.
Application Used to enter, update, and query information. forms
Validation Used to define values. When you look up a code or select the list forms function, these values appear.
Query forms Used to look up existing information. Query forms can only be accessed from another form.
For example, on SFAREGS when you search for a CRN, the form it uses is SFQSECM. SFQSECM cannot be accessed from the Main Menu or Direct Access.
Inquiry forms Used to look up existing information. They can be accessed from the Main Menu, from another form with Direct Access, or with Object Search.
Although there are several ways to navigate in Banner, you must navigate to a form to be able to look up or process information. In this section, you will be introduced ways of navigating in Banner: • Using the Main Menu • By Form Name • Searching for a Form • Selecting a Recently Accessed Form
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Navigating Using the Main Menu The Main Menu allows you to select forms in Banner. Each system in Banner is represented by a folder, which can be expanded to view nested folders (forms) in that system. You can easily navigate through the system by expanding the nested folders. Once you see the item you want listed, open it by double-clicking.
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Navigating Using the Form Name You can navigate to a form by using the seven-letter form name in the Direct Access Go To field. Direct Access can be used from either the Main Menu or from a form. Once you are accustomed to Banner’s interface and the form names, Direct Access is very convenient.
Using Direct Access from the Main Menu The Main Menu has the option of Direct Access from the Go To field. 1. In the Go To field, type the seven-character name of the form. 2. Press ENTER. The form displays.
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Using Direct Access from a Form You can also use Direct Access while a form is open. 1. From the File menu, click Direct Access (F5).
2. Type the seven-character name of the form in the Enter a Valid Name field. 3. Press ENTER.
When you use Direct Access from a form, the current form remains open. When you exit the requested form, job, or Quick Flow, you are returned to the original calling form.
Searching for a Form You can search for a form using Object Search if you know part of the name, description, or type. If you do not know the exact form name, this is a very useful search tool. There are three ways to access Object Search: • On the Main Menu, double-click the Go To field
• On the Main Menu, select the Search button next to the Go To field. • On the File menu, click Object Search The Object Search form displays.
1. Type your search criteria in the Name, Description or Type fields. 2. From the Query menu, click Execute (F8). A list of the forms matching your criteria displays. 3. Scroll through the list and double-click the form name. The form displays.
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Selecting a Recently Accessed Form To reopen a form that you had used in your current Banner session, the File menu lists the last 10 recently used forms at the bottom of the drop-down menu. You can reopen any of these forms by simply selecting the form name you wish to access.
The forms that do not appear in this list are the QuickFlow (GUAQFLW), Direct Access (GUAPARM), and Object Search (GUIOBJS) forms.
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Using the Menu Bar
The menu bar comprises several option menus. These menus give you the commands you will need to use while working in Banner. The following menus are available in the Banner menu bar: • File menu • Record menu • Edit menu • Query menu • Options menu • Tools menu • Block menu • Help menu • Item menu
File Menu The File menu contains standard SunGard SCT Banner and Oracle functions. Some of the menu items call other forms. When you exit the called form, you return to the form you were previously using. Direct Access Displays the Direct Access form (GUAPARM), which is used to access a form by its seven character name. Object Search Displays the Object Search form (GUIOBJS), which is used to search for a menu, form, job, or QuickFlow with part of the name, description, or type. QuickFlow Displays the QuickFlow form (GUAQFLW), which is used to access a QuickFlow. Select Returns you to the calling form and enters the selected value into the field that called the form. Rollback On Application and Inquiry forms: Clears all information (except key information) and returns the cursor to the first field in the key block. On Validation and Query forms: Returns the cursor to the first field on the form. Save Saves all changes entered since the last time you saved. Refresh Clears the Auto Hint line. Print Prints the current window with the date and time in the title bar.
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Exit On forms and windows: Exits you from the form, window, or Banner if you are located at the Main Menu. On Main Menu: Exits you from Banner. In Query mode: Cancels the query and takes the form out of query mode. Exit QuickFlow Exits you from a QuickFlow. Preferences Displays the Personal Preferences Maintenance form (GUAUPRF), which is used to customize your view of Banner. Accessed List the recently accessed forms in the current logged on session and forms allows you to quickly re-access forms that were previously viewed in your current session (up to ten).
Edit Menu This pull-down menu contains the functions used to edit text items. Cut Cuts selected text and places it on the clipboard. Copy Copies selected text to the clipboard. Paste Pastes text from the clipboard to the spot where the cursor is located. Edit Displays the Editor window, used to enter or update text. You can display this window from most fields. It is particularly useful in long data fields.
Options Menu This pull-down menu contains navigation options. Navigation options vary from form to form and depend on where the cursor is currently located. Some options take you to other blocks within the current form. Other options take you outside the current form to related forms.
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Block Menu This pull-down menu contains the functions used to navigate among the blocks of information on a form. Previous Moves the cursor to the previous block that has at least one enterable field. If the previous block is in another window, that window is opened. Next Moves the cursor to the next block that has at least one field where data can be entered or edited. If that area is in another window, that window is opened. Clear Clears all information from the current block on your display (information is not removed from any records or tables).
Item Menu This pull-down menu contains the functions used to navigate among the fields or items on a form. Previous Moves the cursor to the previous enterable field in the current block. Next Moves the cursor to the next enterable field in the current block. Occasionally, Next field moves the cursor to the first enterable field in the next block. Clear Clears all information from the current field on your display information is not removed from any records or tables). Duplicate In a blank row of a repeating record, copies the contents of the same field in the previous record into the new record. This is different from using “copy and paste.”
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Record Menu This pull-down menu contains the functions used to work with records on a form. Previous Moves the cursor to the first enterable field in the previous record. Next Moves the cursor to the first enterable field in the next record of the current block. If the cursor is in the last record, a new record is created. Scroll Up Scrolls up the list of repeating records, putting the first displayed record near the bottom of the list. Scroll Down Scrolls down the list of repeating records, putting the last displayed record near the top of the list. Clear Clears all information from the current record on your display (information is not removed from any records or tables). Remove Removes all information from the current record. When you click Save, the removed information is deleted. There is NO undo for Remove, so any Remove action is permanent. Insert Inserts a new blank record into the list of existing records.
Duplicate Duplicates the contents of all fields in the record and copies them into a new record. Lock Temporarily locks the contents of the record so no other Banner user can update or alter it. Save, Rollback, and Exit release the lock.
Query Menu This pull-down menu contains the functions used to query information in the database based on specified criteria. Enter Puts the form into query mode so you can enter search criteria to see what information is already in the database. Execute Searches the database and displays the first set of records that match the search criteria. Last Criteria Enters the criteria from the last search (enabled only when one is in Query mode). Cancel Cancels the query and takes the form out of Query mode. Count Hits Counts the number of records that match the search criteria and displays that number in the Auto Hint line. This is a special function that depends on the query to work. Fetch Next Set If more records meet the search criteria than fit in the window, replaces the current set of displayed records with the next set.
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Tools Menu This pull-down menu contains SCT Banner Xtender Solutions and SCT Workflow. If you are able to access these tools, you will be trained by a representative from within your department. SCT Workflow An SCT solution that automates, simplifies, directs, and manages the flow of information through an entire organization. SCT Workflow can pass electronic documents, information, and tasks from one role player to the next for action, according to NMSU business rules. SCT Banner An integrated document imaging and electronic document management Xtender system for SCT Banner applications. It is designed to meet the imaging Solutions and document management requirements of higher education.
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Help Menu This pull-down menu contains a number of forms of help. Online Help Displays new online information for the current field.
Disable if online help is not available for the form. Dynamic Help Displays the Dynamic Help form (GUAHELP) in query mode, which is Query used to display help for a field, block, or form. Dynamic Help Displays the Dynamic Help form (GUAHELP) in edit mode, which is Edit used to edit traditional help for a field, block, or form. Help Displays the Oracle Item Properties window for the current field. Show Keys Displays the Keys list, which lists the functions and their equivalent keystrokes available for the current form, window, and field. List Displays the List of Values (valid entries for the current field) if one is available.
The field name will be highlighted in blue, and “List of Values” is indicated in the Status Line. Display Error If an Oracle error occurs, displays the code that is in error. Display ID Image With the cursor in an ID field, the image associated with the ID will be displayed, if available. Calendar Displays the calendar. Calculator Displays the calculator. Extract Data This allows you to Extract Data with Key information to a .csv file. with Key Extract Data No Allows you to Extract Data without Key Information to a .csv file. Key Technical Allows you to do the following: Support • Turn SQL Trace On • Turn SQL Trace Off • Reconnect to Database. About SCT Displays the About Banner form (GUAABOT), which identifies the Banner current form, release number, date, and time.
