Banner 8 Basics
General Users Guide
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Banner 8 Student
Table of Contents
Banner 101 ..................................................................................................... 3
How to Login ........................................................................................................ 3
Using Banner ........................................................................................................ 5
Personalized Menus ............................................................................................. 8
Menus ............................................................................................................ 9
Main Menu ........................................................................................................... 9
Tool Bar ............................................................................................................... 10
Menu Bar ............................................................................................................ 11
Forms ............................................................................................................ 17
Forms .................................................................................................................. 17
Parts of a Form .................................................................................................... 17
Blocks .................................................................................................................. 18
Appendix ...................................................................................................... 19
Wildcards ............................................................................................................ 19
Form Naming ...................................................................................................... 20
Key Based Navigation .......................................................................................... 21
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How To Login To Banner
1. Visit My.Marist.edu and login using your Marist ID. It is important
that you use Internet Explorer when using Banner.
2. Click on the “Employee” tab.
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3. In the Banner Services window, click on the “Internet Native Banner (INB)” link.
4. Welcome to Banner!
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Using Banner
Banner organizes all of its data into forms, in the same way SIS was organized by screen. All
Banner forms have seven letter names. If you know the form you need, type the seven letter
extension in the Go field and press Return on the keyboard. If you don’t know the seven letter
extension, you can click on the menus until you find the required form.
The screen requested will display. In this case, we selected SPAIDEN, which is the General
Person Identification form.
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Once you are on the screen of information you wish to see, you can type in the student’s
CWID in the ID field, hit Enter and the system will automatically return the name associated
with the CWID. If it is the correct student, enter Ctrl+Page Down (known as a Next Block function) to reach the lower portion of the screen.
If you don’t have the CWID:
a. Tab to the name field.
b. Type in the last name, comma, then the first name. Banner has what is called WildCards.
(For information on wildcards, see the appendix.) It is the % sign. If you know part of a name,
you can type in the part you know, add a percentage sign and the system will search for all the
names that fit your search criteria. You can do this with both first and last names.
c. Press Enter.
When more than one name matches your criteria, a special search screen is generated. This
screen tells us that there are 3 matches. Click the dropdown box next to 3 to see all the
names. You will then have to scroll through them to find the person your looking for.
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However, you can narrow the search on this screen if you know whether they are Male or
Female, what city they live in, their Zip Code, or their Birth Date. You can fill in any one of the
parameters you know and click on the Search button along the right hand side of the screen.
Once you have the person’s name and CWID in the upper portion of the screen, click
Ctrl+PageDown to reach the lower portion of the screen.
When you are done with the address screen, you should click the Save icon. You can then
click the Rollback button to get back to the top of screen for the next search. Or, you can click
the X in the form to get back to the Banner Menu. In order to Exit Banner, click on the X in
the upper right hand corner of the Banner Menu screen.
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Creating A Personal Menu
Banner allows each user to set up a personalized menu for screens that are used on a daily
basis.
Choose the Organizing Banner link under the My Banner folder.
The personal menu screen will appear.
-Click in the Name field on the right hand side of the screen.
-Type in the seven letter extension of the form.
-Click Return and the name of the form will be added under the Description field
automatically.
-Continue to click in the Name field and add each screen.
-When you done adding screens, click Save to save your additions.
-Click Exit when you’re done.
The names will not show up under My Banner on the Main Banner Menu until you close Banner and reopen it. You can add forms any time you wish by following the same procedure.
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Main Menu
The Main Menu provides an overview of the menus, forms, jobs and QuickFlows on
Banner. You use the Main Menu to navigate through Banner.
Menu Part
Description
Menu Bar
Offers a variety of options for navigating within Banner. However, from the main
menu, the options are limited.
Set of icons that represent shortcuts for performing common functions from the
main menu.
Access contents of main Banner sections directly.
The Change Banner Password link goes to the Oracle Password Change Form
(GUAPSWD), where you can change your password.
