Banner General Navigation
Sessions: February 1st & 3rd
Today’s Objectives
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To Navigate in Banner
Naming Conventions
To Understand Banner Forms
To Interpret General Person
Information
To Establish Your Password
VU Banner Implementation Overview
The project scope consists of:
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Implementation of Sungard SCT’s Banner
administrative software suite of applications
(Student, Financial Aid, Finance, Human Resources
Advancement and Alumni).
Implementation of Sungard SCT’s Luminis web
portal software.
In a “vanilla” mode, with no programming
modifications.
Non-disruptive to the VU community (students,
faculty, staff & alumni).
Adjusting business processes to take advantage of
new functionality, if feasible.
Banner Terminology
Two most commonly used terms:
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Forms
 “Screens” that display data taken from the one
record maintained in system. Conceptually, this
is lays on top of the tables in the database.
Tables
 Lists maintained in Banner and used to enter
data. (Similar to a data element). Technically
this is where the data is stored in the database.
See Glossary of Terms for additional terms.
Logging On to Banner
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Double click on the Banner Icon on your desktop.
Under ‘Internet Native Banner (INB)’, Click on ‘Training
Database [TRNG]’
Type in trainxx and trainxx for your username and
password and press the ‘connect’ button.
Password Change
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Type GUAPSWD in the Direct Access field
and press <Enter>.
Type your current password in the field
titled “Oracle Password.”
Type your new password in the field titled
“New Oracle Password.” Then press <Tab>
to type the new password again in the line
below.
Logging Off
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Close all forms first by clicking the Exit toolbar button.
When all forms are closed, you will be at the Main Menu.
Click the Exit toolbar button again or use the function
key Ctrl q, and you will see the following dialog box.
Click the Yes button. You will exit the browser. Close any
INB-related windows.
Banner Form Naming Convention
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Each form is identified by a 7 letter code
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The letter in each position identifies the form in
more detail
Position 1
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Identifies the primary system “owning” the form.
Student=S, General=G, Finance=F, Financial Aid=R.
HR/Payroll=HR or P
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Position 2
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Identifies the module “owning” the form.
i.e. A=Admissions, R=Recruitment, C=Catalog
Position 3
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Identifies the type of form.
i.e. Application Form, Inquiry Form.
Positions 4, 5, 6, and 7
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Uniquely identify the form itself. SPATELE – telephone info
Example:
S F A R E G S
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S - Identifies the first position and identifies
the primary system
(In this case, the Student System).
F - Identifies the module owning the form,
report, job or table
(In this case, Registration)
A - Identifies the type of form, report, job or
table
(In this case, Application form).
REGS
Positions 4, 5, 6, and &
identifies the form, report, job or table
(In this case, Registration).
Banner Form Types
There are 8 types of forms:
Categories
Users
Types
Set-Up
Administrator
and/or Staff
Rule
Validation
Control
Day-To-Day
Staff
Inquiry
Application
Query
Maintenance
Wizard
Banner Forms
Parent Child Relationship
 The relationship between types of forms is referred
to as the parent-child relationship
 If a parent form has been assigned to a child form,
the parent cannot be deleted without deleting the
child form first
Relationship
Forms
Parent
Rule and Validation
Child
Application and
Query
Parts of a Banner Form
Tool Bar
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The Tool Bar is a set of icons that represents
shortcuts for performing common functions
Major Components to Banner Forms
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Blocks
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Fields
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Sections of information within a form. The key
block at the top of every form tells Banner
what information to display everywhere else
Labeled spaces/ blanks within a block where
you enter, edit and delete information
Records
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Logical unit of fields
May be more than 1 record in a block
Major Areas of a Banner Form
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Title Bar -
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Key block -
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Search icon -
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Information block -
Displays form description name,
ID name, version number, and database name
Contains information that
determines what is entered or displayed on the
rest of the form
information
view information
Used to search for different
Area to enter and
Other Areas of a Banner Form
 Radio
at a time
buttons -
 Pull-down
Can only select 1 option
list -
Shows values or
commands available in a form
 Check
boxes -
 Fields
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features and options
Toggle enable/disable
Areas where you can enter, query,
change, and display information
Methods of Accessing Banner Forms
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Main Menu – An overview of Banner arranged in
a top to bottom level format: system, module,
and form.
Direct Access – Access a form by its name.
Object Search – Find a form, job or QuickFlow
by using part of its name.