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Using Shortcuts to Navigate
Banner offers you many ways to accomplish most tasks. When using a form there are three ways to execute commands: through the menu bar, the toolbar standard buttons, and keyboard equivalents.
Using the Toolbar The toolbar is comprised of Standard Buttons used to execute commands. Many of these buttons have a command that can be found in the menu bar. When you need to use one of the standard buttons, simply click on the button. For a complete listing and description of the buttons, refer to Appendix D: Function Conversions.
View/Send Message Previous Block Print Save Next Block Workflow Submit Rollback Workflow Release View Supplemental Data Select Exit
Cancel Query Execute Query Broadcast Message Next Record Enter Query Fine -Grain Access Control Previous Record Multi-Institution Remove Record BDMS- Display Document Insert Record BDMS- Add Document
Keyboard Equivalents In many cases, you can use combinations of keyboard keys to access a form, window, block, or field. To access a form with keyboard equivalents: 1. Read the Auto Hint message to determine whether a predefined function lets you navigate to another form, (Count Query Hits, Duplicate Field, Duplicate Record, Exit with Value, and List are the most commonly predefined functions). 2. If a predefined function is available, use Show Keys (help pull-down menu) to find the keyboard equivalent for the predefined function. 3. Use the keyboard equivalent to access the form.
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To access a tab or block with keyboard equivalents: Use the keyboard equivalents for Next Block (CTRL + PAGE DOWN) and Previous Block (CTRL + PAGE UP) to move among blocks or tabs. If the Next and Previous Blocks are in another tab, these keys take you to the other window. Sometimes there are actually two blocks that visually appear to be one, making it seem as though you are moving within the same block. To access a field with keyboard equivalents: Use the TAB key (Next Field) and SHIFT + TAB keys (Previous Field) to move among fields. If a field has the auto-skip feature, the cursor automatically moves to the next field as soon as you enter the required number of characters. Program Functions and Keyboard Equivalent Commands Click on the Show Keys toolbar icon, select Help, and then choose Show Keys from the menu bar (or press CTRL+F1) to acquire a list of program functions and their keyboard equivalents.
Available keys change from screen to screen. In addition, not all keyboard commands are available from every form.
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Identifying Blocks
A block is a section of a form or window that contains related information. There are two types of blocks: • Key Block – contains identifying information such as an ID, or record identifier. • Other Blocks – contain information pertaining to the key block information. A form contains at least two blocks, one key block, and one other block. Each other block can be identified by the bordered edge. Most blocks have a title. There are three exceptions: • A key block does not have a title. • If a form or window has only one block, the block does not have a title. • If a form has a key block and only one other block, the second block has no title.
Key Block
Other Block
Other Block
Other Block
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Key Block The first block (key block) on most forms contains key information like an ID number or record identifier. The key block determines what is entered or displayed on the rest of the form. All information on the form references the key block. The key block has at least one field and sometimes more. For example, a form that maintains population selection information may have key block fields for both an application and a selection ID (population selection). The key block stays on the form as subsequent blocks appear. Occasionally, another window may appear on top of the key block if the window is unusually large or if the key block is not pertinent to the window. When the cursor is in the key block, enterable fields in the key block are enabled. When you leave the key block, enterable fields in the key block are disabled.
Other Blocks Other blocks contain additional details pertaining to the key block information. Each block contains information related to the key block and is usually enclosed in an outlined box. The number of other blocks will vary from form to form and often contain optional fields.
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Querying Information
Querying is the process of searching for information already entered in the database. You can use inquiry forms, query forms, and most application forms to perform queries. Some forms automatically open in query mode, usually because a large number of records related to the form have to be retrieved. When a form opens in query mode, the status line displays Enter Query. You can immediately specify search criteria to narrow the search. If a form does not open in query mode, you must put the form into query mode before you can enter search criteria. In this section we will cover: • Defining Query Functions • Searching for a Person • Using Wildcards in a Search • Searching for an Entity • Common Search Forms • Searching Phonetically • Common Search Fields • Searching with More Detail.
Defining Query Functions The following functions are query functions that can be used in Banner. All of these functions are located in the Query menu on the Menu Bar. These functions are active only when the form or field you are in is available for a query. Enter Puts the form into query mode so you can enter search criteria to see what information is already in the database. “Enter Query” appears in the status line. Execute Searches the database and displays the first set of records that match your search criteria. This function is enabled only if you are in query mode. Last Criteria Enters the criteria from your last search. You can change any of the criteria. This function is enabled only if you are in query mode. Cancel Cancels the query and takes the form out of query mode. Count Hits Counts the number of records that match the search criteria and displays that number in the auto hint. Fetch Next Set Replaces the current set of displayed records with the next set of records if more records match the search criteria than fit in the window. This function is enabled only if you are in query mode.
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Using Wildcards in a Search You may not always know the exact wording or spelling for which you are searching. You can use wildcards to help with your search. A wildcard is a symbol that represents one or many characters in a word. You can use the following wildcards in the search criteria: • Percent sign (%) • Underscore (_) The character (%) represents any number of unspecified characters. The character (_) represents one occurrence of an unspecified character. The following examples illustrate the use of wildcards:
To get these results: Enter these criteria: All entries that contain “ma” %ma% All entries that begin with “ma” ma% All entries that have “ma” as the last two characters %ma All entries that have “m” as the second character _m%
Common Search Forms Performing an extensive ID/Name search for a person/entity’s record in Banner is crucial. For a thorough search, the following common search forms should be used: • SOAIDEN: Person Search • SOACOMP: Non-Person Search • GUIALTI: Alternate ID Search
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Common Search Fields There are common Search Fields in Banner that allow you to search for a person/entity by either a partial or full ID/Name: • ID • Last Name • First Name. To search by a partial name/ID, remember to use the wildcards. Examples of Partial Name Searches: smith, M% This search will return all ID’s with the last name “smith”, first names starting with “M”. %, Barbara This search will return all ID’s with first name “Barbara”. %onz%, Mary This search will return all ID’s with the last name containing ”onz” and the first name Mary. Jone_, Cindy This search will return all ID’s with the last name that starts with Jone and have any one letter at the end, and the first name Cindy.
Examples of Partial ID Searches: 21% This search will return all ID’s starting with 21. 12345678_ This search will return all ID’s beginning in 12345678. 123%89 This search will return all ID’s that begin with 123 and end in 89.
Searching for a Person The Person Search form (SOAIDEN) searches for any person in the database. It may be accessed from all forms that require an ID number in the key blocks. This form may be used to determine the correct ID number for a person using the query capabilities of the system. The name, ID number, birth date, change indicator (an indicator to record name and ID changes— blank for the current record), and name type are displayed.
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Viewing General Person Information (SPAIDEN)
The Identification form (SPAIDEN) is the first form used to enter biographic/demographic data about a person into Banner. You must enter information about a person into Banner before you can complete any transactions for that individual.
SPAIDEN can be used for two purposes: • To create a record for a person who has never been identified to the system. • To add or update biographic/demographic information about a person who was previously defined in Banner. The ID number and name are the minimum pieces of information the system requires to process information for transactions for a person. These items are entered on the main window of the SPAIDEN form.
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Searching for a Person The Person Search form (SOAIDEN) searches for any person in the database. It may be accessed from all forms that require an ID number in the key blocks. This form may be used to determine the correct ID number for a person using the query capabilities of the system. The name, ID number, birth date, change indicator (an indicator to record name and ID changes— blank for the current record), and name type are displayed. Instructions 1. In the Go To field, type SPAIDEN. The General Person Identification form displays
2. To search for a students ID number, click the Search button . The Option List menu is displayed.
3. On the Option List menu, click Person Search. The Person Search (SOAIDEN) form is displayed.
4. Type the ID, First Name, or Last Name. 5. Execute the query.
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6. Select the person’s record by, double-clicking on the ID. The ID is returned to SPAIDEN.
7. Click the Next Block button (CTRL + PAGE DOWN). The General Person Information displays. To move between tabs, Next Block (CTRL + PAGE DOWN).
Current Identification The first tab on the SPAIDEN form is Current Identification. This tab is used to enter the person’s name information. The ID or Name Type entered in the key block will appear in the appropriate fields in this tab.
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Alternate Identification Use this window to enter or change information for an alternate ID and name. This window is accessed through the Alternate Identification tab. An example of an alternate identification is a person changing their legal name.