The Check Banner Message link takes you to the Banner Message Form (GUAMESG),
where you can view your messages. A green check mark appears next to the link
when you initially log in and have pending messages, or whenever a new message
arrives.
Personal links enable you to create up to six links to favorite URLs or often-used
Banner objects.
Direct access entry for individual forms using a form’s seven-character identification
code.
Access forms through the main menu hierarchical tree structure.
Tool Bar
Product Links
My Links
Go To Field
Hierarchical
Menu
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Auto-Hint Status
Line
Broadcast
Message Canvas
10
Describes the field where the cursor is located.
Displays error and processing messages.
Explains the purpose of the field, what can be done next, or how to access another
window or form.
The Broadcast Message button on the toolbar becomes enabled whenever you
receive a broadcast message. You can view your message(s) in the Broadcast
Messages section at the bottom of the screen.
Tool Bar
A toolbar is a set of icons that represent shortcuts for performing common functions. Toolbars may
be customized to appear based on your preferences. To make changes to the toolbar, select File and
Preferences. Display Options, Alert Options, Data Extract and User Interface Color Settings may be altered
using this screen.
Save
Next
Block
Rollback
Enter
Query
Execute
Query
Cancel
Query
Select
Insert
Record
Remove
Record
View/Send
Message
Previous
Record
Next
Record
Print
Previous
Block
Exit
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Help
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Menu Bar
The menu bar is located at the top of the main menu on all forms. It offers a variety of options for
navigating within Banner. The menu bar is accessible anytime except when a dialog box, alert box, or list
of values (LOV) is displayed on the screen. There are nine pull-down menus on the menu bar, each with a
variety of selections. A dimmed option on a pull down menu means that is disabled.
File
Option
Direct Access
Toolbar
Icon
Keyboard Purpose
Shortcut
F5
Object Search
QuickFlow
Select
Shift+F3
Rollback
Shift+F7
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Accesses the Direct Access Form (GUAPARM),
shows the Go To Field.
Accesses the Object Search Form (GUIOBJS) to
locate a form, job, or QuickFlow if you know part of
its name, description, or type.
Displays the QuickFlow Form (GUAQFLW), which is
used to access a QuickFlow.
Returns you to the calling form and enters the
selected value into the field that called the form.
Action depends on what type of form is currently
being used.
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Save
F10
Refresh
Print
Shift+F8
Exit
Ctrl+Q
Exit QuickFlow
Exit Banner
Return to Menu
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Saves all changes entered since the last time you
saved.
Clears the message line; redraws the screen.
Form
Action
Application And Inquiry
Clears all information (except Key
information) and returns you to
the first enterable field in the Key
Block.
Validation
Returns you to the first enterable
field on the form.
Query
Returns you to the first enterable
field on the calling form.
Prints the current window; inputs the date and time
in the title bar.
Actions vary.
Exits you from QuickFlow.
Closes the Banner window.
Returns you to the Main Menu.
Exit QuickFlow
Exit Banner
Return To Menu
Preferences
If selected from...
Then...
a form
exit that form.
the main menu
exit from Banner.
query mode
cancel the query.
Exits you from QuickFlow.
Closes the Banner window.
Returns you to the Main Menu.
Displays the Personal Preferences Maintenance
Form (GUAUPRF), which is used to customize Banner for individual users.
Edit
Option
Cut
Copy
Paste
Toolbar
Icon
Keyboard Purpose
Shortcut
Ctrl+X
Ctrl+C
Ctrl+P
Edit
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Cuts selected text and places it on the clipboard.
Copies selected text and places it on the clipboard.
Pastes text from the clipboard to the cursor location.
Displays the editor window, which is used to enter
and update text.
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Options
The Options menu varies from form to form. Some take you to other blocks and windows
within the current form, other options take you outside the current form. The Options menu
as well as valid File menu options may also be accessed at any time by right clicking on a blank
section of any form.
Block
Option
Previous
Next
Clear
Toolbar
Icon
Keyboard Purpose
Shortcut
Ctrl+Page
Up
Ctrl+Page
Down
Moves cursor to the previous block that has at least
one enterable field.