Options Menu – From within a form you can
access other forms, windows and blocks related
to the current form, window and block.
Site Map – A display of Banner systems with
corresponding modules (another view of the Main
Menu)
Parts of Banner Main Menu
Menu Bar
Toolbar
Object Search
Hierarchical Tree
Menu Structure
Auto Hint/
Status Line
Product Links
Menu Bar
Components
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Menu Bar consists of several pulldown menus
Menu Bar
Pull Down Menus
 There are 9 pull-down menus on the menu bar,
each with a variety of selections
 A dimmed option on a pull down menu indicates
that is disabled
Menu Bar
File Menu
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The File Menu contains standard Banner and Oracle
functions
Menu Bar
Edit Menu
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The Edit Menu contains functions used to edit text
items
Menu Bar
Options Menu
 The Options Menu
varies from form
to form
 Some options
take you to other
blocks and
windows within
the current form,
other options
take you outside
the current form
Menu Bar
Block Menu
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The Block Menu enables you to move from one
block to another within a form
Menu Bar
Item Menu
The Item Menu enables you to move from one field
to another
 The Item Menu enables you to clear and duplicate
data within a form
 “Item” is the Banner term that is used to refer to a
field
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Menu Bar
Record Menu
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The Record Menu allows you to work with records
within a form
Menu Bar
Query Menu
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The Query Menu contains the functions used to
search for information in the database based on
specific criteria
Menu Bar
Help Menu
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The Help Menu contains various help tools, the
image displayer, a calculator and a calendar
Menu Bar
Window Menu
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The Window Menu allows you to arrange the display of the
open windows in a form
Horizontal Toolbar
Like many other products, Banner has a
toolbar of icons that allow you to perform
basic functions
They are grouped by function:
* Save, Rollback (clear/ go back to the Keyblock to start again) and
Select *
* Insert Record, Delete Record *
* Enter Query, Execute Query, Cancel Query (the Shredded Wheat
icons) *
* Previous Record, Next Record, Previous Block, Next Block *
* And on the far right, the X for Close *
Direct Access Form
At any time, from any screen, use Direct Access to go
straight to the form you want. (No need to return to the
Main Banner Screen). Also available from the pull-down
menu: File/ Direct Access.
Site Map Method
Searching – Using Wildcards
% (Percent sign) stands for multiple characters
_ (Underscore) for stands for single characters
Ex: Use SA%DMS to
look for SAAADMS if you
cannot remember how it
is spelled
Ex: Use M%onald to search for someone
who might spell their name McDonald or
Mac Donald etc. & whose first name might
be Fred or Fredrick.
Customizing Banner – Quickflow
Action
Benefit
Allows for access to a set
of forms in a specific
sequence
Enables a task to be
accomplished both
efficiently and completely
Enables you to customize
your job tasks by
identifying required forms
Processing forms occurs in
the correct sequence
Customizing Banner – My Banner
The following forms are used to create,
change and copy My Banner
Form
Code
Purpose
Personal Menu
Maintenance
GUAPMNU
Create and change
your personal
menu.
Personal menu
Maintenance
Menu and Copy
GUTPMNU
Copy your personal
menu to or from
another user.
Help Features
Dynamic Help
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Dynamic Help is the traditional help for forms, blocks and
fields
Dynamic Help is gradually being replaced by online help
It is displayed on the Help Form (GUAHELP)
It allows you to identify the help text you want to access
Help Features
Banner Bookshelf
Banner Bookshelf is a tool for reading, searching
and printing SCT Banner documentation
 It accesses the following system documentation in
PDF format:
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User Manuals
Release Guides
Upgrade Guides
Implementation Guides
Technical Reference Manual (TFM)
Object: Access Reporting Data Models
Access Banner Bookshelf from the toolbar or the
menu bar
Help Features
Show Keys
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Provides a list of functions and associated keystrokes for
the current field or form
Access show keys from the toolbar or menu bar
Help Features
Item Properties
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Item Properties provides a list of all properties in the
current field
It can be accessed from the menu bar
The Auto Hint/ Status Lines
Are Your Friend
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Briefly describes the field where the cursor is located
Error and processing messages!
Other General Navigation Resources
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Banner Basics 101
SCT Documentation
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Fundamentals & General Navigation
System Education Workbook
Users Guide Chapter 2
CBT for Fundamentals & General
Navigation
Open Discussions (Q/A)…
We Will Survive
Banner!!!