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Address Use this window to enter address information for the person. This window is accessed through the Address tab. Addresses are displayed in the following order: all active or current addresses in type order, followed by all inactive addresses ordered by type, from date, to date, and status. Address Type is defined in the General Person Data Standards document created by the NMSU General Person Committee. This document is located at: http://unodocs.nmsu.edu/General_Person/GeneralPersonDataStandards.pdf. When a valid ZIP or postal code is selected from the ZIP/Postal Code Validation form (GTVZIPC) and entered in the ZIP or Postal Code field, the combination of city, state/province, and nation information which exists in GTVZIPC will default into the appropriate fields.
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Telephone This window displays information from the main block of SPATELE. You can view and update telephone records in this window. This window is accessed through the Telephone tab. Telephone Type is defined in the General Person Data Standards document created by the NMSU General Person Committee. This document is located at: http://unodocs.nmsu.edu/General_Person/GeneralPersonDataStandards.pdf.
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Biographical This window displays information from the main block of SPAPERS. You can view and update person records in this window. This window is accessed through the Biographical tab.
E-mail This window displays information from the main block of GOAEMAL. You can view and update e-mail records in this window. This window is accessed through the E-mail tab.
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Emergency Contact This window displays information from the main block of SPAEMRG. You can view and update emergency contact records in this window. This window is accessed through the Emergency Contact tab.
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Viewing Student Admissions Application Information (SAAADMS)
In order to view the status of a student’s admissions application, you may view Admissions Application form (SAAADMS). This form is a complete list of all applications entered into Banner for this student, including the status, decision, major and department. Use this form to view the status of an application. In order for information to be viewable on SAAADMS, an application for admissions must exist for the ID. The Admissions Office creates an application on the SAAADMS. 1. On the Main Menu, in the Go To field, type SAAADMS and press ENTER. The Admissions Application form (SAAADMS) form displays.
2. In the ID field type the student ID.
Select the checkbox for View Current/Active Curricula to view the student’s most current application.
3. Click the Next Block button (CTRL + PAGE DOWN).
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Viewing Application Summary Use the Application block to view admissions applications and to query specific information for the applications. An ID may have multiple application records. Applications are sorted by term in descending order and then by application number in descending order within each term.
Viewing Application Curricula The Curricula tab is broken into two sub-tabs: Curriculum and Field of Study.
The Students Curricula record is at the time of application. The student could have changed their plan of study immediately after being admitted. For the student’s most current student record, view the General Student Information form (SGASTDN).
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Curriculum The Curriculum tab is the general curricula record that the student applied for, including the catalog that the student record has been assigned.
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Field of Study The Field of Study tab is a more detailed view of the students planned curricula. This tab will also indicate if the student has any additional field of studies such as: double majors, minor, concentrations, teaching fields, and etc.
Key information to view: Curriculum Block Field of Study Block Current: Type Priority Field of Study Record
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Viewing General Student Information (SGASTDN)
This section covers information for viewing and using forms in General Student that will allow staff to view current and historical information about a student. The Banner system requires a General Student Record to exist before a student can register or be registered for a course and have tuition and fees assessed. The forms that feed into General Student (SGASTDN) are used by Banner to ensure that the student is registered into the correct courses and is assessed the right fees and tuition. This section describes how to: • Viewing a General Student Record • Viewing Information in General Student: General Learner Tab • Viewing Curricula • Understanding Terminology
There are tabs in General Student (SGASTDN) that are not currently being used by NMSU: Activities, Comments, and Miscellaneous.
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Viewing a General Student Record In order to view information in the General Student (SGASTDN) form, a person must be in the system as a General Person and gone through the Admissions’ process to be admitted as a General Student. If the General Person has completed the Admissions’ process and is now a General Student, you can search for and view a General Student (SGASTDN) record. To View for a General Student Record, perform these steps: Instructions 1. On the Main Menu, in the Go To field, type SGASTDN and press ENTER. The General Student (SGASTDN) form displays.
2. In the ID field, type the student ID, 3. In the Term field, leave the Term field blank.
4. Click the Next Block button (CTRL + PAGE DOWN).
The Term field does not need to be filled in if you want to pull up the most CURRENT term and all past terms. If there is an entry in the Term field, you will only see the term you entered and not the most current nor the history of past terms.
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Viewing Information in General Student Learner Tab Changes made in the General Student (SGASTDN): General Learner tab is the responsibility of the Registrar’s Office. Here is a table of terms for your understanding:
Student Status A student’s status is changed to inactive if the student has not been enrolled for one calendar year. Student Type This field identifies the student’s type for the effective term, such as new or continuing. Residency This field identifies the student’s residency for the effective term, helping to determine tuition. Fee This field identifies a student’s specific assessment rate for the effective Assessment term. Rate Class This field states a student’s current class (freshman, sophomore). It is not a static field but changes based on completed credits, and other designated attributes for graduate students. Full- or Part- Not currently used. time
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Viewing Curricula You may view a student’s curriculum in SGASTDN. Be sure you are looking at the current, active record to find the student’s curriculum for the term.
You can have multiple curricula records attached to any one General Student (SGASTDN) record; however, when a change is made to the Curricula form, such as changing of majors, then a new General Student (SGASTDN) record is generated. Within a single term, however, curricula changes can be continuously made and there will be no new General Student (SGASTDN) record created. There will be records of every curricula change.
Terminology Catalog Term The catalog regulations your cohort was admitted under and must graduate with. Program Program is new to NMSU. It combines campus, college, and student level (MA – HSC – BS is short for “Main Campus - Human and
Community Service – Bachelor’s of Science”). In order to make changes to major, college, or degree, you must change the overall program.
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Viewing Academic Sanctions When students do not maintain adequate academic standing, they begin a process of Academic Warning to Academic Probation I and II, and finally to Academic Suspension. Each stage imposes more structure and limitations on the student in order to help the student return to normal academic standing. The intent is not to punish, but to help the student return to normal academic standing and success. Since some of these limitations involve limitations on the number of credit hours, students on Probation or Suspension may be subject to loss of financial aid. It is the responsibility of the student to determine the impact of their changed academic standing on their financial aid. Notification to students of academic warning probation or suspension appears on the student’s grade report at the end of each grading period.
Code Description
00 Regular Good Standing - Semester and Cumulative GPA are above a 2.00
01 Good Academic Standing after a previous academic standing of 01, WA, P1, P2, AP, AR and the cumulative GPA is above a 2.000 WA Warning - Allowed only the first time in which the cumulative GPA drops below 2.000 and the previous academic standing was either 00 or WA. This can not be awarded to a transfer student whom was admitted on AP. P1 Academic Probation 1 - When the semester GPA is above a 2.000 and the cumulative GPA drops below a 2.00 and the previous academic is one of 01, P1 or AP; Or when the semester and cumulative GPA drops below a 2.00 and the previous academic standing is one of 01, WA, AP
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P2 Academic Probation 2 - When the semester GPA is above a 2.000 and the cumulative GPA drops below a 2.00 and the previous academic is one of P2 or AR; Or when the semester and cumulative GPA drops below a 2.00 and the previous academic standing is one of P1, AP OR AR. AP Admitted on Probation - Used as a beginning academic standing only. Used when the student is admitted on probation. AR Allowed to Register - Used as a beginning academic standing When the student has received permission from Dean's office to register for class after suspension. Memo is required from the dean’s office. Previous academic standing of SP. SP Academic Suspension - When the semester GPA and cumulative GPA are below a 2.00 and the previous academic standing code is one of P2 or AR. Student will be required to sit out one semester and then must petition the Dean of their college to be removed from suspension. If granted, the student will be placed on P2.
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Viewing Test Score Information (SOATEST)
To view student’s Test Scores in SOATEST, perform the following actions: Instructions 1. Type SOATEST in the Go To field and press ENTER. The SOATEST form displays. 2. Type the students ID.
3. Click the Next Block button (CTRL + PAGE DOWN). The student’s test score records display.
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Viewing Student Hold Information (SOAHOLD)
To view student’s Holds in SOAHOLD, perform the following actions: Instructions 1. Type SOAHOLD in the Go To field and press ENTER. The SOAHOLD form displays. 2. Type the students ID.