Shift+F7
Clears all information in the current block. Also
known as Enter Query. Puts the form in Query
Mode.
View supplemental data for the current field, when
available.
View
Supplemental
Data
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Moves cursor to the next block that has at least one
enterable field.
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Item
Option
Toolbar
Icon
Keyboard
Shortcut
Purpose
Previous
Next
Clear
Shift+Tab
Tab or Enter
Ctrl+U
Moves the cursor to the previous enterable field.
Duplicate
F3
Moves the cursor to the next enterable field.
Clears all information from the current field on your
display. Does not remove information from any
records or tables.
Duplicates the contents of the same field in the
previous record and copies it into the new record.
Used in blank row of a repeating record.
Record
Option
Toolbar
Icon
Keyboard Purpose
Shortcut
Previous
Up Arrow
Next
Down
Arrow
Scroll Up
Page Up
Scroll Down
Page Down
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Moves cursor to the first enterable field in the
previous record.
Moves 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.
Scrolls up the list of repeating records, putting the
first displayed record at the bottom of the list.
Scrolls down the list of repeating records, putting
the last displayed record at the top of the list.
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Clear
Shift+F4
Remove
Shift+F6
Insert
F6
Inserts a new blank record in the existing records.
Duplicate
F4
Duplicates the content of all fields in a record and
copies them into a new record.
Lock
Clears all information from the display of the current record.
Removes all information for the current record.
When you Save, the record is permanently deleted.
Temporarily locks the contents of the record so no
other Banner user can update it.
Tip: Save, Rollback, then Exit release the lock.
Query
Option
Toolbar
Icon
Keyboard Purpose
Shortcut
Enter
F7
Execute
F8
Last Criteria
F7 twice
Cancel
Ctrl+Q
Count Hits
Shift+F2
Fetch Next Set
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Puts the form into Query mode so you can enter
search criteria to see information already in the
database.
Searches the database and displays records that
match your search criteria.
Enters the criteria from your last search (enabled
only when you are in Query mode).
Cancels the Query and takes the form out of Query
mode.
Counts the number of records that match the
search criteria and displays that number on the
Auto Hint line.
If more records meet the search criteria that fit in
the window, clicking this option replaces the current
set of displayed records with the next set.
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Help
Option
Online Help
Toolbar
Icon
Keyboard Purpose
Shortcut
Ctrl+H
Dynamic Help
Query
Dynamic Help
Edit
Help (Item
Properties)
Show Keys
Ctrl+F1
List
F9
Display Error
Shift+F1
Calendar
Calculator
Extract Data Key
Extract No Data
Key
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Displays online information for Banner forms,
windows, blocks and fields.
Displays the Dynamic Help Form (GUAHELP) in
Query mode, which is used to display traditional
help for a field, block, or form.
Displays the Dynamic Help Query Form
(GUAHELP) in Edit mode, which is used to edit traditional help for a field, block, or form.
Displays the Oracle item properties window for the
current field. The window lists properties such as
internal database name, type of data, maximum
length, etc.
Displays the list of functions and their equivalent
keystrokes available in your environment for the
current form, window, or field.
Displays the List of Values (LOV) for the current field
if List of Values appears in the Status line.
Displays the code that is in error, if an Oracle error
occurs.
Displays the calendar.
Displays the calculator.
Extracts Banner data (for the current block), along
with Key data, for use in a spreadsheet. This is
available only from certain forms.
Extracts Banner data (for the current block),
without Key data, for use in a spreadsheet. This is
available only from certain forms.
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Forms
A form is an online document where you can enter and look up information in your database. A form
visually organizes information so it is easier to enter and read. A Banner form is similar to a paper form,
except information is entered once and then used by other forms, reports, and jobs. Forms can include
blocks, windows, dialog boxes, and alert boxes.
Parts of a Form
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Part
Description
Title Bar
May display the form’s descriptive name, the seven-character
ID name, the software version number and the database
name.
