SCT Banner

1
SCT Banner

• General Overview
• Level 1 Training

2
Banner Training Levels

• Level 1 - General overview of system
• Level 2 - Functional Area Specific training
• Level 3 - Cross Departmental Training

3
Banner Login

• Enter URL http//199.29.216.23216220
• Userid sftrain02, sftrain03, etc.
• Password sfire2k
• Database ncctrn
• Press enter
• Click on OK on the Banner intro screen

4
Training Goals

• Overview of SCT Banner
• SICAS Center What is it?
• Major Modules of Banner
• Naming conventions
• General navigation skill development
• Understanding of how it will impact the way we do
  business

5
Banner is our friend

• Long term benefits will outweigh short term
  frustrations.
• Change is often difficult. The sooner we embrace
  the software, the sooner we will be able to focus
  on business solutions rather than problems.
• Banner is NOT CAMS or CCASTS.

6
Banner Implementation Schedule

• October 2002- Admissions go live
• February 2003- Financial Aid go live
• March 2003- Student Registration go live
• June 2003- Student Billing go live
• September 2003- Finance go live
• 2004/2005- Human Resources and Payroll

7
What is the SICAS Center?
Student Information and Campus Administrative
Systems
8
What is the SICAS Center ?

• Located on the SUNY Oneonta Campus
• Serves as a liaison between member campuses and
  SCT, and developing and maintaining SUNY
  enhancements to Banner.
• Responsible for new releases/updates of Banner
  software and provides documentation to member
  campuses

9
SICAS Center Benefits

• Areas of Support
  -Banner baseline modifications
  -SUNY enhancements
  -Software installation
  -Documentation
  -Communication

10
What is SCT Banner?

• Banner is a relationship database designed for
  Institutes of Higher Learning to facilitate and
  support the way higher education conducts
  business.
• Relationship database as defined by the fact
  that there are data tables within the system that
  are shared by different modules.

11
Introduction

• The General System is the core component of the
  Banner series, integrated with the Banner
  Alumni/Development, Finance, Financial Aid, Human
  Resources, and/or Student systems.
• Banner General provides the applications with
  centralized system management tools and utility
  programs.

12
The Banner System
Accounts Receivable
Finance
Position Control
Student
Payroll
General
Alumni
Financial Aid
13
Banner General
14
Information flow among selected Student System
modules
15
Banner General

• System Functions/Administration
• Manages the functions that are common to all
  Banner systems.
• Job Submission
• Facilitates the background processing of reports
  and processes

16
Banner General

• Population Selection
• Offers processes the ability to identify groups
  for reporting purposes or for facilitating letter
  generation.
• Letter Generation
• Constructs letters or merge files for mailing to
  selected populations.

17
Banner General

• Event Management
• Manages the scheduling of events, such as alumni
  fundraising activities.
• Graphing
• Produces graphs of Banner data.
• Web Management
• Enables the customization of Banner web pages.

18
SCT Banner Student System Modules

• Course Catalog
• Class Schedule
• General Person
• Faculty Load
• Location Management
• Recruiting
• Admissions

• General Student
• Registration
• Accounts Receivable
• Academic History
• Curriculum, Advising and Program Planning (CAPP)

19
Course Catalog

• This module enables you to define courses to be
  entered in the institutions catalog.
• Includes such data as course title, department,
  credit hours, co- or prerequisites, fee
  information, and any restrictions for the course.
• Start and end terms along with text to be printed
  on the course bulletin

20
Class Schedule

• Contains the data to build and print a schedule,
  including term attributes.
• Instructors are assigned to classes and classes
  are scheduled in to rooms, pending room
  attributes.
• Also provides a means of rolling the schedule
  forward to next applicable term to decrease data
  entry.

21
General Person

• Supplies the means to identify both persons and
  non-persons in the system.
• ID number, name, address, and biographic
  information is maintained.
• Emergency contact, medical, and international
  info stored for use in other modules.
• Support services such as goals, needs, services
  can be maintained

22
Faculty Load

• Enables you to maintain information including
  instructional and non-instructional assignments
  for faculty.
• Personnel information, tenure status, sabbatical
  dates, along with workload and contract
  information can be maintained.