3. Click the Next Block button (CTRL + PAGE DOWN). The student’s hold record display.
Understanding Holds • The To: date field indicates when the hold has been/will be released. The system defaults to 31-DEC-2099 as the default when a hold is set. • Any college can remove the generic hold of FRESHMAN ADVISING for a new first time student. • DO NOT remove a UAR hold under ANY circumstances. • ONLY remove holds that have been placed by your college. • Do NOT select the Release Indicator
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Viewing Student Registration (SFAREGQ & SFAREGF)
Student course registration can be viewed using one of the following forms: • Registration Query (SFAREGQ) • Student Course/Fee Assessment Query Form (SFAREGF) The Registration Query form (SFAREGQ) provides you with an online view of a student's schedule. The form is query-only and will display all registered courses and related information for the term or date range and student specified in the key Information of the form. Use the date range to search on open learning courses. A person must be a student and have registered for courses using the Student Course Registration form (SFAREGS) or web registration for this form to be useful. Instructions 1. Type SFAREGQ in the Go To field and press ENTER. The Registration Query form displays.
1. Type the Term. 2. Type the student’s ID or search for the ID.
3. Click the Next Block button (CTRL + PAGE DOWN). The student’s registration information displays.
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The Student Course/Fee Assessment Query form provides you with the ability to query a student's detail data and registration fee assessment online, without having to update the student's detail file. This allows you to enter the registration fee assessment rules and then test the result on specific students. Instructions 1. Type SFAREGF in the Go To field and press ENTER. The Student Course Fee Assessment Query form displays.
2. Type the Term. 3. Type the student’s ID or search for the ID.
4. Click the Next Block button (CTRL + PAGE DOWN). The student’s registration information displays.
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Viewing Course Information (SSASECT)
You can look up course information such as enrollment, section, instructor, and time and day of classes from the Course Section Information (SSASECT) form. Instructions 1. Type SSASECT in the Go To field and press ENTER. The Course Section Information form displays.
2. Type the Term. 3. In the CRN field, perform one of the following actions: a. Enter the CRN, OR
b. Click the search button . The Schedule Section Query (SSASECQ) form is displayed.
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4. In the Schedule Section Query form, perform one of these actions: a. Enter the Subject, Course, and Campus fields, OR
b. Click the search button for the Subject field. The Subject Validation (STVSUBJ) form is displayed.
i. Scroll down the list and select the Subject code. ii. Click OK. The cursor moves to the Course field. 5. Enter the Course Number. 6. Click Execute Query. The Schedule Section Query form automatically fills with all applicable section information.
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7. In the Schedule Section Query form, double click the CRN for the course which you would like to view information. The CRN field automatically fills in SSASECT.
8. Click the Next Block button (CTRL + PAGE DOWN). The course information displays.
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Viewing Meeting Times and Instructor The Meeting Times and Instructors tab displays the assigned meeting time data for the section specified in the Key Block of the main window. This window contains The Meeting Dates block and the Instructor block.
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Viewing Linked Courses On the Course Section Information tab, the Link Identifier field is used to designate the code used to link courses that must be taken concurrently, as in a Lecture and Lab course that share the same subject and course number. This action will link sections together and will create an error message at registration should a student try to register for one linked course without the other.
If you find a course with the Link Identifier populated, you much search for the courses that are linked. Searching for the courses that are linked is done in the same manner as looking for the original course. However, you will need to also add the link identifier as search criteria on the Schedule Section Query (SSASECQ) form.
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Viewing Academic History
There are a few forms that allow you to view a student’s academic history: • SHACRSE- Displays the courses taken at NMSU • SHATRNS- Displays the Students Transfer Institutions and Credits • SHATERM- Displays the Institutional and Transfer Credits
Viewing NMSU Academic History Instructions 1. Type SHACRSE in the Go To field and press ENTER. The SHACRSE form displays. 2. Enter the students ID.
You can enter a TERM or leave it blank to retrieve all records.
3. Click the Next Block button (CTRL + PAGE DOWN). The student’s academic history displays.
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Viewing Transfer Institutions and Credit Hours Instructions 1. Type SHATRNS in the Go To field and press ENTER. The SHATRNS form displays.
2. Enter the students ID. 3. Click the Search button for Transfer Institution Number. All of the students transfer institutions are listed.
4. Click on the Institution you would like to review. The Institution Number is returned to SHATRNS.
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5. Click the Search button for Attendance Period Number. All of the student’s attendance periods display.
6. Double-Click on the Attendance Period Number that you would like to review. The Attendance Period Number is returned to SHATRNS.
7. Click the Next Block button (CTRL + PAGE DOWN). The student’s academic history displays. 8. Continue to Next Block (CTRL + PAGE DOWN) until you reach the Transfer Course Detail Block.
9. Using the scroll bar on the right side, you may review the courses for that Attendance Period. The Equivalent Course Detail block will change as you scroll through the courses.
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Viewing Institutional and Transfer Credit Hours Instructions 1. Type SHATERM in the Go To field and press ENTER. The SHATERM form displays. 2. Enter the students ID. 3. Enter the Student Level.
4. Click the Next Block button (CTRL + PAGE DOWN). The student’s academic history displays.
5. Click the Next Block button (CTRL + PAGE DOWN). The Term GPA and Course Detail Information display.
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6. Using the scroll bar on the right side, you may review the terms. The Transfer Courses/Institutional Courses block will change as you scroll through the terms.
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Viewing Degree Information (SHADEGR)
The Degree and Other Formal Awards form (SHADEGR) is used to view all degrees and/or certificates that a student has applied for, or which have been awarded. Multiple degrees may be sought by a student. Instructions 1. Type SHADEGR in the Go To field and press ENTER. 2. Enter the student ID number in the ID field.
3. Click the Search button for Degree Sequence. The Degree Summary form, SHADGMQ displays.
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4. Double-click the Sequence Number for review. The sequence number is returned to SHADEGR.
5. Click the Next Block button (CTRL + PAGE DOWN). The Learner Outcome tab displays.
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Providing Registration Overrides (SFASRPO)
The Student Registration Permit Override form – SFASRPO enables you to issue a permit to individual students, allowing them to register for course that either requires a consent of instructor or is a closed section, Also displayed on this form is the student’s current schedule for the chosen term.
1. Type SFASRPO in the Go To field and press ENTER.
2. Enter the student ID number in the ID field.
3. Click the Next Block button (CTRL + PAGE DOWN). 4. Click the Search button for the Permit field. The Registration Permit-Override Codes form displays.
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5. Select the Permit Code. 6. Click OK.
7. Enter the CRN for the course.
8. Click the Save button again (F10).
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Registering Students in Banner (SFAREGS)
You must complete several steps to successfully register courses into a student’s schedule. This section provides the procedure for completing the registration process: • Entering CRN codes for all courses • Completing the course saving process for all courses entered in the SFAREGS form • Reviewing and correcting any course registration errors that may appear during the course saving process Instructions 1. Type SFAREGS in the Go To field and press ENTER. The SOADEST form will appear as soon as the SFAREGS form loads.
The SOADEST form only appears once per logged in session.
2. Click the Exit button (CTRL + Q). The SFAREGS form appears.
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3. Enter the academic term in the Term field. 4. Enter the student ID number in the ID field.
5. Click the Next Block button (CTRL + PD DOWN). The cursor should move into the next block, unless there are any holds placed on the student’s account.
If a student has any holds placed on their account, you will not be able to move to the next block and you cannot register the student. The cursor will move to the Hold field. Follow the instructions in the “Reviewing and Overriding Holds on a Student’s Account” section of this manual before continuing the registration process. IF THERE ARE HOLDS, you may review the holds and direct the student to the appropriate party to have the hold resolved. IF THERE ARE NO HOLDS placed on the student’s account, continue the registration process.
6. Click the Next Block button (CTRL + PAGE DOWN). The cursor will be in the Course Registration Number (CRN) field located in the Course Information block. 7. Enter the first CRN. 8. Select Enter to log the entry.
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9. Continue entering and logging CRN until you have entered all of the student’s course selections. 10. Registration staff may need to make grade mode changes for courses that the student wants to audit, or take as Pass/Fail. Change grade modes by entering them in the Grade Mode field. Click on the Search button above the Grade Mode field to view all grade mode options. 11. You may also need to enter the number of credit hours selected by the student for variable credit courses such as thesis, selected readings, etc. The Message field will list the range of hours available for the course.
12. The Message field may open and list the range of hours available for the course. If the Message field does not open, use the Tab key to move across the fields located in the Course Information block that are related to the CRN in question. When the cursor reaches the OVR field, the Message field should appear and provide the available credit hour range. 13. If a student is registering for a variable credit course, enter the number of credit hours the student selected in both the Credit Hours and the Billable Hours fields.
14. Click the Save button (F10). The cursor should automatically move to the Fees field. A “Y” will appear in the field to indicate that fees have been immediately assessed.
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15. Click the Save button again (F10). A message stating “Fee Assessment Processed” should appear.