Calls up the set-up form that contains the pre-entered data
for you to select a value.
Area on a form where you can enter, query, change, and
display specific information.
Used to select a field value from a list of pre-defined values.
A down arrow in the right side of the field indicates that the
field has a pull-down list.
Tabs are used to arrange information in a meaningful way,
and allow you to navigate easily between groups or blocks of
information.
Search Icon
Field
Pull Down List
Tabs
Blocks
A block is a section of a form or window that contains related information. If a form or window contains
more than one block, each block (except the key block) may be enclosed in a beveled box.
Blocks:
Group information together
Can be one or more on a screen
May be organized on tabs within a form
Think of as “sections” on a form
Example: A student’s record in SPAIDEN contains the following blocks: Current
Identification, Person Name Information, and Non-Person Information.
Part
Description
Key Block
• Where you start on a form.
• Most forms have a key block.
• A unique code is entered such as an ID number, term code or
document number.
• Lets Banner know what piece of information you want to
• retrieve.
• The rest of the information on the form will refer to the
information that you enter on the Key block.
• Section that contains related information to what was entered in
the Key block.
• A line may separate each Information block on the form.
Information Block
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Wildcards
A wildcard is a special character that represents one or more other characters. Use wildcard symbols %
and _ in the search criteria.
• % (percent sign) represents any number of characters
• _ (underscore) represents one occurrence of a character
Note: ma is used as an example. The wildcard symbols can be used with any combination of letters in any
order.
To get this criteria...
Enter these criteria...
All entries that contain ma
All entries that begin with ma
All entries that end with ma
All entries that have m as the second
character
%ma%
ma%
%ma
_m%
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Form Naming
Every form has an abbreviated seven-character form name. Most of the time, forms are referred to by
this seven-character form name. Forms are given these names using the following system.
Position 1 – Identifies the Banner product owning the form, report, process or table.
G = General
S = Student
Position 2 – Identifies the application module owning the form, report, process or table. It is unique to
the product identified in position 1 .
G = General
E = Event Management
J = Job Submission
L = Letter Generation
O= Overall
P = Purge
S = Security
T = Validation form/table
U = Utility
S = Student
A = Admissions
C = Catalog
E = Support Services
F = Registration/Fee Assessment
G = General Student
H = Grades/Academic History
I = Faculty Load
L = Location Management
M = CAPP
O= Overall
P = Person
R = Recruiting
S = Schedule
T = Validation form/table
Position 3 – Identifies the type of form, report, process or table.
A = Application
B = Base Table
I – Inquire
P = Process
R – Rule Table, Repeating Table, Report or Process
V = Validation
M = Maintenance
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Position 4, 5, 6, 7 – Identifies a unique four-character code for the form, report, process or table.
***IDEN = Identification
***PINC = Position Incumbent
***STDN = Student Relation
***PERS = Person
Key Based Navigation
Task
Shortcut
Cancel
Clear
Clear Field
Copy
Count Query Hits
Cut
Direct Access
Display Error
Display VPD Code
Down
Down
Enter Query
Execute Query
Exit
Last Criteria
List of Values
Next Block
Next Field
Next Primary Key
Next Record
Next Set of Records
Ctrl+Q
F7
Ctrl+U
Ctrl+C
Shift+F2
Ctrl+X
F5
Shift+F1
Shift+Ctrl+F10
Ctrl+L
Down
F7
F8
Ctrl+Q
F7 twice
F9
Page Down
Tab
Shift+F3
Down Arrow
Shift+Ctrl+Page Down
Next Tab
Ctrl+Page Down
Online Help
Paste
Previous Block
Previous Field
Ctrl+H
Ctrl+P
Page Up
Tab
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Previous Record
Previous Tab
Print
Return
Rollback
Save
Scroll Down
Scroll Up
Show Keys
Up
Up
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Up Arrow
Ctrl+Page Up
Shift+F8
Return
Shift+F7
F10
Page Down
Page Up
Ctrl+F1
Ctrl+P
P
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