23
Location Management

• Allows for definition of the institutions
  buildings and room facilities.
• Provides list of available rooms that include
  attributes of each room.
• Means for assigning rooms for special events on
  campus

24
Recruiting

• Maintains information about potential recruits
  such as source, major, test scores, high school
  and college information.
• Allows for a plan for producing materials and
  creation of materials to be sent to prospects.

25
Admissions

• Establishes an admissions record and tracks what
  a student needs to continue the application
  process.
• Rule development to determine acceptance status.
• General student records are automatically created
  once an applicant has been accepted.

26
Admissions (cont.)

• Test scores, high school and prior college
  information is stored in this module.
• Provides the means to allow quick entry for
  automatic registration eligibility. (used
  primarily for non-matriculated and community
  education students)

27
General Student

• Modifies current information for students such as
  curriculum changes, residency status, and student
  type.
• Provides information on career choice, advisor,
  activities, and veteran information.
• Student classification, co-op information, as
  well as Student Right to Know information is
  maintained.

28
Registration

• Allows for creation of enrollment information for
  a specific term.
• Defines rules determining student and course
  status and controlling actions to be taken at
  registration.
• Tuition and fees policy built in registration,
  along with rules for fee assessment.
• Student schedules and bills are produced and
  class rosters are maintained.

29
Accounts Receivable

• Establishes AR codes, detail codes, messages to
  be printed on bills, methods of payments, how
  credit are handled.
• Maintains non-student accounts, payments are
  entered here and accounts can be reviewed and
  updated.
• Billing and invoicing are controlled here, along
  with collection agency assignments

30
Academic History

• Enables you to build grading policies and
  maintain grades. System checks for repeated
  courses.
• Academic standing is calculated using user
  defined rules regarding probation.
• Grade mailers are produced and term GPA
  information is stored.

31
Academic History (cont.)

• Degrees and honors associated, as well as majors
  and minors are housed here.
• Transfer coursework is recorded
• Transcripts are generated.
• Graduation information, including diploma,
  ceremony, and graduation dress is also available
  in this module.

32
Curriculum, Advising, and Program Planning (CAPP)

• Builds degree program codes establishing
  appropriate majors, minors, and concentrations
  for degree programs
• In short, this module is designed to perform an
  automated process of Degree Audit.

33
Banner General -Types of Menus

• Process menus -Manage the
  enterprise - Matriculate to
  Educate - Forecast to
  Enroll -Plan to
  Fund
• Product menu- Where you can find each individual
  module within Banner
• Personal Menus-designed to customize the modules
  and forms that you use to do your job

34
Banner General-Types of Forms

• Application- Enter, review, and modify data
• Validation- Define valid data values for specific
  data fields
• Rule and Control- Establish the rules that
  control the processing on other forms
• Query- Review existing records meeting a specific
  set of criteria
• Inquiry- Similar to query forms

35
What are Naming Conventions?

• All Banner objects adhere to naming conventions
• e.g., forms, tables, processes
• refer to chapter one of the technical reference
  manuals

36
Form, process, and table naming

• The names of all Banner forms (except menu
  forms), reports, processes, and tables are seven
  characters long and have this structureExample
  G L R V R B L
  - - - - - - -Position Locations 1 2 3 4
  5 6 7

37
Position Location 1

• Identifies the primary system owning the form,
  report, process, or table.

• S - Student
• T - Accounts Receivable
• V - Voice Response
• H - New Products (Web)
• W Y Z - Reserved for client-developed new
  applications built to co-exist with Banner
  applications

A - Alumni/Development R - Financial Aid F -
Finance G - General N - Position Control P -
Human Resources/ Payroll/ Personnel
38
General Position Location 2

• Identifies the module owning the form, process,
  or table.
• If Position 1 is G, the character in Position 2
  is

• U - Utility
• W Y Z - Reserved for client- developed forms or
  modules used within a Banner application
  (character in position 1 not W, Y, Z)

E - Event Management J - Job Submission L -
Letter Generation O - Overall P - Purge T -
Validation Form/Table
39
General Position Location 3

• Identifies the type of form, report, process, or
  table.