16. Select OK.
If you are not able to complete the “SAVE, SAVE, OK” process without error, the students registration is not complete.
Registration Errors The following list common registration errors, received by students in SSB and by staff in INB. The position associated with overriding are the only individuals in the colleges that are authorized to override the particular error. Please make note DO NOT override errors that you are not authorized to override.
INB Errors (staff)
Override CODE Description (Advisor, Instructor, Dean, Registrar) CAMPUS Campus Dean CAPACITY Closed Section Instructor CLASS Classification Dean COI Consent of Instructor Instructor COLLEGE College Dean CO-REQ Co-Requisite Dean LEVEL Level Dean LINKS Links Dean MAJOR Major Dean PRE-REQ Pre-Requisite Dean PROGRAM Curriculum Program Dean TIME Time Dean
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SSB Errors (students)
These messages are customizable, the registrar’s office is working on making the messages as user-friendly as possible. All messages will begin with the code for you to refer back to. Override (Advisor, Instructor, Dean, CODE MESSAGE Registrar) CAMP Campus Restriction Dean CAPP CAPP Dean CLAS Class Restriction Dean CLOS Closed Section %1% Instructor COLL College Restriction Dean CORQ Co-requisite %1% %2% %3% required Dean CORQ Co-requisite %1% %2% (CRN %3%) required Dean DEGR Degree Restriction Dean DEPT Department Restriction Dean DUPS Duplicate Section - Press Clear Record Advisor/Registering Staff Member LEVL Level Restriction Dean LINK Linked course required (%1%) Dean MAJR Field of Study Restriction - %1% Dean MAXI Maximum hours exceeded Advisor PREQ Prerequisite and Test Score error Dean PREQ Prerequisite communication error Database error PROG Program Restriction Dean SAPR STVSAPR %1% Instructor TIME Time conflict with CRN %1% Dean VARH Range - %1% %2% %3% Student specifies WAIF Closed - Waitlist Full %1% Department sets number WAIF Open - Waitlist Filled of seats to be waitlisted; WAIT Closed - %1% Waitlisted %2% pilot this summer WAIT Open - %1% Waitlisted pilot this summer WAIT Open - %1% Cross-list Waitlisted pilot this summer WLNE Waitlist Notification Expired On %1% pilot this summer
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Changing Students Curriculum (SFAREGS)
You can change or add majors, minors, concentration, or teaching fields from the Student Course Registration (SFAREGS) form.
You should only change the curricula of students within your college. Instructions 1. On the Main Menu, in the Go To field, type SFAREGS and press ENTER. The Student Course Registration (SFAREGS) form displays.
2. In the Term field type the Term Code. 3. In the ID field type the student ID. 4. Click in the View Active Curricula checkbox. If checked, only current and active curricula and fields of study are displayed in the Curricula tab.
5. Click the Next Block button (CTRL + PAGE DOWN). 6. Click on the Curricula tab. From the Curricula tab, you can • Change the Primary Major • Add or Change Additional Majors • Add a Minor, Concentration Or Teaching Field
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There are three buttons that you will use to make these modifications: • Replace is used when you are changing the entire program. When a student is changing from the program "MA-ENGL-BA" to the program "MA-AGRO-BS," use this button. This button wipes out all the curriculum information, as well as major, minor, etc. • Update is used when you add a minor or concentration to the program. For example, if a student has a program of MA-FLNG-BA, use the Update button if the student is changing their concentration from Spanish to French. All the curriculum information is copied, so you just have to change Field of Study. You can also use this button to update the student's catalog year. • Duplicate is used when you're adding a second major to the student. Be sure to change the priority on either the original curriculum or the new curriculum. (You can't have two current, active programs with the same priority.) Also, select the Change Curriculum link from the drop down menu on Program. You can not add a second major without adding a second program. • Apply to Graduate is NOT going to be used at this time. If this button is used, it will not allow the student to apply fro graduation through the online application.
This section outlines exactly what needs to be done in Banner to update a student’s curriculum. The SFAREGS form contains vital information regarding a student’s Admissions Information. Banner will allow you to change this information if you have access to update this form. HOWEVER, ONLY the ADMISSIONS STAFF is AUTHORIZED to make admissions changes. Changes to this information are a violation of your security privileges and may result in loss of your Banner Security. If you have a question regarding your changes, please contact the Admissions office immediately at 646-3121.
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Changing the Primary Major To Change the Primary Major, perform the following actions: Instructions
1. Click the REPLACE button . 2. In the Priority field, type a 1.
3. In the Program field, click the Search button . The Option List appears. 4. Click on Base Curriculum Rules by Program. The Base Curriculum Rules by Program form appears.
5. Scroll down the list and double click on the specified Program. The Program field and all other necessary fields on the SFAREGS form are automatically filled. You will NOT need to change ANY other fields.
6. Click the Save button (F10).
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Adding Additional Programs If you are adding an additional major, you must add a new program. To Add or Change Additional Programs, perform the following actions: Instructions
1. Click the Duplicate button . 2. In the Priority field, indicate the priority of the major. Each program must be assigned a priority and you can't have two current, active programs with the same priority. If the major you are adding is the second major indicate priority 2 and so on.
3. In the Program field, click the Search button . The Option List appears. 4. Click on Change. The Change Curriculum form appears. Scroll down the list and double click on the specified Program. The Program field and all other necessary fields on the SFAREGS form are automatically filled. You will NOT need to change ANY other fields.
5. Click the Save button (F10).
Adding a Minor, Concentration or Teaching Field Adding a minor, concentration, or teaching field can be done in the Field of Study tab.
To Add a Minor, perform the following actions: Instructions
1. Click the Update button . 2. From the Field of Study tab, click the first empty Current field available. Banner automatically fills the Activity, Status, Term, and Catalog fields. 3. In the Priority field, type a 1. Each field of study must be assigned a priority and you can't have two current, active programs with the same priority. Example: If the minor you are adding is the second minor indicate priority 2 and so on. 4. In the Type field, select the type of field of study you are entering: • Minor • Concentration • Supplemental Major • Teaching Field
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5. In the Field of Study field, either: a. Type the Code, OR
b. Click the Search button . The Options List appears. i. Click on the list option for a list of the codes to display.
ii. Scroll down the list and double click on the Code needed. The Field of Study field on the SFAREGS form is automatically filled. 6. In the Department field, either: a. Type the corresponding Department Code, or
b. Click the Search button . The Option List appears. i. Click on All Department Codes. ii. Scroll through the list and double click on the Department that corresponds to the Field of Study.
7. Click the Save button (F10).
8. Click the Exit button (CTRL + Q).
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Viewing a Class Roster (SFASLST)
To view a class roster, perform the following actions: Instructions 1. On the Main Menu, in the Go To field, type SFASLST and press ENTER. The Class Roster form displays.
2. Type the Term. 3. Type the CRN.
4. Click the Next Block button (CTRL + PAGE DOWN). The Class Roster displays.
The Sequence number does not indicate the number enrolled in the class. It is the order that the students registered for the class. If other students have dropped the class it will not recalculate the Sequence number, it will continue to add to the last registered.
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Printing a Class Roster
There are two ways to print a class roster: e-Print and INB Banner.
Using e-Print Instructions 1. Open a browser session. 2. Type the URL: http://eprint.nmsu.edu. The e-Print login page displays.
3. Type your username and password. 4. In the Repository filed, select PBAN Student.
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5. Locate the SFRSLST (Course Roster), and select the drill icon to view the report list.
6. Click the magnifying glass icon to search the report.
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7. Select your Page Key. You can search by Course (CRSE), CRN, or Instructor. 8. In the Search field, type the criteria. 9. Click the GO button.
10. Click the format to view the report.
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Using INB To print a class roster, perform the following actions: Instructions 1. On the Main Menu, in the Go To field, type SFRSLST and press ENTER. The Process Submission Controls (GJAPCTL) form displays.
2. Click the Next Block button (CTRL + PAGE DOWN). The Printer Control block is active. 3. In the Printer field, type DATABASE.
4. Click the Next Block button (CTRL + PAGE DOWN). The Parameter Set block is active.
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5. Type the following values in the Values field of the Parameter Values block.