• Q - Query Form accessed
• from another form
• R - Rule Table, Repeating
• Table, Report or Process
• T - General Maintenance Test
• Pattern
• V - Validation Table or View

A - Application B - Base Table, Batch
COBOL Process I - Inquiry Form O - Online COBOL
Process
40
Positions 4, 5, 6, 7

• Identifies a unique four-character name for the
  form, report, process, or table

41
GUAIDEN

• G General
• U Utility
• A Application
• IDEN Identification

42
SPAPERS

• S Student
• P Purge
• A Application
• PERS Entering Person data

43
GTVZIPC

• G General
• T Table
• V Validation
• ZIPC ZIP/Postal Code

44
SPAIDEN

• S Student/Shared
• P Person
• A Application
• IDEN Identification

45
Menus/Forms Navigation

• Parts of a form
• Banner Menu Bar
• Blocks
• Buttons
• Text items

46
Banner Menu Module

• Across top of every Banner form
• GUI gt pull down/activate by clicking (Windows
  based)
• Character Mode gt keystroke (key map)
• Enter to get first menu
• Next Item to move across bar to menus
• Dimmed options are not available
• Not available if already in dialog, alert box, or
  List of Values (LOV) waiting for response

47
Banner 5.x Menu Module

• File Block Query
• Edit Field Help
• Options Record Window
• These Buttons are located along the top of your
  Banner screen in each module

48
File Menu

• Navigation to other forms
• Direct Access - Presents window to open an
  additional form
• Object Search - Allows you to search and open an
  additional form
• Quick Flow - Pops up window to allow choosing a
  call list

49
File Menu (cont)

• Form Activities
• Select - Used to select a value from LOV and
  return
• Print - Prints the active window
• Rollback - Clears form and puts cursor at key
  block
• Save - Saves changes since last save
• Refresh - character mode only, redraws the
  form/screen

50
File Menu (cont)

• Form Exits
• Exit
• From a form, out of that form to previous
• From a menu, exit from Banner
• From Query Mode, cancels the query
• Exit Quick Flow
• If youre in a call list, you exit, going back to
  regular forms navigation

51
Edit Menu

• Provides text editing
• Cut - Remove selected text to clipboard
• Copy - Copy selection to clipboard
• Paste - Paste clipboard contents to cursor
  location.
• Edit - Presents the Editor window

52
Options Menu

• Lists navigation and processing options available
  in current form
• Displays the names of blocks and related forms
  that can be called from current form
• Divider line between blocks and forms
• Search on name of options listed, similar to LOV
  windows

53
Options Menu (cont)

• Entries in this pull down menu are not hard coded
  into each form or menu module.
• Entries maintained by the GUAOPTM form.
• Entries kept in the GUROPTM table.

54
Block Menu

• Moves cursor between blocks in a form which have
  modifiable fields
• Previous - moves cursor to previous block
• Next - moves cursor to next block
• Clear - clears the information from the current
  block

55
Field Menu

• Moves cursor between modifiable fields
• Display-only fields are skipped by cursor
• Previous - moves to previous field
• Next - moves to next field
• Clear - clears current field
• Duplicate - used with repeating records to carry
  data from prior records field into current field

56
Record Menu

• Navigates cursor between rows
• Previous - moves cursor to previous row
• Next - moves cursor to next row
• Scroll Up - moves viewing area up the list of
  records.
• Scroll Down - moves viewing area down the list of
  records.
• Clear - clears fields on the form for current
  record

57
Record Menu

• Remove - removes the record
• Insert - adds a new blank record into the list of
  existing records
• Duplicate - creates another record with same
  values of the current one
• Lock - locks tables on non-Oracle databases.