Number Parameters Values 01 Report Term Override 02 Term ENTER THE TERM 03 Part-of-Term (% = ALL) % 04 Start Range From Date 05 Start Range To Date 06 CRN (% = ALL) ENTER THE CRN 07 No Grade Report Option N 08 Sort option C 09 Campus (% = ALL) ENTER THE CAMPUS 10 Schedule Type (% = ALL) 11 Instructional Method (% = ALL) % 12 Registration Codes (% = ALL) % 13 Degree Status (% = ALL) ENTER DEGREE STATUS 14 Combine cross listed sections N 15 Print Student Addresses N 16 Address Selection Date Today's Date 17 Address Priority And Type(s) 1MA 18 Primary instructors only N 19 Print Long Section Title N
6. Click the Next Block button (CTRL + PAGE DOWN). The Submission block is active.
7. Click the Save button (F10). Look for the Log (.log) and List (.lis) file numbers at the bottom of the Banner screen.
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8. In the Options menu, click on Review Output (GJIREVO). The Saved Output Review GJIREVO form displays. 9. Double click in the File Name field. The Available Files box displays. 10. Double click on the .lis file. 11. In the Options menu, click Show Document (Save and Print File). A message displays explaining you have selected to show the file in the browser. 12. Click Yes. The Class List displays in a new window. 13. Print the document.
Pop-ups must be enabled in your browser. If you get an error message at this point, you may need to open your browser window to enable pop-ups.
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Printing an Unofficial Transcript
There are two ways to print an unofficial transcript: e-Print and INB Banner.
Using e-Print Instructions 1. Open a browser session. 2. Type the URL: http://eprint.nmsu.edu. The e-Print login page displays.
3. Type your username and password. 4. In the Repository filed, select PBAN Student.
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5. Select the drill icon to view the report list.
6. Click the magnifying glass icon to search the report.
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7. Select your Page Key. You can search by ID, Name, or Major. 8. In the Search field, type the criteria. 9. Click the GO button.
10. Click the format to view the report.
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Using INB Printing a transcript is a two-step process in Banner. The first step tells the computer whose document to print (ordering the transcript) and the second step orders the printout. Order one transcript at a time; if you order more, they won’t page-break in between. To Order a Transcript, perform the following actions: Instructions 1. On the Main Menu, in the Go To field, type SHARQTC and press ENTER. The Transcript Request (SHARQTC) form displays.
2. In the ID field, type the student ID
3. Click the Next Block button (CTRL + PAGE DOWN). 4. From the Record menu, click Insert. 5. In the Level field, enter the appropriate code: • UG – Undergraduate • GR- Graduate • AL- All
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6. In the Transcript Type field, either: a. Type the Transcript Type Code,
OR
Click the Search button . The Transcript Type Code Validation form appears.
You can always use the EPRT (e-Print) code if you are unsure of which code your department uses.
7. Use the scrollbar on the right side of the Type field to view the types of transcripts available. 8. Double click on the transcript type for your college or area. The Transcript Type field on the SHARQTC form is automatically filled.
The Official field is only for use by the Registrar. Do not click in this field.
9. Click the Issue Information tab. 10. In the Issued field of the Transcript Destination block, type your name.
11. Click the Save button (F10).
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12. Click the Rollback button (SHIFT + F7). The student ID should be highlighted in blue. 13. Press the Ctrl and C buttons at the same time to copy the student ID.
14. Click the Exit button (CTRL + Q).
To Order the Printout of a Transcript, perform the following actions: Instructions 1. On the Main Menu, in the Go To field, type SHRTRTC and press ENTER. The Process Submission Controls (GJAPCTL) form displays. The Parameter Set will be blank.
2. Click the Next Block button (CTRL + PAGE DOWN). The Printer Control block is active. 3. In the Printer field, type DATABASE.
4. Click the Next Block button (CTRL + PAGE DOWN). The Parameter Set block is active.
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5. Type the following values in the Values field of the Parameter Values block.
# Parameters Values 01 Transcript Population File N 02 ID and Seq as XXXXXXXX000 Enter the ID you are requesting 03 Transcript Type Enter the transcript type you used in Ordering a Transcript. 04 Transcript Printer % 05 Address Selection Date (should show current date) 06 Address Priority and Type 1MA 07 Official Transcript Request N 08 Campus Selection Indicator N 09 Campus Selected 10 Control Report N 11 Page Alignment N 12 Run in sleep/wake mode (Y/N) N 13 Sleep interval 60 14 Substitute In Progress Title 15 Sort Order Any number 1 - 6 16 Process rqsts awaiting grades? N 17 Process rqsts awaiting degrees? N 18 Web Self Service Options 19 Web Payment Options 20 Print Expanded Hours Formats N
6. Click the Next Block button (CTRL + PAGE DOWN). The Submission block is active. 7. Click on the Save Parameters Set As field in the Submission block. A check mark should appear in the check box.
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8. In the Name and Description fields, type an appropriate name and description for your Parameter Set.
9. Click the Save button (F10). Look for the Log (.log) and List (.lis) file numbers at the bottom of the Banner screen.
If you save your parameters as described above, the next time you print a transcript you can choose your parameter set from the drop-down menu. All the values used with this transcript print order will be saved. You will only have to change the student ID number each time you use the Parameter Set. IF you choose not to save the Parameter Set, then click the Save button (F10).
To print the transcript, perform the following actions: Instructions 1. In the Options menu, click on Review Output (GJIREVO). The Saved Output Review GJIREVO form displays. 2. Double click in the File Name field. The Available Files box displays. 3. Double click on the .lis file. 4. In the Options menu, click Show Document (Save and Print File). A message explaining you have selected to show the file in the browser displays. 5. Click Yes. The transcript will appear in a new window.
Pop-ups must be enabled in your browser. If you get an error message at this point, you may need to open your browser window to enable pop-ups.
6. Print the document.
Transcripts printed to DATABASE do not have page breaks in the expected places. Transcripts printed to designated printers should be better formatted.
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Adding Forms to My Banner
In Banner, you can establish a personal menu that allows you to organize forms that are most important in your workday. The personal menu is located under the My Banner folder on the Main Menu.
The My Banner Maintenance form (GUAPMNU) is used to create and change your personal menu your personal menu.
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There are three ways to add items to your personal menu: • Scroll through the object list to find and select objects. • Enter the name of the object. • Query the object list to narrow your search.
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Adding Forms from the Object List You can add items from the object list by scrolling to find the item you need. 1. Access the Personal Menu Maintenance form (GUAPMNU). 2. In the left pane, select each object you want to add to the menu. When you select an object, the name is highlighted in blue. 3. (Optional) Repeat steps 2 and 3 for each object type you want to add to the menu.
You can select objects from multiple object types and insert them together. 4. Click in the right pane where you want to place the new menu items.
5. Click the Insert Selection button in the middle of the form. The selected objects are added to the right pane below the place you clicked. 6. (Optional) Customize the object descriptions.
7. Click the Save button (F10).
If you try to enter or drag an object which you are not permitted to access, the system will display an alert box. In order to proceed, you must delete the name of the object from the list by pressing the DELETE key.
Adding Forms by the Seven Character Identifier If you have become familiar with the forms and their seven-character identifier, you can simply type the identifier to add the item to your menu. 1. Access the My Banner Maintenance form (GUAPMNU). 2. Place the cursor in a blank Description field in the right pane. 3. Enter the object’s seven-character name. 4. Press ENTER. The object’s type, description, and name appear in the right pane. 5. (Optional) Customize the object description.
6. Click the Save button (F10).
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Adding Forms by Query If you are not sure of the full identifier for an item, you can query all the items in Banner. 1. Access the My Banner Maintenance form (GUAPMNU). 2. Use the pull-down list above the left pane to select the object type you want to query. 3. Place the cursor in the left pane.
4. Click the Enter Query button . The object list disappears. 5. Enter the search criteria. 6. You can use the wildcards (%) and (_). The search is case-sensitive. Data is matched against the search criteria exactly as you enter them.
7. Click the Execute Query button . The left pane lists the matching objects. 8. To add all matches to the menu (if there are 20 matches or less), click in the right pane where you want to place the new menu items.
9. Click the Insert All button in the middle of the form. 10. To add selected matches to the menu, select the objects in the left pane. Click in the right pane where you want to place the new menu items.
11. Click the Insert Selection button in the middle of the form.
Deleting selected objects from a personal menu 1. Access the My Banner Maintenance form (GUAPMNU). 2. In the right pane, select each object you want to delete. When you select an object, the name is highlighted.
3. Click the Delete button in the middle of the form. The selected objects are deleted.
4. Click the Save button (F10).
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Deleting all objects from a personal menu: 1. Access the My Banner Maintenance form (GUAPMNU).
2. Click the Delete All button in the middle of the form.
3. Click the Save button (F10).
Commonly Used Student Forms SPAIDEN General Person Identification SGASTDN General Student SFAREGF Student Course/Fee Assessment Query SFAREGQ Registration Query SFASLST Class Roster SAASUMI Admissions Application Summary SAAADMS Admissions Application SAAACKL Admission Application/Checklist Summary SFASRPO Student Registration Permit-Override SFRSLST Class Roster-PRINT SHARQTC Transcript Request SHRTRTC Academic Transcript SFASTCA Student Course Registration Audit SSASECT Schedule SCACRSE Basic Course Information SCAPREQ Catalog Prerequisite and Test Score Restrictions SHATERM Term Sequence Course History SOAHOLD Hold Information SOATEST Test Score Information SGAADVR Multiple Advisors
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Common Banner Forms
Banner Form Menu What it does How to use it Catalog SCACRSE Course Shows basic course information Enter subject and number, next block. Remember the "G" (4th Catalog position) or other indicator (5th position) Hint: use pull-down arrow on course number to see course history. SCABASE under Options shows when course was first and last taught.
SCADETL Course Shows course equivalents - cross listed courses, and Enter subject, number and term, next block. Hint: use pull-down Catalog number changes for repeats arrow on course number to see course history. Course description is under Options.
SCAPREQ Course Shows course prerequisites Enter subject, number and term, next block. There are regular and Catalog CAPP prerequisites. SCARRES Course Shows registration restrictions at the catalog level - Enter subject, number and term, next block. Catalog mostly major SCASRES Course Shows scheduling restrictions - where the course can Enter subject, number and term, next block. Catalog be offered, e.g. Branch campuses only Schedule SSASECT Class Shows basic course section information; options links Enter term and CRN, or click on arrow to search (takes you to Schedule to related forms. In Part of Term field, shows to-from SSASECQ) dates for mini-courses. SSASECQ Class Query form to find sections of a class Enter term, subject, number, and campus. Can enter Part of Term Schedule if desired. Hint: To find mini-courses, enter M% in Part of Term. To search for Web-CT courses, enter WB in Schedule Type.
SSADETL Class Shows links to labs and special fees Enter Term and CRN, or search by clicking on arrow next to CRN Schedule block. SSAPREQ Class Shows schedule-level prerequisites; only used if a Enter term and CRN, or search by clicking on arrow next to CRN Schedule course is added to the schedule after the fact. block. SSATEXT Class Shows course subtitle and notes. Subtitle is always on Enter Term and CRN, or search by clicking on arrow next to CRN Schedule the first line. block.
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Banner Form Menu What it does How to use it Registration SFAREGS Registration Register student for classes Enter term and ID (or search). Next block twice to schedule area; enter CRN. Click Student Term tab to see classification, student type, academic standing. Click Curricula tab for major (program), campus and college.
SOAHOLD General Shows registration holds, and who placed them Enter ID or search. To set a hold, enter hold type and save. To Person remove a hold, highlight the hold and Record-Remove, save, or enter "T" for today in the "To" box.
SFAREGQ Registration View student schedule with details - days, times, place, Enter term and ID. Scroll to see all courses. instructor, grade mode, start & end dates SFASLST Registration Class list in order of enrollment Enter term and CRN, or search by clicking on arrow next to CRN block. SFASTCA Registration Registration audit trail Enter term and ID. Scroll to see all courses. SFASRPO Registration Enter overrides for closed sections, consent of Enter ID and term. Next block to enter the override; use pull-down instructor menus to get correct values. SFARSTS Registration> Shows registration dates and deadlines Enter term and part of term (1 for full term; use pull-down menu for Registration mini-terms) Control Related Forms SAAADMS Admissions Admissions information. Enter ID SOATEST General Shows ACT, SAT scores; Compass and GSP to be Enter ID Student > added Educational Background SOAHSCH General Shows high school information Enter ID Student > Educational Background SOAPCOL General Shows prior college experience-previous colleges, Enter ID Student > degrees including NMSU Educational Background
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Banner Form Menu What it does How to use it Academic History & General Student SHACRSE Academic Shows NMSU courses taken and grades Enter ID or search. For a specific term, enter the term. To see all History courses, leave the term blank. SHATRNS Academic Shows transfer courses taken and equivalents Enter ID or search. Enter Transfer Inst. Number (use pull-down History menu if student attended more than one school) and Attendance Period Number (use pull-down menu to find each term the student attended that institution). Next block twice to get to Transfer Course Detail. For each term, roll back and select another Attendance Period Number. SHATERM Transcript & Shows NMSU and transfer courses chronologically. Enter ID or search. Enter level. Next block twice to get to Term Advisor GPA; use up/down arrows or scroll bar to see progression of courses. SHASUBJ Transcript & Shows NMSU and transfer courses alpha by subject. Enter ID or search. Enter level. Next block twice to get to subject Advisor area. Use up/down arrow to scroll through subjects. Next block to scroll through Institutional courses; next block to scroll through transfer courses.
SHAINST Academic Shows term information-academic standing, semester Enter ID or search; enter term. Next block to see details. History GPA; course and grades/grade changes SHATCKN Academic Course details by term, grade change information. Enter ID or search; enter term. Next block to see details. History; Subtitles will show in comments field. Option under SHAINST SHADEGR Graduation Shows degrees applied for or awarded Enter ID or search. Enter 1 in Degree Sequence block. Next block. Person authorized to certify degree will change Outcome Status to Awarded.
SGASTDN General Shows student status, type, residency, curriculum, Enter ID or search; enter term. Click on Student Summary down- Student veteran, graduation and other info. Includes free-text arrow for list of terms the student has attended. comments block.
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Banner Form Menu What it does How to use it SGAADVR General Assign advisor(s) to student. Enter student ID or search; enter term. Next block to Advisor Student Information. Enter advisor ID, MAJR for type, and check primary box on one advisor, and save. Use pull-down arrow to search for advisor ID (case-sensitive). If advisor does not appear in search, go to SIAINST. Use Person Search to find ID, enter term. Make status AC (active); Click Maintenance button to update term if necessary. Check in Advisor block and save.
SIAINST Faculty Load Check box to allow person to be assigned as an Use person search to find ID. Check appropriate box on form. advisor or instructor. From term must match current term. SGASPRT General View student athlete status Enter student ID or search; enter term. Student SGASADD General View student cohorts and attributes Enter ID or search. Student SFAREGS Registration View/change student's major Enter ID, go to curriculum tab. Click on Maintenance button to change program. SPAIDEN General View/update address and other contact information. Enter ID or search. Make necessary changes and save. DO NOT Person click on "generate ID" button at top of Current Identification page. SHARQTC Transcript Order an advising transcript Enter ID or search. Next block, Insert record. AL in Level; your and Advisor name in Issued (next tab); save. SHRTRTC Print advising document Next block to Printer Control. Enter printer ID or DATABASE. Enter Parameters 15 (sort order) and 20 (N), next block to Submission area, save, make note of number at bottom of screen. Options menu to view transcript that was printed to DATABASE.
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Appendix A: Glossary
The following is a glossary of standard terms used by SunGard Higher Education Banner. Alert Box A type of pop-up dialog box that appears to notify you of particular conditions that may affect either the kind of information they can enter or how the information is entered. An alert box requires that you acknowledge the message to continue. Application A form used to enter, update, or query existing information. (An Form application form will have the letter “A” in the third position of the form name). Block A block visually displays a group of related fields within a form, and is generally separated by a solid line. Calling Form A form from which another form is (or has been) accessed. Cancel Allows you to exit from an Option List, List of Values, Editor window, or Dynamic Help. Clear Form Allows you to clear all information from a form and returns them to the first enterable field in the key information area. Commit Allows you to save all changes made to a form since their last saved changes. Count Hits A function that allows you to count the number of records, in “query mode,” that meet specific search criteria. The number of records is displayed in the Auto Help Line. Count Query A function that allows you, after specific search criteria are met in “query Hits mode,” to retrieve records. After a record is retrieved, a user can then select the Execute Query Function. Dialog Box A type of box that appears on a display screen to present information or request input. A dialog box requires that you to respond to it to continue. Down A key used to move the cursor to the first enterable field in the next record. “Down” moves you lower in a pull-down list and on a List of Values. Drop-down List Displays three or more values for a field. A field with a down arrow icon contains a drop-down list. Edit Displays a window that allows you to add, change, or delete text. “Edit” is especially useful in entering and updating Dynamic Help. Enter Query Allows you, in a form, to query search criteria to see what information is already in the database. When used, “ENTER QUERY” is displayed in the Status Line. Execute Query Allows you to execute a query to search the database. After a query is executed, data that matches the search criteria is displayed.