58
Query Menu

• Query performs database searches
• The status of query or query mode is shown in the
  status line at bottom of the form
• Enter - puts you into query mode so you may enter
  search criteria
• Execute - returns records from database search
• Last criteria - populates search criteria for use
  again

59
Query Menu

• Cancel - exits query mode
• Count hits - counts the number of records that
  will be returned by query
• Fetch Next Set - used to bring the next set of
  records to the window which satisfied the search
  criteria

60
Help Menu

• Provides different levels of form documentation
• Help - Shows Forms property sheet for the field
• Keys - key mapping
• List - Presents the List Of Values (LOV) box
  attached to the field
• Display Error - details of ORACLE errors

61
Help Menu

• Dynamic Help Query - Pops up window for accessing
  help - local or baseline
• Dynamic Help Edit - Pops up window allowing
  editing of text in help
• Display image - GUI only, for displaying
  available image
• About Banner - pops up form version information

62
Window Menu

• Cascade - arranges open windows in a cascade
• Tile - alternative arrangement to cascade for
  open windows
• Arrange Icons - distributes icons in an open
  window
• Shows a list of open windows

63
Banner Toolbar (handout)
64
Toolbar Definitions

• Save-Saves all changes entered
• Rollback- Clears all information and returns you
  to the first enterable field in the key block. If
  you enter changes and do not save them, it will
  prompt you to do so.
• Select-Returns you to the calling form and enters
  the selected value into the field

65
Toolbar Definition

• Insert Record-allows you to insert an additional
  record within a form.
• Delete Record- Deletes a record from a form.
• Enter Query-Puts the form into query mode so you
  can search criteria to see what information is
  already in the database.
• Execute Query- searches the database and displays
  the matches for your criteria.

66
Toolbar Navigation

• Cancel Query- Cancels your current search
• Previous record- moves the cursor to the first
  enterable field in the previous record
• Next record- Moves the cursor to the first
  enterable field in the next record.
• Previous block- Moves the cursor to the previous
  block that has at least one field to enter. If it
  is in another window, it will open that window

67
Toolbar Navigation

• Next block-Moves the cursor to the next block
  that has at least one enterable field
• View/Send message- Sends messages to users within
  Banner
• Print- Prints the current screen in Banner,
  includes information within fields
• Show keys- Displays the key list, which list
  their functions and equivalent keystrokes.

68
Toolbar Navigation

• Online help- Provides the user with online help
  within Banner
• Exit- exit through the red door - exits the
  user out of the current application i.e.. Forms
  and windows, main menu, query mode

69
Banner Terminology

• Forms are made up of blocks
  -The Key Block
  -Other Blocks (or information areas)
• Blocks are made up of records
• Records are made up of fields
• Fields are made up of characters

70
Navigation

• We can use menus to navigate among forms.
• Within a form we have various ways to navigate
  among its blocks.
• Within a blockamong its records
• Within a recordamong its fields
• Within a fieldamong its characters

71
Golden Rules to remember

• You MUST search the database before adding a
  record. Duplicate records in this system are
  difficult to remove.
• ALL data into Banner will be entered
  consistently. A Data Standards document will be
  available to all users prior to implementation.

72
Form Exercise

• Add yourself to SPAIDEN with your given name and
  generated ID. Provide your address, telephone,
  and personal information.
• Change your ID to your SSN.
• Go to SOAIDEN and search for your given name.
  What was returned and why?

73
Form Exercise (cont)

• Power Point Presentationhttp//fyi2.sunyniagara.c
  c.ny.us/phpnav/downloads/Training_level_one_final.
  pBanner General Documenthttp//fyi2.sunyniagara
  .cc.ny.us/phpnav/downloads/general02usgbnr.pdf

74
General Navigation Exercise

• Now it is TIME TO PLAY !!!!
• Return to your main menu (exit through the red
  door.
• We are going to create YOU as a General Person
  which will then create you as a General Student
  within the Banner system.
• Under Direct Access on the main menu, please
  enter NCCC and then push enter

75
Reference Materials/ Level 1 Training

• Please refer to the FYI page and look under
  Academic programs
• Click on Banner Documentation
• Click on General
• Click on Using SCT Banner General and print it
  out. This is the beginning of your personal
  Banner user manual.

76
Training Summary

• Overview of SCT Banner
• SICAS Center What is it?
• Major Modules of Banner
• Naming conventions
• General navigation skill development
• Understanding of how it will impact the way we do
  business