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Exit Allows you to exit from a specific form or window by closing the form or window. From query mode, Exit allows you to cancel a query and takes the form out of query mode. From the menu, Exit allows you to close the Banner system program. Exit with Value Allows you to exit from a specific calling form to a called form with highlighted values, values which are then entered into the called form’s field. Field An area in a form where existing information is displayed, or where you can enter a query or change information. Banner describes fields as: enabled, disabled, enterable, or display only. Form An online document that allows you to enter and/or display the information stored in the database. Help A function that allows you to display the Oracle help window for a current field. Inquiry Form A form that allows you to look up existing information in the database. (An inquiry form will have the letter “I” in the third position of the form name.) List of Values A window that lists the values you can select for a field on a form. These (LOV) are values that have been defined as acceptable and valid for the field. Menu Bar A menu, located at the top of every Banner form, allows you to access pull-down menus, including File, Edit, Options, Block, Field, Record, and Query. More... An indicator that appears in the lower right corner of each window of a series of related forms (including the last form). “More…” informs you that there are additional forms that can be accessed to complete a process. Next Block Allows you to move the cursor to the next information area (block), with at least one enterable field. Next Field Allows you to move to the next enterable field in the current information area. Next Item Allows you to move to the next enterable field in the current information area. Next Record Allows you to move the cursor to the first enterable field in the next record. If the cursor is moved to the last record, a new record is created. Object An object is a form, a job, a menu or a QuickFlow used in Banner. Option List A dialog box that displays two or more items to choose. Pop-Up Window A dialog box, alert box, or list of values that appears in a separate window. Previous Block A previous area of information with at least one enterable field. If the previous area is another window, that window is opened. Previous Field Allows you to move the cursor to the previous enterable field.
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Previous Item Allows you to move the cursor to the previous enterable field. Previous Allows you to move the cursor to the first enterable field of the previous Record record. Query Form A form used to look up existing information in the database. (A query form has the letter “Q” in the third position of the form name). Quick Flow A set of forms that are linked together in order to help you complete a process within Banner. When you use Quick Flow, it opens the first form in the set and the next form is automatically opened until the process is complete. Record A set of related information that is linked to one person in Banner. Rollback A function, from an application or inquiry form, that clears all information and returns you to the key block area. Rollback is a standard button and appears on all forms. In validation forms, rollback returns you to the first enterable field on the calling form. Save A command that allows you to take entered data on a form and store it in the database. Scroll Down A process that allows you to move down repeating records or lists of information that cannot be displayed in one window. Select Allows you to choose an item by highlighting it or clicking it with the mouse. Show Keys Allows you to display the list of keyboard options. Up A key used to move the cursor to the first enterable field in the previous record. “Up” moves you toward the top of a pull-down list and on a List of Values. Validation Form A form used to define the values that can be entered in specific fields on application forms. (A validation form will have the letter “V” in the third position of the form name. Window An area where information is displayed.
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Appendix B: Compatible Browsers
The following is a list of Web browsers supported by Banner 8.x:
Operating System Browser Version Windows 2000 and XP Internet Explorer 6.0 6 SP2 7.0 Firefox 2.0 Mac OS X Safari 10.3 1.2
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Appendix C: Banner Naming Conventions
Position 1 identifies the primary system owning the form, report, job, or table. A Alumni/Development L Occupational Tax/License U Utilities B Property Tax N Position Control V Voice Response C Courts O Customer Contact X Records Indexing D Cash Drawer P HR/Payroll/Personnel W Reserved for client F Finance Q Electronic Work Queue Y applications that G General R Financial Aid Z co-exist with Banner2000 I Information Access S Student K Work Management T Accounts Receivable Position 2 identifies the module owning the form, report, job, or table. General (G) Student (S) Finance (F) E Event Management A Admissions A Accounts Payable J Job Submission C Catalog B Budget Development L Letter Generation E Support Services C Cost Accounting O Overall F Registration/Fee Assessment E Electronic Data Interchange P Purge G General Student F Fixed Assets S Security H Grades/Academic History G General Ledger T Validation form/table I Faculty Load I Investment Management U Utility K Reserved for SCT Intl.-UK O Operations X Cross product L Location Management P Purchasing/Procurement Accounts Receivable (T) M CAPP R Research Accounting Finance Accounts F Receivable O Overall S Stores Inventory General Accounts G Receivable P Person T Validation form/table O Overall R Recruiting U Utility S Student Accounts Receivable S Schedule X Archive/Purge T Validation form/table T Validation form/table Alumni/Development (A) U Utility U Utility A Membership HR/Payroll/Personnel (P) Financial Aid (R) Position Control (N) D Designation B Budgeting A Application E Event Management C Record Creation B Budget F Campaign E Electronic Data Exchange C COBRA G Pledge and Gift/ F Funds Management D Benefit/Deductions Pledge Payment H History and Transcripts E Employee M Prospect Management J Student Employment H Time Reporting/History O Organization L Logging O Overall P Constituent/Person N Need Analysis P General Person S Solicitor Organization O Common Functions R Electronic Approvals T Validation form/table P Packaging & Disbursements S Security U Utility R Requirements Tracking T Validation/rule table X Expected Matching Gift S Student System Shared Data U Utility Information Access (I) T Validation form/table X Tax Administration S Student U Utility R Financial Aid All Products W Reserved for client forms or modules used within a Banner2000 application (character in position 1 Y does not equal W, Y, or Z) Z
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Position 3 identifies the type of form, report, job, or table. General (G) Student (S) Finance (F) A Application form A Application form A Application form B Base table B Base table B Base table Batch COBOL process I Inquiry form I Inquiry form I Inquiry form P Process M Maintenance form O Online COBOL process Q Query form Q Query form Q Query form R Rule table R Rule table R Rule table Repeating table Repeating table Repeating table Report/process Report/process Validation form/table Validation form/table Report/process V View V View T General maintenance Temporary table Validation form/table V View
Accounts Receivable (T) A Application form P Process R Report I Inquiry form Q Query form V Validation form/table
HR/Payroll/Personnel (P) Financial Aid (R) Position Control (N) Alumni/Development (A) A Application form A Application form A Application form B Base table B Base table B Base table I Inquiry form Batch COBOL process C Called/list form P Process/report I Inquiry form I Inquiry form R Rule table P Process P Process/report Repeating rules table R Rule table R Repeating rules table Report Repeating table T Temporary table Validation form/table T Temporary table Report/process V View Validation form/table V View V Validation form/table
Information Access R Report
Positions 4, 5, 6, and 7 uniquely identify the form, report, job, or table. Examples: SPAIDEN ADPFEED PTVESKL S Student A Alumni/Development P Personnel P Person D Designation T Validation form/Table A Application P Process V Validation form/Table IDEN Identification FEED Feed to Finance ESKL Employee Skill
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Appendix D: Function Conversions
Button Function Description Keys Menu Saves all changes entered since the last File; Save F10 time you saved. Save Returns you to the first enterable field. File; Rollback SHIFT + F7 Rollback Returns you to the calling form and enters File; Select the selected value into the field that called SHIFT + F3 Select the form. Insert Inserts a new blank record into the list of Record; F6 Record existing records. Insert Remove Removes all the information for the current Record; SHIFT + F6 Record record. Remove Puts the form into query mode so you can Query; Enter Query F7 enter search criteria. Enter Searches the database and displays the Execute Query; first set of records that matches your F8 Query Execute criteria. Cancel Cancels the query and takes the form out of CTRL + Q Query query mode. Previous Moves the cursor to the first enterable field Record; UP ARROW Record in the previous record. Previous Next Moves the cursor to the first enterable field DOWN Record; Record in the next record. ARROW Next Previous Moves the cursor to the previous block that CTRL + Block; Block has at least one enterable field. PAGE UP Previous Moves the cursor to the next block that has CTRL + PG Block; Next Block at least one enterable field. DOWN Next View/ Send Allows you to view and send messages to Query;
Mail other NMSU Banner users. Cancel Allows you to print the current form. File; Print Shift + F8 Print
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Button Function Description Keys Menu Broadcast
Message Fine- Grained Access Control Security Banner Allows users to initiate document retrieval Xtender via AX or WX from within Banner Solutions BXS-Add Enables the creation of a new document Document from data displayed in Banner.
Workflow Activated during workflow process.
Submit Workflow Activated during workflow process.
Release Allows you to access the online information Help; Online Help for Banner. Online Help Provides the following available options: • Forms and Windows - exits you from a form or window. • Main Menu - exits you from the Exit Ctrl + Q File; Exit browser. • Query Mode - cancels the query and takes the form out of query mode.
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